mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
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07557c4be9
- Add integrations CRM and AI routing APIs; Salesforce OAuth refresh; lead CRM metadata - Marketer hub, settings CRM UI, OS views; premium landing and strategy_summary differentiators - Docs: API-MAP, product guide, competitive matrix, launch simulation, AGENT-MAP LLM routing - Sync script: strategy legal + competitive matrix to public; pytest DB isolation (.pytest_dealix.sqlite) - Tests: CRM status and AI routing smoke; check_go_live_gate UTF-8 stdout on Windows - Alembic migrations for strategic deal links and lead company/sector/city Made-with: Cursor
111 lines
3.7 KiB
Python
111 lines
3.7 KiB
Python
"""
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Graded policy evaluation: auto_execute | approval_required | blocked.
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محرك سياسات متدرج مرتبط بوضع التشغيل والقطاع والقناة والقيمة.
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"""
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.services.strategic_deals.operating_modes import ModeEnforcer, OperatingMode, MODE_POLICIES
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from app.services.dealix_os.vertical_playbooks import VERTICAL_PLAYBOOKS
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REGULATED_SECTORS = frozenset(
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{"healthcare", "pharma", "medical", "finance", "banking", "insurance", "real_estate"}
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)
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def _normalize_industry(industry: str | None) -> str:
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if not industry:
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return ""
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return industry.strip().lower().replace(" ", "_")
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async def evaluate_action(
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*,
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tenant_id,
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channel: str,
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action: str,
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deal_value_sar: float,
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industry: str | None,
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db: AsyncSession,
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) -> dict:
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mode = await ModeEnforcer.get_current_mode(str(tenant_id), db)
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policy = MODE_POLICIES.get(mode)
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if not policy:
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return {
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"level": "blocked",
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"reason_ar": "وضع تشغيل غير معرّف",
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"mode": mode.value,
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"mode_name": mode.name,
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}
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ind = _normalize_industry(industry)
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is_regulated = any(s in ind for s in REGULATED_SECTORS) or ind in REGULATED_SECTORS
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channel_ok, ch_msg = await ModeEnforcer.check_channel(mode, channel)
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if not channel_ok:
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return {
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"level": "blocked",
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"reason_ar": ch_msg,
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"mode": mode.value,
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"mode_name": mode.name,
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"channel": channel,
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"action": action,
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}
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action_ok, act_msg = await ModeEnforcer.check_action(mode, action, deal_value_sar, db)
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if not action_ok:
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return {
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"level": "approval_required",
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"reason_ar": act_msg,
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"mode": mode.value,
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"mode_name": mode.name,
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"channel": channel,
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"action": action,
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}
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# Extra gates: regulated + high-touch channels
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if is_regulated and channel == "whatsapp" and policy.auto_send:
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return {
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"level": "approval_required",
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"reason_ar": "قطاع حساس: يُفضّل موافقة بشرية قبل إرسال واتساب.",
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"mode": mode.value,
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"mode_name": mode.name,
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"channel": channel,
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"action": action,
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}
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if action in {"send_custom_message", "run_outreach_campaign"} and deal_value_sar > policy.max_auto_commitment_sar > 0:
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return {
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"level": "approval_required",
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"reason_ar": "قيمة الصفقة تتجاوز حد الالتزام التلقائي لوضع التشغيل الحالي.",
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"mode": mode.value,
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"mode_name": mode.name,
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"channel": channel,
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"action": action,
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}
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return {
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"level": "auto_execute",
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"reason_ar": "مسموح ضمن السياسات الحالية.",
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"mode": mode.value,
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"mode_name": mode.name,
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"channel": channel,
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"action": action,
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}
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def suggested_playbook_for_industry(industry: str | None) -> str | None:
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"""Pick a default vertical playbook id from coarse industry string."""
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ind = _normalize_industry(industry)
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if not ind:
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return None
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if any(x in ind for x in ("عقار", "real", "estate", "property")):
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return "real_estate"
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if any(x in ind for x in ("صح", "health", "medical", "clinic", "hospital")):
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return "healthcare"
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if any(x in ind for x in ("saas", "software", "tech", "برمج")):
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return "saas_b2b"
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if any(x in ind for x in ("consult", "legal", "محاسب", "service")):
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return "professional_services"
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return None
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