ProspectingAgentLoop/sales-agent/run.py

#!/usr/bin/env python3
"""CLI entrypoint for the Sales Prospecting Agent Loop (MVP).

Commands:
  python run.py loop [--account ID] [--tier strategic|enterprise|growth]
  python run.py digest [--rep rep_sarah]
  python run.py feedback --brief ID --action act_on|snooze|reject|won|lost [--note "..."]
  python run.py recalibrate
  python run.py accounts
  python run.py briefs
"""
from __future__ import annotations

import argparse
import sys

from src import config, pipeline
from src.connectors import crm, exa
from src.delivery import digest as digest_mod
from src.delivery import whitespace as whitespace_mod
from src.memory import store, feedback


def cmd_loop(args):
    if args.no_domain_filter:
        config.EXA_DOMAIN_FILTER = False  # per-run override
    if args.domain_filter:
        config.EXA_DOMAIN_FILTER = True
    pipeline.run_all(tier=args.tier, account_id=args.account,
                     limit=args.limit, rep=args.rep)
    print("\n--- digest preview ---")
    print(digest_mod.write_digest())


def cmd_digest(args):
    if args.html:
        path = digest_mod.write_digest_html(rep=args.rep)
        print(f"HTML digest written: {path}")
    else:
        print(digest_mod.write_digest(rep_id=args.rep))


def cmd_whitespace(args):
    print(whitespace_mod.write_report())
    print(f"(also written to {config.OUTPUT_DIR / 'whitespace.md'})")


def cmd_renewals(args):
    """Upcoming renewals across the territory (local entitlement data)."""
    import json as _json
    from collections import defaultdict
    from datetime import datetime, timezone
    p = config.DATA_DIR / "entitlements.json"
    if not p.exists():
        print("No entitlement data. Run: python3 scripts/import_entitlements.py <ACL.csv>")
        return
    ent = _json.loads(p.read_text())
    now = datetime.now(timezone.utc)
    horizon = args.months * 31
    by_month = defaultdict(list)
    for aid, e in ent.items():
        for prod in e["products"]:
            d = prod.get("nextRenewal")
            if not d:
                continue
            days = (datetime.strptime(d, "%Y-%m-%d").replace(tzinfo=timezone.utc) - now).days
            if 0 <= days <= horizon:
                by_month[d[:7]].append((d, e["accountName"], prod["product"], prod["lines"]))
    print(f"💰 UPCOMING RENEWALS — next {args.months} month(s)\n")
    if not by_month:
        print("  none in window")
    for month in sorted(by_month):
        items = sorted(by_month[month])
        print(f"── {month}  ({len(items)} renewal line-group(s)) " + "─" * 20)
        for d, name, prod, lines in items[:args.limit]:
            print(f"  {d}  {name[:32]:32} {prod[:58]}  ({lines} lines)")
        if len(items) > args.limit:
            print(f"  ... and {len(items) - args.limit} more (use --limit to widen)")
        print()


def cmd_feedback(args):
    entry = feedback.record_feedback(args.brief, args.action, args.note or "")
    print(f"Recorded '{args.action}' on brief {args.brief}. "
          f"New status: {store.get_brief(args.brief)['status']}")


def cmd_recalibrate(args):
    weights = feedback.recalibrate()
    if not weights:
        print("Not enough feedback yet (need >=3 samples per capability/tier/signal combo).")
        return
    print("Updated scoring weights:")
    for k, v in weights.items():
        print(f"  {k}: weight={v['weight']} (n={v['samples']})")


def cmd_accounts(args):
    for a in crm.load_accounts():
        prods = a.get("currentProducts") or []
        has = f"{len(prods)} products, {len(a.get('ownedCapabilityIds') or [])} caps" if prods else "-"
        print(f"  {a['accountId']:18} {a['accountTier']:10} {a['accountName']:28} "
              f"rep={a['assignedRep']['name']}  owns: {has}")


def cmd_briefs(args):
    briefs = sorted(store.load_briefs(), key=lambda b: b["composite_score"], reverse=True)
    if not briefs:
        print("No briefs yet. Run: python run.py loop")
        return
    for b in briefs:
        print(f"  {b['id']}  [{b['priority']:8}] score={b['composite_score']:<5} "
              f"status={b['status']:9} {b['account_name']} — {b['capability_name']}")


def cmd_exa_usage(args):
    st = exa.usage_status()
    print("Exa.ai request budget")
    print(f"  enabled:            {st['enabled']}")
    print(f"  month:              {st['month']}")
    print(f"  used this month:    {st['used_this_month']}")
    print(f"  monthly cap:        {st['monthly_cap']}")
    print(f"  monthly remaining:  {st['monthly_remaining']}")
    print(f"  per-run cap:        {st['per_run_cap']}")
    if not st["enabled"]:
        print("  (Exa disabled — set EXA_API_KEY in .env to enable; using fixtures)")


def main(argv=None):
    parser = argparse.ArgumentParser(description="Sales Prospecting Agent Loop (MVP)")
    sub = parser.add_subparsers(dest="command", required=True)

    p_loop = sub.add_parser("loop", help="Run the harvest->deliver loop")
    p_loop.add_argument("--account", help="single account id")
    p_loop.add_argument("--tier", choices=["strategic", "enterprise", "growth"])
    p_loop.add_argument("--rep", help="only accounts assigned to this rep (name or id substring)")
    p_loop.add_argument("--limit", type=int,
                        help="process at most N accounts (strategic + least-recently-run first); "
                             "successive runs resume where the last left off")
    p_loop.add_argument("--no-domain-filter", action="store_true",
                        help="broad-web news about the account (default behavior)")
    p_loop.add_argument("--domain-filter", action="store_true",
                        help="scope Exa to the account's own domain (newsroom/press only)")
    p_loop.set_defaults(func=cmd_loop)

    p_dig = sub.add_parser("digest", help="Print the daily intelligence digest")
    p_dig.add_argument("--rep", help="filter to a rep (name substring or rep id)")
    p_dig.add_argument("--html", action="store_true",
                       help="write a forwardable HTML digest to output/digests/")
    p_dig.set_defaults(func=cmd_digest)

    sub.add_parser("whitespace",
                   help="Territory coverage report: opportunities, gaps, never-scanned accounts"
                   ).set_defaults(func=cmd_whitespace)

    p_ren = sub.add_parser("renewals", help="Upcoming renewals by month (local entitlement data)")
    p_ren.add_argument("--months", type=int, default=6, help="horizon in months (default 6)")
    p_ren.add_argument("--limit", type=int, default=15, help="max rows shown per month (default 15)")
    p_ren.set_defaults(func=cmd_renewals)

    p_fb = sub.add_parser("feedback", help="Record rep feedback on a brief")
    p_fb.add_argument("--brief", required=True)
    p_fb.add_argument("--action", required=True,
                      choices=["act_on", "snooze", "reject", "won", "lost"])
    p_fb.add_argument("--note", default="")
    p_fb.set_defaults(func=cmd_feedback)

    p_re = sub.add_parser("recalibrate", help="Recompute feedback weights (weekly job)")
    p_re.set_defaults(func=cmd_recalibrate)

    sub.add_parser("accounts", help="List target accounts").set_defaults(func=cmd_accounts)
    sub.add_parser("briefs", help="List all generated briefs").set_defaults(func=cmd_briefs)
    sub.add_parser("exa-usage", help="Show Exa.ai request budget").set_defaults(func=cmd_exa_usage)

    args = parser.parse_args(argv)
    config.ensure_dirs()
    args.func(args)


if __name__ == "__main__":
    sys.exit(main())