Files
odoo-ai/agent_service/tools/expenses_tools.py
Carlos Garcia ef6dad5a81 feat: OCR via tesseract, dedup, category selection for expense receipts
- Dockerfile: install tesseract-ocr so Pillow+pytesseract can OCR receipt images
- operational_store: JSON-serialize raw_data before passing to asyncpg JSONB
- receipt_parser: add SHA256 hash + date extracted from filename timestamps
- expenses_agent: deduplicate receipts by hash before creating expense records
- expenses_agent: fetch all expensable Odoo products, pass list to LLM for
  category selection (Meals, Flights, etc.) per receipt
- expenses_agent: pass date_hint from filename (e.g. 20260509_180857.jpg -> 2026-05-09)
  as fallback when OCR text is unavailable
- expenses_tools: add get_expense_products() to fetch all expensable products

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 01:40:32 -04:00

157 lines
6.3 KiB
Python

from __future__ import annotations
import logging
from ..tools.odoo_client import OdooClient
logger = logging.getLogger(__name__)
class ExpensesTools:
def __init__(self, odoo: OdooClient):
self._o = odoo
async def get_expenses(self, employee_id: int = None, state: str = None,
date_from: str = None, date_to: str = None, limit: int = 50) -> list:
domain = []
if employee_id:
domain.append(('employee_id', '=', employee_id))
if state:
domain.append(('state', '=', state))
if date_from:
domain.append(('date', '>=', date_from))
if date_to:
domain.append(('date', '<=', date_to))
fields = ['name', 'employee_id', 'product_id', 'total_amount', 'date',
'state', 'sheet_id', 'description']
return await self._o.search_read('hr.expense', domain, fields, limit=limit)
async def get_expense_sheets(self, state: str = None, employee_id: int = None,
limit: int = 50) -> list:
domain = []
if state:
domain.append(('state', '=', state))
if employee_id:
domain.append(('employee_id', '=', employee_id))
fields = ['name', 'employee_id', 'state', 'total_amount', 'date',
'accounting_date', 'journal_id']
return await self._o.search_read('hr.expense.sheet', domain, fields, limit=limit)
async def get_pending_approvals(self) -> list:
return await self._o.search_read(
'hr.expense.sheet',
[('state', '=', 'submit')],
['name', 'employee_id', 'total_amount', 'date'],
limit=100,
)
async def approve_expense_sheet(self, sheet_id: int) -> bool:
try:
await self._o.call('hr.expense.sheet', 'approve_expense_sheets', [[sheet_id]])
logger.info('Approved expense sheet %s', sheet_id)
return True
except Exception as exc:
logger.warning('approve_expense_sheet failed %s: %s', sheet_id, exc)
return False
async def get_expenses_summary(self, date_from: str = None, date_to: str = None) -> dict:
domain = [('state', 'not in', ['refused'])]
if date_from:
domain.append(('date', '>=', date_from))
if date_to:
domain.append(('date', '<=', date_to))
expenses = await self._o.search_read('hr.expense', domain, ['total_amount', 'employee_id', 'product_id'], limit=1000)
total = sum(e.get('total_amount', 0) for e in expenses)
pending_sheets = await self.get_pending_approvals()
return {
'total_expenses': len(expenses),
'total_amount': total,
'pending_approval_count': len(pending_sheets),
'pending_amount': sum(s.get('total_amount', 0) for s in pending_sheets),
}
async def get_expense_by_employee(self, employee_id: int, limit: int = 20) -> list:
return await self._o.search_read(
'hr.expense',
[('employee_id', '=', employee_id)],
['name', 'total_amount', 'date', 'state', 'product_id'],
limit=limit,
)
async def flag_for_review(self, model: str, record_id: int, reason: str, severity: str = 'medium') -> bool:
msg = f'[AI FLAG - {severity.upper()}] {reason}'
await self._o.call(model, 'message_post', [[record_id]], {'body': msg, 'message_type': 'comment'})
return True
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
async def get_employee_id_for_user(self, user_id) -> int | None:
if not user_id:
return None
try:
records = await self._o.search_read(
'hr.employee', [('user_id', '=', int(user_id))], ['id', 'name'], limit=1)
return records[0]['id'] if records else None
except Exception as exc:
logger.warning('get_employee_id_for_user failed user_id=%s: %s', user_id, exc)
return None
async def get_default_expense_product(self) -> int | None:
try:
records = await self._o.search_read(
'product.product',
[('can_be_expensed', '=', True), ('type', '=', 'service')],
['id', 'name'], limit=1)
return records[0]['id'] if records else None
except Exception as exc:
logger.warning('get_default_expense_product failed: %s', exc)
return None
async def get_expense_products(self) -> list:
"""Return all expensable products for category selection."""
try:
return await self._o.search_read(
'product.product',
[('can_be_expensed', '=', True)],
['id', 'name'], limit=100)
except Exception as exc:
logger.warning('get_expense_products failed: %s', exc)
return []
async def create_expense_sheet(self, name: str, employee_id: int):
return await self._o.create('hr.expense.sheet', {
'name': name,
'employee_id': employee_id,
})
async def create_expense(self, sheet_id: int, employee_id: int, name: str,
total_amount: float, date: str, product_id: int = None,
description: str = ''):
vals: dict = {
'name': name,
'employee_id': employee_id,
'sheet_id': sheet_id,
'total_amount': total_amount,
'quantity': 1.0,
}
if date:
vals['date'] = date
if product_id:
vals['product_id'] = product_id
return await self._o.create('hr.expense', vals)
async def attach_receipt(self, model: str, record_id: int, filename: str,
file_b64: str, mimetype: str) -> bool:
try:
await self._o.create('ir.attachment', {
'name': filename,
'datas': file_b64,
'res_model': model,
'res_id': record_id,
'mimetype': mimetype,
})
return True
except Exception as exc:
logger.warning('attach_receipt failed %s/%s: %s', model, record_id, exc)
return False