fix: add entity to contacts and deals

models/growth-engine/core/domain/Growth_Create_contacts_view.ipynb

@@ -342,7 +342,6 @@
     "    # Init\n",
     "    df = df_init.copy()\n",
     "    notes = {}\n",
-    "    entities = {}\n",
     "    \n",
     "    # Cleaning\n",
     "    df = df[df[\"PROFILE_URL\"].isin(people)]\n",
@@ -366,16 +365,14 @@
     "        tmp_df = df.copy()\n",
     "        tmp_df = tmp_df[tmp_df[\"PROFILE_URL\"] == p].reset_index(drop=True)\n",
     "        interactions = []\n",
-    "        owners = \", \".join(tmp_df[\"ENTITY\"].unique().tolist())\n",
     "        for row in tmp_df.itertuples():\n",
     "            # Append interaction text to create notes\n",
     "            interaction_text = row.INTERACTION_TEXT\n",
     "            interactions.append(interaction_text)\n",
     "            \n",
     "        # Add list to dict\n",
     "        notes[p] = interactions\n",
-    "        entities[p] = owners\n",
-    "    return notes, entities\n",
+    "    return notes\n",
     "\n",
     "def create_contacts_view(\n",
     "    df_people,\n",
@@ -387,12 +384,18 @@
     "    entity_name,\n",
     "    limit_llm=50\n",
     "):\n",
+    "    # Entity\n",
+    "    df_entity = df_interactions.copy()\n",
+    "    df_entity = df_entity[[\"ENTITY\", \"PROFILE_URL\"]].drop_duplicates(\"PROFILE_URL\", keep=\"first\")\n",
+    "    \n",
     "    # People\n",
-    "    df1 = df_people.copy()\n",
+    "    df1 = pd.merge(df_entity, df_people, how=\"inner\", on=\"PROFILE_URL\")\n",
     "    df1.loc[:, \"LEAD_STATUS\"] = \"Lead\"\n",
     "    df1.loc[df1[\"MQL_DATE\"] != \"NA\", \"LEAD_STATUS\"] = \"Marketing Qualified Lead\"\n",
     "    df1.loc[df1[\"SQL_DATE\"] != \"NA\", \"LEAD_STATUS\"] = \"Sales Qualified Lead\"\n",
     "    to_keep = [\n",
+    "        'ENTITY',\n",
+    "        'ID',\n",
     "        'FULLNAME',\n",
     "        'OCCUPATION',\n",
     "        'SENIORITY',\n",
@@ -410,7 +413,7 @@
     "    ]\n",
     "    df1 = df1[to_keep]\n",
     "    for c in to_keep:\n",
-    "        if \"DATE\" not in c and c not in [\"LEAD_STATUS\", \"ORGANIZATION\", \"CRM_CONTACT_ID\"]:\n",
+    "        if \"DATE\" not in c and c not in ['ENTITY', \"LEAD_STATUS\", \"ORGANIZATION\", \"CRM_CONTACT_ID\"]:\n",
     "            df1 = df1.rename(columns={c: f\"PEOPLE_{c}\"})\n",
     "    \n",
     "    # Organizations\n",
@@ -439,7 +442,7 @@
     "    \n",
     "    # Merge dfs\n",
     "    df = pd.merge(df1, df2, how=\"left\").fillna('NA')\n",
-    "    df = df.sort_values(by=\"SQL_DATE\", ascending=False)\n",
+    "    df = df.sort_values(by=\"LAST_INTERACTION_DATE\", ascending=False)\n",
     "    \n",
     "    # Exclude entity org\n",
     "    df = df[df[\"ORGANIZATION\"] != organization].reset_index(drop=True)\n",
@@ -456,7 +459,7 @@
     "    print(\"-> New Sales Qualified Leads:\", len(filter_df))\n",
     "    # Create notes from interactions\n",
     "    profiles = filter_df[\"PEOPLE_PROFILE_URL\"].unique()\n",
-    "    notes, entities = get_metadata_by_profile(df_interactions, profiles)\n",
+    "    notes = get_metadata_by_profile(df_interactions, profiles)\n",
     "    filter_df[\"PEOPLE_NOTES\"] = filter_df[\"PEOPLE_PROFILE_URL\"].map(notes)\n",
     "\n",
     "    # Generate messaging options for SQL\n",
@@ -519,7 +522,7 @@
     "    messaging_options,\n",
     "    entity_name\n",
     ")\n",
-    "df_contacts"
+    "df_contacts.head(1)"
    ]
   },
   {

models/sales-engine/core/domain/Sales_Create_deals_db.ipynb

@@ -265,6 +265,7 @@
     "    \n",
     "    # Filters on SQL\n",
     "    df = df[\n",
+    "        (df[\"ENTITY\"].str.contains(entity_name)) & \n",
     "        (df[\"LEAD_STATUS\"].isin([\"Sales Qualified Lead\"]))\n",
     "    ]\n",
     "    print(\"Sales Qualified Lead:\", len(df))\n",
@@ -311,6 +312,7 @@
     "    \n",
     "    # Cleaning\n",
     "    to_order = [\n",
+    "        \"ENTITY\",\n",
     "        \"SCENARIO\",\n",
     "        \"DEAL_NAME\",\n",
     "        \"SQL_DATE\",\n",