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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>
201 lines
8.2 KiB
Markdown
201 lines
8.2 KiB
Markdown
# Dealix Autonomous Revenue Company OS
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> **الفئة الجديدة:** Dealix ليس CRM ولا أداة واتساب ولا AI agent ولا lead scraper.
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> هو **شركة نمو رقمية ذاتية التشغيل** تدخل أي بزنس، تفهمه، تبني خطة نمو، تشغّل الخدمات المناسبة، تطلب موافقات، تنسق القنوات، تفتح شراكات، ترتب اجتماعات، تجهز مدفوعات، وتثبت العائد.
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---
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## 1. القيم الأساسية للنظام
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```
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Signal → Context → Service Recommendation → Workflow →
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Risk Check → Draft → Approval → Execution/Export →
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Outcome → Proof → Learning → Upgrade
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```
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كل event داخل Dealix يمر بهذه السلسلة. لا توجد فجوة بين "إشارة" و"إيراد".
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---
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## 2. الطبقات الـ12
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| الطبقة | الموقع |
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|--------|--------|
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| Autonomous Service Operator | `auto_client_acquisition/autonomous_service_operator/` |
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| Service Tower | `auto_client_acquisition/service_tower/` |
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| Service Excellence OS | `auto_client_acquisition/service_excellence/` |
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| Targeting OS | `auto_client_acquisition/targeting_os/` |
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| Safe Tool Gateway | `auto_client_acquisition/platform_services/tool_gateway.py` |
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| Agent Runtime | كل layer يحدد الـ agents فيه |
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| Workflow Engine | `service_orchestrator + workflow_runner` |
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| Revenue Graph | `revenue_company_os/action_graph.py` |
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| Proof Ledger | `revenue_company_os/proof_ledger.py` + `platform_services/proof_ledger.py` |
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| Self-Improving Layer | `revenue_company_os/self_improvement_loop.py` + `growth_curator/` |
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| Revenue Launch System | `revenue_launch/` + `launch_ops/` |
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| Growth Memory | `revenue_company_os/growth_memory.py` |
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---
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## 3. Autonomous Service Operator
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**16 module + 28 endpoint.** البوت المركزي:
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- **`intent_classifier`** — 16 intent عبر Arabic + English keywords (deterministic).
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- **`conversation_router`** — كل intent → handler + خدمة موصى بها.
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- **`session_state`** — 13 حالة جلسة + audit history.
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- **`intake_collector`** — أسئلة intake لكل intent + validation.
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- **`approval_manager`** — كروت ≤3 أزرار + decisions (approve/edit/skip/reject).
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- **`service_orchestrator`** — pipeline 11-step canonical.
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- **`workflow_runner`** — advance + completion check.
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- **`tool_action_planner`** — يحظر LinkedIn scraping/auto-DM، يطلب approval لـ high-risk، draft فقط للآمنة.
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- **`proof_pack_dispatcher`** — Proof Pack envelope per service.
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- **`upsell_engine`** — 3 verdicts (upsell_now / iterate_first / gentle_upsell).
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- **`whatsapp_renderer`** — ≤3 buttons، Arabic body.
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- **`operator_memory`** — sessions + facts + preferences + audit.
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- **`service_bundles`** — 6 bundles (Growth Starter, Data to Revenue, Executive Growth OS, Partnership Growth, Local Growth OS, Full Growth Control Tower).
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- **`executive_mode`** — CEO command center.
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- **`client_mode`** — Growth Manager dashboard.
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- **`agency_mode`** — multi-client + co-branded Proof Pack + revenue share.
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---
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## 4. Revenue Company OS
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**10 module + 19 endpoint.** الذكاء عبر القنوات:
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- **`event_to_card`** — 13 event types → Arabic decision cards (≤3 buttons).
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- **`command_feed_engine`** — daily aggregation + sort by risk.
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- **`action_graph`** — 14 typed edges signal → action → outcome → proof.
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- **`revenue_work_units`** — 19 RWU types (Salesforce-inspired) + aggregation.
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- **`channel_health`** — cross-channel reputation snapshot.
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- **`opportunity_factory`** — turn signals into opportunity cards.
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- **`service_factory`** — instantiate any service for a customer.
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- **`proof_ledger`** — Revenue Proof scoreboard per customer.
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- **`growth_memory`** — cross-customer aggregates (anonymized): best message/channel/objections.
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- **`self_improvement_loop`** — weekly Arabic recommendations from real metrics.
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---
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## 5. Service Bundles (6 customer-facing offerings)
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| Bundle | Best for | Price (SAR) |
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|--------|----------|-------------|
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| Growth Starter | أي شركة تجرب لأول مرة | 499–1,500 |
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| Data to Revenue | شركات لديها قائمة | 1,500–3,000 |
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| Executive Growth OS | CEO / Growth Manager شهرياً | 2,999 |
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| Partnership Growth | شركات تنمو عبر الشركاء | 3,000–7,500 |
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| Local Growth OS | عيادات/متاجر/فروع | 999–2,999 |
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| Full Growth Control Tower | مؤسسات 30+ يوم | 12,000–25,000 |
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---
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## 6. الأمان (Critical Gates)
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كل tool action يمر:
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```
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Intent → Policy → Approval → Execution → Audit
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```
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أوضاع التنفيذ:
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- `suggest_only`
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- `draft_only`
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- `approval_required`
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- `approved_execute` (env flag مفعّل + اعتماد)
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- `blocked`
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**الممنوع تماماً (حتى مع env flag):**
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- LinkedIn scraping / auto-DM / auto-connect.
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- cold WhatsApp بدون opt-in.
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- Moyasar live charge من API.
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- إرسال Gmail بدون اعتماد بشري.
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---
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## 7. Endpoints الجديدة
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### Autonomous Service Operator (28)
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```
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POST /api/v1/operator/chat/{message, decision, classify}
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POST /api/v1/operator/sessions/{new, {id}/transition, {id}/context}
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GET /api/v1/operator/sessions/{id}
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POST /api/v1/operator/cards/{approval, whatsapp/render}
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GET /api/v1/operator/intake/questions/{intent}
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POST /api/v1/operator/intake/validate
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POST /api/v1/operator/service/start
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POST /api/v1/operator/tools/plan
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POST /api/v1/operator/proof-pack/dispatch
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POST /api/v1/operator/upsell/{recommend, card}
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GET /api/v1/operator/bundles
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POST /api/v1/operator/bundles/recommend
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POST /api/v1/operator/mode/{ceo, ceo/daily-brief, ceo/risks, client, agency, agency/add-client, agency/revenue-share, agency/co-branded-proof}
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GET /api/v1/operator/whatsapp/daily-brief/demo
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GET /api/v1/operator/proof-pack/demo
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```
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### Revenue Company OS (19)
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```
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GET /api/v1/revenue-os/command-feed/demo
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POST /api/v1/revenue-os/{events/ingest, command-feed/build}
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GET /api/v1/revenue-os/work-units/{types, demo}
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POST /api/v1/revenue-os/work-units/{build, aggregate}
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GET /api/v1/revenue-os/proof-ledger/demo
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GET /api/v1/revenue-os/action-graph/{edge-types, demo}
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POST /api/v1/revenue-os/channel-health/snapshot
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GET /api/v1/revenue-os/channel-health/demo
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POST /api/v1/revenue-os/opportunity-factory
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GET /api/v1/revenue-os/opportunity-factory/demo
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POST /api/v1/revenue-os/service-factory
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GET /api/v1/revenue-os/service-factory/demo
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GET /api/v1/revenue-os/growth-memory/demo
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POST /api/v1/revenue-os/self-improvement/weekly-report
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GET /api/v1/revenue-os/self-improvement/demo
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```
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---
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## 8. اختبارات
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`tests/unit/test_autonomous_service_operator.py` — 50 tests.
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`tests/unit/test_revenue_company_os.py` — 31 tests.
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تغطية:
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- Intent classification (8 intents).
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- Bundle recommendation per persona.
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- Tool planner blocks LinkedIn scrape/auto-DM.
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- Approval cards ≤3 buttons.
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- Sessions transition + audit.
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- Modes (CEO / Client / Agency) with revenue share calc.
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- Event → card with risk levels.
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- Action Graph what-works.
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- RWU aggregation + revenue total.
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- Self-improvement recommendations.
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---
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## 9. الفرق الشاسع عن المنافسين
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| المنافس | ماذا يملك | أين Dealix يتفوق |
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|---------|-----------|-----------------|
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| CRM | بيانات وفرص | يقول ماذا تفعل اليوم |
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| WhatsApp tool | إرسال | يقرر هل ترسل، لمن، ولماذا، وبأي موافقة |
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| Email assistant | يكتب رد | يحول الإيميل إلى pipeline + meeting + Proof |
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| Agency | تنفيذ يدوي | نظام قابل للتكرار + Proof Pack |
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| Generic AI agent | ينفذ prompts | عنده خدمات + سياسات + Proof + موافقات + تحسين ذاتي |
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| HubSpot/Gong/Salesforce | منصات قوية | سعودي/عربي/SMB/Service-first/WhatsApp-aware |
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---
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## 10. الخلاصة
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Dealix الآن **فئة جديدة**:
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- 12 طبقة معمارية متكاملة.
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- 905 اختبار ناجح.
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- 47 endpoint جديد في هذه الجولة.
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- Approval-first في كل قناة.
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- Self-improving أسبوعياً.
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- Revenue Work Units قابلة للقياس.
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- Proof Ledger يُثبت العائد.
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- 6 bundles + Service Excellence Score يحكم كل خدمة.
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**لا يبيع features. يبيع نتائج منظمة.**
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