system-prompts-and-models-o.../dealix/api/routers/customer_ops.py
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

209 lines
7.8 KiB
Python

"""Customer Ops router — onboarding + connectors + support + SLA + incidents."""
from __future__ import annotations
from typing import Any
from fastapi import APIRouter, Body
from auto_client_acquisition.customer_ops import (
SUPPORT_PRIORITIES,
SUPPORTED_CONNECTORS,
build_at_risk_alert,
build_connector_setup_summary,
build_customer_success_plan,
build_first_response_template,
build_incident_response_plan,
build_onboarding_checklist,
build_sla_health_report,
build_weekly_check_in,
classify_sla_breach,
classify_ticket_priority,
record_sla_event,
route_ticket,
triage_incident,
update_connector_status,
update_onboarding_step,
)
router = APIRouter(prefix="/api/v1/customer-ops", tags=["customer-ops"])
# ── Onboarding ───────────────────────────────────────────────
@router.post("/onboarding/checklist")
async def onboarding_checklist(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_onboarding_checklist(
customer_id=payload.get("customer_id", ""),
company_name=payload.get("company_name", ""),
bundle_id=payload.get("bundle_id"),
)
@router.post("/onboarding/update-step")
async def onboarding_update_step(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return update_onboarding_step(
payload.get("checklist") or {},
step_id=payload.get("step_id", ""),
completed=bool(payload.get("completed", True)),
notes=payload.get("notes", ""),
)
@router.get("/onboarding/checklist/demo")
async def onboarding_checklist_demo() -> dict[str, Any]:
return build_onboarding_checklist(
customer_id="demo", company_name="شركة نمو للتدريب",
bundle_id="growth_starter",
)
# ── Connectors ───────────────────────────────────────────────
@router.get("/connectors/catalog")
async def connectors_catalog() -> dict[str, Any]:
return {
"total": len(SUPPORTED_CONNECTORS),
"connectors": [dict(c) for c in SUPPORTED_CONNECTORS],
}
@router.post("/connectors/summary")
async def connectors_summary(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_connector_setup_summary(
customer_id=payload.get("customer_id", ""),
statuses=payload.get("statuses"),
)
@router.post("/connectors/update")
async def connectors_update(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
statuses = payload.get("statuses") or {}
try:
return {"statuses": update_connector_status(
statuses,
connector_key=payload.get("connector_key", ""),
state=payload.get("state", "not_started"),
notes=payload.get("notes", ""),
)}
except ValueError as exc:
return {"error": str(exc)}
@router.get("/connectors/demo")
async def connectors_demo() -> dict[str, Any]:
return build_connector_setup_summary(
customer_id="demo",
statuses={
"gmail": {"state": "connected_draft_only"},
"google_calendar": {"state": "connected_draft_only"},
"moyasar": {"state": "configuring"},
"whatsapp_cloud": {"state": "not_started"},
},
)
# ── Support ──────────────────────────────────────────────────
@router.get("/support/priorities")
async def support_priorities() -> dict[str, Any]:
return {"priorities": [dict(p) for p in SUPPORT_PRIORITIES]}
@router.post("/support/classify")
async def support_classify(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return classify_ticket_priority(payload.get("text", ""))
@router.post("/support/route")
async def support_route(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return route_ticket(
text=payload.get("text", ""),
customer_id=payload.get("customer_id", ""),
contact_email=payload.get("contact_email", ""),
)
@router.get("/support/first-response/{priority}")
async def support_first_response(priority: str) -> dict[str, Any]:
return build_first_response_template(priority)
# ── SLA ──────────────────────────────────────────────────────
@router.post("/sla/event")
async def sla_event(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
try:
return record_sla_event(
ticket_id=payload.get("ticket_id", ""),
priority=payload.get("priority", "P3"),
event=payload.get("event", "opened"),
)
except ValueError as exc:
return {"error": str(exc)}
@router.post("/sla/classify-breach")
async def sla_classify_breach(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return classify_sla_breach(
priority=payload.get("priority", "P3"),
minutes_to_first_response=payload.get("minutes_to_first_response"),
hours_to_resolve=payload.get("hours_to_resolve"),
)
@router.post("/sla/health-report")
async def sla_health_report(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_sla_health_report(tickets=payload.get("tickets") or [])
@router.get("/sla/health-report/demo")
async def sla_health_report_demo() -> dict[str, Any]:
return build_sla_health_report(tickets=[
{"priority": "P0", "first_response_min": 12, "resolution_hours": 2.5},
{"priority": "P1", "first_response_min": 90, "resolution_hours": 18},
{"priority": "P2", "first_response_min": 600, "resolution_hours": 70},
{"priority": "P3", "first_response_min": 1200, "resolution_hours": 100},
])
# ── Incidents ────────────────────────────────────────────────
@router.post("/incidents/triage")
async def incidents_triage(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return triage_incident(
title=payload.get("title", ""),
description=payload.get("description", ""),
affected_customers=int(payload.get("affected_customers", 1)),
has_data_leak=bool(payload.get("has_data_leak", False)),
has_unauthorized_send=bool(payload.get("has_unauthorized_send", False)),
)
@router.get("/incidents/response-plan/{severity}")
async def incidents_response_plan(severity: str) -> dict[str, Any]:
return build_incident_response_plan(severity=severity)
# ── Customer Success ─────────────────────────────────────────
@router.post("/cs/weekly-check-in")
async def cs_weekly_check_in(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_weekly_check_in(
customer_id=payload.get("customer_id", ""),
company_name=payload.get("company_name", ""),
metrics=payload.get("metrics"),
)
@router.post("/cs/at-risk-alert")
async def cs_at_risk_alert(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_at_risk_alert(
customer_id=payload.get("customer_id", ""),
days_inactive=int(payload.get("days_inactive", 0)),
drafts_pending=int(payload.get("drafts_pending", 0)),
last_proof_pack_days_ago=int(payload.get("last_proof_pack_days_ago", 0)),
)
@router.post("/cs/success-plan")
async def cs_success_plan(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_customer_success_plan(
customer_id=payload.get("customer_id", ""),
bundle_id=payload.get("bundle_id", "growth_starter"),
)