diff --git a/salesflow-saas/memory/architecture/dealix-prd-v2.md b/salesflow-saas/memory/architecture/dealix-prd-v2.md new file mode 100644 index 00000000..1a5179ed --- /dev/null +++ b/salesflow-saas/memory/architecture/dealix-prd-v2.md @@ -0,0 +1,123 @@ +# Dealix PRD — Product Requirements Document + +**Version**: 2.0 | **Date**: 2026-04-11 | **Status**: Active + +## Product Identity + +**Name**: Dealix +**Type**: Commercial Intelligence & Deal Operating System +**Market**: Saudi B2B (primary), GCC (secondary) +**Position**: Not a CRM. A Revenue + Partnership + Strategic Deal OS. + +## Architecture: 4 Layers + +``` +Layer 3: Strategic Growth OS (acquisition, ecosystem, ROI) +Layer 2: Deal Exchange OS (barter, co-sell, reseller, partnerships) +Layer 1: Sales OS (leads, outreach, proposals, pipeline) +Layer 0: Core Platform (Company Twin, Taxonomy, Channels, Approvals, Trust, Memory) +``` + +## Layer 0 — Core Platform + +### 0.1 Company Twin +Every tenant gets a structured digital twin: +- Identity: name, industry, CR, geography, size +- Capabilities: services, products, white-label capacity, barter assets +- Needs: marketing, delivery, distribution, capital, partners +- Authority Matrix: what AI can commit vs what needs approval +- Red Lines: forbidden claims, blocked sectors, pricing floors +- Deal Preferences: allowed/blocked deal types, min/max values + +### 0.2 Deal Taxonomy (15 types) +sales_lead, referral, co_selling, co_marketing, subcontracting, +white_label, reseller, strategic_alliance, channel_partnership, +joint_venture, acquisition_scouting, investment_intro, +vendor_replacement, capability_gap_fill, tender_consortium + +### 0.3 Channel Engine +- Email: PRIMARY outbound (SPF/DKIM/DMARC, unsubscribe, consent) +- LinkedIn: ASSIST-MODE ONLY (draft, queue, operator review — no bots) +- WhatsApp: WARM ONLY (opt-in, 24h window, approved templates) + +### 0.4 Approval Center +- Class A (auto): summarize, classify, score, internal drafts +- Class B (approval): send outreach, share pricing, propose terms +- Class C (executive): exclusivity, equity, legal, acquisition + +### 0.5 Trust & Verification +Every agent run produces: claim → actual action → evidence → verdict +Verdicts: VERIFIED, PARTIAL, UNVERIFIED, CONTRADICTED, BLOCKED + +### 0.6 Shared Memory +Operational + account + market + negotiation + campaign memory +DB = source of truth. Memory = assistive recall layer. + +### 0.7 Observability +Cost tracking, performance metrics, channel health, anomaly detection + +## Layer 1 — Sales OS + +### Modules +- ICP Engine: customer segment definitions +- Lead Discovery: company sourcing + enrichment +- Lead Intelligence: pain inference, urgency, entry point +- Outreach Engine: email sequences, LinkedIn assist, WhatsApp warm +- Proposal Engine: scoped offers, pricing, pilot options +- Sales Memory: objections, patterns, what worked +- Pipeline: stage management, velocity tracking + +### KPIs +lead→meeting, meeting→proposal, proposal→close, reply rate, cycle time + +## Layer 2 — Deal Exchange OS + +### Modules +- Offer Graph: what we can provide as partner +- Need Graph: what we lack +- Reciprocal Match Engine: mutual value scoring +- Partner Scoring: fit, reciprocity, credibility, risk +- Reciprocal Offer Generator: barter/co-sell/reseller structures +- Pilot Proposal Generator: bounded first-step deals +- Deal Room: workspace with BATNA, concessions, approvals + +### KPIs +partner response rate, pilot acceptance, pilot→full conversion, reciprocal value + +## Layer 3 — Strategic Growth OS + +### Modules +- Acquisition Scouting: target sourcing + scoring + briefs +- Ecosystem Mapper: partner landscape visualization +- Strategic Simulator: scenario modeling (upside/downside/risk) +- ROI Engine: CAC reduction, distribution value, margin impact +- Partner Performance Graph: contribution tracking +- Portfolio Intelligence: vertical wins, pattern detection + +### KPIs +partner-sourced revenue, acquisition candidates qualified, ecosystem coverage + +## Non-Goals +- NOT a general-purpose chatbot +- NOT an uncontrolled automation bot +- NOT a financial trading system +- NOT a replacement for legal review on binding terms + +## Success Criteria +1. Product understands each client's business model (Company Twin) +2. Discovers and scores strategic counterparties +3. Generates structured opportunities, not just raw leads +4. Manages multi-channel outreach under policy +5. Preserves commercial memory across sessions +6. Verifies what agents actually did +7. Runs safely with approval gates +8. Survives launch simulation +9. UI feels premium and operational +10. Architecture is coherent and maintainable + +## Phased Rollout +- Sprint 1: Core Platform + Company Twin + Taxonomy + Approvals +- Sprint 2: Sales OS MVP (lead→outreach→pipeline) +- Sprint 3: Deal Exchange OS MVP (matching→deal room→pilot) +- Sprint 4: Strategic Growth MVP (scouting→simulator→ROI) +- Sprint 5: Hardening + QA + Launch diff --git a/salesflow-saas/memory/architecture/module-map.md b/salesflow-saas/memory/architecture/module-map.md new file mode 100644 index 00000000..fac03769 --- /dev/null +++ b/salesflow-saas/memory/architecture/module-map.md @@ -0,0 +1,97 @@ +# Dealix Module Map + +## Layer 0 — Core Platform (Built) + +| Module | File | Status | Lines | +|--------|------|--------|-------| +| Company Twin | `strategic_deals/company_twin.py` | ✅ | 792 | +| Deal Taxonomy | `strategic_deals/deal_taxonomy.py` | ✅ | 573 | +| Deal Room | `strategic_deals/deal_room.py` | ✅ | 674 | +| Operating Modes | `strategic_deals/operating_modes.py` | ✅ | 429 | +| Channel Compliance | `strategic_deals/channel_compliance.py` | ✅ | 803 | +| Approval Center | `security_gate.py` + `escalation.py` | ✅ | ~600 | +| Trust & Verification | `tool_verification.py` + `tool_receipts.py` | ✅ | ~600 | +| Memory Engine | `memory_engine.py` + `knowledge_brain.py` | ✅ | ~560 | +| Session Continuity | `session_continuity.py` | ✅ | ~230 | +| Observability | `observability.py` | ✅ | ~350 | +| Feature Flags | `feature_flags.py` | ✅ | ~500 | +| Hermes Orchestrator | `hermes_orchestrator.py` | ✅ | ~450 | +| Execution Router | `execution_router.py` | ✅ | ~375 | + +## Layer 1 — Sales OS (Built) + +| Module | File | Status | +|--------|------|--------| +| Lead Service | `lead_service.py` | ✅ | +| AI Lead Scoring | `ai/lead_scoring.py` | ✅ | +| Arabic NLP | `ai/arabic_nlp.py` | ✅ | +| Conversation Intelligence | `ai/conversation_intelligence.py` | ✅ | +| Message Writer | `ai/message_writer.py` | ✅ | +| Sales Forecasting | `ai/forecasting.py` | ✅ | +| AI Sales Agent | `ai/sales_agent.py` | ✅ | +| Sequence Engine | `sequence_engine.py` | ✅ | +| Territory Manager | `territory_manager.py` | ✅ | +| CPQ Quote Engine | `cpq/quote_engine.py` | ✅ | +| Proposal Generator | `cpq/proposal_generator.py` | ✅ | +| WhatsApp Service | `whatsapp_service.py` | ✅ | +| Email Service | `email_service.py` | ✅ | +| Lead Generation | `lead_generation.py` | ✅ | +| Auto Pipeline | `auto_pipeline.py` | ✅ | + +## Layer 2 — Deal Exchange OS (Built) + +| Module | File | Status | +|--------|------|--------| +| Company Profiler | `strategic_deals/company_profiler.py` | ✅ | +| Deal Matcher | `strategic_deals/deal_matcher.py` | ✅ | +| Deal Negotiator | `strategic_deals/deal_negotiator.py` | ✅ | +| Deal Agent | `strategic_deals/deal_agent.py` | ✅ | +| Company Twin | `strategic_deals/company_twin.py` | ✅ | +| Deal Taxonomy | `strategic_deals/deal_taxonomy.py` | ✅ | +| Deal Room | `strategic_deals/deal_room.py` | ✅ | +| Channel Compliance | `strategic_deals/channel_compliance.py` | ✅ | +| Operating Modes | `strategic_deals/operating_modes.py` | ✅ | + +## Layer 3 — Strategic Growth OS (Planned) + +| Module | File | Status | +|--------|------|--------| +| Acquisition Scouting | `strategic_deals/acquisition_scouting.py` | 📋 Planned | +| Ecosystem Mapper | `strategic_deals/ecosystem_mapper.py` | 📋 Planned | +| Strategic Simulator | `strategic_deals/strategic_simulator.py` | 📋 Planned | +| ROI Engine | `strategic_deals/roi_engine.py` | 📋 Planned | +| Portfolio Intelligence | `strategic_deals/portfolio_intelligence.py` | 📋 Planned | + +## Governance & Ops (Built) + +| Module | File | Status | +|--------|------|--------| +| gstack Discipline | `gstack_discipline.py` | ✅ | +| Skill Registry | `skill_registry.py` | ✅ | +| Skill Governance | `skill_governance.py` | ✅ | +| Autopilot | `autopilot.py` | ✅ | +| Self-Improvement | `self_improvement.py` | ✅ | +| Shannon Security | `shannon_security.py` | ✅ | +| Signal Intelligence | `signal_intelligence.py` | ✅ | +| Alert Delivery | `alert_delivery.py` | ✅ | +| Behavior Intelligence | `behavior_intelligence.py` | ✅ | +| Arabic Ops | `arabic_ops.py` | ✅ | +| Local Inference | `local_inference.py` | ✅ | + +## Frontend (Built) + +| Component | File | Status | +|-----------|------|--------| +| Premium Landing | `premium-landing.tsx` | ✅ | +| Pipeline Kanban | `pipeline-kanban.tsx` | ✅ | +| Unified Inbox | `unified-inbox.tsx` | ✅ | +| Lead Score Card | `lead-score-card.tsx` | ✅ | +| 3D Logo | `dealix-3d-logo.tsx` | ✅ | +| Stats Counter | `stats-counter.tsx` | ✅ | +| UI Library | `ui/` (7 components) | ✅ | +| Dashboard Views | 25+ views | ✅ | + +## Summary +- **Built**: ~50 backend services, 52 API routes, 30 models, 37 frontend components +- **Planned**: 5 Strategic Growth modules (Layer 3) +- **Completion**: ~90% of full vision