feat: Add Streamlit dashboard with Blueprint compliance (v2.1.0)
Dashboard Features: - 8 navigation sections: Overview, Outcomes, Poor CX, FCR, Churn, Agent, Call Explorer, Export - Beyond Brand Identity styling (colors #6D84E3, Outfit font) - RCA Sankey diagram (Driver → Outcome → Churn Risk flow) - Correlation heatmaps (driver co-occurrence, driver-outcome) - Outcome Deep Dive (root causes, correlation, duration analysis) - Export functionality (Excel, HTML, JSON) Blueprint Compliance: - FCR: 4 categories (Primera Llamada/Rellamada × Sin/Con Riesgo de Fuga) - Churn: Binary view (Sin Riesgo de Fuga / En Riesgo de Fuga) - Agent: Talento Para Replicar / Oportunidades de Mejora - Fixed FCR rate calculation (only FIRST_CALL counts as success) Technical: - Streamlit + Plotly for interactive visualizations - Light theme configuration (.streamlit/config.toml) - Fixed Plotly colorbar titlefont deprecation Documentation: - Updated PROJECT_CONTEXT.md, TODO.md, CHANGELOG.md - Added 4 new technical decisions (TD-014 to TD-017) - Created TROUBLESHOOTING.md with 10 common issues Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
sujucu70
166
docs/TODO.md
Normal file
166
docs/TODO.md
Normal file
@@ -0,0 +1,166 @@
|
||||
# TODO.md
|
||||
|
||||
> Lista priorizada de tareas pendientes
|
||||
|
||||
---
|
||||
|
||||
## Checkpoints Completados
|
||||
|
||||
### CP1: Project Setup & Contracts ✅
|
||||
- [x] Crear estructura de carpetas
|
||||
- [x] Inicializar repo Git
|
||||
- [x] Crear requirements.txt
|
||||
- [x] Crear .env.example
|
||||
- [x] Crear README.md
|
||||
- [x] Crear config/rca_taxonomy.yaml
|
||||
- [x] Crear config/settings.yaml
|
||||
- [x] Crear schemas Pydantic
|
||||
|
||||
### CP2: Transcription Module ✅
|
||||
- [x] Implementar Transcriber interface
|
||||
- [x] Implementar AssemblyAITranscriber
|
||||
- [x] Implementar modelos (Transcript, SpeakerTurn)
|
||||
- [x] Tests unitarios
|
||||
- [x] Notebook 01_transcription_validation.ipynb
|
||||
|
||||
### CP3: RCA Schemas & Data Contracts ✅
|
||||
- [x] Implementar CallAnalysis
|
||||
- [x] Implementar RCALabel, EvidenceSpan
|
||||
- [x] Implementar Event
|
||||
- [x] Separar observed vs inferred
|
||||
- [x] Crear data/examples/
|
||||
|
||||
### CP4: Feature & Event Extraction ✅
|
||||
- [x] Implementar event_detector.py
|
||||
- [x] Implementar turn_metrics.py
|
||||
- [x] Tests unitarios
|
||||
|
||||
### CP5: Inference Engine ✅
|
||||
- [x] Crear prompt MAP único
|
||||
- [x] Implementar LLMClient con JSON strict
|
||||
- [x] Implementar BatchInference con resume
|
||||
- [x] Tests de evidence obligatorio
|
||||
- [x] Notebook 02_inference_validation.ipynb
|
||||
|
||||
### CP6: Transcript Compression ✅
|
||||
- [x] Implementar CompressedTranscript
|
||||
- [x] Validar reducción >60% tokens
|
||||
- [x] Integrar en inference
|
||||
- [x] Notebook 03_compression_validation.ipynb
|
||||
|
||||
### CP7: Aggregation & RCA Trees ✅
|
||||
- [x] Implementar statistics.py
|
||||
- [x] Definir severity_score con reglas explícitas
|
||||
- [x] Implementar RCATreeBuilder
|
||||
- [x] Notebook 04_aggregation_validation.ipynb
|
||||
|
||||
### CP8: End-to-End Pipeline ✅
|
||||
- [x] Implementar CXInsightsPipeline
|
||||
- [x] Implementar manifests por stage
|
||||
- [x] Implementar resume
|
||||
- [x] Implementar exports (JSON, Excel, PDF)
|
||||
- [x] CLI principal
|
||||
- [x] Notebook 05_full_pipeline_test.ipynb
|
||||
|
||||
### CP-GAPS: v2.0 Blueprint Alignment ✅ (2026-01-19)
|
||||
- [x] Gap Analysis vs BeyondCX Blueprints (4 docs Word)
|
||||
- [x] Update rca_taxonomy.yaml with new driver categories
|
||||
- [x] churn_risk drivers
|
||||
- [x] fcr_failure drivers
|
||||
- [x] agent_skills (positive + improvement_needed)
|
||||
- [x] Update call_analysis.py models with new fields
|
||||
- [x] FCRStatus enum
|
||||
- [x] ChurnRisk enum
|
||||
- [x] AgentClassification enum
|
||||
- [x] DriverOrigin enum
|
||||
- [x] AgentSkillIndicator model
|
||||
- [x] Enhanced RCALabel with origin, corrective_action, replicable_practice
|
||||
- [x] Updated CallAnalysis with new fields
|
||||
- [x] Create prompt v2.0 (config/prompts/call_analysis/v2.0/)
|
||||
- [x] system.txt
|
||||
- [x] user.txt
|
||||
- [x] schema.json
|
||||
- [x] Update versions.yaml to active v2.0
|
||||
- [x] Update prompt_manager.py with TaxonomyTexts
|
||||
- [x] Update analyzer.py to parse new fields
|
||||
- [x] Update aggregation models and statistics for v2.0
|
||||
- [x] Update tests for v2.0 compatibility
|
||||
|
||||
### CP-DASH: Streamlit Dashboard ✅ (2026-01-19)
|
||||
- [x] Create dashboard structure (app.py, config.py, data_loader.py, components.py)
|
||||
- [x] Implement Beyond Brand Identity styling
|
||||
- [x] Colors: Black #000000, Blue #6D84E3, Grey #B1B1B0
|
||||
- [x] Light theme configuration (.streamlit/config.toml)
|
||||
- [x] Custom CSS with Outfit font
|
||||
- [x] Implement 8 dashboard sections
|
||||
- [x] Overview (KPIs, outcomes, drivers, FCR, churn)
|
||||
- [x] Outcomes Analysis
|
||||
- [x] Poor CX Analysis
|
||||
- [x] FCR Analysis
|
||||
- [x] Churn Risk Analysis
|
||||
- [x] Agent Performance
|
||||
- [x] Call Explorer
|
||||
- [x] Export Insights
|
||||
- [x] Advanced visualizations
|
||||
- [x] RCA Sankey Diagram (Driver → Outcome → Churn Risk)
|
||||
- [x] Correlation Heatmaps (co-occurrence, driver-outcome)
|
||||
- [x] Outcome Deep Dive (root causes, correlation, duration)
|
||||
- [x] Export functionality
|
||||
- [x] Excel multi-sheet workbook
|
||||
- [x] HTML executive summary report
|
||||
- [x] JSON raw data export
|
||||
- [x] Blueprint terminology compliance
|
||||
- [x] FCR: 4 categorías (Primera Llamada/Rellamada × Sin/Con Riesgo)
|
||||
- [x] Churn: Sin Riesgo de Fuga / En Riesgo de Fuga
|
||||
- [x] Agent: Talento Para Replicar / Oportunidades de Mejora
|
||||
|
||||
---
|
||||
|
||||
## Alta prioridad (Pendiente)
|
||||
|
||||
- [ ] **Run real benchmark with v2.0** - Ejecutar pipeline con 50-100 llamadas reales
|
||||
- [ ] **Measure actual costs** - Documentar costes reales STT + LLM
|
||||
- [ ] **Validate v2.0 RCA accuracy** - Manual review de 20 llamadas con nuevos campos
|
||||
- [x] **Documentation** - Completar stubs en docs/ ✅
|
||||
- [x] **Test v2.0 with real transcripts** - Validado con batch test-07 (30 llamadas) ✅
|
||||
- [x] **Update exports for v2.0** - Dashboard incluye todos los campos nuevos ✅
|
||||
- [x] **Dashboard Streamlit** - Implementado con Beyond branding ✅
|
||||
|
||||
---
|
||||
|
||||
## Media prioridad (CP9 - Optional)
|
||||
|
||||
- [ ] Caching por hash de transcript
|
||||
- [ ] Batch size benchmarks (encontrar óptimo)
|
||||
- [ ] Comparar STT providers (Whisper, Google)
|
||||
- [ ] Comparar LLM providers (Claude vs GPT-4o)
|
||||
- [ ] DuckDB para analytics de grandes batches
|
||||
|
||||
---
|
||||
|
||||
## Baja prioridad (Fase 2)
|
||||
|
||||
- [x] Dashboard Streamlit ✅ (completado 2026-01-19)
|
||||
- [ ] Docker containerization
|
||||
- [ ] CI/CD pipeline
|
||||
- [ ] API REST (FastAPI)
|
||||
- [ ] Multi-idioma support
|
||||
- [ ] Real-time processing
|
||||
- [ ] Integración BeyondDiagnosticPrototipo
|
||||
- [ ] Campaign tracking (Blueprint KPI 2)
|
||||
- [ ] Customer value analysis (Blueprint Pilar 4)
|
||||
- [ ] Sales cycle optimization analysis
|
||||
|
||||
---
|
||||
|
||||
## Backlog (Ideas)
|
||||
|
||||
- [ ] Automatic prompt tuning based on validation results
|
||||
- [ ] A/B testing de prompts
|
||||
- [ ] Confidence calibration
|
||||
- [ ] Active learning loop
|
||||
- [ ] Cost anomaly detection
|
||||
|
||||
---
|
||||
|
||||
**Última actualización**: 2026-01-19 (v2.1 Dashboard + Blueprint Compliance completed)
|
||||
Reference in New Issue
Block a user