Rodrigo Rodriguez (Pragmatismo)
50eae38d36
update and code refactoring focused on: 1. Adding new documentation pages to the table of contents 2. Restructuring the bot templates documentation 3. Changing keyword syntax from underscore format to space format (e.g., `SET_BOT_MEMORY` → `SET BOT MEMORY`) 4. Updating compiler and keyword registration to support the new space-based syntax 5. Adding new keyword modules (social media, lead scoring, templates, etc.) Refactor BASIC keywords to use spaces instead of underscores Change keyword syntax from underscore format (SET_BOT_MEMORY) to more natural space-separated format (SET BOT MEMORY) throughout the codebase. Key changes: - Update Rhai custom syntax registration to use space tokens - Simplify compiler preprocessing (fewer replacements needed) - Update all template .bas files to use new syntax - Expand documentation with consolidated examples and new sections - Add new keyword modules: social_media, lead_scoring, send_template, core_functions, qrcode, sms, procedures, import_export, llm_macros, on_form_submit
176 lines
7.6 KiB
QBasic
176 lines
7.6 KiB
QBasic
PARAM jobname AS STRING DESCRIPTION "Name of the scheduled job to execute"
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DESCRIPTION "Scheduled jobs for pipeline maintenance, reminders, and reporting. Run automatically based on configured schedules."
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' ============================================================================
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' DAILY PIPELINE REPORT - Runs at 8:00 AM every day
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' ============================================================================
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IF jobname = "daily report" THEN
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SET SCHEDULE "0 8 * * *"
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' Get pipeline summary
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let deals = FIND "deals.csv"
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let opendeals = FILTER deals, "stage!=Closed Won AND stage!=Closed Lost"
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' Calculate metrics
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let totalvalue = AGGREGATE "SUM", opendeals, "dealvalue"
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let weightedvalue = AGGREGATE "SUM", opendeals, "weightedvalue"
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let dealcount = AGGREGATE "COUNT", opendeals, "dealid"
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' Count by stage
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let leads = FILTER opendeals, "stage=Lead"
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let qualified = FILTER opendeals, "stage=Qualified"
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let proposals = FILTER opendeals, "stage=Proposal"
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let negotiations = FILTER opendeals, "stage=Negotiation"
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let leadcount = AGGREGATE "COUNT", leads, "dealid"
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let qualifiedcount = AGGREGATE "COUNT", qualified, "dealid"
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let proposalcount = AGGREGATE "COUNT", proposals, "dealid"
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let negotiationcount = AGGREGATE "COUNT", negotiations, "dealid"
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' Build report
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let reportdate = FORMAT TODAY() AS "MMMM DD, YYYY"
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let subject = "Daily Pipeline Report - " + reportdate
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let message = "Good morning!\n\n"
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message = message + "Here is your daily pipeline summary:\n\n"
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message = message + "PIPELINE OVERVIEW\n"
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message = message + "================\n"
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message = message + "Total Open Deals: " + dealcount + "\n"
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message = message + "Total Pipeline Value: $" + FORMAT totalvalue AS "#,##0" + "\n"
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message = message + "Weighted Value: $" + FORMAT weightedvalue AS "#,##0" + "\n\n"
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message = message + "BY STAGE\n"
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message = message + "========\n"
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message = message + "Lead: " + leadcount + " deals\n"
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message = message + "Qualified: " + qualifiedcount + " deals\n"
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message = message + "Proposal: " + proposalcount + " deals\n"
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message = message + "Negotiation: " + negotiationcount + " deals\n\n"
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message = message + "Have a great selling day!\n"
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message = message + "- Sales Pipeline Bot"
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SEND MAIL "sales-team@company.com", subject, message
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TALK "Daily pipeline report sent"
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END IF
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' ============================================================================
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' STALE DEAL ALERTS - Runs at 9:00 AM every day
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' ============================================================================
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IF jobname = "stale alerts" THEN
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SET SCHEDULE "0 9 * * *"
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' Find deals not updated in 7+ days
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let cutoffdate = FORMAT DATEADD(TODAY(), -7, "day") AS "YYYY-MM-DD"
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let deals = FIND "deals.csv"
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let staledeals = FILTER deals, "updatedat<" + cutoffdate + " AND stage!=Closed Won AND stage!=Closed Lost"
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let stalecount = AGGREGATE "COUNT", staledeals, "dealid"
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IF stalecount > 0 THEN
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FOR EACH deal IN staledeals
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let stalealert = "Your deal '" + deal.dealname + "' has not been updated in over 7 days.\n"
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stalealert = stalealert + "Deal ID: " + deal.dealid + "\n"
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stalealert = stalealert + "Current Stage: " + deal.stage + "\n"
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stalealert = stalealert + "Value: $" + FORMAT deal.dealvalue AS "#,##0" + "\n\n"
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stalealert = stalealert + "Please review and update this deal or mark it as closed."
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SEND MAIL deal.owneremail, "Action Required: Stale Deal Alert", stalealert
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NEXT deal
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TALK "Sent " + stalecount + " stale deal alerts"
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ELSE
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TALK "No stale deals found"
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END IF
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END IF
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' ============================================================================
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' CLOSE DATE REMINDERS - Runs at 8:30 AM every day
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' ============================================================================
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IF jobname = "close reminders" THEN
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SET SCHEDULE "30 8 * * *"
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' Find deals closing in next 7 days
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let today = FORMAT TODAY() AS "YYYY-MM-DD"
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let nextweek = FORMAT DATEADD(TODAY(), 7, "day") AS "YYYY-MM-DD"
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let deals = FIND "deals.csv"
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let upcoming = FILTER deals, "closedate>=" + today + " AND closedate<=" + nextweek + " AND stage!=Closed Won AND stage!=Closed Lost"
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let upcomingcount = AGGREGATE "COUNT", upcoming, "dealid"
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IF upcomingcount > 0 THEN
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FOR EACH deal IN upcoming
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let daysuntil = DATEDIFF(TODAY(), deal.closedate, "day")
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let reminder = "Deal Closing Soon!\n\n"
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reminder = reminder + "Your deal '" + deal.dealname + "' is expected to close in " + daysuntil + " days.\n\n"
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reminder = reminder + "Deal Details:\n"
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reminder = reminder + "- Company: " + deal.companyname + "\n"
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reminder = reminder + "- Value: $" + FORMAT deal.dealvalue AS "#,##0" + "\n"
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reminder = reminder + "- Stage: " + deal.stage + "\n"
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reminder = reminder + "- Close Date: " + deal.closedate + "\n\n"
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reminder = reminder + "Make sure to follow up and push for the close!"
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SEND MAIL deal.owneremail, "Reminder: Deal Closing in " + daysuntil + " Days", reminder
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NEXT deal
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TALK "Sent " + upcomingcount + " close date reminders"
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ELSE
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TALK "No deals closing in the next 7 days"
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END IF
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END IF
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' ============================================================================
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' WEEKLY FORECAST REPORT - Runs at 9:00 AM every Monday
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' ============================================================================
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IF jobname = "weekly forecast" THEN
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SET SCHEDULE "0 9 * * 1"
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' Get this month's deals
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let monthstart = FORMAT DATEADD(TODAY(), 0, "month") AS "YYYY-MM-01"
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let monthend = FORMAT DATEADD(TODAY(), 1, "month") AS "YYYY-MM-01"
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let deals = FIND "deals.csv"
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let monthdeals = FILTER deals, "closedate>=" + monthstart + " AND closedate<" + monthend
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' Calculate forecast
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let totalforecast = AGGREGATE "SUM", monthdeals, "weightedvalue"
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let wondeals = FILTER monthdeals, "stage=Closed Won"
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let closedvalue = AGGREGATE "SUM", wondeals, "dealvalue"
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' Build forecast report
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let reportdate = FORMAT TODAY() AS "MMMM DD, YYYY"
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let monthname = FORMAT TODAY() AS "MMMM YYYY"
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let subject = "Weekly Sales Forecast - " + reportdate
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let message = "Weekly Forecast Report\n"
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message = message + "======================\n\n"
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message = message + "Month: " + monthname + "\n\n"
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message = message + "Forecast Summary:\n"
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message = message + "- Weighted Forecast: $" + FORMAT totalforecast AS "#,##0" + "\n"
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message = message + "- Already Closed: $" + FORMAT closedvalue AS "#,##0" + "\n"
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message = message + "- Remaining to Close: $" + FORMAT (totalforecast - closedvalue) AS "#,##0" + "\n\n"
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message = message + "Keep pushing to hit your targets!\n"
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message = message + "- Sales Pipeline Bot"
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SEND MAIL "sales-team@company.com", subject, message
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TALK "Weekly forecast report sent"
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END IF
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' ============================================================================
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' SETUP SCHEDULES - Run once to configure all jobs
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' ============================================================================
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IF jobname = "setup schedules" THEN
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TALK "Configuring pipeline scheduled jobs..."
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TALK ""
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TALK "📅 **Scheduled Jobs:**"
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TALK "• Daily Pipeline Report: 8:00 AM daily"
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TALK "• Stale Deal Alerts: 9:00 AM daily"
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TALK "• Close Date Reminders: 8:30 AM daily"
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TALK "• Weekly Forecast: 9:00 AM Mondays"
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TALK ""
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TALK "✅ All pipeline schedules configured!"
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END IF
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