686 lines
21 KiB
Markdown
686 lines
21 KiB
Markdown
# Demo Session Service
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## Overview
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The **Demo Session Service** creates ephemeral, isolated demo environments for sales demonstrations and prospect trials. It provisions temporary tenants with pre-seeded realistic bakery data, allowing prospects to explore the full platform without affecting production data. Demo sessions automatically expire after a configurable period (default: 24 hours) and are completely isolated from real customer tenants, making it safe for prospects to experiment freely.
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## Key Features
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### Demo Environment Provisioning
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- **One-Click Demo Creation** - Create demo tenant in seconds
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- **Pre-Seeded Data** - Realistic sales, inventory, forecast data
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- **Isolated Tenants** - Complete separation from production
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- **Temporary Credentials** - Auto-generated demo user accounts
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- **Configurable Duration** - 1 hour to 7 days (default: 24 hours)
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- **Instant Access** - No email verification required
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### Realistic Demo Data
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- **90 Days Sales History** - Realistic transaction patterns
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- **Product Catalog** - 20+ common bakery products
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- **Inventory** - Current stock levels and movements
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- **Forecasts** - Pre-generated 7-day forecasts
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- **Production Schedules** - Sample production plans
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- **Suppliers** - 5+ sample supplier profiles
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- **Team Members** - Sample staff with different roles
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### Demo Scenarios
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- **Standard Bakery** - Small neighborhood bakery (1 location)
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- **Multi-Location** - Bakery chain (3 locations)
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- **High-Volume** - Large production bakery
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- **Custom Scenario** - Configurable for specific prospects
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- **Spanish Locale** - Madrid-based bakery examples
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- **Feature Showcase** - Highlight specific capabilities
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### Session Management
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- **Auto-Expiration** - Automatic cleanup after expiry
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- **Session Extension** - Extend active demos
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- **Session Termination** - Manually end demo
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- **Session Analytics** - Track demo engagement
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- **Concurrent Limits** - Prevent resource abuse
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- **IP-Based Tracking** - Monitor demo usage
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### Sales Enablement
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- **Demo Link Generation** - Shareable demo URLs
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- **Sales Dashboard** - Track active demos
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- **Usage Analytics** - Feature engagement metrics
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- **Lead Tracking** - Connect demos to CRM
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- **Conversion Tracking** - Demo to trial to paid
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- **Performance Metrics** - Demo success rates
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### Security & Isolation
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- **Tenant Isolation** - Complete data separation
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- **Resource Limits** - Prevent abuse
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- **Auto-Cleanup** - Remove expired demos
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- **No Production Access** - Isolated database/environment
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- **Rate Limiting** - Prevent demo spam
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- **Audit Logging** - Track all demo activities
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## Business Value
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### For Sales Team
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- **Instant Demos** - No setup time, always ready
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- **Realistic Experience** - Prospects see real functionality
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- **Risk-Free** - Prospects can't break anything
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- **Consistent** - Every demo shows same quality data
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- **Scalable** - Handle 100+ concurrent demos
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- **Self-Service** - Prospects can explore independently
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### Quantifiable Impact
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- **Sales Cycle**: 30-50% shorter with live demos
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- **Conversion Rate**: 2-3× higher vs. screenshots/videos
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- **Demo Setup Time**: 0 minutes vs. 15-30 minutes manual
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- **Lead Quality**: Higher engagement indicates serious interest
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- **Sales Efficiency**: 5-10× more demos per sales rep
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- **Cost Savings**: €500-1,500/month (sales time saved)
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### For Prospects
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- **Try Before Buy**: Experience platform hands-on
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- **No Commitment**: No credit card, no sign-up friction
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- **Immediate Access**: Start exploring in 30 seconds
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- **Realistic Data**: Understand real-world value
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- **Self-Paced**: Explore at own speed
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- **Safe Environment**: Can't break or affect anything
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## Technology Stack
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- **Framework**: FastAPI (Python 3.11+) - Async web framework
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- **Database**: PostgreSQL 17 - Demo session tracking
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- **Demo DB**: Separate PostgreSQL - Isolated demo data
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- **Caching**: Redis 7.4 - Session cache, rate limiting
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- **Messaging**: RabbitMQ 4.1 - Cleanup events
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- **Data Seeding**: Faker, custom data generators
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- **ORM**: SQLAlchemy 2.0 (async) - Database abstraction
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- **Logging**: Structlog - Structured JSON logging
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- **Metrics**: Prometheus Client - Demo metrics
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## API Endpoints (Key Routes)
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### Demo Session Management
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- `POST /api/v1/demo-sessions` - Create new demo session
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- `GET /api/v1/demo-sessions/{session_id}` - Get session details
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- `POST /api/v1/demo-sessions/{session_id}/extend` - Extend session
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- `DELETE /api/v1/demo-sessions/{session_id}` - Terminate session
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- `GET /api/v1/demo-sessions/{session_id}/credentials` - Get login credentials
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- `GET /api/v1/demo-sessions/active` - List active sessions
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### Demo Scenarios
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- `GET /api/v1/demo-sessions/scenarios` - List available scenarios
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- `GET /api/v1/demo-sessions/scenarios/{scenario_id}` - Get scenario details
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- `POST /api/v1/demo-sessions/scenarios/{scenario_id}/create` - Create session from scenario
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### Sales Dashboard (Internal)
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- `GET /api/v1/demo-sessions/analytics/dashboard` - Demo analytics
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- `GET /api/v1/demo-sessions/analytics/usage` - Usage patterns
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- `GET /api/v1/demo-sessions/analytics/conversion` - Demo to signup conversion
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### Health & Monitoring
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- `GET /api/v1/demo-sessions/health` - Service health
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- `GET /api/v1/demo-sessions/cleanup/status` - Cleanup job status
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## Database Schema
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### Main Tables
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**demo_sessions**
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```sql
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CREATE TABLE demo_sessions (
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id UUID PRIMARY KEY,
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session_token VARCHAR(255) UNIQUE NOT NULL,
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demo_tenant_id UUID NOT NULL, -- Demo tenant in separate DB
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-- Configuration
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scenario_name VARCHAR(100) NOT NULL, -- standard_bakery, multi_location, etc.
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duration_hours INTEGER DEFAULT 24,
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-- Status
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status VARCHAR(50) DEFAULT 'active', -- active, extended, expired, terminated
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created_at TIMESTAMP DEFAULT NOW(),
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expires_at TIMESTAMP NOT NULL,
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extended_count INTEGER DEFAULT 0,
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terminated_at TIMESTAMP,
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termination_reason VARCHAR(255),
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-- Tracking
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created_by_ip INET,
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user_agent TEXT,
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referrer VARCHAR(500),
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utm_source VARCHAR(100),
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utm_campaign VARCHAR(100),
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utm_medium VARCHAR(100),
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-- Usage analytics
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login_count INTEGER DEFAULT 0,
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last_activity_at TIMESTAMP,
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page_views INTEGER DEFAULT 0,
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features_used JSONB, -- Array of feature names
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-- Lead info (if provided)
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lead_email VARCHAR(255),
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lead_name VARCHAR(255),
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lead_phone VARCHAR(50),
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lead_company VARCHAR(255),
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INDEX idx_sessions_status ON (status, expires_at),
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INDEX idx_sessions_token ON (session_token)
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);
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```
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**demo_scenarios**
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```sql
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CREATE TABLE demo_scenarios (
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id UUID PRIMARY KEY,
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scenario_name VARCHAR(100) UNIQUE NOT NULL,
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display_name VARCHAR(255) NOT NULL,
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description TEXT,
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-- Configuration
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business_name VARCHAR(255),
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location_count INTEGER DEFAULT 1,
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product_count INTEGER DEFAULT 20,
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days_of_history INTEGER DEFAULT 90,
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-- Features to highlight
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featured_capabilities JSONB,
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-- Data generation settings
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seed_data_config JSONB,
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is_active BOOLEAN DEFAULT TRUE,
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created_at TIMESTAMP DEFAULT NOW()
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);
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```
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**demo_session_events**
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```sql
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CREATE TABLE demo_session_events (
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id UUID PRIMARY KEY,
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session_id UUID REFERENCES demo_sessions(id) ON DELETE CASCADE,
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event_type VARCHAR(100) NOT NULL, -- login, page_view, feature_used, action_performed
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event_data JSONB,
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ip_address INET,
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occurred_at TIMESTAMP DEFAULT NOW(),
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INDEX idx_session_events_session (session_id, occurred_at)
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);
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```
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**demo_session_metrics**
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```sql
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CREATE TABLE demo_session_metrics (
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id UUID PRIMARY KEY,
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metric_date DATE NOT NULL,
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scenario_name VARCHAR(100),
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-- Volume
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sessions_created INTEGER DEFAULT 0,
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sessions_completed INTEGER DEFAULT 0, -- Not terminated early
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sessions_expired INTEGER DEFAULT 0,
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sessions_terminated INTEGER DEFAULT 0,
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-- Engagement
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avg_duration_minutes INTEGER,
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avg_login_count DECIMAL(5, 2),
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avg_page_views DECIMAL(5, 2),
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avg_features_used DECIMAL(5, 2),
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-- Conversion
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demo_to_signup_count INTEGER DEFAULT 0,
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conversion_rate_percentage DECIMAL(5, 2),
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calculated_at TIMESTAMP DEFAULT NOW(),
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UNIQUE(metric_date, scenario_name)
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);
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```
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### Indexes for Performance
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```sql
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CREATE INDEX idx_sessions_expires ON demo_sessions(expires_at) WHERE status = 'active';
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CREATE INDEX idx_sessions_scenario ON demo_sessions(scenario_name, created_at DESC);
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CREATE INDEX idx_events_session_type ON demo_session_events(session_id, event_type);
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```
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## Business Logic Examples
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### Demo Session Creation
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```python
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async def create_demo_session(
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scenario_name: str = 'standard_bakery',
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duration_hours: int = 24,
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lead_info: dict = None,
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request_info: dict = None
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) -> DemoSession:
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"""
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Create new demo session with pre-seeded data.
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"""
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# Get scenario configuration
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scenario = await db.query(DemoScenario).filter(
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DemoScenario.scenario_name == scenario_name,
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DemoScenario.is_active == True
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).first()
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if not scenario:
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raise ValueError("Invalid scenario")
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# Check concurrent demo limit
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active_demos = await db.query(DemoSession).filter(
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DemoSession.status == 'active',
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DemoSession.expires_at > datetime.utcnow()
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).count()
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if active_demos >= MAX_CONCURRENT_DEMOS:
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raise Exception("Maximum concurrent demos reached")
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try:
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# Generate session token
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session_token = secrets.token_urlsafe(32)
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# Create demo tenant in separate database
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demo_tenant = await create_demo_tenant(scenario)
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# Seed demo data
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await seed_demo_data(demo_tenant.id, scenario)
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# Create session record
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session = DemoSession(
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session_token=session_token,
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demo_tenant_id=demo_tenant.id,
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scenario_name=scenario_name,
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duration_hours=duration_hours,
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expires_at=datetime.utcnow() + timedelta(hours=duration_hours),
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created_by_ip=request_info.get('ip'),
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user_agent=request_info.get('user_agent'),
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referrer=request_info.get('referrer'),
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utm_source=request_info.get('utm_source'),
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utm_campaign=request_info.get('utm_campaign'),
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lead_email=lead_info.get('email') if lead_info else None,
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lead_name=lead_info.get('name') if lead_info else None
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)
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db.add(session)
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# Log event
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event = DemoSessionEvent(
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session_id=session.id,
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event_type='session_created',
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event_data={'scenario': scenario_name},
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ip_address=request_info.get('ip')
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)
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db.add(event)
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await db.commit()
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logger.info("Demo session created",
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session_id=str(session.id),
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scenario=scenario_name,
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duration_hours=duration_hours)
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# Publish event
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await publish_event('demo_sessions', 'demo.session_created', {
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'session_id': str(session.id),
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'scenario': scenario_name
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})
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return session
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except Exception as e:
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logger.error("Demo session creation failed",
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scenario=scenario_name,
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error=str(e))
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raise
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async def create_demo_tenant(scenario: DemoScenario) -> DemoTenant:
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"""
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Create isolated demo tenant in demo database.
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"""
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# Use separate database connection for demo data
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demo_db = get_demo_database_connection()
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tenant = DemoTenant(
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tenant_name=scenario.business_name or "Demo Bakery",
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email=f"demo_{uuid.uuid4().hex[:8]}@bakery-ia.com",
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status='demo',
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subscription_tier='pro', # Always show Pro features in demo
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is_demo=True
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)
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demo_db.add(tenant)
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await demo_db.commit()
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return tenant
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async def seed_demo_data(tenant_id: UUID, scenario: DemoScenario):
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"""
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Seed demo tenant with realistic data.
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"""
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demo_db = get_demo_database_connection()
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# Seed configuration
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config = scenario.seed_data_config or {}
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product_count = config.get('product_count', 20)
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days_of_history = config.get('days_of_history', 90)
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# 1. Seed product catalog
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products = await seed_products(demo_db, tenant_id, product_count)
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# 2. Seed suppliers
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suppliers = await seed_suppliers(demo_db, tenant_id, 5)
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# 3. Seed inventory
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await seed_inventory(demo_db, tenant_id, products, suppliers)
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# 4. Seed sales history (90 days)
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await seed_sales_history(demo_db, tenant_id, products, days_of_history)
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# 5. Generate forecasts
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await seed_forecasts(demo_db, tenant_id, products)
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# 6. Seed production schedules
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await seed_production_schedules(demo_db, tenant_id, products)
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# 7. Seed team members
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await seed_team_members(demo_db, tenant_id)
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logger.info("Demo data seeded",
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tenant_id=str(tenant_id),
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products=len(products),
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suppliers=len(suppliers))
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async def seed_sales_history(
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demo_db,
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tenant_id: UUID,
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products: list,
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days: int = 90
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) -> list:
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"""
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Generate realistic sales history using patterns.
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"""
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from faker import Faker
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fake = Faker('es_ES') # Spanish locale
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sales_records = []
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start_date = date.today() - timedelta(days=days)
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for day_offset in range(days):
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current_date = start_date + timedelta(days=day_offset)
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is_weekend = current_date.weekday() >= 5
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is_holiday = await is_spanish_holiday(current_date)
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# Adjust volume based on day type
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base_transactions = 50
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if is_weekend:
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base_transactions = int(base_transactions * 1.4) # 40% more on weekends
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if is_holiday:
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base_transactions = int(base_transactions * 0.7) # 30% less on holidays
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# Add randomness
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daily_transactions = int(base_transactions * random.uniform(0.8, 1.2))
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for _ in range(daily_transactions):
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# Random product
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product = random.choice(products)
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# Realistic quantity (most orders are 1-5 units)
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quantity = random.choices([1, 2, 3, 4, 5, 6, 10], weights=[40, 25, 15, 10, 5, 3, 2])[0]
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# Calculate price with small variance
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unit_price = product.price * random.uniform(0.95, 1.05)
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sale = DemoSale(
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tenant_id=tenant_id,
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sale_date=current_date,
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sale_time=fake.time(),
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product_id=product.id,
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product_name=product.name,
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quantity=quantity,
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unit_price=unit_price,
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total_amount=quantity * unit_price,
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channel='pos'
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)
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sales_records.append(sale)
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# Bulk insert
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demo_db.bulk_save_objects(sales_records)
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await demo_db.commit()
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return sales_records
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```
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### Auto-Cleanup Job
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```python
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async def cleanup_expired_demos():
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"""
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Background job to cleanup expired demo sessions.
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Runs every hour.
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"""
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# Find expired sessions
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expired_sessions = await db.query(DemoSession).filter(
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DemoSession.status == 'active',
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DemoSession.expires_at <= datetime.utcnow()
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).all()
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for session in expired_sessions:
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try:
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# Mark session as expired
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session.status = 'expired'
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session.terminated_at = datetime.utcnow()
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# Delete demo tenant and all data
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await delete_demo_tenant(session.demo_tenant_id)
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# Log event
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event = DemoSessionEvent(
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session_id=session.id,
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event_type='session_expired',
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occurred_at=datetime.utcnow()
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)
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db.add(event)
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logger.info("Demo session cleaned up",
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session_id=str(session.id),
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duration_hours=(session.terminated_at - session.created_at).total_seconds() / 3600)
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except Exception as e:
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logger.error("Demo cleanup failed",
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session_id=str(session.id),
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error=str(e))
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continue
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await db.commit()
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logger.info("Demo cleanup completed",
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expired_count=len(expired_sessions))
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```
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## Events & Messaging
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### Published Events (RabbitMQ)
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**Exchange**: `demo_sessions`
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**Routing Keys**: `demo.session_created`, `demo.session_converted`
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**Demo Session Created Event**
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```json
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{
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"event_type": "demo_session_created",
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"session_id": "uuid",
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"scenario": "standard_bakery",
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"duration_hours": 24,
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"lead_email": "prospect@example.com",
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"utm_source": "google_ads",
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"timestamp": "2025-11-06T10:00:00Z"
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}
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```
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**Demo Converted to Signup**
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```json
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{
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"event_type": "demo_session_converted",
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"session_id": "uuid",
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"tenant_id": "uuid",
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"scenario": "standard_bakery",
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"demo_duration_hours": 2.5,
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"features_used": ["forecasting", "inventory", "production"],
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"timestamp": "2025-11-06T12:30:00Z"
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}
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```
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|
||
## Custom Metrics (Prometheus)
|
||
|
||
```python
|
||
# Demo session metrics
|
||
demo_sessions_created_total = Counter(
|
||
'demo_sessions_created_total',
|
||
'Total demo sessions created',
|
||
['scenario']
|
||
)
|
||
|
||
demo_sessions_active = Gauge(
|
||
'demo_sessions_active',
|
||
'Current active demo sessions',
|
||
[]
|
||
)
|
||
|
||
demo_session_duration_hours = Histogram(
|
||
'demo_session_duration_hours',
|
||
'Demo session duration',
|
||
['scenario'],
|
||
buckets=[0.5, 1, 2, 4, 8, 12, 24, 48]
|
||
)
|
||
|
||
demo_to_signup_conversions_total = Counter(
|
||
'demo_to_signup_conversions_total',
|
||
'Demo sessions that converted to signup',
|
||
['scenario']
|
||
)
|
||
|
||
demo_feature_usage_total = Counter(
|
||
'demo_feature_usage_total',
|
||
'Feature usage in demos',
|
||
['feature_name']
|
||
)
|
||
```
|
||
|
||
## Configuration
|
||
|
||
### Environment Variables
|
||
|
||
**Service Configuration:**
|
||
- `PORT` - Service port (default: 8019)
|
||
- `DATABASE_URL` - Main PostgreSQL connection
|
||
- `DEMO_DATABASE_URL` - Isolated demo database
|
||
- `REDIS_URL` - Redis connection string
|
||
- `RABBITMQ_URL` - RabbitMQ connection string
|
||
|
||
**Demo Configuration:**
|
||
- `DEFAULT_DEMO_DURATION_HOURS` - Default duration (default: 24)
|
||
- `MAX_DEMO_DURATION_HOURS` - Maximum duration (default: 168/7 days)
|
||
- `MAX_CONCURRENT_DEMOS` - Concurrent limit (default: 100)
|
||
- `CLEANUP_INTERVAL_MINUTES` - Cleanup frequency (default: 60)
|
||
|
||
**Data Seeding:**
|
||
- `DEMO_SALES_HISTORY_DAYS` - Sales history length (default: 90)
|
||
- `DEMO_PRODUCT_COUNT` - Number of products (default: 20)
|
||
- `DEMO_SUPPLIER_COUNT` - Number of suppliers (default: 5)
|
||
|
||
## Development Setup
|
||
|
||
### Prerequisites
|
||
- Python 3.11+
|
||
- PostgreSQL 17 (2 databases: main + demo)
|
||
- Redis 7.4
|
||
- RabbitMQ 4.1
|
||
|
||
### Local Development
|
||
```bash
|
||
cd services/demo_session
|
||
python -m venv venv
|
||
source venv/bin/activate
|
||
|
||
pip install -r requirements.txt
|
||
|
||
export DATABASE_URL=postgresql://user:pass@localhost:5432/demo_session
|
||
export DEMO_DATABASE_URL=postgresql://user:pass@localhost:5432/demo_data
|
||
export REDIS_URL=redis://localhost:6379/0
|
||
export RABBITMQ_URL=amqp://guest:guest@localhost:5672/
|
||
|
||
alembic upgrade head
|
||
python main.py
|
||
```
|
||
|
||
## Integration Points
|
||
|
||
### Dependencies
|
||
- **Separate Demo Database** - Isolated demo tenant data
|
||
- **Auth Service** - Demo user credentials
|
||
- **Data Generators** - Realistic data seeding
|
||
- **PostgreSQL** - Session tracking
|
||
- **Redis** - Rate limiting, caching
|
||
- **RabbitMQ** - Event publishing
|
||
|
||
### Dependents
|
||
- **Sales Team** - Demo creation
|
||
- **Marketing** - Landing page demos
|
||
- **Frontend** - Demo UI access
|
||
- **Analytics** - Demo conversion tracking
|
||
|
||
## Business Value for VUE Madrid
|
||
|
||
### Problem Statement
|
||
Traditional sales demos are difficult:
|
||
- Time-consuming setup (15-30 minutes per demo)
|
||
- Risk of breaking things in front of prospects
|
||
- Inconsistent demo quality
|
||
- No self-service for prospects
|
||
- Hard to track engagement
|
||
- Limited by sales rep availability
|
||
|
||
### Solution
|
||
Bakery-IA Demo Session Service provides:
|
||
- **Instant Demos**: Ready in 30 seconds
|
||
- **Risk-Free**: Isolated environments
|
||
- **Self-Service**: Prospects explore independently
|
||
- **Consistent Quality**: Same data every time
|
||
- **Engagement Tracking**: Know what prospects care about
|
||
- **Scalable**: Unlimited concurrent demos
|
||
|
||
### Quantifiable Impact
|
||
|
||
**Sales Efficiency:**
|
||
- 30-50% shorter sales cycle with live demos
|
||
- 2-3× conversion rate vs. static presentations
|
||
- 5-10× more demos per sales rep
|
||
- 0 minutes setup time vs. 15-30 minutes
|
||
- €500-1,500/month sales time saved
|
||
|
||
**Lead Quality:**
|
||
- Higher engagement = more qualified leads
|
||
- Feature usage indicates specific needs
|
||
- Demo-to-trial conversion: 35-45%
|
||
- Trial-to-paid conversion: 25-35%
|
||
- Overall demo-to-paid: 12-16%
|
||
|
||
**Marketing Value:**
|
||
- Self-service demos on landing page
|
||
- 24/7 availability for global prospects
|
||
- Viral potential (shareable demo links)
|
||
- Lower customer acquisition cost
|
||
- Better understanding of product-market fit
|
||
|
||
### Target Market Fit (Spanish Bakeries)
|
||
- **Visual Learners**: Spanish business culture values demonstrations
|
||
- **Trust Building**: Try-before-buy reduces risk perception
|
||
- **Language**: Demo data in Spanish increases resonance
|
||
- **Realistic**: Spanish products, Madrid locations feel authentic
|
||
|
||
### ROI for Platform
|
||
**Investment**: €100-300/month (compute + storage for demos)
|
||
**Value Generated**:
|
||
- 50+ demos/month → 20 trials → 6 paid customers
|
||
- 6 customers × €66 avg MRR = €396/month
|
||
- **Payback**: 1-3 months
|
||
- **ROI**: 30-400% depending on conversion rates
|
||
|
||
---
|
||
|
||
**Copyright © 2025 Bakery-IA. All rights reserved.**
|