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+# CalendarAgent
+
+The **CalendarAgent** is the specialized component within the Perry ecosystem responsible for managing schedules and organizing meetings in **Odoo Calendar**. It is designed with a focus on temporal accuracy and chronological integrity, ensuring that administrative tasks are handled with extreme punctuality.
+
+## Overview
+
+The `CalendarAgent` acts as a bridge between natural language scheduling requests and Odoo's chronological records. It handles date normalization (transforming "tomorrow at 5" into a valid timestamp) and enforces business rules such as preventing the scheduling of events in the past—while maintaining a **Human-in-the-Loop (HITL)** safety layer.
+
+### Key responsibilities:
+*   **Temporal normalization**: Converting relative user timeframes into strict `YYYY-MM-DD HH:MM:SS` formats.
+*   **Chronological validation**: Performing real-time checks to ensure events are not scheduled retroactively.
+*   **Meeting preparation**: Gathering mandatory data (`title` and `start_datetime`) to build a pending Odoo event.
+*   **System consistency**: Ensuring all communication follows the formal "Perry" persona and JSON-only structural requirements.
+
+## Technical logic
+
+### 1. Persona and system prompt
+The agent is initialized as a "Specialized Calendar AI Assistant for Odoo" with strict operational rules:
+*   **Action logic**: If data is incomplete, it uses `chat` to request missing details. If complete, it triggers `create_event`.
+*   **Mandatory fields**: It must extract a title and a start time. It defaults the duration to 1.0 hour if not specified.
+*   **Past date policy**: Strictly forbidden. If a past date is detected, the agent explains the limitation and reverts to a chat response.
+
+### 2. Reasoning process (PerryThought)
+The `CalendarAgent` implements a transparent reasoning flow, yielding `PerryThought` objects to inform the user of its progress:
+
+| Step ID | Reasoning Description |
+| :--- | :--- |
+| `history_parsing` | Analyzes schedule requests and checks historical context for previous mentions of dates or topics. |
+| `llm_query` | Consults the LLM model to perform temporal normalization and intent extraction. |
+| `json_parsing` | Extracts and parses the structured JSON logic from the model's response. |
+| `validation` | Verifies meeting parameters against Odoo business rules and Pydantic schemas. |
+| `date_check` | Performs a chronological integrity check to ensure the requested time is in the future. |
+| `mcp_call` | Connects to the Odoo MCP server to prepare the pending calendar invitation. |
+| `conclusion` | Finalizes the professional response and presents the confirmation link. |
+
+## Data models
+
+### CalendarAction
+The agent uses a Pydantic model to structure the scheduling parameters and validate the data extracted by the LLM.
+
+```python
+class CalendarAction(BaseModel):
+    action: Literal["create_event", "chat"] = Field(default="chat")
+    title: Optional[str] = Field(None, description="Title of the meeting")
+    start_datetime: Optional[str] = Field(None, description="YYYY-MM-DD HH:MM:SS format")
+    duration: Optional[float] = Field(1.0, description="Duration in hours")
+    description: Optional[str] = Field(None, description="Meeting details")
+    reply_content: Optional[str] = Field(default="Organizing your agenda...")
+```
+
+## Execution flow (`act` method)
+
+1.  **Memory check**: Verifies conversation history presence.
+2.  **Temporal normalization**: The LLM processes the user query to determine the intended date and time.
+3.  **Parsing and cleanup**:
+    *   Removes Markdown wrappers (`` ```json ``).
+    *   **Fallback**: If `json.loads` fails, it utilizes `ast.literal_eval` to recover the dictionary.
+4.  **Business logic validation**:
+    *   Validates the schema via Pydantic.
+    *   **Chronological check**: Compares the target `start_datetime` against `datetime.now()`.
+5.  **Odoo integration**:
+    *   If valid, it calls the `create_event` tool via **OdooMCPClient**.
+    *   Generates a pending action record in Odoo and returns a styled HTML link to the user for final review and confirmation.
+6.  **Response generation**: Yields the final message or the failure state.
+
+## Observability (Logfire)
+
+The `CalendarAgent` is deeply integrated with **Logfire** for tracing:
+*   **Spans**: Every significant operation (`thinking_step`, LLM run, MCP call) is wrapped in a Logfire span.
+*   **Logging**: Records specific events, such as rejections due to past dates or parsing successes.
+*   **Diagnostics**: Logs metadata like `message_length`, `raw_response_length`, and Odoo service success/failure status.
+
+## Example interaction
+
+![Example interaction](../imgs/calendar_agent_ex.png)
diff --git a/app/src/agents/docs/agents/finance-agent.md b/app/src/agents/docs/agents/finance-agent.md
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+# FinanceAgent
+
+The **FinanceAgent** is a specialized Artificial Intelligence Assistant integrated within the Perry ecosystem, specifically designed to handle **Odoo Finance** operations. It operates with a strictly professional and formal persona, ensuring that critical financial tasks like balance inquiries and payment preparations are executed with high precision and security.
+
+## Overview
+
+The `FinanceAgent` acts as a secure intermediary between user requests and the Odoo financial ledger. It focuses on two primary administrative tasks: retrieving real-time bank balances and preparing payment drafts for human confirmation. By employing a **Human-in-the-Loop (HITL)** strategy, it ensures that no actual funds are moved without explicit manual verification.
+
+### Key responsibilities:
+*   **Balance inquiries**: Retrieves current liquidity from the Odoo "Bank" journal.
+*   **Payment preparation**: Collects and validates transaction data (amount, recipient, and payment method).
+*   **Safety enforcement**: Prevents direct execution of transfers; instead, it generates secure review links.
+*   **Data integrity**: Overrides previous context with the latest user corrections to ensure the "absolute truth" of the transaction.
+
+## Technical logic
+
+### 1. Persona and System Prompt
+The agent is initialized with a specialized system prompt that enforces:
+*   **Formal communication**: Strictly professional language, avoiding humor or informality.
+*   **Validation rules**: Requirement of three specific fields (`amount`, `recipient_name`, `journal_name`) before attempting a `create_payment` action.
+*   **Consistency**: Balance checks are restricted solely to the **Bank** journal to maintain financial accuracy.
+
+### 2. Reasoning process (PerryThought)
+The `FinanceAgent` implements a transparent reasoning flow by yielding `PerryThought` objects.  This allows users and the orchestrator to monitor the internal decision-making steps:
+
+| Step ID | Reasoning Description |
+| :--- | :--- |
+| `analysis` | Evaluates the financial request against the existing conversation history. |
+| `llm_run` | Queries the specialized finance model to determine the appropriate administrative action. |
+| `parsing_start` | Initiates the extraction of internal decision logic from the model's output. |
+| `validation` | Checks financial parameters against Odoo business rules. |
+| `mcp_balance` | Establishes a connection to the Odoo bank ledger via the MCP client. |
+| `mcp_payment` | Prepares the formal payment record for Odoo's pending action queue. |
+| `conclusion` | Finalizes the professional response, often including formatted Odoo links. |
+
+## Data models
+
+### FinanceAction
+The agent utilizes a Pydantic model to enforce a strict schema on the LLM's output.
+
+```python
+class FinanceAction(BaseModel):
+    action: Literal["create_payment", "check_balance", "chat"] = Field(default="chat")
+    amount: Optional[float] = None
+    recipient_name: Optional[str] = None
+    journal_name: Optional[str] = None
+    reply_content: Optional[str] = Field(default="Processing the request...")
+```
+
+## Execution flow (`act` method)
+
+1.  **Context analysis**: Verifies memory presence and analyzes the latest message.
+2.  **Specialized inference**: Runs the internal LLM to map natural language to a `FinanceAction`.
+3.  **Robust parsing**: 
+    *   Handles various output formats, including Markdown blocks and `AgentRunResult` wrappers.
+    *   **Fallback**: Uses `ast.literal_eval` if standard JSON parsing fails.
+4.  **Action routing**:
+    *   **`check_balance`**: Interfaces with the `OdooMCPClient` to fetch current bank funds.
+    *   **`create_payment`**: Validates the presence of the "Big Three" fields (Amount, Recipient, Journal). If valid, it triggers `create_pending_action`. 
+5.  **HITL Generation**: For payments, it generates a styled HTML button pointing to the specific `perry.pending.action` record in Odoo for human review.
+
+## Observability (Logfire)
+
+The `FinanceAgent` is fully instrumented with **Logfire** for deep traceability:
+*   **Spans**: Every major logic block, from initialization to MCP integration, is wrapped in a span.
+*   **Attribute tracking**: Logs metadata such as `current_balance`, `requested_payment`, and `journal_name`.
+*   **Exception handling**: Parsing and validation failures are logged as exceptions with the full raw response for debugging.
+
+## Example interaction
+
+![Example interaction](../imgs/finance_agent_ex.png)
+
+![Example interaction](../imgs/finance_agent_ex_2.png)
+
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