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>
147 lines
6.8 KiB
Python
147 lines
6.8 KiB
Python
from __future__ import annotations
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import logging
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from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
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from ..tools.project_tools import ProjectTools
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logger = logging.getLogger(__name__)
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PROJECT_TOOLS = [
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{'name': 'get_projects', 'description': 'List projects',
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'parameters': {'active': {'type': 'boolean', 'optional': True},
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'limit': {'type': 'integer', 'optional': True}}},
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{'name': 'get_tasks', 'description': 'Get tasks with filters',
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'parameters': {'project_id': {'type': 'integer', 'optional': True},
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'stage_id': {'type': 'integer', 'optional': True},
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'user_id': {'type': 'integer', 'optional': True},
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'limit': {'type': 'integer', 'optional': True}}},
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{'name': 'get_project_summary', 'description': 'Get summary for a specific project',
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'parameters': {'project_id': {'type': 'integer'}}},
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{'name': 'update_task_stage', 'description': 'Move task to a new stage',
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'parameters': {'task_id': {'type': 'integer'}, 'stage_id': {'type': 'integer'}}},
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{'name': 'assign_task', 'description': 'Assign task to a user',
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'parameters': {'task_id': {'type': 'integer'}, 'user_id': {'type': 'integer'}}},
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{'name': 'create_task', 'description': 'Create a new task in a project',
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'parameters': {'project_id': {'type': 'integer'}, 'name': {'type': 'string'},
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'description': {'type': 'string', 'optional': True},
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'user_id': {'type': 'integer', 'optional': True},
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'date_deadline': {'type': 'string', 'optional': True}}},
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{'name': 'log_timesheet', 'description': 'Log timesheet hours on a task',
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'parameters': {'task_id': {'type': 'integer'}, 'employee_id': {'type': 'integer'},
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'hours': {'type': 'number'}, 'description': {'type': 'string', 'optional': True},
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'date': {'type': 'string', 'optional': True}}},
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{'name': 'post_chatter_note', 'description': 'Post a note on a record',
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'parameters': {'model': {'type': 'string'}, 'record_id': {'type': 'integer'},
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'note': {'type': 'string'}}},
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]
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class ProjectAgent(BaseAgent):
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name = 'project_agent'
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domain = 'project'
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required_odoo_module = 'project'
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system_prompt_file = 'project_system.txt'
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tools = PROJECT_TOOLS
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def __init__(self, odoo, llm, peer_bus=None):
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super().__init__(odoo, llm, peer_bus)
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self._pt = ProjectTools(odoo)
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self._gathered_data = {}
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self._actions_taken = []
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self._escalations_list = []
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async def _plan(self, directive: AgentDirective) -> dict:
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intent = (directive.intent or '').lower()
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return {
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'fetch_projects': any(k in intent for k in ('project', 'overview')),
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'fetch_tasks': 'task' in intent,
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'project_id': directive.context.get('project_id'),
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'user_id': directive.context.get('user_id'),
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}
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async def _gather(self, ctx: dict) -> dict:
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plan = ctx.get('plan', {})
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data: dict = {}
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if plan.get('fetch_projects') or not plan.get('fetch_tasks'):
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data['projects'] = await self._pt.get_projects(limit=20)
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if plan.get('fetch_tasks') or plan.get('project_id'):
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data['tasks'] = await self._pt.get_tasks(
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project_id=plan.get('project_id'), user_id=plan.get('user_id'), limit=50,
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)
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self._gathered_data = data
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return data
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async def _reason(self, ctx: dict) -> dict:
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data = self._gathered_data
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analysis: dict = {'escalations': [], 'blocked_tasks': []}
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tasks = data.get('tasks', [])
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blocked = [t for t in tasks if t.get('kanban_state') == 'blocked']
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analysis['blocked_tasks'] = blocked
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if len(blocked) > 5:
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analysis['escalations'].append(f'{len(blocked)} tasks are blocked.')
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self._escalations_list = analysis['escalations']
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return analysis
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async def _act(self, ctx: dict) -> list:
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return []
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async def _report(self, ctx: dict) -> AgentReport:
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data = self._gathered_data
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analysis = ctx.get('analysis', {})
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parts = []
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projects = data.get('projects', [])
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if projects:
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parts.append(f'Projects: {len(projects)} active.')
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tasks = data.get('tasks', [])
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if tasks:
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blocked = len(analysis.get('blocked_tasks', []))
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parts.append(f'Tasks: {len(tasks)} total, {blocked} blocked.')
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if not parts:
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parts.append('Project review complete.')
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return AgentReport(agent=self.name, summary=chr(10).join(parts),
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data=data, escalations=self._escalations_list, actions_taken=[])
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async def _dispatch_tool(self, name: str, args: dict):
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dispatch = {
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'get_projects': self._pt.get_projects,
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'get_tasks': self._pt.get_tasks,
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'get_project_summary': self._pt.get_project_summary,
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'update_task_stage': self._pt.update_task_stage,
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'assign_task': self._pt.assign_task,
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'create_task': self._pt.create_task,
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'log_timesheet': self._pt.log_timesheet,
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'post_chatter_note': self._pt.post_chatter_note,
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}
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if name not in dispatch:
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raise ValueError(f'Unknown tool: {name}')
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return await dispatch[name](**args)
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async def handle_peer_request(self, request: dict) -> dict:
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req_type = request.get('type', '')
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try:
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if req_type == 'project_list':
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return {'projects': await self._pt.get_projects()}
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if req_type == 'task_count':
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tasks = await self._pt.get_tasks(project_id=request.get('project_id'))
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return {'count': len(tasks)}
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return {'error': f'Unknown type: {req_type}'}
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except Exception as exc:
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return {'error': str(exc)}
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async def sweep(self) -> SweepReport:
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findings = []
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try:
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tasks = await self._pt.get_tasks(limit=200)
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import datetime
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today = str(datetime.date.today())
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for t in tasks:
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if t.get('kanban_state') == 'blocked':
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findings.append({'type': 'blocked_task', 'task_id': t.get('id'),
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'name': t.get('name', ''), 'severity': 'medium'})
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elif t.get('date_deadline') and t['date_deadline'] < today:
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findings.append({'type': 'overdue_task', 'task_id': t.get('id'),
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'name': t.get('name', ''), 'severity': 'low'})
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except Exception as exc:
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return SweepReport(agent=self.name, findings=[], actions=[], error=str(exc))
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return SweepReport(agent=self.name, findings=findings, actions=[],
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summary=f'Project sweep: {len(findings)} issues found.')
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