system-prompts-and-models-o.../dealix/auto_client_acquisition/revenue_company_os/action_graph.py
Dealix Builder ef08649efe feat(autonomous-revenue-os): Dealix becomes a Category — Autonomous Revenue Company OS — 26 modules + 47 endpoints + 81 tests
# Dealix is no longer "a platform". It is a new category:
# An Autonomous Revenue Company OS that runs growth FOR Saudi businesses
# as if Growth + Sales + Partnerships + Customer Success + Strategy +
# Compliance + Data sat in one self-improving system.

Autonomous Service Operator (16 modules) — البوت المركزي
- intent_classifier: 16 supported intents (Arabic + English keywords; deterministic; no LLM)
- conversation_router: route_message + handle_message — single entry point that classifies, routes to handler, recommends a bundle, builds intake + initial pipeline
- session_state: 13 valid states + UUID-based sessions + audit history
- intake_collector: per-intent intake question sets + parse + validation
- approval_manager: Arabic approval cards (capped at 3 buttons) + decision processing (approve/edit/skip/reject including Arabic verbs)
- service_orchestrator: 11-step canonical pipeline (intake→data_check→targeting→contactability→strategy→drafting→approval→execution_or_export→tracking→proof→upsell)
- workflow_runner: advance + completion check
- tool_action_planner: HARD-BLOCKS linkedin.scrape_profile, linkedin.auto_dm, linkedin.auto_connect, social.scrape_followers; high-risk tools require approval; draft-safe tools return draft_only; unknown tools default to approval_required
- proof_pack_dispatcher: per-service Proof Pack envelope with required metrics
- upsell_engine: 3 deterministic verdicts (upsell_now / iterate_first / gentle_upsell) based on csat + pipeline + meetings
- whatsapp_renderer: render any card / approval / daily brief as WhatsApp draft (≤3 buttons, Arabic body, never live)
- operator_memory: in-process sessions + customer_facts + preferences + audit log (production = Supabase)
- service_bundles: 6 customer-facing bundles instead of 20 raw services (Growth Starter, Data to Revenue, Executive Growth OS, Partnership Growth, Local Growth OS, Full Growth Control Tower)
- executive_mode: CEO command center + daily brief + revenue risks (3) + next 3 moves
- client_mode: Growth Manager dashboard with 4 panels
- agency_mode: multi-client roster + co-branded Proof Pack + revenue share calc

Revenue Company OS (10 modules) — الذكاء عبر القنوات
- event_to_card: 13 event types → Arabic decision cards (email/whatsapp/form/review/payment/risk/partner/meeting/service.completed/...) each with title_ar/summary_ar/why_now_ar/recommended_action_ar/risk_level/buttons_ar (≤3)
- command_feed_engine: aggregate events for a customer + sort by risk (high first) + by_type and by_risk counts
- action_graph: 14 typed edges (signal_created_opportunity → message_triggered_reply → reply_led_to_meeting → meeting_led_to_proposal → proposal_led_to_payment → ...) with what_works_for_customer scoring (outcome edges weigh more)
- revenue_work_units: 19 RWU types (Salesforce-inspired): opportunity_created, draft_created, approval_collected, meeting_drafted, payment_received, risk_blocked, etc. + aggregate_work_units (counts/revenue/risks)
- channel_health: cross-channel reputation snapshot (email/whatsapp/linkedin) + overall_score + channels_at_risk
- opportunity_factory: turn (sector, city) into 5 opportunity cards via targeting_os.recommend_accounts + buying committee
- service_factory: instantiate any service for a customer (intake + workflow + quote)
- proof_ledger (revenue-tier, NOT platform_services.proof_ledger): customer-facing scoreboard with totals + summary_ar + by_type breakdown
- growth_memory: anonymized cross-customer aggregates — sector_message_winrate, sector_channel_winrate, common_objections, blocked_action_reasons, successful_playbooks; best_message_for_sector + best_channel_for_sector
- self_improvement_loop: weekly Arabic recommendations from real metrics (approval_rate, reply_rate, meeting_rate, blocked_actions, service_revenue) + best_service_id + next_experiment

Routers (2 new) — 47 endpoints
- /api/v1/operator/* (28): chat (message/decision/classify), sessions (new/transition/context/get), cards (approval/whatsapp/render), intake (questions/validate), service (start), tools (plan), proof-pack (dispatch), upsell (recommend/card), bundles (list/recommend), modes (ceo/ceo-daily-brief/ceo-risks/client/agency/agency-add-client/agency-revenue-share/agency-co-branded-proof), demos (whatsapp-daily-brief/proof-pack)
- /api/v1/revenue-os/* (19): command-feed (demo/build/events-ingest), work-units (types/build/aggregate/demo), proof-ledger/demo, action-graph (edge-types/demo), channel-health (snapshot/demo), opportunity-factory (run/demo), service-factory (instantiate/demo), growth-memory/demo, self-improvement (weekly-report/demo)

Tests (2 new files, 81 tests)
- test_autonomous_service_operator.py: 50 tests
  * 8 intent classification tests (want_more_customers, has_contact_list, partnerships, whatsapp, pricing, approve, unknown fallback)
  * 4 conversation router (recommends correct service per intent + bundle, processes approval decisions)
  * 4 session lifecycle (UUID, transition validation, memory store, context build)
  * 4 intake (questions per intent, validation detects missing fields, complete intake passes)
  * 4 approval (≤3 buttons, approve/skip Arabic, unknown decision returns error)
  * 5 tool planner (linkedin scrape blocked, auto_dm blocked, high-risk → approval, draft-safe → draft_only, unknown → approval_required)
  * 4 bundles (6 total, agency → partnership_growth, local → local_growth_os, default → growth_starter)
  * 7 modes (CEO Arabic, daily brief 3 decisions, 3 risks, client panels, agency aggregation, revenue share calc, co-branded includes both names)
  * 3 WhatsApp renderer (no live send, ≤3 buttons, Arabic morning text)
  * 4 proof + upsell (Proof Pack draft, upsell_now for strong, iterate_first for weak, ≤3 buttons)

- test_revenue_company_os.py: 31 tests
  * 4 event → card (email Arabic, low review high-risk, risk.blocked high, unknown → action_required)
  * 3 command feed (demo 8 events, sorts high-risk first, empty handling)
  * 4 RWUs (≥18 types, build validates, aggregate sums revenue, risks_blocked counted)
  * 4 action graph (≥12 edge types, validates type, demo 2 customers, what_works scoring)
  * 2 channel health (returns score, flags risky channel)
  * 2 opportunity factory (5 opps no live send, blocks unsafe in notes)
  * 3 service factory (instantiate known + unknown errors, demo 4 services)
  * 3 proof ledger (appends, rejects unknown, demo has revenue + risks)
  * 2 growth memory (top objections, best message per sector)
  * 3 self-improvement (low approval recommends fix, high blocked recommends review, returns best service)

Docs (1 new + 1 updated)
- AUTONOMOUS_REVENUE_COMPANY_OS.md (Arabic): 12-layer architecture + service bundles + safety + endpoints + competitive positioning
- DEALIX_100_PERCENT_LAUNCH_PLAN.md: added §44 Autonomous Revenue Company OS

Test results
- 81/81 new tests pass
- Full suite: 905 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety + integration
- All 47 new endpoints: live_send_allowed=False, approval_required=True
- LinkedIn scrape/auto-DM/auto-connect HARD-BLOCKED in tool_action_planner
- High-risk tools (whatsapp.send_message, gmail.send, calendar.insert_event, moyasar.charge, gbp.publish_review_reply, social.publish_dm, social.publish_post) → approval_required forced
- Cold WhatsApp blocked via existing contactability_matrix
- Operator memory hashes nothing yet — production must wire to security_curator.trace_redactor before any persistence
- 6 bundles unify the 12 productized services from Service Tower
- Modes integrate platform_services + intelligence_layer + service_excellence
- Action Graph + Revenue Work Units + Proof Ledger together form Dealix's Saudi Revenue Graph
- Self-improvement loop reads metrics that flow from agent_observability + growth_curator

Integration with everything before
- Autonomous Service Operator orchestrates Service Tower, Service Excellence OS, Targeting OS, Platform Services, Intelligence Layer
- Revenue Company OS reads from platform_services event_bus + intelligence_layer mission_engine + targeting_os reputation_guard
- Service factory uses service_tower.get_service + build_intake_questions + quote_service
- Opportunity factory uses targeting_os.recommend_accounts + map_buying_committee
- Channel health uses targeting_os.calculate_channel_reputation
- Tool planner integrates with platform_services.tool_gateway policies
- WhatsApp renderer aligns with launch_ops button caps
- Bundles map to service_tower upgrade_paths

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:50:32 +03:00

124 lines
4.6 KiB
Python

"""Revenue Action Graph — signal → action → outcome → proof relationships."""
from __future__ import annotations
import time
import uuid
from dataclasses import dataclass, field
from typing import Any
# 14 typed edges Dealix records to learn what works.
REVENUE_EDGE_TYPES: tuple[str, ...] = (
"signal_created_opportunity",
"opportunity_drafted_message",
"message_triggered_reply",
"reply_led_to_meeting",
"meeting_led_to_proposal",
"proposal_led_to_payment",
"partner_introduced_customer",
"review_created_recovery_task",
"approval_allowed_send",
"blocked_action_prevented_risk",
"list_intel_top50_targets",
"service_completed_generated_proof",
"proof_triggered_upsell",
"upsell_converted_to_subscription",
)
@dataclass
class RevenueActionGraph:
"""In-memory revenue action graph. Production = Supabase + pgvector."""
edges: list[dict[str, Any]] = field(default_factory=list)
def add_edge(
self,
*,
edge_type: str,
src_id: str,
dst_id: str,
customer_id: str = "",
weight: float = 1.0,
metadata: dict[str, Any] | None = None,
) -> dict[str, Any]:
"""Add a typed edge. Validates edge_type."""
if edge_type not in REVENUE_EDGE_TYPES:
raise ValueError(
f"Unknown edge_type: {edge_type}. "
f"Valid: {', '.join(REVENUE_EDGE_TYPES)}"
)
edge: dict[str, Any] = {
"edge_id": str(uuid.uuid4()),
"edge_type": edge_type,
"src_id": src_id,
"dst_id": dst_id,
"customer_id": customer_id,
"weight": float(weight),
"metadata": dict(metadata or {}),
"ts": time.time(),
}
self.edges.append(edge)
return edge
def what_works_for_customer(self, customer_id: str) -> dict[str, Any]:
"""Aggregate edges for a customer → what's working."""
edges = [e for e in self.edges if e["customer_id"] == customer_id]
by_type: dict[str, int] = {}
for e in edges:
by_type[e["edge_type"]] = by_type.get(e["edge_type"], 0) + 1
# Score: weighted edge counts. Outcome edges weigh more.
outcome_edges = {
"proposal_led_to_payment": 5,
"upsell_converted_to_subscription": 5,
"reply_led_to_meeting": 3,
"meeting_led_to_proposal": 3,
"blocked_action_prevented_risk": 2,
}
score = sum(by_type.get(e, 0) * w for e, w in outcome_edges.items())
return {
"customer_id": customer_id,
"total_edges": len(edges),
"by_type": by_type,
"outcome_score": score,
}
def build_revenue_action_graph_demo() -> dict[str, Any]:
"""Demo graph with realistic edges across 2 customers."""
g = RevenueActionGraph()
# Customer A — full funnel
g.add_edge(edge_type="signal_created_opportunity",
src_id="signal_1", dst_id="opp_1", customer_id="cust_A")
g.add_edge(edge_type="opportunity_drafted_message",
src_id="opp_1", dst_id="msg_1", customer_id="cust_A")
g.add_edge(edge_type="approval_allowed_send",
src_id="msg_1", dst_id="msg_1_approved", customer_id="cust_A")
g.add_edge(edge_type="message_triggered_reply",
src_id="msg_1_approved", dst_id="reply_1", customer_id="cust_A")
g.add_edge(edge_type="reply_led_to_meeting",
src_id="reply_1", dst_id="meeting_1", customer_id="cust_A")
g.add_edge(edge_type="meeting_led_to_proposal",
src_id="meeting_1", dst_id="proposal_1", customer_id="cust_A")
g.add_edge(edge_type="proposal_led_to_payment",
src_id="proposal_1", dst_id="payment_499",
customer_id="cust_A", weight=499)
g.add_edge(edge_type="service_completed_generated_proof",
src_id="payment_499", dst_id="proof_1", customer_id="cust_A")
g.add_edge(edge_type="proof_triggered_upsell",
src_id="proof_1", dst_id="upsell_1", customer_id="cust_A")
# Customer B — risk path
g.add_edge(edge_type="blocked_action_prevented_risk",
src_id="msg_2", dst_id="cold_wa_blocked", customer_id="cust_B")
g.add_edge(edge_type="review_created_recovery_task",
src_id="review_2", dst_id="recovery_1", customer_id="cust_B")
g.add_edge(edge_type="partner_introduced_customer",
src_id="partner_1", dst_id="customer_B_intro",
customer_id="cust_B")
return {
"edges": list(g.edges),
"summary_a": g.what_works_for_customer("cust_A"),
"summary_b": g.what_works_for_customer("cust_B"),
}