# Finance Agent Research

## Odoo 18 Finance Domain — Key Models

### account.move (Invoices & Bills)
- `move_type`: `out_invoice` (customer invoice), `in_invoice` (vendor bill), `out_refund`, `in_refund`
- `state`: `draft`, `posted`, `cancel`
- `payment_state`: `not_paid`, `in_payment`, `paid`, `partial`, `reversed`
- `invoice_date_due`: payment due date
- `amount_residual`: outstanding balance
- `partner_id`: customer/vendor

### account.payment
- Payments linked to invoices via `account.move` reconciliation
- `payment_type`: `inbound` (receipts), `outbound` (payments)
- `state`: `draft`, `posted`, `cancel`

### account.bank.statement.line
- Bank statement lines for reconciliation
- `is_reconciled`: bool — whether matched to a payment/invoice

### Key Search Domains
- Overdue: `[('move_type','=','out_invoice'),('state','=','posted'),('payment_state','!=','paid'),('invoice_date_due','<', today)]`
- Unreconciled bank lines: `[('is_reconciled','=',False),('journal_id','=',journal_id)]`

## HIPAA Constraints
- Finance agent is HIPAA-locked — Ollama only, never cloud LLM
- Do not expose partner financial data to non-finance agents via PeerBus
- Aggregate/anonymise data in cross-agent responses

## Automation Thresholds (from spec)
- Auto-send reminder: overdue > 30 days AND amount_residual > 1,000
- Flag for review: overdue > 90 days (regardless of amount)
- Escalate to human: collection_rate < 70% OR overdue_total > 50,000

## Tool Limits
MAX_TOOLS_PER_AGENT = 8 (finance agent is at limit)