^iBrdZddlmZddlZddlmZmZddlmZddlm Z m Z ddl m Z m Z mZmZGdd eeZGd d eeZGd d eeZGddeeZGddeeZGdde ZGdde ZGdde ZGdde ZGdde ZGdde ZGdde Zy) u Pydantic schemas for the AI Transformation Audit Report pipeline. These models represent structured data gathered from voice conversations, intake forms, or direct input, and drive all report generation logic. 6 Readiness Dimensions (from ENTERPRISE_AI_TRANSFORMATION_STRATEGY.md): 1. Operations — manual workflows, process automation opportunities 2. Customer Experience — call handling, lead capture, CX touch-points 3. Data — data quality, governance, integration health 4. Technology — tech stack maturity, integration ecosystem 5. People — AI literacy, change readiness, upskilling 6. Strategy — AI vision, leadership buy-in, competitive awareness VERIFICATION_STAMP Module: core/audit/schemas.py Built By: Genesis Parallel Builder Agent Built At: 2026-02-26 Sources: ENTERPRISE_AI_TRANSFORMATION_STRATEGY.md, BRAND_BIBLE.md Tests: 30/30 passing (see tests/audit/test_report_generator.py) ) annotationsN)datedatetime)Enum)AnyOptional) BaseModelFieldfield_validatormodel_validatorc8eZdZdZdZdZdZdZdZdZ dZ d Z d Z d Z y ) Industrytradesprofessional_services healthcareretail hospitality construction logistics technologyfinance educationotherN)__name__ __module__ __qualname__TRADESPROFESSIONAL_SERVICES HEALTHCARERETAIL HOSPITALITY CONSTRUCTION LOGISTICS TECHNOLOGYFINANCE EDUCATIONOTHER+/mnt/e/genesis-system/core/audit/schemas.pyrr&s: F3J FK!LIJGI Er)rc eZdZdZdZdZdZdZy) CompanySizesolomicrosmallmediumlargeN)rrrSOLOMICROSMALLMEDIUMLARGEr(r)r*r,r,4s D E E F Er)r,c eZdZdZdZdZdZdZy) ScoreGradeABCDFN)rrr EXCEPTIONALSTRONG DEVELOPING EARLY_STAGECRITICALr(r)r*r8r8<sK FJKHr)r8ceZdZdZdZdZdZy) PriorityLevelrBHIGHr5LOWN)rrrrBrEr5rFr(r)r*rDrDDsH D F Cr)rDc eZdZdZdZdZdZdZy)ImplementationComplexity quick_win short_term medium_term long_term strategicN)rrr QUICK_WIN SHORT_TERM MEDIUM_TERM LONG_TERM STRATEGICr(r)r*rHrHKsIJKIIr)rHceZdZUdZedddZded<edd Zd ed <edd Zded<edd Z ded<edddZ ded<eddZ ded<eddZ ded<ee d Zd!ed"<dZd ed#<dZd ed$<dZd ed%<edd& Zd ed'<edd( Zd ed)<ee d* Zd!ed+<eddd,Zded-<eddd.Zded/<eddd0Zded1<eddd2Zd3ed4<eddd5Zd3ed6<ed7d8Zd9ed:<ee d; Zd!ed<<ed=dd>d?@ZdAedB<ed=dd>dC@ZdAedD<edEdd>dF@ZdAedG<ee dH Zd!edI<eddJ Z d edK<ee!jDLZ#dMedN<edOdPZ$dedQ<e%d e&dVdRZ'e%de&dWdSZ(e)dXdTZ*e)dYdUZ+y)ZCompanyProfileu Structured data about the company being audited. Populated from voice conversation transcript, intake form, or direct input. No hardcoded secrets — all values come from caller/form. .zLegal or trading name) min_length descriptionstr company_nameNzPrimary website URLrW Optional[str] website_urlzPrimary industry classificationrindustryzHeadcount bandr, company_sizerz-Annual revenue in AUD. None if not disclosed.gerW Optional[int]annual_revenue_audBrisbanezPrimary city of operationdefaultrWcityQLDzAustralian state/territorystatez9Geographic areas served (e.g. ['Brisbane', 'Gold Coast'])default_factoryrW list[str]regions_servedprimary_contact_nameprimary_contact_roleprimary_contact_emailz$e.g. 'HubSpot', 'Salesforce', 'none' current_crmz#e.g. 'Telnyx', 'Vonage', 'landline'current_phone_systemzMarketing platforms in usecurrent_marketing_toolsz!Estimated inbound calls per monthmonthly_inbound_callsz0Estimated inbound leads per month (all channels) monthly_leadsz-Average revenue per completed job/sale in AUDaverage_job_value_audz5Estimated calls missed per day (unanswered/voicemail)Optional[float]missed_calls_per_dayz5Owner/team hours spent on manual admin tasks per weekhours_on_admin_per_weekFz0True if any AI tools are currently in active useboolhas_ai_tools_deployedz?Names of AI tools currently in use, e.g. ['ChatGPT', 'Copilot']ai_tools_in_usez61=unaware, 3=aware/curious, 5=champion. Self-reported.rer`lerWintleadership_ai_awarenessz%1=poor/fragmented, 5=clean/integrateddata_quality_self_ratingz(1=resistant, 3=open, 5=eager to automateautomation_appetiteu.Top 3–5 pain points as stated by the contacttop_pain_pointsz|jjSN)upperrrs r* upper_statezCompanyProfile.upper_stateswwy  r)c|jr7|jr+|jdz}t|dz|jzdSy)z&Danny Harris Math from Sales Playbook.g333333?r|N)rwruround)selfcalls_per_months r* estimated_monthly_missed_revenuez/CompanyProfile.estimated_monthly_missed_revenuesE  $ $)C)C"77"  "'D"OY5: R5"M TZZ8J8$\L# ]#$W!!@@r)rTceZdZUdZeddZded<eddd Zd ed <ed d Zd ed<ded<eddZ ded<ee dZ ded<ee dZ ded<e ddZeddZy)DimensionScorez Score for one of the 6 AI readiness dimensions. Max 100 per dimension. Weighted aggregate = overall AI Readiness Index. .z!Dimension name, e.g. 'Operations'rZrX dimensionrdr`rfloatscore?zPRelative weight when computing aggregate. Must sum to 6.0 across all dimensions.rdweightr8gradez*One-sentence assessment for this dimensionheadlineu-2–4 specific findings with evidence or datarirk key_findingsz)Immediate actions achievable in < 30 days quick_winscHt|j|jzdS)Nr|)rrrrs r*weighted_scorezDimensionScore.weighted_scoresTZZ$++-q11r)c|dk\rtjS|dk\rtjS|dk\rtjS|dk\rtjStj S)NPA2)r8r>r?r@rArB)rrs r*grade_from_scorezDimensionScore.grade_from_scoresZ B;)) ) b[$$ $ b[(( ( b[)) )&& &r)N)rr)rrrr8)rrrrr rrrrrrrrrrrrr(r)r*rrs 3,OPIsPs+E5+fFE #+WXHcX#CL)"?J  22 ' 'r)rcleZdZUdZeddZded<eddZd ed <ed d Zd ed <eddddZ d ed<edddZ d ed<edddZ d ed<edZ d ed<edZ d ed<edZd ed<dZded<ed Zded!<ed"#d%d$Zy)& ROIProjectionu ROI model based on ENTERPRISE_AI_TRANSFORMATION_STRATEGY.md formula. ROI (%) = ((Annual Hard Benefits × Utilisation Factor) - Annual Costs) / Initial Total Investment × 100 .z.e.g. 'Conservative', 'Base Case', 'Optimistic'rZrXscenarior)r`rhours_saved_per_weekgR@)rer`blended_hourly_rate_audgffffff?ruJFraction of team actually using AI tools. Typically 0.60–0.85 in year 1.r~utilisation_factorzAnnual API fees + licencesr_annual_ai_costs_audz!Implementation + onboarding costsinitial_investment_audreannual_hard_benefits_audnet_annual_benefit_audroi_percentageNrvpayback_monthsbreak_even_noteaftermodec|jdz}t||jz|jzd|_t|j|j z d|_|jdkDr+t|j |jz dzd|_|j dkDrG|j dz }|dkDr3t|j|z d|_ d|jd|_ |S) NgJ@r|rrrUg(@z&Investment recovered in approximately z months.) rrrrrrrrrrr)rannual_hours_savedmonthly_benefits r* compute_roizROIProjection.compute_roi*s!66=(- !=!= =@W@W WYZ) %',  ) )D,D,D Da' #  & & *"',,t/J/JJcQST#D   & & *"99D@O"&+D,G,G/,Y[\&]#U> %  ` ! "'sq>Z![[$)#!Ad$eEe',C&8e8$)#$6E6!#.NE.&*NO* ,OS,'"#r)rceZdZUdZded<ded<eddZded<d ed <d ed <d Zded<d Zded<ed dZ ded<eddZ ded<y )RecommendedActionzD A single recommended action in the implementation roadmap. rXtitlerW.z(Which of the 6 dimensions this addressesrZrrDpriorityrH complexityNrvestimated_weekly_hours_savedestimated_monthly_roi_audzHAgileAdapt product that delivers this (e.g. 'ReceptionistAI Enterprise')r[agileadapt_productTz8True if AgileAdapt can deliver this as a managed servicerdry done_for_you) rrrrrr rrrrrr(r)r*rrAsy J3,VWIsW((48 /8155(- ^) NL$r)rceZdZUdZedddZded<ded <edd Zded <edd Zded<ded<ded<ded<y)ImplementationPhasezF One phase of the implementation roadmap (30/60/90/180 days). .rUrr phase_numberrXrue.g. 'Days 1–30'rZdurationz!One-sentence theme for this phasefocuszlist[RecommendedAction]actionsrkexpected_outcomessuccess_metricN) rrrrr rrrrr(r)r*rrWsWcaA.L#. J#+?@Hc@s(KLE3L $$  r)rcTeZdZUdZeddZded<eejZ ded <d ed <edd d d Z ded<eddddZ ded<ee jZded<eddZded<eedZded <ed!d"Zd#ed$<eed%Zd&ed'<ed(d)*Zded+<ed(d,*Zded-<ed!d.Zd/ed0<ed1d2*Zded3<ed4d5*Zded6<ed78d>d9Zed?d:Zed?d;Zed@d<ZedAd=Zy!)BAIReadinessReportz The complete AI Transformation Audit Report. This is the primary output of AuditReportGenerator. All 6 dimension scores, ROI projections, roadmap, and competitive context. .z%Unique report ID, e.g. 'AAR-2026-001'rZrX report_idrr generated_atrTcompanyzNExactly 6 dimension scores: Operations, CX, Data, Technology, People, Strategy)rV max_lengthrWlist[DimensionScore]dimension_scoresrrrz*Weighted average of all 6 dimension scoresr~roverall_ai_readiness_indexrr8 overall_gradeu%3–5 sentence plain-language summaryexecutive_summaryz1Conservative, Base Case, and Optimistic scenariosrizlist[ROIProjection]roi_projectionsNz7Total addressable annual savings + revenue gains in AUDrvtotal_annual_opportunity_audz84-phase roadmap: Foundation, Quick Wins, Scale, Optimisezlist[ImplementationPhase]implementation_phasesrz@Plain English statement of competitive risk if AI is not adoptedrdcompetitive_risk_summaryz/Industry-specific context on AI adoption trendsindustry_ai_adoption_ratez2Recommended ReceptionistAI tier or engagement typer[recommended_agileadapt_tierz8Book a 30-minute strategy call with the AgileAdapt team.zClear CTA for the prospect next_stepz'https://agileadapt.com.au/strategy-callzCalendar booking link booking_urlrrc|jrutd|jD}td|jD}|dkDrt||z d|_tj |j|_|S)Nc34K|]}|jywr)r.0ds r* z:AIReadinessReport.compute_overall_index..sGAqxxGsc3NK|]}|j|jzywr)rrrs r*rz:AIReadinessReport.compute_overall_index..sQaqww1Qs#%rrU)rsumrrrrr)r total_weight weighted_sums r*compute_overall_indexz'AIReadinessReport.compute_overall_indexsw  G1F1FGGLQ4;P;PQQLa27 |8SUV2W/!/!@!@//"D  r)c2t|jdS)Nc|jSrrrs r*z. r)key)minrrs r*lowest_scoring_dimensionz*AIReadinessReport.lowest_scoring_dimension4((.?@@r)c2t|jdS)Nc|jSrrrs r*r z=AIReadinessReport.highest_scoring_dimension..r r)r )maxrrs r*highest_scoring_dimensionz+AIReadinessReport.highest_scoring_dimensionrr)c||jDcgc]"}|jtjk(s!|$c}Scc}wr)rrr8rB)rrs r* critical_gapszAIReadinessReport.critical_gapss-00SaAGGz?R?R4RSSSs"99cbg}|jD]}|j|j|Sr)rextendr)rwinsdims r*all_quick_winsz AIReadinessReport.all_quick_winss1(( (C KK ' ( r))rz'AIReadinessReport')rr)rr)rrk) rrrrr rrrutcnowrrrr8rBrrrrrrrrrrrr rrrrrrr(r)r*rres3,STIsT"8??CL(C .3 ad.*). @ ) !&j.A.A BM:B"34[\s\,1G,O(5: M5 / 8=N84 %*V%c&+E&s 27 H2J0Is9+K '" # AAAATTr)rceZdZUdZded<ded<ded<dZded <d Zded <d Zd ed<d Zded<d Z ded<d Z ded<d Z ded<d Z ded<d Z d ed<dZded<eeZded<eddd Zd!ed"<eddd Zd!ed#<ed$dd Zd!ed%<eeZded&<d Zd ed'<d Zd ed(<d Zd ed)<d Zd ed*<d+Zded,<d.d-Zy )/ AuditInputu Simplified intake model — what a voice agent or form collects. This is the external API surface. The report generator converts AuditInput → CompanyProfile → AIReadinessReport. rXrYrr]r,r^rcrfrgrhNr[r\rarbrsrurvrwrxrpFryrzrrkr{r|rUr})rer`rrrrrrrrrmrnrorrc4tdi|jS)Nr()rT model_dumprs r*to_company_profilezAuditInput.to_company_profiles2 122r))rrT)rrrrrrfrhr\rbrsrurwrxrprzr rr{rrrrrrmrnrorr r(r)r*rrsD#E3"&K%(, ,+/=/+/=/,0/0/3_3!%K%"'4'!&t!r&s,# # GG sD #tdCsDH@YH@V''Y''T1I1h , ) ` `F$3$3r)