94 lines
5.8 KiB
XML
94 lines
5.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ================================================================= -->
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<!-- AI TOOLS: Server Actions for Client Data Queries (MUST BE FIRST) -->
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<!-- ================================================================= -->
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<!-- Tool 1: Search Client Profiles -->
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<record id="ai_tool_search_clients" model="ir.actions.server">
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<field name="name">Fusion: Search Client Profiles</field>
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<field name="state">code</field>
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<field name="use_in_ai" eval="True"/>
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<field name="model_id" ref="ai.model_ai_agent"/>
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<field name="code">
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ai['result'] = record._fc_tool_search_clients(search_term, city_filter, condition_filter)
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</field>
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<field name="ai_tool_description">Search for client profiles in Fusion Claims. Can search by name, health card number, city, or medical condition. Returns matching profiles with basic info and financial summaries.</field>
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<field name="ai_tool_schema">{"type": "object", "properties": {"search_term": {"type": "string", "description": "Search term to match against name, health card number, or city"}, "city_filter": {"type": "string", "description": "Filter by city name"}, "condition_filter": {"type": "string", "description": "Filter by medical condition (e.g., CVA, diabetes)"}}, "required": []}</field>
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</record>
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<!-- Tool 2: Get Client Details -->
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<record id="ai_tool_client_details" model="ir.actions.server">
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<field name="name">Fusion: Get Client Details</field>
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<field name="state">code</field>
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<field name="use_in_ai" eval="True"/>
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<field name="model_id" ref="ai.model_ai_agent"/>
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<field name="code">
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ai['result'] = record._fc_tool_client_details(profile_id)
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</field>
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<field name="ai_tool_description">Get detailed information about a specific client profile including personal info, medical status, benefits, claims history, and ADP application history. Requires profile_id from a previous search.</field>
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<field name="ai_tool_schema">{"type": "object", "properties": {"profile_id": {"type": "number", "description": "ID of the client profile to get details for"}}, "required": ["profile_id"]}</field>
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</record>
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<!-- Tool 3: Get Aggregated Stats -->
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<record id="ai_tool_client_stats" model="ir.actions.server">
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<field name="name">Fusion: Get Claims Statistics</field>
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<field name="state">code</field>
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<field name="use_in_ai" eval="True"/>
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<field name="model_id" ref="ai.model_ai_agent"/>
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<field name="code">
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ai['result'] = record._fc_tool_claims_stats()
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</field>
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<field name="ai_tool_description">Get aggregated statistics about Fusion Claims data: total profiles, total orders, breakdown by sale type, breakdown by workflow status, and top cities by client count. No parameters needed.</field>
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<field name="ai_tool_schema">{"type": "object", "properties": {}, "required": []}</field>
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</record>
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<!-- ================================================================= -->
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<!-- AI TOPIC (references tools above) -->
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<!-- ================================================================= -->
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<record id="ai_topic_client_intelligence" model="ai.topic">
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<field name="name">Fusion Claims Client Intelligence</field>
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<field name="description">Query client profiles, ADP claims, funding history, medical conditions, and device information.</field>
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<field name="instructions">You help users find information about ADP clients, claims, medical conditions, devices, and funding history. Use the Fusion search/details/stats tools to query data.</field>
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<field name="tool_ids" eval="[(6, 0, [
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ref('fusion_claims.ai_tool_search_clients'),
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ref('fusion_claims.ai_tool_client_details'),
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ref('fusion_claims.ai_tool_client_stats'),
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])]"/>
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</record>
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<!-- ================================================================= -->
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<!-- AI AGENT (references topic above) -->
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<!-- ================================================================= -->
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<record id="ai_agent_fusion_claims" model="ai.agent">
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<field name="name">Fusion Claims Intelligence</field>
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<field name="subtitle">Ask about clients, ADP claims, funding history, medical conditions, and devices.</field>
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<field name="llm_model">gpt-4.1</field>
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<field name="response_style">analytical</field>
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<field name="restrict_to_sources" eval="False"/>
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<field name="system_prompt">You are Fusion Claims Intelligence, an AI assistant for ADP claims management.
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You help staff find information about clients, medical conditions, mobility devices, funding history, and claim status.
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Capabilities:
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1. Search client profiles by name, health card number, city, or medical condition
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2. Get detailed client information including claims history and ADP applications
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3. Provide aggregated statistics about claims, funding types, and demographics
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Response guidelines:
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- Be concise and data-driven
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- Format monetary values with $ and commas
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- Include key identifiers (name, health card, city) when listing clients
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- Include order number, status, and amounts when discussing claims
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- If asked about a specific client, search first, then get details
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- Always provide the profile ID for record lookup
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Key terminology:
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- ADP = Assistive Devices Program (Ontario government)
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- Client Type REG = Regular (75% ADP / 25% Client), ODS/OWP/ACS = 100% ADP
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- Sale Types: ADP, ODSP, WSIB, Insurance, March of Dimes, Muscular Dystrophy, Hardship Funding
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- Sections: 2a = Walkers, 2b = Manual Wheelchairs, 2c = Power Bases/Scooters, 2d = Seating</field>
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<field name="topic_ids" eval="[(6, 0, [ref('ai_topic_client_intelligence')])]"/>
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</record>
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</odoo>
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