mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
synced 2026-06-17 23:09:35 +00:00
3dd633fe5f
Dealix Deal Exchange OS core (3,271 lines): - company_twin.py (792 lines): Capabilities graph, needs graph, authority matrix, red lines, approved claims, identity modes (transparent_ai/delegated/shadow) - deal_taxonomy.py (573 lines): 15 deal types (barter, referral, co-sell, co-market, subcontract, white-label, reseller, alliance, channel, JV, acquisition, investment, vendor replacement, capability gap, tender consortium) with Arabic templates - deal_room.py (674 lines): Central deal workspace with hypothesis, mutual value, BATNA, concession tracking, approval center, audit log, stage management - operating_modes.py (429 lines): 5 modes (manual→draft→assisted→negotiation→strategic) with per-mode policies, channel permissions, commitment limits, escalation triggers - channel_compliance.py (803 lines): Email (SPF/DKIM/unsubscribe), WhatsApp (opt-in/24h/templates), LinkedIn (assist-mode ONLY), consent ledger (immutable), channel health monitoring - Updated __init__.py with all new exports https://claude.ai/code/session_01LsnvBa7HwF5hs99VZbgLGj
430 lines
16 KiB
Python
430 lines
16 KiB
Python
"""
|
||
Operating Modes — Five levels of AI autonomy for deal management.
|
||
أوضاع التشغيل: خمسة مستويات لصلاحيات الذكاء الاصطناعي في إدارة الصفقات
|
||
"""
|
||
|
||
import enum
|
||
import logging
|
||
from typing import Optional
|
||
|
||
from pydantic import BaseModel, Field
|
||
from sqlalchemy import select
|
||
from sqlalchemy.ext.asyncio import AsyncSession
|
||
|
||
from app.models.strategic_deal import CompanyProfile
|
||
|
||
logger = logging.getLogger("dealix.strategic_deals.operating_modes")
|
||
|
||
|
||
# ── Operating Modes ─────────────────────────────────────────────────────────
|
||
|
||
|
||
class OperatingMode(int, enum.Enum):
|
||
"""
|
||
Five escalating levels of AI autonomy.
|
||
خمسة مستويات تصاعدية لاستقلالية الذكاء الاصطناعي
|
||
"""
|
||
MANUAL = 0 # AI analyzes, human does everything / الذكاء الاصطناعي يحلل والإنسان ينفذ
|
||
DRAFT = 1 # AI writes drafts, human sends / الذكاء الاصطناعي يكتب والإنسان يرسل
|
||
ASSISTED = 2 # AI sends approved templates via email / الذكاء الاصطناعي يرسل قوالب معتمدة بالإيميل
|
||
NEGOTIATION = 3 # AI negotiates within defined gates / الذكاء الاصطناعي يفاوض ضمن حدود محددة
|
||
STRATEGIC = 4 # Full workflow with mandatory escalation for commitments / سير عمل كامل مع تصعيد إلزامي للالتزامات
|
||
|
||
|
||
MODE_LABELS_AR = {
|
||
OperatingMode.MANUAL: "يدوي",
|
||
OperatingMode.DRAFT: "مسودات",
|
||
OperatingMode.ASSISTED: "مساعد",
|
||
OperatingMode.NEGOTIATION: "تفاوض",
|
||
OperatingMode.STRATEGIC: "استراتيجي",
|
||
}
|
||
|
||
MODE_DESCRIPTIONS_AR = {
|
||
OperatingMode.MANUAL: "الذكاء الاصطناعي يحلل ويقترح فقط — أنت تنفذ كل شيء",
|
||
OperatingMode.DRAFT: "الذكاء الاصطناعي يكتب المسودات — أنت تراجع وترسل",
|
||
OperatingMode.ASSISTED: "الذكاء الاصطناعي يرسل القوالب المعتمدة عبر البريد الإلكتروني تلقائياً",
|
||
OperatingMode.NEGOTIATION: "الذكاء الاصطناعي يتفاوض ضمن الحدود المحددة — يصعّد عند الحاجة",
|
||
OperatingMode.STRATEGIC: "سير عمل كامل مع تصعيد إلزامي لأي التزام مالي أو قانوني",
|
||
}
|
||
|
||
|
||
# ── Mode Policy ─────────────────────────────────────────────────────────────
|
||
|
||
|
||
class ModePolicy(BaseModel):
|
||
"""Policy governing what an AI agent can do in a given operating mode."""
|
||
mode: int # OperatingMode value
|
||
allowed_channels: list[str] = Field(default_factory=list)
|
||
allowed_actions: list[str] = Field(default_factory=list)
|
||
auto_send: bool = False
|
||
auto_negotiate: bool = False
|
||
escalation_triggers: list[str] = Field(default_factory=list)
|
||
max_auto_commitment_sar: float = 0.0
|
||
|
||
# Labels
|
||
label_ar: str = ""
|
||
description_ar: str = ""
|
||
|
||
|
||
# ── Predefined Policies ────────────────────────────────────────────────────
|
||
|
||
|
||
MODE_POLICIES: dict[OperatingMode, ModePolicy] = {
|
||
OperatingMode.MANUAL: ModePolicy(
|
||
mode=OperatingMode.MANUAL.value,
|
||
allowed_channels=[],
|
||
allowed_actions=[
|
||
"analyze",
|
||
"suggest",
|
||
"draft",
|
||
"score_match",
|
||
"generate_report",
|
||
],
|
||
auto_send=False,
|
||
auto_negotiate=False,
|
||
escalation_triggers=["all"],
|
||
max_auto_commitment_sar=0,
|
||
label_ar="يدوي",
|
||
description_ar="الذكاء الاصطناعي يحلل ويقترح فقط — أنت تنفذ كل شيء",
|
||
),
|
||
OperatingMode.DRAFT: ModePolicy(
|
||
mode=OperatingMode.DRAFT.value,
|
||
allowed_channels=[],
|
||
allowed_actions=[
|
||
"analyze",
|
||
"suggest",
|
||
"draft",
|
||
"score_match",
|
||
"generate_report",
|
||
"craft_introduction",
|
||
"draft_proposal",
|
||
"draft_counter_offer",
|
||
],
|
||
auto_send=False,
|
||
auto_negotiate=False,
|
||
escalation_triggers=["all"],
|
||
max_auto_commitment_sar=0,
|
||
label_ar="مسودات",
|
||
description_ar="الذكاء الاصطناعي يكتب المسودات — أنت تراجع وترسل",
|
||
),
|
||
OperatingMode.ASSISTED: ModePolicy(
|
||
mode=OperatingMode.ASSISTED.value,
|
||
allowed_channels=["email"],
|
||
allowed_actions=[
|
||
"analyze",
|
||
"suggest",
|
||
"draft",
|
||
"score_match",
|
||
"generate_report",
|
||
"craft_introduction",
|
||
"draft_proposal",
|
||
"send_template",
|
||
"send_follow_up",
|
||
"schedule_reminder",
|
||
],
|
||
auto_send=True,
|
||
auto_negotiate=False,
|
||
escalation_triggers=[
|
||
"reply_received",
|
||
"objection",
|
||
"pricing_question",
|
||
"meeting_request",
|
||
"negative_sentiment",
|
||
],
|
||
max_auto_commitment_sar=0,
|
||
label_ar="مساعد",
|
||
description_ar="الذكاء الاصطناعي يرسل القوالب المعتمدة عبر البريد الإلكتروني تلقائياً",
|
||
),
|
||
OperatingMode.NEGOTIATION: ModePolicy(
|
||
mode=OperatingMode.NEGOTIATION.value,
|
||
allowed_channels=["email", "whatsapp"],
|
||
allowed_actions=[
|
||
"analyze",
|
||
"suggest",
|
||
"draft",
|
||
"score_match",
|
||
"generate_report",
|
||
"craft_introduction",
|
||
"draft_proposal",
|
||
"send_template",
|
||
"send_follow_up",
|
||
"schedule_reminder",
|
||
"send_custom_message",
|
||
"handle_response",
|
||
"counter_offer",
|
||
"negotiate_terms",
|
||
"record_concession",
|
||
],
|
||
auto_send=True,
|
||
auto_negotiate=True,
|
||
escalation_triggers=[
|
||
"pricing_change",
|
||
"exclusivity",
|
||
"equity",
|
||
"legal_terms",
|
||
"value_above_threshold",
|
||
"human_requested",
|
||
"stall_detected",
|
||
],
|
||
max_auto_commitment_sar=50_000,
|
||
label_ar="تفاوض",
|
||
description_ar="الذكاء الاصطناعي يتفاوض ضمن الحدود المحددة — يصعّد عند الحاجة",
|
||
),
|
||
OperatingMode.STRATEGIC: ModePolicy(
|
||
mode=OperatingMode.STRATEGIC.value,
|
||
allowed_channels=["email", "whatsapp"],
|
||
allowed_actions=[
|
||
"analyze",
|
||
"suggest",
|
||
"draft",
|
||
"score_match",
|
||
"generate_report",
|
||
"craft_introduction",
|
||
"draft_proposal",
|
||
"send_template",
|
||
"send_follow_up",
|
||
"schedule_reminder",
|
||
"send_custom_message",
|
||
"handle_response",
|
||
"counter_offer",
|
||
"negotiate_terms",
|
||
"record_concession",
|
||
"request_approval",
|
||
"generate_term_sheet",
|
||
"run_discovery_scan",
|
||
"run_outreach_campaign",
|
||
],
|
||
auto_send=True,
|
||
auto_negotiate=True,
|
||
escalation_triggers=[
|
||
"commitment",
|
||
"exclusivity",
|
||
"equity",
|
||
"legal",
|
||
"data_sharing",
|
||
"ip_licensing",
|
||
"territory_change",
|
||
"value_above_threshold",
|
||
"human_requested",
|
||
],
|
||
max_auto_commitment_sar=100_000,
|
||
label_ar="استراتيجي",
|
||
description_ar="سير عمل كامل مع تصعيد إلزامي لأي التزام مالي أو قانوني",
|
||
),
|
||
}
|
||
|
||
|
||
# ── Mode Enforcer ───────────────────────────────────────────────────────────
|
||
|
||
|
||
class ModeEnforcer:
|
||
"""
|
||
Enforces operating mode policies before any AI action is executed.
|
||
يفرض سياسات وضع التشغيل قبل تنفيذ أي إجراء للذكاء الاصطناعي
|
||
"""
|
||
|
||
@staticmethod
|
||
async def check_action(
|
||
mode: OperatingMode,
|
||
action: str,
|
||
deal_value: float,
|
||
db: AsyncSession,
|
||
) -> tuple[bool, str]:
|
||
"""
|
||
Check whether an action is allowed under the current operating mode.
|
||
Returns (allowed, reason_ar).
|
||
|
||
التحقق مما إذا كان الإجراء مسموحاً في وضع التشغيل الحالي
|
||
يرجع (مسموح، السبب_بالعربي)
|
||
"""
|
||
policy = MODE_POLICIES.get(mode)
|
||
if not policy:
|
||
return False, f"وضع التشغيل غير معروف: {mode}"
|
||
|
||
# Check if action is in allowed list
|
||
if action not in policy.allowed_actions:
|
||
mode_label = MODE_LABELS_AR.get(mode, str(mode))
|
||
return False, (
|
||
f"الإجراء '{action}' غير مسموح في وضع '{mode_label}'. "
|
||
f"الإجراءات المتاحة: {', '.join(policy.allowed_actions)}"
|
||
)
|
||
|
||
# Check if deal value exceeds auto-commitment threshold
|
||
if deal_value > 0 and deal_value > policy.max_auto_commitment_sar:
|
||
return False, (
|
||
f"قيمة الصفقة ({deal_value:,.0f} ريال) تتجاوز الحد الأقصى للالتزام التلقائي "
|
||
f"({policy.max_auto_commitment_sar:,.0f} ريال). يلزم تصعيد للإنسان."
|
||
)
|
||
|
||
# Check escalation triggers
|
||
escalation_actions = {
|
||
"counter_offer": ["pricing_change"],
|
||
"negotiate_terms": ["pricing_change", "legal_terms"],
|
||
"send_custom_message": [],
|
||
"handle_response": ["reply_received"],
|
||
"generate_term_sheet": ["legal_terms", "commitment"],
|
||
"run_outreach_campaign": [],
|
||
}
|
||
|
||
action_triggers = escalation_actions.get(action, [])
|
||
for trigger in action_triggers:
|
||
if trigger in policy.escalation_triggers:
|
||
if not policy.auto_negotiate:
|
||
mode_label = MODE_LABELS_AR.get(mode, str(mode))
|
||
return False, (
|
||
f"الإجراء '{action}' يستلزم تصعيداً بسبب: {trigger}. "
|
||
f"وضع '{mode_label}' لا يسمح بالتفاوض التلقائي."
|
||
)
|
||
|
||
logger.info(
|
||
"Action '%s' allowed in mode %s (deal_value=%.0f SAR)",
|
||
action, mode.name, deal_value,
|
||
)
|
||
return True, "مسموح"
|
||
|
||
@staticmethod
|
||
async def check_channel(
|
||
mode: OperatingMode,
|
||
channel: str,
|
||
) -> tuple[bool, str]:
|
||
"""
|
||
Check whether a communication channel is allowed under the current mode.
|
||
التحقق مما إذا كانت قناة الاتصال مسموحة في الوضع الحالي
|
||
"""
|
||
policy = MODE_POLICIES.get(mode)
|
||
if not policy:
|
||
return False, f"وضع التشغيل غير معروف: {mode}"
|
||
|
||
if not policy.allowed_channels:
|
||
mode_label = MODE_LABELS_AR.get(mode, str(mode))
|
||
return False, f"وضع '{mode_label}' لا يسمح بأي قناة اتصال. الإرسال يتم يدوياً."
|
||
|
||
if channel not in policy.allowed_channels:
|
||
mode_label = MODE_LABELS_AR.get(mode, str(mode))
|
||
return False, (
|
||
f"القناة '{channel}' غير مسموحة في وضع '{mode_label}'. "
|
||
f"القنوات المتاحة: {', '.join(policy.allowed_channels)}"
|
||
)
|
||
|
||
return True, "مسموح"
|
||
|
||
@staticmethod
|
||
async def get_current_mode(
|
||
tenant_id: str,
|
||
db: AsyncSession,
|
||
) -> OperatingMode:
|
||
"""
|
||
Get the current operating mode for a tenant.
|
||
الحصول على وضع التشغيل الحالي للمستأجر
|
||
"""
|
||
# Mode is stored in the tenant's first company profile deal_preferences
|
||
result = await db.execute(
|
||
select(CompanyProfile).where(
|
||
CompanyProfile.tenant_id == tenant_id
|
||
).limit(1)
|
||
)
|
||
profile = result.scalar_one_or_none()
|
||
if not profile:
|
||
logger.info("No profile found for tenant %s, defaulting to MANUAL", tenant_id)
|
||
return OperatingMode.MANUAL
|
||
|
||
prefs = profile.deal_preferences or {}
|
||
mode_value = prefs.get("_operating_mode", OperatingMode.MANUAL.value)
|
||
|
||
try:
|
||
return OperatingMode(mode_value)
|
||
except ValueError:
|
||
logger.warning("Invalid operating mode %s for tenant %s, defaulting to MANUAL", mode_value, tenant_id)
|
||
return OperatingMode.MANUAL
|
||
|
||
@staticmethod
|
||
async def set_mode(
|
||
tenant_id: str,
|
||
mode: OperatingMode,
|
||
db: AsyncSession,
|
||
):
|
||
"""
|
||
Set the operating mode for a tenant.
|
||
تعيين وضع التشغيل للمستأجر
|
||
"""
|
||
result = await db.execute(
|
||
select(CompanyProfile).where(
|
||
CompanyProfile.tenant_id == tenant_id
|
||
).limit(1)
|
||
)
|
||
profile = result.scalar_one_or_none()
|
||
if not profile:
|
||
raise ValueError(f"لا يوجد ملف شركة للمستأجر: {tenant_id}")
|
||
|
||
prefs = dict(profile.deal_preferences or {})
|
||
old_mode = prefs.get("_operating_mode", OperatingMode.MANUAL.value)
|
||
prefs["_operating_mode"] = mode.value
|
||
profile.deal_preferences = prefs
|
||
await db.flush()
|
||
|
||
old_label = MODE_LABELS_AR.get(OperatingMode(old_mode), str(old_mode))
|
||
new_label = MODE_LABELS_AR.get(mode, str(mode))
|
||
logger.info(
|
||
"Operating mode for tenant %s changed: %s -> %s",
|
||
tenant_id, old_label, new_label,
|
||
)
|
||
|
||
@staticmethod
|
||
def get_mode_policy(mode: OperatingMode) -> ModePolicy:
|
||
"""
|
||
Get the policy for a specific operating mode.
|
||
الحصول على سياسة وضع تشغيل محدد
|
||
"""
|
||
policy = MODE_POLICIES.get(mode)
|
||
if not policy:
|
||
raise ValueError(f"وضع التشغيل غير معروف: {mode}")
|
||
return policy
|
||
|
||
@staticmethod
|
||
def get_all_modes() -> list[dict]:
|
||
"""
|
||
List all operating modes with their labels and descriptions.
|
||
عرض جميع أوضاع التشغيل مع التسميات والأوصاف
|
||
"""
|
||
return [
|
||
{
|
||
"mode": mode.value,
|
||
"name": mode.name,
|
||
"label_ar": MODE_LABELS_AR[mode],
|
||
"description_ar": MODE_DESCRIPTIONS_AR[mode],
|
||
"auto_send": MODE_POLICIES[mode].auto_send,
|
||
"auto_negotiate": MODE_POLICIES[mode].auto_negotiate,
|
||
"max_auto_commitment_sar": MODE_POLICIES[mode].max_auto_commitment_sar,
|
||
"allowed_channels": MODE_POLICIES[mode].allowed_channels,
|
||
}
|
||
for mode in OperatingMode
|
||
]
|
||
|
||
@staticmethod
|
||
async def should_escalate(
|
||
mode: OperatingMode,
|
||
trigger: str,
|
||
deal_value: float,
|
||
) -> tuple[bool, str]:
|
||
"""
|
||
Determine if a specific trigger requires human escalation.
|
||
تحديد ما إذا كان المحفز يستلزم تصعيداً للإنسان
|
||
"""
|
||
policy = MODE_POLICIES.get(mode)
|
||
if not policy:
|
||
return True, "وضع التشغيل غير معروف — يجب التصعيد"
|
||
|
||
# "all" trigger means everything escalates
|
||
if "all" in policy.escalation_triggers:
|
||
return True, f"وضع '{MODE_LABELS_AR.get(mode, '')}' يتطلب تصعيد كل الإجراءات"
|
||
|
||
if trigger in policy.escalation_triggers:
|
||
return True, f"المحفز '{trigger}' يتطلب تصعيداً في وضع '{MODE_LABELS_AR.get(mode, '')}'"
|
||
|
||
if deal_value > policy.max_auto_commitment_sar > 0:
|
||
return True, (
|
||
f"قيمة الصفقة ({deal_value:,.0f} ريال) تتجاوز الحد ({policy.max_auto_commitment_sar:,.0f} ريال)"
|
||
)
|
||
|
||
return False, "لا يلزم تصعيد"
|