Files
odoo-ai/agent_service/agents/project_agent.py
ActiveBlue Build fe47f950e4 feat(agents): add 7 specialist agents with tools and system prompts
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>
2026-04-12 18:04:32 -04:00

147 lines
6.8 KiB
Python

from __future__ import annotations
import logging
from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
from ..tools.project_tools import ProjectTools
logger = logging.getLogger(__name__)
PROJECT_TOOLS = [
{'name': 'get_projects', 'description': 'List projects',
'parameters': {'active': {'type': 'boolean', 'optional': True},
'limit': {'type': 'integer', 'optional': True}}},
{'name': 'get_tasks', 'description': 'Get tasks with filters',
'parameters': {'project_id': {'type': 'integer', 'optional': True},
'stage_id': {'type': 'integer', 'optional': True},
'user_id': {'type': 'integer', 'optional': True},
'limit': {'type': 'integer', 'optional': True}}},
{'name': 'get_project_summary', 'description': 'Get summary for a specific project',
'parameters': {'project_id': {'type': 'integer'}}},
{'name': 'update_task_stage', 'description': 'Move task to a new stage',
'parameters': {'task_id': {'type': 'integer'}, 'stage_id': {'type': 'integer'}}},
{'name': 'assign_task', 'description': 'Assign task to a user',
'parameters': {'task_id': {'type': 'integer'}, 'user_id': {'type': 'integer'}}},
{'name': 'create_task', 'description': 'Create a new task in a project',
'parameters': {'project_id': {'type': 'integer'}, 'name': {'type': 'string'},
'description': {'type': 'string', 'optional': True},
'user_id': {'type': 'integer', 'optional': True},
'date_deadline': {'type': 'string', 'optional': True}}},
{'name': 'log_timesheet', 'description': 'Log timesheet hours on a task',
'parameters': {'task_id': {'type': 'integer'}, 'employee_id': {'type': 'integer'},
'hours': {'type': 'number'}, 'description': {'type': 'string', 'optional': True},
'date': {'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 ProjectAgent(BaseAgent):
name = 'project_agent'
domain = 'project'
required_odoo_module = 'project'
system_prompt_file = 'project_system.txt'
tools = PROJECT_TOOLS
def __init__(self, odoo, llm, peer_bus=None):
super().__init__(odoo, llm, peer_bus)
self._pt = ProjectTools(odoo)
self._gathered_data = {}
self._actions_taken = []
self._escalations_list = []
async def _plan(self, directive: AgentDirective) -> dict:
intent = (directive.intent or '').lower()
return {
'fetch_projects': any(k in intent for k in ('project', 'overview')),
'fetch_tasks': 'task' in intent,
'project_id': directive.context.get('project_id'),
'user_id': directive.context.get('user_id'),
}
async def _gather(self, ctx: dict) -> dict:
plan = ctx.get('plan', {})
data: dict = {}
if plan.get('fetch_projects') or not plan.get('fetch_tasks'):
data['projects'] = await self._pt.get_projects(limit=20)
if plan.get('fetch_tasks') or plan.get('project_id'):
data['tasks'] = await self._pt.get_tasks(
project_id=plan.get('project_id'), user_id=plan.get('user_id'), limit=50,
)
self._gathered_data = data
return data
async def _reason(self, ctx: dict) -> dict:
data = self._gathered_data
analysis: dict = {'escalations': [], 'blocked_tasks': []}
tasks = data.get('tasks', [])
blocked = [t for t in tasks if t.get('kanban_state') == 'blocked']
analysis['blocked_tasks'] = blocked
if len(blocked) > 5:
analysis['escalations'].append(f'{len(blocked)} tasks are blocked.')
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
analysis = ctx.get('analysis', {})
parts = []
projects = data.get('projects', [])
if projects:
parts.append(f'Projects: {len(projects)} active.')
tasks = data.get('tasks', [])
if tasks:
blocked = len(analysis.get('blocked_tasks', []))
parts.append(f'Tasks: {len(tasks)} total, {blocked} blocked.')
if not parts:
parts.append('Project 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_projects': self._pt.get_projects,
'get_tasks': self._pt.get_tasks,
'get_project_summary': self._pt.get_project_summary,
'update_task_stage': self._pt.update_task_stage,
'assign_task': self._pt.assign_task,
'create_task': self._pt.create_task,
'log_timesheet': self._pt.log_timesheet,
'post_chatter_note': self._pt.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 == 'project_list':
return {'projects': await self._pt.get_projects()}
if req_type == 'task_count':
tasks = await self._pt.get_tasks(project_id=request.get('project_id'))
return {'count': len(tasks)}
return {'error': f'Unknown type: {req_type}'}
except Exception as exc:
return {'error': str(exc)}
async def sweep(self) -> SweepReport:
findings = []
try:
tasks = await self._pt.get_tasks(limit=200)
import datetime
today = str(datetime.date.today())
for t in tasks:
if t.get('kanban_state') == 'blocked':
findings.append({'type': 'blocked_task', 'task_id': t.get('id'),
'name': t.get('name', ''), 'severity': 'medium'})
elif t.get('date_deadline') and t['date_deadline'] < today:
findings.append({'type': 'overdue_task', 'task_id': t.get('id'),
'name': t.get('name', ''), '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'Project sweep: {len(findings)} issues found.')