6 Commits

Author SHA1 Message Date
431052920e feat: separate fusion field service and LTC into standalone modules, update core modules
- fusion_claims: separated field service logic, updated controllers/views
- fusion_tasks: updated task views and map integration
- fusion_authorizer_portal: added page 11 signing, schedule booking, migrations
- fusion_shipping: new standalone shipping module (Canada Post, FedEx, DHL, Purolator)
- fusion_ltc_management: new standalone LTC management module
2026-03-11 16:19:52 +00:00
1f79cdcaaf fix: improve AI chat table rendering with CSS styling and narrow-panel formatting
- Add SCSS for AI chat tables: borders, padding, zebra striping, hover, dark mode
- Style headings, code, bold text, and lists in chat messages
- Update system prompt: enforce 3-column max tables for narrow chat panel
- Use key-value (2-column) tables for summaries, split wide data into sections
- Provide explicit correct/wrong format examples in prompt
2026-03-10 02:54:04 +00:00
8761d0e7c7 feat: add Demographics & Analytics tool to Fusion Claims Intelligence
- Add Tool 6 for demographic analysis using direct SQL queries
- Age group breakdowns: clients, applications, avg apps/client, avg funding
- Device popularity by age bracket (under 45, 45-60, 61-75, 75+)
- City demographics with average age and funding per city
- Benefit type analysis (ODSP, OWP, ACSD, Regular)
- Top devices with average client age
- Overall funding summary (totals, averages, age range)
- Update AI topic and system prompt with Tool 6 routing examples
2026-03-10 02:45:51 +00:00
0053576cc2 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
2026-03-10 02:39:02 +00:00
7bd7b8f7c4 fix: enhance Fusion Claims Intelligence AI with client status and billing period tools
- Fix _read_group override crash (dict_values not subscriptable) in sale_order.py
- Migrate _fc_tool_claims_stats from deprecated read_group() to _read_group() API
- Enrich client details tool with funding history, invoice status, prev-funded devices
- Add Client Status Lookup tool (search by name, returns orders/invoices/next steps)
- Add ADP Billing Period tool (invoiced amounts, paid/unpaid, submission deadlines)
- Update AI agent system prompt with all 5 tools and usage examples
2026-03-10 02:30:42 +00:00
gsinghpal
5200d5baf0 Initial commit 2026-02-22 01:22:18 -05:00