- 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>
157 lines
6.3 KiB
Python
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
|