odoo-ai/agent_service/agents/expenses_agent.py

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.')