fusesell 1.2.7__tar.gz → 1.2.8__tar.gz

{fusesell-1.2.7 → fusesell-1.2.8}/CHANGELOG.md

@@ -2,6 +2,15 @@
 
 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

{fusesell-1.2.7/fusesell.egg-info → fusesell-1.2.8}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.7
+Version: 1.2.8
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.7 → fusesell-1.2.8/fusesell.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.7
+Version: 1.2.8
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.7 → fusesell-1.2.8}/fusesell_local/__init__.py

@@ -32,6 +32,6 @@ __all__ = [
     "validate_config",
 ]
 
-__version__ = "1.2.7"
+__version__ = "1.2.8"
 __author__ = "FuseSell Team"
 __description__ = "Local implementation of FuseSell AI sales automation pipeline"

{fusesell-1.2.7 → 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)
 
@@ -624,16 +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,
@@ -1000,12 +1031,51 @@ class InitialOutreachStage(BaseStage):
                 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:
-            return ''
-        parts = full_name.strip().split()
-        return parts[-1] if parts else full_name
+
+    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:
@@ -1102,9 +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-1.2.7 → fusesell-1.2.8}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "fusesell"
-version = "1.2.7"
+version = "1.2.8"
 description = "Local implementation of FuseSell AI sales automation pipeline"
 readme = "README.md"
 license = "MIT"