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Add Win-Loss Debrief and Quarterly Competitive Brief - #110

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Add Win-Loss Debrief and Quarterly Competitive Brief#110
Siddharth2327 wants to merge 2 commits into
superdocsapp:mainfrom
Siddharth2327:main

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Task 2: Win-Loss Debrief and Quarterly Competitive Brief

Author: Siddharth

What I built

A SuperDocs-powered Win/Loss workflow for sales, product marketing, and competitive intelligence teams.

The build:

  • Generates standardized debriefs from closed-deal transcripts.
  • Extracts why we won/lost, competitors, pricing dynamics, objections, and deciding factors.
  • Maintains a searchable local deal index.
  • Synthesizes quarterly competitive briefs by competitor and segment.
  • Links synthesis findings to supporting debrief evidence.
  • Labels small-sample patterns.
  • Removes customer identifiers from the shared quarterly brief.
  • Includes schema validation, evidence verification, review/approval, and export.
  • Includes prompt-injection handling and automated tests.

Evidence

Included in this use case:

  • Architecture diagram
  • One-page write-up
  • Local implementation/testing guide
  • Synthetic transcripts
  • Injection-test fixture
  • Unit and integration tests
  • Demo screenshot

Verification

  • 90 tests passing
  • Quarterly Q4 demo successfully generates DOCX and PDF
  • Independent redaction check reports:
    clean: no known customer identifiers found

Assigned build

This PR implements the assigned Task 2: Win-loss debrief and quarterly competitive brief build.

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