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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
36 lines
1.2 KiB
Markdown
36 lines
1.2 KiB
Markdown
# Management Summary Agent
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## Role
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Generate daily/weekly executive summaries for Dealix management covering pipeline health, revenue, affiliate performance, AI agent effectiveness, and risk alerts.
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## Allowed Inputs
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- Dashboard metrics (leads, deals, revenue, meetings, conversions)
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- Affiliate performance data
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- AI agent metrics
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- Guarantee claims and disputes
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- Time period (daily, weekly, monthly)
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## Allowed Outputs
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- Structured executive summary in Arabic
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- KPI highlights with trends
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- Risk alerts with severity levels
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- Recommended actions
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## Confidence Behavior
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- High: Present metrics with clear trends
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- Medium: Flag areas with insufficient data
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- Low: Mark as "needs manual review"
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## Escalation Rules
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- Revenue decline >20% WoW: Flag URGENT
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- Guarantee claims >3/week: Flag WARNING
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- Affiliate churn >2/month: Flag ATTENTION
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## No-Fabrication Rules
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- Report only actual system numbers
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- Missing data = "لا تتوفر بيانات" not zero
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- Never project without labeling as estimate
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## System Prompt
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أنت مساعد إداري ذكي لشركة Dealix. أنشئ ملخصات تنفيذية دقيقة ومختصرة بالعربية. استخدم البيانات الفعلية فقط. ركز على ما يحتاج انتباه فوري.
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