fusesell 1.2.6__tar.gz → 1.2.8__tar.gz

{fusesell-1.2.6 → fusesell-1.2.8}/CHANGELOG.md

@@ -2,6 +2,25 @@
 
 All notable changes to FuseSell Local will be documented in this file.
 
+# [1.2.8] - 2025-10-24
+
+### Changed
+- Initial outreach resolves the primary sales rep from `gs_team_rep` and injects their identity into prompts, reminders, and draft metadata so outreach reflects real team settings.
+
+### Fixed
+- Sanitizes generated email bodies to replace or remove `[Your …]` placeholders, ensuring signatures contain actual values even when optional rep fields are missing.
+- Reminder scheduling now preserves merged contact emails so follow-up records always carry `customer_email` for downstream automations.
+
+# [1.2.7] - 2025-10-24
+
+### Changed
+- RealTimeX sales-process normalization now forwards `recipient_address`, `recipient_name`, and `customer_email` into the FuseSell pipeline so prompt generation and scheduling have complete context.
+- Default outreach prompt replacements enrich customer metadata with toolkit-derived contact details and enforce first-name greetings to match server quality.
+
+### Fixed
+- Initial outreach stage now records generated drafts in the pipeline summary, seeds reminder_task rows with toolkit credentials, and schedules follow-up events when `send_immediately` is false.
+- Prompt-based draft generation no longer skips scheduling due to missing email fields and guarantees outputs without unresolved placeholders.
+
 # [1.2.6] - 2025-10-24
 
 ### Added

{fusesell-1.2.6/fusesell.egg-info → fusesell-1.2.8}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.6
+Version: 1.2.8
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.6 → fusesell-1.2.8/fusesell.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.6
+Version: 1.2.8
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.6 → fusesell-1.2.8}/fusesell_local/__init__.py

@@ -32,6 +32,6 @@ __all__ = [
     "validate_config",
 ]
 
-__version__ = "1.2.6"
+__version__ = "1.2.8"
 __author__ = "FuseSell Team"
 __description__ = "Local implementation of FuseSell AI sales automation pipeline"

{fusesell-1.2.6 → fusesell-1.2.8}/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-1.2.6 → fusesell-1.2.8}/fusesell_local/stages/initial_outreach.py

@@ -12,13 +12,17 @@ from datetime import datetime
 from .base_stage import BaseStage
 
 
-class InitialOutreachStage(BaseStage):
-    """
-    Initial Outreach stage with full server executor schema compliance.
-    Supports: draft_write, draft_rewrite, send, close actions.
-    """
-    
-    def execute(self, context: Dict[str, Any]) -> Dict[str, Any]:
+class InitialOutreachStage(BaseStage):
+    """
+    Initial Outreach stage with full server executor schema compliance.
+    Supports: draft_write, draft_rewrite, send, close actions.
+    """
+    
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self._active_rep_profile: Dict[str, Any] = {}
+    
+    def execute(self, context: Dict[str, Any]) -> Dict[str, Any]:
         """
         Execute initial outreach stage with action-based routing (matching server executor).
         
@@ -99,9 +103,21 @@ class InitialOutreachStage(BaseStage):
         if not recommended_product:
             raise ValueError("No product recommendation available for email generation")
         
-        # Generate multiple email drafts
-        email_drafts = self._generate_email_drafts(customer_data, recommended_product, scoring_data, context)
-        
+        rep_profile = self._resolve_primary_sales_rep(context)
+        self._active_rep_profile = rep_profile or {}
+
+        try:
+            # Generate multiple email drafts
+            email_drafts = self._generate_email_drafts(
+                customer_data,
+                recommended_product,
+                scoring_data,
+                context,
+                rep_profile=self._active_rep_profile
+            )
+        finally:
+            self._active_rep_profile = {}
+        
         # Save drafts to local files and database
         saved_drafts = self._save_email_drafts(context, email_drafts)
 
@@ -115,10 +131,11 @@ class InitialOutreachStage(BaseStage):
         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),
+            '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')
         }
@@ -327,8 +344,8 @@ 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'
 
@@ -355,6 +372,8 @@ 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',
@@ -368,6 +387,7 @@ class InitialOutreachStage(BaseStage):
             'team_name': team_name,
             'language': language,
             'customer_name': customer_name,
+            'customer_email': recipient_address,
             'staff_name': staff_name,
             'customextra': customextra
         }
@@ -394,11 +414,18 @@ class InitialOutreachStage(BaseStage):
             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")
@@ -408,6 +435,8 @@ class InitialOutreachStage(BaseStage):
             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 ''
         )
 
@@ -611,16 +640,31 @@ class InitialOutreachStage(BaseStage):
             self.logger.error(f"Failed to get auto interaction config for team {team_id}: {str(e)}")
             return default_config
 
-    def _generate_email_drafts(self, customer_data: Dict[str, Any], recommended_product: Dict[str, Any], scoring_data: Dict[str, Any], context: Dict[str, Any]) -> List[Dict[str, Any]]:
-        """Generate multiple personalized email drafts using LLM."""
-        if self.is_dry_run():
-            return self._get_mock_email_drafts(customer_data, recommended_product, context)
-        
-        try:
-            input_data = context.get('input_data', {})
-            company_info = customer_data.get('companyInfo', {})
-            contact_info = customer_data.get('primaryContact', {})
-            pain_points = customer_data.get('painPoints', [])
+    def _generate_email_drafts(self, customer_data: Dict[str, Any], recommended_product: Dict[str, Any], scoring_data: Dict[str, Any], context: Dict[str, Any], rep_profile: Optional[Dict[str, Any]] = None) -> List[Dict[str, Any]]:
+        """Generate multiple personalized email drafts using LLM."""
+        if self.is_dry_run():
+            return self._get_mock_email_drafts(customer_data, recommended_product, context)
+        
+        try:
+            input_data = context.get('input_data', {})
+            rep_profile = rep_profile or {}
+            if rep_profile:
+                primary_name = rep_profile.get('name')
+                if primary_name:
+                    input_data['staff_name'] = primary_name
+                    self.config['staff_name'] = primary_name
+                if rep_profile.get('email'):
+                    input_data.setdefault('staff_email', rep_profile.get('email'))
+                if rep_profile.get('phone') or rep_profile.get('primary_phone'):
+                    input_data.setdefault('staff_phone', rep_profile.get('phone') or rep_profile.get('primary_phone'))
+                if rep_profile.get('position'):
+                    input_data.setdefault('staff_title', rep_profile.get('position'))
+                if rep_profile.get('website'):
+                    input_data.setdefault('staff_website', rep_profile.get('website'))
+
+            company_info = customer_data.get('companyInfo', {})
+            contact_info = customer_data.get('primaryContact', {})
+            pain_points = customer_data.get('painPoints', [])
 
             prompt_drafts = self._generate_email_drafts_from_prompt(
                 customer_data,
@@ -819,46 +863,80 @@ 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:
@@ -932,26 +1010,72 @@ 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 _extract_first_name(self, full_name: str) -> str:
-        if not full_name:
-            return ''
-        parts = full_name.strip().split()
-        return parts[-1] if parts else full_name
+    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 _resolve_primary_sales_rep(self, context: Dict[str, Any]) -> Dict[str, Any]:
+        team_id = context.get('input_data', {}).get('team_id') or self.config.get('team_id')
+        if not team_id:
+            return {}
+        reps = self.get_team_setting('gs_team_rep', team_id, [])
+        if not isinstance(reps, list):
+            return {}
+        for rep in reps:
+            if rep and rep.get('is_primary'):
+                return rep
+        return reps[0] if reps else {}
+
+    def _sanitize_email_body(self, html: str, staff_name: str, rep_profile: Dict[str, Any]) -> str:
+        if not html:
+            return ''
+
+        replacements = {
+            '[Your Name]': rep_profile.get('name') or staff_name,
+            '[Your Email]': rep_profile.get('email'),
+            '[Your Phone Number]': rep_profile.get('phone') or rep_profile.get('primary_phone'),
+            '[Your Phone]': rep_profile.get('phone') or rep_profile.get('primary_phone'),
+            '[Your Title]': rep_profile.get('position'),
+            '[Your LinkedIn Profile]': rep_profile.get('linkedin') or rep_profile.get('linkedin_profile'),
+            '[Your LinkedIn Profile URL]': rep_profile.get('linkedin') or rep_profile.get('linkedin_profile'),
+            '[Your Website]': rep_profile.get('website'),
+        }
+
+        for placeholder, value in replacements.items():
+            if value:
+                html = html.replace(placeholder, str(value))
+            else:
+                html = html.replace(placeholder, '')
+
+        # Remove any lingering placeholder fragments such as "[Your LinkedIn Profile"
+        html = re.sub(r'\[Your[^<\]]+\]?', '', html, flags=re.IGNORECASE)
+        # Collapse empty paragraphs created by placeholder removal
+        html = re.sub(r'(<p>\s*</p>)+', '', html, flags=re.IGNORECASE)
+        return html
+
+    def _extract_first_name(self, full_name: str) -> str:
+        if not full_name:
+            return ''
+        parts = full_name.strip().split()
+        return parts[-1] if parts else full_name
 
     def _strip_code_fences(self, text: str) -> str:
         if not text:
@@ -1048,9 +1172,12 @@ class InitialOutreachStage(BaseStage):
             tags = [tags]
         tags = [str(tag).strip() for tag in tags if str(tag).strip()]
 
-        call_to_action = self._extract_call_to_action(email_body)
-        personalization_score = self._calculate_personalization_score(email_body, customer_data)
-        message_type = entry.get('message_type') or 'Email'
+        call_to_action = self._extract_call_to_action(email_body)
+        personalization_score = self._calculate_personalization_score(email_body, customer_data)
+        message_type = entry.get('message_type') or 'Email'
+        rep_profile = getattr(self, '_active_rep_profile', {}) or {}
+        staff_name = context.get('input_data', {}).get('staff_name') or self.config.get('staff_name', 'Sales Team')
+        email_body = self._sanitize_email_body(email_body, staff_name, rep_profile)
 
         metadata = {
             'customer_company': customer_data.get('companyInfo', {}).get('name', 'Unknown'),

{fusesell-1.2.6 → fusesell-1.2.8}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "fusesell"
-version = "1.2.6"
+version = "1.2.8"
 description = "Local implementation of FuseSell AI sales automation pipeline"
 readme = "README.md"
 license = "MIT"