fusesell 1.2.7__tar.gz → 1.2.9__tar.gz

{fusesell-1.2.7 → fusesell-1.2.9}/CHANGELOG.md

@@ -2,6 +2,26 @@
 
 All notable changes to FuseSell Local will be documented in this file.
 
+# [1.2.9] - 2025-10-24
+
+### Changed
+- Primary sales rep metadata from gs_team_rep now flows into draft prompts, reminders, and signatures so outreach reflects the configured sender.
+- Reminder scheduling stores the Unix timestamp (cron_ts) alongside the ISO string for easier downstream filtering.
+- Greeting sanitizer standardises the first paragraph and removes duplicate salutations while keeping HTML formatting intact.
+
+### Fixed
+- Removed [Your ...] placeholder leftovers inside LLM responses and ensured drafts remain valid HTML even when the model mixes plain text and bullet lists.
+- Reminder creation no longer fails when the data acquisition stage supplies the email address, and follow-up reminders inherit the same customer metadata.
+
+# [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
@@ -48,7 +68,7 @@ All notable changes to FuseSell Local will be documented in this file.
 
 ### Fixed
 - Default team settings seeding now targets the `gs_team_*` columns, preventing initialization failures on fresh databases.
-
+
 # [1.2.1] - 2025-10-21
 
 ### Changed
@@ -62,234 +82,234 @@ All notable changes to FuseSell Local will be documented in this file.
 ### Added
 - Packaged CLI access via `FuseSellCLI` export to support embedded runtimes and automated tests.
 - pytest coverage (`fusesell_local/tests/test_cli.py`) ensuring the CLI dry-run path remains stable.
-
-### Changed
-- Distribution renamed to `fusesell` to align with upcoming PyPI publication; console entry point now resolves to `fusesell_local.cli:main`.
-- CLI implementation moved into `fusesell_local/cli.py`, with top-level `fusesell.py` delegating for backward compatibility.
-- Documentation refreshed to instruct `pip install fusesell` and demonstrate programmatic CLI reuse.
-- Published version `1.2.0` to PyPI under the `fusesell` distribution name.
-
-### Fixed
-- Ensured package metadata includes the CLI module so installations via pip expose the `fusesell` console script.
-
-## [1.1.0] - 2025-10-20
-
-### Added
-- Library-first API (`fusesell_local.api`) exposing `build_config`, `execute_pipeline`, and supporting helpers for embedding FuseSell in external runtimes.
-- Public exports in `fusesell_local.__init__` so consumers can import `FuseSellPipeline` and the new helpers directly.
-- Programmatic configuration validation error (`ConfigValidationError`) for clearer failures in host applications.
-
-### Changed
-- CLI now delegates configuration/build/validation/logging to the shared library utilities, ensuring consistent behaviour across CLI and embedded usage.
-- Pipeline context now forwards scheduling preferences (timezone, send_immediately, business hour fields) from configuration to stages.
-
-### Fixed
-- Continuation validation correctly requires `selected_draft_id` when performing `draft_rewrite` or `send` actions.
-
-## [1.0.0] - 2025-01-07
-
-### Added - Core Infrastructure Complete
-
-#### CLI Interface
-- Complete command-line interface with 25+ configuration options
-- Comprehensive argument validation and error handling
-- Multiple output formats (JSON, YAML, text)
-- Dry-run mode for safe testing
-- Process continuation support for resuming executions
-
-#### Pipeline Engine
-- Full pipeline orchestration with stage control
-- Business logic validation extracted from original YAML workflows
-- Sequential stage execution with data flow management
-- Human-in-the-loop controls and approval points
-- Comprehensive error handling and recovery mechanisms
-- Execution tracking and detailed logging
-
-#### Data Management
-- SQLite database with complete schema for all data entities
-- CRUD operations for executions, customers, lead scores, and email drafts
-- Data export/import functionality for backup and migration
-- Local data storage ensuring complete data ownership
-
-#### Configuration System
-- Team-specific configuration management
-- Customizable LLM prompts for all stages
-- Configurable scoring criteria and email templates
-- JSON-based configuration files with validation
-
-#### LLM Integration
-- OpenAI GPT-4o-mini client with error handling
-- Structured response parsing and validation
-- Token usage tracking and optimization
-- Response caching and retry mechanisms
-
-#### Documentation
-- Comprehensive README with installation and usage instructions
-- Technical documentation covering architecture and APIs
-- Business logic documentation extracted from original system
-- Troubleshooting guide and development workflow
-
-### Technical Details
-
-#### Project Structure
-```
-fusesell-local/
- fusesell.py                 # Main CLI entry point
- requirements.txt            # Python dependencies
- setup.py                   # Package installation
- README.md                  # User documentation
- TECHNICAL.md               # Technical documentation
- CHANGELOG.md               # This file
- business_logic.md          # Business logic documentation
- fusesell_local/            # Main package
-    pipeline.py            # Pipeline orchestrator
-    stages/                # Pipeline stages (base implementation)
-    utils/                 # Utilities (data, LLM, validation, logging)
-    config/                # Configuration management
- fusesell_data/             # Local data storage
-     config/                # Configuration files
-     drafts/                # Generated email drafts
-     logs/                  # Execution logs
-```
-
-#### Key Features Implemented
-- **Local Execution**: Complete data ownership with no external dependencies except LLM API
-- **Business Logic Preservation**: All orchestration intelligence from original YAML workflows
-- **Flexible Data Sources**: Support for websites, business cards, social media, and manual input
-- **Stage Control**: Skip stages, stop after specific stages, save intermediate results
-- **Process Continuation**: Resume executions from any point with specific actions
-- **Comprehensive Validation**: Input validation, configuration validation, and error handling
-- **Extensible Architecture**: Modular design for easy customization and extension
-
-#### Database Schema
-- `executions`: Execution tracking and metadata
-- `stage_results`: Individual stage outputs and status
-- `customers`: Customer profiles and contact information
-- `lead_scores`: Scoring results and recommendations
-- `email_drafts`: Generated email content and variations
-
-#### Configuration Files
-- `prompts.json`: LLM prompts for all stages
-- `scoring_criteria.json`: Lead scoring rules and weights
-- `email_templates.json`: Email template variations
-- `team_settings.json`: Team-specific configurations
-
-### Next Phase - Stage Implementations
-
-The core infrastructure is complete and ready for individual stage implementations:
-
-#### Planned Stage Development
-1. **Data Acquisition**: Website scraping, business card OCR, social media extraction
-2. **Data Preparation**: AI-powered data structuring and pain point identification
-3. **Lead Scoring**: Product-customer fit evaluation with detailed breakdowns
-4. **Initial Outreach**: Personalized email generation with multiple approaches
-5. **Follow-up**: Context-aware follow-up sequences and timing optimization
-
-#### Development Status
--  Core infrastructure (CLI, pipeline, database, configuration)
--  Business logic validation and orchestration rules
--  Process continuation and human-in-the-loop controls
--  Comprehensive documentation and user guides
--  Individual stage implementations (next development phase)
-
-### Migration from Server-Based System
-
-This release represents a complete conversion of the server-based FuseSell system to a local implementation:
-
-#### Preserved Features
-- All business logic and orchestration intelligence
-- Team-specific prompts and configuration
-- Human approval workflows and controls
-- Comprehensive logging and execution tracking
-- Multi-stage pipeline with flexible control
-
-#### Enhanced Features
-- Complete local data ownership and privacy
-- Command-line interface with extensive options
-- Process continuation and recovery capabilities
-- Flexible data source handling
-- Enhanced error handling and validation
-
-#### Architectural Improvements
-- Modular, extensible design
-- Comprehensive input validation
-- Local SQLite database for performance
-- Configuration-driven customization
-- Detailed technical documentation
-
-### Installation and Usage
-
-#### Requirements
-- Python 3.8+
-- OpenAI API key
-- 50MB disk space for installation
-- Additional space for data storage (varies by usage)
-
-#### Quick Start
-```bash
-# Install dependencies
-pip install -r requirements.txt
-
-# Run basic execution
-python fusesell.py --openai-api-key YOUR_API_KEY \
-                   --org-id your_org \
-                   --org-name "Your Company" \
-                   --customer-website "https://example.com"
-```
-
-#### Advanced Usage
-```bash
-# Full pipeline with custom settings
-python fusesell.py --openai-api-key sk-xxx \
-                   --org-id rta \
-                   --org-name "RTA Corp" \
-                   --customer-website "https://example.com" \
-                   --customer-name "Acme Inc" \
-                   --contact-name "John Doe" \
-                   --team-id sales_team_1 \
-                   --language english \
-                   --output-format json \
-                   --data-dir ./custom_data
-```
-
-### Support and Development
-
-For technical support, feature requests, or contributions:
-- Review the technical documentation in `TECHNICAL.md`
-- Check the troubleshooting guide for common issues
-- Refer to the business logic documentation for workflow details
-- Contact the development team for advanced customization needs
-
----
-
-## Future Releases
-
-### [1.1.0] - Planned
-- Complete data acquisition stage implementation
-- Website scraping with content extraction
-- Business card OCR processing
-- Social media profile data extraction
-
-### [1.2.0] - Planned  
-- Complete data preparation stage implementation
-- AI-powered customer profiling
-- Pain point identification and analysis
-- Financial and technology stack analysis
-
-### [1.3.0] - Planned
-- Complete lead scoring stage implementation
-- Product-customer fit evaluation
-- Detailed scoring breakdowns and recommendations
-- Multi-product scoring capabilities
-
-### [1.4.0] - Planned
-- Complete initial outreach stage implementation
-- Personalized email generation
-- Multiple draft variations and approaches
-- Human review workflow integration
-
-### [1.5.0] - Planned
-- Complete follow-up stage implementation
-- Context-aware follow-up sequences
-- Interaction history analysis
+
+### Changed
+- Distribution renamed to `fusesell` to align with upcoming PyPI publication; console entry point now resolves to `fusesell_local.cli:main`.
+- CLI implementation moved into `fusesell_local/cli.py`, with top-level `fusesell.py` delegating for backward compatibility.
+- Documentation refreshed to instruct `pip install fusesell` and demonstrate programmatic CLI reuse.
+- Published version `1.2.0` to PyPI under the `fusesell` distribution name.
+
+### Fixed
+- Ensured package metadata includes the CLI module so installations via pip expose the `fusesell` console script.
+
+## [1.1.0] - 2025-10-20
+
+### Added
+- Library-first API (`fusesell_local.api`) exposing `build_config`, `execute_pipeline`, and supporting helpers for embedding FuseSell in external runtimes.
+- Public exports in `fusesell_local.__init__` so consumers can import `FuseSellPipeline` and the new helpers directly.
+- Programmatic configuration validation error (`ConfigValidationError`) for clearer failures in host applications.
+
+### Changed
+- CLI now delegates configuration/build/validation/logging to the shared library utilities, ensuring consistent behaviour across CLI and embedded usage.
+- Pipeline context now forwards scheduling preferences (timezone, send_immediately, business hour fields) from configuration to stages.
+
+### Fixed
+- Continuation validation correctly requires `selected_draft_id` when performing `draft_rewrite` or `send` actions.
+
+## [1.0.0] - 2025-01-07
+
+### Added - Core Infrastructure Complete
+
+#### CLI Interface
+- Complete command-line interface with 25+ configuration options
+- Comprehensive argument validation and error handling
+- Multiple output formats (JSON, YAML, text)
+- Dry-run mode for safe testing
+- Process continuation support for resuming executions
+
+#### Pipeline Engine
+- Full pipeline orchestration with stage control
+- Business logic validation extracted from original YAML workflows
+- Sequential stage execution with data flow management
+- Human-in-the-loop controls and approval points
+- Comprehensive error handling and recovery mechanisms
+- Execution tracking and detailed logging
+
+#### Data Management
+- SQLite database with complete schema for all data entities
+- CRUD operations for executions, customers, lead scores, and email drafts
+- Data export/import functionality for backup and migration
+- Local data storage ensuring complete data ownership
+
+#### Configuration System
+- Team-specific configuration management
+- Customizable LLM prompts for all stages
+- Configurable scoring criteria and email templates
+- JSON-based configuration files with validation
+
+#### LLM Integration
+- OpenAI GPT-4o-mini client with error handling
+- Structured response parsing and validation
+- Token usage tracking and optimization
+- Response caching and retry mechanisms
+
+#### Documentation
+- Comprehensive README with installation and usage instructions
+- Technical documentation covering architecture and APIs
+- Business logic documentation extracted from original system
+- Troubleshooting guide and development workflow
+
+### Technical Details
+
+#### Project Structure
+```
+fusesell-local/
+ fusesell.py                 # Main CLI entry point
+ requirements.txt            # Python dependencies
+ setup.py                   # Package installation
+ README.md                  # User documentation
+ TECHNICAL.md               # Technical documentation
+ CHANGELOG.md               # This file
+ business_logic.md          # Business logic documentation
+ fusesell_local/            # Main package
+    pipeline.py            # Pipeline orchestrator
+    stages/                # Pipeline stages (base implementation)
+    utils/                 # Utilities (data, LLM, validation, logging)
+    config/                # Configuration management
+ fusesell_data/             # Local data storage
+     config/                # Configuration files
+     drafts/                # Generated email drafts
+     logs/                  # Execution logs
+```
+
+#### Key Features Implemented
+- **Local Execution**: Complete data ownership with no external dependencies except LLM API
+- **Business Logic Preservation**: All orchestration intelligence from original YAML workflows
+- **Flexible Data Sources**: Support for websites, business cards, social media, and manual input
+- **Stage Control**: Skip stages, stop after specific stages, save intermediate results
+- **Process Continuation**: Resume executions from any point with specific actions
+- **Comprehensive Validation**: Input validation, configuration validation, and error handling
+- **Extensible Architecture**: Modular design for easy customization and extension
+
+#### Database Schema
+- `executions`: Execution tracking and metadata
+- `stage_results`: Individual stage outputs and status
+- `customers`: Customer profiles and contact information
+- `lead_scores`: Scoring results and recommendations
+- `email_drafts`: Generated email content and variations
+
+#### Configuration Files
+- `prompts.json`: LLM prompts for all stages
+- `scoring_criteria.json`: Lead scoring rules and weights
+- `email_templates.json`: Email template variations
+- `team_settings.json`: Team-specific configurations
+
+### Next Phase - Stage Implementations
+
+The core infrastructure is complete and ready for individual stage implementations:
+
+#### Planned Stage Development
+1. **Data Acquisition**: Website scraping, business card OCR, social media extraction
+2. **Data Preparation**: AI-powered data structuring and pain point identification
+3. **Lead Scoring**: Product-customer fit evaluation with detailed breakdowns
+4. **Initial Outreach**: Personalized email generation with multiple approaches
+5. **Follow-up**: Context-aware follow-up sequences and timing optimization
+
+#### Development Status
+-  Core infrastructure (CLI, pipeline, database, configuration)
+-  Business logic validation and orchestration rules
+-  Process continuation and human-in-the-loop controls
+-  Comprehensive documentation and user guides
+-  Individual stage implementations (next development phase)
+
+### Migration from Server-Based System
+
+This release represents a complete conversion of the server-based FuseSell system to a local implementation:
+
+#### Preserved Features
+- All business logic and orchestration intelligence
+- Team-specific prompts and configuration
+- Human approval workflows and controls
+- Comprehensive logging and execution tracking
+- Multi-stage pipeline with flexible control
+
+#### Enhanced Features
+- Complete local data ownership and privacy
+- Command-line interface with extensive options
+- Process continuation and recovery capabilities
+- Flexible data source handling
+- Enhanced error handling and validation
+
+#### Architectural Improvements
+- Modular, extensible design
+- Comprehensive input validation
+- Local SQLite database for performance
+- Configuration-driven customization
+- Detailed technical documentation
+
+### Installation and Usage
+
+#### Requirements
+- Python 3.8+
+- OpenAI API key
+- 50MB disk space for installation
+- Additional space for data storage (varies by usage)
+
+#### Quick Start
+```bash
+# Install dependencies
+pip install -r requirements.txt
+
+# Run basic execution
+python fusesell.py --openai-api-key YOUR_API_KEY \
+                   --org-id your_org \
+                   --org-name "Your Company" \
+                   --customer-website "https://example.com"
+```
+
+#### Advanced Usage
+```bash
+# Full pipeline with custom settings
+python fusesell.py --openai-api-key sk-xxx \
+                   --org-id rta \
+                   --org-name "RTA Corp" \
+                   --customer-website "https://example.com" \
+                   --customer-name "Acme Inc" \
+                   --contact-name "John Doe" \
+                   --team-id sales_team_1 \
+                   --language english \
+                   --output-format json \
+                   --data-dir ./custom_data
+```
+
+### Support and Development
+
+For technical support, feature requests, or contributions:
+- Review the technical documentation in `TECHNICAL.md`
+- Check the troubleshooting guide for common issues
+- Refer to the business logic documentation for workflow details
+- Contact the development team for advanced customization needs
+
+---
+
+## Future Releases
+
+### [1.1.0] - Planned
+- Complete data acquisition stage implementation
+- Website scraping with content extraction
+- Business card OCR processing
+- Social media profile data extraction
+
+### [1.2.0] - Planned  
+- Complete data preparation stage implementation
+- AI-powered customer profiling
+- Pain point identification and analysis
+- Financial and technology stack analysis
+
+### [1.3.0] - Planned
+- Complete lead scoring stage implementation
+- Product-customer fit evaluation
+- Detailed scoring breakdowns and recommendations
+- Multi-product scoring capabilities
+
+### [1.4.0] - Planned
+- Complete initial outreach stage implementation
+- Personalized email generation
+- Multiple draft variations and approaches
+- Human review workflow integration
+
+### [1.5.0] - Planned
+- Complete follow-up stage implementation
+- Context-aware follow-up sequences
+- Interaction history analysis
 - Automated timing optimization

{fusesell-1.2.7/fusesell.egg-info → fusesell-1.2.9}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.7
+Version: 1.2.9
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.7 → fusesell-1.2.9/fusesell.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: fusesell
-Version: 1.2.7
+Version: 1.2.9
 Summary: Local implementation of FuseSell AI sales automation pipeline
 Author-email: FuseSell Team <team@fusesell.ai>
 License-Expression: MIT

{fusesell-1.2.7 → fusesell-1.2.9}/fusesell_local/__init__.py

@@ -32,6 +32,6 @@ __all__ = [
     "validate_config",
 ]
 
-__version__ = "1.2.7"
+__version__ = "1.2.9"
 __author__ = "FuseSell Team"
 __description__ = "Local implementation of FuseSell AI sales automation pipeline"

{fusesell-1.2.7 → fusesell-1.2.9}/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,
@@ -873,6 +904,7 @@ class InitialOutreachStage(BaseStage):
                 first_name = name_parts[0]
         else:
             first_name = contact_name or ''
+        context.setdefault('customer_first_name', first_name or contact_name or '')
 
         action = input_data.get('action', 'draft_write')
         action_labels = {
@@ -1000,12 +1032,123 @@ 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], customer_first_name: str) -> 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, '')
+
+        html = re.sub(r'\[Your[^<\]]+\]?', '', html, flags=re.IGNORECASE)
+
+        if '<p' not in html.lower():
+            lines = [line.strip() for line in html.splitlines() if line.strip()]
+            if lines:
+                html = ''.join(f'<p>{line}</p>' for line in lines)
+
+        html = self._deduplicate_greeting(html, customer_first_name or '')
+        html = re.sub(r'(<p>\s*</p>)+', '', html, flags=re.IGNORECASE)
+        return html
+
+    def _deduplicate_greeting(self, html: str, customer_first_name: str) -> str:
+        paragraphs = re.findall(r'(<p.*?>.*?</p>)', html, flags=re.IGNORECASE | re.DOTALL)
+        if not paragraphs:
+            return html
+
+        greeting_seen = False
+        cleaned: List[str] = []
+        for para in paragraphs:
+            text = self._strip_html_tags(para).strip()
+            normalized_para = para
+            if self._looks_like_greeting(text):
+                normalized_para = self._standardize_greeting_paragraph(para, customer_first_name)
+                if greeting_seen:
+                    continue
+                greeting_seen = True
+            cleaned.append(normalized_para)
+
+        remainder = re.sub(r'(<p.*?>.*?</p>)', '__PARA__', html, flags=re.IGNORECASE | re.DOTALL)
+        rebuilt = ''
+        idx = 0
+        for segment in remainder.split('__PARA__'):
+            rebuilt += segment
+            if idx < len(cleaned):
+                rebuilt += cleaned[idx]
+                idx += 1
+        if idx < len(cleaned):
+            rebuilt += ''.join(cleaned[idx:])
+        return rebuilt
+
+    def _looks_like_greeting(self, text: str) -> bool:
+        lowered = text.lower().replace('\xa0', ' ').strip()
+        return lowered.startswith(('hi ', 'hello ', 'dear '))
+
+    def _standardize_greeting_paragraph(self, paragraph_html: str, customer_first_name: str) -> str:
+        text = self._strip_html_tags(paragraph_html).strip()
+        lowered = text.lower()
+        first_word = next((candidate.title() for candidate in ('dear', 'hello', 'hi') if lowered.startswith(candidate)), 'Hi')
+
+        if customer_first_name:
+            greeting = f"{first_word} {customer_first_name},"
+        else:
+            greeting = f"{first_word} there,"
+
+        remainder = ''
+        match = re.match(r' *(hi|hello|dear)\b[^,]*,(.*)', text, flags=re.IGNORECASE | re.DOTALL)
+        if match:
+            remainder = match.group(2).lstrip()
+        elif lowered.startswith(('hi', 'hello', 'dear')):
+            parts = text.split(',', 1)
+            if len(parts) > 1:
+                remainder = parts[1].lstrip()
+        else:
+            remainder = text[len(text.split(' ', 1)[0]):].lstrip()
+
+        if remainder:
+            sanitized_text = f"{greeting} {remainder}".strip()
+        else:
+            sanitized_text = greeting
+
+        return re.sub(
+            r'(<p.*?>).*?(</p>)',
+            lambda m: f"{m.group(1)}{sanitized_text}{m.group(2)}",
+            paragraph_html,
+            count=1,
+            flags=re.IGNORECASE | re.DOTALL
+        )
+
+    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 +1245,13 @@ 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')
+        first_name = context.get('customer_first_name') or context.get('input_data', {}).get('customer_name') or ''
+        email_body = self._sanitize_email_body(email_body, staff_name, rep_profile, first_name)
 
         metadata = {
             'customer_company': customer_data.get('companyInfo', {}).get('name', 'Unknown'),

{fusesell-1.2.7 → fusesell-1.2.9}/fusesell_local/utils/event_scheduler.py

@@ -84,6 +84,7 @@ class EventScheduler:
                     status TEXT NOT NULL,
                     task TEXT NOT NULL,
                     cron TEXT NOT NULL,
+                    cron_ts INTEGER,
                     room_id TEXT,
                     tags TEXT,
                     customextra TEXT,
@@ -115,6 +116,11 @@ class EventScheduler:
                 CREATE INDEX IF NOT EXISTS idx_reminder_task_cron 
                 ON reminder_task(cron)
             """)
+
+            cursor.execute("PRAGMA table_info(reminder_task)")
+            columns = {row[1] for row in cursor.fetchall()}
+            if 'cron_ts' not in columns:
+                cursor.execute("ALTER TABLE reminder_task ADD COLUMN cron_ts INTEGER")
             
             conn.commit()
             conn.close()
@@ -191,6 +197,19 @@ class EventScheduler:
         except ValueError:
             return value_str
 
+    def _to_unix_timestamp(self, value: Union[str, datetime, None]) -> Optional[int]:
+        """
+        Convert a datetime-like value to a Unix timestamp (seconds).
+        """
+        iso_value = self._format_datetime(value)
+        try:
+            parsed = datetime.fromisoformat(iso_value)
+        except ValueError:
+            return None
+        if parsed.tzinfo is None:
+            parsed = parsed.replace(tzinfo=timezone.utc)
+        return int(parsed.timestamp())
+
     def _build_reminder_payload(
         self,
         base_context: Dict[str, Any],
@@ -296,11 +315,13 @@ class EventScheduler:
 
         cron_value = self._format_datetime(cron_value or send_time)
         scheduled_time_str = self._format_datetime(scheduled_time_value or send_time)
+        cron_ts = self._to_unix_timestamp(cron_value)
 
         return {
             'status': status,
             'task': task_label,
             'cron': cron_value,
+            'cron_ts': cron_ts,
             'room_id': room_id,
             'tags': tags,
             'customextra': customextra,
@@ -346,15 +367,20 @@ class EventScheduler:
             conn = sqlite3.connect(self.main_db_path)
             cursor = conn.cursor()
 
+            cron_ts = payload.get('cron_ts')
+            if cron_ts is None:
+                cron_ts = self._to_unix_timestamp(payload.get('cron'))
+
             cursor.execute("""
                 INSERT INTO reminder_task
-                (id, status, task, cron, room_id, tags, customextra, org_id, customer_id, task_id, import_uuid, scheduled_time)
-                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+                (id, status, task, cron, cron_ts, room_id, tags, customextra, org_id, customer_id, task_id, import_uuid, scheduled_time)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
             """, (
                 reminder_id,
                 payload.get('status', 'published'),
                 payload.get('task') or 'FuseSell Reminder',
                 self._format_datetime(payload.get('cron')),
+                cron_ts,
                 payload.get('room_id'),
                 tags_str,
                 customextra_str,
@@ -455,6 +481,7 @@ class EventScheduler:
                     draft_id=draft_id,
                     customer_timezone=customer_timezone
                 )
+                reminder_payload.setdefault('cron_ts', self._to_unix_timestamp(reminder_payload.get('cron')))
                 reminder_task_id = self._insert_reminder_task(reminder_payload)
 
             # Log the scheduling
@@ -585,6 +612,7 @@ class EventScheduler:
                     draft_id=original_draft_id,
                     customer_timezone=event_data['customer_timezone']
                 )
+                reminder_payload.setdefault('cron_ts', self._to_unix_timestamp(reminder_payload.get('cron')))
                 reminder_task_id = self._insert_reminder_task(reminder_payload)
             
             self.logger.info(f"Scheduled follow-up event {followup_event_id} for {follow_up_time}")
@@ -834,18 +862,18 @@ class EventScheduler:
             
             # Convert to list of dictionaries
             events = []
-            for row in rows:
-                event = dict(zip(columns, row))
-                # Parse event_data JSON
-                if event['event_data']:
-                    try:
-                        event['event_data'] = json.loads(event['event_data'])
-                    except json.JSONDecodeError:
-                        pass
-                events.append(event)
-            
-            return events
-            
+            for row in rows:
+                event = dict(zip(columns, row))
+                # Parse event_data JSON
+                if event['event_data']:
+                    try:
+                        event['event_data'] = json.loads(event['event_data'])
+                    except json.JSONDecodeError:
+                        pass
+                events.append(event)
+            
+            return events
+            
         except Exception as e:
             self.logger.error(f"Failed to get scheduled events: {str(e)}")
             return []

{fusesell-1.2.7 → fusesell-1.2.9}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "fusesell"
-version = "1.2.7"
+version = "1.2.9"
 description = "Local implementation of FuseSell AI sales automation pipeline"
 readme = "README.md"
 license = "MIT"