Add Investor Signals + Sales Enrichment recipe#53
Merged
georgeatparallel merged 7 commits intoJul 20, 2026
Conversation
A full-stack Python + React recipe on the Parallel Task & Monitor APIs: - Investor Signals pipeline: one daily event_stream Monitor per fund the user chooses, each detection chain-verified by a follow-up Task (previous_interaction_id), scored, CRM-checked, and delivered to Slack via a weekly cron digest or a real-time webhook receiver. - Sales Enrichment app: FastAPI + Vite/React app that turns a company into a fully-cited account brief (two concurrent Task runs) with a credibility rule that never fabricates uncited values. Built to be forked: - Watchlist is user-owned via monitor/investors.json (gitignored); no funds hardcoded. investors.example.json ships as the sample. - CRM is pluggable via a small adapter seam (backend/crm.py); Attio ships as the reference adapter, and AGENTS.md walks an agent through wiring up any CRM. - AGENTS.md is a paste-in, one-command onboarding prompt for coding agents. - No secrets or private data: .env, generated monitor artifacts, and derived portfolio lists are all gitignored; only .example fixtures are committed. Registered in README.md (Scheduled Research & Webhooks) and website/cookbook.json. Verified: ruff clean, 39 backend + 9 frontend tests pass, tsc + vite build clean. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KwAHtpTsa3PyXfb7kdhUfc
Ran the cookbook-writing verification pass over the recipe's prose docs. The canonical recipe (vendor-intelligence) uses zero em dashes; these four docs had 97. Replaced them with colons/commas/periods as the sentence needs, preserving en dashes in ranges (seed–Series B, 1–10). Also aligned the two "Fast lookup" latency figures. Markdown docs only; Python source docstrings are left as-is (reproduced source). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KwAHtpTsa3PyXfb7kdhUfc
P1 fixes: - Webhook signature verification (new webhook_verify.py): verify Standard Webhooks HMAC over webhook-id.timestamp.body against the account secret (whsec_), with replay tolerance. The receiver now FAILS CLOSED — no secret or a bad/missing signature is rejected, never processed. Dropped the old ?key= URL-secret scheme (also removed from monitors.py set-webhook). - Webhook idempotency: dedupe retries by webhook-id so a redelivery can't re-run the verification Task (spend) or double-post; documented the ack-fast/enqueue pattern for production. - Webhook now runs the CRM check + shared qualification, so a company already in the CRM is no longer mis-scored as net-new. - Cron fails closed: /api/signals/weekly-digest requires Bearer CRON_SECRET and is disabled (503) when unset — no open, credit-spending route. - Domain credibility gate: an uncited model domain is dropped (was fed to the website + email synthesis); trusted only if cited or user-supplied. - Bulk guarded on serverless: backend returns 501 and the Bulk tab is hidden on deploys (in-memory job state can't survive instance hops). P2 fixes: - Cron schedule documented as fixed UTC with the DST caveat (no "9 AM PT"). - Attio: relabel associated deals (all stages) as such, not "active"; note Deal.owner; stop claiming pipeline state the API didn't establish. - CSV formula-injection: prefix cells starting with = + - @ / control chars. - Pagination: follow next_cursor for monitors + events (live, digest, CLI). Design: extracted one qualify_signal() used by the CLI drain, the local web drain, the weekly digest, and the webhook — killing the drift where the local refresh omitted CRM checks, pipeline label, and priority. Tests: new test_security.py (signature verify, CSV safety, domain gate, qualification); updated gate/label tests. ruff clean; 54 backend + 9 frontend pass; tsc + vite build clean. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KwAHtpTsa3PyXfb7kdhUfc
Fix top Investor Signals review blockers
georgeatparallel
self-requested a review
July 20, 2026 15:47
georgeatparallel
approved these changes
Jul 20, 2026
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What this adds
A full-stack Python + React recipe under
python-recipes/parallel-investor-signals, built on the Parallel Task and Monitor APIs. Two workflows sharing one Python core:event_streamMonitor per fund detects new AI-native rounds (seed–Series B); each detection is chain-verified by a follow-up Task (previous_interaction_id), scored by a priority policy, checked against your CRM, and delivered to Slack via a weekly cron digest or a real-time webhook receiver.nullrather than fabricating any uncited value.Why someone would fork it
monitor/investors.example.json→monitor/investors.json(gitignored) and list their own funds (or set anINVESTORSenv override).backend/crm.py). Attio ships as the reference adapter; adding HubSpot/Salesforce/etc. is one adapter file implementing three functions.AGENTS.mdis a paste-in prompt that walks a coding agent from clone → running, including prompting for the user's CRM and wiring up an adapter from that CRM's API docs.APIs & surfaces
Task·Monitors·Webhooks·Cron— plus structured output with per-field research basis (citations + confidence) and the monitor→task verification chain.Safety / hygiene
.env, generated monitor artifacts (monitors.json,signals.json,state.json), the derivedportfolio_names.json, andinvestors.jsonare all gitignored. Only.examplefixtures ship.README.md(Scheduled Research & Webhooks) andwebsite/cookbook.json.Verification
ruffclean · 39 backend (pytest) + 9 frontend (vitest) tests pass ·tsc -b && vite buildclean.