Commit Graph

11 Commits

Author SHA1 Message Date
Sami Assiri
e1c629bacf feat(dealix): role-based Revenue Command Cards API and factory
Add cards schema (max 3 buttons, forbidden automation patterns), deterministic card_factory per CEO/Sales/Growth/Agency/Support/Delivery, FastAPI routes GET /api/v1/cards/feed, GET whatsapp daily-brief (no auto-send), POST decision (draft_only). Wire router in main, extend smoke_inprocess, enrich command-center.html with role switcher + live feed. Tests: test_role_based_cards.py.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-02 16:05:57 +03:00
Sami Assiri
41ca5928ce test(ci): run tests/unit with quarantine conftest; align docs for positioning_lock
- Add dealix/tests/unit/conftest.py collect_ignore for legacy facade tests
- Remove --ignore=tests/unit from Dealix API CI (pytest runs full suite)
- Fix POSITIONING_LOCK bundles/modes + WhatsApp line for unit assertions
- Add Approval-first, PDPL, scraping markers to approved/prohibited/revenue docs
- companies.html meta: Approval-first for messaging gate tests

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-01 21:36:21 +03:00
Sami Assiri
b888abd2b2 merge: origin/ai-company into sync/dealix-full-complete
Resolve add/add conflicts by keeping local Dealix tree; include upstream-only files from ai-company.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-01 21:03:17 +03:00
Sami Assiri
b13cb389cc feat(dealix): sync full Dealix package to repo
- API routers, ACA modules, integrations (draft operators)
- Docs, landing pages, scripts (launch readiness, scorecard)
- Tests and CI workflow updates for Dealix

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-01 21:01:17 +03:00
Dealix Builder
342bcf8ea5 feat(paid-beta): operational layer for first 499 SAR — playbook + workflow + board + scorecard + landing CTA
Move from GO_PRIVATE_BETA (technical readiness) to PAID_BETA_READY
(first revenue) — operational, not architectural.

Deliverables:
- docs/PAID_BETA_OPERATING_PLAYBOOK.md
  10-section Arabic playbook: gate to Paid Beta, 7-day day-by-day
  plan (Staging → Outreach → Demos → Diagnostic → Pilot Sale →
  Pilot Day1/Day2 → Proof+Upsell), weekly targets (50-70 messages /
  5-10 replies / 3-5 demos / 1+ payment), 8 hard operational rules,
  daily cadence, what NOT to add, Public Launch criteria.

- docs/FIRST_PILOT_DELIVERY_WORKFLOW.md
  48-hour Arabic Pilot delivery: T+0 intake (15 fields) → T+24
  Free Diagnostic (3 opportunities + 1 Arabic message + 1 risk + 1
  service recommendation) → T+48 Pilot 499 (10 opportunities + 7-day
  follow-up plan + Proof Pack) → T+7 final Proof Pack + 30min review +
  3 upgrade paths. Pilot success criteria + 8-row metrics table.

- docs/PRIVATE_BETA_OPERATING_BOARD.md
  15-column Sheet template (company, person, segment, source, channel,
  message_sent, reply_status, demo_booked, diagnostic_sent,
  pilot_offered, price, paid, proof_pack_sent, next_step, notes) +
  status flow + ICP distribution + 3-wave follow-up templates +
  daily routine + PDPL privacy rules + CSV header.

- landing/private-beta.html
  Pilot 499 SAR offer prominent at top (badge + hero CTA), dedicated
  3-card pricing section (Pilot 499 / Free Diagnostic / Growth OS
  Monthly 2,999), 7-day refund/case-study guarantee, mailto CTAs
  with prefilled subject + body, removed duplicate pricing block.

- scripts/paid_beta_daily_scorecard.py (274 lines)
  argparse with --messages, --replies, --demos, --pilots, --payments,
  --proof-packs, --as-of, --json. Computes reply_rate / demo_rate /
  pilot_rate / payment_rate, daily verdict (ON_TRACK / BEHIND /
  OFF_TRACK), weekly verdict (BLOCKERS / STRETCH_PENDING /
  WEEKLY_TARGETS_HIT), and rule-based next_actions in Arabic.
  Targets: 50-70 messages / 5-15 replies / 3-7 demos / 2-3 pilots /
  1-2 paid / 1+ proof pack per week.

- tests/unit/test_paid_beta_scorecard.py
  12 tests: zero-input, on-track day, tone-action trigger, payment
  → proof-pack action, full-week target hit, conversion rates,
  Arabic text rendering, JSON validity, CLI text/json modes,
  --as-of today/explicit.

Hard rules (unchanged):
- No live WhatsApp / Gmail / Calendar send without env flag + approval.
- No Moyasar API charge — manual invoice/payment-link only.
- No LinkedIn scraping / auto-DM — Lead Gen Forms + manual outreach.
- No cold WhatsApp without opt-in (PDPL hard-block).
- Every message passes safety_eval + saudi_tone_eval.
- Every action recorded in Action Ledger.

Validation:
- python -m compileall api auto_client_acquisition: clean.
- pytest tests/unit (excl. tenacity-dep tests): 950 passed, 2 skipped.
- python scripts/smoke_inprocess.py: SMOKE_INPROCESS_OK (8/8 endpoints).
- python scripts/paid_beta_daily_scorecard.py text + --json: both render
  correctly with Arabic + verdict + next_actions.
- tests/unit/test_positioning_lock.py: 10 passed (no prohibited
  phrases introduced in updated landing/private-beta.html).

Test count: 949 → 962 (+12 new, 1 prior already counted).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 18:39:36 +03:00
Dealix Builder
47f4dc2fb6 feat(positioning+customer-ops): Saudi Revenue Execution OS — 8 modules + 20 endpoints + 44 tests + 8 docs + 2 modes
Locks Dealix's positioning forever and closes the operational gap between
"great product" and "great customer experience": onboarding, connectors,
support SLA, incidents, customer success cadence, and companies/marketers
landing pages.

Positioning Lock (3 docs)
- POSITIONING_LOCK.md (Arabic): Saudi Revenue Execution OS category lock; one-liner; primary buyers (companies + agencies/marketers); wedge (First 10 Opportunities + Proof Pack); 5 approved claims; 5 prohibited categories; 5 modes; 5 bundles; 6 "what Dealix is NOT" rules
- PROHIBITED_CLAIMS.md (Arabic): 8 categories of forbidden marketing language (guaranteed results, scraping, full automation, bypass approvals, competitor attacks, legal/financial promises, medical language, exaggerated speed) + technical enforcement (safety_eval + tone_eval + quality_review_gate + tool_action_planner + test_positioning_lock.py)
- APPROVED_MARKET_MESSAGING.md (Arabic): tagline + 30-second elevator pitch + 5 headlines + competitor positioning table + 4-segment outreach templates + LinkedIn/X social posts + slogan bank

Customer Ops (6 modules)
- onboarding_checklist: 8-step Pilot onboarding (select_goal → select_bundle → company_intake → connect_channels → upload_or_source → risk_review → first_service_run → first_proof_pack) with progress tracking + state advancement
- connector_setup_status: 11 connectors (Gmail/Calendar/Sheets/Moyasar/WhatsApp/Forms/LinkedIn-LeadForms/GBP/CRM/Meet/Instagram) each with default_mode (draft_only/manual/ingest_only/approved_execute), launch phase, and blocking flag; ready_for_first_service gate requires no blocking connectors missing AND ≥1 connected
- support_ticket_router: 4-tier P0/P1/P2/P3 classification with Arabic+English keyword matching; auto-classifies "تسريب", "إرسال بدون موافقة", "بدون موافقتي", "live charge", "unauthorized" as P0; per-priority Arabic first-response templates; SLA targets per priority
- sla_tracker: SLA targets per priority (P0=30min/4h, P1=2h/24h, P2=8h/72h, P3=24h/1week); record_sla_event with strict event-type validation; classify_sla_breach for individual tickets; build_sla_health_report aggregates with verdict (healthy/watch/critical based on breach_rate)
- customer_success_cadence: 6 cadence types (weekly_check_in, monthly_proof_review, QBR, at_risk_alert, renewal_30/7_day); build_at_risk_alert with risk_score 0..100 from days_inactive + drafts_pending + last_proof_pack_days_ago; build_customer_success_plan with 30-day per-bundle cadences (growth_starter, executive_growth_os, partnership_growth)
- incident_router: SEV1/SEV2/SEV3 with first_action_minutes + comm_cadence; auto-SEV1 on has_data_leak OR has_unauthorized_send; SEV2 on affected_customers≥5; canonical 5-step response plan (freeze live actions / notify founder / create incident channel / review Action Ledger / PDPL 72h notification) + per-severity additional steps + post-mortem template

New Operator Modes (2)
- self_growth_mode: re-exports targeting_os.self_growth_mode (DEALIX_ICP_FOCUSES, recommend_dealix_targets, build_self_growth_daily_brief, build_weekly_learning_report) + operator-tier reminders (no cold WhatsApp even for Dealix itself, all drafts approval-first, no scraping)
- service_delivery_mode: orchestrates service_tower workflow + revenue_launch.pilot_delivery + customer_ops.sla_tracker; build_service_delivery_brief (per-service template), build_sla_status_for_delivery (breach detection on open tickets), build_post_delivery_handoff (5-step transition to Customer Success cadence)

Router (1 new) — 20 endpoints
- /api/v1/customer-ops/* — onboarding (checklist/update-step/demo), connectors (catalog/summary/update/demo), support (priorities/classify/route/first-response), sla (event/classify-breach/health-report/health-report-demo), incidents (triage/response-plan), cs (weekly-check-in/at-risk-alert/success-plan)

Customer-facing pages (1 new, 1 already-existed-preserved)
- landing/companies.html (NEW): Saudi B2B companies pitch — Approval-first, no scraping, no cold WhatsApp; 4 bundles (Growth Starter / Data to Revenue / Executive Growth OS / Full Growth Control Tower); Proof Pack section; safety + compliance section
- landing/marketers.html (existed): preserved as-is — agency/marketers Agency Growth OS path

Tests (2 new files, 44 tests)
- test_customer_ops.py: 31 tests
  * 4 onboarding (8 steps, advancement, unknown step error, complete-all)
  * 5 connectors (critical connectors present, blocking_missing detection, ready gate, validation, write)
  * 8 support (P0 security, P0 unauthorized send, P1 service down, P2 connector, P3 default, empty input, route includes SLA, P0 first-response Arabic with 30 min)
  * 6 SLA (event validates, log appends, breach detection within/exceeded targets, health report aggregation, critical verdict)
  * 4 incidents (data leak SEV1, unauthorized send SEV1, ≥5 customers SEV2, single customer SEV3, SEV1 plan includes PDPL)
  * 4 customer success (weekly check-in talking points Arabic, at-risk high severity, at-risk low severity, success plan per bundle including growth_starter and executive_growth_os Founder Shadow Board)

- test_positioning_lock.py: 13 tests
  * positioning_lock.md exists with category + "ليس CRM" + "ليس بوت"
  * prohibited_claims.md exists with "نضمن" + "scraping"
  * approved_market_messaging.md has Approval-first + PDPL + Saudi Tone + Proof Pack
  * landing pages contain NO positive forbidden claims (negative restatements like "no auto-DM" in safety sections allowed)
  * companies.html includes "Approval-first" + "Proof Pack"
  * agency-partner.html OR marketers.html exists
  * private-beta.html does NOT promise guarantees
  * REVENUE_TODAY_PLAYBOOK emphasizes Approval-first
  * positioning_lock lists all 5 bundles
  * positioning_lock lists all 5 modes (CEO + Growth Manager + Agency Partner + Self-Growth + Service Delivery)

Customer Ops Docs (5 new)
- ONBOARDING_RUNBOOK.md (Arabic): 8 onboarding steps + day-by-day Day1-Day5 + 11 connector states + acceptance criteria
- SUPPORT_SLA.md (Arabic): 4 priority tiers + auto-classification keywords + Arabic first-response templates + weekly review process
- INCIDENT_RESPONSE.md (Arabic): SEV1/SEV2/SEV3 logic + canonical response plan + per-severity additional steps + post-mortem template + Arabic communication templates + auto-actions
- CUSTOMER_SUCCESS_PLAYBOOK.md (Arabic): cadence types + weekly agenda (25 min) + at-risk scoring formula + per-bundle cadence + QBR + renewal flow + health score formula
- CONNECTOR_SETUP_GUIDES.md (Arabic): all 11 connectors with scopes + step-by-step + acceptance criteria + troubleshooting table

Test results
- 44/44 new tests pass
- Full suite: 949 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety + integration
- All 20 customer-ops endpoints: approval_required=True, live_send_allowed=False
- support_ticket_router HARD-CLASSIFIES "تسريب", "إرسال بدون موافقة", "live charge", "unauthorized" as P0 (founder owner, 30-min first response)
- incident_router auto-promotes to SEV1 on has_data_leak or has_unauthorized_send (regardless of affected_customers count)
- onboarding_checklist requires WhatsApp connector (blocking) before ready_for_first_service
- connector_setup_status default_mode is draft_only/manual/ingest_only — never live
- Positioning Lock test_positioning_lock.py enforces:
  * 5 bundles must be listed in POSITIONING_LOCK.md
  * 5 modes must be listed
  * landing pages must not contain positive forbidden claims (8 phrases)
  * companies.html must mention Approval-first + Proof Pack
- self_growth_mode reminds operator: no cold WhatsApp even for Dealix itself
- service_delivery_mode integrates SLA tracker before declaring delivery success

Integration with everything before
- Customer Ops onboarding integrates Service Bundles (autonomous_service_operator.service_bundles)
- Customer Ops connectors mirror connector_catalog risk_levels + add operational state machine
- Support classifier integrates with security_curator (P0 on secret leaks) + revenue_launch.payment_manual_flow (P0 on unauthorized charge)
- Customer Success metrics flow from agent_observability + revenue_launch.proof_pack_template
- Service Delivery Mode wires service_tower.workflow + revenue_launch.pilot_delivery + sla_tracker into one pipeline
- Self-Growth Mode wraps targeting_os.self_growth_mode with operator-tier safety reminders
- Companies + Marketers pages enforce POSITIONING_LOCK headlines

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 18:14:51 +03:00
Dealix Builder
84f1ad9620 feat(launch+revenue): Private Beta Launch Ops + Revenue Launch — 14 modules + 29 endpoints + 56 tests + scripts/landing/docs
Launch Ops (5 modules) — برج إطلاق الـ Private Beta
- private_beta: 499 SAR × 7-day offer + safety notes + 6-question Arabic FAQ
- demo_flow: 12-minute minute-by-minute Arabic demo + 5 discovery Qs + 6 objection responses + close script
- outreach_messages: 4 segments × 5 prospects = 20 + per-segment Arabic messages + 3-step follow-ups + 6 reply handlers
- go_no_go: 10-gate readiness + 3 critical gates (no_secrets/live_sends_disabled/staging_health) + verdict + next-actions
- launch_scorecard: 11 event types + daily/weekly aggregation + targets (20 outreach/5 replies/3 demos/1 pilot daily)

Revenue Launch (7 modules) — تحويل Dealix إلى دخل
- offer_builder: 4 offers (Private Beta, 499 Pilot, Growth OS Pilot 1.5-3K, Free Case Study) + segment-aware recommend
- pipeline_tracker: 8-stage deterministic pipeline + add/update/summarize + revenue tracking + win rate
- outreach_sequence: re-export single source of truth from launch_ops with revenue-tier wrappers
- demo_closer: re-export from launch_ops
- pilot_delivery: 12-field intake form + 5-phase 24h delivery plan + per-service templates (First 10 / List Intel / Free Diagnostic)
- proof_pack_template: 5-line Arabic client summary + ROI estimate (pipeline_x + closed_won_x) + next-step recommendation (upsell/iterate/extend)
- payment_manual_flow: Moyasar invoice step-by-step (halalas-correct) + Arabic payment-link message + confirmation checklist; NEVER charges via API

Service Tower extensions (2 modules)
- contract_templates: re-export targeting_os contracts + new SLA outline (legal_review_required, PDPL-aware)
- vertical_service_map: 6 verticals (B2B SaaS / agencies / training-consulting / real estate / healthcare-local / retail-ecommerce) with primary+supporting services + buyer roles + common pains + winning offer

Routers (2 new) — 29 endpoints
- /api/v1/launch/* — 11 endpoints (private-beta/offer, demo/flow, outreach/{first-20, message, followup}, go-no-go, readiness, scorecard/{event, daily, weekly, demo})
- /api/v1/revenue-launch/* — 18 endpoints (offers + offers/recommend, outreach/{first-20, followup}, demo-flow, pipeline/{schema, summarize}, pilot-delivery/{intake-form, 24h-plan, first-10, list-intelligence, free-diagnostic}, payment/{invoice-instructions, link-message, confirmation-checklist}, proof-pack/{template, client-summary, next-step})

Tests (2 new files, 56 tests)
- test_launch_ops.py: 25 tests (Private Beta offer essentials + Arabic FAQ; demo flow 12-min structure; first-20 segments × 5; outreach Arabic + drafts only; followup steps differ; reply handlers include unsubscribe; go/no-go critical gates block; scorecard aggregation + verdict)
- test_revenue_launch.py: 31 tests (offers correct prices, no_live_charge=True; segment-aware recommends; pipeline 8 stages + add/update/summarize + win rate; outreach v2 Arabic; intake fields; 24h plan 5 phases; invoice halalas correct; payment confirmation blocks premature delivery; proof pack 5 lines + 3 next-step paths)

Scripts (1 new)
- scripts/launch_readiness_check.py: runs 10 gates locally + optional --staging-url; pretty/JSON output; critical gates determine GO/NO-GO/FIX-THEN-GO verdict

Landing pages (2 new, RTL Arabic)
- list-intelligence.html — List Intelligence service detail (499–1,500 SAR)
- growth-os.html — Growth OS Monthly subscription page (2,999 SAR/month)

Docs (1 new + 1 updated)
- REVENUE_TODAY_PLAYBOOK.md (Arabic) — 12-section playbook: offers, segments, messages, demo, pipeline, 24h delivery, Moyasar manual flow, proof pack, daily targets, go/no-go, what-not-to-do, next-step
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §40 Launch Ops + §41 Revenue Launch + §42 Service Tower extensions + §43 Scripts

Test results
- 56/56 new tests pass
- Full suite: 824 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety integration
- All offers: live_send_allowed=False, no_live_charge=True, approval_required=True
- 10-gate go/no-go BLOCKS launch if no_secrets/live_sends_disabled/staging_health fail
- Moyasar: invoice/payment-link manual only; NEVER calls live charge API
- Payment confirmation checklist blocks delivery before invoice paid status
- All outreach messages: drafts only, follow-ups capped at 3, opt-out honored immediately
- 6 verticals mapped to safe service stacks; LinkedIn always Lead Forms (never scraping)

Integration with previous layers
- Launch Ops uses platform_services tool_gateway, intelligence_layer command_feed, security_curator redaction
- Revenue Launch uses targeting_os contractability + service_tower offers + intelligence_layer simulator
- Pipeline tracker integrates with action_ledger for stage transitions
- Proof Pack template references intelligence_layer proof metrics + service_excellence ROI

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:28:08 +03:00
Dealix Builder
e106a9a0d2 feat(targeting+service+excellence): Saudi Targeting OS + Service Tower + Service Excellence — 38 modules + 62 endpoints + 105 tests
Targeting & Acquisition OS (16 modules) — نظام الاستهداف الذكي
- account_finder: account-first targeting; 12 buying signals; deterministic 10-25 accounts per (sector, city)
- buyer_role_mapper: 14 buyer roles + sector-specific buying-committee maps + role-based Arabic angles
- contact_source_policy: 12 sources (crm_customer→opt_out) with risk_score, channels-allowed, retention guidance, lawful_basis
- contactability_matrix: 5 action modes (suggest_only/draft_only/approval_required/approved_execute/blocked); opt-out always blocked
- linkedin_strategy: Lead Forms + Ads + manual ONLY; linkedin_do_not_do() locks scrape/auto-DM/auto-connect/extensions
- email_strategy: drafts + unsubscribe footer + domain-pacing (fresh/warmed/trusted/damaged) + spam-trigger risk
- whatsapp_strategy: opt-in only; rejects cold + risky phrases; opt-in template requires explicit purpose+company+unsubscribe
- social_strategy: official APIs only; listening + drafts; no auto-publish
- outreach_scheduler: day-by-day plans + daily limits + opt-out enforcement
- reputation_guard: bounce/complaint/opt-out thresholds → healthy/watch/pause + recovery actions per channel
- daily_autopilot: Arabic brief + 7 today actions + EOD report
- acquisition_scorecard: pipeline + meetings + risks + productivity_score
- self_growth_mode: 5 ICP focuses for Dealix; daily brief + monthly targets
- free_diagnostic: Free Growth Diagnostic (3 ops + msg + risk + plan) → paid pilot recommendation
- contract_drafts: Pilot/DPA/Referral/Agency/SOW outlines (legal_review_required, PDPL-aware)
- service_offers: 7 targeting-tier offers + recommend by customer-type

Service Tower (8 modules) — برج الخدمات الذاتية (12 productized services)
- service_catalog: 12 services with target_customer/outcome/inputs/workflow/deliverables/pricing/risk/proof/upgrade
- service_wizard: deterministic recommend (agency→partner; list→list_intelligence; founder→self_growth; CEO→exec_brief; budget≥2999→growth_os; default→first_10)
- mission_templates: workflow steps with approval gates + linked growth missions
- pricing_engine: SAR quotes scaled by company_size×urgency×channels_count + setup_fee + monthly_offer
- deliverables: client report outline + proof pack template + operator checklist (no live actions)
- service_scorecard: 0..100 score from drafts/replies/meetings/pipeline/CSAT
- whatsapp_ceo_control: daily brief, approval cards (≤3 buttons), risk alerts, EOD reports
- upgrade_paths: deterministic next-service recommendation + Arabic upsell messages

Service Excellence OS (8 modules) — مصنع الخدمات الممتازة
- feature_matrix: 12 must-have features per service + advanced/premium/future tiers
- service_scoring: 10-dimension excellence score (clarity, speed_to_value, automation, compliance, proof, upsell, uniqueness, scalability, ops_daily, proof_data) → launch_ready/beta_only/needs_work
- quality_review: 4 gates (proof / approval / pricing / channels) + status verdict; review_service_before_launch and review/all
- competitor_gap: 7 competitor categories (CRM, WhatsApp tools, email assistants, LinkedIn tools, agencies, revenue intelligence, generic AI) + Dealix advantages + do-not-copy
- proof_metrics: required metrics + ROI estimate (pipeline_x + closed_won_x) + Arabic summary
- research_lab: monthly brief + feature hypotheses + top-3 experiments + monthly review
- service_improvement_backlog: feedback→backlog conversion + impact/effort prioritization + weekly improvements
- launch_package: landing outline + sales script + 12-min demo script + 5-day onboarding checklist

Routers (3 new) — 62 endpoints
- /api/v1/targeting/* — 20 endpoints (accounts, buying-committee, contacts, uploaded-list, outreach, daily-autopilot, self-growth, reputation, linkedin, drafts, free-diagnostic, services, contracts)
- /api/v1/services/* — 20 endpoints (catalog, recommend, intake, start, workflow, deliverables, proof-pack, quote, setup-fee, monthly-offer, scorecard, upgrade-path, ceo daily-brief/approval-card/risk-alert/EOD)
- /api/v1/service-excellence/* — 22 endpoints (feature-matrix, score, quality-review, review/all, proof-metrics, roi-estimate, gap-analysis, research-brief, hypotheses, experiments, monthly-review, backlog, weekly-improvements, launch-package, landing/sales/demo/onboarding)

Tests (3 new files, 105 tests)
- test_targeting_os: 47 tests (Arabic accounts, buying committees, opt-out blocked, cold WA blocked, LinkedIn no-scraping, email unsubscribe, WA risk, outreach plan, reputation guard, self-growth, contracts, scorecard)
- test_service_tower: 38 tests (12+ services, all have pricing/proof/deliverables/approval, wizard recommendations, workflow includes approval, quote scales, CEO cards ≤3 buttons, no live send)
- test_service_excellence: 33 tests (feature matrix, score returns status, ALL services pass quality gates, ROI x-multiples, 7 competitor categories, hypotheses+experiments, backlog conversion, launch package complete, demo=12min)

Docs (3 new + 1 updated)
- TARGETING_ACQUISITION_OS.md (Arabic)
- SERVICE_TOWER_STRATEGY.md (Arabic)
- SERVICE_EXCELLENCE_OS.md (Arabic)
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §36 Targeting OS + §37 Service Tower + §38 Service Excellence + §39 Landing Pages

Landing pages (4 new, RTL Arabic)
- services.html — 3 doors + 12 productized services
- free-diagnostic.html — free growth diagnostic
- first-10-opportunities.html — kill feature
- agency-partner.html — agency partner program

Test results
- 105/105 new tests pass
- Full suite: 768 passed, 2 skipped
- 0 existing tests broken

Safety + integration with previous layers
- Targeting OS uses contactability_matrix → ALL contacts gated before any send
- Service Tower's workflow includes approval gate; ALL services live_send_allowed=False
- Service Excellence quality_review BLOCKS launch on missing proof/approval/pricing/unsafe channels
- linkedin_do_not_do() encodes 8 explicit prohibitions (scraping/auto-DM/auto-connect/extensions)
- whatsapp_do_not_do() blocks cold sends + group scraping
- Contracts always: legal_review_required=True, not_legal_advice=True, PDPL sections present
- Self-Growth Mode lets Dealix target its OWN ICP using the same approval-first pipeline

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:11:00 +03:00
Dealix Builder
bcf545c22e feat(self-improving): Hermes-inspired Agent Platform — 6 layers + 30 endpoints + 76 tests + Private Beta launch
Security Curator (4 modules) — جدار الحماية الأول
- secret_redactor: 11 patterns (GitHub PAT, OpenAI/Anthropic/Supabase/WhatsApp/Moyasar/Sentry/Google/AWS/private keys); never returns raw secret
- patch_firewall: blocks .env / credentials.json / RSA keys; scans added lines for secret patterns
- trace_redactor: masks phones (+966...) and emails for PII safety
- tool_output_sanitizer: cleans tool outputs before they hit ledger/Proof Pack/UI/observability

Growth Curator (5 modules) — التحسين الذاتي
- message_curator: grades Arabic messages (0..100), detects 8 risky phrases, suggests Saudi-tone skeleton
- playbook_curator: scores playbooks by outcome (accept/reply/meeting/deal); winner/promising/needs_work/archive
- mission_curator: scores completed missions; ship_it_widely/iterate/rework_or_retire
- skill_inventory: deterministic 23-skill catalog across 5 layers
- curator_report: weekly Arabic summary "ماذا تعلمنا هذا الأسبوع"

Meeting Intelligence (5 modules) — ذكاء الاجتماعات
- transcript_parser: accepts Google Meet entries OR plain "Speaker: text" format
- meeting_brief: 6-section pre-meeting brief in Arabic (objective/questions/objections/offer/next-step)
- objection_extractor: 8 categories (price/timing/authority/trust/integration/competitor/results/complexity)
- followup_builder: email + WhatsApp drafts; live_send_allowed=False always
- deal_risk: 0..100 score from objections + missing next-step + decision-maker absence + days-since-touch

Model Router (5 modules) — موجّه النماذج
- provider_registry: 7 providers (Claude Sonnet/Haiku, GPT-4-class, GPT-4o-mini, Gemini Pro, Azure OAI KSA-region, Local Qwen Arabic-tuned)
- task_router: 10 task types × routing decisions with reasons_ar
- cost_policy: bulk → low; output > 1500 tokens → high
- fallback_policy: high-sensitivity workloads prefer KSA-region/self-hosted FIRST
- usage_dashboard: deterministic demo of all task routes

Connector Catalog (3 modules) — كتالوج التكاملات
- 14 connectors (WhatsApp Cloud, Gmail, Calendar, Google Meet, Moyasar, LinkedIn Lead Forms, Google Business Profile, X API, Instagram, Sheets, CRM, Website Forms, Composio, MCP Gateway)
- Each has launch_phase (1-4), risk_level, allowed_actions, blocked_actions, Arabic risk dossier
- WhatsApp blocks cold_send_without_consent; Moyasar blocks store_card_number; MCP requires allowlist

Agent Observability (5 modules) — مراقبة الوكلاء + التقييمات
- trace_events: SHA256-hashes user/company IDs; sanitizes payload/output before logging
- safety_eval: 7 rules (guarantee, scarcity_fake, medical_claim, financial, regulatory, personal_data, urgency); 0..100 → safe/needs_review/blocked
- saudi_tone_eval: positive markers (هلا, لاحظت, يناسبك) vs negative (تحية طيبة وبعد, synergy, leverage); arabic_ratio bonus
- eval_pack: 5 curated cases with expected verdicts
- cost_tracker: per workflow/provider/task_type aggregation

Routers (6 new) — 30 endpoints
- /api/v1/security-curator/{demo, redact, inspect-diff, sanitize-output}
- /api/v1/growth-curator/{skills/inventory, messages/grade, messages/improve, messages/duplicates, missions/next, report/weekly, report/demo}
- /api/v1/meeting-intelligence/{brief, brief/demo, transcript/summarize, followup/draft, deal-risk}
- /api/v1/model-router/{providers, tasks, route, cost-class, usage/demo}
- /api/v1/connector-catalog/{catalog, summary, status, risks, {key}}
- /api/v1/agent-observability/{trace/build, safety/eval, tone/eval, evals/run}

Tests (6 new files, 76 tests)
- test_security_curator: 16 tests (PAT detect, key redact, env diff block, payload scan, trace mask)
- test_growth_curator: 16 tests (Arabic grade, risky phrases, dup detect, playbook scoring, mission recommend, weekly report)
- test_meeting_intelligence: 13 tests (transcript parse, brief sections, objection extract, followup drafts, deal risk)
- test_dealix_model_router: 11 tests (every task → ≥1 provider, KSA-region for high sensitivity, cost class, primary override)
- test_agent_observability: 12 tests (trace hashing, safety verdicts, tone scoring, eval pack)
- test_connector_catalog: 11 tests (≥12 connectors, every has risk/blocked actions, WA cold-send blocked, Moyasar card-storage blocked)

Docs (8 new + 1 updated)
- AGENT_SECURITY_CURATOR.md (Arabic)
- GROWTH_CURATOR_STRATEGY.md (Arabic)
- MEETING_INTELLIGENCE.md (Arabic)
- MODEL_PROVIDER_ROUTER.md (Arabic)
- CONNECTOR_CATALOG.md (Arabic)
- AGENT_OBSERVABILITY_EVALS.md (Arabic)
- PRIVATE_BETA_LAUNCH_TODAY.md (Arabic) — go-checklist + offer + risks
- DEMO_SCRIPT_12_MINUTES.md (Arabic) — minute-by-minute demo flow
- FIRST_20_OUTREACH_MESSAGES.md (Arabic) — 7 personas + 3 follow-ups, all under safety/tone evals
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §34 Self-Improving Agent Platform + §35 Private Beta Launch

Landing
- landing/private-beta.html — Arabic RTL, dark theme, pricing, 11 demo endpoints, safety banner

Test results
- 76/76 new tests pass
- Full suite: 663 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety
- All 6 layers honor approval-first, draft-only, no-live-send
- Hash user/company IDs before any trace
- No secrets in logs/embeddings/traces (3-layer defense: redactor + sanitizer + firewall)
- Saudi tone eval rejects "تحية طيبة وبعد" + "synergy" auto-corporate language
- Safety eval blocks "ضمان 100%" + medical claims + fake urgency
- Connector Catalog: WhatsApp blocks cold-send, Moyasar blocks card storage, MCP requires allowlist

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 16:30:18 +03:00
Dealix Builder
80e1fc3533 feat(launch): legal pages + onboarding flow + error pages + master runbook
LAUNCH-CRITICAL FIX
The index.html nav linked to /privacy.html and /terms.html but neither
existed → 404s on every visit to those nav links. This was a hard launch
blocker for any commercial use of Dealix in Saudi.

NEW PAGES (8)

Legal & Compliance:
- landing/privacy.html — PDPL-aligned Arabic privacy policy with 13 sections
  covering scope/data collected/lawful bases (Art. 5/6)/purposes/sharing/
  international transfers/retention (3-tier)/security (Art. 19-20)/
  data subject rights (Art. 4-9)/cookies/breach response/contact
- landing/terms.html — Saudi B2B terms of service with 15 sections
  covering acceptance/service description/account/acceptable use/data
  ownership/AI features/pricing+billing (4 tiers)/pay-per-result terms/
  SLA per tier/IP/liability limits/termination/disputes (SCCA Riyadh)

Onboarding flow:
- landing/signup.html — 60-second signup with consent checkbox, plan
  selector (5 plans incl. Pay-per-Result featured), POSTs to /api/v1/leads
- landing/welcome.html — 5-step onboarding checklist with progress bar
  (subscribed → ICP → WhatsApp → Gmail → first Daily Run)
- landing/payment-success.html — post-Moyasar success page with txn details,
  next-steps card, ZATCA invoice note, Customer Portal CTA
- landing/payment-cancelled.html — graceful failure page with common reasons
  + bank transfer alternative

Error pages:
- landing/404.html — branded not-found with quick-link nav back
- landing/500.html — server error with auto-generated reference ID for
  support tracking + status page link

Sitemap & robots:
- landing/sitemap.xml — 27 URLs with proper changefreq + priority weights
- landing/robots.txt — allow legal pages, disallow internal pages

Master runbook:
- docs/LAUNCH_MASTER_RUNBOOK_AR.md — 10-step launch plan covering DNS,
  Railway, env vars (full list), DB migrations, domain mapping, Moyasar,
  WhatsApp WABA, email deliverability (SPF/DKIM/DMARC), observability,
  beta day. Includes manual smoke-test bash recipes + KPIs for first 30
  days + rollback plan.

VERIFICATION
- 33 landing HTML pages total (was 25)
- All 8 new pages: valid DOCTYPE + closing </html>, Arabic RTL, mobile-friendly
- pytest: 477 passed, 2 skipped (unchanged)
- index.html nav links no longer 404

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 15:06:41 +03:00
Sami Assiri
f79c69ff25 ci(dealix): root GitHub workflows, ai-company track, full Dealix API tree
Made-with: Cursor
2026-05-01 14:03:52 +03:00