from __future__ import annotations import logging from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport from ..tools.expenses_tools import ExpensesTools logger = logging.getLogger(__name__) EXPENSES_TOOLS = [ {'name': 'get_expenses', 'description': 'Retrieve expense records', 'parameters': {'employee_id': {'type': 'integer', 'optional': True}, 'state': {'type': 'string', 'optional': True}, 'date_from': {'type': 'string', 'optional': True}, 'date_to': {'type': 'string', 'optional': True}, 'limit': {'type': 'integer', 'optional': True}}}, {'name': 'get_expense_sheets', 'description': 'Get expense report sheets', 'parameters': {'state': {'type': 'string', 'optional': True}, 'employee_id': {'type': 'integer', 'optional': True}, 'limit': {'type': 'integer', 'optional': True}}}, {'name': 'get_pending_approvals', 'description': 'Get expense sheets pending approval', 'parameters': {}}, {'name': 'approve_expense_sheet', 'description': 'Approve an expense sheet', 'parameters': {'sheet_id': {'type': 'integer'}}}, {'name': 'get_expenses_summary', 'description': 'Get expense summary for a period', 'parameters': {'date_from': {'type': 'string', 'optional': True}, 'date_to': {'type': 'string', 'optional': True}}}, {'name': 'get_expense_by_employee', 'description': 'Get expenses for a specific employee', 'parameters': {'employee_id': {'type': 'integer'}, 'limit': {'type': 'integer', 'optional': True}}}, {'name': 'flag_for_review', 'description': 'Flag an expense for review', 'parameters': {'model': {'type': 'string'}, 'record_id': {'type': 'integer'}, 'reason': {'type': 'string'}, 'severity': {'type': 'string', 'optional': True}}}, {'name': 'post_chatter_note', 'description': 'Post a note on a record', 'parameters': {'model': {'type': 'string'}, 'record_id': {'type': 'integer'}, 'note': {'type': 'string'}}}, ] class ExpensesAgent(BaseAgent): name = 'expenses_agent' domain = 'expenses' required_odoo_module = 'hr_expense' system_prompt_file = 'expenses_system.txt' tools = EXPENSES_TOOLS def __init__(self, odoo, llm, peer_bus=None): super().__init__(odoo, llm, peer_bus) self._et = ExpensesTools(odoo) self._gathered_data = {} self._actions_taken = [] self._escalations_list = [] async def _plan(self, directive: AgentDirective) -> dict: intent = (directive.intent or '').lower() return { 'fetch_summary': any(k in intent for k in ('summary', 'overview', 'report')), 'fetch_pending': any(k in intent for k in ('pending', 'approve', 'approval')), 'employee_id': directive.context.get('employee_id'), 'date_from': directive.context.get('date_from'), 'date_to': directive.context.get('date_to'), } async def _gather(self, ctx: dict) -> dict: plan = ctx.get('plan', {}) data: dict = {} data['summary'] = await self._et.get_expenses_summary( date_from=plan.get('date_from'), date_to=plan.get('date_to'), ) if plan.get('fetch_pending'): data['pending'] = await self._et.get_pending_approvals() self._gathered_data = data return data async def _reason(self, ctx: dict) -> dict: data = self._gathered_data analysis: dict = {'escalations': [], 'flags': []} summary = data.get('summary', {}) if summary.get('pending_approval_count', 0) > 10: analysis['escalations'].append( f'{summary["pending_approval_count"]} expense sheets pending approval.' ) self._escalations_list = analysis['escalations'] return analysis async def _act(self, ctx: dict) -> list: return [] async def _report(self, ctx: dict) -> AgentReport: data = self._gathered_data summary = data.get('summary', {}) parts = [] if summary: parts.append( f'Expenses: {summary.get("total_expenses", 0)} records, ' f'total {summary.get("total_amount", 0):.2f}. ' f'{summary.get("pending_approval_count", 0)} pending approval.' ) if not parts: parts.append('Expenses review complete.') return AgentReport(agent=self.name, summary=chr(10).join(parts), data=data, escalations=self._escalations_list, actions_taken=[]) async def _dispatch_tool(self, name: str, args: dict): dispatch = { 'get_expenses': self._et.get_expenses, 'get_expense_sheets': self._et.get_expense_sheets, 'get_pending_approvals': self._et.get_pending_approvals, 'approve_expense_sheet': self._et.approve_expense_sheet, 'get_expenses_summary': self._et.get_expenses_summary, 'get_expense_by_employee': self._et.get_expense_by_employee, 'flag_for_review': self._et.flag_for_review, 'post_chatter_note': self._et.post_chatter_note, } if name not in dispatch: raise ValueError(f'Unknown tool: {name}') return await dispatch[name](**args) async def handle_peer_request(self, request: dict) -> dict: req_type = request.get('type', '') try: if req_type == 'expenses_summary': return await self._et.get_expenses_summary() if req_type == 'employee_expenses': return {'expenses': await self._et.get_expense_by_employee(employee_id=request['employee_id'])} return {'error': f'Unknown type: {req_type}'} except Exception as exc: return {'error': str(exc)} async def sweep(self) -> SweepReport: findings = [] try: pending = await self._et.get_pending_approvals() for sheet in pending: findings.append({'type': 'pending_expense_approval', 'sheet_id': sheet.get('id'), 'employee': sheet.get('employee_id', [0, ''])[1] if isinstance(sheet.get('employee_id'), list) else '', 'amount': sheet.get('total_amount', 0), 'severity': 'low'}) except Exception as exc: return SweepReport(agent=self.name, findings=[], actions=[], error=str(exc)) return SweepReport(agent=self.name, findings=findings, actions=[], summary=f'Expenses sweep: {len(findings)} pending approvals.')