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# 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>
131 lines
5.7 KiB
Python
131 lines
5.7 KiB
Python
"""Revenue Proof Ledger — revenue-tier proof aggregator across all services.
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Distinct from `platform_services.proof_ledger`: this aggregates Revenue Work
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Units + Action Graph edges into a customer-facing scoreboard.
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"""
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from __future__ import annotations
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import time
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from dataclasses import dataclass, field
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from typing import Any
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from .revenue_work_units import REVENUE_WORK_UNIT_TYPES, aggregate_work_units
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@dataclass
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class RevenueProofLedger:
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"""In-memory revenue proof ledger. Production = Supabase append-only."""
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work_units: list[dict[str, Any]] = field(default_factory=list)
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notable_events: list[dict[str, Any]] = field(default_factory=list)
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def append_work_unit(self, unit: dict[str, Any]) -> None:
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"""Append an RWU after validating its type."""
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ut = str(unit.get("unit_type", ""))
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if ut not in REVENUE_WORK_UNIT_TYPES:
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raise ValueError(f"Unknown RWU type: {ut}")
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self.work_units.append(dict(unit))
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def append_notable_event(
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self, *, event_type: str, summary_ar: str, customer_id: str = "",
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) -> None:
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self.notable_events.append({
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"ts": time.time(),
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"event_type": event_type,
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"summary_ar": summary_ar[:200],
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"customer_id": customer_id,
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})
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def summary_for_customer(self, customer_id: str) -> dict[str, Any]:
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"""Build the customer-facing Arabic Proof scoreboard."""
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units = [u for u in self.work_units
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if u.get("customer_id") == customer_id]
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agg = aggregate_work_units(units)
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opps = agg["by_type"].get("opportunity_created", 0)
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approvals = agg["by_type"].get("approval_collected", 0)
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meetings = agg["by_type"].get("meeting_drafted", 0)
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meetings_held = agg["by_type"].get("meeting_held", 0)
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risks_blocked = agg["risks_blocked"]
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revenue = agg["total_revenue_influenced_sar"]
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events_for_customer = [
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e for e in self.notable_events
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if e.get("customer_id") == customer_id
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]
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return {
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"customer_id": customer_id,
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"totals": {
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"opportunities_created": opps,
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"approvals_collected": approvals,
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"meetings_drafted": meetings,
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"meetings_held": meetings_held,
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"risks_blocked": risks_blocked,
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"revenue_influenced_sar": revenue,
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},
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"summary_ar": [
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f"الفرص: {opps} | الاعتمادات: {approvals}.",
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f"الاجتماعات: {meetings} drafted, {meetings_held} held.",
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f"مخاطر منعت: {risks_blocked}.",
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f"إيراد متأثر: {revenue:.0f} ريال.",
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],
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"notable_events": events_for_customer[-5:],
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"by_type": agg["by_type"],
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}
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def build_revenue_proof_ledger_demo() -> dict[str, Any]:
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"""Demo ledger with 12 sample RWUs for a single customer."""
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from .revenue_work_units import build_revenue_work_unit
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led = RevenueProofLedger()
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cust = "demo"
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sample_units = [
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build_revenue_work_unit(unit_type="opportunity_created",
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service_id="first_10_opportunities_sprint",
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customer_id=cust, revenue_influenced_sar=18000),
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build_revenue_work_unit(unit_type="opportunity_created",
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service_id="first_10_opportunities_sprint",
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customer_id=cust, revenue_influenced_sar=12000),
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build_revenue_work_unit(unit_type="draft_created",
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service_id="first_10_opportunities_sprint",
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customer_id=cust),
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build_revenue_work_unit(unit_type="draft_created",
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service_id="first_10_opportunities_sprint",
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customer_id=cust),
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build_revenue_work_unit(unit_type="approval_collected",
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service_id="first_10_opportunities_sprint",
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customer_id=cust),
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build_revenue_work_unit(unit_type="approval_collected",
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service_id="first_10_opportunities_sprint",
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customer_id=cust),
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build_revenue_work_unit(unit_type="meeting_drafted",
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service_id="meeting_booking_sprint",
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customer_id=cust, revenue_influenced_sar=20000),
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build_revenue_work_unit(unit_type="risk_blocked",
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service_id="whatsapp_compliance_setup",
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customer_id=cust, risk_level="high"),
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build_revenue_work_unit(unit_type="risk_blocked",
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service_id="whatsapp_compliance_setup",
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customer_id=cust, risk_level="high"),
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build_revenue_work_unit(unit_type="proof_generated",
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service_id="growth_os_monthly",
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customer_id=cust),
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build_revenue_work_unit(unit_type="upsell_offered",
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service_id="growth_os_monthly",
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customer_id=cust),
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build_revenue_work_unit(unit_type="payment_received",
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customer_id=cust, revenue_influenced_sar=499),
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]
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for u in sample_units:
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led.append_work_unit(u)
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led.append_notable_event(
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event_type="risk.blocked", customer_id=cust,
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summary_ar="منع cold WhatsApp بدون opt-in (PDPL).",
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)
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led.append_notable_event(
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event_type="service.completed", customer_id=cust,
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summary_ar="اكتمل First 10 Opportunities Sprint بنجاح.",
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)
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return led.summary_for_customer(cust)
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