Files
odoo-ai/agent_service/agents/employees_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

159 lines
7.6 KiB
Python

from __future__ import annotations
import logging
from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
from ..tools.employees_tools import EmployeesTools
logger = logging.getLogger(__name__)
EMPLOYEES_TOOLS = [
{'name': 'get_employees', 'description': 'List employees',
'parameters': {'department_id': {'type': 'integer', 'optional': True},
'active': {'type': 'boolean', 'optional': True},
'limit': {'type': 'integer', 'optional': True}}},
{'name': 'get_employee_profile', 'description': 'Get detailed profile for one employee',
'parameters': {'employee_id': {'type': 'integer'}}},
{'name': 'get_leaves', 'description': 'Get leave requests',
'parameters': {'employee_id': {'type': 'integer', 'optional': True},
'state': {'type': 'string', 'optional': True},
'date_from': {'type': 'string', 'optional': True},
'limit': {'type': 'integer', 'optional': True}}},
{'name': 'get_contracts', 'description': 'Get employee contracts',
'parameters': {'employee_id': {'type': 'integer', 'optional': True},
'state': {'type': 'string', 'optional': True},
'limit': {'type': 'integer', 'optional': True}}},
{'name': 'get_attendance_summary', 'description': 'Get attendance summary for an employee',
'parameters': {'employee_id': {'type': 'integer'},
'date_from': {'type': 'string'},
'date_to': {'type': 'string'}}},
{'name': 'get_department_summary', 'description': 'Get headcount and contract summary for a department',
'parameters': {'department_id': {'type': 'integer'}}},
{'name': 'flag_for_review', 'description': 'Flag a record 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 EmployeesAgent(BaseAgent):
name = 'employees_agent'
domain = 'employees'
required_odoo_module = 'hr'
system_prompt_file = 'employees_system.txt'
tools = EMPLOYEES_TOOLS
def __init__(self, odoo, llm, peer_bus=None):
super().__init__(odoo, llm, peer_bus)
self._ht = EmployeesTools(odoo)
self._gathered_data = {}
self._actions_taken = []
self._escalations_list = []
async def _plan(self, directive: AgentDirective) -> dict:
intent = (directive.intent or '').lower()
return {
'fetch_employees': any(k in intent for k in ('employee', 'headcount', 'staff')),
'fetch_leaves': any(k in intent for k in ('leave', 'absence', 'holiday', 'vacation')),
'fetch_contracts': 'contract' in intent,
'department_id': directive.context.get('department_id'),
'employee_id': directive.context.get('employee_id'),
}
async def _gather(self, ctx: dict) -> dict:
plan = ctx.get('plan', {})
data: dict = {}
if plan.get('fetch_employees') or not any([plan.get('fetch_leaves'), plan.get('fetch_contracts')]):
if plan.get('department_id'):
data['dept_summary'] = await self._ht.get_department_summary(plan['department_id'])
else:
data['employees'] = await self._ht.get_employees(limit=50)
if plan.get('fetch_leaves'):
data['leaves'] = await self._ht.get_leaves(
employee_id=plan.get('employee_id'), state='validate1', limit=20,
)
if plan.get('fetch_contracts'):
data['contracts'] = await self._ht.get_contracts(
employee_id=plan.get('employee_id'), limit=20,
)
self._gathered_data = data
return data
async def _reason(self, ctx: dict) -> dict:
data = self._gathered_data
analysis: dict = {'escalations': []}
contracts = data.get('contracts', [])
import datetime
today = str(datetime.date.today())
expiring = [c for c in contracts if c.get('date_end') and c['date_end'] < today]
if expiring:
analysis['escalations'].append(f'{len(expiring)} contracts have expired.')
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
parts = []
employees = data.get('employees', [])
if employees:
parts.append(f'Employees: {len(employees)} active.')
dept = data.get('dept_summary', {})
if dept:
parts.append(f'Department headcount: {dept.get("headcount", 0)}, avg wage: {dept.get("avg_wage", 0):.2f}.')
leaves = data.get('leaves', [])
if leaves:
parts.append(f'Pending leave approvals: {len(leaves)}.')
if not parts:
parts.append('HR 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_employees': self._ht.get_employees,
'get_employee_profile': self._ht.get_employee_profile,
'get_leaves': self._ht.get_leaves,
'get_contracts': self._ht.get_contracts,
'get_attendance_summary': self._ht.get_attendance_summary,
'get_department_summary': self._ht.get_department_summary,
'flag_for_review': self._ht.flag_for_review,
'post_chatter_note': self._ht.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 == 'employee_list':
return {'employees': await self._ht.get_employees(department_id=request.get('department_id'))}
if req_type == 'employee_profile':
return await self._ht.get_employee_profile(employee_id=request['employee_id'])
if req_type == 'headcount':
employees = await self._ht.get_employees(department_id=request.get('department_id'))
return {'headcount': len(employees)}
return {'error': f'Unknown type: {req_type}'}
except Exception as exc:
return {'error': str(exc)}
async def sweep(self) -> SweepReport:
findings = []
try:
import datetime
today = str(datetime.date.today())
contracts = await self._ht.get_contracts(state='open', limit=200)
for c in contracts:
if c.get('date_end') and c['date_end'] < today:
findings.append({'type': 'expired_contract', 'contract_id': c.get('id'),
'employee': c.get('employee_id', [0, ''])[1] if isinstance(c.get('employee_id'), list) else '',
'expired': c.get('date_end'), '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'HR sweep: {len(findings)} expired contracts found.')