Commit Graph

3 Commits

Author SHA1 Message Date
Claude
43058e68cb
feat(dealix): full execution plan + endpoint inventory + customer docs
FULL_NEXT_STEP_AND_STACK_EXPANSION_AR.md:
  Complete execution plan with 8 gates, 5 phases, stack additions
  (OTel, OIDC, attestations, OpenFGA now; Great Expectations, Unstructured,
  Airbyte next; OPA, Temporal, MCP in radar), backend/frontend upgrades,
  and avoid-now list.

docs/governance/endpoint-inventory.md:
  Trust classification for ALL ~70 endpoints:
  - ~45 Class A (safe auto, read-only)
  - ~15 Class B (approval-gated, side effects)
  - ~6 Class B+ (critical, financial/legal/irreversible)
  - 5 Class C (forbidden)
  With specific trust enforcement requirements per endpoint.

Customer docs:
  ADMIN_SETUP_GUIDE.md — 30-60min setup guide for client IT admin
    (accounts, channels, approvals, data import, compliance, verification)
  EXECUTIVE_QUICKSTART.md — 5-min guide for CEO
    (what you see, 3 daily actions, weekly pack, FAQ)

https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2026-04-17 06:23:01 +00:00
Claude
91dc00f47f
feat(dealix): enforcement layer + weekly pack + auto evidence + sales pack
Trust Enforcement:
  approval_bridge.py: Class B actions now FAIL if missing _correlation_id.
  This is the first real trust enforcement beyond policy classification —
  external/sensitive actions cannot proceed without traceability.

Executive Room Contract:
  GET /api/v1/executive-room/weekly-pack — returns ExecWeeklyPack
  (structured output schema) as the CANONICAL executive data source.
  Includes RAG status (red/amber/green), blockers, risk summary,
  actual vs target, all with Provenance.

Auto Evidence Pack on Deal Close:
  deals.py update_deal_stage() now auto-calls on_deal_closed() when
  stage transitions to closed_won. Assembles evidence pack from deal
  data + lead data + approval records with SHA256 hash.
  deal_lifecycle_hooks.py: new service for deal lifecycle automation.

Sales Pack:
  revenue-activation/sales-pack/ONE_PAGER.md — Arabic one-pager
  revenue-activation/sales-pack/MARKETER_HUB.md — Internal marketer
    reference with approved claims, forbidden claims, ICP, objection
    handling, demo scripts, proof points, and asset library.

https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2026-04-17 06:15:59 +00:00
Claude
f5e7cadb07
fix(dealix): fully lazy API imports to fix CI + add Revenue Activation system
CI Fix:
  All 8 Tier-1 API routes now use fully lazy imports — no module-level
  imports of app.database, app.services, or app.models. Every import
  happens inside the function body. This prevents pytest collection
  failure (exit code 4) caused by import chain side effects during
  test discovery.

  Pattern: _get_db() async generator wraps app.database.get_db lazily.
  Service/model imports are inside each route handler function.

Revenue Activation System (3 phases):
  revenue-activation/FIRST_3_CLIENTS_PLAN.md
    — ICP definition, outreach scripts (WhatsApp/LinkedIn/Email),
      demo strategy, pricing (15K-50K SAR pilot), closing playbook,
      objection handling, referral scripts, pipeline KPIs

  revenue-activation/deployment/LIVE_DEPLOYMENT_GUIDE.md
    — Step-by-step client installation in 48h, data import,
      training agenda, pilot monitoring, post-pilot conversion

  revenue-activation/AUTOMATED_REVENUE_ENGINE.md
    — Self-generating pipeline: outreach→demo→pilot→case study→referral,
      auto-sequences, AI response classification, upsell triggers,
      90-day revenue targets (100K+ SAR MRR)

  revenue-activation/outreach/whatsapp-sequences.json
    — 3 ready-to-use sequences: cold B2B, warm referral, post-pilot convert

  revenue-activation/demo/seed_demo_tenant.py
    — Seeds demo tenant with 15 leads, 8 deals, 3 approvals with SLA,
      4 connectors, 1 evidence pack for executive simulation demos

https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2026-04-17 04:43:57 +00:00