bottemplates/crm/crm.gbai/crm.gbdialog/close-deal.bas

77 lines
2.4 KiB
QBasic

PARAM deal_id AS STRING LIKE "uuid" DESCRIPTION "ID do deal a fechar" OPTIONAL
PARAM won AS BOOLEAN LIKE TRUE DESCRIPTION "TRUE se ganhou, FALSE se perdeu"
PARAM lost_reason AS STRING LIKE "Preço acima do mercado" DESCRIPTION "Motivo da perda (obrigatório se won=FALSE)" OPTIONAL
DESCRIPTION "Fechar um deal como ganho (won) ou perdido (lost). Se perdido, informe o motivo."
IF NOT deal_id OR deal_id = "uuid" THEN
TALK "Qual deal você deseja fechar? (Diga o nome da empresa ou título)"
HEAR query AS STRING
deals = GET "/api/crm/deals?search=" + query + "&limit=5"
IF UBOUND(deals) = 0 THEN
TALK "Não encontrei nenhum deal relacionado a '" + query + "'."
RETURN
END IF
IF UBOUND(deals) = 1 THEN
deal_id = FIRST(deals).id
ELSE
TALK "Encontrei várias opções. Qual delas quer fechar? Especifique melhor, por favor."
FOR EACH d IN deals
TALK "- **" + d.title + "** (" + d.stage + ")"
NEXT d
RETURN
END IF
END IF
deal = GET "/api/crm/deals/" + deal_id
IF NOT deal THEN
TALK "Deal não encontrado: " + deal_id
RETURN
END IF
IF won THEN
PUT "/api/crm/deals/" + deal_id, #{
stage: "won",
won: TRUE,
probability: 100,
actual_close_date: FORMAT(TODAY(), "YYYY-MM-DD")
}
POST "/api/crm/activities", #{
activity_type: "deal_won",
subject: "Deal ganho: " + deal.title,
contact_id: deal.contact_id,
account_id: deal.account_id
}
TALK "🎉 **Deal ganho!**"
TALK "**" + deal.title + "** — R$ " + FORMAT(deal.value, "#,##0")
TALK "Parabéns pela conquista!"
ELSE
IF NOT lost_reason THEN
TALK "Qual foi o motivo da perda?"
HEAR lost_reason AS STRING
END IF
PUT "/api/crm/deals/" + deal_id, #{
stage: "lost",
won: FALSE,
probability: 0,
lost_reason: lost_reason,
actual_close_date: FORMAT(TODAY(), "YYYY-MM-DD")
}
POST "/api/crm/activities", #{
activity_type: "deal_lost",
subject: "Deal perdido: " + deal.title,
description: "Motivo: " + lost_reason,
contact_id: deal.contact_id,
account_id: deal.account_id
}
TALK "📋 **Deal perdido**"
TALK "**" + deal.title + "** — Motivo: " + lost_reason
TALK "Use essa experiência para os próximos negócios."
END IF
RETURN deal_id