Floke
95634d7bb6
This commit introduces the foundational elements for the new "Company Explorer" web application, marking a significant step away from the legacy Google Sheets / CLI system. Key changes include: - Project Structure: A new directory with separate (FastAPI) and (React/Vite) components. - Data Persistence: Migration from Google Sheets to a local SQLite database () using SQLAlchemy. - Core Utilities: Extraction and cleanup of essential helper functions (LLM wrappers, text utilities) into . - Backend Services: , , for AI-powered analysis, and logic. - Frontend UI: Basic React application with company table, import wizard, and dynamic inspector sidebar. - Docker Integration: Updated and for multi-stage builds and sideloading. - Deployment & Access: Integrated into central Nginx proxy and dashboard, accessible via . Lessons Learned & Fixed during development: - Frontend Asset Loading: Addressed issues with Vite's path and FastAPI's . - TypeScript Configuration: Added and . - Database Schema Evolution: Solved errors by forcing a new database file and correcting override. - Logging: Implemented robust file-based logging (). This new foundation provides a powerful and maintainable platform for future B2B robotics lead generation.
104 lines
3.5 KiB
Python
104 lines
3.5 KiB
Python
import os
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import logging
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from sqlalchemy.orm import Session
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from ..database import Company
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from ..interfaces import LeadData, TaskData, CRMRepository
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from ..repositories.mock import MockRepository
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from ..repositories.superoffice import SuperOfficeRepository
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from ..config import settings
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logger = logging.getLogger(__name__)
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class CRMFactory:
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_instance: CRMRepository = None
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@classmethod
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def get_repository(cls) -> CRMRepository:
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if cls._instance:
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return cls._instance
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crm_type = os.getenv("CRM_TYPE", "MOCK").upper()
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if crm_type == "SUPEROFFICE":
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# Load credentials securely from settings/env
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tenant = os.getenv("SO_TENANT_ID", "")
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token = os.getenv("SO_API_TOKEN", "")
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logger.info("Initializing SuperOffice Repository...")
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cls._instance = SuperOfficeRepository(tenant, token)
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else:
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logger.info("Initializing Mock Repository (Default)...")
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cls._instance = MockRepository()
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return cls._instance
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class SyncService:
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def __init__(self, db: Session):
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self.db = db
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self.repo = CRMFactory.get_repository()
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def sync_company(self, company_id: int) -> dict:
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"""
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Pushes a local company to the external CRM.
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"""
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local_company = self.db.query(Company).filter(Company.id == company_id).first()
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if not local_company:
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return {"error": "Company not found"}
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# 1. Map Data
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# Extract highest robotics potential score
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max_score = 0
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reason = ""
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for sig in local_company.signals:
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if sig.confidence > max_score:
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max_score = int(sig.confidence)
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reason = f"{sig.signal_type} ({sig.value})"
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lead_data = LeadData(
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name=local_company.name,
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website=local_company.website,
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city=local_company.city,
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country=local_company.country,
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industry=local_company.industry_ai, # We suggest our AI industry
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robotics_potential_score=max_score,
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robotics_potential_reason=reason
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)
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# 2. Check if already linked
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external_id = local_company.crm_id
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# 3. Check if exists in CRM (by name) if not linked yet
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if not external_id:
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external_id = self.repo.find_company(local_company.name)
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action = "none"
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if external_id:
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# Update
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success = self.repo.update_lead(external_id, lead_data)
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if success:
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action = "updated"
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# If we found it by search, link it locally
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if not local_company.crm_id:
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local_company.crm_id = external_id
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self.db.commit()
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else:
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# Create
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new_id = self.repo.create_lead(lead_data)
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if new_id:
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action = "created"
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local_company.crm_id = new_id
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self.db.commit()
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# Create a task for the sales rep if high potential
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if max_score > 70:
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self.repo.create_task(new_id, TaskData(
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subject="🔥 Hot Robotics Lead",
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description=f"AI detected high potential ({max_score}%). Reason: {reason}. Please check website."
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))
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return {
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"status": "success",
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"action": action,
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"crm": self.repo.get_name(),
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"external_id": local_company.crm_id
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}
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