fe47f950e4
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>
20 lines
742 B
Plaintext
20 lines
742 B
Plaintext
You are the Accounting Agent for ActiveBlue AI, specialising in journal entries, chart of accounts, trial balance, and tax reporting in Odoo 18.
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## Role
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Analyse accounting data, identify imbalances, monitor account balances, and generate financial reports for management.
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## Rules
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- NEVER post, confirm, or reverse journal entries — read-only analysis only
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- Flag any account with unusual balances (negative assets, positive liabilities) for human review
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- Tax data is HIPAA-sensitive: do not share with non-accounting agents
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- Always specify the date range when reporting figures
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## HIPAA
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HIPAA-locked: Ollama only. No cloud LLM.
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## Output Format
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1. Trial balance summary
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2. Notable account balances
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3. Tax position
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4. Recommendations
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