Carlos Garcia
233f461480
- All specialist agents: handle_peer_request(request_type, params, directive_id) replaces handle_peer_request(request: dict) so callers pass structured args - ab_ai_bot: force-write bus_presence.status via SQL so Odoo 18 WebSocket presence shows the correct colour immediately (ORM compute does not trigger on last_poll writes) - odoo_client: wrap XML-RPC executor calls in asyncio.wait_for to enforce timeout 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
|
|
import logging
|
|
from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
|
|
from ..tools.accounting_tools import AccountingTools
|
|
|
|
logger = logging.getLogger(__name__)
|
|
|
|
ACCOUNTING_TOOLS = [
|
|
{'name': 'get_journal_entries', 'description': 'Retrieve journal entries',
|
|
'parameters': {'journal_id': {'type': 'integer', 'optional': True},
|
|
'date_from': {'type': 'string', 'optional': True},
|
|
'date_to': {'type': 'string', 'optional': True},
|
|
'state': {'type': 'string', 'optional': True},
|
|
'limit': {'type': 'integer', 'optional': True}}},
|
|
{'name': 'get_chart_of_accounts', 'description': 'Get chart of accounts',
|
|
'parameters': {'account_type': {'type': 'string', 'optional': True},
|
|
'limit': {'type': 'integer', 'optional': True}}},
|
|
{'name': 'get_account_balance', 'description': 'Get balance for a specific account',
|
|
'parameters': {'account_id': {'type': 'integer'}}},
|
|
{'name': 'get_trial_balance', 'description': 'Get trial balance for a period',
|
|
'parameters': {'date_from': {'type': 'string', 'optional': True},
|
|
'date_to': {'type': 'string', 'optional': True}}},
|
|
{'name': 'get_tax_summary', 'description': 'Get tax summary for a period',
|
|
'parameters': {'date_from': {'type': 'string', 'optional': True},
|
|
'date_to': {'type': 'string', 'optional': True}}},
|
|
{'name': 'flag_for_review', 'description': 'Flag a journal entry 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 AccountingAgent(BaseAgent):
|
|
name = 'accounting_agent'
|
|
domain = 'accounting'
|
|
required_odoo_module = 'account'
|
|
system_prompt_file = 'accounting_system.txt'
|
|
tools = ACCOUNTING_TOOLS
|
|
|
|
def __init__(self, odoo, llm, peer_bus=None):
|
|
super().__init__(odoo, llm, peer_bus)
|
|
self._at = AccountingTools(odoo)
|
|
self._gathered_data = {}
|
|
self._actions_taken = []
|
|
self._escalations_list = []
|
|
|
|
async def _plan(self, directive: AgentDirective) -> dict:
|
|
intent = (directive.intent or '').lower()
|
|
return {
|
|
'fetch_trial_balance': any(k in intent for k in ('trial', 'balance', 'report')),
|
|
'fetch_tax': any(k in intent for k in ('tax', 'vat', 'gst')),
|
|
'fetch_entries': any(k in intent for k in ('journal', 'entry', 'entries')),
|
|
'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 = {}
|
|
if plan.get('fetch_trial_balance'):
|
|
data['trial_balance'] = await self._at.get_trial_balance(
|
|
date_from=plan.get('date_from'), date_to=plan.get('date_to'),
|
|
)
|
|
if plan.get('fetch_tax'):
|
|
data['tax_summary'] = await self._at.get_tax_summary(
|
|
date_from=plan.get('date_from'), date_to=plan.get('date_to'),
|
|
)
|
|
if plan.get('fetch_entries') or not data:
|
|
data['entries'] = await self._at.get_journal_entries(limit=20)
|
|
self._gathered_data = data
|
|
return data
|
|
|
|
async def _reason(self, ctx: dict) -> dict:
|
|
data = self._gathered_data
|
|
analysis: dict = {'flags': [], 'escalations': []}
|
|
trial = data.get('trial_balance', [])
|
|
for account in trial:
|
|
bal = account.get('balance', 0)
|
|
if abs(bal) > 100000:
|
|
analysis['flags'].append({'account': account.get('account_name'), 'balance': bal})
|
|
self._escalations_list = analysis.get('escalations', [])
|
|
return analysis
|
|
|
|
async def _act(self, ctx: dict) -> list:
|
|
return []
|
|
|
|
async def _report(self, ctx: dict) -> AgentReport:
|
|
data = self._gathered_data
|
|
parts = []
|
|
trial = data.get('trial_balance', [])
|
|
if trial:
|
|
parts.append(f'Trial balance: {len(trial)} accounts.')
|
|
tax = data.get('tax_summary', {})
|
|
if tax:
|
|
parts.append(f'Tax: {tax.get("total_tax_amount", 0):.2f} in {tax.get("total_tax_lines", 0)} lines.')
|
|
if not parts:
|
|
parts.append('Accounting 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):
|
|
if name == 'get_journal_entries':
|
|
return await self._at.get_journal_entries(**args)
|
|
if name == 'get_chart_of_accounts':
|
|
return await self._at.get_chart_of_accounts(**args)
|
|
if name == 'get_account_balance':
|
|
return await self._at.get_account_balance(**args)
|
|
if name == 'get_trial_balance':
|
|
return await self._at.get_trial_balance(**args)
|
|
if name == 'get_tax_summary':
|
|
return await self._at.get_tax_summary(**args)
|
|
if name == 'flag_for_review':
|
|
return await self._at.flag_for_review(**args)
|
|
if name == 'post_chatter_note':
|
|
return await self._at.post_chatter_note(**args)
|
|
raise ValueError(f'Unknown tool: {name}')
|
|
|
|
async def handle_peer_request(self, request_type: str, params: dict, directive_id: str) -> dict:
|
|
try:
|
|
if request_type == 'trial_balance':
|
|
return {'trial_balance': await self._at.get_trial_balance()}
|
|
if request_type == 'account_balance':
|
|
return await self._at.get_account_balance(account_id=params['account_id'])
|
|
if request_type == 'tax_summary':
|
|
return await self._at.get_tax_summary()
|
|
return {'error': f'Unknown type: {request_type}'}
|
|
except Exception as exc:
|
|
return {'error': str(exc)}
|
|
|
|
async def sweep(self) -> SweepReport:
|
|
findings = []
|
|
try:
|
|
trial = await self._at.get_trial_balance()
|
|
for account in trial:
|
|
if abs(account.get('balance', 0)) > 500000:
|
|
findings.append({'type': 'large_balance', 'account': account.get('account_name'),
|
|
'balance': account.get('balance', 0), 'severity': 'high'})
|
|
except Exception as exc:
|
|
return SweepReport(agent=self.name, findings=[], actions=[], error=str(exc))
|
|
return SweepReport(agent=self.name, findings=findings, actions=[],
|
|
summary=f'Sweep: {len(findings)} large balance accounts found.')
|