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>
105 lines
4.9 KiB
Python
105 lines
4.9 KiB
Python
from __future__ import annotations
|
|
import logging
|
|
from ..tools.odoo_client import OdooClient
|
|
|
|
logger = logging.getLogger(__name__)
|
|
|
|
|
|
class CrmTools:
|
|
def __init__(self, odoo: OdooClient):
|
|
self._o = odoo
|
|
|
|
async def get_leads(self, stage_id: int = None, user_id: int = None,
|
|
limit: int = 50, active: bool = True) -> list:
|
|
domain = [('type', '=', 'lead'), ('active', '=', active)]
|
|
if stage_id:
|
|
domain.append(('stage_id', '=', stage_id))
|
|
if user_id:
|
|
domain.append(('user_id', '=', user_id))
|
|
fields = ['name', 'partner_id', 'stage_id', 'user_id', 'expected_revenue',
|
|
'probability', 'date_deadline', 'priority']
|
|
return await self._o.search_read('crm.lead', domain, fields, limit=limit)
|
|
|
|
async def get_opportunities(self, stage_id: int = None, user_id: int = None,
|
|
limit: int = 50, active: bool = True) -> list:
|
|
domain = [('type', '=', 'opportunity'), ('active', '=', active)]
|
|
if stage_id:
|
|
domain.append(('stage_id', '=', stage_id))
|
|
if user_id:
|
|
domain.append(('user_id', '=', user_id))
|
|
fields = ['name', 'partner_id', 'stage_id', 'user_id', 'expected_revenue',
|
|
'probability', 'date_deadline', 'priority', 'date_closed']
|
|
return await self._o.search_read('crm.lead', domain, fields, limit=limit)
|
|
|
|
async def get_pipeline_summary(self) -> dict:
|
|
stages = await self._o.search_read('crm.stage', [], ['name', 'sequence'], limit=20)
|
|
opportunities = await self._o.search_read(
|
|
'crm.lead',
|
|
[('type', '=', 'opportunity'), ('active', '=', True)],
|
|
['stage_id', 'expected_revenue', 'probability'],
|
|
limit=500,
|
|
)
|
|
by_stage: dict = {}
|
|
for opp in opportunities:
|
|
sid = opp['stage_id'][0] if isinstance(opp['stage_id'], list) else opp['stage_id']
|
|
sname = opp['stage_id'][1] if isinstance(opp['stage_id'], list) else str(sid)
|
|
if sid not in by_stage:
|
|
by_stage[sid] = {'stage': sname, 'count': 0, 'total_revenue': 0.0, 'weighted': 0.0}
|
|
by_stage[sid]['count'] += 1
|
|
rev = opp.get('expected_revenue', 0)
|
|
prob = opp.get('probability', 0) / 100
|
|
by_stage[sid]['total_revenue'] += rev
|
|
by_stage[sid]['weighted'] += rev * prob
|
|
return {
|
|
'stages': list(by_stage.values()),
|
|
'total_opportunities': len(opportunities),
|
|
'total_pipeline': sum(o.get('expected_revenue', 0) for o in opportunities),
|
|
'weighted_pipeline': sum(
|
|
o.get('expected_revenue', 0) * o.get('probability', 0) / 100 for o in opportunities
|
|
),
|
|
}
|
|
|
|
async def update_lead_stage(self, lead_id: int, stage_id: int) -> bool:
|
|
result = await self._o.write('crm.lead', [lead_id], {'stage_id': stage_id})
|
|
return result.success
|
|
|
|
async def assign_lead(self, lead_id: int, user_id: int) -> bool:
|
|
result = await self._o.write('crm.lead', [lead_id], {'user_id': user_id})
|
|
return result.success
|
|
|
|
async def log_activity(self, lead_id: int, activity_type: str, note: str,
|
|
date_deadline: str = None) -> bool:
|
|
type_records = await self._o.search_read(
|
|
'mail.activity.type', [('name', 'ilike', activity_type)], ['id'], limit=1,
|
|
)
|
|
type_id = type_records[0]['id'] if type_records else False
|
|
vals = {'note': note, 'res_model': 'crm.lead', 'res_id': lead_id}
|
|
if type_id:
|
|
vals['activity_type_id'] = type_id
|
|
if date_deadline:
|
|
vals['date_deadline'] = date_deadline
|
|
await self._o.call('mail.activity', 'create', [vals])
|
|
return True
|
|
|
|
async def get_won_lost_analysis(self, date_from: str = None, date_to: str = None) -> dict:
|
|
domain_won = [('type', '=', 'opportunity'), ('probability', '=', 100)]
|
|
domain_lost = [('type', '=', 'opportunity'), ('active', '=', False)]
|
|
if date_from:
|
|
domain_won.append(('date_closed', '>=', date_from))
|
|
domain_lost.append(('date_closed', '>=', date_from))
|
|
if date_to:
|
|
domain_won.append(('date_closed', '<=', date_to))
|
|
domain_lost.append(('date_closed', '<=', date_to))
|
|
won = await self._o.search_read('crm.lead', domain_won, ['expected_revenue'], limit=500)
|
|
lost = await self._o.search_read('crm.lead', domain_lost, ['expected_revenue'], limit=500)
|
|
return {
|
|
'won_count': len(won),
|
|
'won_revenue': sum(o.get('expected_revenue', 0) for o in won),
|
|
'lost_count': len(lost),
|
|
'lost_revenue': sum(o.get('expected_revenue', 0) for o in lost),
|
|
}
|
|
|
|
async def post_chatter_note(self, model: str, record_id: int, note: str) -> bool:
|
|
await self._o.call(model, 'message_post', [[record_id]], {'body': note, 'message_type': 'comment'})
|
|
return True
|