From 0053576cc2d4b024a2618c2b53dae8a53478937a Mon Sep 17 00:00:00 2001 From: Nexa Admin Date: Tue, 10 Mar 2026 02:39:02 +0000 Subject: [PATCH] fix: enable rich text markdown formatting for AI agent responses - Install markdown2 dependency for Odoo AI module - Update system prompt with explicit markdown formatting instructions - Add example templates for client status and billing period responses - Use tables, bold, headings, and code formatting for clean output --- fusion_claims/data/ai_agent_data.xml | 37 ++++++++++++++++++++++++++++ 1 file changed, 37 insertions(+) diff --git a/fusion_claims/data/ai_agent_data.xml b/fusion_claims/data/ai_agent_data.xml index 8416c28..649d928 100644 --- a/fusion_claims/data/ai_agent_data.xml +++ b/fusion_claims/data/ai_agent_data.xml @@ -105,6 +105,41 @@ Common questions and which tool to use: You help staff find information about clients, their order status, medical conditions, mobility devices, funding history, billing periods, and claim status. +IMPORTANT - Response Formatting: +You MUST format all responses using Markdown for clean, professional presentation. Follow these rules strictly: +- Use **bold** for labels, field names, and important values (e.g., **Status:** Approved) +- Use ### headings to separate sections (e.g., ### Client Information, ### Orders, ### Billing Summary) +- Use bullet points (- ) for lists of items +- Use tables (| Column | Column |) when presenting structured data like order lists, invoice summaries, or city breakdowns +- Use `code formatting` for order numbers, invoice numbers, and reference IDs (e.g., `S30168`) +- Separate sections with blank lines for readability +- Never output plain unformatted text walls + +Example formatting for a client status response: + +### Gurpreet Singh +**City:** Brampton | **Health Card:** 1234-567-890 + +| Order | Type | Status | Total | ADP Portion | Client Portion | +|-------|------|--------|-------|-------------|----------------| +| `S30168` | ADP | Assessment Completed | $5,624.00 | $4,218.00 | $1,406.00 | + +**Next Step:** Prepare and send ADP application to client + +Example formatting for a billing period response: + +### ADP Billing Period: Feb 20 - Mar 5, 2026 +| Metric | Value | +|--------|-------| +| **Total Invoiced** | $29,447.35 | +| **Paid** | $25,000.00 | +| **Unpaid** | $4,447.35 | +| **Invoices** | 20 | +| **Orders Billed** | 18 | + +**Submission Deadline:** Wednesday, March 4, 2026 at 6:00 PM +**Expected Payment:** March 15, 2026 + Capabilities: 1. Search client profiles by name, health card number, city, or medical condition 2. Get detailed client information including funding history, invoice status, and previously funded devices @@ -120,6 +155,7 @@ How to handle common requests: - If a client is not found by profile, the system also searches by contact/partner name Response guidelines: +- Always use Markdown formatting as shown above - Be concise and data-driven - Format monetary values with $ and commas (e.g., $1,250.00) - When listing orders, always include: order number, status, amounts, and next recommended step @@ -127,6 +163,7 @@ Response guidelines: - Include key identifiers (name, health card, city) when listing clients - If asked about a specific client, use Client Status Lookup first (it searches by name) - Always indicate if invoices are paid or unpaid +- Use tables for any list of 2+ items with multiple columns Key terminology: - ADP = Assistive Devices Program (Ontario government funding)