ProspectingAgentLoop/sales-agent/scripts/import_accounts.py

#!/usr/bin/env python3
"""Build data/accounts.json from the ISG territory CSV export.

Mapping (decided with the rep):
  accountId      <- OEC Account Number (canonical; ties to entitlements)
  accountName    <- Customer Company Name
  domain         <- Website host (fallback: Authorized Email Domain)
  industry       <- Licensee Industry (fallback: Parent Account Industry)
  accountTier    <- Classification: Strategic->strategic, Corporate->enterprise
  assignedRep    <- Owner; email synthesized first.last@broadcom.com
  targetContacts <- Primary Contact / Contact Email / Contact Phone (if present)
  reference      <- parent + account IDs and CRM metadata for entitlement matching

Usage: python3 scripts/import_accounts.py /path/to/territory.csv
"""
from __future__ import annotations

import csv
import json
import re
import sys
from pathlib import Path

ROOT = Path(__file__).resolve().parent.parent
OUT = ROOT / "data" / "accounts.json"

TIER_MAP = {"strategic": "strategic", "corporate": "enterprise"}
EMAIL_DOMAIN = "broadcom.com"


def clean_domain(website: str, email_domain: str) -> str:
    w = (website or "").strip()
    if w:
        w = re.sub(r"^https?://", "", w, flags=re.I)
        w = re.sub(r"^www\.", "", w, flags=re.I)
        w = w.split("/")[0].strip().lower()
        if "." in w:
            return w
    return (email_domain or "").strip().lower()


def rep_identity(owner: str) -> dict:
    name = (owner or "").strip()
    if not name:
        return {"id": "rep_unassigned", "name": "(unassigned)", "email": ""}
    tokens = [re.sub(r"[^a-z0-9]", "", t.lower()) for t in name.split()]
    tokens = [t for t in tokens if t]
    slug = "_".join(tokens)
    # first.last for the email local-part (collapse middle tokens out)
    local = f"{tokens[0]}.{tokens[-1]}" if len(tokens) >= 2 else tokens[0]
    return {"id": f"rep_{slug}", "name": name, "email": f"{local}@{EMAIL_DOMAIN}"}


def target_contacts(row: dict) -> list[dict]:
    name = (row.get("Primary Contact") or "").strip()
    email = (row.get("Contact Email") or "").strip()
    phone = (row.get("Contact Phone") or "").strip()
    if not (name or email):
        return []
    return [{
        "name": name or "(primary contact)",
        "email": email,
        "phone": phone,
        "inCrm": True,
    }]


def main(csv_path: str) -> None:
    rows = list(csv.DictReader(open(csv_path, newline="", encoding="utf-8-sig")))
    accounts = []
    for r in rows:
        g = lambda k: (r.get(k) or "").strip()
        classification = g("Classification")
        accounts.append({
            "accountId": g("OEC Account Number"),
            "accountName": g("Customer Company Name"),
            "domain": clean_domain(g("Website"), g("Authorized Email Domain")),
            "industry": g("Licensee Industry") or g("Parent Account Industry"),
            "accountTier": TIER_MAP.get(classification.lower(), "enterprise"),
            "crmClassification": classification,
            "subClass": g("Sub Class"),
            "assignedRep": rep_identity(g("Owner")),
            "currentProducts": [],
            "targetContacts": target_contacts(r),
            "reference": {
                "oecAccountNumber": g("OEC Account Number"),
                "erpAccountNumber": g("Erp Account Number"),
                "parentId": g("Parent ID"),
                "parentName": g("Rpt Parent Name") or g("Parent Account"),
                "globalParentId": g("Global Parent ID"),
                "globalParentName": g("Global Parent Name"),
                "classification": classification,
                "subClass": g("Sub Class"),
                "salesRegion": g("Sales Region"),
                "salesArea": g("Sales Area"),
                "salesTerritory": g("Sales Territory"),
                "renewalOwner": g("Renewal Owner"),
                "country": g("Country"),
                "state": g("State"),
                "website": g("Website"),
                "emailDomain": g("Authorized Email Domain"),
            },
            "lastRunAt": None,
        })

    doc = {
        "_note": (
            "Imported from ISG Customer Sales Assignments territory CSV "
            "(scripts/import_accounts.py). accountId = OEC Account Number. "
            "Tier: Classification Strategic->strategic, Corporate->enterprise "
            "(verbatim in crmClassification/subClass). Rep email synthesized "
            "first.last@broadcom.com (UNVERIFIED). reference.parentId is the "
            "Parent Account ID for future product-entitlement matching. "
            "currentProducts empty until entitlement data is loaded."
        ),
        "accounts": accounts,
    }
    OUT.write_text(json.dumps(doc, indent=2))
    print(f"wrote {len(accounts)} accounts -> {OUT}")


if __name__ == "__main__":
    main(sys.argv[1])