Dealops demo AI quote flow

Adds a Dealops 2 demo-only AI quote path that can create an approval-safe Yappatron quote from Salesforce context, packaged fallbacks, benchmark deals, and deterministic pricing rules.

Author: @yijunz166 PR: #6247 State: open Stack: Dealops 2 AI quoting Branch: dealops-demo-ai-quoting Files: 14 Diff: +2648 / -336 Validation: Mocha pass, diff-check pass, typecheck blocked upstream

What it adds

A hard-gated Dealops demo quote path for org 15aaa862-... and opportunity 006Dp00000Zf5HxIAJ.

It bypasses pre-flow term selection and generates a quote for the Yappatron AI demo scenario.

Server behavior

New dealopsDemoQuote.ts supplies SFDC fallback context, similar accounts, historical deals, list-price overrides, minimum-commitment math, and V3 approval preflight.

Pricing guardrails

Voice AI list price is forced to $0.20/min, stale L1 floors can be capped at list, and the minimum commitment becomes 100% usage - Enterprise Support.

UI polish

The modal streams demo-specific progress and the quote view shows Deal Thesis plus Usage Minimum reasoning in the AI header.

Demo gate

Salesforce context

Benchmarks

Rule validation

V3 approvals

Client UI

1. Why this exists

Problem today

The generic AI quote flow depends on modal-selected pricebook/currency terms.
The demo needs a fast, reliable Yappatron quote path that looks complete even when live SFDC context is sparse or unavailable.
The demo quote must not accidentally trigger V3 approvals.

PR strategy

Gate the special behavior to one Dealops org + one SFDC opportunity.
Use live Salesforce when possible, then fall back to packaged account, note, task, event, and transcript fixtures.
Generate a deterministic recommendation instead of relying on a generic LLM pass for the demo package.

$706k Committed first-year demo package described in fallback notes

3M Annual modeled Voice AI minutes

$45k/mo Usage minimum after Enterprise Support offset

0 Required V3 approval groups expected on happy path

2. What changes

Before

The AI quote modal always waited for pricebook and currency terms before starting the SSE quote stream.

Open modal → Pick CPQ / currency → Run generic pipeline

After

The specific Dealops demo org/opportunity skips term selection and posts an empty body to the existing AI quote stream.

Open Yappatron modal → Detect demo gate → Run demo pipeline

Area	Files	Meaningful change
Client modal	`AIQuoteModal.tsx` `useAIQuoteStream.ts`	Looks up `organizationId`, detects the demo org/opportunity, skips Configure Quote, and allows `terms?` on the stream request.
Demo pipeline	`dealopsDemoQuote.ts` `orchestrator.ts` `orchestratorStream.ts`	Adds the demo-only context builders, comparable accounts/deals, deterministic recommendation, list-price overrides, progress pauses, and branch points in both normal and SSE orchestrators.
Rule validation	`validateAiRecommendationAgainstRules.ts`	Adds configurable minimum commitment formulas and optional `capL1AtListPrice` so list can win when L1 metadata is stale.
Finalize / approvals	`finalizeAiQuote.ts`	Runs V3 approval preflight before creating the demo quote, injects no-approval terms, and blocks quote creation if approvals are required.
Reasoning display	`AIReasoningTooltip.tsx` `CategoryStep.tsx`	Surfaces `opportunityContext.dealOverview` as Deal Thesis and `minimumCommitmentReasoning` as Usage Minimum.
Pricing spec/UI minimum	`minimumCommitmentTable.tsx` `pricingSpec.json`	Marks `enterprise-support` as a support offset for the demo org and changes Dealops onboarding minimum percentage from `70` to `100`.

File-level diff map

apps/server/src/dealops2/aiQuoting/pipeline/dealopsDemoQuote.ts+1680

apps/server/src/dealops2/aiQuoting/pipeline/orchestratorStream.ts+382 / -205

apps/server/src/dealops2/aiQuoting/pipeline/validateAiRecommendationAgainstRules.ts+187 / -35

apps/server/src/dealops2/aiQuoting/pipeline/orchestrator.ts+87 / -52

apps/server/src/dealops2/aiQuoting/pipeline/finalizeAiQuote.ts+51 / -10

apps/client/src/dashboard/PricingFlowV2/components/AIReasoningTooltip.tsx+38 / -9

3. How it works

Step 1 of 6

Client gateThe modal detects the hardcoded Dealops demo org and SFDC opportunity, bypasses Configure Quote, and calls start(..., undefined). The stream sends {} as the body.

Demo detection

isDealopsDemoQuote(organizationId, opportunityId) accepts the 18-char and 15-char SFDC opportunity ID variants.

The gate is used in the modal, orchestrators, and finalization path.

Fallback context

Live SFDC fetch uses the org’s Ampersand Salesforce connection.

If that fails, the server logs a warning and builds packaged Yappatron account, notes, tasks, events, and Gong-like summaries.

Deterministic recommendation

The demo recommendation returns the fixed launch package: Voice AI, seats, platform access, implementation, Highway integration, and Enterprise Support.

Dealops demo minimum formula

monthly minimum = round up to $500 of max(0, usage monthly revenue × 1.0 − prorated Enterprise Support)

For the target scenario: 250,000 minutes × $0.20 = $50,000/mo; $60,000 support / 12 = $5,000/mo; result is $45,000/mo.

Price normalization

applyDealopsDemoListPriceOverrides() sets voice-ai-per-minute to 0.2.
capL1AtListPrice lets list price win when stale L1 is above list.
Validation still rejects prices below the effective L1 floor or above list.

No-approval finalization

Injects subscriptionTerms=12, paymentTerms=net_30, billingFrequency=annual, and autoRenewal=Yes.
Calls evaluateV3ForPrediction before quote creation.
Throws a formatted error if any approval group is required.

4. What it doesn't change

No new database tables, Prisma migrations, or schema columns.
No new REST/tRPC surface area is introduced in this diff; it reuses the existing AI quote stream path.
The generic AI quoting path still requires pre-flow pricebook and currency terms.
The packaged Yappatron fallback data is gated to the Dealops demo org/opportunity, not general tenant behavior.
Generic demo-mode virtual display accounts/deals are explicitly disabled for this Dealops demo path.
The client still renders the normal Configure Quote screen for every non-demo opportunity.

5. Validation

Passed

pnpm exec mocha --no-config --node-option import=tsx src/dealops2/aiQuoting/pipeline/__tests__/validateAiRecommendationAgainstRules.test.ts --timeout 10000 --exit

Passed

git diff --check origin/main...HEAD

Blocked

pnpm run typecheck is blocked by upstream src/trpc/router/v3Admin/getPreviewConfig.ts(36,31) on latest main.

Test area	Coverage added
`validateAiRecommendationAgainstRules.test.ts`	Demo minimum commitment formula, Enterprise Support offset, stale L1 above list, and updated ramp wording.
`resolvePricebookFromTerms.test.ts`	Fallback to modal terms and row name when selector metadata is sparse; stricter missing currency/type cases.

6. Risks / rollback / open questions

Reviewer focus

Hardcoded demo IDs: behavior is intentionally narrow, but the constants exist in both client and server code.
Large fixture file: dealopsDemoQuote.ts carries substantial packaged demo context; future demo edits will likely concentrate there.
Approval preflight dependency: finalization depends on V3 approval prediction and CRM spec loading; failure blocks quote creation for the demo path.
Environment dependency: live SFDC context requires Ampersand env vars, but fallback context keeps the demo usable when that fails.

Rollback shape

Fastest rollback is to disable the demo gate by changing or removing the org/opportunity constants, which returns the modal to the generic Configure Quote path. Full rollback is reverting the demo file plus the orchestrator/finalize branches.