system-prompts-and-models-o.../dealix/auto_client_acquisition/service_excellence/research_lab.py
Dealix Builder e106a9a0d2 feat(targeting+service+excellence): Saudi Targeting OS + Service Tower + Service Excellence — 38 modules + 62 endpoints + 105 tests
Targeting & Acquisition OS (16 modules) — نظام الاستهداف الذكي
- account_finder: account-first targeting; 12 buying signals; deterministic 10-25 accounts per (sector, city)
- buyer_role_mapper: 14 buyer roles + sector-specific buying-committee maps + role-based Arabic angles
- contact_source_policy: 12 sources (crm_customer→opt_out) with risk_score, channels-allowed, retention guidance, lawful_basis
- contactability_matrix: 5 action modes (suggest_only/draft_only/approval_required/approved_execute/blocked); opt-out always blocked
- linkedin_strategy: Lead Forms + Ads + manual ONLY; linkedin_do_not_do() locks scrape/auto-DM/auto-connect/extensions
- email_strategy: drafts + unsubscribe footer + domain-pacing (fresh/warmed/trusted/damaged) + spam-trigger risk
- whatsapp_strategy: opt-in only; rejects cold + risky phrases; opt-in template requires explicit purpose+company+unsubscribe
- social_strategy: official APIs only; listening + drafts; no auto-publish
- outreach_scheduler: day-by-day plans + daily limits + opt-out enforcement
- reputation_guard: bounce/complaint/opt-out thresholds → healthy/watch/pause + recovery actions per channel
- daily_autopilot: Arabic brief + 7 today actions + EOD report
- acquisition_scorecard: pipeline + meetings + risks + productivity_score
- self_growth_mode: 5 ICP focuses for Dealix; daily brief + monthly targets
- free_diagnostic: Free Growth Diagnostic (3 ops + msg + risk + plan) → paid pilot recommendation
- contract_drafts: Pilot/DPA/Referral/Agency/SOW outlines (legal_review_required, PDPL-aware)
- service_offers: 7 targeting-tier offers + recommend by customer-type

Service Tower (8 modules) — برج الخدمات الذاتية (12 productized services)
- service_catalog: 12 services with target_customer/outcome/inputs/workflow/deliverables/pricing/risk/proof/upgrade
- service_wizard: deterministic recommend (agency→partner; list→list_intelligence; founder→self_growth; CEO→exec_brief; budget≥2999→growth_os; default→first_10)
- mission_templates: workflow steps with approval gates + linked growth missions
- pricing_engine: SAR quotes scaled by company_size×urgency×channels_count + setup_fee + monthly_offer
- deliverables: client report outline + proof pack template + operator checklist (no live actions)
- service_scorecard: 0..100 score from drafts/replies/meetings/pipeline/CSAT
- whatsapp_ceo_control: daily brief, approval cards (≤3 buttons), risk alerts, EOD reports
- upgrade_paths: deterministic next-service recommendation + Arabic upsell messages

Service Excellence OS (8 modules) — مصنع الخدمات الممتازة
- feature_matrix: 12 must-have features per service + advanced/premium/future tiers
- service_scoring: 10-dimension excellence score (clarity, speed_to_value, automation, compliance, proof, upsell, uniqueness, scalability, ops_daily, proof_data) → launch_ready/beta_only/needs_work
- quality_review: 4 gates (proof / approval / pricing / channels) + status verdict; review_service_before_launch and review/all
- competitor_gap: 7 competitor categories (CRM, WhatsApp tools, email assistants, LinkedIn tools, agencies, revenue intelligence, generic AI) + Dealix advantages + do-not-copy
- proof_metrics: required metrics + ROI estimate (pipeline_x + closed_won_x) + Arabic summary
- research_lab: monthly brief + feature hypotheses + top-3 experiments + monthly review
- service_improvement_backlog: feedback→backlog conversion + impact/effort prioritization + weekly improvements
- launch_package: landing outline + sales script + 12-min demo script + 5-day onboarding checklist

Routers (3 new) — 62 endpoints
- /api/v1/targeting/* — 20 endpoints (accounts, buying-committee, contacts, uploaded-list, outreach, daily-autopilot, self-growth, reputation, linkedin, drafts, free-diagnostic, services, contracts)
- /api/v1/services/* — 20 endpoints (catalog, recommend, intake, start, workflow, deliverables, proof-pack, quote, setup-fee, monthly-offer, scorecard, upgrade-path, ceo daily-brief/approval-card/risk-alert/EOD)
- /api/v1/service-excellence/* — 22 endpoints (feature-matrix, score, quality-review, review/all, proof-metrics, roi-estimate, gap-analysis, research-brief, hypotheses, experiments, monthly-review, backlog, weekly-improvements, launch-package, landing/sales/demo/onboarding)

Tests (3 new files, 105 tests)
- test_targeting_os: 47 tests (Arabic accounts, buying committees, opt-out blocked, cold WA blocked, LinkedIn no-scraping, email unsubscribe, WA risk, outreach plan, reputation guard, self-growth, contracts, scorecard)
- test_service_tower: 38 tests (12+ services, all have pricing/proof/deliverables/approval, wizard recommendations, workflow includes approval, quote scales, CEO cards ≤3 buttons, no live send)
- test_service_excellence: 33 tests (feature matrix, score returns status, ALL services pass quality gates, ROI x-multiples, 7 competitor categories, hypotheses+experiments, backlog conversion, launch package complete, demo=12min)

Docs (3 new + 1 updated)
- TARGETING_ACQUISITION_OS.md (Arabic)
- SERVICE_TOWER_STRATEGY.md (Arabic)
- SERVICE_EXCELLENCE_OS.md (Arabic)
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §36 Targeting OS + §37 Service Tower + §38 Service Excellence + §39 Landing Pages

Landing pages (4 new, RTL Arabic)
- services.html — 3 doors + 12 productized services
- free-diagnostic.html — free growth diagnostic
- first-10-opportunities.html — kill feature
- agency-partner.html — agency partner program

Test results
- 105/105 new tests pass
- Full suite: 768 passed, 2 skipped
- 0 existing tests broken

Safety + integration with previous layers
- Targeting OS uses contactability_matrix → ALL contacts gated before any send
- Service Tower's workflow includes approval gate; ALL services live_send_allowed=False
- Service Excellence quality_review BLOCKS launch on missing proof/approval/pricing/unsafe channels
- linkedin_do_not_do() encodes 8 explicit prohibitions (scraping/auto-DM/auto-connect/extensions)
- whatsapp_do_not_do() blocks cold sends + group scraping
- Contracts always: legal_review_required=True, not_legal_advice=True, PDPL sections present
- Self-Growth Mode lets Dealix target its OWN ICP using the same approval-first pipeline

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:11:00 +03:00

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"""Service Research Lab — تحسين شهري لكل خدمة (deterministic)."""
from __future__ import annotations
from typing import Any
from auto_client_acquisition.service_tower import get_service
from .competitor_gap import compare_against_categories
from .service_scoring import calculate_service_excellence_score
def build_service_research_brief(service_id: str) -> dict[str, Any]:
"""Research brief: questions to answer about a service this month."""
s = get_service(service_id)
if s is None:
return {"error": f"unknown service: {service_id}"}
return {
"service_id": service_id,
"service_name_ar": s.name_ar,
"questions_to_answer_ar": [
"من أكثر فئة عميل اشترت هذه الخدمة آخر 30 يوم؟",
"ما متوسط الـ time-to-value الفعلي؟",
"ما أعلى اعتراض ظهر في الـonboarding؟",
"ما أكثر deliverable يطلبه العميل بالاسم؟",
"ما أضعف proof_metric لم يُحقَّق هذا الشهر؟",
"ما أكثر سعر يقبله العميل بدون تردد؟",
],
"data_sources_ar": [
"Action Ledger.",
"Proof Ledger.",
"Approval Center.",
"Decision Memory.",
"Customer feedback.",
],
"approval_required": True,
}
def generate_feature_hypotheses(service_id: str) -> list[dict[str, Any]]:
"""Generate hypotheses for feature additions/improvements."""
s = get_service(service_id)
if s is None:
return []
base = [
{
"hypothesis_ar": "إضافة exit survey بعد كل deliverable يرفع NPS بـ20%.",
"effort": "low", "impact": "medium",
},
{
"hypothesis_ar": "اقتراح 3 رسائل بدل 1 في الـapproval card يرفع approval rate 30%.",
"effort": "medium", "impact": "high",
},
{
"hypothesis_ar": "إضافة Saudi-tone-score مرئية في الواجهة يقلل الرسائل المرفوضة 40%.",
"effort": "medium", "impact": "high",
},
{
"hypothesis_ar": "ربط Proof Pack بـ Moyasar invoice draft يرفع conversion 25%.",
"effort": "medium", "impact": "high",
},
]
if s.pricing_model == "monthly":
base.append({
"hypothesis_ar": "تقرير شهري بصيغة فيديو 60 ثانية يرفع retention 15%.",
"effort": "high", "impact": "medium",
})
return base
def recommend_next_experiments(service_id: str) -> dict[str, Any]:
"""Recommend the next 3 experiments to run on a service."""
hypotheses = generate_feature_hypotheses(service_id)
# Pick top-3 by impact desc, effort asc.
impact_rank = {"high": 0, "medium": 1, "low": 2}
effort_rank = {"low": 0, "medium": 1, "high": 2}
sorted_h = sorted(
hypotheses,
key=lambda h: (impact_rank.get(str(h.get("impact")), 9),
effort_rank.get(str(h.get("effort")), 9)),
)
return {
"service_id": service_id,
"experiments": sorted_h[:3],
"approval_required": True,
}
def build_monthly_service_review(service_id: str) -> dict[str, Any]:
"""Build a structured monthly review of a service's performance."""
s = get_service(service_id)
if s is None:
return {"error": f"unknown service: {service_id}"}
score = calculate_service_excellence_score(service_id)
gaps = compare_against_categories(service_id)
experiments = recommend_next_experiments(service_id)
return {
"service_id": service_id,
"service_name_ar": s.name_ar,
"current_excellence_score": score,
"competitor_gap_summary": {
"advantages": gaps.get("dealix_advantages_ar", []),
"gaps_to_close": gaps.get("gaps_to_close_ar", []),
},
"next_experiments": experiments.get("experiments", []),
"research_brief": build_service_research_brief(service_id),
"approval_required": True,
}