SalesBuddy / classes.py
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Includes deal analysis
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class SessionState:
session_stage = ""
do_evaluation = False
do_opportunity_analysis = True
do_customer_research = False
do_objections = False
add_objections_to_analysis = True
ask_objections = True
use_objection_cache = True
do_ragas_evaluation = False
customer_research_report_md = "HSBC Quarterly Report 2024-10-16.md"
customer_research_report_pdf = "HSBC Quarterly Report 2024-10-16.pdf"
bettetech_value_proposition_pdf = "BetterTech Lending Analytics Solution.pdf"
do_voice = True
status = "active"
scenario = None
qa_mode = "single"
questions = []
start_time = None
end_time = None
duration_minutes = None
attitude = "Happy"
mood_score = 5
num_questions = 2
current_question_index = 0
previous_answer = None
question = ""
ground_truth = ""
rep_answer = ""
responses = []
queries = []
llm_responses = []
command = ""
scores = []
llm_next_steps = ""
opportunity_review_results = None
opportunity_review_report = None
def __init__(self):
self.session_stage = "research"
self.do_evaluation = False
self.do_opportunity_analysis = True
self.do_customer_research = True
self.do_objections = False
self.add_objections_to_analysis = False
self.ask_objections = True
self.use_objection_cache = True
self.do_ragas_evaluation = False
self.customer_research_report_md = "HSBC Quarterly Report 2024-10-16.md"
self.customer_research_report_pdf = "HSBC Quarterly Report 2024-10-16.pdf"
self.bettetech_value_proposition_pdf = "BetterTech Lending Analytics Solution.pdf"
self.do_voice = True
self.status = "active"
self.scenario = None
self.qa_mode = "single"
self.questions = []
self.start_time = None
self.end_time = None
self.duration_minutes = None
self.attitude = "Happy"
self.mood_score = 5
self.num_questions = 2
self.current_question_index = 0
self.previous_answer = None
self.question = ""
self.ground_truth = ""
self.rep_answer = ""
self.responses = []
self.queries = []
self.llm_responses = []
self.command = ""
self.scores = []
self.llm_next_steps = ""
self.company = None
self.customer = None
self.opportunity = None
self.scenario = None
self.opportunity_review_results = None
self.opportunity_review_report = None
class Company:
def __init__(self, name, description, product, product_summary, product_description):
self.name = name
self.description = description
self.product = product
self.product_summary = product_summary
self.product_description = product_description
class Customer:
def __init__(self, name, contact_name, contact_role):
self.name = name
self.contact_name = contact_name
self.contact_role = contact_role
self.background = None
class Opportunity:
def __init__(self, id, name, stage, description, value, close_date, activity, next_steps):
self.id = id
self.name = name
self.stage = stage
self.description = description
self.value = value
self.close_date = close_date
self.activity = activity
self.next_steps = next_steps
def __init__(self):
self.company = None
self.customer = None
self.opportunity = None
self.scenario = None
def add_company_info(self, name, description, product, product_summary, product_description):
self.company = self.Company(name, description, product, product_summary, product_description)
def add_customer_info(self, name, contact_name, contact_role):
self.customer = self.Customer(name, contact_name, contact_role)
def add_opportunity_info(self, id, name, stage, description, value, close_date, activity, next_steps):
self.opportunity = self.Opportunity(id, name, stage, description, value, close_date, activity, next_steps)
def add_scenario_info(self, scenario_data):
self.scenario = scenario_data
self.add_opportunity_info(
id=scenario_data['Opportunity ID'],
name=scenario_data['Opportunity Name'],
stage=scenario_data['Opportunity Stage'],
description=scenario_data['Opportunity Description'],
value=scenario_data['Opportunity Value'],
close_date=scenario_data['Close Date'],
activity=scenario_data['Activity'],
next_steps=scenario_data['Next Steps']
)
self.add_customer_info(
name=scenario_data['Customer Name'],
contact_name=scenario_data['Customer Contact'],
contact_role=scenario_data['Customer Contact Role']
)
def get_opening(self):
output_lines = [
"**Simulation Scenario**",
f"**Customer:** {self.customer.name if self.customer else 'Unknown'}",
f"**Opportunity:** {self.opportunity.name if self.opportunity else 'Unknown'}",
f"**Value:** {self.opportunity.value if self.opportunity and hasattr(self.opportunity, 'value') else 'Unknown'}",
f"**Stage:** {self.opportunity.stage if self.opportunity else 'N/A'}",
f"**Target Close Date:** {self.opportunity.close_date if self.opportunity and hasattr(self.opportunity, 'close_date') else 'Unknown'}",
f"**Opportunity Description:** {self.opportunity.description if self.opportunity else 'Unknown'}",
f"**Meeting with:** {self.customer.contact_name} ({self.customer.contact_role})",
f"**Activity:** {self.opportunity.activity if self.opportunity and hasattr(self.opportunity, 'activity') else 'Unknown'}",
f"**Current Meeting:** {self.opportunity.next_steps if self.opportunity and hasattr(self.opportunity, 'next_steps') else 'Unknown'}"
]
output = "\n".join(output_lines)
return output
def __str__(self):
company_info = f"{self.company.name} - " if self.company else ""
customer_info = f"for {self.customer.name}" if self.customer else "No Customer"
opportunity_info = f"{self.opportunity.name} ({self.opportunity.stage})" if self.opportunity else "No opportunity set"
return f"{company_info}SessionState: {customer_info} {opportunity_info}".strip()