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

@@ -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)