mancitrus/system-prompts-and-models-of-ai-tools
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system-prompts-and-models-o.../salesflow-saas/docs/DATA-MODEL.md
Claude 84762f08ab
Add complete launch infrastructure: models, APIs, agents, compliance, docs, knowledge base 
Phase 1 - Repo Hardening:
- README.md, LICENSE, SECURITY.md, CONTRIBUTING.md
- GitHub Actions repo-hygiene workflow
- docs/: ARCHITECTURE, DATA-MODEL, API-MAP, AGENT-MAP, DEPLOYMENT-NOTES

Phase 2 - Database Models (7 new):
- Company, Contact, Call, Commission, Payout, Dispute, GuaranteeClaim
- Consent, Complaint, Policy, KnowledgeArticle, SectorAsset
- Updated models/__init__.py with all 32+ models

Phase 3 - API Surfaces (16 new route files):
- companies, contacts, calls, meetings, commissions, payouts
- disputes, guarantees, consents, complaints, knowledge
- sectors, presentations, supervisor, admin, health
- Updated router.py with all 24 route groups

Phase 4 - AI Prompt Registry (18 agent contracts):
- Lead Qualification, Affiliate Recruitment Evaluator, Onboarding Coach
- Outreach Writer, Arabic WhatsApp, English Conversation, Voice Call
- Meeting Booking, Sector Strategist, Objection Handler
- Proposal Drafter, QA Reviewer, Compliance Reviewer
- Knowledge Retrieval, Revenue Attribution, Fraud Reviewer
- Guarantee Claim Reviewer, Management Summary

Phase 5 - Communication Templates:
- 15 production templates (WhatsApp, email, voice, internal)
- Arabic + English variants with variable interpolation

Phase 6 - Compliance Center (7 legal docs):
- Privacy policy, Terms of service, Refund policy
- Commission policy, Affiliate rules, Consent policy, Data protection
- All PDPL-compliant, Arabic

Phase 7 - Celery Workers (fully implemented):
- follow_up_tasks: automated lead follow-ups with workflow execution
- message_tasks: WhatsApp/email/SMS with retry logic
- notification_tasks: daily reports, meeting reminders, in-app notifications
- affiliate_tasks: target checking, commission calculation, weekly reports, AI outreach

Phase 8 - Knowledge Base OS (8 files):
- Services overview, Pricing policy, Channel policy, Meeting policy
- Identity rules, Escalation rules, Hiring path, Internal SOPs

https://claude.ai/code/session_01KnJgK7RwyeCvRZTRThHtfU
2026-03-31 07:57:48 +00:00

14 KiB
Raw Blame History

Data Model

Complete schema reference for the Dealix platform. All tenant-scoped tables include a tenant_id foreign key. Timestamps (created_at, updated_at) are present on every table unless noted.

Core Tables

users

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
email VARCHAR(255) unique per tenant
phone VARCHAR(20)
hashed_password TEXT
full_name VARCHAR(255)
role ENUM owner, admin, manager, agent, affiliate, viewer
language VARCHAR(5) ar, en
is_active BOOLEAN
last_login_at TIMESTAMP

tenants

Field Type Notes
id UUID PK
name VARCHAR(255)
slug VARCHAR(100) unique
plan ENUM free, starter, pro, enterprise
domain VARCHAR(255) custom domain
settings JSONB tenant-level config
is_active BOOLEAN

leads

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
assigned_to UUID FK -> users
source VARCHAR(50) whatsapp, web, referral, import, affiliate
status ENUM new, contacted, qualified, converted, lost
score INTEGER AI-computed 0-100
full_name VARCHAR(255)
phone VARCHAR(20)
email VARCHAR(255)
company_name VARCHAR(255)
sector VARCHAR(100)
city VARCHAR(100)
notes TEXT
qualified_at TIMESTAMP
converted_at TIMESTAMP

deals

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
lead_id UUID FK -> leads
assigned_to UUID FK -> users
title VARCHAR(255)
stage ENUM discovery, proposal, negotiation, closed_won, closed_lost
value DECIMAL(12,2) SAR
currency VARCHAR(3) default SAR
probability INTEGER 0-100
expected_close DATE
closed_at TIMESTAMP
lost_reason TEXT

customers

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
lead_id UUID FK -> leads
deal_id UUID FK -> deals
full_name VARCHAR(255)
email VARCHAR(255)
phone VARCHAR(20)
company_name VARCHAR(255)
lifetime_value DECIMAL(12,2)

activities

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
user_id UUID FK -> users
lead_id UUID FK -> leads, nullable
deal_id UUID FK -> deals, nullable
type ENUM call, email, whatsapp, meeting, note, task
subject VARCHAR(255)
body TEXT
scheduled_at TIMESTAMP
completed_at TIMESTAMP

messages

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
lead_id UUID FK -> leads, nullable
contact_id UUID FK -> contacts, nullable
channel ENUM whatsapp, email, sms, in_app
direction ENUM inbound, outbound
content TEXT
status ENUM queued, sent, delivered, read, failed
sent_at TIMESTAMP

proposals

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
deal_id UUID FK -> deals
version INTEGER
title VARCHAR(255)
content JSONB structured proposal data
status ENUM draft, sent, viewed, accepted, rejected
sent_at TIMESTAMP
viewed_at TIMESTAMP

notifications

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
user_id UUID FK -> users
type VARCHAR(50)
title VARCHAR(255)
body TEXT
channel ENUM in_app, email, whatsapp, sms
is_read BOOLEAN
read_at TIMESTAMP

subscriptions

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
plan ENUM free, starter, pro, enterprise
status ENUM active, past_due, cancelled, trialing
current_period_start TIMESTAMP
current_period_end TIMESTAMP
payment_provider VARCHAR(50)
external_id VARCHAR(255) provider subscription ID

templates

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants, nullable (global templates)
type ENUM whatsapp, email, sms, proposal
name VARCHAR(255)
language VARCHAR(5) ar, en
subject VARCHAR(255)
body TEXT supports variables
is_active BOOLEAN

properties

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
entity_type VARCHAR(50) lead, deal, contact, company
entity_id UUID
key VARCHAR(100)
value TEXT

audit_logs

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
user_id UUID FK -> users
action VARCHAR(50) create, update, delete, login, export
entity_type VARCHAR(50)
entity_id UUID
changes JSONB before/after diff
ip_address VARCHAR(45)

Affiliate Tables

affiliates

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
user_id UUID FK -> users
status ENUM applied, approved, active, suspended, terminated
tier ENUM bronze, silver, gold, platinum
referral_code VARCHAR(20) unique
commission_rate DECIMAL(5,2) percentage
approved_at TIMESTAMP

affiliate_performances

Field Type Notes
id UUID PK
affiliate_id UUID FK -> affiliates
period DATE month start
leads_generated INTEGER
deals_closed INTEGER
revenue_attributed DECIMAL(12,2)
commission_earned DECIMAL(12,2)
conversion_rate DECIMAL(5,2)

affiliate_deals

Field Type Notes
id UUID PK
affiliate_id UUID FK -> affiliates
deal_id UUID FK -> deals
lead_id UUID FK -> leads
attributed_revenue DECIMAL(12,2)
commission_amount DECIMAL(12,2)
status ENUM pending, confirmed, paid, disputed

AI Tables

ai_conversations

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
agent_type VARCHAR(50) agent identifier
lead_id UUID FK -> leads, nullable
contact_id UUID FK -> contacts, nullable
input_payload JSONB
output_payload JSONB
tokens_used INTEGER
latency_ms INTEGER
status ENUM success, error, escalated

auto_bookings

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
lead_id UUID FK -> leads
agent_id UUID FK -> users (assigned agent)
proposed_time TIMESTAMP
confirmed_time TIMESTAMP
status ENUM proposed, confirmed, rescheduled, cancelled, completed
channel VARCHAR(20) whatsapp, email
calendar_event_id VARCHAR(255) external calendar ref

New Tables

companies

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
name VARCHAR(255)
name_ar VARCHAR(255) Arabic name
sector VARCHAR(100)
size ENUM micro, small, medium, large, enterprise
city VARCHAR(100)
region VARCHAR(100)
cr_number VARCHAR(20) commercial registration
website VARCHAR(255)
is_active BOOLEAN

contacts

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
company_id UUID FK -> companies, nullable
lead_id UUID FK -> leads, nullable
full_name VARCHAR(255)
job_title VARCHAR(100)
email VARCHAR(255)
phone VARCHAR(20)
whatsapp VARCHAR(20)
language VARCHAR(5) ar, en
consent_status ENUM granted, revoked, pending

prospects

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
company_id UUID FK -> companies, nullable
contact_id UUID FK -> contacts, nullable
source VARCHAR(50)
status ENUM identified, researching, approaching, engaged, disqualified
priority ENUM low, medium, high, critical
sector VARCHAR(100)
estimated_value DECIMAL(12,2)
notes TEXT

calls

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
lead_id UUID FK -> leads, nullable
contact_id UUID FK -> contacts, nullable
user_id UUID FK -> users
direction ENUM inbound, outbound
status ENUM ringing, answered, missed, voicemail, failed
duration_seconds INTEGER
recording_url TEXT
transcript TEXT AI-generated
sentiment VARCHAR(20) positive, neutral, negative
outcome VARCHAR(50)

commissions

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
affiliate_id UUID FK -> affiliates
deal_id UUID FK -> deals
amount DECIMAL(12,2)
currency VARCHAR(3) SAR
rate DECIMAL(5,2) percentage applied
status ENUM pending, approved, paid, disputed, cancelled
approved_by UUID FK -> users, nullable
approved_at TIMESTAMP
period DATE commission period

payouts

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
affiliate_id UUID FK -> affiliates
amount DECIMAL(12,2)
currency VARCHAR(3)
method ENUM bank_transfer, wallet, check
status ENUM pending, processing, completed, failed
reference VARCHAR(100) payment reference
bank_name VARCHAR(100)
iban VARCHAR(34)
processed_at TIMESTAMP

disputes

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
commission_id UUID FK -> commissions, nullable
affiliate_id UUID FK -> affiliates
type ENUM commission, attribution, payout, guarantee
status ENUM open, under_review, resolved, escalated, closed
description TEXT
resolution TEXT
resolved_by UUID FK -> users, nullable
resolved_at TIMESTAMP

guarantee_claims

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
deal_id UUID FK -> deals
customer_id UUID FK -> customers
claim_type ENUM performance, quality, delivery, other
status ENUM submitted, reviewing, approved, denied, refunded
description TEXT
evidence JSONB uploaded proof references
amount_claimed DECIMAL(12,2)
amount_approved DECIMAL(12,2)
reviewed_by UUID FK -> users, nullable
reviewed_at TIMESTAMP

refunds

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
guarantee_claim_id UUID FK -> guarantee_claims
deal_id UUID FK -> deals
amount DECIMAL(12,2)
currency VARCHAR(3)
status ENUM pending, processing, completed, failed
method ENUM bank_transfer, original_method, wallet
processed_at TIMESTAMP
reference VARCHAR(100)

consents

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
contact_id UUID FK -> contacts
channel ENUM whatsapp, email, sms, phone
status ENUM granted, revoked
granted_at TIMESTAMP
revoked_at TIMESTAMP
ip_address VARCHAR(45)
source VARCHAR(50) how consent was collected

complaints

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
contact_id UUID FK -> contacts, nullable
customer_id UUID FK -> customers, nullable
category ENUM service, billing, communication, privacy, other
status ENUM open, investigating, resolved, closed
severity ENUM low, medium, high, critical
description TEXT
resolution TEXT
assigned_to UUID FK -> users, nullable
resolved_at TIMESTAMP

policies

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants, nullable (platform-wide)
type ENUM commission, guarantee, refund, compliance, privacy
name VARCHAR(255)
content TEXT
version INTEGER
is_active BOOLEAN
effective_from DATE

knowledge_articles

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants, nullable (shared)
category VARCHAR(100)
title VARCHAR(255)
title_ar VARCHAR(255)
body TEXT
body_ar TEXT
embedding VECTOR(1536) for RAG retrieval
sector VARCHAR(100) nullable
is_published BOOLEAN

sector_assets

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants, nullable
sector VARCHAR(100)
asset_type ENUM pitch_deck, case_study, objection_map, pricing_guide, competitor_matrix
title VARCHAR(255)
content JSONB structured asset data
language VARCHAR(5) ar, en
is_active BOOLEAN

scorecards

Field Type Notes
id UUID PK
tenant_id UUID FK -> tenants
user_id UUID FK -> users
period DATE scoring period
leads_handled INTEGER
deals_closed INTEGER
revenue_generated DECIMAL(12,2)
avg_response_time INTEGER seconds
customer_satisfaction DECIMAL(3,2) 0.00-5.00
ai_assist_rate DECIMAL(5,2) percentage of AI-assisted interactions
composite_score DECIMAL(5,2) weighted aggregate

Entity Relationships

tenants 1--* users
tenants 1--* leads
tenants 1--* deals
tenants 1--* companies
tenants 1--* contacts

leads *--1 users (assigned_to)
leads 1--* deals
leads 1--* activities
leads 1--* messages
leads 1--* ai_conversations
leads 1--* auto_bookings
leads 1--* calls

deals 1--* proposals
deals 1--* commissions
deals 1--* guarantee_claims

companies 1--* contacts
contacts 1--* messages
contacts 1--* calls
contacts 1--* consents

affiliates 1--1 users
affiliates 1--* affiliate_deals
affiliates 1--* affiliate_performances
affiliates 1--* commissions
affiliates 1--* payouts
affiliates 1--* disputes

guarantee_claims 1--* refunds
commissions 1--* disputes