system-prompts-and-models-o.../salesflow-saas/README.md
2026-04-12 11:01:09 +00:00

5.1 KiB

Dealix - Saudi AI Revenue Operating System

AI-powered revenue operations platform built for the Saudi market. Dealix combines lead management, affiliate recruitment, sales automation, meeting scheduling, deal tracking, and commission processing into a single operating system driven by specialized AI agents.

Tech Stack

Layer Technology
Backend FastAPI (Python 3.11+)
Frontend Next.js 15 (React, TypeScript)
Database PostgreSQL 15
Cache / Broker Redis 7
Task Queue Celery 5
Reverse Proxy Nginx
Containerization Docker Compose

Quick Start

git clone https://github.com/VoXc2/dealix.git
cd dealix
cp .env.example .env        # fill in your secrets
docker-compose up --build

Backend: http://localhost:8000/docs Frontend: http://localhost:3000

If the browser shows connection refused on :3000 or :8000: nothing is listening on that port yet. Start the stack (docker compose up from this folder) or run uvicorn / npm run dev manually. Confirm with curl -sSf http://127.0.0.1:8000/api/v1/health and ensure the browser is on the same machine as the server (not WSL/remote without port forwarding).

Without Docker: install Python 3.12+ and Node 22+, copy .env and frontend/.env.local, run Postgres/Redis (or point DATABASE_URL / REDIS_URL at existing instances), then cd backend && uvicorn app.main:app --reload --host 0.0.0.0 --port 8000 and cd frontend && npm run dev. If DATABASE_URL uses SQLite (sqlite+aiosqlite), the API runs init_db() on startup so tables exist for local smoke tests; production should use Postgres + Alembic migrations.

E2E locally: after npm ci, run npx playwright install chromium once, then npm run test:e2e (matches CI).

Staging env templates: .env.staging.example (repo root) and frontend/.env.staging.example — copy to .env / frontend/.env.local on the host; see docs/STAGING_ENV_CHECKLIST.md.

Customer onboarding (B2B): GET /api/v1/customer-onboarding/journey and docs/CUSTOMER_OS_ONBOARDING_AR.md. Dashboard tab: مسار التشغيل مع العميل.

Launch verification: see docs/LAUNCH_CHECKLIST.md. From salesflow-saas: copy frontend/.env.example to frontend/.env.local and set NEXT_PUBLIC_API_URL. Run .\verify-launch.ps1 -HttpCheck -SoftReady (use -BaseUrl if the API is not on port 8000).

CI: GitHub Actions workflow .github/workflows/dealix-ci.yml (repo root) runs backend pytest and frontend lint + build when salesflow-saas/** changes.

DB migrations: from backend, set PYTHONPATH to the backend folder (e.g. set PYTHONPATH=%CD% on Windows), then alembic upgrade head. For Postgres schema evolution, prefer alembic revision --autogenerate against a dev database after the baseline revision.

Project Structure

salesflow-saas/
  backend/             # FastAPI application (routes, models, services, agents)
  frontend/            # Next.js dashboard and client portal
  ai-agents/           # AI agent definitions, prompts, and orchestration
  affiliate-system/    # Affiliate recruitment, tracking, commissions
  guarantee/           # Gold guarantee claim processing
  knowledge-base/      # RAG knowledge articles and sector data
  presentations/       # Proposal and pitch generation
  nginx/               # Reverse proxy configuration
  seeds/               # Database seed data
  docs/                # Architecture, API map, data model, deployment notes
  docker-compose.yml   # Full-stack orchestration
  Makefile             # Developer shortcuts

Key Features

  • Multi-Tenant - Isolated data per organization with role-based access
  • Arabic-First - UI, AI prompts, and WhatsApp flows in Arabic with full English support
  • WhatsApp Business API - Automated outreach, conversations, and booking via WhatsApp
  • 18 AI Agents - Lead qualification, outreach, objection handling, compliance, fraud review, and more
  • Affiliate System - Recruitment, onboarding, performance tracking, and tiered commissions
  • Gold Guarantee - Claim processing, dispute resolution, and automated refunds
  • Meeting Booking - AI-driven scheduling integrated with calendar providers
  • Deal Pipeline - Stage-based tracking with revenue attribution
  • Commission Engine - Automated calculation, payout scheduling, and dispute handling
  • Sector Intelligence - Industry-specific strategies, assets, and scoring

What Is Excluded from This Repository

This is a public repository for visibility and version tracking. The following are never committed:

  • .env files and environment secrets
  • Private keys, certificates, and SSL materials (.pem, .key, .crt)
  • Log files and runtime output
  • Docker volumes and persistent data
  • Third-party API credentials

See SECURITY.md for reporting vulnerabilities.

Safety Note

This repository is public. No secrets, credentials, or private customer data are stored here. All sensitive configuration is injected at deploy time via environment variables and secret managers.

Maintainer

Sami Assiri / VoXc2