fusesell 1.2.4__tar.gz → 1.2.6__tar.gz

{fusesell-1.2.4 → fusesell-1.2.6}/CHANGELOG.md

@@ -2,6 +2,24 @@
 
 All notable changes to FuseSell Local will be documented in this file.
 
+# [1.2.6] - 2025-10-24
+
+### Added
+- Automatically seed packaged prompt, scoring, and template JSON files into the writable `fusesell_data/config` directory so fresh installs immediately pick up the default initial outreach draft prompt.
+- Draft generation now records the scheduled reminder metadata in stage output while mirroring the server’s `schedule_auto_run` behaviour locally.
+
+### Fixed
+- Bundled configuration files are used as a fallback when the data directory is missing overrides, preventing empty prompt loads that previously produced low-quality duplicate drafts.
+
+# [1.2.5] - 2025-10-24
+
+### Added
+- Local `reminder_task` table and scheduler plumbing so scheduled outreach mirrors the server flow and can be consumed by RealTimeX orchestration.
+- Initial outreach and follow-up stages now emit reminder metadata whenever emails are scheduled, including team/customer context.
+
+### Changed
+- Event scheduler returns reminder IDs alongside scheduled events while preserving immutable default prompts when layering team overrides.
+
 # [1.2.3] - 2025-10-21
 
 ### Added

{fusesell-1.2.4/fusesell.egg-info → fusesell-1.2.6}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.4
+Version: 1.2.6
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.4 → fusesell-1.2.6/fusesell.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.4
+Version: 1.2.6
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.4 → fusesell-1.2.6}/fusesell_local/__init__.py

@@ -32,6 +32,6 @@ __all__ = [
     "validate_config",
 ]
 
-__version__ = "1.2.4"
+__version__ = "1.2.6"
 __author__ = "FuseSell Team"
 __description__ = "Local implementation of FuseSell AI sales automation pipeline"

{fusesell-1.2.4 → fusesell-1.2.6}/fusesell_local/pipeline.py

@@ -251,11 +251,17 @@ class FuseSellPipeline:
                 
                 self.logger.info("-" * 40)
                 self.logger.info("TIMING VALIDATION:")
-                if discrepancy_percentage < 5.0:
-                    self.logger.info(f"✅ Timing validation PASSED (discrepancy: {discrepancy_percentage:.1f}%)")
-                else:
-                    self.logger.warning(f"⚠️  Timing validation WARNING (discrepancy: {discrepancy_percentage:.1f}%)")
-                    self.logger.warning(f"   Expected ~{total_stage_time:.2f}s, got {total_duration:.2f}s")
+                if discrepancy_percentage < 5.0:
+                    self.logger.info(
+                        f"[OK] Timing validation PASSED (discrepancy: {discrepancy_percentage:.1f}%)"
+                    )
+                else:
+                    self.logger.warning(
+                        f"[WARN] Timing validation WARNING (discrepancy: {discrepancy_percentage:.1f}%)"
+                    )
+                    self.logger.warning(
+                        f"   Expected ~{total_stage_time:.2f}s, got {total_duration:.2f}s"
+                    )
             
             self.logger.info("=" * 60)
             

{fusesell-1.2.4 → fusesell-1.2.6}/fusesell_local/stages/follow_up.py

@@ -877,22 +877,29 @@ Generate only the email content, no additional commentary:"""
             input_data = context.get('input_data', {})
             
             # Initialize event scheduler
-            scheduler = EventScheduler(self.config.get('data_dir', './fusesell_data'))
-            
-            # Check if immediate sending is requested
-            send_immediately = input_data.get('send_immediately', False)
-            
-            # Schedule the follow-up email event
-            schedule_result = scheduler.schedule_email_event(
-                draft_id=draft.get('draft_id'),
-                recipient_address=recipient_address,
-                recipient_name=recipient_name,
-                org_id=input_data.get('org_id', 'default'),
-                team_id=input_data.get('team_id'),
-                customer_timezone=input_data.get('customer_timezone'),
-                email_type='follow_up',
-                send_immediately=send_immediately
-            )
+            scheduler = EventScheduler(self.config.get('data_dir', './fusesell_data'))
+            
+            # Check if immediate sending is requested
+            send_immediately = input_data.get('send_immediately', False)
+            reminder_context = self._build_follow_up_reminder_context(
+                draft,
+                recipient_address,
+                recipient_name,
+                context
+            )
+            
+            # Schedule the follow-up email event
+            schedule_result = scheduler.schedule_email_event(
+                draft_id=draft.get('draft_id'),
+                recipient_address=recipient_address,
+                recipient_name=recipient_name,
+                org_id=input_data.get('org_id', 'default'),
+                team_id=input_data.get('team_id'),
+                customer_timezone=input_data.get('customer_timezone'),
+                email_type='follow_up',
+                send_immediately=send_immediately,
+                reminder_context=reminder_context
+            )
             
             if schedule_result['success']:
                 self.logger.info(f"Follow-up email event scheduled successfully: {schedule_result['event_id']} for {schedule_result['scheduled_time']}")
@@ -912,12 +919,81 @@ Generate only the email content, no additional commentary:"""
                 }
                 
         except Exception as e:
-            self.logger.error(f"Follow-up email scheduling failed: {str(e)}")
-            return {
-                'success': False,
-                'message': f'Follow-up email scheduling failed: {str(e)}',
-                'error': str(e)
-            } 
+            self.logger.error(f"Follow-up email scheduling failed: {str(e)}")
+            return {
+                'success': False,
+                'message': f'Follow-up email scheduling failed: {str(e)}',
+                'error': str(e)
+            } 
+
+    def _build_follow_up_reminder_context(
+        self,
+        draft: Dict[str, Any],
+        recipient_address: str,
+        recipient_name: str,
+        context: Dict[str, Any]
+    ) -> Dict[str, Any]:
+        """
+        Build reminder_task metadata for scheduled follow-up emails.
+        """
+        input_data = context.get('input_data', {})
+        org_id = input_data.get('org_id', 'default') or 'default'
+        customer_id = input_data.get('customer_id') or context.get('execution_id') or 'unknown'
+        task_id = context.get('execution_id') or input_data.get('task_id') or 'unknown_task'
+        team_id = input_data.get('team_id')
+        team_name = input_data.get('team_name')
+        language = input_data.get('language')
+        customer_name = input_data.get('customer_name')
+        staff_name = input_data.get('staff_name')
+        interaction_type = input_data.get('interaction_type', 'follow_up')
+        follow_up_iteration = input_data.get('current_follow_up_time') or 1
+        reminder_room = self.config.get('reminder_room_id') or input_data.get('reminder_room_id')
+        draft_id = draft.get('draft_id') or 'unknown_draft'
+        product_name = draft.get('product_name') or input_data.get('product_name')
+
+        customextra = {
+            'reminder_content': 'follow_up',
+            'org_id': org_id,
+            'customer_id': customer_id,
+            'task_id': task_id,
+            'customer_name': customer_name,
+            'language': language,
+            'recipient_address': recipient_address,
+            'recipient_name': recipient_name,
+            'staff_name': staff_name,
+            'team_id': team_id,
+            'team_name': team_name,
+            'interaction_type': interaction_type,
+            'action_status': 'scheduled',
+            'current_follow_up_time': follow_up_iteration,
+            'draft_id': draft_id,
+            'import_uuid': f"{org_id}_{customer_id}_{task_id}_{draft_id}"
+        }
+
+        if product_name:
+            customextra['product_name'] = product_name
+        if draft.get('approach'):
+            customextra['approach'] = draft.get('approach')
+        if draft.get('mail_tone'):
+            customextra['mail_tone'] = draft.get('mail_tone')
+        if draft.get('message_type'):
+            customextra['message_type'] = draft.get('message_type')
+
+        return {
+            'status': 'published',
+            'task': f"FuseSell follow-up {org_id}_{customer_id} - {task_id}",
+            'tags': ['fusesell', 'follow-up'],
+            'room_id': reminder_room,
+            'org_id': org_id,
+            'customer_id': customer_id,
+            'task_id': task_id,
+            'team_id': team_id,
+            'team_name': team_name,
+            'language': language,
+            'customer_name': customer_name,
+            'staff_name': staff_name,
+            'customextra': customextra
+        }
    # Data access methods (similar to initial outreach)
     def _get_customer_data(self, context: Dict[str, Any]) -> Dict[str, Any]:
         """Get customer data from previous stages or input."""

{fusesell-1.2.4 → fusesell-1.2.6}/fusesell_local/stages/initial_outreach.py

@@ -102,23 +102,32 @@ class InitialOutreachStage(BaseStage):
         # Generate multiple email drafts
         email_drafts = self._generate_email_drafts(customer_data, recommended_product, scoring_data, context)
         
-        # Save drafts to local files and database
-        saved_drafts = self._save_email_drafts(context, email_drafts)
-        
-        # Prepare final output
-        outreach_data = {
-            'action': 'draft_write',
-            'status': 'drafts_generated',
+        # Save drafts to local files and database
+        saved_drafts = self._save_email_drafts(context, email_drafts)
+
+        schedule_summary = self._schedule_initial_reminder_for_drafts(
+            saved_drafts,
+            customer_data,
+            context
+        )
+        
+        # Prepare final output
+        outreach_data = {
+            'action': 'draft_write',
+            'status': 'drafts_generated',
             'email_drafts': saved_drafts,
             'recommended_product': recommended_product,
             'customer_summary': self._create_customer_summary(customer_data),
             'total_drafts_generated': len(saved_drafts),
-            'generation_timestamp': datetime.now().isoformat(),
-            'customer_id': context.get('execution_id')
-        }
-        
-        # Save to database
-        self.save_stage_result(context, outreach_data)
+            'generation_timestamp': datetime.now().isoformat(),
+            'customer_id': context.get('execution_id')
+        }
+
+        if schedule_summary:
+            outreach_data['reminder_schedule'] = schedule_summary
+        
+        # Save to database
+        self.save_stage_result(context, outreach_data)
         
         result = self.create_success_result(outreach_data, context)
         return result
@@ -250,23 +259,30 @@ class InitialOutreachStage(BaseStage):
             
             input_data = context.get('input_data', {})
             
-            # Initialize event scheduler
-            scheduler = EventScheduler(self.config.get('data_dir', './fusesell_data'))
-            
-            # Check if immediate sending is requested
-            send_immediately = input_data.get('send_immediately', False)
-            
-            # Schedule the email event
-            schedule_result = scheduler.schedule_email_event(
-                draft_id=draft.get('draft_id'),
-                recipient_address=recipient_address,
-                recipient_name=recipient_name,
-                org_id=input_data.get('org_id', 'default'),
-                team_id=input_data.get('team_id'),
-                customer_timezone=input_data.get('customer_timezone'),
-                email_type='initial',
-                send_immediately=send_immediately
-            )
+            # Initialize event scheduler
+            scheduler = EventScheduler(self.config.get('data_dir', './fusesell_data'))
+            
+            # Check if immediate sending is requested
+            send_immediately = input_data.get('send_immediately', False)
+            reminder_context = self._build_initial_reminder_context(
+                draft,
+                recipient_address,
+                recipient_name,
+                context
+            )
+            
+            # Schedule the email event
+            schedule_result = scheduler.schedule_email_event(
+                draft_id=draft.get('draft_id'),
+                recipient_address=recipient_address,
+                recipient_name=recipient_name,
+                org_id=input_data.get('org_id', 'default'),
+                team_id=input_data.get('team_id'),
+                customer_timezone=input_data.get('customer_timezone'),
+                email_type='initial',
+                send_immediately=send_immediately,
+                reminder_context=reminder_context
+            )
             
             if schedule_result['success']:
                 self.logger.info(f"Email event scheduled successfully: {schedule_result['event_id']} for {schedule_result['scheduled_time']}")
@@ -287,18 +303,184 @@ class InitialOutreachStage(BaseStage):
                 }
                 
         except Exception as e:
-            self.logger.error(f"Email scheduling failed: {str(e)}")
-            return {
-                'success': False,
-                'message': f'Email scheduling failed: {str(e)}',
-                'error': str(e)
-            }
-
-    def _handle_close(self, context: Dict[str, Any]) -> Dict[str, Any]:
-        """
-        Handle close action - Close outreach when customer feels negative.
-        
-        Args:
+            self.logger.error(f"Email scheduling failed: {str(e)}")
+            return {
+                'success': False,
+                'message': f'Email scheduling failed: {str(e)}',
+                'error': str(e)
+            }
+
+    def _build_initial_reminder_context(
+        self,
+        draft: Dict[str, Any],
+        recipient_address: str,
+        recipient_name: str,
+        context: Dict[str, Any]
+    ) -> Dict[str, Any]:
+        """
+        Build reminder_task metadata for scheduled initial outreach emails.
+        """
+        input_data = context.get('input_data', {})
+        org_id = input_data.get('org_id', 'default') or 'default'
+        customer_id = input_data.get('customer_id') or context.get('execution_id') or 'unknown'
+        task_id = context.get('execution_id') or input_data.get('task_id') or 'unknown_task'
+        team_id = input_data.get('team_id')
+        team_name = input_data.get('team_name')
+        language = input_data.get('language')
+        customer_name = input_data.get('customer_name')
+        staff_name = input_data.get('staff_name')
+        reminder_room = self.config.get('reminder_room_id') or input_data.get('reminder_room_id')
+        draft_id = draft.get('draft_id') or 'unknown_draft'
+
+        customextra = {
+            'reminder_content': 'draft_send',
+            'org_id': org_id,
+            'customer_id': customer_id,
+            'task_id': task_id,
+            'customer_name': customer_name,
+            'language': language,
+            'recipient_address': recipient_address,
+            'recipient_name': recipient_name,
+            'staff_name': staff_name,
+            'team_id': team_id,
+            'team_name': team_name,
+            'interaction_type': input_data.get('interaction_type'),
+            'draft_id': draft_id,
+            'import_uuid': f"{org_id}_{customer_id}_{task_id}_{draft_id}"
+        }
+
+        if draft.get('product_name'):
+            customextra['product_name'] = draft.get('product_name')
+        if draft.get('approach'):
+            customextra['approach'] = draft.get('approach')
+        if draft.get('mail_tone'):
+            customextra['mail_tone'] = draft.get('mail_tone')
+
+        return {
+            'status': 'published',
+            'task': f"FuseSell initial outreach {org_id}_{customer_id} - {task_id}",
+            'tags': ['fusesell', 'init-outreach'],
+            'room_id': reminder_room,
+            'org_id': org_id,
+            'customer_id': customer_id,
+            'task_id': task_id,
+            'team_id': team_id,
+            'team_name': team_name,
+            'language': language,
+            'customer_name': customer_name,
+            'staff_name': staff_name,
+            'customextra': customextra
+        }
+
+    def _schedule_initial_reminder_for_drafts(
+        self,
+        drafts: List[Dict[str, Any]],
+        customer_data: Dict[str, Any],
+        context: Dict[str, Any]
+    ) -> Optional[Dict[str, Any]]:
+        """
+        Schedule reminder_task row for the highest-ranked draft after draft generation.
+
+        Mirrors the server-side behaviour where schedule_auto_run seeds reminder_task
+        so RealTimeX automations can pick up pending outreach immediately.
+        """
+        if not drafts:
+            return None
+
+        input_data = context.get('input_data', {})
+
+        if input_data.get('send_immediately'):
+            self.logger.debug("Skipping reminder scheduling because send_immediately is True")
+            return None
+
+        contact_info = customer_data.get('primaryContact', {}) or {}
+
+        recipient_address = (
+            input_data.get('recipient_address')
+            or contact_info.get('email')
+            or contact_info.get('emailAddress')
+        )
+        if not recipient_address:
+            self.logger.info("Skipping reminder scheduling: recipient email not available")
+            return None
+
+        recipient_name = (
+            input_data.get('recipient_name')
+            or contact_info.get('name')
+            or contact_info.get('fullName')
+            or ''
+        )
+
+        def _draft_sort_key(draft: Dict[str, Any]) -> tuple[int, float]:
+            priority = draft.get('priority_order')
+            if not isinstance(priority, int):
+                priority = 999
+            personalization = draft.get('personalization_score', 0)
+            try:
+                personalization_value = float(personalization)
+            except (TypeError, ValueError):
+                personalization_value = 0.0
+            return (priority, -personalization_value)
+
+        ordered_drafts = sorted(drafts, key=_draft_sort_key)
+        if not ordered_drafts:
+            return None
+
+        top_draft = ordered_drafts[0]
+
+        try:
+            from ..utils.event_scheduler import EventScheduler
+            scheduler = EventScheduler(self.config.get('data_dir', './fusesell_data'))
+        except Exception as exc:
+            self.logger.warning(
+                "Failed to initialise EventScheduler for reminder scheduling: %s",
+                exc
+            )
+            return {'success': False, 'error': str(exc)}
+
+        reminder_context = self._build_initial_reminder_context(
+            top_draft,
+            recipient_address,
+            recipient_name,
+            context
+        )
+
+        try:
+            schedule_result = scheduler.schedule_email_event(
+                draft_id=top_draft.get('draft_id'),
+                recipient_address=recipient_address,
+                recipient_name=recipient_name,
+                org_id=input_data.get('org_id') or self.config.get('org_id', 'default'),
+                team_id=input_data.get('team_id') or self.config.get('team_id'),
+                customer_timezone=input_data.get('customer_timezone'),
+                email_type='initial',
+                send_immediately=False,
+                reminder_context=reminder_context
+            )
+        except Exception as exc:
+            self.logger.error(f"Initial reminder scheduling failed: {exc}")
+            return {'success': False, 'error': str(exc)}
+
+        if schedule_result.get('success'):
+            self.logger.info(
+                "Scheduled initial outreach reminder %s for draft %s",
+                schedule_result.get('reminder_task_id'),
+                top_draft.get('draft_id')
+            )
+        else:
+            self.logger.warning(
+                "Reminder scheduling returned failure for draft %s: %s",
+                top_draft.get('draft_id'),
+                schedule_result.get('error')
+            )
+
+        return schedule_result
+
+    def _handle_close(self, context: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Handle close action - Close outreach when customer feels negative.
+        
+        Args:
             context: Execution context
             
         Returns: