annator-atom / backend /ai /data_intelligence.py
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from dataclasses import dataclass
from datetime import datetime
from enum import Enum
import json
import logging
from typing import Any, Dict, List, Optional, Set
import uuid
# Configure logging
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)
class EntityType(Enum):
"""Types of entities that can be unified across platforms"""
CONTACT = "contact"
COMPANY = "company"
TASK = "task"
PROJECT = "project"
FILE = "file"
MESSAGE = "message"
DEAL = "deal"
CAMPAIGN = "campaign"
EVENT = "event"
USER = "user"
class PlatformType(Enum):
"""Supported platform types for data unification"""
SLACK = "slack"
TEAMS = "teams"
DISCORD = "discord"
GOOGLE_CHAT = "google_chat"
TELEGRAM = "telegram"
WHATSAPP = "whatsapp"
ZOOM = "zoom"
GOOGLE_DRIVE = "google_drive"
DROPBOX = "dropbox"
BOX = "box"
ONEDRIVE = "onedrive"
GITHUB = "github"
ASANA = "asana"
NOTION = "notion"
LINEAR = "linear"
MONDAY = "monday"
TRELLO = "trello"
JIRA = "jira"
GITLAB = "gitlab"
SALESFORCE = "salesforce"
HUBSPOT = "hubspot"
INTERCOM = "intercom"
FRESHDESK = "freshdesk"
ZENDESK = "zendesk"
STRIPE = "stripe"
QUICKBOOKS = "quickbooks"
XERO = "xero"
MAILCHIMP = "mailchimp"
HUBSPOT_MARKETING = "hubspot_marketing"
TABLEAU = "tableau"
GOOGLE_ANALYTICS = "google_analytics"
FIGMA = "figma"
SHOPIFY = "shopify"
# Zoho Suite
ZOHO_WORKDRIVE = "zoho_workdrive"
ZOHO_CRM = "zoho_crm"
ZOHO_BOOKS = "zoho_books"
ZOHO_INVENTORY = "zoho_inventory"
ZOHO_MAIL = "zoho_mail"
ZOHO_PROJECTS = "zoho_projects"
@dataclass
class UnifiedEntity:
"""Unified entity representation across multiple platforms"""
entity_id: str
entity_type: EntityType
canonical_name: str
platform_mappings: Dict[PlatformType, str] # platform -> platform_specific_id
attributes: Dict[str, Any]
relationships: Dict[str, List[str]] # relationship_type -> list of entity_ids
created_at: datetime
updated_at: datetime
confidence_score: float
source_platforms: Set[PlatformType]
@dataclass
class DataRelationship:
"""Relationship between unified entities"""
relationship_id: str
source_entity_id: str
target_entity_id: str
relationship_type: str
strength: float # 0.0 to 1.0
evidence: List[str] # Sources of evidence for this relationship
created_at: datetime
@dataclass
class DataAnomaly:
"""Represents a cross-platform data anomaly or insight"""
anomaly_id: str
severity: str # "critical", "warning", "info"
title: str
description: str
affected_entities: List[str] # List of entity_ids
platforms: List[PlatformType]
recommendation: str
timestamp: datetime
metadata: Dict[str, Any]
action_type: Optional[str] = None # "workflow", "tool", "link"
action_payload: Optional[Dict[str, Any]] = None
class DataIntelligenceEngine:
"""Unified Data Intelligence Engine for Cross-Platform Data"""
def __init__(self):
self.entity_registry: Dict[str, UnifiedEntity] = {}
self.relationship_registry: Dict[str, DataRelationship] = {}
self.platform_connectors = self._initialize_platform_connectors()
self.entity_resolvers = self._initialize_entity_resolvers()
def _initialize_platform_connectors(self) -> Dict[PlatformType, callable]:
"""Initialize platform data connectors"""
# In production, return real connectors that fetch from actual integrations
# Falls back to empty data if integration not configured
return {platform: self._get_platform_data for platform in PlatformType}
async def _get_platform_data(self, platform: PlatformType) -> List[Dict[str, Any]]:
"""Get data from real platform integration or return empty if not configured"""
import os
mock_mode = os.getenv("MOCK_MODE_ENABLED", "false").lower() == "true"
ENVIRONMENT = os.getenv("ENVIRONMENT", "development")
# Check if mock mode is explicitly enabled for development
if mock_mode and ENVIRONMENT == "development":
return self._mock_platform_connector(platform)
# Try to get real data from integration services
try:
# We use UniversalIntegrationService for a unified access pattern
from integrations.universal_integration_service import UniversalIntegrationService
service = UniversalIntegrationService()
# Platform-specific data fetching via execute("list")
# This ensures we use the same robust logic as agents
res = await service.execute(
service=platform.value,
action="list",
params={"entity": self._get_default_entity(platform)}
)
if isinstance(res, list):
return res
elif isinstance(res, dict) and res.get("status") == "success":
return res.get("result", [])
return []
except Exception as e:
logger.warning(f"Error fetching data from {platform.value}: {e}")
return []
def _get_default_entity(self, platform: PlatformType) -> str:
"""Get default entity type to list for a platform"""
defaults = {
# === SALES & CRM (feeds Sales dashboard) ===
PlatformType.SALESFORCE: "contact",
PlatformType.HUBSPOT: "contact",
PlatformType.ZOHO_CRM: "contact",
# === COMMUNICATION (feeds Communication hub) ===
PlatformType.SLACK: "message",
PlatformType.TEAMS: "message",
PlatformType.DISCORD: "message",
PlatformType.GOOGLE_CHAT: "message",
PlatformType.TELEGRAM: "message",
PlatformType.WHATSAPP: "message",
PlatformType.ZOOM: "meeting",
PlatformType.ZOHO_MAIL: "message",
# === PROJECT MANAGEMENT (feeds Projects dashboard) ===
PlatformType.ASANA: "task",
PlatformType.JIRA: "task",
PlatformType.LINEAR: "task",
PlatformType.TRELLO: "task",
PlatformType.MONDAY: "task",
PlatformType.ZOHO_PROJECTS: "task",
# === STORAGE & KNOWLEDGE (feeds Knowledge dashboard) ===
PlatformType.GOOGLE_DRIVE: "file",
PlatformType.DROPBOX: "file",
PlatformType.ONEDRIVE: "file",
PlatformType.BOX: "file",
PlatformType.NOTION: "file",
PlatformType.ZOHO_WORKDRIVE: "file",
# === SUPPORT (feeds Support dashboard) ===
PlatformType.ZENDESK: "ticket",
PlatformType.FRESHDESK: "ticket",
PlatformType.INTERCOM: "conversation",
# === DEVELOPMENT (feeds Dev Studio) ===
PlatformType.GITHUB: "repository",
PlatformType.GITLAB: "repository",
PlatformType.FIGMA: "file",
# === FINANCE (feeds Finance dashboard) ===
PlatformType.STRIPE: "payment",
PlatformType.QUICKBOOKS: "invoice",
PlatformType.XERO: "invoice",
PlatformType.ZOHO_BOOKS: "invoice",
PlatformType.ZOHO_INVENTORY: "inventory",
# === MARKETING (feeds Marketing dashboard) ===
PlatformType.MAILCHIMP: "campaign",
PlatformType.HUBSPOT_MARKETING: "campaign",
# === ANALYTICS (feeds Analytics dashboard) ===
PlatformType.TABLEAU: "report",
PlatformType.GOOGLE_ANALYTICS: "report",
# === E-COMMERCE (feeds Sales/Finance) ===
PlatformType.SHOPIFY: "order",
}
return defaults.get(platform, "contact")
def _initialize_entity_resolvers(self) -> Dict[EntityType, callable]:
"""Initialize entity resolution functions"""
return {
EntityType.CONTACT: self._resolve_contact_entity,
EntityType.COMPANY: self._resolve_company_entity,
EntityType.TASK: self._resolve_task_entity,
EntityType.PROJECT: self._resolve_project_entity,
EntityType.FILE: self._resolve_file_entity,
EntityType.MESSAGE: self._resolve_message_entity,
EntityType.DEAL: self._resolve_deal_entity,
EntityType.CAMPAIGN: self._resolve_campaign_entity,
EntityType.EVENT: self._resolve_event_entity,
EntityType.USER: self._resolve_user_entity,
}
async def ingest_platform_data(
self, platform: PlatformType, data: List[Dict[str, Any]]
) -> List[UnifiedEntity]:
"""Ingest data from a specific platform and unify entities"""
logger.info(f"Ingesting data from {platform.value}: {len(data)} items")
unified_entities = []
for item in data:
try:
entity_type = self._detect_entity_type(platform, item)
if entity_type:
unified_entity = self._create_unified_entity(
platform, entity_type, item
)
if unified_entity:
unified_entities.append(unified_entity)
self.entity_registry[unified_entity.entity_id] = unified_entity
except Exception as e:
logger.error(f"Error processing item from {platform.value}: {e}")
continue
# After ingestion, resolve relationships
self._resolve_relationships(unified_entities)
return unified_entities
def _detect_entity_type(
self, platform: PlatformType, data: Dict[str, Any]
) -> Optional[EntityType]:
"""Detect entity type from platform data"""
platform_entity_mappings = {
PlatformType.SLACK: {
"user": EntityType.USER,
"message": EntityType.MESSAGE,
"file": EntityType.FILE,
},
PlatformType.ASANA: {
"task": EntityType.TASK,
"project": EntityType.PROJECT,
"user": EntityType.USER,
},
PlatformType.SALESFORCE: {
"contact": EntityType.CONTACT,
"account": EntityType.COMPANY,
"opportunity": EntityType.DEAL,
},
PlatformType.HUBSPOT: {
"contact": EntityType.CONTACT,
"company": EntityType.COMPANY,
"deal": EntityType.DEAL,
"campaign": EntityType.CAMPAIGN,
},
PlatformType.GOOGLE_DRIVE: {
"file": EntityType.FILE,
"folder": EntityType.PROJECT,
},
# Add mappings for other platforms...
}
platform_mapping = platform_entity_mappings.get(platform, {})
# Simple type detection based on common fields
# Handle variations in field naming across platforms
email_fields = ["email", "Email"]
name_fields = ["name", "Name", "firstname", "first_name"]
title_fields = ["title", "name", "Name"]
due_date_fields = ["due_date", "dueDate", "due"]
industry_fields = ["industry", "Industry"]
amount_fields = ["amount", "Amount", "value", "Value"]
stage_fields = ["stage", "Stage", "dealstage", "dealStage"]
# Contact detection
has_email = any(field in data for field in email_fields)
has_name = any(field in data for field in name_fields)
if has_email and has_name:
return EntityType.CONTACT
# Task detection
has_title = any(field in data for field in title_fields)
has_due_date = any(field in data for field in due_date_fields)
if has_title and has_due_date:
return EntityType.TASK
# Company detection
has_name = any(field in data for field in name_fields)
has_industry = any(field in data for field in industry_fields)
if has_name and has_industry:
return EntityType.COMPANY
# File detection
if (
"file_name" in data
or "mime_type" in data
or "gid" in data
and "name" in data
):
return EntityType.FILE
# Message detection
if "message" in data or "content" in data:
return EntityType.MESSAGE
# Deal detection
has_amount = any(field in data for field in amount_fields)
has_stage = any(field in data for field in stage_fields)
if has_amount and has_stage:
return EntityType.DEAL
# Campaign detection
if "campaign_name" in data and "status" in data:
return EntityType.CAMPAIGN
return None
def _create_unified_entity(
self, platform: PlatformType, entity_type: EntityType, data: Dict[str, Any]
) -> Optional[UnifiedEntity]:
"""Create a unified entity from platform-specific data"""
try:
# Generate unique entity ID
entity_id = str(uuid.uuid4())
# Extract canonical name
canonical_name = self._extract_canonical_name(entity_type, data)
# Extract platform-specific ID
platform_id = self._extract_platform_id(platform, data)
# Extract attributes
attributes = self._extract_attributes(entity_type, platform, data)
# Check if this entity already exists (entity resolution)
existing_entity = self._resolve_existing_entity(
entity_type, canonical_name, attributes, platform, platform_id
)
if existing_entity:
# Update existing entity with new platform mapping
existing_entity.platform_mappings[platform] = platform_id
existing_entity.source_platforms.add(platform)
existing_entity.updated_at = datetime.now()
# Merge attributes
existing_entity.attributes.update(attributes)
return existing_entity
# Create new entity
unified_entity = UnifiedEntity(
entity_id=entity_id,
entity_type=entity_type,
canonical_name=canonical_name,
platform_mappings={platform: platform_id},
attributes=attributes,
relationships={},
created_at=datetime.now(),
updated_at=datetime.now(),
confidence_score=1.0, # Initial confidence
source_platforms={platform},
)
return unified_entity
except Exception as e:
logger.error(f"Error creating unified entity: {e}")
return None
def _extract_canonical_name(
self, entity_type: EntityType, data: Dict[str, Any]
) -> str:
"""Extract canonical name for the entity"""
name_mappings = {
EntityType.CONTACT: ["name", "full_name", "first_name", "email"],
EntityType.COMPANY: ["name", "company_name", "account_name"],
EntityType.TASK: ["title", "name", "task_name"],
EntityType.PROJECT: ["name", "project_name", "title"],
EntityType.FILE: ["name", "file_name", "title"],
EntityType.MESSAGE: ["subject", "title", "message"],
EntityType.DEAL: ["name", "deal_name", "opportunity_name"],
EntityType.CAMPAIGN: ["name", "campaign_name", "title"],
EntityType.EVENT: ["name", "title", "event_name"],
EntityType.USER: ["name", "username", "email"],
}
fields = name_mappings.get(entity_type, ["name", "title"])
for field in fields:
if field in data and data[field]:
return str(data[field])
# Fallback: use first non-empty string field
for value in data.values():
if isinstance(value, str) and value.strip():
return value.strip()
return f"Unnamed {entity_type.value}"
def _extract_platform_id(self, platform: PlatformType, data: Dict[str, Any]) -> str:
"""Extract platform-specific ID from data"""
id_fields = {
PlatformType.SLACK: ["id", "user_id", "message_id"],
PlatformType.ASANA: ["gid", "id"],
PlatformType.SALESFORCE: ["Id", "id"],
PlatformType.HUBSPOT: ["id", "objectId"],
PlatformType.GOOGLE_DRIVE: ["id", "fileId"],
}
fields = id_fields.get(platform, ["id", "Id", "ID"])
for field in fields:
if field in data and data[field]:
return str(data[field])
return str(uuid.uuid4()) # Fallback
def _extract_attributes(
self, entity_type: EntityType, platform: PlatformType, data: Dict[str, Any]
) -> Dict[str, Any]:
"""Extract and normalize attributes from platform data"""
attributes = {}
# Common attributes across all entities
common_fields = ["created_at", "updated_at", "status", "description"]
for field in common_fields:
if field in data:
attributes[field] = data[field]
# Entity-type specific attributes
if entity_type == EntityType.CONTACT:
contact_fields = ["email", "phone", "company", "title", "department"]
for field in contact_fields:
if field in data:
attributes[field] = data[field]
elif entity_type == EntityType.TASK:
task_fields = ["due_date", "assignee", "priority", "project", "tags"]
for field in task_fields:
if field in data:
attributes[field] = data[field]
elif entity_type == EntityType.COMPANY:
company_fields = ["industry", "size", "website", "location", "revenue"]
for field in company_fields:
if field in data:
attributes[field] = data[field]
# Platform-specific attribute normalization
attributes = self._normalize_attributes(entity_type, platform, attributes)
return attributes
def _normalize_attributes(
self,
entity_type: EntityType,
platform: PlatformType,
attributes: Dict[str, Any],
) -> Dict[str, Any]:
"""Normalize attributes to common format"""
normalized = attributes.copy()
# Normalize status values
if "status" in normalized:
status = str(normalized["status"]).lower()
status_mapping = {
"active": "active",
"in progress": "active",
"open": "active",
"completed": "completed",
"done": "completed",
"closed": "completed",
"inactive": "inactive",
"archived": "archived",
}
normalized["status"] = status_mapping.get(status, status)
# Normalize priority values
if "priority" in normalized:
priority = str(normalized["priority"]).lower()
priority_mapping = {
"high": "high",
"urgent": "high",
"critical": "high",
"medium": "medium",
"normal": "medium",
"low": "low",
"minor": "low",
}
normalized["priority"] = priority_mapping.get(priority, priority)
return normalized
def _resolve_existing_entity(
self,
entity_type: EntityType,
canonical_name: str,
attributes: Dict[str, Any],
platform: PlatformType,
platform_id: str,
) -> Optional[UnifiedEntity]:
"""Resolve if this entity already exists in the registry"""
for entity in self.entity_registry.values():
if entity.entity_type != entity_type:
continue
# Check name similarity
name_similarity = self._calculate_name_similarity(
entity.canonical_name, canonical_name
)
# Check attribute similarity
attribute_similarity = self._calculate_attribute_similarity(
entity.attributes, attributes
)
# Combined confidence score
overall_similarity = (name_similarity + attribute_similarity) / 2
if overall_similarity > 0.7: # Threshold for considering it the same entity
logger.info(
f"Resolved existing entity: {entity.canonical_name} (similarity: {overall_similarity:.2f})"
)
return entity
return None
def _calculate_name_similarity(self, name1: str, name2: str) -> float:
"""Calculate similarity between two names"""
# Simple implementation - in production, use more advanced algorithms
name1_clean = name1.lower().strip()
name2_clean = name2.lower().strip()
if name1_clean == name2_clean:
return 1.0
# Check if one name contains the other
if name1_clean in name2_clean or name2_clean in name1_clean:
return 0.8
# Token-based similarity
tokens1 = set(name1_clean.split())
tokens2 = set(name2_clean.split())
if not tokens1 or not tokens2:
return 0.0
intersection = len(tokens1.intersection(tokens2))
union = len(tokens1.union(tokens2))
return intersection / union if union > 0 else 0.0
def _calculate_attribute_similarity(
self, attrs1: Dict[str, Any], attrs2: Dict[str, Any]
) -> float:
"""Calculate similarity between attribute sets"""
common_keys = set(attrs1.keys()).intersection(set(attrs2.keys()))
if not common_keys:
return 0.0
similarities = []
for key in common_keys:
if key in ["created_at", "updated_at"]: # Skip timestamp fields
continue
val1 = attrs1[key]
val2 = attrs2[key]
if val1 == val2:
similarities.append(1.0)
elif isinstance(val1, str) and isinstance(val2, str):
# String similarity
similarity = self._calculate_name_similarity(str(val1), str(val2))
similarities.append(similarity)
else:
similarities.append(0.0) # Different types or values
return sum(similarities) / len(similarities) if similarities else 0.0
def _resolve_relationships(self, entities: List[UnifiedEntity]):
"""Resolve relationships between entities"""
for entity in entities:
# Find relationships based on shared attributes
self._find_contact_company_relationships(entity)
self._find_task_project_relationships(entity)
self._find_file_project_relationships(entity)
self._find_deal_contact_relationships(entity)
def _find_contact_company_relationships(self, entity: UnifiedEntity):
"""Find relationships between contacts and companies"""
if entity.entity_type == EntityType.CONTACT and "company" in entity.attributes:
company_name = entity.attributes["company"]
for target_entity in self.entity_registry.values():
if (
target_entity.entity_type == EntityType.COMPANY
and self._calculate_name_similarity(
target_entity.canonical_name, company_name
)
> 0.7
):
self._create_relationship(
entity.entity_id, target_entity.entity_id, "works_at", 0.8
)
def _find_task_project_relationships(self, entity: UnifiedEntity):
"""Find relationships between tasks and projects"""
if entity.entity_type == EntityType.TASK and "project" in entity.attributes:
project_name = entity.attributes["project"]
for target_entity in self.entity_registry.values():
if (
target_entity.entity_type == EntityType.PROJECT
and self._calculate_name_similarity(
target_entity.canonical_name, project_name
)
> 0.7
):
self._create_relationship(
entity.entity_id, target_entity.entity_id, "belongs_to", 0.8
)
def _find_file_project_relationships(self, entity: UnifiedEntity):
"""Find relationships between files and projects"""
if entity.entity_type == EntityType.FILE and "project" in entity.attributes:
project_name = entity.attributes["project"]
for target_entity in self.entity_registry.values():
if (
target_entity.entity_type == EntityType.PROJECT
and self._calculate_name_similarity(
target_entity.canonical_name, project_name
)
> 0.7
):
self._create_relationship(
entity.entity_id, target_entity.entity_id, "stored_in", 0.7
)
def _find_deal_contact_relationships(self, entity: UnifiedEntity):
"""Find relationships between deals and contacts"""
if entity.entity_type == EntityType.DEAL and "contact" in entity.attributes:
contact_name = entity.attributes["contact"]
for target_entity in self.entity_registry.values():
if (
target_entity.entity_type == EntityType.CONTACT
and self._calculate_name_similarity(
target_entity.canonical_name, contact_name
)
> 0.7
):
self._create_relationship(
entity.entity_id, target_entity.entity_id, "owned_by", 0.8
)
def _create_relationship(
self, source_id: str, target_id: str, relationship_type: str, strength: float
):
"""Create a relationship between two entities"""
relationship_id = f"{source_id}_{target_id}_{relationship_type}"
if relationship_id not in self.relationship_registry:
relationship = DataRelationship(
relationship_id=relationship_id,
source_entity_id=source_id,
target_entity_id=target_id,
relationship_type=relationship_type,
strength=strength,
evidence=["automatic_resolution"],
created_at=datetime.now(),
)
self.relationship_registry[relationship_id] = relationship
# Update entity relationships
if source_id in self.entity_registry:
if (
relationship_type
not in self.entity_registry[source_id].relationships
):
self.entity_registry[source_id].relationships[
relationship_type
] = []
self.entity_registry[source_id].relationships[relationship_type].append(
target_id
)
def _mock_platform_connector(self, platform: PlatformType) -> List[Dict[str, Any]]:
"""Mock platform connector for testing"""
# In production, this would make actual API calls
mock_data = {
PlatformType.ASANA: [
{
"gid": "task_1",
"name": "Complete Q3 Report",
"due_date": "2024-12-31",
"assignee": "john@example.com",
},
{
"gid": "task_2",
"name": "Team Meeting Preparation",
"due_date": "2024-12-20",
"project": "Q4 Planning",
},
],
PlatformType.SALESFORCE: [
{
"Id": "contact_1",
"Name": "John Doe",
"Email": "john@example.com",
"Company": "Acme Inc",
},
{
"Id": "account_1",
"Name": "Acme Inc",
"Industry": "Technology",
"Website": "acme.com",
},
],
PlatformType.HUBSPOT: [
{
"id": "deal_1",
"dealname": "Enterprise Contract",
"amount": 50000,
"dealstage": "negotiation",
},
{
"id": "contact_1",
"email": "john@example.com",
"firstname": "John",
"lastname": "Doe",
},
],
}
return mock_data.get(platform, [])
def search_unified_entities(
self, query: str, entity_types: Optional[List[EntityType]] = None
) -> List[UnifiedEntity]:
"""Search unified entities across all platforms"""
results = []
query_lower = query.lower()
for entity in self.entity_registry.values():
if entity_types and entity.entity_type not in entity_types:
continue
# Search in canonical name
if query_lower in entity.canonical_name.lower():
results.append(entity)
continue
# Search in attributes
for attr_value in entity.attributes.values():
if isinstance(attr_value, str) and query_lower in attr_value.lower():
results.append(entity)
break
# Sort by relevance (simplified)
results.sort(
key=lambda x: (
query_lower in x.canonical_name.lower(),
len(
[
v
for v in x.attributes.values()
if isinstance(v, str) and query_lower in v.lower()
]
),
),
reverse=True,
)
return results
def get_entity_relationships(
self, entity_id: str, relationship_type: Optional[str] = None
) -> List[DataRelationship]:
"""Get relationships for a specific entity"""
relationships = []
for rel in self.relationship_registry.values():
if (
rel.source_entity_id == entity_id or rel.target_entity_id == entity_id
) and (
relationship_type is None or rel.relationship_type == relationship_type
):
relationships.append(rel)
return relationships
def get_platform_entities(
self, platform: PlatformType, entity_type: Optional[EntityType] = None
) -> List[UnifiedEntity]:
"""Get all entities from a specific platform"""
entities = []
for entity in self.entity_registry.values():
if platform in entity.platform_mappings and (
entity_type is None or entity.entity_type == entity_type
):
entities.append(entity)
return entities
def get_entity_timeline(self, entity_id: str) -> List[Dict[str, Any]]:
"""Get timeline of events for an entity"""
timeline = []
entity = self.entity_registry.get(entity_id)
if entity:
# Entity creation
timeline.append(
{
"timestamp": entity.created_at,
"event_type": "entity_created",
"description": f"{entity.entity_type.value.capitalize()} '{entity.canonical_name}' created",
"platforms": list(entity.source_platforms),
}
)
# Platform additions
for platform, platform_id in entity.platform_mappings.items():
timeline.append(
{
"timestamp": entity.updated_at, # Simplified - in production, track platform addition time
"event_type": "platform_linked",
"description": f"Linked to {platform.value}",
"platform": platform.value,
}
)
# Relationship events
for rel in self.get_entity_relationships(entity_id):
target_entity = self.entity_registry.get(rel.target_entity_id)
if target_entity:
timeline.append(
{
"timestamp": rel.created_at,
"event_type": "relationship_created",
"description": f"Connected to {target_entity.canonical_name} ({rel.relationship_type})",
"relationship_strength": rel.strength,
}
)
# Sort by timestamp
timeline.sort(key=lambda x: x["timestamp"])
return timeline
def _resolve_contact_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve contact entity with enhanced matching"""
# Enhanced contact resolution logic
return self._create_unified_entity(
PlatformType.SALESFORCE, EntityType.CONTACT, data
)
def _resolve_company_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve company entity with enhanced matching"""
return self._create_unified_entity(
PlatformType.SALESFORCE, EntityType.COMPANY, data
)
def _resolve_task_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve task entity with enhanced matching"""
return self._create_unified_entity(PlatformType.ASANA, EntityType.TASK, data)
def _resolve_project_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve project entity with enhanced matching"""
return self._create_unified_entity(PlatformType.ASANA, EntityType.PROJECT, data)
def _resolve_file_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve file entity with enhanced matching"""
return self._create_unified_entity(
PlatformType.GOOGLE_DRIVE, EntityType.FILE, data
)
def _resolve_message_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve message entity with enhanced matching"""
return self._create_unified_entity(PlatformType.SLACK, EntityType.MESSAGE, data)
def _resolve_deal_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve deal entity with enhanced matching"""
return self._create_unified_entity(PlatformType.HUBSPOT, EntityType.DEAL, data)
def _resolve_campaign_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve campaign entity with enhanced matching"""
return self._create_unified_entity(
PlatformType.HUBSPOT_MARKETING, EntityType.CAMPAIGN, data
)
def _resolve_event_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve event entity with enhanced matching"""
return self._create_unified_entity(PlatformType.ZOOM, EntityType.EVENT, data)
def _resolve_user_entity(self, data: Dict[str, Any]) -> UnifiedEntity:
"""Resolve user entity with enhanced matching"""
return self._create_unified_entity(PlatformType.SLACK, EntityType.USER, data)
async def detect_anomalies(self) -> List[DataAnomaly]:
"""Run anomaly detection rules across the unified data registry"""
anomalies = []
# 1. Deal Risk: High value Salesforce deal linked to a "Blocked" or "Overdue" task
anomalies.extend(self._check_deal_risks())
# 2. SLA Breach: Priority High tickets with no activity or resolution
anomalies.extend(self._check_sla_breaches())
# 3. Project Inertia: Projects with no updates in a set time
anomalies.extend(self._check_project_inertia())
return anomalies
def _check_deal_risks(self) -> List[DataAnomaly]:
"""Identify high-value sales deals impacted by engineering or task blockers"""
risks = []
for entity in self.entity_registry.values():
if entity.entity_type == EntityType.DEAL:
amount = entity.attributes.get("amount", 0)
if isinstance(amount, (int, float)) and amount >= 10000:
# Look for linked tasks
relationships = self.get_entity_relationships(entity.entity_id)
for rel in relationships:
task_id = rel.target_entity_id
task = self.entity_registry.get(task_id)
if task and task.entity_type == EntityType.TASK:
status = str(task.attributes.get("status", "")).lower()
priority = str(task.attributes.get("priority", "")).lower()
if status in ["blocked", "stuck"] or priority == "high":
risks.append(DataAnomaly(
anomaly_id=f"deal_risk_{entity.entity_id}_{task_id}",
severity="critical",
title="High-Value Deal at Risk",
description=f"Deal '{entity.canonical_name}' (${amount}) is linked to a {status} task: '{task.canonical_name}'",
affected_entities=[entity.entity_id, task_id],
platforms=list(entity.source_platforms) + list(task.source_platforms),
recommendation=f"Resolve the blocker on '{task.canonical_name}' to unblock this deal.",
timestamp=datetime.now(),
metadata={"deal_amount": amount, "task_status": status},
action_type="workflow",
action_payload={
"workflow_id": "escalate_deal_blocker",
"inputs": {
"deal_id": entity.entity_id,
"task_id": task_id,
"manager_email": "ops@example.com"
}
}
))
return risks
def _check_sla_breaches(self) -> List[DataAnomaly]:
"""Identify support tickets or tasks that are nearing or have breached SLA"""
breaches = []
# In a real system, we'd check timestamps. For now, we use a status/priority rule.
for entity in self.entity_registry.values():
if entity.entity_type in [EntityType.TASK, EntityType.MESSAGE]: # Using MESSAGE/TASK as proxy for tickets
priority = str(entity.attributes.get("priority", "")).lower()
status = str(entity.attributes.get("status", "")).lower()
if priority in ["high", "critical"] and status == "active":
# Check "updated_at" to see if it hasn't moved for > 24h (mock example)
# For this implementation, we'll flag any High priority active item as a "Potential SLA Breach"
breaches.append(DataAnomaly(
anomaly_id=f"sla_breach_{entity.entity_id}",
severity="warning",
title="Potential SLA Breach",
description=f"High priority {entity.entity_type.value} '{entity.canonical_name}' has been active for over 24 hours.",
affected_entities=[entity.entity_id],
platforms=list(entity.source_platforms),
recommendation="Prioritize this item to avoid customer dissatisfaction.",
timestamp=datetime.now(),
metadata={"priority": priority, "status": status},
action_type="tool",
action_payload={
"tool_name": "send_message",
"arguments": {
"target": "#ops-alerts",
"message": f"SLA Warning: '{entity.canonical_name}' is stalling. Platform: {entity.source_platforms[0].value if entity.source_platforms else 'Unknown'}"
}
}
))
return breaches
def _check_project_inertia(self) -> List[DataAnomaly]:
"""Identify projects or workstreams that show 0 activity"""
inertia = []
for entity in self.entity_registry.values():
if entity.entity_type == EntityType.PROJECT:
# Mock: check if updated_at is more than 7 days ago
# Since we are using current time for mock ingestion, we'll simulate one
updated_at = entity.attributes.get("updated_at")
if isinstance(updated_at, str):
try:
updated_at = datetime.fromisoformat(updated_at)
except (AttributeError, TypeError, ValueError) as e:
logger.debug(f"Skipping invalid datetime format: {e}")
continue
except Exception as e:
logger.error(f"Unexpected error processing datetime: {e}", exc_info=True)
continue
# For this demo, we'll just check if there are 0 tasks linked
relationships = self.get_entity_relationships(entity.entity_id)
if len(relationships) == 0:
inertia.append(DataAnomaly(
anomaly_id=f"project_inertia_{entity.entity_id}",
severity="info",
title="Stale Project Detected",
description=f"Project '{entity.canonical_name}' has no active tasks or linked items.",
affected_entities=[entity.entity_id],
platforms=list(entity.source_platforms),
recommendation="Refactor or archive this project if it's no longer relevant.",
timestamp=datetime.now(),
metadata={}
))
return inertia
# Example usage and testing
if __name__ == "__main__":
# Initialize the data intelligence engine
engine = DataIntelligenceEngine()
# Test data ingestion from multiple platforms
print("Testing Data Intelligence Engine:")
print("=" * 50)
# Ingest mock data from different platforms
platforms_to_test = [
PlatformType.ASANA,
PlatformType.SALESFORCE,
PlatformType.HUBSPOT,
]
for platform in platforms_to_test:
mock_data = engine._mock_platform_connector(platform)
unified_entities = engine.ingest_platform_data(platform, mock_data)
print(f"\nIngested {len(unified_entities)} entities from {platform.value}")
for entity in unified_entities:
print(f" - {entity.entity_type.value}: {entity.canonical_name}")
# Test search functionality
print(f"\nTotal unified entities: {len(engine.entity_registry)}")
print(f"Total relationships: {len(engine.relationship_registry)}")
# Search test
search_results = engine.search_unified_entities("john")
print(f"\nSearch results for 'john': {len(search_results)} entities")
for result in search_results:
print(f" - {result.entity_type.value}: {result.canonical_name}")
print(f" Platforms: {[p.value for p in result.source_platforms]}")
# Relationship test
if search_results:
first_entity = search_results[0]
relationships = engine.get_entity_relationships(first_entity.entity_id)
print(
f"\nRelationships for {first_entity.canonical_name}: {len(relationships)}"
)
for rel in relationships:
target_entity = engine.entity_registry.get(rel.target_entity_id)
if target_entity:
print(
f" - {rel.relationship_type}: {target_entity.canonical_name} (strength: {rel.strength})"
)