"""Demo data: one campaign, its rule set, its templates and 15 prospects. The prospects are deliberately mixed - CEOs, founders, owners, the wrong industry, the wrong location, a student, an intern and a recruiter - so the rule engine visibly qualifies some and rejects others. """ from __future__ import annotations from datetime import date, timedelta from typing import Any from sqlalchemy import select from sqlalchemy.orm import Session from app.models import ( Campaign, CampaignSettings, Lead, MessageTemplate, MessageVariant, OutreachTask, Rule, User, ) from app.models.enums import ( CampaignStatus, ReplyStatus, RuleAction, RuleMatchType, RuleOperator, TaskType, ) from app.rules.defaults import GLOBAL_RULE_SEEDS from app.services import lead_service, outreach_service, scoring_service DEMO_CAMPAIGN_NAME = "USA Real Estate CEOs" CAMPAIGN_RULES: list[dict[str, Any]] = [ {"name": "CEO", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "CEO", "action": RuleAction.SCORE, "points": 30, "priority": 100}, {"name": "Founder", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "Founder", "action": RuleAction.SCORE, "points": 25, "priority": 101}, {"name": "Owner", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "Owner", "action": RuleAction.SCORE, "points": 20, "priority": 102}, {"name": "Managing Director", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "Managing Director", "action": RuleAction.SCORE, "points": 20, "priority": 103}, {"name": "Real Estate industry", "field": "industry", "operator": RuleOperator.CONTAINS, "value": "real estate", "action": RuleAction.SCORE, "points": 30, "priority": 110}, {"name": "United States", "field": "location", "operator": RuleOperator.CONTAINS, "value": "United States", "action": RuleAction.SCORE, "points": 20, "priority": 120}, {"name": "Company size 10-100", "field": "companySize", "operator": RuleOperator.BETWEEN, "value": "10", "value2": "100", "action": RuleAction.SCORE, "points": 15, "priority": 130}, {"name": "Use the CEO template", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "CEO", "action": RuleAction.SELECT_TEMPLATE, "action_value": "CEO connection", "priority": 300}, {"name": "Use the Founder template", "field": "jobTitle", "operator": RuleOperator.CONTAINS, "value": "Founder", "action": RuleAction.SELECT_TEMPLATE, "action_value": "Founder connection", "priority": 301}, {"name": "Real estate personalisation", "field": "industry", "operator": RuleOperator.CONTAINS, "value": "real estate", "action": RuleAction.ADD_PHRASE, "action_value": "I've been building sites and CRMs for {companyDescriptor}s in property.", "priority": 400}, ] TEMPLATES: list[dict[str, Any]] = [ { "name": "CEO connection", "category": "connection", "priority": 10, "conditions": [{"field": "jobTitle", "operator": "contains", "value": "CEO"}], "body": ( "Hi {firstName|there}, I came across {company} while researching " "{industry|your industry} companies in {location|your area}. " "{{#if companySize less_than 50}}Always interested in how a {companyDescriptor} " "handles its tooling.{{else}}Curious how your team handles its tooling.{{/if}} " "Would be great to connect." ), "description": "Used when the job title contains CEO.", }, { "name": "Founder connection", "category": "connection", "priority": 20, "conditions": [{"field": "jobTitle", "operator": "regex", "value": "founder|co-founder"}], "body": ( "Hi {firstName|there}, I noticed you founded {company}. " "I work with founders of {companyDescriptor}s on websites, CRMs and automation. " "Would be great to connect." ), "description": "Used when the job title contains Founder.", }, { "name": "Real estate connection", "category": "connection", "priority": 30, "conditions": [{"field": "industry", "operator": "contains", "value": "real estate"}], "body": ( "Hi {firstName|there}, I came across your profile while researching " "{industry} companies in {location|your area}. Would be great to connect." ), "description": "Used for any real estate prospect that is not a CEO or founder.", }, { "name": "General connection", "category": "connection", "priority": 100, "is_default": True, "body": "Hi {firstName|there}, I came across {company} and thought it would be great to connect.", "description": "Fallback connection note with three rotating variations.", "variants": [ { "name": "Variation A", "body": "Hi {firstName|there}, I came across {company} and thought it would be great to connect.", }, { "name": "Variation B", "body": "Hi {firstName|there}, noticed you're working in {industry|your field}. I'd love to connect and exchange ideas.", }, { "name": "Variation C", "body": "Hi {firstName|there}, I came across your profile while researching {industry|your industry} companies in {location|your area}. Would be great to connect.", }, ], }, { "name": "First message", "category": "first_message", "priority": 100, "is_default": True, "body": ( "Thanks for connecting, {firstName|there}. {industryPhrase}\n\n" "{{#if jobTitle contains CEO}}Since you're running {company}, you'd know better than " "anyone where the manual work sits.{{else}}Curious whether that's on your radar at " "{company}.{{/if}} Worth a short chat?" ), }, { "name": "Follow-up 1", "category": "follow_up_1", "priority": 100, "is_default": True, "body": ( "Hi {firstName|there}, just floating this back to the top of your inbox. " "Happy to share a couple of examples of what we built for other " "{industry|similar} teams if that's useful." ), }, { "name": "Follow-up 2", "category": "follow_up_2", "priority": 100, "is_default": True, "body": ( "Hi {firstName|there}, no worries if the timing isn't right. " "If it helps, I can send over a one-page outline of how we'd approach it for {company}." ), }, { "name": "Follow-up 3", "category": "follow_up_3", "priority": 100, "is_default": True, "body": ( "Hi {firstName|there}, last note from me so I'm not cluttering your inbox. " "If it becomes relevant later, I'm easy to find here." ), }, ] DEMO_LEADS: list[dict[str, Any]] = [ { "full_name": "John Smith", "job_title": "CEO", "company": "ABC Realty", "industry": "Real Estate", "location": "Austin, United States", "company_size": 42, "headline": "CEO at ABC Realty | Residential property investment", "about": "Building a residential brokerage across Texas.", "profile_url": "https://www.linkedin.com/in/john-smith-abc-realty", "website": "https://abcrealty.example.com", }, { "full_name": "Maria Gonzalez", "job_title": "Founder", "company": "Sunrise Property Group", "industry": "Real Estate", "location": "Miami, United States", "company_size": 18, "headline": "Founder at Sunrise Property Group | Property management", "profile_url": "https://www.linkedin.com/in/maria-gonzalez-sunrise", }, { "full_name": "David Chen", "job_title": "Owner", "company": "Chen Brokerage", "industry": "Real Estate", "location": "Seattle, United States", "company_size": 12, "headline": "Owner at Chen Brokerage | Commercial realtor", "profile_url": "https://www.linkedin.com/in/david-chen-brokerage", "website": "https://chenbrokerage.example.com", }, { "full_name": "Priya Raman", "job_title": "Managing Director", "company": "Metro Realty Partners", "industry": "Real Estate", "location": "Chicago, United States", "company_size": 150, "headline": "Managing Director at Metro Realty Partners", "profile_url": "https://www.linkedin.com/in/priya-raman-metro", "website": "https://metrorealty.example.com", }, { "full_name": "Carlos Mendes", "job_title": "Owner & Real Estate Investor", "company": "Mendes Holdings", "industry": "Real Estate", "location": "Phoenix, United States", "headline": "Owner at Mendes Holdings | Multifamily property investor", "profile_url": "https://www.linkedin.com/in/carlos-mendes-holdings", }, { "full_name": "Nina Patel", "job_title": "VP of Operations", "company": "Skyline Realty Group", "industry": "Real Estate", "location": "Atlanta, United States", "company_size": 90, "headline": "VP Operations at Skyline Realty Group", "profile_url": "https://www.linkedin.com/in/nina-patel-skyline", "website": "https://skylinerealty.example.com", }, { "full_name": "Tom Becker", "job_title": "CEO", "company": "Becker Construction", "industry": "Construction", "location": "Denver, United States", "company_size": 60, "headline": "CEO at Becker Construction | Commercial builds", "profile_url": "https://www.linkedin.com/in/tom-becker-construction", "website": "https://beckerconstruction.example.com", }, { "full_name": "Robert Kline", "job_title": "CEO", "company": None, "industry": "Real Estate", "location": "Houston, United States", "headline": "CEO | Independent real estate consultant", "profile_url": "https://www.linkedin.com/in/robert-kline-re", }, { "full_name": "Alex Turner", "job_title": "Marketing Manager", "company": "Bright Homes", "industry": "Real Estate", "location": "New York, United States", "company_size": 35, "headline": "Marketing Manager at Bright Homes", "profile_url": "https://www.linkedin.com/in/alex-turner-bright", }, { "full_name": "Emily Watson", "job_title": "Founder", "company": "Watson Interiors", "industry": "Interior Design", "location": "Portland, United States", "company_size": 8, "headline": "Founder at Watson Interiors", "profile_url": "https://www.linkedin.com/in/emily-watson-interiors", "website": "https://watsoninteriors.example.com", }, { "full_name": "Sofia Almeida", "job_title": "CEO", "company": "Lisboa Imobiliaria", "industry": "Real Estate", "location": "Lisbon, Portugal", "company_size": 5, "headline": "CEO at Lisboa Imobiliaria | Property sales", "profile_url": "https://www.linkedin.com/in/sofia-almeida-lisboa", }, { "full_name": "Michael Osei", "job_title": "CTO", "company": "FinEdge Analytics", "industry": "Financial Services", "location": "London, United Kingdom", "company_size": 80, "headline": "CTO at FinEdge Analytics", "profile_url": "https://www.linkedin.com/in/michael-osei-finedge", "website": "https://finedge.example.com", }, { "full_name": "Rachel Adams", "job_title": "Student", "company": "University of Texas", "industry": "Education", "location": "Austin, United States", "headline": "Student | Real estate finance major", "profile_url": "https://www.linkedin.com/in/rachel-adams-ut", }, { "full_name": "Kevin Brooks", "job_title": "Marketing Intern", "company": "HomeSpark", "industry": "Real Estate", "location": "Boston, United States", "company_size": 30, "headline": "Marketing Intern at HomeSpark", "profile_url": "https://www.linkedin.com/in/kevin-brooks-homespark", }, { "full_name": "Laura Diaz", "job_title": "Technical Recruiter", "company": "TalentBridge", "industry": "Staffing & Recruiting", "location": "Dallas, United States", "company_size": 200, "headline": "Technical Recruiter at TalentBridge", "profile_url": "https://www.linkedin.com/in/laura-diaz-talentbridge", }, ] def seed_user(db: Session) -> User: user = db.scalars(select(User).order_by(User.id)).first() if user is None: user = User( name="Alex Morgan", email="alex@example.com", company="Easylife Studio", job_title="Founder", calendar_link="https://cal.example.com/alex", ) db.add(user) db.flush() return user def seed_global_rules(db: Session) -> int: created = 0 for spec in GLOBAL_RULE_SEEDS: exists = db.scalars( select(Rule).where(Rule.name == spec["name"], Rule.campaign_id.is_(None)) ).first() if exists is not None: continue db.add(Rule(campaign_id=None, **spec)) created += 1 db.flush() return created def seed_campaign_rules(db: Session, campaign: Campaign) -> int: created = 0 for spec in CAMPAIGN_RULES: exists = db.scalars( select(Rule).where(Rule.name == spec["name"], Rule.campaign_id == campaign.id) ).first() if exists is not None: continue db.add(Rule(campaign_id=campaign.id, **spec)) created += 1 db.flush() return created def seed_templates(db: Session, campaign: Campaign) -> int: created = 0 for spec in TEMPLATES: exists = db.scalars( select(MessageTemplate).where( MessageTemplate.name == spec["name"], MessageTemplate.campaign_id == campaign.id ) ).first() if exists is not None: continue variants = spec.pop("variants", []) template = MessageTemplate( campaign_id=campaign.id, match_type=RuleMatchType.ALL, **spec ) for variant in variants: template.variants.append(MessageVariant(**variant)) db.add(template) created += 1 if variants: spec["variants"] = variants db.flush() return created def seed_campaign(db: Session) -> Campaign: campaign = db.scalars(select(Campaign).where(Campaign.name == DEMO_CAMPAIGN_NAME)).first() if campaign is None: campaign = Campaign( name=DEMO_CAMPAIGN_NAME, description="Decision makers at small and mid-size US real estate businesses.", status=CampaignStatus.ACTIVE, target_industries=["Real Estate"], target_locations=["United States"], target_titles=["CEO", "Founder", "Owner", "Managing Director"], keywords=["real estate", "property", "realtor", "brokerage"], exclude_keywords=["recruiter", "student", "intern"], company_size_min=10, company_size_max=100, min_score=70, outreach_objective=( "Offer website development, SaaS/CRM builds and workflow automation." ), ) db.add(campaign) db.flush() db.add(CampaignSettings(campaign_id=campaign.id, followup_days=[3, 7, 14])) db.flush() return campaign def seed_all(db: Session, reset: bool = False) -> dict[str, Any]: """Create (or refresh) the full demo dataset. Returns a small summary.""" if reset: existing = db.scalars(select(Campaign).where(Campaign.name == DEMO_CAMPAIGN_NAME)).first() if existing is not None: db.delete(existing) db.commit() seed_user(db) seed_global_rules(db) campaign = seed_campaign(db) seed_campaign_rules(db, campaign) seed_templates(db, campaign) db.commit() created_leads = 0 for payload in DEMO_LEADS: data = dict(payload) data["source"] = "demo" lead, created = lead_service.create_lead(db, data, campaign, source="demo") if created: created_leads += 1 db.commit() for lead in db.scalars(select(Lead).where(Lead.campaign_id == campaign.id)).all(): scoring_service.score_lead(db, lead, campaign, record_history=False) db.commit() outreach_service.generate_tasks_for_campaign(db, campaign, only_qualified=False) _simulate_progress(db, campaign) total = len(db.scalars(select(Lead).where(Lead.campaign_id == campaign.id)).all()) return {"campaign": campaign.name, "leads": total, "created": created_leads} def _simulate_progress(db: Session, campaign: Campaign) -> None: """Complete a couple of tasks and log one reply so the analytics are not empty.""" john = db.scalars( select(Lead).where(Lead.campaign_id == campaign.id, Lead.full_name == "John Smith") ).first() maria = db.scalars( select(Lead).where(Lead.campaign_id == campaign.id, Lead.full_name == "Maria Gonzalez") ).first() if john is not None: task = db.scalars( select(OutreachTask).where( OutreachTask.lead_id == john.id, OutreachTask.task_type == TaskType.CONNECTION_REQUEST.value, OutreachTask.status == "pending", ) ).first() if task is not None: outreach_service.approve_task(db, task) outreach_service.complete_task(db, task, notes="Invite sent manually on LinkedIn") if maria is not None: task = db.scalars( select(OutreachTask).where( OutreachTask.lead_id == maria.id, OutreachTask.task_type == TaskType.CONNECTION_REQUEST.value, OutreachTask.status == "pending", ) ).first() if task is not None: outreach_service.complete_task(db, task) task.completed_at = task.completed_at - timedelta(days=2) task.scheduled_date = date.today() - timedelta(days=2) outreach_service.record_reply( db, maria, ReplyStatus.INTERESTED.value, "Sounds interesting, send more details." ) db.commit()