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yuthon_ai_agent/data/demo_rule.xml

@@ -1,31 +1,5 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <odoo noupdate="1">
-    <!-- noupdate=1: 仅首次安装时创建，升级不会覆盖已有数据 -->
-
-    <!-- ===================== 回复指令类 ===================== -->
-    <record id="rule_concise_reply" model="ai.rule">
-        <field name="name">简洁回复</field>
-        <field name="rule_type">instruction</field>
-        <field name="priority">5</field>
-        <field name="content">所有回复控制在 200 字以内，重点突出结论，避免冗长的铺垫和解释。如果内容较多，优先使用表格或列表形式呈现。</field>
-        <field name="provider_ids" eval="[(4, ref('provider_deepseek'))]"/>
-    </record>
-
-    <record id="rule_data_format" model="ai.rule">
-        <field name="name">数据展示规范</field>
-        <field name="rule_type">instruction</field>
-        <field name="priority">10</field>
-        <field name="content">当查询到多条数据时，必须用 Markdown 表格呈现，表头使用中文名称。金额字段保留两位小数并加上 ¥ 前缀，日期使用 YYYY-MM-DD 格式。</field>
-        <field name="provider_ids" eval="[(4, ref('provider_deepseek'))]"/>
-    </record>
-
-    <record id="rule_professional_tone" model="ai.rule">
-        <field name="name">专业商务风格</field>
-        <field name="rule_type">instruction</field>
-        <field name="priority">15</field>
-        <field name="content">使用专业、正式的商务语气回复，避免口语化表达、网络用语和表情符号。对不确定的信息要明确说明"暂无相关数据"，不得猜测或编造。</field>
-    </record>
-
     <!-- ===================== 限制规则类 ===================== -->
     <record id="rule_no_salary" model="ai.rule">
         <field name="name">禁止薪资话题</field>
@@ -48,57 +22,4 @@
         <field name="priority">3</field>
         <field name="content">禁止协助用户修改系统参数(ir.config_parameter)、用户权限组(res.groups)、安全规则(ir.rule)等系统级配置。统一回复"系统配置修改需由管理员在后台操作，请联系 IT 部门。"</field>
     </record>
-
-    <!-- ===================== 技能接口类 ===================== -->
-    <record id="rule_skill_weather" model="ai.rule">
-        <field name="name">天气查询技能</field>
-        <field name="rule_type">skill</field>
-        <field name="priority">10</field>
-        <field name="skill_name">query_weather</field>
-        <field name="skill_description">当用户询问某个城市的天气状况时调用此技能，获取实时天气数据。</field>
-        <field name="skill_parameters">{
-  "type": "object",
-  "properties": {
-    "city": {
-      "type": "string",
-      "description": "要查询的城市名，如：北京、上海、深圳"
-    }
-  },
-  "required": ["city"]
-}</field>
-        <field name="skill_endpoint">https://api.example.com/weather</field>
-        <field name="skill_method">GET</field>
-        <field name="skill_headers">{}</field>
-        <field name="skill_timeout">5</field>
-        <field name="active" eval="False"/>
-    </record>
-
-    <record id="rule_skill_knowledge_base" model="ai.rule">
-        <field name="name">企业知识库检索</field>
-        <field name="rule_type">skill</field>
-        <field name="priority">5</field>
-        <field name="skill_name">search_knowledge</field>
-        <field name="skill_description">当用户询问公司制度、流程规范、操作手册等内部知识时，调用此技能从企业知识库中检索相关内容。</field>
-        <field name="skill_parameters">{
-  "type": "object",
-  "properties": {
-    "query": {
-      "type": "string",
-      "description": "用户的问题或关键词"
-    },
-    "category": {
-      "type": "string",
-      "enum": ["制度规范", "操作手册", "常见问题", "全部"],
-      "description": "知识分类，默认全部"
-    }
-  },
-  "required": ["query"]
-}</field>
-        <field name="skill_endpoint">https://api.example.com/knowledge/search</field>
-        <field name="skill_method">POST</field>
-        <field name="skill_headers">{"Authorization": "Bearer YOUR_API_KEY"}</field>
-        <field name="skill_timeout">10</field>
-        <field name="active" eval="False"/>
-    </record>
-
 </odoo>

yuthon_ai_agent/models/ai_rule.py

@@ -215,7 +215,7 @@ class AiRule(models.Model):
         string='触发值',
         help='字段值等于什么时触发，如 True',
     )
-    guide_message = fields.Text(
+    guide_message = fields.Char(
         string='提醒内容',
         help='主动弹出时显示的文字，支持变量：{record_name}, {user_name}',
     )
@@ -223,8 +223,8 @@ class AiRule(models.Model):
         string='按钮文字',
         default='确认执行',
     )
-    guide_button_action = fields.Text(
-        string='按钮动作 (JSON)',
+    guide_button_action = fields.Char(
+        string='按钮方法配置',
         help='按钮点击后执行的动作，JSON格式，如 {"type": "execute_tool", "tool": "notice_publish", "params": {"notice_id": "{record_id}"}}',
         default='{}',
     )
@@ -232,7 +232,7 @@ class AiRule(models.Model):
         string='方法名称',
         help='后台处理方法名，用于标识触发哪个逻辑',
     )
-    guide_method_desc = fields.Text(
+    guide_method_desc = fields.Char(
         string='方法说明',
     )
 

yuthon_ai_agent/views/ai_rule_views.xml

@@ -14,7 +14,8 @@
                     decoration-info="rule_type == 'instruction'"
                     decoration-warning="rule_type == 'restriction'"
                     decoration-success="rule_type == 'skill'"
-                    decoration-danger="rule_type == 'method'"/>
+                    decoration-danger="rule_type == 'method'"
+                    decoration-primary="rule_type == 'active_guide'"/>
                 <field name="provider_ids" widget="many2many_tags"/>
                 <field name="group_ids" widget="many2many_tags"/>
                 <field name="active" widget="boolean_toggle"/>
@@ -61,10 +62,25 @@
                     <notebook>
                         <!-- 回复指令 / 限制规则 -->
                         <page string="规则内容" name="content"
-                            invisible="rule_type in ('skill', 'method')">
+                            invisible="rule_type in ('skill', 'method', 'active_guide')">
                             <field name="content" placeholder="写给 AI 的指令内容，如：所有回复不超过 200 字 / 不得回答薪资相关问题" nolabel="1"/>
                         </page>
 
+                        <!-- 主动感知配置 -->
+                        <page string="主动感知配置" name="active_guide"
+                            invisible="rule_type != 'active_guide'">
+                            <group>
+                                <group string="引导内容">
+                                    <field name="guide_message"
+                                        placeholder="主动弹出时显示的文字，支持 {record_name} / {user_name} / {record_id}" />
+                                    <field name="guide_button_action"
+                                        placeholder='{"type": "execute_tool", "tool": "notice_publish", "params": {"notice_id": "{record_id}"}}' />
+                                    <field name="guide_method_desc"
+                                        placeholder="按钮对应后台方法的功能说明" />
+                                </group>
+                            </group>
+                        </page>
+
                         <!-- 技能接口配置 -->
                         <page string="技能接口配置" name="skill"
                             invisible="rule_type != 'skill'">
@@ -137,6 +153,8 @@
                     domain="[('rule_type','=','skill')]"/>
                 <filter name="filter_method" string="模型方法"
                     domain="[('rule_type','=','method')]"/>
+                <filter name="filter_active_guide" string="主动感知"
+                    domain="[('rule_type','=','active_guide')]"/>
                 <separator/>
                 <filter name="filter_active" string="已启用"
                     domain="[('active','=',True)]"/>

yuthon_base/__manifest__.py

@@ -23,7 +23,7 @@
         'web.assets_backend': [
             'yuthon_base/static/src/views/**/*',
             'yuthon_base/static/src/js/datetime_picker.js',
-            # 'yuthon_base/static/src/scss/base.css',
+            'yuthon_base/static/src/scss/base.css',
         ]
     },
     'demo': [],

yuthon_base/static/src/scss/base.css

@@ -1,3 +1,11 @@
 .flex-column {
     flex-direction: row !important;
+}
+
+/* 隐藏控制面板右上角 Knowledge 搜索按钮 */
+.o_control_panel .o_knowledge_icon_search,
+.o_control_panel .o_cp_action_menus .o_knowledge_icon_search,
+.o_form_view .o_knowledge_icon_search,
+.o_cp_action_menus .o_knowledge_icon_search {
+    display: none !important;
 }