system-prompts-and-models-o.../salesflow-saas/docs/ARCHITECTURE.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

4.8 KiB

Architecture Overview

System Diagram

                          +------------------+
                          |   Client / App   |
                          | (Browser/Mobile) |
                          +--------+---------+
                                   |
                              HTTPS (443)
                                   |
                          +--------+---------+
                          |      Nginx       |
                          | (Reverse Proxy)  |
                          +---+---------+----+
                              |         |
                     /api/*   |         |  /*
                              |         |
                +-------------+    +----+-----------+
                |   FastAPI   |    |    Next.js     |
                |   Backend   |    |    Frontend    |
                |  :8000      |    |   :3000        |
                +--+-----+----+    +----------------+
                   |     |
          +--------+     +--------+
          |                       |
  +-------+--------+    +--------+-------+
  |  PostgreSQL 15  |    |    Redis 7     |
  |  (Primary DB)   |    | (Cache/Broker) |
  +----------------+    +-------+--------+
                                |
                        +-------+--------+
                        |  Celery Workers |
                        |  + Celery Beat  |
                        +----------------+

Multi-Tenant Model

Request --> Auth Middleware --> Extract tenant_id from JWT
                |
                v
        Query scoping: WHERE tenant_id = :tid
                |
                v
        All reads/writes isolated per tenant
  • Every database table with tenant-scoped data includes a tenant_id foreign key.
  • Middleware extracts tenant_id from the authenticated JWT on every request.
  • Database queries are automatically scoped. Cross-tenant access is blocked at the ORM layer.
  • Superadmin role can query across tenants for platform-level reporting.

AI Agent Layer

Incoming Event (lead, message, call, meeting request)
        |
        v
+------------------+
|  Agent Router    |  --> selects agent(s) based on event type
+------------------+
        |
        v
+------------------+     +------------------+
|  Agent Executor  | --> |  LLM Provider    |
|  (Celery Task)   |     |  (OpenAI / etc)  |
+------------------+     +------------------+
        |
        v
+------------------+
|  Action Handler  |  --> update DB, send message, book meeting, escalate
+------------------+
  • 18 specialized agents (see docs/AGENT-MAP.md)
  • Each agent has a defined role, input schema, output schema, and escalation rules
  • Agents execute as Celery tasks for async processing
  • Outputs are logged to ai_conversations for audit

Integration Layer

+------------------+     +------------------+     +------------------+
|  WhatsApp        |     |  Email           |     |  SMS             |
|  Business API    |     |  (SMTP/Provider) |     |  (Gateway)       |
+--------+---------+     +--------+---------+     +--------+---------+
         |                        |                        |
         +------------------------+------------------------+
                                  |
                          +-------+--------+
                          |  Message Bus   |
                          |  (Redis Queue) |
                          +-------+--------+
                                  |
                          +-------+--------+
                          |  Celery Worker |
                          +----------------+
  • WhatsApp Business API for Arabic-first automated conversations
  • Email for proposals, notifications, and follow-ups
  • SMS for OTP and urgent alerts
  • All outbound messages queued through Redis for rate limiting and retry

Major Modules

Module Location Purpose
Auth & Tenancy backend/auth/ JWT, RBAC, tenant isolation
Lead Management backend/leads/ Capture, scoring, qualification, assignment
Deal Pipeline backend/deals/ Stage tracking, revenue forecasting
Affiliate System affiliate-system/ Recruitment, onboarding, performance, commissions
AI Agents ai-agents/ 18 specialized agents with prompt definitions
Knowledge Base knowledge-base/ RAG articles, sector data, FAQ
Guarantee guarantee/ Gold guarantee claims, disputes, refunds
Presentations presentations/ Proposal and pitch deck generation
Meetings backend/meetings/ AI-driven booking, calendar sync
Commissions backend/commissions/ Calculation, payouts, dispute resolution
Notifications backend/notifications/ Multi-channel delivery (WhatsApp, email, SMS, in-app)
Dashboard frontend/ Analytics, pipeline views, admin panels