Files
campaign-command-center/src/types/data.ts
Chris Olson d2d5632086 Implement Phase 2 features for Campaign Command Center
Adds 14 new features across the dashboard:
- Deal Risk Scoring (0-100) with risk factors on pipeline deals
- Account Health Score with multi-factor analysis on account cards
- Next Best Action Engine on Executive Overview
- Account Notes with pin/edit/delete in activity overlay and account detail
- Stakeholder Contact Map with role, sentiment, email, LinkedIn
- Competitive Intelligence Tracker with multi-select competitors and filtering
- CSV/Excel Export on accounts, activities, and pipeline pages
- Data Quality Dashboard in admin with completeness scoring
- Campaign Playbook Templates with 5 default plays and account progress tracking
- Goals & District Targets with quarterly tracking and progress bars
- Weekly Status Report (printable) and Executive Summary (printable)
- Activity Effectiveness Scoring showing pipeline conversion by activity type
- Mobile Activity FAB for quick activity logging on mobile
- Multi-User Auth (NextAuth + Google OAuth, @broadcom.com domain, role-based)

Also adds Phase 2 API route, scoring utilities, sidebar navigation updates,
and database schema extensions for notes, contacts, snapshots, playbooks,
and district targets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-08-31 18:07:46 -04:00

208 lines
5.1 KiB
TypeScript

export interface PipelineRecord {
Opportunity_ID: string;
Account_Name: string;
District_Name: string;
Stage: string;
Forecast_Category: string;
Amount_USD: number;
Closed_Amount_USD: number | null;
Probability_Pct: number;
Created_Date: string;
Expected_Close_Date: string;
Closed_Date: string | null;
Champion_Name: string | null;
Economic_Buyer: string | null;
Next_Step: string | null;
Next_Step_Date: string | null;
Primary_Objection: string | null;
Competitor: string | null;
Source_Play: string | null;
Product: string;
Deal_Type: string | null;
Status: string | null;
Stage_Entered_Date: string | null;
Tier: string | null;
MAP_In_Place_YN: string | null;
}
export interface AccountRecord {
Account_Name: string;
District_Name: string;
Tier: string;
Priority: string;
AgentMinder_Status: string;
Current_ARR_USD: number | null;
Touch_Count: number | null;
Date_First_Touched: string | null;
Date_Last_Touched: string | null;
MAP_In_Place_YN: 'Y' | 'N' | null;
Company_URL: string | null;
Area_Sales_Leader: string | null;
DM: string | null;
AD: string | null;
IMS_BA: string | null;
Logo_URL: string | null;
Next_Renewal_Date: string | null;
Next_Renewal_EAR: number | null;
Anchor_Contract_Date: string | null;
Anchor_Contract_EAR: number | null;
Google_Drive_URL: string | null;
Campaign_Artifacts_URL: string | null;
Competitors: string | null;
}
export interface ActivityRecord {
Activity_Date: string;
Activity_Type: string;
Account_Name: string;
District_Name: string;
Contact_Name: string | null;
Notes: string | null;
Play: string | null;
Channel: string | null;
Persona: string | null;
Outcome: string | null;
Logged_By: string | null;
}
export interface TargetRecord {
Account_Name: string;
Implementation_Stage: string;
Go_Live_Date: string | null;
Health_Status: string | null;
Notes: string | null;
}
export interface ImplementationRecord {
Implementation_ID: string;
Opportunity_ID: string | null;
Account_Name: string;
District_Name: string | null;
Tier: string | null;
Closed_Date: string | null;
Closed_Amount_USD: number | null;
Kickoff_Date: string | null;
Go_Live_Target: string | null;
Go_Live_Actual: string | null;
Deployment_Status: string;
Health_RYG: string | null;
Milestones_Complete: number;
Milestones_Total: number;
Onboarding_Owner: string | null;
Risk_Notes: string | null;
}
export interface MetricTarget {
Target_ID: string;
Period_Type: string;
Period_Label: string;
District_Name: string;
Metric: string;
Target_Value: number;
Notes: string | null;
}
export interface AccountNote {
id: number;
Account_Name: string;
note_text: string;
next_action: string | null;
is_pinned: number;
created_at: string;
created_by: string | null;
}
export interface Contact {
id: number;
Account_Name: string;
Contact_Name: string;
Role: string | null;
Sentiment: string | null;
Email: string | null;
LinkedIn_URL: string | null;
}
export interface Snapshot {
id: number;
snapshot_date: string;
period_type: 'weekly' | 'monthly' | 'quarterly';
total_accounts: number;
accounts_touched: number;
total_pipeline: number;
open_opps: number;
closed_won_amount: number;
total_activities: number;
accounts_by_priority_json: string;
pipeline_by_stage_json: string;
district_data_json: string;
}
export interface PipelineSnapshot {
id: number;
snapshot_date: string;
Opportunity_ID: string;
Account_Name: string;
Stage: string;
Amount_USD: number;
Forecast_Category: string;
}
export interface Playbook {
id: number;
play_name: string;
description: string | null;
steps_json: string;
}
export interface PlaybookProgress {
id: number;
Account_Name: string;
playbook_id: number;
current_step: number;
status: string;
started_at: string;
updated_at: string;
}
export interface DistrictTarget {
id: number;
District_Name: string;
quarter: string;
activities_per_week: number;
accounts_touched: number;
pipeline_generated: number;
}
export interface DashboardData {
pipeline: PipelineRecord[];
accounts: AccountRecord[];
activities: ActivityRecord[];
targets: TargetRecord[];
implementations: ImplementationRecord[];
metricTargets: MetricTarget[];
lastRefreshed: string;
}
export interface DashboardConfig {
quotaTarget: number;
weeklyActivityTarget: number;
}
export type District = 'SE-SUNSHINE' | 'SE-PEACHTREE' | 'SE-MISS-VALLEY' | 'SE-MID-ATL';
export const DISTRICTS: District[] = ['SE-SUNSHINE', 'SE-PEACHTREE', 'SE-MISS-VALLEY', 'SE-MID-ATL'];
export const STAGES = [
'01-Qualified', '02-Discovery', '03-Evaluation', '04-Business Case',
'05-Negotiation', '06-Closed Won', '07-Closed Lost'
] as const;
export const FORECAST_CATEGORIES = ['Commit', 'Best Case', 'Pipeline', 'Closed', 'Omit'] as const;
export const IMPLEMENTATION_STAGES = ['Not Started', 'In Progress', 'Complete', 'Stalled'] as const;
export const ACTIVITY_TYPES = [
'Launch Briefing', 'Discovery', 'QBR Attach', 'Exec Meeting',
'Demo', 'Workshop', 'Email', 'Call'
] as const;