fusesell 1.2.5__py3-none-any.whl → 1.2.7__py3-none-any.whl

{fusesell-1.2.5.dist-info → fusesell-1.2.7.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.5
+Version: 1.2.7
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.5.dist-info → fusesell-1.2.7.dist-info}/RECORD

@@ -1,9 +1,9 @@
 fusesell.py,sha256=t5PjkhWEJGINp4k517u0EX0ge7lzuHOUHHro-BE1mGk,596
-fusesell-1.2.5.dist-info/licenses/LICENSE,sha256=GDz1ZoC4lB0kwjERpzqc_OdA_awYVso2aBnUH-ErW_w,1070
-fusesell_local/__init__.py,sha256=_0lDJ4-RcAmyLE81anufpib0EESnvDjc_Q2-IK_xefg,966
+fusesell-1.2.7.dist-info/licenses/LICENSE,sha256=GDz1ZoC4lB0kwjERpzqc_OdA_awYVso2aBnUH-ErW_w,1070
+fusesell_local/__init__.py,sha256=8U1jX2uHDz_7rJeLg7NGKJGJum7I8VK-RwZCtXxRVrs,966
 fusesell_local/api.py,sha256=AcPune5YJdgi7nsMeusCUqc49z5UiycsQb6n3yiV_No,10839
 fusesell_local/cli.py,sha256=MYnVxuEf5KTR4VcO3sc-VtP9NkWlSixJsYfOWST2Ds0,65859
-fusesell_local/pipeline.py,sha256=zhAy8dtfcfjmRFqW9Dxr5fCGuxqvejFrIrJFw7s7hVU,39664
+fusesell_local/pipeline.py,sha256=RMF_kgwNEc1ka8-CDJyzIOTSo8PGtR_zPKAgRevhlNo,39913
 fusesell_local/config/__init__.py,sha256=0ErO7QiSDqKn-LHcjIRdLZzh5QaRTkRsIlwfgpkkDz8,209
 fusesell_local/config/prompts.py,sha256=5O3Y2v3GCi9d9FEyR6Ekc1UXVq2TcZp3Rrspvx4bkac,10164
 fusesell_local/config/settings.py,sha256=rbjGPLQTFFr7DiWrPnZDFaOSNsdEMMYFx6pn7b13xGs,10743
@@ -12,7 +12,7 @@ fusesell_local/stages/base_stage.py,sha256=ldo5xuHZto7ceEg3i_3rxAx0xPccK4n2jaxEJ
 fusesell_local/stages/data_acquisition.py,sha256=Td3mwakJRoEYbi3od4v2ZzKOHLgLSgccZVxH3ezs1_4,71081
 fusesell_local/stages/data_preparation.py,sha256=XWLg9b1w2NrMxLcrWDqB95mRmLQmVIMXpKNaBNr98TQ,52751
 fusesell_local/stages/follow_up.py,sha256=H9Xek6EoIbHrerQvGTRswXDNFH6zq71DcRxxj0zpo2g,77747
-fusesell_local/stages/initial_outreach.py,sha256=Y-WLtIGAg6nRlrCIs91l22giRrraOF6AGc1RlMDNqAM,110236
+fusesell_local/stages/initial_outreach.py,sha256=U6KHZIpr7d-W3x65z9XVm0gKL88SaVR47-_cQq3f-dc,117170
 fusesell_local/stages/lead_scoring.py,sha256=ir3l849eMGrGLf0OYUcmA1F3FwyYhAplS4niU3R2GRY,60658
 fusesell_local/tests/conftest.py,sha256=TWUtlP6cNPVOYkTPz-j9BzS_KnXdPWy8D-ObPLHvXYs,366
 fusesell_local/tests/test_api.py,sha256=763rUVb5pAuAQOovug6Ka0T9eGK8-WVOC_J08M7TETo,1827
@@ -22,14 +22,14 @@ fusesell_local/tests/test_data_manager_sales_process.py,sha256=NbwxQ9oBKCZfrkRQY
 fusesell_local/tests/test_data_manager_teams.py,sha256=kjk4V4r9ja4EVREIiQMxkuZd470SSwRHJAvpHln9KO4,4578
 fusesell_local/utils/__init__.py,sha256=TVemlo0wpckhNUxP3a1Tky3ekswy8JdIHaXBlkKXKBQ,330
 fusesell_local/utils/birthday_email_manager.py,sha256=NKLoUyzPedyhewZPma21SOoU8p9wPquehloer7TRA9U,20478
-fusesell_local/utils/data_manager.py,sha256=iG22AHat7rdz_tuhALagOCeHRVaBym6sl041ovVBlw0,185719
+fusesell_local/utils/data_manager.py,sha256=60CLOVkVB76AQx1wQyja0PFmA1t-YJITiGNni14IPOs,188449
 fusesell_local/utils/event_scheduler.py,sha256=YwWIdkvRdWFdDLX-sepI5AXJOhEIullIclpk9njvZAA,38577
 fusesell_local/utils/llm_client.py,sha256=FVc25UlGt6hro7h5Iw7PHSXY3E3_67Xc-SUbHuMSRs0,10437
 fusesell_local/utils/logger.py,sha256=sWlV8Tjyz_Z8J4zXKOnNalh8_iD6ytfrwPZpD-wcEOs,6259
 fusesell_local/utils/timezone_detector.py,sha256=0cAE4c8ZXqCA8AvxRKm6PrFKmAmsbq3HOHR6w-mW3KQ,39997
 fusesell_local/utils/validators.py,sha256=Z1VzeoxFsnuzlIA_ZaMWoy-0Cgyqupd47kIdljlMDbs,15438
-fusesell-1.2.5.dist-info/METADATA,sha256=3tPP66Wc1jK9LWT3Bi6_rpK7rg1nxZ-yiSZ7ad2l1V4,35074
-fusesell-1.2.5.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-fusesell-1.2.5.dist-info/entry_points.txt,sha256=Vqek7tbiX7iF4rQkCRBZvT5WrB0HUduqKTsI2ZjhsXo,53
-fusesell-1.2.5.dist-info/top_level.txt,sha256=VP9y1K6DEq6gNq2UgLd7ChujxViF6OzeAVCK7IUBXPA,24
-fusesell-1.2.5.dist-info/RECORD,,
+fusesell-1.2.7.dist-info/METADATA,sha256=uHVe8upgxtCHgruhMvflhXpBfUpi5DD2eeDR4g9JPU8,35074
+fusesell-1.2.7.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+fusesell-1.2.7.dist-info/entry_points.txt,sha256=Vqek7tbiX7iF4rQkCRBZvT5WrB0HUduqKTsI2ZjhsXo,53
+fusesell-1.2.7.dist-info/top_level.txt,sha256=VP9y1K6DEq6gNq2UgLd7ChujxViF6OzeAVCK7IUBXPA,24
+fusesell-1.2.7.dist-info/RECORD,,

fusesell_local/__init__.py

@@ -32,6 +32,6 @@ __all__ = [
     "validate_config",
 ]
 
-__version__ = "1.2.5"
+__version__ = "1.2.7"
 __author__ = "FuseSell Team"
 __description__ = "Local implementation of FuseSell AI sales automation pipeline"

fusesell_local/pipeline.py

@@ -377,15 +377,16 @@ class FuseSellPipeline:
         return {
             'org_id': self.config['org_id'],
             'org_name': self.config['org_name'],
-            'team_id': self.config.get('team_id'),
-            'team_name': self.config.get('team_name'),
-            'project_code': self.config.get('project_code'),
-            'staff_name': self.config.get('staff_name', 'Sales Team'),
-            'language': self.config.get('language', 'english'),
-            # Data sources (matching executor schema)
-            'input_website': self.config.get('input_website', ''),
-            'input_description': self.config.get('input_description', ''),
-            'input_business_card': self.config.get('input_business_card', ''),
+            'team_id': self.config.get('team_id'),
+            'team_name': self.config.get('team_name'),
+            'project_code': self.config.get('project_code'),
+            'staff_name': self.config.get('staff_name', 'Sales Team'),
+            'customer_name': self.config.get('customer_name', ''),
+            'language': self.config.get('language', 'english'),
+            # Data sources (matching executor schema)
+            'input_website': self.config.get('input_website', ''),
+            'input_description': self.config.get('input_description', ''),
+            'input_business_card': self.config.get('input_business_card', ''),
             'input_linkedin_url': self.config.get('input_linkedin_url', ''),
             'input_facebook_url': self.config.get('input_facebook_url', ''),
             'input_freetext': self.config.get('input_freetext', ''),
@@ -396,10 +397,11 @@ class FuseSellPipeline:
             
             # Action and continuation fields (for server executor compatibility)
             'action': self.config.get('action', 'draft_write'),
-            'selected_draft_id': self.config.get('selected_draft_id', ''),
-            'reason': self.config.get('reason', ''),
+            'selected_draft_id': self.config.get('selected_draft_id', ''),
+            'reason': self.config.get('reason', ''),
             'recipient_address': self.config.get('recipient_address', ''),
             'recipient_name': self.config.get('recipient_name', ''),
+            'customer_email': self.config.get('customer_email', ''),
             'interaction_type': self.config.get('interaction_type', 'email'),
             'human_action_id': self.config.get('human_action_id', ''),
 
@@ -600,14 +602,16 @@ class FuseSellPipeline:
             if result.get('status') == 'success':
                 data = result.get('data', {})
                 
-                if stage_name == 'data_preparation':
-                    customer_data = data
-                elif stage_name == 'lead_scoring':
-                    lead_scores = data.get('scores', [])
-                elif stage_name == 'initial_outreach':
-                    email_drafts.extend(data.get('drafts', []))
-                elif stage_name == 'follow_up':
-                    email_drafts.extend(data.get('drafts', []))
+                if stage_name == 'data_preparation':
+                    customer_data = data
+                elif stage_name == 'lead_scoring':
+                    lead_scores = data.get('scores', [])
+                elif stage_name == 'initial_outreach':
+                    drafts = data.get('drafts') or data.get('email_drafts') or []
+                    email_drafts.extend(drafts)
+                elif stage_name == 'follow_up':
+                    drafts = data.get('drafts') or data.get('email_drafts') or []
+                    email_drafts.extend(drafts)
         
         # Generate performance analytics
         performance_analytics = self._generate_performance_analytics(duration)

fusesell_local/stages/initial_outreach.py

@@ -102,23 +102,33 @@ 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',
-            '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)
+        # 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,
+            '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')
+        }
+
+        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
@@ -318,8 +328,8 @@ class InitialOutreachStage(BaseStage):
         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')
+        customer_name = input_data.get('customer_name') or input_data.get('recipient_name')
+        staff_name = input_data.get('staff_name') or self.config.get('staff_name') or 'Sales Team'
         reminder_room = self.config.get('reminder_room_id') or input_data.get('reminder_room_id')
         draft_id = draft.get('draft_id') or 'unknown_draft'
 
@@ -346,6 +356,8 @@ class InitialOutreachStage(BaseStage):
             customextra['approach'] = draft.get('approach')
         if draft.get('mail_tone'):
             customextra['mail_tone'] = draft.get('mail_tone')
+        if recipient_address and 'customer_email' not in customextra:
+            customextra['customer_email'] = recipient_address
 
         return {
             'status': 'published',
@@ -359,10 +371,124 @@ class InitialOutreachStage(BaseStage):
             'team_name': team_name,
             'language': language,
             'customer_name': customer_name,
+            'customer_email': recipient_address,
             '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 {}
+        stage_results = context.get('stage_results', {}) or {}
+        data_acquisition = {}
+        if isinstance(stage_results, dict):
+            data_acquisition = stage_results.get('data_acquisition', {}).get('data', {}) or {}
+
+        recipient_address = (
+            input_data.get('recipient_address')
+            or contact_info.get('email')
+            or contact_info.get('emailAddress')
+            or data_acquisition.get('customer_email')
+            or data_acquisition.get('contact_email')
+            or input_data.get('customer_email')
+        )
+        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 data_acquisition.get('contact_name')
+            or data_acquisition.get('customer_name')
+            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.
@@ -706,46 +832,80 @@ class InitialOutreachStage(BaseStage):
 
     def _build_prompt_replacements(self, customer_data: Dict[str, Any], recommended_product: Dict[str, Any], scoring_data: Dict[str, Any], context: Dict[str, Any]) -> Dict[str, str]:
         input_data = context.get('input_data', {})
-        company_info = customer_data.get('companyInfo', {}) or {}
-        contact_info = customer_data.get('primaryContact', {}) or {}
-        language = input_data.get('language') or company_info.get('language') or 'English'
-        contact_name = contact_info.get('name') or input_data.get('customer_name') or input_data.get('recipient_name') or 'there'
-        company_name = company_info.get('name') or input_data.get('company_name') or 'the company'
-        staff_name = input_data.get('staff_name') or input_data.get('sender_name') or 'Sales Team'
-        org_name = input_data.get('org_name') or 'Our Company'
-        selected_product_name = recommended_product.get('product_name') if recommended_product else None
-
-        action = input_data.get('action', 'draft_write')
-        action_labels = {
-            'draft_write': 'email drafts',
-            'draft_rewrite': 'email rewrites',
+        company_info = customer_data.get('companyInfo', {}) or {}
+        contact_info = dict(customer_data.get('primaryContact', {}) or {})
+        stage_results = context.get('stage_results', {}) or {}
+        data_acquisition = {}
+        if isinstance(stage_results, dict):
+            data_acquisition = stage_results.get('data_acquisition', {}).get('data', {}) or {}
+        if not contact_info.get('name'):
+            fallback_contact_name = (
+                data_acquisition.get('contact_name')
+                or data_acquisition.get('customer_contact')
+                or input_data.get('recipient_name')
+                or input_data.get('customer_name')
+            )
+            if fallback_contact_name:
+                contact_info['name'] = fallback_contact_name
+        if not contact_info.get('email'):
+            fallback_email = (
+                data_acquisition.get('customer_email')
+                or data_acquisition.get('contact_email')
+                or input_data.get('recipient_address')
+                or input_data.get('customer_email')
+            )
+            if fallback_email:
+                contact_info['email'] = fallback_email
+        customer_data = dict(customer_data)
+        customer_data['primaryContact'] = contact_info
+        language = input_data.get('language') or company_info.get('language') or 'English'
+        contact_name = contact_info.get('name') or input_data.get('customer_name') or input_data.get('recipient_name') or 'there'
+        company_name = company_info.get('name') or input_data.get('company_name') or 'the company'
+        staff_name = input_data.get('staff_name') or input_data.get('sender_name') or 'Sales Team'
+        org_name = input_data.get('org_name') or 'Our Company'
+        selected_product_name = recommended_product.get('product_name') if recommended_product else None
+        language_lower = language.lower() if isinstance(language, str) else ''
+        name_parts = contact_name.split() if isinstance(contact_name, str) else []
+        if name_parts:
+            if language_lower in ('vietnamese', 'vi'):
+                first_name = name_parts[-1]
+            else:
+                first_name = name_parts[0]
+        else:
+            first_name = contact_name or ''
+
+        action = input_data.get('action', 'draft_write')
+        action_labels = {
+            'draft_write': 'email drafts',
+            'draft_rewrite': 'email rewrites',
             'send': 'email sends',
             'close': 'email workflow'
         }
         action_type = action_labels.get(action, action.replace('_', ' '))
 
-        company_summary = self._build_company_info_summary(
-            company_info,
-            contact_info,
-            customer_data.get('painPoints', []),
-            scoring_data
-        )
-        product_summary = self._build_product_info_summary(recommended_product)
-        first_name_guide = self._build_first_name_guide(language, contact_name)
-
-        replacements = {
-            '##action_type##': action_type,
-            '##language##': language.title() if isinstance(language, str) else 'English',
-            '##customer_name##': contact_name,
+        company_summary = self._build_company_info_summary(
+            company_info,
+            contact_info,
+            customer_data.get('painPoints', []),
+            scoring_data
+        )
+        product_summary = self._build_product_info_summary(recommended_product)
+        first_name_guide = self._build_first_name_guide(language, contact_name)
+
+        replacements = {
+            '##action_type##': action_type,
+            '##language##': language.title() if isinstance(language, str) else 'English',
+            '##customer_name##': contact_name,
             '##company_name##': company_name,
-            '##staff_name##': staff_name,
-            '##org_name##': org_name,
-            '##first_name_guide##': first_name_guide,
-            '##selected_product##': selected_product_name or 'our solution',
-            '##company_info##': company_summary,
-            '##selected_product_info##': product_summary
-        }
-
+            '##staff_name##': staff_name,
+            '##org_name##': org_name,
+            '##first_name_guide##': first_name_guide,
+            '##customer_first_name##': first_name or contact_name,
+            '##selected_product##': selected_product_name or 'our solution',
+            '##company_info##': company_summary,
+            '##selected_product_info##': product_summary
+        }
+
         return {key: (value if value is not None else '') for key, value in replacements.items()}
 
     def _build_company_info_summary(self, company_info: Dict[str, Any], contact_info: Dict[str, Any], pain_points: List[Dict[str, Any]], scoring_data: Dict[str, Any]) -> str:
@@ -819,20 +979,27 @@ class InitialOutreachStage(BaseStage):
         summary = "\n".join(lines).strip()
         return summary or 'Product details unavailable.'
 
-    def _build_first_name_guide(self, language: str, contact_name: str) -> str:
-        if not language:
-            return ''
-
-        language_lower = language.lower()
-        if language_lower in ('vietnamese', 'vi'):
-            if not contact_name or contact_name.lower() == 'a person':
-                return "If the recipient's name is unknown, use `anh/chi` in the greeting."
-            first_name = self._extract_first_name(contact_name)
-            if first_name:
-                return f"For Vietnamese recipients, use `anh/chi {first_name}` in the greeting to keep it respectful."
-            return "For Vietnamese recipients, use `anh/chi` followed by the recipient's first name in the greeting."
-
-        return ''
+    def _build_first_name_guide(self, language: str, contact_name: str) -> str:
+        if not language:
+            return ''
+
+        language_lower = language.lower()
+        name_parts = contact_name.split() if contact_name else []
+        if language_lower in ('vietnamese', 'vi'):
+            if not contact_name or contact_name.lower() == 'a person':
+                return "If the recipient's name is unknown, use `anh/chi` in the greeting."
+            vn_name = name_parts[-1] if name_parts else contact_name
+            if vn_name:
+                return f"For Vietnamese recipients, use `anh/chi {vn_name}` in the greeting to keep it respectful. Do not use placeholders or omit the honorific."
+            return "For Vietnamese recipients, use `anh/chi` followed by the recipient's first name in the greeting."
+
+        if name_parts:
+            en_name = name_parts[0]
+            return (
+                f'Use only the recipient\'s first name "{en_name}" in the greeting. '
+                f'Start with "Hi {en_name}," or "Hello {en_name}," and do not use the surname or placeholders.'
+            )
+        return 'If the recipient name is unknown, use a neutral greeting like "Hi there," without placeholders.'
 
     def _extract_first_name(self, full_name: str) -> str:
         if not full_name:

fusesell_local/utils/data_manager.py

@@ -3,14 +3,15 @@ Local Data Manager for FuseSell Local Implementation
 Handles SQLite database operations and local file management
 """
 
-import sqlite3
+import sqlite3
 import json
 import os
 import uuid
+import shutil
 from typing import Dict, Any, List, Optional, Sequence, Union
-from datetime import datetime
-import logging
-from pathlib import Path
+from datetime import datetime
+import logging
+from pathlib import Path
 
 
 class LocalDataManager:
@@ -69,10 +70,72 @@ class LocalDataManager:
         # Initialize database with optimization check
         self._init_database_optimized()
 
-    def _create_directories(self) -> None:
-        """Create necessary directories for data storage."""
-        for directory in [self.data_dir, self.config_dir, self.drafts_dir, self.logs_dir]:
-            directory.mkdir(parents=True, exist_ok=True)
+    def _create_directories(self) -> None:
+        """Create necessary directories for data storage."""
+        for directory in [self.data_dir, self.config_dir, self.drafts_dir, self.logs_dir]:
+            directory.mkdir(parents=True, exist_ok=True)
+        self._ensure_default_config_files()
+
+    def _ensure_default_config_files(self) -> None:
+        """
+        Copy bundled configuration defaults into the writable data directory when missing.
+
+        Ensures first-run executions always have the same baseline prompts, scoring criteria,
+        and email templates as the packaged FuseSell server flows.
+        """
+        try:
+            package_config_dir = Path(__file__).resolve().parents[2] / "fusesell_data" / "config"
+        except Exception as exc:
+            self.logger.debug(f"Unable to resolve packaged config directory: {exc}")
+            return
+
+        if not package_config_dir.exists():
+            self.logger.debug("Packaged config directory not found; skipping default config seeding")
+            return
+
+        default_files = [
+            "prompts.json",
+            "scoring_criteria.json",
+            "email_templates.json",
+        ]
+
+        for filename in default_files:
+            target = self.config_dir / filename
+            if target.exists():
+                continue
+
+            source = package_config_dir / filename
+            if not source.exists():
+                self.logger.debug(f"Packaged default {filename} not found; skipping seed")
+                continue
+
+            try:
+                shutil.copyfile(source, target)
+                self.logger.info(f"Seeded default configuration file: {filename}")
+            except Exception as exc:
+                self.logger.warning(f"Failed to seed default configuration {filename}: {exc}")
+
+    def _load_packaged_config_file(self, filename: str) -> Dict[str, Any]:
+        """
+        Load a configuration JSON file bundled with the package as a fallback.
+
+        Args:
+            filename: Name of the configuration file to load.
+
+        Returns:
+            Parsed configuration dictionary or empty dict on failure.
+        """
+        try:
+            package_config_dir = Path(__file__).resolve().parents[2] / "fusesell_data" / "config"
+            path = package_config_dir / filename
+            if not path.exists():
+                return {}
+
+            with path.open("r", encoding="utf-8") as handle:
+                return json.load(handle)
+        except Exception as exc:
+            self.logger.debug(f"Failed to load packaged config {filename}: {exc}")
+            return {}
 
     def _init_database_optimized(self) -> None:
         """
@@ -1050,56 +1113,71 @@ class LocalDataManager:
             self.logger.error(f"Failed to get stage results: {str(e)}")
             raise
 
-    def load_prompts(self) -> Dict[str, Any]:
-        """
-        Load prompt templates from configuration.
-
-        Returns:
-            Dictionary of prompt templates
-        """
-        try:
-            prompts_file = self.config_dir / "prompts.json"
-            if prompts_file.exists():
-                with open(prompts_file, 'r', encoding='utf-8') as f:
-                    return json.load(f)
-            return {}
-        except Exception as e:
-            self.logger.error(f"Failed to load prompts: {str(e)}")
-            return {}
-
-    def load_scoring_criteria(self) -> Dict[str, Any]:
+    def load_prompts(self) -> Dict[str, Any]:
+        """
+        Load prompt templates from configuration.
+
+        Returns:
+            Dictionary of prompt templates
+        """
+        try:
+            prompts_file = self.config_dir / "prompts.json"
+            if prompts_file.exists():
+                with open(prompts_file, 'r', encoding='utf-8') as f:
+                    return json.load(f)
+
+            packaged = self._load_packaged_config_file("prompts.json")
+            if packaged:
+                return packaged
+
+            return {}
+        except Exception as e:
+            self.logger.error(f"Failed to load prompts: {str(e)}")
+            return {}
+
+    def load_scoring_criteria(self) -> Dict[str, Any]:
         """
         Load scoring criteria configuration.
 
-        Returns:
-            Dictionary of scoring criteria
-        """
-        try:
-            criteria_file = self.config_dir / "scoring_criteria.json"
-            if criteria_file.exists():
-                with open(criteria_file, 'r', encoding='utf-8') as f:
-                    return json.load(f)
-            return {}
-        except Exception as e:
-            self.logger.error(f"Failed to load scoring criteria: {str(e)}")
-            return {}
-
-    def load_email_templates(self) -> Dict[str, Any]:
+        Returns:
+            Dictionary of scoring criteria
+        """
+        try:
+            criteria_file = self.config_dir / "scoring_criteria.json"
+            if criteria_file.exists():
+                with open(criteria_file, 'r', encoding='utf-8') as f:
+                    return json.load(f)
+
+            packaged = self._load_packaged_config_file("scoring_criteria.json")
+            if packaged:
+                return packaged
+
+            return {}
+        except Exception as e:
+            self.logger.error(f"Failed to load scoring criteria: {str(e)}")
+            return {}
+
+    def load_email_templates(self) -> Dict[str, Any]:
         """
         Load email templates configuration.
 
-        Returns:
-            Dictionary of email templates
-        """
-        try:
-            templates_file = self.config_dir / "email_templates.json"
-            if templates_file.exists():
-                with open(templates_file, 'r', encoding='utf-8') as f:
-                    return json.load(f)
-            return {}
-        except Exception as e:
-            self.logger.error(f"Failed to load email templates: {str(e)}")
-            return {}
+        Returns:
+            Dictionary of email templates
+        """
+        try:
+            templates_file = self.config_dir / "email_templates.json"
+            if templates_file.exists():
+                with open(templates_file, 'r', encoding='utf-8') as f:
+                    return json.load(f)
+
+            packaged = self._load_packaged_config_file("email_templates.json")
+            if packaged:
+                return packaged
+
+            return {}
+        except Exception as e:
+            self.logger.error(f"Failed to load email templates: {str(e)}")
+            return {}
 
     def _generate_customer_id(self) -> str:
         """Generate unique customer ID."""