odoo-ai/agent_service/agents/crm_agent.py

from __future__ import annotations
import logging
from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
from ..tools.crm_tools import CrmTools

logger = logging.getLogger(__name__)

CRM_TOOLS = [
    {'name': 'get_leads', 'description': 'Get CRM leads',
     'parameters': {'stage_id': {'type': 'integer', 'optional': True},
                    'user_id': {'type': 'integer', 'optional': True},
                    'limit': {'type': 'integer', 'optional': True}}},
    {'name': 'get_opportunities', 'description': 'Get CRM opportunities',
     'parameters': {'stage_id': {'type': 'integer', 'optional': True},
                    'user_id': {'type': 'integer', 'optional': True},
                    'limit': {'type': 'integer', 'optional': True}}},
    {'name': 'get_pipeline_summary', 'description': 'Get pipeline summary by stage', 'parameters': {}},
    {'name': 'update_lead_stage', 'description': 'Move a lead/opp to a new stage',
     'parameters': {'lead_id': {'type': 'integer'}, 'stage_id': {'type': 'integer'}}},
    {'name': 'assign_lead', 'description': 'Assign lead to a salesperson',
     'parameters': {'lead_id': {'type': 'integer'}, 'user_id': {'type': 'integer'}}},
    {'name': 'log_activity', 'description': 'Log a CRM activity',
     'parameters': {'lead_id': {'type': 'integer'}, 'activity_type': {'type': 'string'},
                    'note': {'type': 'string'},
                    'date_deadline': {'type': 'string', 'optional': True}}},
    {'name': 'get_won_lost_analysis', 'description': 'Get won/lost opportunity analysis',
     'parameters': {'date_from': {'type': 'string', 'optional': True},
                    'date_to': {'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 CrmAgent(BaseAgent):
    name = 'crm_agent'
    domain = 'crm'
    required_odoo_module = 'crm'
    system_prompt_file = 'crm_system.txt'
    tools = CRM_TOOLS

    def __init__(self, odoo, llm, peer_bus=None):
        super().__init__(odoo, llm, peer_bus)
        self._ct = CrmTools(odoo)
        self._gathered_data = {}
        self._actions_taken = []
        self._escalations_list = []

    async def _plan(self, directive: AgentDirective) -> dict:
        intent = (directive.intent or '').lower()
        return {
            'fetch_pipeline': any(k in intent for k in ('pipeline', 'summary', 'overview')),
            'fetch_leads': 'lead' in intent,
            'fetch_opportunities': any(k in intent for k in ('opportunit', 'deal')),
            'fetch_won_lost': any(k in intent for k in ('won', 'lost', 'win rate')),
            'user_id': directive.context.get('user_id'),
        }

    async def _gather(self, ctx: dict) -> dict:
        plan = ctx.get('plan', {})
        data: dict = {}
        if plan.get('fetch_pipeline') or not any([plan.get('fetch_leads'), plan.get('fetch_opportunities')]):
            data['pipeline'] = await self._ct.get_pipeline_summary()
        if plan.get('fetch_leads'):
            data['leads'] = await self._ct.get_leads(user_id=plan.get('user_id'), limit=20)
        if plan.get('fetch_opportunities'):
            data['opportunities'] = await self._ct.get_opportunities(user_id=plan.get('user_id'), limit=20)
        if plan.get('fetch_won_lost'):
            data['won_lost'] = await self._ct.get_won_lost_analysis()
        self._gathered_data = data
        return data

    async def _reason(self, ctx: dict) -> dict:
        data = self._gathered_data
        analysis: dict = {'escalations': [], 'stale_leads': []}
        pipeline = data.get('pipeline', {})
        if pipeline:
            weighted = pipeline.get('weighted_pipeline', 0)
            if weighted < 10000:
                analysis['escalations'].append(f'Low weighted pipeline: {weighted:.2f}')
        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
        parts = []
        pipeline = data.get('pipeline', {})
        if pipeline:
            total = pipeline.get('total_opportunities', 0)
            value = pipeline.get('weighted_pipeline', 0)
            parts.append(f'Pipeline: {total} opportunities, weighted value {value:.2f}.')
        won_lost = data.get('won_lost', {})
        if won_lost:
            parts.append(f'Won: {won_lost.get("won_count", 0)}, Lost: {won_lost.get("lost_count", 0)}.')
        if not parts:
            parts.append('CRM 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_leads': self._ct.get_leads,
            'get_opportunities': self._ct.get_opportunities,
            'get_pipeline_summary': self._ct.get_pipeline_summary,
            'update_lead_stage': self._ct.update_lead_stage,
            'assign_lead': self._ct.assign_lead,
            'log_activity': self._ct.log_activity,
            'get_won_lost_analysis': self._ct.get_won_lost_analysis,
            'post_chatter_note': self._ct.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 == 'pipeline_summary':
                return await self._ct.get_pipeline_summary()
            if req_type == 'opportunities':
                return {'opportunities': await self._ct.get_opportunities(user_id=request.get('user_id'))}
            return {'error': f'Unknown type: {req_type}'}
        except Exception as exc:
            return {'error': str(exc)}

    async def sweep(self) -> SweepReport:
        findings = []
        try:
            pipeline = await self._ct.get_pipeline_summary()
            if pipeline.get('weighted_pipeline', 0) < 5000:
                findings.append({'type': 'low_pipeline', 'severity': 'medium',
                                  'weighted': pipeline.get('weighted_pipeline', 0)})
        except Exception as exc:
            return SweepReport(agent=self.name, findings=[], actions=[], error=str(exc))
        return SweepReport(agent=self.name, findings=findings, actions=[],
                           summary=f'CRM sweep: {len(findings)} findings.')