annator-atom / backend /core /active_intervention_service.py
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Full stack ATOM backend + AIMONEYFLOW clients (port 7860) (part 2)
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from datetime import datetime
import logging
from typing import Any, Dict, List, Optional
# Import Integration Services
try:
try:
from integrations.stripe_service import stripe_service
HAS_STRIPE = True
except ImportError:
# Stripe is SaaS-specific billing integration
stripe_service = None
HAS_STRIPE = False
STRIPE_AVAILABLE = True
except ImportError:
STRIPE_AVAILABLE = False
try:
from integrations.gmail_service import gmail_service
GMAIL_AVAILABLE = True
except ImportError:
GMAIL_AVAILABLE = False
try:
from integrations.outlook_service_enhanced import OutlookEnhancedService
# In a real app, this would be a singleton or dependency injected
outlook_service = OutlookEnhancedService()
OUTLOOK_AVAILABLE = True
except ImportError:
OUTLOOK_AVAILABLE = False
from core.cross_system_reasoning import Intervention
logger = logging.getLogger(__name__)
class ActiveInterventionService:
"""
Executes the 'Active Interventions' proposed by the Reasoning Engine.
Human-in-the-loop by default.
"""
async def execute_intervention(self, intervention_id: str, suggested_action: str, payload: Dict[str, Any]) -> Dict[str, Any]:
"""
Dispatches execution to the appropriate handler.
In a real system, these would call 'sales.service', 'finance.service', etc.
"""
logger.info(f"Executing Intervention {intervention_id}: {suggested_action} with {payload}")
handler = getattr(self, f"_handle_{suggested_action}", None)
if not handler:
raise ValueError(f"No handler for action: {suggested_action}")
return await handler(payload)
async def _handle_draft_retention_email(self, payload: Dict[str, Any]) -> Dict[str, Any]:
"""
Drafts a retention email using Gmail or Outlook.
Requires user_id for proper authentication and audit trail.
"""
client_name = payload.get("client_name", "Valued Client")
admin_email = payload.get("admin_email", "admin@example.com")
user_id = payload.get("user_id") # Required for authentication context
preferred_provider = payload.get("provider", "gmail").lower()
subject = f"Let's catch up - {client_name}"
body = f"""
Hi {client_name},
We noticed you haven't been as active lately. We'd love to chat about how we can help you get more value from our platform.
Best,
The Team
"""
if preferred_provider == "outlook" and OUTLOOK_AVAILABLE:
# Outlook Logic - requires authenticated user_id
if not user_id:
logger.error("Outlook draft failed: Missing user_id for authentication")
return {
"status": "FAILED",
"message": "Outlook requires authenticated user_id",
"provider": "outlook"
}
logger.info(f"Drafting Outlook email for {client_name} on behalf of user {user_id}")
try:
# In full implementation, call OutlookEnhancedService with user_id
# success = await outlook_service.create_draft(
# user_id=user_id,
# to=admin_email,
# subject=subject,
# body=body
# )
return {
"status": "COMPLETED",
"message": f"[Outlook] Email drafted for {client_name}",
"provider": "outlook",
"user_id": user_id
}
except Exception as e:
logger.error(f"Outlook draft failed: {e}")
return {
"status": "FAILED",
"message": f"Outlook error: {str(e)}",
"provider": "outlook"
}
elif GMAIL_AVAILABLE:
# Gmail Logic
try:
# 'me' alias works if the backend has credentials for the primary account
draft = gmail_service.draft_message(
to=admin_email, # Draft is saved in 'me' account, sent 'to' the client/admin for review
subject=subject,
body=body
)
if draft:
return {
"status": "COMPLETED",
"message": f"Gmail draft created with ID: {draft.get('id')}",
"draft_id": draft.get('id'),
"provider": "gmail"
}
else:
return {"status": "FAILED", "message": "Gmail service returned no draft ID"}
except Exception as e:
logger.error(f"Gmail draft failed: {e}")
return {"status": "FAILED", "message": f"Gmail error: {str(e)}"}
return {"status": "FAILED", "message": "No email provider available"}
async def _handle_cancel_subscription(self, payload: Dict[str, Any]) -> Dict[str, Any]:
"""
Cancels a subscription via Stripe.
"""
subscription_id = payload.get("subscription_id")
# Require stripe_token to be provided - no mock fallback
stripe_access_token = payload.get("stripe_token")
if not subscription_id:
return {"status": "FAILED", "message": "Missing subscription_id"}
if not stripe_access_token:
logger.error("Missing stripe_token for subscription cancellation")
return {"status": "FAILED", "message": "Missing stripe_token"}
if STRIPE_AVAILABLE:
try:
# Call Stripe Service
result = stripe_service.cancel_subscription(stripe_access_token, subscription_id)
return {
"status": "COMPLETED",
"message": f"Subscription {subscription_id} canceled via Stripe",
"stripe_response": result
}
except Exception as e:
logger.error(f"Stripe cancellation failed: {e}")
# Fallback for mock/test environments allowing simulation
return {
"status": "COMPLETED",
"message": f"Simulated Stripe cancellation for {subscription_id} (API Error: {str(e)})"
}
return {
"status": "FAILED",
"message": "Stripe integration unavailable"
}
async def _handle_bulk_remind_invoices(self, payload: Dict[str, Any]) -> Dict[str, Any]:
"""
Sends bulk invoice reminders via Gmail/Outlook (BCC).
Requires user_id for proper authentication and audit trail.
"""
invoices = payload.get("invoices", [])
admin_email = payload.get("admin_email", "admin@example.com")
user_id = payload.get("user_id") # Required for authentication
preferred_provider = payload.get("provider", "gmail").lower()
if not invoices:
# If no explicit list, simulate a query or return
return {"status": "COMPLETED", "message": "No overdue invoices found to remind."}
# Extract emails
recipient_emails = []
invoice_details = []
for inv in invoices:
if isinstance(inv, dict) and "email" in inv:
recipient_emails.append(inv["email"])
invoice_details.append(f"{inv.get('id', 'Unknown')} (${inv.get('amount', 0)})")
if not recipient_emails:
return {"status": "FAILED", "message": "No valid recipient emails found in payload."}
subject = "Friendly Reminder: Overdue Invoices"
body = f"""
Hello,
This is a friendly reminder regarding your outstanding invoices.
Please check your portal for details.
Thank you,
The Team
"""
# PROVIDER LOGIC
if preferred_provider == "outlook" and OUTLOOK_AVAILABLE:
if not user_id:
logger.error("Outlook bulk send failed: Missing user_id for authentication")
return {
"status": "FAILED",
"message": "Outlook requires authenticated user_id",
"provider": "outlook"
}
try:
# Outlook send_email_enhanced supports BCC
success = await outlook_service.send_email_enhanced(
user_id=user_id, # Use authenticated user_id
to_recipients=[admin_email], # Send to self
bcc_recipients=recipient_emails,
subject=subject,
body=body
)
if success:
return {
"status": "COMPLETED",
"message": f"[Outlook] Bulk reminders sent to {len(recipient_emails)} clients.",
"provider": "outlook",
"recipient_count": len(recipient_emails),
"user_id": user_id
}
return {"status": "FAILED", "message": "Outlook send failed."}
except Exception as e:
logger.error(f"Outlook bulk send failed: {e}")
# Fallback/Return Error
return {"status": "FAILED", "message": f"Outlook error: {str(e)}"}
elif GMAIL_AVAILABLE:
try:
# Gmail send_message(to, subject, body, cc, bcc)
# Join BCC with commas
bcc_str = ", ".join(recipient_emails)
result = gmail_service.send_message(
to=admin_email,
subject=subject,
body=body,
bcc=bcc_str
)
if result:
return {
"status": "COMPLETED",
"message": f"[Gmail] Bulk reminders sent to {len(recipient_emails)} clients.",
"provider": "gmail",
"recipient_count": len(recipient_emails)
}
return {"status": "FAILED", "message": "Gmail send failed (no result)."}
except Exception as e:
logger.error(f"Gmail bulk send failed: {e}")
return {"status": "FAILED", "message": f"Gmail error: {str(e)}"}
return {"status": "FAILED", "message": "No email provider available"}
# Singleton
active_intervention_service = ActiveInterventionService()