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> |
||
|---|---|---|
| .. | ||
| .cursor/rules | ||
| .github | ||
| api | ||
| auto_client_acquisition | ||
| autonomous_growth | ||
| core | ||
| dashboard | ||
| db | ||
| dealix | ||
| docs | ||
| evals | ||
| integrations | ||
| landing | ||
| scripts | ||
| supabase/migrations | ||
| tests | ||
| .dockerignore | ||
| .editorconfig | ||
| .env.example | ||
| .env.staging.example | ||
| .gitignore | ||
| .gitleaks.toml | ||
| .pre-commit-config.yaml | ||
| .secrets.baseline | ||
| CHANGELOG.md | ||
| cli.py | ||
| CODE_OF_CONDUCT.md | ||
| CONTRIBUTING.md | ||
| DEALIX_COMPANY_OPERATIONAL_STATE.md | ||
| DEPLOYMENT.md | ||
| docker-compose.yml | ||
| Dockerfile | ||
| LICENSE | ||
| Makefile | ||
| Procfile | ||
| pyproject.toml | ||
| QUICK_START.md | ||
| railway.json | ||
| railway.toml | ||
| README.ar.md | ||
| README.md | ||
| requirements-dev.txt | ||
| requirements.txt | ||
| SECURITY.md | ||
| v3_app.py | ||
🏢 Dealix — AI Company Saudi
Sovereign, policy-governed Growth & Execution OS for Saudi enterprises
نظام نمو وتنفيذ سيادي محكوم بالسياسات، للشركات السعودية
العربية · English
🚀 Deploy Now · 📦 .env Template · 🎯 Landing · 🗺️ API Map · 🏢 Day 1 Plan
🎯 What's in this repo
Backend — FastAPI + SQLAlchemy 2.0 async + Postgres. 13 routers / 102 endpoints. See API_MAP.md.
Lead Machine — Provider adapter chains for Search / Maps / Crawler / Tech / EmailIntel that fall back gracefully when env keys are missing. See PROVIDER_ADAPTERS.md.
Data Lake + Lead Graph — 7-table compliant ingestion: raw_lead_imports → raw_lead_rows → accounts → contacts → signals → lead_scores → data_suppression_list. PDPL-aware (allowed_use, consent_status, opt_out, risk_level mandatory per row). See DATA_LAKE_PLAYBOOK.md.
Frontend — Static landing on GitHub Pages + interactive dashboard with live Saudi Lead Engine demo. See landing/.
Day-1 Operating Kit — 287 outreach-ready Saudi B2B accounts pre-built across 7 segments (real-estate / construction / hospitality / events / food / logistics / SaaS / agency). Pricing ladder + Pilot offer + Partner model + Channel templates. See docs/business/.
⚡ Quick Deploy
Any Docker-capable platform works. See DEPLOYMENT.md for Railway, Render, Fly.io, Heroku, DigitalOcean, AWS, self-hosted.
# Local
docker build -t dealix .
cp .env.example .env # edit with real values
docker run -p 8000:8000 --env-file .env dealix
curl localhost:8000/health
Public endpoints (no auth): /health, /api/v1/public/demo-request, /api/v1/pricing/plans, /api/v1/checkout, /api/v1/webhooks/moyasar
🌟 One-line definition
Dealix is a sovereign, policy-governed Growth & Execution OS for Saudi enterprises. It combines agentic intelligence, deterministic execution, approval controls, and executive observability to drive revenue, partnerships, expansion, and strategic operations with enterprise-grade trust.
It is not a CRM, not a chatbot, not a sales automation tool.
🧭 The Prime Operating Rule
AI explores, analyzes, and recommends. Deterministic workflows execute. Humans approve critical moves.
No agent makes an external commitment on its own. No critical output leaves the system without being structured, evidence-backed, policy-evaluated, and (where required) human-approved.
🧱 The six OS tracks
- Revenue OS — lead to close, pipeline, forecasting
- Partnership OS — partner discovery, joint pursuits, co-sell
- Corporate Development / M&A OS — sourcing, diligence, integration
- Expansion OS — new-market entry, localization
- PMI / Strategic PMO OS — post-merger integration, cross-BU initiatives
- Trust, Policy & Executive Governance OS — controls, approvals, risk, audit
🏗️ Five mandatory planes
Every feature lives in exactly one plane. Crossing planes happens via contracts, never via shared memory or direct calls.
| Plane | Responsibility | Module |
|---|---|---|
| Decision | Agents: reasoning, synthesis, recommendation, evidence assembly | auto_client_acquisition/, autonomous_growth/, core/agents/ |
| Execution | Durable workflows, retries, compensation, external commitments | auto_client_acquisition/pipeline.py, dealix/execution/ |
| Trust | Policy, approval, audit, tool verification, evidence packs | dealix/trust/ |
| Data | Operational source of truth, semantic metrics, lineage | db/, integrations/ |
| Operating | Repo governance, CI/CD, releases, SDLC security | .github/, Dockerfile, Makefile |
🛡️ What makes this Tier-1
1. Structured outputs with classifications
Every critical agent output is a validated DecisionOutput (Pydantic + JSON Schema) carrying:
- Approval class (A0–A3): who must approve
- Reversibility class (R0–R3): how hard to undo
- Sensitivity class (S0–S3): data/impact risk
2. Trust Plane as a non-bypassable overlay
Every NextAction runs through a PolicyEvaluator that returns ALLOW / DENY / ESCALATE. Escalations create ApprovalRequests with TTL + multi-approver support. Every step is audited.
3. Never-auto-execute list
Hardcoded in dealix/classifications/NEVER_AUTO_EXECUTE: pricing commits, contract changes, NDAs, payment terms, regulator comms, sensitive data exports — these cannot bypass human approval, regardless of other signals.
4. Evidence packs on high-stakes decisions
A2+/R3/S3 decisions cannot be constructed without evidence — Pydantic validator enforces it. Every pack ships with sources, tool calls (intended vs actual), prompts used, model versions, and a bilingual AR/EN board-grade memo.
5. No-overclaim register
Every public product claim is tracked in dealix/registers/no_overclaim.yaml with status (Production / Partial / Pilot / Planned) and evidence paths.
6. Saudi-native from day one
Not localization — Gulf business register Arabic, SAR pricing tiers, Riyadh timezone awareness, PDPL lawful-basis enforcement via policy rules, NCA ECC/DCC/CCC mapping in dealix/registers/compliance_saudi.yaml.
✨ Core technical features
- 🧠 Multi-LLM routing with fallback — Claude, Gemini, Groq, DeepSeek, GLM, OpenAI. Task → best provider → auto-fallback on failure. Per-provider usage tracking.
- 🤖 15+ production agents — typed I/O, structured logging, graceful degradation, 63 tests.
- 🌍 First-class bilingual AR/EN — detection, routing (Arabic → GLM), content generation, sales scripts, docs.
- 🔒 Security-first —
.env-only config,SecretStreverywhere, gitleaks + detect-secrets + trufflehog + bandit in pre-commit AND CI, webhook HMAC verification, non-root Docker, ToS-safe LinkedIn. - 🐳 Cloud-ready — multi-stage Dockerfile, docker-compose stack (Postgres + Redis + Mongo), GitHub Actions CI/CD, GHCR image push on release tags.
- 📊 Observable — structlog JSON logs in prod, request IDs, per-provider LLM usage metrics, optional Langfuse integration.
🏗️ Architecture
graph TB
subgraph Clients
W[Website Forms]
WA[WhatsApp Business]
E[Email]
end
subgraph Gateway["FastAPI Gateway"]
R[6 routers + middleware]
end
subgraph Decision["Decision Plane — agents"]
I[Intake] --> P[Pain Extract]
P --> IC[ICP Match]
IC --> Q[Qualification]
end
subgraph Trust["Trust Plane — NON-BYPASSABLE"]
POL[Policy Evaluator]
APR[Approval Center]
AUD[Audit Sink]
TV[Tool Verification Ledger]
end
subgraph Execution["Execution Plane — deterministic"]
CRM[HubSpot sync]
BK[Booking]
PS[Proposal send]
end
subgraph LLM["LLM Router — fallback"]
CL[Claude]
GM[Gemini]
GQ[Groq]
DS[DeepSeek]
GL[GLM]
end
Clients --> Gateway
Gateway --> Decision
Decision --> Trust
Trust -->|ALLOW| Execution
Trust -->|ESCALATE| HUMAN[Human approver]
HUMAN --> Execution
Decision --> LLM
Trust --> AUD
Full blueprint: docs/blueprint/master-architecture.md.
🚀 Quick start
git clone https://github.com/YOUR-ORG/ai-company-saudi.git
cd ai-company-saudi
make setup
# edit .env, then:
make run
# → http://localhost:8000/docs
Full stack (app + Postgres + Redis + Mongo):
make docker-up
Try the governed pipeline
curl -X POST http://localhost:8000/api/v1/leads \
-H "Content-Type: application/json" \
-d '{
"company": "شركة التقنية المتقدمة",
"name": "أحمد محمد",
"email": "ahmed@example.sa",
"phone": "+966501234567",
"sector": "technology",
"region": "Saudi Arabia",
"budget": 50000,
"message": "نحتاج نظام AI لإدارة المبيعات"
}'
Use the GovernedPipeline directly (shows the governance layer)
import asyncio
from dealix.execution import GovernedPipeline
async def main():
gp = GovernedPipeline()
result = await gp.run(payload={
"company": "...",
"name": "...",
"message": "..."
})
print(f"Decisions: {len(result.decisions)}")
print(f"Policy results: {len(result.policy_results)}")
print(f"Approval requests: {len(result.approval_requests)}")
print(f"Audit trail: {len(result.audit_trail)} entries")
asyncio.run(main())
📚 The twelve Master Documents
All under dealix/masters/ and dealix/registers/:
- Master Architecture Blueprint — canonical source of truth
- AI Operating Constitution — binding rules
- Trust Fabric Specification
- Execution Fabric Specification
- Repo Operating Pack
- 90-Day Execution Matrix
- Saudi Compliance Register — PDPL + NCA + AI governance
- Technology Radar
- Incident & Rollback Runbook
- Release Readiness Checklist
- No-Overclaim Register — every public claim tracked
- Evidence Pack Specification
🧪 Testing
make test # 63 tests, all passing
Tests include: intake, ICP matcher, pain extractor, model router, API endpoints, full Phase 8 pipeline, Dealix contracts (with high-stakes validation), Trust Plane (policy + approval + audit + tool verification), Governed pipeline end-to-end.
🧰 Tech stack
| Layer | Choice | Status |
|---|---|---|
| Language | Python 3.11 / 3.12 | ADOPT |
| Framework | FastAPI 0.115 + Uvicorn | ADOPT |
| Validation | Pydantic v2 + pydantic-settings | ADOPT |
| Contracts | JSON Schema + CloudEvents 1.0 | ADOPT |
| DB | PostgreSQL 16 + pgvector | ADOPT |
| LLM | Claude, Gemini, Groq, DeepSeek, GLM, OpenAI fallback | ADOPT |
| Execution | In-process → LangGraph → Temporal spike | TRIAL→ADOPT |
| Trust — Policy | In-process → OPA/Rego | TRIAL |
| Trust — AuthZ | In-process → OpenFGA | TRIAL |
| Trust — Identity | local → Keycloak | TRIAL |
| Trust — Secrets | .env + SecretStr → Vault |
TRIAL |
| Observability | structlog → OpenTelemetry | TRIAL |
| CI/CD | GitHub Actions + rulesets + OIDC | ADOPT |
Full radar: dealix/registers/technology_radar.yaml.
📊 Phase 8 — Acquisition agents
All 9 agents + pipeline. Every output lifts to a DecisionOutput via dealix.contracts.builders.
| Agent | Classification | Role |
|---|---|---|
| Intake | A0/R0/S2 | Multi-source lead capture, normalization, dedup |
| ICP Matcher | A0/R0/S1 | 5-dim weighted Fit scoring with tier A/B/C/D |
| Pain Extractor | A0/R0/S1 | Hybrid keyword + LLM pain extraction (AR+EN) |
| Qualification | A0/R0/S1 | BANT questions, status advancement |
| Booking | A1/R1/S2 | Calendly → Google Calendar → manual (requires approval) |
| CRM | A0→A1/R1/S2 | HubSpot contact upsert (A0) + deal create (A1) |
| Proposal draft | A0/R0/S2 | Claude-authored, region-aware pricing |
| Proposal send | A2/R2/S2 | Gated — requires manager + legal approval |
| Outreach | A1/R2/S2 | Bilingual cold openers — gated |
| Follow-up | A1/R2/S2 | Cadence-based — gated |
📈 Phase 9 — Growth agents
| Agent | Role |
|---|---|
| Sector Intel | 12 Saudi sectors with curated market size, growth, AI readiness |
| Content Creator | Bilingual articles, LinkedIn, case studies, newsletters |
| Distribution | Multi-channel scheduling (Riyadh timezone) |
| Enrichment | Domain + LLM-based lead enrichment |
| Competitor Monitor | Positioning, pricing hints, counter-moves |
| Market Research | Gemini-powered research with bullet findings |
🔒 Security
.env-only config viapydantic-settings;SecretStron every sensitive value- Pre-commit:
gitleaks,detect-secrets,bandit,hadolint - CI: re-runs the above +
trufflehogon every push and PR - Webhook HMAC verification (WhatsApp)
- Non-root Docker container with healthcheck
- LinkedIn integration disabled by default (ToS compliance)
- See SECURITY.md for reporting vulnerabilities
🇸🇦 Saudi compliance
Designed from inception for:
- PDPL — lawful-basis register, retention schedule, breach response, DPO assessment, cross-border transfer posture
- NCA ECC 2-2024 — Essential Cybersecurity Controls
- NCA DCC-1:2022 — Data Cybersecurity Controls
- NCA CCC 2:2024 — Cloud Cybersecurity Controls
- NIST AI RMF 1.0 + OWASP Top 10 for LLM Applications
Full register: dealix/registers/compliance_saudi.yaml.
🤝 Contributing
See CONTRIBUTING.md and Repo Operating Pack. By participating you agree to the Code of Conduct.
📜 License
MIT — see LICENSE.