system-prompts-and-models-o.../dealix/api/routers/targeting_os.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

241 lines
8.9 KiB
Python

"""Targeting & Acquisition OS router."""
from __future__ import annotations
from typing import Any
from fastapi import APIRouter, Body
from auto_client_acquisition.targeting_os import (
analyze_uploaded_list_preview,
build_dealix_self_growth_plan,
build_daily_targeting_brief,
build_end_of_day_report,
build_followup_sequence,
build_free_growth_diagnostic,
build_lead_gen_form_plan,
build_outreach_plan,
build_self_growth_daily_brief,
build_weekly_learning_report,
calculate_channel_reputation,
draft_b2b_email,
draft_role_based_angle,
draft_whatsapp_message,
enforce_daily_limits,
evaluate_contactability,
explain_contactability_ar,
list_targeting_services,
map_buying_committee,
recommend_accounts,
recommend_dealix_targets,
recommend_linkedin_strategy,
recommend_recovery_action,
recommend_service_offer,
recommend_today_actions,
score_email_risk,
score_whatsapp_risk,
summarize_plan_ar,
summarize_reputation_ar,
)
from auto_client_acquisition.targeting_os.contract_drafts import (
draft_agency_partner_outline,
draft_dpa_outline,
draft_pilot_agreement_outline,
draft_referral_agreement_outline,
)
router = APIRouter(prefix="/api/v1/targeting", tags=["targeting-os"])
# ── Accounts ─────────────────────────────────────────────────
@router.post("/accounts/recommend")
async def accounts_recommend(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return recommend_accounts(
sector=payload.get("sector", "saas"),
city=payload.get("city", "Riyadh"),
offer=payload.get("offer", ""),
goal=payload.get("goal", "fill_pipeline"),
limit=int(payload.get("limit", 10)),
)
# ── Buying committee ─────────────────────────────────────────
@router.post("/buying-committee/map")
async def buying_committee_map(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return map_buying_committee(
sector=payload.get("sector", "saas"),
company_size=payload.get("company_size", "small"),
goal=payload.get("goal", "fill_pipeline"),
)
# ── Contacts ─────────────────────────────────────────────────
@router.post("/contacts/evaluate")
async def contacts_evaluate(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
contact = payload.get("contact") or payload
desired = payload.get("desired_channel")
result = evaluate_contactability(contact, desired_channel=desired)
result["explanation_ar"] = explain_contactability_ar(result)
return result
@router.post("/uploaded-list/analyze")
async def uploaded_list_analyze(
contacts: list[dict[str, Any]] = Body(..., embed=True),
) -> dict[str, Any]:
return analyze_uploaded_list_preview(contacts)
# ── Outreach ─────────────────────────────────────────────────
@router.post("/outreach/plan")
async def outreach_plan(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
plan = build_outreach_plan(
targets=payload.get("targets", []),
channels=payload.get("channels"),
goal=payload.get("goal", "fill_pipeline"),
)
plan = enforce_daily_limits(plan)
plan["summary_ar"] = summarize_plan_ar(plan)
return plan
# ── Daily autopilot ──────────────────────────────────────────
@router.get("/daily-autopilot/demo")
async def daily_autopilot_demo() -> dict[str, Any]:
return {
"brief": build_daily_targeting_brief(),
"today_actions": recommend_today_actions(),
"end_of_day_template": build_end_of_day_report(),
}
# ── Self-Growth Mode ─────────────────────────────────────────
@router.get("/self-growth/demo")
async def self_growth_demo() -> dict[str, Any]:
return {
"plan": build_dealix_self_growth_plan(),
"today": build_self_growth_daily_brief(),
}
@router.post("/self-growth/targets")
async def self_growth_targets(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return recommend_dealix_targets(
sector_focus=payload.get("sector"),
city_focus=payload.get("city"),
limit=int(payload.get("limit", 10)),
)
@router.post("/self-growth/weekly-report")
async def self_growth_weekly(payload: dict[str, Any] = Body(default_factory=dict)) -> dict[str, Any]:
return build_weekly_learning_report(payload)
# ── Reputation guard ────────────────────────────────────────
@router.get("/reputation/status")
async def reputation_status() -> dict[str, Any]:
"""Demo reputation snapshot."""
healthy_email = {"bounce_rate": 0.005, "complaint_rate": 0.0001,
"opt_out_rate": 0.01, "reply_rate": 0.04}
risky_wa = {"block_rate": 0.04, "report_rate": 0.005,
"opt_out_rate": 0.06, "reply_rate": 0.02}
return {
"email": calculate_channel_reputation(healthy_email, channel="email"),
"whatsapp": calculate_channel_reputation(risky_wa, channel="whatsapp"),
}
@router.post("/reputation/recovery")
async def reputation_recovery(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return recommend_recovery_action(
payload.get("metrics", {}),
channel=payload.get("channel", "email"),
)
# ── LinkedIn strategy ────────────────────────────────────────
@router.post("/linkedin/strategy")
async def linkedin_strategy(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
strategy = recommend_linkedin_strategy(
segment=payload.get("segment", "B2B Saudi"),
goal=payload.get("goal", "fill_pipeline"),
)
if payload.get("with_lead_gen_form"):
strategy["lead_gen_form_plan"] = build_lead_gen_form_plan(
segment=payload.get("segment", "B2B Saudi"),
offer=payload.get("offer", "Pilot 7 days"),
campaign_name=payload.get("campaign_name", ""),
)
return strategy
# ── Drafts ───────────────────────────────────────────────────
@router.post("/drafts/email")
async def drafts_email(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
contact = payload.get("contact", {})
draft = draft_b2b_email(
contact,
offer=payload.get("offer", ""),
why_now=payload.get("why_now", ""),
)
risk = score_email_risk(contact, draft.get("body_ar", ""))
return {**draft, "risk": risk}
@router.post("/drafts/whatsapp")
async def drafts_whatsapp(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
contact = payload.get("contact", {})
return draft_whatsapp_message(
contact,
offer=payload.get("offer", ""),
why_now=payload.get("why_now", ""),
)
@router.post("/drafts/email-followup")
async def drafts_email_followup(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return build_followup_sequence(
payload.get("contact", {}),
offer=payload.get("offer", ""),
)
@router.post("/drafts/role-angle")
async def drafts_role_angle(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return draft_role_based_angle(
role_key=payload.get("role_key", "founder_ceo"),
sector=payload.get("sector", "saas"),
offer=payload.get("offer", ""),
)
# ── Free diagnostic ──────────────────────────────────────────
@router.post("/free-diagnostic")
async def free_diagnostic(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return build_free_growth_diagnostic(payload)
# ── Services + contracts ─────────────────────────────────────
@router.get("/services")
async def services_list() -> dict[str, Any]:
return list_targeting_services()
@router.post("/services/recommend")
async def services_recommend(payload: dict[str, Any] = Body(...)) -> dict[str, Any]:
return recommend_service_offer(
customer_type=payload.get("customer_type", ""),
goal=payload.get("goal", "fill_pipeline"),
)
@router.get("/contracts/templates")
async def contracts_templates() -> dict[str, Any]:
return {
"pilot": draft_pilot_agreement_outline(),
"dpa": draft_dpa_outline(),
"referral": draft_referral_agreement_outline(),
"agency_partner": draft_agency_partner_outline(),
}