iatoolkit 2.12.2__tar.gz → 2.14.1__tar.gz

{iatoolkit-2.12.2/src/iatoolkit.egg-info → iatoolkit-2.14.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: iatoolkit
-Version: 2.12.2
+Version: 2.14.1
 Summary: IAToolkit
 Author: Fernando Libedinsky
 License-Expression: MIT

{iatoolkit-2.12.2 → iatoolkit-2.14.1}/src/iatoolkit/__init__.py

@@ -3,7 +3,7 @@
 #
 # IAToolkit is open source software.
 
-__version__ = "2.12.2"
+__version__ = "2.14.1"
 
 # Expose main classes and functions at the top level of the package
 

iatoolkit-2.14.1/src/iatoolkit/config/system_prompts/channel_business_identity.prompt

@@ -0,0 +1,7 @@
+### Identidad comercial del canal
+
+- Estas conversando con un cliente externo a nombre de {{ company }}.
+- Si el cliente pregunta de que empresa eres, quien le escribe o de parte de quien hablas,
+responde usando el nombre de la empresa: {{ company }}.
+- Presentate como asistente o representante de {{ company }}, no como un sistema generico sin afiliacion.
+- Si el cliente pregunta por el motivo del contacto, explica el proposito comercial o operativo con claridad usando el contexto disponible.

iatoolkit-2.14.1/src/iatoolkit/config/system_prompts/channel_conversation_continuity.prompt

@@ -0,0 +1,7 @@
+### Continuidad conversacional del canal
+
+- Si estas respondiendo en un canal conversacional como WhatsApp, asume continuidad con los mensajes previos del mismo hilo.
+- No digas que esta es la primera interaccion ni que no tienes contexto previo si ya existe un intercambio en la conversacion.
+- Si el cliente confirma un dato solicitado por la empresa, reconocelo explicitamente y continua desde ese punto.
+- No vuelvas a pedir un dato que el cliente acaba de confirmar, salvo que haga falta aclararlo o corregirlo.
+- Cuando el cliente haga una pregunta sobre el mensaje anterior, interpretala como continuidad del contacto ya iniciado por la empresa.

iatoolkit-2.14.1/src/iatoolkit/config/system_prompts/channel_response_style.prompt

@@ -0,0 +1,7 @@
+### Estilo de respuesta en canal
+
+- En canales como WhatsApp, responde de forma breve, natural y util.
+- Prioriza una respuesta directa antes que una explicacion larga.
+- Si necesitas hacer seguimiento, formula una sola pregunta clara por turno.
+- Evita listas extensas o bloques largos salvo que el usuario lo pida o el caso realmente lo requiera.
+- Manten un tono cercano, profesional y orientado a resolver la necesidad del cliente.

{iatoolkit-2.12.2 → iatoolkit-2.14.1}/src/iatoolkit/config/system_prompts_pack.yaml

@@ -19,6 +19,14 @@ prompts:
     include:
       execution_modes:
         - chat
+  - key: channel_business_identity
+    filename: channel_business_identity.prompt
+    section: business_context
+    include:
+      execution_modes:
+        - agent
+      agent_roles:
+        - channels
   - key: links_documents
     filename: links_documents.prompt
     section: conversation_rules
@@ -26,6 +34,14 @@ prompts:
       execution_modes:
         - chat
         - agent
+  - key: channel_conversation_continuity
+    filename: channel_conversation_continuity.prompt
+    section: conversation_rules
+    include:
+      execution_modes:
+        - agent
+      agent_roles:
+        - channels
   - key: memory_usage
     filename: memory_usage.prompt
     section: conversation_rules
@@ -49,6 +65,16 @@ prompts:
         - agent
       response_modes:
         - chat_compatible
+  - key: channel_response_style
+    filename: channel_response_style.prompt
+    section: output_contract
+    include:
+      execution_modes:
+        - agent
+      agent_roles:
+        - channels
+      response_modes:
+        - chat_compatible
   - key: presentation_formatting
     filename: presentation_formatting.prompt
     section: output_contract

{iatoolkit-2.12.2 → iatoolkit-2.14.1}/src/iatoolkit/locales/en.yaml

@@ -408,9 +408,28 @@ ui:
     tab_settings: "Settings"
     tab_audience: "Audience"
     tab_executions: "Executions"
+    whatsapp_templates_title: "WhatsApp Templates"
+    whatsapp_templates_empty: "No WhatsApp templates have been synced yet."
+    whatsapp_templates_subtitle: "Templates available in Kapso for WhatsApp campaigns."
+    sync_templates: "Sync templates"
+    sync_templates_success: "Templates synced."
+    sync_templates_error: "Could not sync templates."
     template_label: "Initial message"
     template_help: "This template is rendered per contact when the campaign is activated. You can use variables such as {{ full_name }}, {{ company_name }}, or {{ source.product }}."
     template_placeholder: "You can use variables like {{ full_name }}, {{ email }}, {{ phone_number }}, {{ government_id }}, {{ external_contact_key }}, {{ company_name }}, {{ company_short_name }}, {{ metadata.* }}, and {{ source.* }}"
+    initial_message_mode_label: "Start mode"
+    whatsapp_template_label: "WhatsApp template"
+    select_whatsapp_template: "Select a WhatsApp template"
+    whatsapp_template_preview_title: "Template preview"
+    whatsapp_template_variables_title: "Template variables"
+    whatsapp_template_variables_help: "Map each template variable using contact fields, metadata, source, or company values."
+    whatsapp_template_variable_mapping_placeholder: "Example: full_name or source.product"
+    whatsapp_template_variable_example: "Provider example: {value}"
+    whatsapp_template_no_preview: "Select a template to preview it and map its variables."
+    whatsapp_template_status: "Status"
+    whatsapp_template_language: "Language"
+    whatsapp_template_category: "Category"
+    whatsapp_template_last_synced: "Last sync"
     audience_title: "Audience"
     audience_help: "Upload a CSV, map the core columns, and turn those rows into contacts ready to activate over WhatsApp."
     audience_empty: "No audience has been imported yet."
@@ -421,6 +440,8 @@ ui:
     audience_col_email: "Email"
     audience_col_status: "Status"
     audience_col_delivery: "Activation"
+    audience_col_client: "Client"
+    audience_col_last_activity: "Last activity"
     audience_col_error: "Error"
     audience_col_actions: "Actions"
     audience_total_label: "{count} contacts"
@@ -428,11 +449,21 @@ ui:
     summary_ready: "Ready"
     summary_pending: "Pending"
     summary_activated: "Activated"
+    summary_not_replied: "No reply"
+    summary_replied: "Replied"
+    summary_agent_engaged: "Conversing"
     summary_failed: "Failed"
     summary_skipped: "Skipped"
     executions_title: "Execution status"
     executions_empty: "This campaign has not been launched yet."
     executions_last_launch: "Last launch: {date}"
+    executions_summary_snapshot: "{replied} replied · {engaged} in conversation"
+    executions_load_error: "Could not load campaign executions."
+    executions_attempted: "Attempted"
+    executions_processed: "Processed"
+    executions_summary_status: "{status} · {date} · {progress}% progress"
+    executions_row_counts: "{processed}/{attempted} processed · {activated} activated · {failed} failed · {skipped} skipped"
+    executions_row_progress: "{progress}% progress"
     select_campaign: "Select a campaign"
     workspace_placeholder: "Create or select a campaign to edit its template, settings, and audience."
     import_csv: "Import CSV"
@@ -463,7 +494,7 @@ ui:
     mapping_ignore: "Ignore"
     mapping_preview_first: "Load a preview first"
     launch_campaign: "Launch campaign"
-    launch_success: "Campaign launched."
+    launch_success: "Campaign launch queued."
     launch_error: "Could not launch the campaign."
     select_campaign_first: "Select a campaign first."
     add_to_campaign: "Add to campaign"
@@ -489,6 +520,9 @@ ui:
       completed: "Completed"
       failed: "Failed"
       paused: "Paused"
+    initial_message_mode:
+      free_text: "Free text"
+      whatsapp_template: "WhatsApp template"
     audience_status:
       ready: "Ready"
       invalid: "Invalid"
@@ -498,6 +532,27 @@ ui:
       activated: "Activated"
       failed: "Failed"
       skipped: "Skipped"
+    execution_status:
+      pending: "Queued"
+      running: "Running"
+      completed: "Completed"
+      failed: "Failed"
+      cancelled: "Cancelled"
+    engagement_status:
+      not_replied: "No reply"
+      replied: "Replied"
+      agent_engaged: "Conversing"
+    last_message_direction:
+      inbound: "Client"
+      outbound: "Agent"
+    reply_latency_label: "First reply in {value}"
+    reply_latency_seconds: "{count}s"
+    reply_latency_minutes: "{count}m"
+    reply_latency_hours: "{count}h"
+    reply_latency_days: "{count}d"
+    message_count_label: "Messages: {inbound} inbound / {outbound} outbound"
+    last_message_label: "Last message: {value}"
+    first_reply_label: "First reply: {value}"
 
   admin:
     workspace: "Workspace"

{iatoolkit-2.12.2 → iatoolkit-2.14.1}/src/iatoolkit/locales/es.yaml

@@ -409,9 +409,28 @@ ui:
     tab_settings: "Settings"
     tab_audience: "Audience"
     tab_executions: "Ejecuciones"
+    whatsapp_templates_title: "WhatsApp Templates"
+    whatsapp_templates_empty: "Todavía no hay templates de WhatsApp sincronizados."
+    whatsapp_templates_subtitle: "Templates disponibles en Kapso para campañas de WhatsApp."
+    sync_templates: "Sync templates"
+    sync_templates_success: "Templates sincronizados."
+    sync_templates_error: "No se pudieron sincronizar los templates."
     template_label: "Mensaje inicial"
     template_help: "Este template se renderiza por contacto al activar la campaña. Puedes usar variables como {{ full_name }}, {{ company_name }} o {{ source.producto }}."
     template_placeholder: "Puedes usar variables como {{ full_name }}, {{ email }}, {{ phone_number }}, {{ government_id }}, {{ external_contact_key }}, {{ company_name }}, {{ company_short_name }}, {{ metadata.* }} y {{ source.* }}"
+    initial_message_mode_label: "Modo de inicio"
+    whatsapp_template_label: "WhatsApp template"
+    select_whatsapp_template: "Selecciona un WhatsApp template"
+    whatsapp_template_preview_title: "Preview del template"
+    whatsapp_template_variables_title: "Variables del template"
+    whatsapp_template_variables_help: "Mapea cada variable del template usando campos del contacto, metadata, source o company."
+    whatsapp_template_variable_mapping_placeholder: "Ejemplo: full_name o source.producto"
+    whatsapp_template_variable_example: "Ejemplo provider: {value}"
+    whatsapp_template_no_preview: "Selecciona un template para ver su preview y mapear variables."
+    whatsapp_template_status: "Status"
+    whatsapp_template_language: "Idioma"
+    whatsapp_template_category: "Categoría"
+    whatsapp_template_last_synced: "Última sync"
     audience_title: "Audiencia"
     audience_help: "Carga un CSV, mapea columnas básicas y convierte las filas en contactos listos para activar por WhatsApp."
     audience_empty: "Todavía no hay audiencia cargada."
@@ -422,6 +441,8 @@ ui:
     audience_col_email: "Email"
     audience_col_status: "Estado"
     audience_col_delivery: "Activación"
+    audience_col_client: "Cliente"
+    audience_col_last_activity: "Última actividad"
     audience_col_error: "Error"
     audience_col_actions: "Acciones"
     audience_total_label: "{count} contactos"
@@ -429,11 +450,21 @@ ui:
     summary_ready: "Listos"
     summary_pending: "Pendientes"
     summary_activated: "Activados"
+    summary_not_replied: "Sin respuesta"
+    summary_replied: "Respondieron"
+    summary_agent_engaged: "Conversando"
     summary_failed: "Fallidos"
     summary_skipped: "Omitidos"
     executions_title: "Estado de ejecución"
     executions_empty: "Esta campaña todavía no se ha lanzado."
     executions_last_launch: "Último lanzamiento: {date}"
+    executions_summary_snapshot: "{replied} respondieron · {engaged} conversando"
+    executions_load_error: "No se pudieron cargar las ejecuciones de la campaña."
+    executions_attempted: "Intentados"
+    executions_processed: "Procesados"
+    executions_summary_status: "{status} · {date} · {progress}% de progreso"
+    executions_row_counts: "{processed}/{attempted} procesados · {activated} activados · {failed} fallidos · {skipped} omitidos"
+    executions_row_progress: "{progress}% de progreso"
     select_campaign: "Selecciona una campaña"
     workspace_placeholder: "Crea o selecciona una campaña para editar su template, settings y audiencia."
     import_csv: "Importar CSV"
@@ -464,7 +495,7 @@ ui:
     mapping_ignore: "Ignorar"
     mapping_preview_first: "Primero carga una previsualización"
     launch_campaign: "Lanzar campaña"
-    launch_success: "Campaña lanzada."
+    launch_success: "Lanzamiento de campaña encolado."
     launch_error: "No se pudo lanzar la campaña."
     select_campaign_first: "Primero selecciona una campaña."
     add_to_campaign: "Agregar a campaña"
@@ -490,6 +521,9 @@ ui:
       completed: "Completada"
       failed: "Fallida"
       paused: "Pausada"
+    initial_message_mode:
+      free_text: "Texto libre"
+      whatsapp_template: "WhatsApp template"
     audience_status:
       ready: "Lista"
       invalid: "Inválida"
@@ -499,6 +533,27 @@ ui:
       activated: "Activada"
       failed: "Fallida"
       skipped: "Omitida"
+    execution_status:
+      pending: "En cola"
+      running: "En ejecución"
+      completed: "Completada"
+      failed: "Fallida"
+      cancelled: "Cancelada"
+    engagement_status:
+      not_replied: "Sin respuesta"
+      replied: "Respondió"
+      agent_engaged: "Conversando"
+    last_message_direction:
+      inbound: "Cliente"
+      outbound: "Agente"
+    reply_latency_label: "Primera respuesta en {value}"
+    reply_latency_seconds: "{count}s"
+    reply_latency_minutes: "{count}m"
+    reply_latency_hours: "{count}h"
+    reply_latency_days: "{count}d"
+    message_count_label: "Mensajes: {inbound} inbound / {outbound} outbound"
+    last_message_label: "Último mensaje: {value}"
+    first_reply_label: "Primera respuesta: {value}"
 
   admin:
     workspace: "Recursos"

{iatoolkit-2.12.2 → iatoolkit-2.14.1}/src/iatoolkit/services/context_builder_service.py

@@ -207,6 +207,7 @@ class ContextBuilderService:
 
         final_system_context = self._join_context_sections(
             rendered_sections.get("identity"),
+            rendered_sections.get("business_context"),
             company_context_blocks.get("markdown_context"),
             rendered_sections.get("conversation_rules"),
             rendered_sections.get("retrieval_guidance"),
@@ -308,6 +309,7 @@ class ContextBuilderService:
             capabilities_override=prompt_capabilities,
             execution_mode="agent",
             response_mode=str(resolved_contract.get("response_mode") or "chat_compatible").strip().lower() or "chat_compatible",
+            agent_role=str(resolved_contract.get("agent_role") or "").strip().lower() or None,
         )
         selected_system_prompt_keys = system_prompt_payload.get("selected_keys")
         if not isinstance(selected_system_prompt_keys, list):
@@ -333,13 +335,17 @@ class ContextBuilderService:
                 collection_names=rag_collections,
             )
 
+        company_context_blocks = self.company_context_service.get_company_context_blocks(company_short_name)
         final_system_context = self._join_context_sections(
             rendered_sections.get("identity"),
+            rendered_sections.get("business_context"),
+            company_context_blocks.get("markdown_context"),
             rendered_sections.get("conversation_rules"),
             rendered_sections.get("retrieval_guidance"),
             collection_context,
             rendered_sections.get("data_access_rules"),
             sql_context,
+            company_context_blocks.get("yaml_context"),
             rendered_sections.get("output_contract"),
         )
 
@@ -463,6 +469,15 @@ class ContextBuilderService:
 
         final_client_data = (user_profile or {}).copy()
         final_client_data.update(client_data)
+        if company is not None:
+            company_name = str(getattr(company, "name", "") or "").strip()
+            company_short_name = str(getattr(company, "short_name", "") or "").strip()
+            if company_name and not str(final_client_data.get("company_name") or "").strip():
+                final_client_data["company_name"] = company_name
+            if company_name and not str(final_client_data.get("company") or "").strip():
+                final_client_data["company"] = company_name
+            if company_short_name and not str(final_client_data.get("company_short_name") or "").strip():
+                final_client_data["company_short_name"] = company_short_name
 
         # Process attached files: extract text content and separate images
         files_context, images = self._process_attachments(files)