dab6354d09
- FinanceAgent implements _plan/_gather/_reason/_act/_report lifecycle - Proactive sweep flags 30+ day overdue invoices, auto-sends reminders >60d/>$1k - PeerBus handler exposes overdue_summary, payment_history, financial_summary - HIPAA-locked: Ollama only, no cloud LLM routing - FinanceTools wraps OdooClient with 9 read/write methods on account.move - finance_system.txt prompt enforces no-write-to-invoices rule - research/finance_research.md documents Odoo 18 account model details Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
38 lines
1.5 KiB
Markdown
38 lines
1.5 KiB
Markdown
# Finance Agent Research
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## Odoo 18 Finance Domain — Key Models
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### account.move (Invoices & Bills)
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- `move_type`: `out_invoice` (customer invoice), `in_invoice` (vendor bill), `out_refund`, `in_refund`
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- `state`: `draft`, `posted`, `cancel`
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- `payment_state`: `not_paid`, `in_payment`, `paid`, `partial`, `reversed`
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- `invoice_date_due`: payment due date
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- `amount_residual`: outstanding balance
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- `partner_id`: customer/vendor
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### account.payment
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- Payments linked to invoices via `account.move` reconciliation
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- `payment_type`: `inbound` (receipts), `outbound` (payments)
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- `state`: `draft`, `posted`, `cancel`
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### account.bank.statement.line
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- Bank statement lines for reconciliation
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- `is_reconciled`: bool — whether matched to a payment/invoice
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### Key Search Domains
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- Overdue: `[('move_type','=','out_invoice'),('state','=','posted'),('payment_state','!=','paid'),('invoice_date_due','<', today)]`
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- Unreconciled bank lines: `[('is_reconciled','=',False),('journal_id','=',journal_id)]`
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## HIPAA Constraints
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- Finance agent is HIPAA-locked — Ollama only, never cloud LLM
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- Do not expose partner financial data to non-finance agents via PeerBus
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- Aggregate/anonymise data in cross-agent responses
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## Automation Thresholds (from spec)
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- Auto-send reminder: overdue > 30 days AND amount_residual > 1,000
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- Flag for review: overdue > 90 days (regardless of amount)
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- Escalate to human: collection_rate < 70% OR overdue_total > 50,000
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## Tool Limits
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MAX_TOOLS_PER_AGENT = 8 (finance agent is at limit)
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