Rodrigo Rodriguez (Pragmatismo)
48c1ae0b51
- Add startup wizard module for first-run configuration - Add white-label branding system with .product file support - Add bot manager for lifecycle, MinIO buckets, and templates - Add version tracking registry for component updates - Create comparison doc: BASIC vs n8n/Zapier/Make/Copilot - Add WhatsApp-style sample dialogs to template documentation - Add data traceability SVG diagram ```
345 lines
11 KiB
QBasic
345 lines
11 KiB
QBasic
PARAM action AS STRING
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PARAM opp_data AS OBJECT
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user_id = GET "session.user_id"
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opportunity_id = GET "session.opportunity_id"
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account_id = GET "session.account_id"
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current_time = FORMAT NOW() AS "YYYY-MM-DD HH:mm:ss"
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IF action = "create" THEN
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opp_name = GET "opp_data.name"
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opp_value = GET "opp_data.value"
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close_date = GET "opp_data.close_date"
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IF account_id = "" THEN
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TALK "Which account is this opportunity for?"
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account_name = HEAR
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account = FIND "accounts", "name LIKE '%" + account_name + "%'"
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IF account != NULL THEN
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account_id = account.id
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ELSE
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TALK "Account not found. Please create the account first."
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EXIT
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END IF
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END IF
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IF opp_name = "" THEN
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TALK "What should we call this opportunity?"
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opp_name = HEAR
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END IF
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IF opp_value = "" THEN
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TALK "What is the estimated value of this deal?"
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opp_value = HEAR
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END IF
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IF close_date = "" THEN
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TALK "When do you expect to close this deal? (YYYY-MM-DD)"
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close_date = HEAR
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END IF
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opportunity = CREATE OBJECT
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SET opportunity.id = FORMAT GUID()
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SET opportunity.name = opp_name
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SET opportunity.account_id = account_id
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SET opportunity.amount = opp_value
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SET opportunity.close_date = close_date
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SET opportunity.stage = "qualification"
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SET opportunity.probability = 10
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SET opportunity.owner_id = user_id
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SET opportunity.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "opportunities", FORMAT opportunity AS JSON
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SET "session.opportunity_id" = opportunity.id
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REMEMBER "opportunity_" + opportunity.id = opportunity
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TALK "Opportunity created: " + opp_name + " valued at $" + opp_value
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CREATE_TASK "Qualify opportunity: " + opp_name, "high", user_id
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activity = CREATE OBJECT
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SET activity.type = "opportunity_created"
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SET activity.opportunity_id = opportunity.id
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SET activity.description = "Created opportunity: " + opp_name
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SET activity.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "activities", FORMAT activity AS JSON
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END IF
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IF action = "update_stage" THEN
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IF opportunity_id = "" THEN
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TALK "Which opportunity do you want to update?"
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opp_name = HEAR
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opportunity = FIND "opportunities", "name LIKE '%" + opp_name + "%'"
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IF opportunity != NULL THEN
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opportunity_id = opportunity.id
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ELSE
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TALK "Opportunity not found."
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EXIT
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END IF
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END IF
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opportunity = FIND "opportunities", "id = '" + opportunity_id + "'"
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IF opportunity = NULL THEN
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TALK "Opportunity not found."
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EXIT
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END IF
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TALK "Current stage: " + opportunity.stage
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TALK "Select new stage:"
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TALK "1. Qualification (10%)"
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TALK "2. Needs Analysis (20%)"
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TALK "3. Value Proposition (50%)"
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TALK "4. Decision Makers (60%)"
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TALK "5. Proposal (75%)"
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TALK "6. Negotiation (90%)"
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TALK "7. Closed Won (100%)"
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TALK "8. Closed Lost (0%)"
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stage_choice = HEAR
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new_stage = ""
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new_probability = 0
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IF stage_choice = "1" THEN
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new_stage = "qualification"
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new_probability = 10
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ELSE IF stage_choice = "2" THEN
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new_stage = "needs_analysis"
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new_probability = 20
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ELSE IF stage_choice = "3" THEN
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new_stage = "value_proposition"
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new_probability = 50
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ELSE IF stage_choice = "4" THEN
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new_stage = "decision_makers"
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new_probability = 60
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ELSE IF stage_choice = "5" THEN
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new_stage = "proposal"
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new_probability = 75
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ELSE IF stage_choice = "6" THEN
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new_stage = "negotiation"
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new_probability = 90
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ELSE IF stage_choice = "7" THEN
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new_stage = "closed_won"
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new_probability = 100
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opportunity.won = true
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opportunity.closed_at = current_time
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ELSE IF stage_choice = "8" THEN
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new_stage = "closed_lost"
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new_probability = 0
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opportunity.won = false
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opportunity.closed_at = current_time
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END IF
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old_stage = opportunity.stage
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opportunity.stage = new_stage
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opportunity.probability = new_probability
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opportunity.updated_at = current_time
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SAVE_FROM_UNSTRUCTURED "opportunities", FORMAT opportunity AS JSON
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REMEMBER "opportunity_stage_" + opportunity_id = new_stage
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activity = CREATE OBJECT
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SET activity.type = "stage_change"
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SET activity.opportunity_id = opportunity_id
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SET activity.description = "Stage changed from " + old_stage + " to " + new_stage
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SET activity.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "activities", FORMAT activity AS JSON
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TALK "Stage updated to " + new_stage + " (" + new_probability + "%)"
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IF new_stage = "closed_won" THEN
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TALK "Congratulations! Deal closed for $" + opportunity.amount
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notification = "Deal Won: " + opportunity.name + " - $" + opportunity.amount
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SEND MAIL "management@company.com", "Deal Won", notification
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CREATE_TASK "Onboard new customer: " + opportunity.name, "high", user_id
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ELSE IF new_stage = "closed_lost" THEN
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TALK "What was the reason for losing this deal?"
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loss_reason = HEAR
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opportunity.loss_reason = loss_reason
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SAVE_FROM_UNSTRUCTURED "opportunities", FORMAT opportunity AS JSON
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CREATE_TASK "Analyze lost deal: " + opportunity.name, "low", user_id
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END IF
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END IF
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IF action = "add_product" THEN
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IF opportunity_id = "" THEN
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TALK "No opportunity selected."
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EXIT
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END IF
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TALK "Enter product name or code:"
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product_search = HEAR
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product = FIND "products", "name LIKE '%" + product_search + "%' OR code = '" + product_search + "'"
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IF product = NULL THEN
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TALK "Product not found."
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EXIT
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END IF
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TALK "How many units?"
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quantity = HEAR
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TALK "Any discount percentage? (0 for none)"
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discount = HEAR
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line_item = CREATE OBJECT
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SET line_item.id = FORMAT GUID()
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SET line_item.opportunity_id = opportunity_id
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SET line_item.product_id = product.id
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SET line_item.product_name = product.name
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SET line_item.quantity = quantity
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SET line_item.unit_price = product.unit_price
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SET line_item.discount = discount
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SET line_item.total = quantity * product.unit_price * (1 - discount / 100)
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SET line_item.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "opportunity_products", FORMAT line_item AS JSON
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opportunity = FIND "opportunities", "id = '" + opportunity_id + "'"
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opportunity.amount = opportunity.amount + line_item.total
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SAVE_FROM_UNSTRUCTURED "opportunities", FORMAT opportunity AS JSON
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TALK "Added " + quantity + " x " + product.name + " = $" + line_item.total
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END IF
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IF action = "generate_quote" THEN
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IF opportunity_id = "" THEN
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TALK "No opportunity selected."
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EXIT
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END IF
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opportunity = FIND "opportunities", "id = '" + opportunity_id + "'"
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products = FIND "opportunity_products", "opportunity_id = '" + opportunity_id + "'"
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IF products = NULL THEN
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TALK "No products added to this opportunity."
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EXIT
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END IF
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account = FIND "accounts", "id = '" + opportunity.account_id + "'"
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contact = FIND "contacts", "account_id = '" + opportunity.account_id + "' AND primary_contact = true"
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quote = CREATE OBJECT
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SET quote.id = FORMAT GUID()
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SET quote.quote_number = "Q-" + FORMAT NOW() AS "YYYYMMDD" + "-" + FORMAT RANDOM(1000, 9999)
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SET quote.opportunity_id = opportunity_id
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SET quote.account_id = account.id
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SET quote.contact_id = contact.id
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SET quote.status = "draft"
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SET quote.valid_until = FORMAT ADD_DAYS(NOW(), 30) AS "YYYY-MM-DD"
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SET quote.subtotal = opportunity.amount
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SET quote.tax_rate = 10
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SET quote.tax_amount = opportunity.amount * 0.1
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SET quote.total = opportunity.amount * 1.1
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SET quote.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "quotes", FORMAT quote AS JSON
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REMEMBER "quote_" + quote.id = quote
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quote_content = "QUOTATION\n"
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quote_content = quote_content + "Quote #: " + quote.quote_number + "\n"
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quote_content = quote_content + "Date: " + current_time + "\n"
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quote_content = quote_content + "Valid Until: " + quote.valid_until + "\n\n"
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quote_content = quote_content + "To: " + account.name + "\n"
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quote_content = quote_content + "Contact: " + contact.name + "\n\n"
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quote_content = quote_content + "ITEMS:\n"
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FOR EACH item IN products DO
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quote_content = quote_content + item.product_name + " x " + item.quantity + " @ $" + item.unit_price + " = $" + item.total + "\n"
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END FOR
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quote_content = quote_content + "\nSubtotal: $" + quote.subtotal + "\n"
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quote_content = quote_content + "Tax (10%): $" + quote.tax_amount + "\n"
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quote_content = quote_content + "TOTAL: $" + quote.total + "\n"
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CREATE_DRAFT quote_content, "Quote " + quote.quote_number + " for " + account.name
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TALK "Quote " + quote.quote_number + " generated for $" + quote.total
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IF contact.email != "" THEN
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TALK "Send quote to " + contact.name + " at " + contact.email + "? (yes/no)"
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send_quote = HEAR
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IF send_quote = "yes" OR send_quote = "YES" OR send_quote = "Yes" THEN
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subject = "Quote " + quote.quote_number + " from Our Company"
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SEND MAIL contact.email, subject, quote_content
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quote.status = "sent"
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quote.sent_at = current_time
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SAVE_FROM_UNSTRUCTURED "quotes", FORMAT quote AS JSON
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TALK "Quote sent to " + contact.email
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CREATE_TASK "Follow up on quote " + quote.quote_number, "medium", user_id
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END IF
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END IF
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END IF
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IF action = "forecast" THEN
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opportunities = FIND "opportunities", "stage != 'closed_won' AND stage != 'closed_lost'"
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total_pipeline = 0
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weighted_pipeline = 0
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q1_forecast = 0
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q2_forecast = 0
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q3_forecast = 0
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q4_forecast = 0
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FOR EACH opp IN opportunities DO
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total_pipeline = total_pipeline + opp.amount
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weighted_value = opp.amount * opp.probability / 100
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weighted_pipeline = weighted_pipeline + weighted_value
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close_month = FORMAT opp.close_date AS "MM"
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IF close_month <= "03" THEN
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q1_forecast = q1_forecast + weighted_value
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ELSE IF close_month <= "06" THEN
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q2_forecast = q2_forecast + weighted_value
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ELSE IF close_month <= "09" THEN
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q3_forecast = q3_forecast + weighted_value
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ELSE
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q4_forecast = q4_forecast + weighted_value
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END IF
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END FOR
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TALK "SALES FORECAST"
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TALK "=============="
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TALK "Total Pipeline: $" + total_pipeline
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TALK "Weighted Pipeline: $" + weighted_pipeline
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TALK ""
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TALK "Quarterly Forecast:"
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TALK "Q1: $" + q1_forecast
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TALK "Q2: $" + q2_forecast
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TALK "Q3: $" + q3_forecast
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TALK "Q4: $" + q4_forecast
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forecast_report = CREATE OBJECT
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SET forecast_report.total_pipeline = total_pipeline
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SET forecast_report.weighted_pipeline = weighted_pipeline
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SET forecast_report.q1 = q1_forecast
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SET forecast_report.q2 = q2_forecast
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SET forecast_report.q3 = q3_forecast
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SET forecast_report.q4 = q4_forecast
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SET forecast_report.generated_at = current_time
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REMEMBER "forecast_" + FORMAT NOW() AS "YYYYMMDD" = forecast_report
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END IF
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