Chris Olson
1a1cf7e652
Activities with future dates are automatically tagged as Planned. Once the date passes they become Pending Follow-Ups requiring resolution. - Added Status column to activities (Planned/Completed/Did Not Occur) - Built Follow-Ups subview with expandable cards, outcome capture, and Create Next Step workflow for scheduling follow-on activities - Upcoming Planned table shows scheduled future activities - Executive Overview gains Meetings Scheduled and Follow-Ups Pending KPIs - Planned/Follow-Up badges appear in the activity detail table - Admin page includes Status field for activities Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
857 lines
40 KiB
TypeScript
857 lines
40 KiB
TypeScript
import Database from 'better-sqlite3';
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import path from 'path';
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import {
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PipelineRecord,
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AccountRecord,
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ActivityRecord,
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TargetRecord,
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ImplementationRecord,
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MetricTarget,
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DashboardData,
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AccountNote,
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Contact,
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Snapshot,
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PipelineSnapshot,
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Playbook,
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PlaybookProgress,
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DistrictTarget,
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} from '@/types/data';
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const DB_PATH = path.join(process.cwd(), 'data', 'campaign.db');
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let _db: Database.Database | null = null;
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function getDb(): Database.Database {
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if (!_db) {
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const fs = require('fs');
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const dir = path.dirname(DB_PATH);
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if (!fs.existsSync(dir)) fs.mkdirSync(dir, { recursive: true });
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_db = new Database(DB_PATH);
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_db.pragma('journal_mode = WAL');
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initSchema(_db);
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migrateSchema(_db);
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seedDefaultPlaybooks();
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seedCPMValues();
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}
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return _db;
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}
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function migrateSchema(db: Database.Database) {
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const cols = db.prepare("PRAGMA table_info(accounts)").all() as { name: string }[];
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const colNames = new Set(cols.map(c => c.name));
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if (!colNames.has('Competitors')) {
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db.exec("ALTER TABLE accounts ADD COLUMN Competitors TEXT DEFAULT NULL");
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}
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if (!colNames.has('Google_Drive_URL')) {
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db.exec("ALTER TABLE accounts ADD COLUMN Google_Drive_URL TEXT DEFAULT NULL");
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}
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if (!colNames.has('Campaign_Artifacts_URL')) {
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db.exec("ALTER TABLE accounts ADD COLUMN Campaign_Artifacts_URL TEXT DEFAULT NULL");
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}
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if (!colNames.has('CPM')) {
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db.exec("ALTER TABLE accounts ADD COLUMN CPM TEXT DEFAULT NULL");
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}
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const actCols = db.prepare("PRAGMA table_info(activities)").all() as { name: string }[];
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const actColNames = new Set(actCols.map(c => c.name));
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if (!actColNames.has('Status')) {
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db.exec("ALTER TABLE activities ADD COLUMN Status TEXT DEFAULT NULL");
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}
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}
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function initSchema(db: Database.Database) {
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db.exec(`
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CREATE TABLE IF NOT EXISTS accounts (
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Account_Name TEXT PRIMARY KEY,
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District_Name TEXT NOT NULL DEFAULT '',
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Tier TEXT NOT NULL DEFAULT '',
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Priority TEXT NOT NULL DEFAULT '',
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AgentMinder_Status TEXT NOT NULL DEFAULT 'Not Touched',
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Current_ARR_USD REAL,
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Touch_Count INTEGER DEFAULT 0,
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Date_First_Touched TEXT,
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Date_Last_Touched TEXT,
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MAP_In_Place_YN TEXT,
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Company_URL TEXT,
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Area_Sales_Leader TEXT,
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DM TEXT,
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AD TEXT,
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IMS_BA TEXT,
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CPM TEXT,
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Logo_URL TEXT,
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Next_Renewal_Date TEXT,
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Next_Renewal_EAR REAL,
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Anchor_Contract_Date TEXT,
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Anchor_Contract_EAR REAL
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);
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CREATE TABLE IF NOT EXISTS pipeline (
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Opportunity_ID TEXT PRIMARY KEY,
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Account_Name TEXT NOT NULL,
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District_Name TEXT NOT NULL DEFAULT '',
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Stage TEXT NOT NULL DEFAULT '01-Qualified',
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Forecast_Category TEXT NOT NULL DEFAULT 'Pipeline',
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Amount_USD REAL NOT NULL DEFAULT 0,
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Closed_Amount_USD REAL,
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Probability_Pct INTEGER NOT NULL DEFAULT 0,
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Created_Date TEXT NOT NULL,
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Expected_Close_Date TEXT NOT NULL DEFAULT '',
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Closed_Date TEXT,
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Champion_Name TEXT,
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Economic_Buyer TEXT,
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Next_Step TEXT,
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Next_Step_Date TEXT,
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Primary_Objection TEXT,
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Competitor TEXT,
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Source_Play TEXT,
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Product TEXT NOT NULL DEFAULT 'AgentMinder',
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Deal_Type TEXT,
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Status TEXT DEFAULT 'Open',
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Stage_Entered_Date TEXT,
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Tier TEXT,
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MAP_In_Place_YN TEXT
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);
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CREATE TABLE IF NOT EXISTS activities (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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Activity_ID TEXT,
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Activity_Date TEXT NOT NULL,
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Activity_Type TEXT NOT NULL,
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Account_Name TEXT NOT NULL,
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District_Name TEXT NOT NULL DEFAULT '',
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Contact_Name TEXT,
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Notes TEXT,
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Play TEXT,
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Channel TEXT,
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Persona TEXT,
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Outcome TEXT,
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Logged_By TEXT,
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Status TEXT
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);
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CREATE TABLE IF NOT EXISTS implementations (
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Implementation_ID TEXT PRIMARY KEY,
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Opportunity_ID TEXT,
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Account_Name TEXT NOT NULL,
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District_Name TEXT,
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Tier TEXT,
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Closed_Date TEXT,
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Closed_Amount_USD REAL,
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Kickoff_Date TEXT,
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Go_Live_Target TEXT,
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Go_Live_Actual TEXT,
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Deployment_Status TEXT NOT NULL DEFAULT 'Not Started',
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Health_RYG TEXT,
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Milestones_Complete INTEGER DEFAULT 0,
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Milestones_Total INTEGER DEFAULT 5,
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Onboarding_Owner TEXT,
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Risk_Notes TEXT
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);
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CREATE TABLE IF NOT EXISTS metric_targets (
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Target_ID TEXT PRIMARY KEY,
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Period_Type TEXT NOT NULL,
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Period_Label TEXT NOT NULL DEFAULT '',
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District_Name TEXT NOT NULL DEFAULT '',
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Metric TEXT NOT NULL,
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Target_Value REAL NOT NULL DEFAULT 0,
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Notes TEXT
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);
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CREATE TABLE IF NOT EXISTS account_notes (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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Account_Name TEXT NOT NULL,
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note_text TEXT NOT NULL,
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next_action TEXT,
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is_pinned INTEGER DEFAULT 0,
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created_at TEXT NOT NULL,
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created_by TEXT
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);
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CREATE TABLE IF NOT EXISTS contacts (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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Account_Name TEXT NOT NULL,
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Contact_Name TEXT NOT NULL,
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Role TEXT,
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Sentiment TEXT,
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Email TEXT,
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LinkedIn_URL TEXT
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);
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CREATE TABLE IF NOT EXISTS snapshots (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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snapshot_date TEXT NOT NULL,
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period_type TEXT NOT NULL,
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total_accounts INTEGER DEFAULT 0,
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accounts_touched INTEGER DEFAULT 0,
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total_pipeline REAL DEFAULT 0,
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open_opps INTEGER DEFAULT 0,
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closed_won_amount REAL DEFAULT 0,
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total_activities INTEGER DEFAULT 0,
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accounts_by_priority_json TEXT,
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pipeline_by_stage_json TEXT,
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district_data_json TEXT
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);
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CREATE TABLE IF NOT EXISTS pipeline_snapshots (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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snapshot_date TEXT NOT NULL,
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Opportunity_ID TEXT NOT NULL,
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Account_Name TEXT NOT NULL,
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Stage TEXT NOT NULL,
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Amount_USD REAL NOT NULL DEFAULT 0,
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Forecast_Category TEXT
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);
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CREATE TABLE IF NOT EXISTS playbooks (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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play_name TEXT NOT NULL UNIQUE,
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description TEXT,
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steps_json TEXT NOT NULL
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);
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CREATE TABLE IF NOT EXISTS playbook_progress (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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Account_Name TEXT NOT NULL,
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playbook_id INTEGER NOT NULL,
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current_step INTEGER DEFAULT 0,
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status TEXT DEFAULT 'In Progress',
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started_at TEXT NOT NULL,
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updated_at TEXT NOT NULL,
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FOREIGN KEY (playbook_id) REFERENCES playbooks(id)
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);
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CREATE TABLE IF NOT EXISTS district_targets (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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District_Name TEXT NOT NULL,
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quarter TEXT NOT NULL,
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activities_per_week REAL DEFAULT 0,
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accounts_touched INTEGER DEFAULT 0,
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pipeline_generated REAL DEFAULT 0,
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UNIQUE(District_Name, quarter)
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);
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CREATE INDEX IF NOT EXISTS idx_pipeline_account ON pipeline(Account_Name);
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CREATE INDEX IF NOT EXISTS idx_pipeline_district ON pipeline(District_Name);
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CREATE INDEX IF NOT EXISTS idx_activities_account ON activities(Account_Name);
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CREATE INDEX IF NOT EXISTS idx_activities_date ON activities(Activity_Date);
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CREATE INDEX IF NOT EXISTS idx_impl_account ON implementations(Account_Name);
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CREATE INDEX IF NOT EXISTS idx_notes_account ON account_notes(Account_Name);
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CREATE INDEX IF NOT EXISTS idx_contacts_account ON contacts(Account_Name);
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CREATE INDEX IF NOT EXISTS idx_snapshots_date ON snapshots(snapshot_date);
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CREATE INDEX IF NOT EXISTS idx_pipeline_snap_date ON pipeline_snapshots(snapshot_date);
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CREATE INDEX IF NOT EXISTS idx_playbook_progress_account ON playbook_progress(Account_Name);
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`);
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}
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export function getDashboardData(): DashboardData {
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const db = getDb();
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return {
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pipeline: db.prepare('SELECT * FROM pipeline').all() as PipelineRecord[],
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accounts: db.prepare('SELECT * FROM accounts').all() as AccountRecord[],
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activities: db.prepare('SELECT id, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By, Status FROM activities ORDER BY Activity_Date DESC').all() as (ActivityRecord & { id: number })[],
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targets: buildTargetsFromImplementations(db),
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implementations: db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[],
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metricTargets: db.prepare('SELECT * FROM metric_targets').all() as MetricTarget[],
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lastRefreshed: new Date().toISOString(),
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};
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}
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function buildTargetsFromImplementations(db: Database.Database): TargetRecord[] {
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const impls = db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[];
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return impls.map(impl => ({
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Account_Name: impl.Account_Name,
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Implementation_Stage: impl.Deployment_Status || 'Not Started',
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Go_Live_Date: impl.Go_Live_Target || impl.Go_Live_Actual || null,
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Health_Status: impl.Health_RYG || null,
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Notes: impl.Risk_Notes || null,
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}));
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}
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export function getDbStats() {
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const db = getDb();
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return {
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accounts: (db.prepare('SELECT COUNT(*) as c FROM accounts').get() as { c: number }).c,
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pipeline: (db.prepare('SELECT COUNT(*) as c FROM pipeline').get() as { c: number }).c,
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activities: (db.prepare('SELECT COUNT(*) as c FROM activities').get() as { c: number }).c,
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targets: (db.prepare('SELECT COUNT(*) as c FROM implementations').get() as { c: number }).c,
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metricTargets: (db.prepare('SELECT COUNT(*) as c FROM metric_targets').get() as { c: number }).c,
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};
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}
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export function updateLastTouched(accountName: string, date: string) {
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const db = getDb();
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const acct = db.prepare('SELECT Date_First_Touched, Touch_Count FROM accounts WHERE Account_Name = ?').get(accountName) as { Date_First_Touched: string | null; Touch_Count: number | null } | undefined;
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if (!acct) return;
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const updates: Record<string, unknown> = {
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Account_Name: accountName,
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Date_Last_Touched: date,
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Touch_Count: (acct.Touch_Count || 0) + 1,
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};
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if (!acct.Date_First_Touched) {
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updates.Date_First_Touched = date;
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}
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db.prepare(`
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UPDATE accounts SET
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Date_Last_Touched = @Date_Last_Touched,
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Touch_Count = @Touch_Count
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${!acct.Date_First_Touched ? ', Date_First_Touched = @Date_First_Touched' : ''}
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WHERE Account_Name = @Account_Name
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`).run(updates);
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}
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export function recalcAccountTouchData() {
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const db = getDb();
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const activities = db.prepare(`
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SELECT Account_Name, MIN(Activity_Date) as first_touch, MAX(Activity_Date) as last_touch, COUNT(*) as touch_count
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FROM activities
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GROUP BY Account_Name
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`).all() as { Account_Name: string; first_touch: string; last_touch: string; touch_count: number }[];
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const update = db.prepare(`
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UPDATE accounts SET
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Date_First_Touched = @first_touch,
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Date_Last_Touched = @last_touch,
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Touch_Count = @touch_count
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WHERE Account_Name = @Account_Name
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`);
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const tx = db.transaction(() => {
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for (const a of activities) {
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update.run(a);
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}
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});
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tx();
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}
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export function recalcAccountStatus() {
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const db = getDb();
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db.exec(`
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UPDATE accounts SET AgentMinder_Status = CASE
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WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM pipeline WHERE Status = 'Open') THEN '20% - Research'
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WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM activities) THEN '10% - Prospect'
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ELSE 'Not Touched'
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END
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WHERE AgentMinder_Status = 'Not Touched'
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OR AgentMinder_Status IS NULL
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`);
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}
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export function addActivity(record: {
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Activity_Date: string;
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Activity_Type: string;
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Account_Name: string;
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District_Name: string;
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Contact_Name?: string | null;
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Notes?: string | null;
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Play?: string | null;
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Channel?: string | null;
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Persona?: string | null;
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Outcome?: string | null;
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Logged_By?: string | null;
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Status?: string | null;
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}) {
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const db = getDb();
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const today = new Date().toISOString().split('T')[0];
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const status = record.Status || (record.Activity_Date > today ? 'Planned' : null);
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db.prepare(`
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INSERT INTO activities (Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By, Status)
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VALUES (@Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By, @Status)
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`).run({
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Activity_Date: record.Activity_Date,
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Activity_Type: record.Activity_Type,
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Account_Name: record.Account_Name,
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District_Name: record.District_Name,
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Contact_Name: record.Contact_Name || null,
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Notes: record.Notes || null,
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Play: record.Play || null,
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Channel: record.Channel || null,
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Persona: record.Persona || null,
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Outcome: record.Outcome || null,
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Logged_By: record.Logged_By || null,
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Status: status,
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});
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if (!status || status !== 'Planned') {
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updateLastTouched(record.Account_Name, record.Activity_Date);
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}
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}
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export function updateActivityStatus(id: number, updates: { Status: string; Outcome?: string | null; Notes?: string | null }) {
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const db = getDb();
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const params: Record<string, unknown> = { id, Status: updates.Status };
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const sets = ['Status = @Status'];
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if (updates.Outcome !== undefined) { sets.push('Outcome = @Outcome'); params.Outcome = updates.Outcome ?? null; }
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if (updates.Notes !== undefined) { sets.push('Notes = @Notes'); params.Notes = updates.Notes ?? null; }
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db.prepare(`UPDATE activities SET ${sets.join(', ')} WHERE id = @id`).run(params);
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if (updates.Status === 'Completed') {
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const act = db.prepare('SELECT Account_Name, Activity_Date FROM activities WHERE id = ?').get(id) as { Account_Name: string; Activity_Date: string } | undefined;
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if (act) updateLastTouched(act.Account_Name, act.Activity_Date);
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}
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}
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export function importData(data: {
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accounts?: Record<string, string | null>[];
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pipeline?: Record<string, string | null>[];
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activities?: Record<string, string | null>[];
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implementations?: Record<string, string | null>[];
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metricTargets?: Record<string, string | null>[];
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}): Record<string, number> {
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const db = getDb();
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const counts: Record<string, number> = {};
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const tx = db.transaction(() => {
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if (data.accounts?.length) {
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const stmt = db.prepare(`
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INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, Touch_Count, Date_First_Touched, Date_Last_Touched, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD, Logo_URL, Next_Renewal_Date, Next_Renewal_EAR, Anchor_Contract_Date, Anchor_Contract_EAR)
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VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @Touch_Count, @Date_First_Touched, @Date_Last_Touched, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD, @Logo_URL, @Next_Renewal_Date, @Next_Renewal_EAR, @Anchor_Contract_Date, @Anchor_Contract_EAR)
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ON CONFLICT(Account_Name) DO UPDATE SET
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District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority,
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AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD,
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Touch_Count=excluded.Touch_Count, Date_First_Touched=excluded.Date_First_Touched,
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Date_Last_Touched=excluded.Date_Last_Touched, MAP_In_Place_YN=excluded.MAP_In_Place_YN,
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Company_URL=excluded.Company_URL, Area_Sales_Leader=excluded.Area_Sales_Leader,
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DM=excluded.DM, AD=excluded.AD, Logo_URL=excluded.Logo_URL,
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Next_Renewal_Date=excluded.Next_Renewal_Date, Next_Renewal_EAR=excluded.Next_Renewal_EAR,
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Anchor_Contract_Date=excluded.Anchor_Contract_Date, Anchor_Contract_EAR=excluded.Anchor_Contract_EAR
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`);
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let c = 0;
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for (const r of data.accounts) {
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if (!r.Account_Name) continue;
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stmt.run(r);
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c++;
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}
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counts.accounts = c;
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}
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if (data.pipeline?.length) {
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const stmt = db.prepare(`
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INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product, Deal_Type, Status, Stage_Entered_Date, Tier, MAP_In_Place_YN)
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VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product, @Deal_Type, @Status, @Stage_Entered_Date, @Tier, @MAP_In_Place_YN)
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ON CONFLICT(Opportunity_ID) DO UPDATE SET
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Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage,
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Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD,
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Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct,
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Created_Date=excluded.Created_Date, Expected_Close_Date=excluded.Expected_Close_Date,
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Closed_Date=excluded.Closed_Date, Champion_Name=excluded.Champion_Name,
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Economic_Buyer=excluded.Economic_Buyer, Next_Step=excluded.Next_Step,
|
|
Next_Step_Date=excluded.Next_Step_Date, Primary_Objection=excluded.Primary_Objection,
|
|
Competitor=excluded.Competitor, Source_Play=excluded.Source_Play, Product=excluded.Product,
|
|
Deal_Type=excluded.Deal_Type, Status=excluded.Status, Stage_Entered_Date=excluded.Stage_Entered_Date,
|
|
Tier=excluded.Tier, MAP_In_Place_YN=excluded.MAP_In_Place_YN
|
|
`);
|
|
let c = 0;
|
|
for (const r of data.pipeline) {
|
|
if (!r.Opportunity_ID) continue;
|
|
stmt.run(r);
|
|
c++;
|
|
}
|
|
counts.pipeline = c;
|
|
}
|
|
|
|
if (data.activities?.length) {
|
|
db.prepare('DELETE FROM activities').run();
|
|
const stmt = db.prepare(`
|
|
INSERT INTO activities (Activity_ID, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By)
|
|
VALUES (@Activity_ID, @Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By)
|
|
`);
|
|
let c = 0;
|
|
for (const r of data.activities) {
|
|
if (!r.Account_Name || !r.Activity_Date) continue;
|
|
stmt.run(r);
|
|
c++;
|
|
}
|
|
counts.activities = c;
|
|
}
|
|
|
|
if (data.implementations?.length) {
|
|
const stmt = db.prepare(`
|
|
INSERT INTO implementations (Implementation_ID, Opportunity_ID, Account_Name, District_Name, Tier, Closed_Date, Closed_Amount_USD, Kickoff_Date, Go_Live_Target, Go_Live_Actual, Deployment_Status, Health_RYG, Milestones_Complete, Milestones_Total, Onboarding_Owner, Risk_Notes)
|
|
VALUES (@Implementation_ID, @Opportunity_ID, @Account_Name, @District_Name, @Tier, @Closed_Date, @Closed_Amount_USD, @Kickoff_Date, @Go_Live_Target, @Go_Live_Actual, @Deployment_Status, @Health_RYG, @Milestones_Complete, @Milestones_Total, @Onboarding_Owner, @Risk_Notes)
|
|
ON CONFLICT(Implementation_ID) DO UPDATE SET
|
|
Opportunity_ID=excluded.Opportunity_ID, Account_Name=excluded.Account_Name,
|
|
District_Name=excluded.District_Name, Tier=excluded.Tier,
|
|
Closed_Date=excluded.Closed_Date, Closed_Amount_USD=excluded.Closed_Amount_USD,
|
|
Kickoff_Date=excluded.Kickoff_Date, Go_Live_Target=excluded.Go_Live_Target,
|
|
Go_Live_Actual=excluded.Go_Live_Actual, Deployment_Status=excluded.Deployment_Status,
|
|
Health_RYG=excluded.Health_RYG, Milestones_Complete=excluded.Milestones_Complete,
|
|
Milestones_Total=excluded.Milestones_Total, Onboarding_Owner=excluded.Onboarding_Owner,
|
|
Risk_Notes=excluded.Risk_Notes
|
|
`);
|
|
let c = 0;
|
|
for (const r of data.implementations) {
|
|
if (!r.Implementation_ID || !r.Account_Name) continue;
|
|
stmt.run(r);
|
|
c++;
|
|
}
|
|
counts.implementations = c;
|
|
}
|
|
|
|
if (data.metricTargets?.length) {
|
|
const stmt = db.prepare(`
|
|
INSERT INTO metric_targets (Target_ID, Period_Type, Period_Label, District_Name, Metric, Target_Value, Notes)
|
|
VALUES (@Target_ID, @Period_Type, @Period_Label, @District_Name, @Metric, @Target_Value, @Notes)
|
|
ON CONFLICT(Target_ID) DO UPDATE SET
|
|
Period_Type=excluded.Period_Type, Period_Label=excluded.Period_Label,
|
|
District_Name=excluded.District_Name, Metric=excluded.Metric,
|
|
Target_Value=excluded.Target_Value, Notes=excluded.Notes
|
|
`);
|
|
let c = 0;
|
|
for (const r of data.metricTargets) {
|
|
if (!r.Target_ID) continue;
|
|
stmt.run(r);
|
|
c++;
|
|
}
|
|
counts.metricTargets = c;
|
|
}
|
|
});
|
|
|
|
tx();
|
|
return counts;
|
|
}
|
|
|
|
export function deleteAccount(name: string) {
|
|
const db = getDb();
|
|
db.prepare('DELETE FROM accounts WHERE Account_Name = ?').run(name);
|
|
}
|
|
|
|
export function deletePipeline(id: string) {
|
|
const db = getDb();
|
|
db.prepare('DELETE FROM pipeline WHERE Opportunity_ID = ?').run(id);
|
|
}
|
|
|
|
export function deleteActivity(id: number) {
|
|
const db = getDb();
|
|
db.prepare('DELETE FROM activities WHERE id = ?').run(id);
|
|
}
|
|
|
|
export function deleteTarget(accountName: string) {
|
|
const db = getDb();
|
|
db.prepare('DELETE FROM implementations WHERE Account_Name = ?').run(accountName);
|
|
}
|
|
|
|
export function upsertAccount(record: Record<string, unknown>) {
|
|
const db = getDb();
|
|
db.prepare(`INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD, CPM)
|
|
VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD, @CPM)
|
|
ON CONFLICT(Account_Name) DO UPDATE SET
|
|
District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority,
|
|
AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD,
|
|
MAP_In_Place_YN=excluded.MAP_In_Place_YN, Company_URL=excluded.Company_URL,
|
|
Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD, CPM=excluded.CPM
|
|
`).run({
|
|
Account_Name: record.Account_Name || '',
|
|
District_Name: record.District_Name || '',
|
|
Tier: record.Tier || '',
|
|
Priority: record.Priority || '',
|
|
AgentMinder_Status: record.AgentMinder_Status || 'Not Touched',
|
|
Current_ARR_USD: record.Current_ARR_USD ?? null,
|
|
MAP_In_Place_YN: record.MAP_In_Place_YN ?? null,
|
|
Company_URL: record.Company_URL ?? null,
|
|
Area_Sales_Leader: record.Area_Sales_Leader ?? null,
|
|
DM: record.DM ?? null,
|
|
AD: record.AD ?? null,
|
|
CPM: record.CPM ?? null,
|
|
});
|
|
}
|
|
|
|
export function upsertPipeline(record: Record<string, unknown>) {
|
|
const db = getDb();
|
|
db.prepare(`INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product)
|
|
VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product)
|
|
ON CONFLICT(Opportunity_ID) DO UPDATE SET
|
|
Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage,
|
|
Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD,
|
|
Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct,
|
|
Expected_Close_Date=excluded.Expected_Close_Date, Closed_Date=excluded.Closed_Date,
|
|
Champion_Name=excluded.Champion_Name, Economic_Buyer=excluded.Economic_Buyer,
|
|
Next_Step=excluded.Next_Step, Next_Step_Date=excluded.Next_Step_Date,
|
|
Primary_Objection=excluded.Primary_Objection, Competitor=excluded.Competitor,
|
|
Source_Play=excluded.Source_Play
|
|
`).run({
|
|
Opportunity_ID: record.Opportunity_ID || '',
|
|
Account_Name: record.Account_Name || '',
|
|
District_Name: record.District_Name || '',
|
|
Stage: record.Stage || '01-Qualified',
|
|
Forecast_Category: record.Forecast_Category || 'Pipeline',
|
|
Amount_USD: record.Amount_USD ?? 0,
|
|
Closed_Amount_USD: record.Closed_Amount_USD ?? null,
|
|
Probability_Pct: record.Probability_Pct ?? 0,
|
|
Created_Date: record.Created_Date || new Date().toISOString().split('T')[0],
|
|
Expected_Close_Date: record.Expected_Close_Date || '',
|
|
Closed_Date: record.Closed_Date ?? null,
|
|
Champion_Name: record.Champion_Name ?? null,
|
|
Economic_Buyer: record.Economic_Buyer ?? null,
|
|
Next_Step: record.Next_Step ?? null,
|
|
Next_Step_Date: record.Next_Step_Date ?? null,
|
|
Primary_Objection: record.Primary_Objection ?? null,
|
|
Competitor: record.Competitor ?? null,
|
|
Source_Play: record.Source_Play ?? null,
|
|
Product: record.Product || 'AgentMinder',
|
|
});
|
|
}
|
|
|
|
// --- Account Notes ---
|
|
export function getAccountNotes(accountName: string): AccountNote[] {
|
|
const db = getDb();
|
|
return db.prepare('SELECT * FROM account_notes WHERE Account_Name = ? ORDER BY is_pinned DESC, created_at DESC').all(accountName) as AccountNote[];
|
|
}
|
|
|
|
export function addAccountNote(note: { Account_Name: string; note_text: string; next_action?: string | null; is_pinned?: number; created_by?: string | null }): AccountNote {
|
|
const db = getDb();
|
|
const result = db.prepare(`INSERT INTO account_notes (Account_Name, note_text, next_action, is_pinned, created_at, created_by) VALUES (?, ?, ?, ?, ?, ?)`).run(
|
|
note.Account_Name, note.note_text, note.next_action || null, note.is_pinned || 0, new Date().toISOString(), note.created_by || null
|
|
);
|
|
return db.prepare('SELECT * FROM account_notes WHERE id = ?').get(result.lastInsertRowid) as AccountNote;
|
|
}
|
|
|
|
export function deleteAccountNote(id: number) {
|
|
getDb().prepare('DELETE FROM account_notes WHERE id = ?').run(id);
|
|
}
|
|
|
|
export function updateAccountNote(id: number, updates: { note_text?: string; next_action?: string | null; is_pinned?: number }) {
|
|
const db = getDb();
|
|
const sets: string[] = [];
|
|
const vals: unknown[] = [];
|
|
if (updates.note_text !== undefined) { sets.push('note_text = ?'); vals.push(updates.note_text); }
|
|
if (updates.next_action !== undefined) { sets.push('next_action = ?'); vals.push(updates.next_action); }
|
|
if (updates.is_pinned !== undefined) { sets.push('is_pinned = ?'); vals.push(updates.is_pinned); }
|
|
if (sets.length === 0) return;
|
|
vals.push(id);
|
|
db.prepare(`UPDATE account_notes SET ${sets.join(', ')} WHERE id = ?`).run(...vals);
|
|
}
|
|
|
|
// --- Contacts ---
|
|
export function getContacts(accountName: string): Contact[] {
|
|
const db = getDb();
|
|
return db.prepare('SELECT * FROM contacts WHERE Account_Name = ? ORDER BY Contact_Name').all(accountName) as Contact[];
|
|
}
|
|
|
|
export function getAllContacts(): Contact[] {
|
|
return getDb().prepare('SELECT * FROM contacts ORDER BY Account_Name, Contact_Name').all() as Contact[];
|
|
}
|
|
|
|
export function upsertContact(contact: { id?: number; Account_Name: string; Contact_Name: string; Role?: string | null; Sentiment?: string | null; Email?: string | null; LinkedIn_URL?: string | null }): Contact {
|
|
const db = getDb();
|
|
if (contact.id) {
|
|
db.prepare(`UPDATE contacts SET Contact_Name=?, Role=?, Sentiment=?, Email=?, LinkedIn_URL=? WHERE id=?`).run(
|
|
contact.Contact_Name, contact.Role || null, contact.Sentiment || null, contact.Email || null, contact.LinkedIn_URL || null, contact.id
|
|
);
|
|
return db.prepare('SELECT * FROM contacts WHERE id = ?').get(contact.id) as Contact;
|
|
}
|
|
const result = db.prepare(`INSERT INTO contacts (Account_Name, Contact_Name, Role, Sentiment, Email, LinkedIn_URL) VALUES (?, ?, ?, ?, ?, ?)`).run(
|
|
contact.Account_Name, contact.Contact_Name, contact.Role || null, contact.Sentiment || null, contact.Email || null, contact.LinkedIn_URL || null
|
|
);
|
|
return db.prepare('SELECT * FROM contacts WHERE id = ?').get(result.lastInsertRowid) as Contact;
|
|
}
|
|
|
|
export function deleteContact(id: number) {
|
|
getDb().prepare('DELETE FROM contacts WHERE id = ?').run(id);
|
|
}
|
|
|
|
// --- Snapshots ---
|
|
export function getSnapshots(periodType?: string): Snapshot[] {
|
|
const db = getDb();
|
|
if (periodType) return db.prepare('SELECT * FROM snapshots WHERE period_type = ? ORDER BY snapshot_date DESC').all(periodType) as Snapshot[];
|
|
return db.prepare('SELECT * FROM snapshots ORDER BY snapshot_date DESC').all() as Snapshot[];
|
|
}
|
|
|
|
export function captureSnapshot(periodType: 'weekly' | 'monthly' | 'quarterly') {
|
|
const db = getDb();
|
|
const today = new Date().toISOString().split('T')[0];
|
|
|
|
const existing = db.prepare('SELECT id FROM snapshots WHERE snapshot_date = ? AND period_type = ?').get(today, periodType);
|
|
if (existing) return existing;
|
|
|
|
const accounts = db.prepare('SELECT * FROM accounts').all() as AccountRecord[];
|
|
const pipeline = db.prepare("SELECT * FROM pipeline WHERE Status != 'Closed Lost'").all() as PipelineRecord[];
|
|
const activities = db.prepare('SELECT * FROM activities').all() as ActivityRecord[];
|
|
const openPipeline = pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost');
|
|
const closedWon = pipeline.filter(p => p.Stage === '06-Closed Won');
|
|
|
|
const priorityCounts: Record<string, number> = {};
|
|
accounts.forEach(a => { priorityCounts[a.Priority || 'Unset'] = (priorityCounts[a.Priority || 'Unset'] || 0) + 1; });
|
|
|
|
const stageCounts: Record<string, { count: number; amount: number }> = {};
|
|
openPipeline.forEach(p => {
|
|
if (!stageCounts[p.Stage]) stageCounts[p.Stage] = { count: 0, amount: 0 };
|
|
stageCounts[p.Stage].count++;
|
|
stageCounts[p.Stage].amount += p.Amount_USD;
|
|
});
|
|
|
|
const districtData: Record<string, { activities: number; pipeline: number; touched: number }> = {};
|
|
activities.forEach(a => {
|
|
if (!districtData[a.District_Name]) districtData[a.District_Name] = { activities: 0, pipeline: 0, touched: 0 };
|
|
districtData[a.District_Name].activities++;
|
|
});
|
|
openPipeline.forEach(p => {
|
|
if (!districtData[p.District_Name]) districtData[p.District_Name] = { activities: 0, pipeline: 0, touched: 0 };
|
|
districtData[p.District_Name].pipeline += p.Amount_USD;
|
|
});
|
|
const touchedAccounts = new Set(activities.map(a => a.Account_Name));
|
|
|
|
const result = db.prepare(`INSERT INTO snapshots (snapshot_date, period_type, total_accounts, accounts_touched, total_pipeline, open_opps, closed_won_amount, total_activities, accounts_by_priority_json, pipeline_by_stage_json, district_data_json)
|
|
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`).run(
|
|
today, periodType, accounts.length, touchedAccounts.size,
|
|
openPipeline.reduce((s, p) => s + p.Amount_USD, 0), openPipeline.length,
|
|
closedWon.reduce((s, p) => s + (p.Closed_Amount_USD || p.Amount_USD), 0), activities.length,
|
|
JSON.stringify(priorityCounts), JSON.stringify(stageCounts), JSON.stringify(districtData)
|
|
);
|
|
|
|
// Also snapshot individual pipeline records for waterfall tracking
|
|
const pipeSnap = db.prepare(`INSERT INTO pipeline_snapshots (snapshot_date, Opportunity_ID, Account_Name, Stage, Amount_USD, Forecast_Category) VALUES (?, ?, ?, ?, ?, ?)`);
|
|
const tx = db.transaction(() => {
|
|
for (const p of pipeline) {
|
|
pipeSnap.run(today, p.Opportunity_ID, p.Account_Name, p.Stage, p.Amount_USD, p.Forecast_Category);
|
|
}
|
|
});
|
|
tx();
|
|
|
|
return { id: result.lastInsertRowid };
|
|
}
|
|
|
|
// --- Pipeline Snapshots (for waterfall) ---
|
|
export function getPipelineSnapshots(date?: string): PipelineSnapshot[] {
|
|
const db = getDb();
|
|
if (date) return db.prepare('SELECT * FROM pipeline_snapshots WHERE snapshot_date = ?').all(date) as PipelineSnapshot[];
|
|
return db.prepare('SELECT DISTINCT snapshot_date FROM pipeline_snapshots ORDER BY snapshot_date DESC').all() as PipelineSnapshot[];
|
|
}
|
|
|
|
// --- Playbooks ---
|
|
export function getPlaybooks(): Playbook[] {
|
|
return getDb().prepare('SELECT * FROM playbooks ORDER BY play_name').all() as Playbook[];
|
|
}
|
|
|
|
export function upsertPlaybook(playbook: { id?: number; play_name: string; description?: string | null; steps_json: string }) {
|
|
const db = getDb();
|
|
if (playbook.id) {
|
|
db.prepare('UPDATE playbooks SET play_name=?, description=?, steps_json=? WHERE id=?').run(playbook.play_name, playbook.description || null, playbook.steps_json, playbook.id);
|
|
} else {
|
|
db.prepare('INSERT INTO playbooks (play_name, description, steps_json) VALUES (?, ?, ?) ON CONFLICT(play_name) DO UPDATE SET description=excluded.description, steps_json=excluded.steps_json').run(playbook.play_name, playbook.description || null, playbook.steps_json);
|
|
}
|
|
}
|
|
|
|
export function getPlaybookProgress(accountName?: string): PlaybookProgress[] {
|
|
const db = getDb();
|
|
if (accountName) return db.prepare('SELECT * FROM playbook_progress WHERE Account_Name = ?').all(accountName) as PlaybookProgress[];
|
|
return db.prepare('SELECT * FROM playbook_progress ORDER BY updated_at DESC').all() as PlaybookProgress[];
|
|
}
|
|
|
|
export function upsertPlaybookProgress(progress: { id?: number; Account_Name: string; playbook_id: number; current_step: number; status: string }) {
|
|
const db = getDb();
|
|
const now = new Date().toISOString();
|
|
if (progress.id) {
|
|
db.prepare('UPDATE playbook_progress SET current_step=?, status=?, updated_at=? WHERE id=?').run(progress.current_step, progress.status, now, progress.id);
|
|
} else {
|
|
db.prepare('INSERT INTO playbook_progress (Account_Name, playbook_id, current_step, status, started_at, updated_at) VALUES (?, ?, ?, ?, ?, ?)').run(
|
|
progress.Account_Name, progress.playbook_id, progress.current_step, progress.status, now, now
|
|
);
|
|
}
|
|
}
|
|
|
|
export function seedDefaultPlaybooks() {
|
|
const db = getDb();
|
|
const existing = db.prepare('SELECT COUNT(*) as c FROM playbooks').get() as { c: number };
|
|
if (existing.c > 0) return;
|
|
|
|
const playbooks = [
|
|
{ play_name: 'New Logo Acquisition', description: 'Full sales cycle for net-new accounts', steps_json: JSON.stringify(['Research & Targeting', 'Initial Outreach', 'Discovery Meeting', 'Demo / Workshop', 'Executive Alignment', 'Proposal & Negotiation', 'Close']) },
|
|
{ play_name: 'Attach / Cross-Sell', description: 'Expand within existing accounts', steps_json: JSON.stringify(['Account Review & Whitespace ID', 'Champion Alignment', 'Discovery / Needs Assessment', 'Demo / POC', 'Business Case', 'Close']) },
|
|
{ play_name: 'Renewal Defense', description: 'Protect existing contracts approaching renewal', steps_json: JSON.stringify(['Renewal Assessment', 'Stakeholder Re-engagement', 'Value Realization Review', 'QBR / Executive Briefing', 'Renewal Negotiation', 'Contract Execution']) },
|
|
{ play_name: 'Competitive Displacement', description: 'Displace an incumbent competitor', steps_json: JSON.stringify(['Competitive Intel Gathering', 'Pain Point Discovery', 'Differentiation Demo', 'Executive Sponsor Alignment', 'POC / Bake-off', 'Proposal & Close']) },
|
|
{ play_name: 'Inbound Response', description: 'Respond to inbound interest or RFP', steps_json: JSON.stringify(['Qualify Inbound', 'Discovery Call', 'Technical Deep Dive', 'Proposal / RFP Response', 'Negotiation', 'Close']) },
|
|
];
|
|
|
|
const stmt = db.prepare('INSERT INTO playbooks (play_name, description, steps_json) VALUES (?, ?, ?)');
|
|
const tx = db.transaction(() => { for (const p of playbooks) stmt.run(p.play_name, p.description, p.steps_json); });
|
|
tx();
|
|
}
|
|
|
|
// --- District Targets ---
|
|
export function getDistrictTargets(quarter?: string): DistrictTarget[] {
|
|
const db = getDb();
|
|
if (quarter) return db.prepare('SELECT * FROM district_targets WHERE quarter = ? ORDER BY District_Name').all(quarter) as DistrictTarget[];
|
|
return db.prepare('SELECT * FROM district_targets ORDER BY quarter DESC, District_Name').all() as DistrictTarget[];
|
|
}
|
|
|
|
export function upsertDistrictTarget(target: { District_Name: string; quarter: string; activities_per_week: number; accounts_touched: number; pipeline_generated: number }) {
|
|
const db = getDb();
|
|
db.prepare(`INSERT INTO district_targets (District_Name, quarter, activities_per_week, accounts_touched, pipeline_generated) VALUES (?, ?, ?, ?, ?)
|
|
ON CONFLICT(District_Name, quarter) DO UPDATE SET activities_per_week=excluded.activities_per_week, accounts_touched=excluded.accounts_touched, pipeline_generated=excluded.pipeline_generated`).run(
|
|
target.District_Name, target.quarter, target.activities_per_week, target.accounts_touched, target.pipeline_generated
|
|
);
|
|
}
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// --- Data Quality ---
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export function getDataQualityReport() {
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const db = getDb();
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const accounts = db.prepare('SELECT * FROM accounts').all() as AccountRecord[];
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const pipeline = db.prepare("SELECT * FROM pipeline WHERE Status != 'Closed Lost' AND Stage NOT IN ('06-Closed Won', '07-Closed Lost')").all() as PipelineRecord[];
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const issues: { type: string; severity: string; message: string; table: string; record_id: string }[] = [];
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for (const a of accounts) {
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if (!a.Priority || a.Priority === '') issues.push({ type: 'missing_field', severity: 'medium', message: `Missing Priority`, table: 'accounts', record_id: a.Account_Name });
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if (!a.Tier || a.Tier === '') issues.push({ type: 'missing_field', severity: 'medium', message: `Missing Tier`, table: 'accounts', record_id: a.Account_Name });
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if (!a.AD) issues.push({ type: 'missing_field', severity: 'low', message: `Missing AD assignment`, table: 'accounts', record_id: a.Account_Name });
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if (!a.Next_Renewal_Date) issues.push({ type: 'missing_field', severity: 'low', message: `Missing Renewal Date`, table: 'accounts', record_id: a.Account_Name });
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}
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|
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for (const p of pipeline) {
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if (!p.Next_Step) issues.push({ type: 'missing_field', severity: 'high', message: `No Next Step defined`, table: 'pipeline', record_id: p.Opportunity_ID });
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if (p.Expected_Close_Date && p.Expected_Close_Date < new Date().toISOString().split('T')[0]) issues.push({ type: 'stale_data', severity: 'high', message: `Close date in the past`, table: 'pipeline', record_id: p.Opportunity_ID });
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if (!p.Champion_Name) issues.push({ type: 'missing_field', severity: 'medium', message: `No Champion identified`, table: 'pipeline', record_id: p.Opportunity_ID });
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}
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|
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const totalFields = accounts.length * 5 + pipeline.length * 3;
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const missingFields = issues.filter(i => i.type === 'missing_field').length;
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const completeness = totalFields > 0 ? Math.round(((totalFields - missingFields) / totalFields) * 100) : 100;
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return { issues, completeness, totalAccounts: accounts.length, totalPipeline: pipeline.length };
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}
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|
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export function upsertTarget(record: Record<string, unknown>) {
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|
const db = getDb();
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|
const id = (record.Implementation_ID as string) || `IMPL-${Date.now()}`;
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|
db.prepare(`INSERT INTO implementations (Implementation_ID, Account_Name, District_Name, Deployment_Status, Health_RYG, Go_Live_Target, Go_Live_Actual, Risk_Notes)
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VALUES (@Implementation_ID, @Account_Name, @District_Name, @Deployment_Status, @Health_RYG, @Go_Live_Target, @Go_Live_Actual, @Risk_Notes)
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ON CONFLICT(Implementation_ID) DO UPDATE SET
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Account_Name=excluded.Account_Name, District_Name=excluded.District_Name,
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Deployment_Status=excluded.Deployment_Status, Health_RYG=excluded.Health_RYG,
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Go_Live_Target=excluded.Go_Live_Target, Go_Live_Actual=excluded.Go_Live_Actual,
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|
Risk_Notes=excluded.Risk_Notes
|
|
`).run({
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|
Implementation_ID: id,
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|
Account_Name: record.Account_Name || '',
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|
District_Name: record.District_Name ?? null,
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|
Deployment_Status: record.Deployment_Status || record.Implementation_Stage || 'Not Started',
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|
Health_RYG: record.Health_RYG || record.Health_Status || null,
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|
Go_Live_Target: record.Go_Live_Target || record.Go_Live_Date || null,
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|
Go_Live_Actual: record.Go_Live_Actual ?? null,
|
|
Risk_Notes: record.Risk_Notes || record.Notes || null,
|
|
});
|
|
}
|
|
|
|
function seedCPMValues() {
|
|
const db = getDb();
|
|
const cpmAccounts = [
|
|
'ADT', 'ADVENTHEALTH', 'ARBITRATION FORUMS', 'CARLYLE GROUP', 'CARNIVAL',
|
|
'ENTERGY', 'Geographic Solutions', 'GUIDEWELL BLUE CROSS BLUE SHIELD OF FLORIDA',
|
|
'JABIL CIRCUIT', 'KASEYA', 'LEE MEMORIAL HEALTH SYSTEM', 'LUMEN',
|
|
'NEXTERA ENERGY', 'NORWEGIAN CRUISE LINE', 'OCHSNER HEALTH SYSTEM',
|
|
'ORLANDO HEALTH', 'PAYSPAN', 'PUBLIX SUPERMARKETS', 'RAYMOND JAMES FINANCIAL',
|
|
'TECH DATA',
|
|
];
|
|
const stmt = db.prepare("UPDATE accounts SET CPM = 'David Stefan' WHERE Account_Name = ? AND (CPM IS NULL OR CPM = '')");
|
|
for (const name of cpmAccounts) {
|
|
stmt.run(name);
|
|
}
|
|
}
|