mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
synced 2026-06-18 15:29:36 +00:00
f5e7cadb07
CI Fix:
All 8 Tier-1 API routes now use fully lazy imports — no module-level
imports of app.database, app.services, or app.models. Every import
happens inside the function body. This prevents pytest collection
failure (exit code 4) caused by import chain side effects during
test discovery.
Pattern: _get_db() async generator wraps app.database.get_db lazily.
Service/model imports are inside each route handler function.
Revenue Activation System (3 phases):
revenue-activation/FIRST_3_CLIENTS_PLAN.md
— ICP definition, outreach scripts (WhatsApp/LinkedIn/Email),
demo strategy, pricing (15K-50K SAR pilot), closing playbook,
objection handling, referral scripts, pipeline KPIs
revenue-activation/deployment/LIVE_DEPLOYMENT_GUIDE.md
— Step-by-step client installation in 48h, data import,
training agenda, pilot monitoring, post-pilot conversion
revenue-activation/AUTOMATED_REVENUE_ENGINE.md
— Self-generating pipeline: outreach→demo→pilot→case study→referral,
auto-sequences, AI response classification, upsell triggers,
90-day revenue targets (100K+ SAR MRR)
revenue-activation/outreach/whatsapp-sequences.json
— 3 ready-to-use sequences: cold B2B, warm referral, post-pilot convert
revenue-activation/demo/seed_demo_tenant.py
— Seeds demo tenant with 15 leads, 8 deals, 3 approvals with SLA,
4 connectors, 1 evidence pack for executive simulation demos
https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
247 lines
6.8 KiB
Markdown
247 lines
6.8 KiB
Markdown
# Live Deployment Guide — Client Installation Step-by-Step
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> **هدف**: تركيب Dealix عند عميل حقيقي خلال 48 ساعة
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> **القاعدة**: ركّب فقط Revenue OS + Approval + Executive Dashboard. لا M&A. لا Expansion.
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---
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## Pre-Deployment Checklist (قبل يوم التركيب)
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### من العميل (يجهزهم قبل)
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- [ ] قائمة بأعضاء الفريق (الاسم، الإيميل، الدور)
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- [ ] رقم WhatsApp Business أو رقم الشركة
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- [ ] قائمة بـ 5-10 صفقات نشطة (اسم الشركة، القيمة، المرحلة)
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- [ ] من يملك صلاحية الموافقة على الصفقات
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- [ ] هل عندهم CRM حالي (اسمه)
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### منك (جاهز مسبقًا)
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- [ ] VPS/Cloud instance جاهز (Saudi region مفضّل)
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- [ ] Domain configured (client.dealix.sa أو subdomain)
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- [ ] SSL certificate
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- [ ] WhatsApp Business API token
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- [ ] `.env` file prepared
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---
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## Day 0: Infrastructure Setup (2-4 ساعات)
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### Step 1: Deploy Stack
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```bash
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# Clone and configure
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git clone <repo> && cd salesflow-saas
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cp .env.example .env
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# Edit .env with client-specific values
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# CRITICAL: Change these
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# APP_NAME=ClientName
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# DATABASE_URL=postgresql+asyncpg://...
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# SECRET_KEY=<generate-random-64>
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# WHATSAPP_API_TOKEN=<client-token>
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# FRONTEND_URL=https://client.dealix.sa
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# Launch
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docker-compose up -d
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# Verify
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curl -s http://localhost:8000/api/v1/health | python -m json.tool
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```
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### Step 2: Initialize Database
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```bash
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docker-compose exec backend alembic upgrade head
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docker-compose exec backend python -m app.seed_database
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```
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### Step 3: Create Tenant + Admin User
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```bash
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# Via API or direct DB
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curl -X POST http://localhost:8000/api/v1/auth/register \
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-H "Content-Type: application/json" \
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-d '{
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"email": "admin@client.com",
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"password": "<secure>",
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"name": "Admin",
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"role": "admin",
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"language": "ar"
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}'
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```
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### Step 4: Verify Frontend
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- Open `https://client.dealix.sa`
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- Login with admin credentials
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- Verify Arabic RTL layout
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- Check dashboard loads
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---
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## Day 1: Data Import + Configuration (2-4 ساعات)
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### Step 5: Import Existing Deals
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```bash
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# Prepare CSV: company,title,value,stage,assigned_to
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# Map stages: new → discovery, negotiation → negotiation, etc.
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curl -X POST http://localhost:8000/api/v1/leads/import \
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-H "Authorization: Bearer <token>" \
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-F "file=@leads.csv"
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```
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### Step 6: Configure Approval Flow
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```bash
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# Set approval SLA thresholds
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# In .env:
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OPENCLAW_APPROVAL_SLA_HOURS_WARN=8
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OPENCLAW_APPROVAL_SLA_HOURS_BREACH=24
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OPENCLAW_APPROVAL_ESCALATION_L3_MULTIPLIER=2.0
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```
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### Step 7: Setup WhatsApp Templates
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- Configure approved templates in WhatsApp Business Manager
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- Map templates to Dealix outreach sequences
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- Test send to internal number first
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### Step 8: Create Users
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```bash
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# For each team member
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curl -X POST http://localhost:8000/api/v1/auth/register \
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-H "Authorization: Bearer <admin-token>" \
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-H "Content-Type: application/json" \
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-d '{
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"email": "sales@client.com",
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"name": "Mohammed",
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"role": "sales",
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"language": "ar"
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}'
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```
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### Step 9: Seed Compliance Controls
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```bash
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# Trigger compliance matrix seeding
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curl -X POST "http://localhost:8000/api/v1/compliance/matrix/scan?tenant_id=<tid>"
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```
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---
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## Day 1: Training Session (1 ساعة)
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### Training Agenda (60 minutes)
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| الوقت | الموضوع | الجمهور |
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|-------|---------|---------|
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| 0-10 | الدخول + لوحة التحكم | الكل |
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| 10-20 | إضافة leads + صفقات | المبيعات |
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| 20-30 | إرسال WhatsApp من النظام | المبيعات |
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| 30-40 | الموافقات + SLA | المديرين |
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| 40-50 | Executive Room | CEO/VP |
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| 50-60 | أسئلة | الكل |
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### Quick Reference Card (يُطبع للفريق)
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```
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🟢 أهم الأزرار:
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• Dashboard → لوحة التحكم
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• Leads → العملاء المحتملين
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• Deals → الصفقات
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• Approvals → الموافقات
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• Executive Room → غرفة القيادة
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📱 WhatsApp:
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• الرسائل تطلع من النظام مباشرة
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• PDPL consent يتحقق تلقائيًا
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✅ الموافقات:
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• تجيك إشعارات
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• SLA: 8 ساعات تحذير، 24 ساعة خرق
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• موافقة أو رفض بضغطة
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```
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---
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## Day 2-14: Pilot Monitoring
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### Daily Checks (15 دقيقة/يوم)
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```bash
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# Health check
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curl -s http://localhost:8000/api/v1/health
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# Executive snapshot
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curl -s "http://localhost:8000/api/v1/executive-room/snapshot?tenant_id=<tid>" | python -m json.tool
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# Approval SLA status
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curl -s "http://localhost:8000/api/v1/approval-center/stats?tenant_id=<tid>" | python -m json.tool
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# Compliance posture
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curl -s "http://localhost:8000/api/v1/compliance/matrix/posture?tenant_id=<tid>" | python -m json.tool
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```
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### Weekly Review with Client (30 دقيقة)
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| البند | المحتوى |
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|-------|---------|
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| Revenue | actual vs forecast |
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| Approvals | SLA compliance rate |
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| Adoption | daily active users |
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| Issues | any blockers |
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| Next | action items |
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### Success Metrics to Track
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| المقياس | قبل Dealix | بعد Dealix | الهدف |
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|---------|-----------|-----------|-------|
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| وقت الموافقة | __ يوم | __ ساعة | -70% |
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| وضوح Pipeline | __% | __% | +50% |
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| وقت الإقفال | __ يوم | __ يوم | -40% |
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| Executive visibility | شهري | لحظي | Real-time |
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---
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## Post-Pilot: Conversion to Paid
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### Day 12: Pre-Close Meeting
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```
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[الاسم]، مرت أسبوعين على الـ pilot.
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خلني أشاركك النتائج:
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• الموافقات صارت أسرع بـ X%
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• فريقك استخدم النظام Y مرة
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• عندكم Z صفقة أوضح الآن
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السؤال: تحب نستمر بالاشتراك الشهري؟
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الخطة [الاسم]: [السعر]/شهر
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تشمل: [المميزات]
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```
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### Day 14: Contract Signing
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- Send contract via system (eSign if available)
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- First monthly payment
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- Transition from pilot to production config
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- Remove pilot time limits
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---
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## Troubleshooting — Common Issues
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| المشكلة | الحل |
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|---------|------|
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| WhatsApp لا يرسل | تحقق من MOCK_MODE=false + API token |
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| Dashboard بطيء | Check Redis connection + DB indexes |
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| Approval لا يصل | Verify notification settings + SLA config |
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| Arabic مكسر | Check font loading + RTL direction |
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| Login فشل | Check JWT_SECRET_KEY + token expiry |
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| Data لا يظهر | Verify tenant_id in all queries |
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---
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## Rollback Plan
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إذا صار أي مشكلة كبيرة:
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```bash
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# 1. Inform client immediately
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# 2. Take snapshot
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docker-compose exec db pg_dump -U dealix dealix_db > backup.sql
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# 3. If needed, rollback last migration
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docker-compose exec backend alembic downgrade -1
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# 4. If critical, switch to maintenance mode
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# Set ENVIRONMENT=maintenance in .env
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docker-compose restart backend
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```
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