fe47f950e4
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>
87 lines
4.0 KiB
Python
87 lines
4.0 KiB
Python
from __future__ import annotations
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import logging
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from datetime import date, timedelta
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from ..tools.odoo_client import OdooClient
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logger = logging.getLogger(__name__)
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class AccountingTools:
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def __init__(self, odoo: OdooClient):
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self._o = odoo
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async def get_journal_entries(self, journal_id: int = None, date_from: str = None,
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date_to: str = None, state: str = 'posted', limit: int = 50) -> list:
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domain = [('move_type', '=', 'entry'), ('state', '=', state)]
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if journal_id:
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domain.append(('journal_id', '=', journal_id))
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if date_from:
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domain.append(('date', '>=', date_from))
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if date_to:
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domain.append(('date', '<=', date_to))
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fields = ['name', 'date', 'journal_id', 'ref', 'state', 'amount_total', 'line_ids']
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return await self._o.search_read('account.move', domain, fields, limit=limit)
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async def get_chart_of_accounts(self, account_type: str = None, limit: int = 100) -> list:
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domain = [('deprecated', '=', False)]
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if account_type:
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domain.append(('account_type', '=', account_type))
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fields = ['code', 'name', 'account_type', 'balance', 'currency_id']
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return await self._o.search_read('account.account', domain, fields, limit=limit)
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async def get_account_balance(self, account_id: int) -> dict:
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records = await self._o.search_read(
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'account.account', [('id', '=', account_id)],
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['code', 'name', 'balance', 'account_type'], limit=1,
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)
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return records[0] if records else {}
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async def get_trial_balance(self, date_from: str = None, date_to: str = None) -> list:
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today = date.today()
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df = date_from or today.replace(day=1).isoformat()
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dt = date_to or today.isoformat()
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domain = [
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('move_id.state', '=', 'posted'),
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('date', '>=', df),
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('date', '<=', dt),
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]
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fields = ['account_id', 'debit', 'credit', 'balance']
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lines = await self._o.search_read('account.move.line', domain, fields, limit=500)
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by_account: dict = {}
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for line in lines:
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aid = line['account_id'][0] if isinstance(line['account_id'], list) else line['account_id']
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aname = line['account_id'][1] if isinstance(line['account_id'], list) else str(aid)
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if aid not in by_account:
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by_account[aid] = {'account_id': aid, 'account_name': aname, 'debit': 0.0, 'credit': 0.0}
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by_account[aid]['debit'] += line.get('debit', 0.0)
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by_account[aid]['credit'] += line.get('credit', 0.0)
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result = list(by_account.values())
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for r in result:
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r['balance'] = r['debit'] - r['credit']
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return result
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async def get_tax_summary(self, date_from: str = None, date_to: str = None) -> dict:
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today = date.today()
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df = date_from or today.replace(day=1).isoformat()
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dt = date_to or today.isoformat()
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domain = [
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('move_id.state', '=', 'posted'),
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('date', '>=', df),
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('date', '<=', dt),
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('tax_ids', '!=', False),
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]
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fields = ['tax_ids', 'debit', 'credit', 'balance']
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lines = await self._o.search_read('account.move.line', domain, fields, limit=500)
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total_tax = sum(abs(line.get('balance', 0)) for line in lines)
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return {'period_from': df, 'period_to': dt, 'total_tax_lines': len(lines), 'total_tax_amount': total_tax}
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async def flag_for_review(self, model: str, record_id: int, reason: str, severity: str = 'medium') -> bool:
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note = f'[AI FLAG - {severity.upper()}] {reason}'
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await self._o.call(model, 'message_post', [[record_id]], {'body': note, 'message_type': 'comment'})
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logger.info('Flagged %s:%s (%s) for review', model, record_id, severity)
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return True
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async def post_chatter_note(self, model: str, record_id: int, note: str) -> bool:
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await self._o.call(model, 'message_post', [[record_id]], {'body': note, 'message_type': 'comment'})
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return True
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