Anthropic OAuth LLM, entitlements (feature 1), renewals, + 7 enhancements
- LLM: Anthropic Sonnet 5 (effort=low) via OAuth Bearer (Claude Code keychain token, expiry-aware); NVIDIA/LM Studio endpoints kept commented for switch-back. - Entitlements: scripts/import_entitlements.py joins ACL export to accounts by normalized parent name (324/342 matched; ID column Excel-corrupted), maps products->capabilities via data/product_capability_map.json. Raw ACL csv and entitlements.json are gitignored (confidential); accounts.json carries derived currentProducts + ownedCapabilityIds. Owned capabilities tag briefs EXPANSION. - Renewals: local renewal-proximity score boost (window 365d, max +0.10) + 'renewals' report; briefs/digests show RENEWAL WINDOW context. - Batch runs: loop --limit/--rep with persistent cursor (strategic + stale-first). - Digests: per-rep HTML export; timestamped digest_<date>_<time>.md kept forever. - Account narrative memory fed into relevance/synthesis; synthesis maintains it. - Signal quality gate drops PR fluff pre-LLM; SEC EDGAR filings connector. - Citation verification: talking points must cite [S#] signals or are dropped. - Brief filenames use account-name slug; whitespace report + installed-base view. - USAGE.md: full command/flag/env reference. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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sales-agent/scripts/import_accounts.py
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sales-agent/scripts/import_accounts.py
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#!/usr/bin/env python3
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"""Build data/accounts.json from the ISG territory CSV export.
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Mapping (decided with the rep):
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accountId <- OEC Account Number (canonical; ties to entitlements)
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accountName <- Customer Company Name
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domain <- Website host (fallback: Authorized Email Domain)
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industry <- Licensee Industry (fallback: Parent Account Industry)
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accountTier <- Classification: Strategic->strategic, Corporate->enterprise
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assignedRep <- Owner; email synthesized first.last@broadcom.com
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targetContacts <- Primary Contact / Contact Email / Contact Phone (if present)
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reference <- parent + account IDs and CRM metadata for entitlement matching
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Usage: python3 scripts/import_accounts.py /path/to/territory.csv
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"""
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from __future__ import annotations
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import csv
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import json
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import re
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import sys
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from pathlib import Path
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ROOT = Path(__file__).resolve().parent.parent
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OUT = ROOT / "data" / "accounts.json"
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TIER_MAP = {"strategic": "strategic", "corporate": "enterprise"}
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EMAIL_DOMAIN = "broadcom.com"
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def clean_domain(website: str, email_domain: str) -> str:
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w = (website or "").strip()
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if w:
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w = re.sub(r"^https?://", "", w, flags=re.I)
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w = re.sub(r"^www\.", "", w, flags=re.I)
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w = w.split("/")[0].strip().lower()
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if "." in w:
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return w
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return (email_domain or "").strip().lower()
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def rep_identity(owner: str) -> dict:
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name = (owner or "").strip()
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if not name:
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return {"id": "rep_unassigned", "name": "(unassigned)", "email": ""}
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tokens = [re.sub(r"[^a-z0-9]", "", t.lower()) for t in name.split()]
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tokens = [t for t in tokens if t]
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slug = "_".join(tokens)
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# first.last for the email local-part (collapse middle tokens out)
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local = f"{tokens[0]}.{tokens[-1]}" if len(tokens) >= 2 else tokens[0]
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return {"id": f"rep_{slug}", "name": name, "email": f"{local}@{EMAIL_DOMAIN}"}
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def target_contacts(row: dict) -> list[dict]:
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name = (row.get("Primary Contact") or "").strip()
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email = (row.get("Contact Email") or "").strip()
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phone = (row.get("Contact Phone") or "").strip()
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if not (name or email):
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return []
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return [{
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"name": name or "(primary contact)",
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"email": email,
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"phone": phone,
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"inCrm": True,
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}]
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def main(csv_path: str) -> None:
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rows = list(csv.DictReader(open(csv_path, newline="", encoding="utf-8-sig")))
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accounts = []
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for r in rows:
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g = lambda k: (r.get(k) or "").strip()
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classification = g("Classification")
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accounts.append({
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"accountId": g("OEC Account Number"),
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"accountName": g("Customer Company Name"),
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"domain": clean_domain(g("Website"), g("Authorized Email Domain")),
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"industry": g("Licensee Industry") or g("Parent Account Industry"),
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"accountTier": TIER_MAP.get(classification.lower(), "enterprise"),
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"crmClassification": classification,
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"subClass": g("Sub Class"),
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"assignedRep": rep_identity(g("Owner")),
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"currentProducts": [],
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"targetContacts": target_contacts(r),
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"reference": {
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"oecAccountNumber": g("OEC Account Number"),
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"erpAccountNumber": g("Erp Account Number"),
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"parentId": g("Parent ID"),
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"parentName": g("Rpt Parent Name") or g("Parent Account"),
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"globalParentId": g("Global Parent ID"),
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"globalParentName": g("Global Parent Name"),
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"classification": classification,
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"subClass": g("Sub Class"),
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"salesRegion": g("Sales Region"),
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"salesArea": g("Sales Area"),
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"salesTerritory": g("Sales Territory"),
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"renewalOwner": g("Renewal Owner"),
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"country": g("Country"),
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"state": g("State"),
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"website": g("Website"),
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"emailDomain": g("Authorized Email Domain"),
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},
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"lastRunAt": None,
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})
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doc = {
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"_note": (
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"Imported from ISG Customer Sales Assignments territory CSV "
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"(scripts/import_accounts.py). accountId = OEC Account Number. "
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"Tier: Classification Strategic->strategic, Corporate->enterprise "
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"(verbatim in crmClassification/subClass). Rep email synthesized "
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"first.last@broadcom.com (UNVERIFIED). reference.parentId is the "
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"Parent Account ID for future product-entitlement matching. "
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"currentProducts empty until entitlement data is loaded."
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),
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"accounts": accounts,
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}
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OUT.write_text(json.dumps(doc, indent=2))
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print(f"wrote {len(accounts)} accounts -> {OUT}")
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if __name__ == "__main__":
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main(sys.argv[1])
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