Class: DailyFocus::DataGatherer

Inherits:
Object
  • Object
show all
Defined in:
app/services/daily_focus/data_gatherer.rb

Overview

Collects and structures CRM data for one sales rep's daily focus analysis.
Returns a Result object that can be rendered by the analysis prompt template.

Data sources:

  • Today's prioritized activities (post-ActivityPrioritizationWorker)
  • Recent call records with AI summaries and action items (last 3 days)
  • Open opportunities sorted by stage and value
  • Customer watch list signals (SPI, recent orders)
  • Recent Sunny conversations (pattern/theme detection)
  • Lapsed trade accounts (repeat buyers who stopped purchasing)

Defined Under Namespace

Classes: Result

Constant Summary collapse

CALL_LOOKBACK_DAYS =

Call lookback days.

3
CONVERSATION_LOOKBACK_DAYS =

Conversation lookback days.

7
LAPSED_DAYS_THRESHOLD =

Threshold for lapsed days.

90
MAX_ACTIVITIES =

Maximum activities.

50
MAX_CALLS =

Maximum calls.

30
MAX_OPPORTUNITIES =

Maximum opportunities.

25
MAX_ORDERS =

Maximum orders.

15
MAX_CONVERSATIONS =

Maximum conversations.

5
MAX_LAPSED_ACCOUNTS =

Maximum lapsed accounts.

10
INACTIONABLE_LAPSED_STATES =

Customer lifecycle states that disqualify an account from lapsed-trade
outreach: never-real accounts (guest) and ended relationships
(closed, bankrupt, in collections, mid-merge). Recommending these wastes
rep time and drags down KPIs — see CustomerLifecycle for the full machine.

%w[guest closed bankrupt sent_to_collections merging].freeze

Instance Method Summary collapse

Constructor Details

#initialize(employee) ⇒ DataGatherer

Returns a new instance of DataGatherer.



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# File 'app/services/daily_focus/data_gatherer.rb', line 66

def initialize(employee)
  @employee = employee
end

Instance Method Details

#call ⇒ Object 



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# File 'app/services/daily_focus/data_gatherer.rb', line 70

def call
  briefing_content, briefing_date = fetch_previous_briefing

  Result.new(
    employee: @employee,
    date: Date.current,
    todays_activities: fetch_todays_activities,
    overdue_activities: fetch_overdue_activities,
    recent_calls: fetch_recent_calls,
    open_opportunities: fetch_open_opportunities,
    recent_orders: fetch_recent_orders,
    recent_conversations: fetch_recent_conversations,
    lapsed_trade_accounts: fetch_lapsed_trade_accounts,
    previous_briefing: briefing_content,
    previous_briefing_date: briefing_date
  )
end