Commit Graph

8 Commits

Author SHA1 Message Date
Carlos Garcia
9e3fe974dc Fix dup approval flow: preserve raw message, force expenses routing, fix HTML rendering
- master_agent: thread raw user message into extra_context and peer_data so
  expenses_agent can check it directly without relying on LLM intent_summary
- master_agent: when receipts are in extra_context always route to expenses_agent,
  so replies like 'skip duplicates' still trigger expense processing
- expenses_agent: _plan() checks peer_data raw_message alongside task so
  skip/keep keywords are detected even when master rewrites the intent
- ab_ai_mail: wrap clarification message HTML in Markup() so Odoo does not
  re-escape the tags; use <br> instead of <br/>
- ab_ai_mail: convert agent plain-text replies newlines to <br> for proper
  line-break rendering in Discuss

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 11:55:46 -04:00
Carlos Garcia
462f63d11d Add duplicate approval flow with time-based dedup
- expenses_agent: extract transaction time (HH:MM) from OCR receipt text
- expenses_agent: _find_semantic_duplicate uses time to rule out false positives (>30 min apart = different receipts)
- expenses_agent: pause when duplicates found, set mode=awaiting_dup_approval, ask user before creating sheet
- expenses_agent: _report formats approval message listing each dup pair with vendor/amount/date/times/filenames
- ab_ai_mail: _find_pending_attachments recognises dup-approval bot message so ZIP re-attaches on user reply

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 02:07:37 -04:00
Carlos Garcia
f90a2ee863 feat: semantic deduplication of multiple photos of same receipt
After parsing all receipts, identify photos that are different shots of
the same physical receipt by comparing amount + date + vendor similarity
(difflib ratio >= 0.6). When a duplicate is found, keep whichever photo
produced the most OCR text (clearest shot) and report the skipped ones.

Zero-amount receipts (OCR failed entirely) are excluded from semantic
dedup to avoid false positives.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:56:30 -04:00
Carlos Garcia
c2d1078d79 fix: improve OCR accuracy for rotated/sideways receipt photos
- Dockerfile: add tesseract-ocr-osd for orientation detection data
- receipt_parser: resize large phone photos to 1800px, convert to
  grayscale, sharpen before OCR; use psm 1 (auto + OSD) so rotated
  receipts are correctly oriented before text extraction
- expenses_agent: tighten amount extraction prompt to pick the FINAL
  total, not subtotal or tax line, reducing misreads like 42.90->409.00

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:51:29 -04:00
Carlos Garcia
8a9d772b8e fix: increase timeout and parallelize receipt processing
- ab_ai_bot: raise requests.post timeout 120s -> 600s so long OCR+LLM
  runs don't silently drop the reply in Discuss
- upload: run parse_upload in ThreadPoolExecutor so tesseract OCR
  doesn't block the FastAPI event loop
- expenses_agent: parse all receipts concurrently with asyncio.gather
  (Ollama semaphore caps parallelism at 2); reduces 13-receipt LLM
  time from ~39s sequential to ~20s parallel

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:50:12 -04:00
Carlos Garcia
ef6dad5a81 feat: OCR via tesseract, dedup, category selection for expense receipts
- Dockerfile: install tesseract-ocr so Pillow+pytesseract can OCR receipt images
- operational_store: JSON-serialize raw_data before passing to asyncpg JSONB
- receipt_parser: add SHA256 hash + date extracted from filename timestamps
- expenses_agent: deduplicate receipts by hash before creating expense records
- expenses_agent: fetch all expensable Odoo products, pass list to LLM for
  category selection (Meals, Flights, etc.) per receipt
- expenses_agent: pass date_hint from filename (e.g. 20260509_180857.jpg -> 2026-05-09)
  as fallback when OCR text is unavailable
- expenses_tools: add get_expense_products() to fetch all expensable products

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:40:32 -04:00
Carlos Garcia
4b7223a139 feat: file upload + expense report creation from Discuss attachments
- Discuss bot now reads ir.attachment from incoming messages; file-only
  messages no longer silently dropped
- ZIP files are described (contents listed) and bot asks clarifying
  question before acting; user's follow-up reply looks back for pending
  attachments so files don't need to be re-uploaded
- receipt_parser: extracts text from ZIP (recursive), JPG/PNG/etc (OCR),
  PDF (pdfplumber), HTML, TXT
- expenses_agent: full rewrite fixing broken method signatures; adds
  create_expense_sheet / create_expense / attach_receipt flow driven by
  LLM receipt parsing (Ollama, HIPAA-locked)
- master_agent: extra_context threads receipts + user_id into directives
- FastAPI /upload multipart endpoint; registered in main.py
- Odoo /ai/upload controller proxies files to agent service
- ab_ai_bot: dispatch_message_with_files() for multipart uploads

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:02:24 -04:00
ActiveBlue Build
fe47f950e4 feat(agents): add 7 specialist agents with tools and system prompts
Agents (all following 6-step contract: _plan/_gather/_reason/_act/_report):
- AccountingAgent: trial balance, chart of accounts, tax summary (HIPAA-locked)
- CrmAgent: pipeline summary, lead/opportunity management, won/lost analysis
- SalesAgent: sales orders, quotations, revenue by rep, expired quote detection
- ProjectAgent: task tracking, blocked/overdue detection, timesheet logging
- ElearningAgent: course completion, low-engagement flagging, next-course suggestion
- ExpensesAgent: expense sheets, pending approvals, policy violations (HIPAA-locked)
- EmployeesAgent: headcount, contracts, leaves, attendance, expired contract sweep (HIPAA-locked)

Tools (one file per domain):
- accounting_tools.py, crm_tools.py, sales_tools.py, project_tools.py
- elearning_tools.py, expenses_tools.py, employees_tools.py

System prompts: each agent has a domain-specific system.txt with rules and output format

All agents implement handle_peer_request() and sweep() for proactive monitoring
HIPAA-locked agents (accounting, expenses, employees) enforced via LLMRouter

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 18:04:32 -04:00