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_entitlements.py
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sales-agent/scripts/import_entitlements.py
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#!/usr/bin/env python3
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"""Load product entitlements (ACL export) into the account list — 100% locally.
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CONFIDENTIAL-DATA HANDLING: the ACL CSV and the generated entitlements.json are
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gitignored and are never sent to any API. All matching below is deterministic
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local string work (no LLM).
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NOTE: the FY26 Q3 export's 'Parent Account ID' column is Excel-corrupted
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('3E+14' scientific notation), so accounts are joined on NORMALIZED PARENT NAME
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(ACL 'Rpt Parent Name'/'Parent Account Name' vs accounts.json reference.parentName
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/ accountName). Re-exporting without Excel would restore the clean ID join.
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Outputs:
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- data/entitlements.json (gitignored): per-account product detail + renewals
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- data/accounts.json updated in place: currentProducts (readable strings)
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+ ownedCapabilityIds (for local anti-signal checks)
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- output/state/entitlement_unmapped.json: product families that matched no
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capability pattern (extend data/product_capability_map.json from this)
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Usage: python3 scripts/import_entitlements.py data/SE_ACL_FY26_Q3.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 collections import defaultdict
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from datetime import datetime
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from pathlib import Path
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ROOT = Path(__file__).resolve().parent.parent
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ACCOUNTS = ROOT / "data" / "accounts.json"
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CAP_MAP = ROOT / "data" / "product_capability_map.json"
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OUT_ENTITLEMENTS = ROOT / "data" / "entitlements.json"
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OUT_UNMAPPED = ROOT / "output" / "state" / "entitlement_unmapped.json"
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def norm_name(name: str) -> str:
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"""Normalize a company/parent name for joining across systems."""
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n = name.upper()
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n = re.sub(r"\(GP\)", "", n)
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n = re.sub(r"[^A-Z0-9 ]", "", n) # drops hyphens: FED-EX -> FEDEX
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n = re.sub(
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r"\b(INC|CORP|CORPORATION|CO|COMPANY|COMPANIES|HOLDINGS?|GROUP|PLC|LTD|LLC|THE)\b",
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"", n)
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return re.sub(r"\s+", " ", n).strip()
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def load_cap_patterns() -> list[tuple[re.Pattern, str]]:
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doc = json.loads(CAP_MAP.read_text())
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return [(re.compile(p["match"], re.IGNORECASE), p["capability"]) for p in doc["patterns"]]
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def parse_date(us_date: str) -> str:
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"""'7/28/26' -> '2026-07-28' (blank-safe)."""
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try:
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return datetime.strptime(us_date.strip(), "%m/%d/%y").strftime("%Y-%m-%d")
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except (ValueError, AttributeError):
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return ""
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def main(csv_path: str) -> None:
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patterns = load_cap_patterns()
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accounts_doc = json.loads(ACCOUNTS.read_text())
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accounts = accounts_doc["accounts"]
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# Index accounts by normalized parent name AND normalized account name.
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by_norm: dict[str, dict] = {}
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for a in accounts:
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for candidate in (a.get("reference", {}).get("parentName", ""), a["accountName"]):
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key = norm_name(candidate)
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if key and key not in by_norm:
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by_norm[key] = a
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# Aggregate active entitlement lines per normalized parent name.
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per_parent: dict[str, dict] = defaultdict(lambda: {
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"parentNames": set(), "products": {}, "lines": 0,
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})
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total_lines = active_lines = 0
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for row in csv.DictReader(open(csv_path, newline="", encoding="utf-8-sig")):
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total_lines += 1
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if (row.get("ACL Status") or "").strip().lower() != "active":
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continue
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active_lines += 1
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parent = (row.get("Rpt Parent Name") or row.get("Parent Account Name") or "").strip()
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key = norm_name(parent)
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if not key:
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continue
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agg = per_parent[key]
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agg["parentNames"].add(parent)
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agg["lines"] += 1
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prod_key = " / ".join(x for x in (
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(row.get("Product BU") or "").strip(),
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(row.get("Product Family") or "").strip(),
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(row.get("Product Subfamily") or "").strip(),
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) if x)
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p = agg["products"].setdefault(prod_key, {
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"bu": (row.get("Product BU") or "").strip(),
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"family": (row.get("Product Family") or "").strip(),
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"subfamily": (row.get("Product Subfamily") or "").strip(),
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"lines": 0, "licenseTypes": set(), "nextRenewal": "",
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})
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p["lines"] += 1
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p["licenseTypes"].add((row.get("License Type Calculated") or "").strip())
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rd = parse_date(row.get("Renewal Date", ""))
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if rd and (not p["nextRenewal"] or rd < p["nextRenewal"]):
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p["nextRenewal"] = rd
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# Map products -> capabilities and join to accounts.
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entitlements: dict[str, dict] = {}
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unmapped: dict[str, int] = defaultdict(int)
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matched_accounts = 0
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for key, agg in per_parent.items():
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acct = by_norm.get(key)
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if not acct:
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continue
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matched_accounts += 1
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owned_caps: set[str] = set()
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products = []
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for prod_key, p in sorted(agg["products"].items()):
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probe = f"{p['bu']} {p['family']} {p['subfamily']}"
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caps = sorted({cap for rx, cap in patterns if rx.search(probe)})
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if not caps:
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unmapped[prod_key] += p["lines"]
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owned_caps.update(caps)
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products.append({
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"product": prod_key, "lines": p["lines"],
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"licenseTypes": sorted(t for t in p["licenseTypes"] if t),
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"nextRenewal": p["nextRenewal"], "capabilities": caps,
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})
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entitlements[acct["accountId"]] = {
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"accountName": acct["accountName"],
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"matchedOn": sorted(agg["parentNames"]),
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"activeLines": agg["lines"],
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"products": products,
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"ownedCapabilityIds": sorted(owned_caps),
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}
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# Update the account record: readable strings for LLM prompts,
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# capability ids for local anti-signal checks.
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acct["currentProducts"] = sorted({
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f"{p['family']}" + (f" ({p['subfamily']})" if p["subfamily"] and p["subfamily"] != p["family"] else "")
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for p in agg["products"].values()
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})
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acct["ownedCapabilityIds"] = sorted(owned_caps)
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OUT_ENTITLEMENTS.write_text(json.dumps(entitlements, indent=2))
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ACCOUNTS.write_text(json.dumps(accounts_doc, indent=2))
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OUT_UNMAPPED.parent.mkdir(parents=True, exist_ok=True)
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OUT_UNMAPPED.write_text(json.dumps(
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dict(sorted(unmapped.items(), key=lambda kv: -kv[1])), indent=2))
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print(f"ACL lines read: {total_lines}")
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print(f" active: {active_lines}")
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print(f" distinct parents in file: {len(per_parent)}")
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print(f"Accounts matched: {matched_accounts}/{len(accounts)}")
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print(f" with owned capabilities: {sum(1 for e in entitlements.values() if e['ownedCapabilityIds'])}")
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print(f"Unmapped product families: {len(unmapped)} -> {OUT_UNMAPPED.relative_to(ROOT)}")
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print(f"Wrote {OUT_ENTITLEMENTS.relative_to(ROOT)} (gitignored) and updated data/accounts.json")
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if __name__ == "__main__":
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main(sys.argv[1] if len(sys.argv) > 1 else str(ROOT / "data" / "SE_ACL_FY26_Q3.csv"))
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