HOALedgerIQ_Website/agents/junior-ae/junior-ae-v4.py

#!/usr/bin/env python3
"""
Junior AE v4 - Process ALL leads, auto-detect temperature
- Processes notes with or without temperature prefixes
- Auto-detects temperature from content if not in title
- Elevates HOT/WARM leads, skips COLD
"""
import json, re, time, urllib.request, urllib.error
from datetime import datetime, timedelta
from pathlib import Path
import ssl

SCRIPT_DIR = Path(__file__).parent
for d in [SCRIPT_DIR / "state", SCRIPT_DIR / "logs"]:
    d.mkdir(parents=True, exist_ok=True)

STATE_FILE = SCRIPT_DIR / "state" / "jae-v4-state.json"
LOG_FILE = SCRIPT_DIR / "logs" / f"jae-v4-{datetime.now().strftime('%Y%m%d')}.log"
CRM_URL = "https://salesforce.hoaledgeriq.com/rest"
CRM_TOKEN = "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiI5M2FmNGFmNS0zZWQ0LTQ1ZDMtOWE5Zi01MDMzZjc3YTY3MjMiLCJ0eXBlIjoiQVBJX0tFWSIsIndvcmtzcGFjZUlkIjoiOTNhZjRhZjUtM2VkNC00NWQzLTlhOWYtNTAzM2Y3N2E2NzIzIiwiaWF0IjoxNzczMzI4NDQzLCJleHAiOjE4MDQ3ODE2NDIsImp0aSI6IjIwZjEyYzkwLTRkMDctNGJmNi1iMzk3LTZjNmU3MzlmMThjOCJ9.zeM5NvwCSGEcz99m2LYtgb0sVD6WUXcCF7SwonFg930"

def log(msg):
    ts = datetime.now().strftime('%H:%M:%S')
    print(f"[{ts}] {msg}")
    with open(LOG_FILE, 'a') as f:
        f.write(f"[{ts}] {msg}\n")

def load_state():
    if STATE_FILE.exists():
        return json.loads(STATE_FILE.read_text())
    return {"last_check": (datetime.now() - timedelta(days=7)).isoformat(), "processed": 0, "upgraded": 0, "processed_ids": []}

def save_state(s):
    STATE_FILE.write_text(json.dumps(s, indent=2))

def fetch_notes():
    try:
        req = urllib.request.Request(
            f"{CRM_URL}/notes?limit=200&order[createdAt]=desc",
            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Accept": "application/json"}
        )
        with urllib.request.urlopen(req, timeout=15) as r:
            return json.loads(r.read().decode()).get('data', {}).get('notes', [])
    except Exception as e:
        log(f"Fetch error: {e}")
        return []

def detect_temp(title, body=""):
    """Detect temperature from title or content"""
    text = f"{title} {body}".upper()
    
    # Check for explicit temperature
    if 'HOT' in text or 'HIGH' in text or 'URGENT' in text:
        return 'HOT'
    if 'WARM' in text or 'MEDIUM' in text or 'INTERESTED' in text:
        return 'WARM'
    if 'COLD' in text or 'LOW' in text or 'NOT INTERESTED' in text:
        return 'COLD'
    
    # Auto-detect from engagement signals
    hot_signals = ['READY', 'INTERESTED', 'WANTS', 'NEEDS', 'BUDGET', 'TIMELINE', 'SOON', 'QUICK']
    warm_signals = ['CONSIDERING', 'THINKING', 'MAYBE', 'LATER', 'RESEARCH', 'COMPARE']
    
    for signal in hot_signals:
        if signal in text:
            return 'WARM'  # Default to WARM if unsure
    
    for signal in warm_signals:
        if signal in text:
            return 'WARM'
    
    # Default to WARM for unclassified leads (better to over-qualify)
    return 'WARM'

def update_note_temp(note_id, new_temp):
    """Update note title with temperature"""
    try:
        # Get current note
        req = urllib.request.Request(
            f"{CRM_URL}/notes/{note_id}",
            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Accept": "application/json"}
        )
        with urllib.request.urlopen(req, timeout=10) as r:
            note = json.loads(r.read().decode()).get('data', {})
        
        # Update title
        old_title = note.get('title', '')
        new_title = re.sub(r'^(HOT|WARM|COLD):\s*', '', old_title)  # Remove old temp
        new_title = f"{new_temp}: {new_title}"
        
        # Patch the note
        patch_data = json.dumps({"title": new_title}).encode()
        req = urllib.request.Request(
            f"{CRM_URL}/notes/{note_id}",
            data=patch_data,
            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Content-Type": "application/json"},
            method='PATCH'
        )
        with urllib.request.urlopen(req, timeout=10) as r:
            return True
    except Exception as e:
        log(f"Update error: {e}")
        return False

def create_opportunity(note, temp):
    """Create opportunity for HOT/WARM leads"""
    try:
        person_id = note.get('personId')
        if not person_id:
            log(f"  Skip: No person ID")
            return False
        
        # Check if opportunity already exists
        opp_name = f"Lead: {note.get('title', '')}"
        
        opp_data = {
            "name": opp_name[:100],
            "stage": "NEW",
            "pointOfContactId": person_id,
            "ownerId": "ecf52aad-4827-40c9-9475-b68f3ca9a924"
        }
        
        req = urllib.request.Request(
            f"{CRM_URL}/opportunities",
            data=json.dumps(opp_data).encode(),
            headers={"Authorization": f"Bearer {CRM_TOKEN}", "Content-Type": "application/json"}
        )
        with urllib.request.urlopen(req, timeout=15) as r:
            opp = json.loads(r.read().decode())
            log(f"  ✓ UPGRADED to Opportunity: {opp.get('id', 'N/A')}")
            return True
    except Exception as e:
        log(f"  ✗ Create opp error: {e}")
        return False

def main():
    log("=== JAE v4 Starting - Auto-Temperature Detection ===")
    
    state = load_state()
    processed_ids = state.get('processed_ids', [])
    
    notes = fetch_notes()
    log(f"Fetched {len(notes)} notes")
    
    upgraded = 0
    processed = 0
    
    for note in notes:
        note_id = note.get('id')
        title = note.get('title', '')
        
        # Skip if already processed
        if note_id in processed_ids:
            continue
        
        processed += 1
        processed_ids.append(note_id)
        
        # Detect temperature
        body = note.get('body', '')
        temp = detect_temp(title, body)
        
        log(f"Processing: {title[:60]}... -> {temp}")
        
        # Update title with temperature
        if not title.startswith(f"{temp}:"):
            update_note_temp(note_id, temp)
        
        # Create opportunity for HOT/WARM
        if temp in ['HOT', 'WARM']:
            if create_opportunity(note, temp):
                upgraded += 1
        else:
            log(f"  Skipped: COLD lead")
        
        # Rate limit
        time.sleep(0.5)
    
    # Save state
    state['processed'] = processed
    state['upgraded'] = state.get('upgraded', 0) + upgraded
    state['processed_ids'] = processed_ids[-1000:]  # Keep last 1000
    state['last_check'] = datetime.now().isoformat()
    save_state(state)
    
    log(f"=== Done: {processed} processed, {upgraded} upgraded ===")
    log("Waiting 3 hours...")

if __name__ == "__main__":
    main()