Odoo-Modules/fusion_claims/models/ai_agent_ext.py

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)

import json
import logging

from odoo import api, models

_logger = logging.getLogger(__name__)


class AIAgentFusionClaims(models.Model):
    """Extend ai.agent with Fusion Claims tool methods."""
    _inherit = 'ai.agent'

    def _fc_tool_search_clients(self, search_term=None, city_filter=None, condition_filter=None):
        """AI Tool: Search client profiles."""
        Profile = self.env['fusion.client.profile'].sudo()
        domain = []
        if search_term:
            domain = ['|', '|', '|',
                ('first_name', 'ilike', search_term),
                ('last_name', 'ilike', search_term),
                ('health_card_number', 'ilike', search_term),
                ('city', 'ilike', search_term),
            ]
        if city_filter:
            domain.append(('city', 'ilike', city_filter))
        if condition_filter:
            domain.append(('medical_condition', 'ilike', condition_filter))

        profiles = Profile.search(domain, limit=20)
        results = []
        for p in profiles:
            results.append({
                'id': p.id,
                'name': p.display_name,
                'health_card': p.health_card_number or '',
                'dob': str(p.date_of_birth) if p.date_of_birth else '',
                'city': p.city or '',
                'condition': (p.medical_condition or '')[:100],
                'claims': p.claim_count,
                'total_adp': float(p.total_adp_funded),
                'total_client': float(p.total_client_portion),
            })
        return json.dumps({'count': len(results), 'profiles': results})

    def _fc_tool_client_details(self, profile_id):
        """AI Tool: Get detailed client information."""
        Profile = self.env['fusion.client.profile'].sudo()
        profile = Profile.browse(int(profile_id))
        if not profile.exists():
            return json.dumps({'error': 'Profile not found'})

        # Get orders
        orders = []
        if profile.partner_id:
            for o in self.env['sale.order'].sudo().search([
                ('partner_id', '=', profile.partner_id.id),
                ('x_fc_sale_type', '!=', False),
            ], limit=20):
                orders.append({
                    'name': o.name,
                    'sale_type': o.x_fc_sale_type,
                    'status': o.x_fc_adp_application_status or '',
                    'adp_total': float(o.x_fc_adp_portion_total),
                    'client_total': float(o.x_fc_client_portion_total),
                    'total': float(o.amount_total),
                    'date': str(o.date_order.date()) if o.date_order else '',
                })

        # Get applications
        apps = []
        for a in profile.application_data_ids[:10]:
            apps.append({
                'date': str(a.application_date) if a.application_date else '',
                'device': a.base_device or '',
                'category': a.device_category or '',
                'reason': a.reason_for_application or '',
                'condition': (a.medical_condition or '')[:100],
                'authorizer': f'{a.authorizer_first_name or ""} {a.authorizer_last_name or ""}'.strip(),
            })

        return json.dumps({
            'profile': {
                'id': profile.id,
                'name': profile.display_name,
                'first_name': profile.first_name,
                'last_name': profile.last_name,
                'health_card': profile.health_card_number or '',
                'dob': str(profile.date_of_birth) if profile.date_of_birth else '',
                'city': profile.city or '',
                'province': profile.province or '',
                'postal_code': profile.postal_code or '',
                'phone': profile.home_phone or '',
                'condition': profile.medical_condition or '',
                'mobility': profile.mobility_status or '',
                'benefits': {
                    'social_assistance': profile.receives_social_assistance,
                    'type': profile.benefit_type or '',
                    'wsib': profile.wsib_eligible,
                    'vac': profile.vac_eligible,
                },
                'claims_count': profile.claim_count,
                'total_adp': float(profile.total_adp_funded),
                'total_client': float(profile.total_client_portion),
                'total_amount': float(profile.total_amount),
                'last_assessment': str(profile.last_assessment_date) if profile.last_assessment_date else '',
            },
            'orders': orders,
            'applications': apps,
        })

    def _fc_tool_claims_stats(self):
        """AI Tool: Get aggregated claims statistics."""
        SO = self.env['sale.order'].sudo()
        Profile = self.env['fusion.client.profile'].sudo()

        total_profiles = Profile.search_count([])
        total_orders = SO.search_count([('x_fc_sale_type', '!=', False)])

        # By sale type
        type_data = SO.read_group(
            [('x_fc_sale_type', '!=', False)],
            ['x_fc_sale_type', 'amount_total:sum'],
            ['x_fc_sale_type'],
        )
        by_type = {}
        for r in type_data:
            by_type[r['x_fc_sale_type']] = {
                'count': r['x_fc_sale_type_count'],
                'total': float(r['amount_total'] or 0),
            }

        # By status
        status_data = SO.read_group(
            [('x_fc_sale_type', '!=', False), ('x_fc_adp_application_status', '!=', False)],
            ['x_fc_adp_application_status'],
            ['x_fc_adp_application_status'],
        )
        by_status = {}
        for r in status_data:
            by_status[r['x_fc_adp_application_status']] = r['x_fc_adp_application_status_count']

        # By city (top 10)
        city_data = Profile.read_group(
            [('city', '!=', False)],
            ['city'],
            ['city'],
            limit=10,
            orderby='city_count desc',
        )
        by_city = {}
        for r in city_data:
            by_city[r['city']] = r['city_count']

        return json.dumps({
            'total_profiles': total_profiles,
            'total_orders': total_orders,
            'by_sale_type': by_type,
            'by_status': by_status,
            'top_cities': by_city,
        })