Create cadence_agent.py with core data structures and initialization

cadence_agent.py

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+"""
+Cadence Agent - AI-driven multi-channel outreach orchestration
+
+Handles intelligent sequencing, timing optimization, engagement-based branching,
+personalization, compliance, rate limiting, and comprehensive error handling.
+
+Author: StrategyStack Team
+Date: November 2025
+Version: 1.0.0
+"""
+
+import logging
+import json
+import csv
+from datetime import datetime, timedelta
+from typing import Dict, List, Optional, Tuple, Any
+from enum import Enum
+import pytz
+from dataclasses import dataclass, field, asdict
+import yaml
+import time
+from collections import defaultdict
+from pathlib import Path
+
+# Configure logging
+logging.basicConfig(
+    level=logging.INFO,
+    format='%(asctime)s - %(name)s - %(levelname)s - %(message)s'
+)
+logger = logging.getLogger(__name__)
+
+
+class ChannelType(Enum):
+    """Enumeration of supported outreach channels"""
+    EMAIL = "email"
+    LINKEDIN = "linkedin"
+    SMS = "sms"
+    PHONE = "phone"
+    DIRECT_MAIL = "direct_mail"
+
+
+class TouchpointStatus(Enum):
+    """Enumeration of touchpoint execution statuses"""
+    PENDING = "pending"
+    SCHEDULED = "scheduled"
+    SENT = "sent"
+    DELIVERED = "delivered"
+    OPENED = "opened"
+    CLICKED = "clicked"
+    REPLIED = "replied"
+    FAILED = "failed"
+    SKIPPED = "skipped"
+    CANCELLED = "cancelled"
+
+
+class EngagementLevel(Enum):
+    """Enumeration of engagement levels for branching logic"""
+    HIGH = "high"
+    MEDIUM = "medium"
+    LOW = "low"
+    NEGATIVE = "negative"
+    UNKNOWN = "unknown"
+
+
+class CadenceError(Exception):
+    """Base exception class for cadence-related errors"""
+    pass
+
+
+class RateLimitError(CadenceError):
+    """Exception raised when rate limits are exceeded"""
+    pass
+
+
+class ComplianceError(CadenceError):
+    """Exception raised for compliance violations"""
+    pass
+
+
+class DataValidationError(CadenceError):
+    """Exception raised for data validation failures"""
+    pass
+
+
+@dataclass
+class Touchpoint:
+    """Represents a single touchpoint in a cadence sequence"""
+    step: int
+    day: int
+    channel: ChannelType
+    template: str
+    priority: str
+    conditions: Dict[str, Any] = field(default_factory=dict)
+    status: TouchpointStatus = TouchpointStatus.PENDING
+    scheduled_time: Optional[datetime] = None
+    sent_time: Optional[datetime] = None
+    engagement_data: Dict[str, Any] = field(default_factory=dict)
+    error_log: List[Dict[str, Any]] = field(default_factory=list)
+    retry_count: int = 0
+    max_retries: int = 3
+
+
+@dataclass
+class CadenceState:
+    """Represents the current state of a lead's cadence journey"""
+    lead_id: str
+    cadence_template: str
+    start_date: datetime
+    current_step: int = 0
+    touchpoints_completed: List[int] = field(default_factory=list)
+    touchpoints_pending: List[int] = field(default_factory=list)
+    engagement_level: EngagementLevel = EngagementLevel.UNKNOWN
+    engagement_score: float = 0.0
+    total_opens: int = 0
+    total_clicks: int = 0
+    total_replies: int = 0
+    opted_out: bool = False
+    suppressed: bool = False
+    paused: bool = False
+    completed: bool = False
+    last_touchpoint_date: Optional[datetime] = None
+    next_touchpoint_date: Optional[datetime] = None
+    metadata: Dict[str, Any] = field(default_factory=dict)
+    error_history: List[Dict[str, Any]] = field(default_factory=list)
+
+
+@dataclass
+class RateLimitTracker:
+    """Tracks rate limits per channel"""
+    channel: ChannelType
+    hourly_count: int = 0
+    daily_count: int = 0
+    hourly_reset_time: datetime = field(default_factory=datetime.now)
+    daily_reset_time: datetime = field(default_factory=datetime.now)
+    domain_counts: Dict[str, int] = field(default_factory=dict)
+    contact_counts: Dict[str, int] = field(default_factory=dict)
+
+
+class CadenceAgent:
+    """
+    Main Cadence Agent class for orchestrating multi-channel outreach sequences.
+    
+    Handles:
+    - Intelligent sequencing and timing optimization
+    - Engagement-based branching logic
+    - Personalization and context-aware messaging
+    - Compliance and consent management
+    - Rate limiting and throttling
+    - Comprehensive error handling and recovery
+    """
+    
+    def __init__(self, config_path: str = "docs/configs/cadence_config.yaml"):
+        """
+        Initialize the Cadence Agent.
+        
+        Args:
+            config_path: Path to cadence configuration YAML file
+        
+        Raises:
+            FileNotFoundError: If config file not found
+            DataValidationError: If config validation fails
+        """
+        try:
+            self.config = self._load_config(config_path)
+            self.cadence_states: Dict[str, CadenceState] = {}
+            self.rate_limiters: Dict[ChannelType, RateLimitTracker] = {
+                channel: RateLimitTracker(channel=channel) 
+                for channel in ChannelType
+            }
+            self.suppression_lists: Dict[str, set] = self._load_suppression_lists()
+            
+            # State persistence files
+            self.state_file = Path("cadence_states.json")
+            self.activity_log = Path("cadence_activity_log.csv")
+            self.error_log = Path("cadence_error_log.csv")
+            
+            # Load existing states if available
+            self._load_cadence_states()
+            
+            # Initialize activity logging
+            self._initialize_activity_log()
+            
+            logger.info("CadenceAgent initialized successfully")
+            
+        except Exception as e:
+            logger.error(f"Failed to initialize CadenceAgent: {str(e)}")
+            raise DataValidationError(f"Initialization failed: {str(e)}")
+    
+    def _load_config(self, config_path: str) -> Dict[str, Any]:
+        """
+        Load and validate cadence configuration.
+        
+        Args:
+            config_path: Path to configuration file
+        
+        Returns:
+            Validated configuration dictionary
+        
+        Raises:
+            FileNotFoundError: If config file not found
+            DataValidationError: If config validation fails
+        """
+        try:
+            with open(config_path, 'r') as f:
+                config = yaml.safe_load(f)
+            
+            # Validate required config sections
+            required_sections = [
+                'cadence_templates',
+                'touchpoint_sequence',
+                'timing_optimization',
+                'engagement_branching',
+                'rate_limits',
+                'compliance'
+            ]
+            
+            for section in required_sections:
+                if section not in config:
+                    raise DataValidationError(
+                        f"Missing required config section: {section}"
+                    )
+            
+            logger.info(f"Configuration loaded from {config_path}")
+            return config
+            
+        except FileNotFoundError:
+            logger.error(f"Configuration file not found: {config_path}")
+            raise
+        except yaml.YAMLError as e:
+            logger.error(f"YAML parsing error: {str(e)}")
+            raise DataValidationError(f"Invalid YAML configuration: {str(e)}")
+        except Exception as e:
+            logger.error(f"Unexpected error loading config: {str(e)}")
+            raise DataValidationError(f"Config load failed: {str(e)}")
+    
+    def _load_suppression_lists(self) -> Dict[str, set]:
+        """
+        Load suppression lists from configuration.
+        
+        Returns:
+            Dictionary of suppression lists
+        
+        Note:
+            In production, these would be loaded from database or files.
+            This implementation uses placeholder data.
+        """
+        suppression_lists = {
+            'global_unsubscribe': set(),
+            'domain_blocklist': set(),
+            'competitor_list': set(),
+            'do_not_contact': set()
+        }
+        
+        # TODO: Load from actual data sources
+        logger.info("Suppression lists loaded")
+        return suppression_lists