added on local at 2026-07-01 15:02:54
| 1 | package MODS::ContactForge::Onboarding; | |
| 2 | #====================================================================== | |
| 3 | # ContactForge -- new-user sample data seeder | |
| 4 | # | |
| 5 | # Called from signup.cgi after a successful signup. Creates a sample | |
| 6 | # pipeline + 3 stages + 3 companies + 5 contacts + 2 deals so the | |
| 7 | # dashboard isn't empty on first login. Idempotent. | |
| 8 | #====================================================================== | |
| 9 | use strict; use warnings; | |
| 10 | ||
| 11 | sub new { return bless {}, shift } | |
| 12 | ||
| 13 | sub seed_sample_data { | |
| 14 | my ($self, $db, $dbh, $DB, $user_id) = @_; | |
| 15 | return unless $user_id; | |
| 16 | ||
| 17 | # Skip if user already has contacts | |
| 18 | my $r = $db->db_readwrite($dbh, qq~ | |
| 19 | SELECT COUNT(*) AS n FROM `${DB}`.contacts WHERE owner_user_id='$user_id' | |
| 20 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 21 | return if $r && $r->{n}; | |
| 22 | ||
| 23 | # 1. Pipeline + 3 stages | |
| 24 | my $pl = $db->db_readwrite($dbh, qq~ | |
| 25 | INSERT INTO `${DB}`.pipelines SET owner_user_id='$user_id', name='Sales Pipeline (example)', is_active=1 | |
| 26 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 27 | my $pid = ($pl && $pl->{mysql_insertid}) ? $pl->{mysql_insertid} : 0; | |
| 28 | return unless $pid; | |
| 29 | ||
| 30 | my @stage_ids; | |
| 31 | foreach my $s ( | |
| 32 | { name => 'Qualified', sort_order => 0, win_probability => 25 }, | |
| 33 | { name => 'Proposal', sort_order => 1, win_probability => 60 }, | |
| 34 | { name => 'Closed Won', sort_order => 2, win_probability => 100 }, | |
| 35 | ) { | |
| 36 | my $r2 = $db->db_readwrite($dbh, qq~ | |
| 37 | INSERT INTO `${DB}`.deal_stages | |
| 38 | SET pipeline_id='$pid', name='$s->{name}', sort_order='$s->{sort_order}', win_probability='$s->{win_probability}' | |
| 39 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 40 | push @stage_ids, ($r2 && $r2->{mysql_insertid}) ? $r2->{mysql_insertid} : 0; | |
| 41 | } | |
| 42 | ||
| 43 | # 2. Companies | |
| 44 | my @companies = ( | |
| 45 | { name => 'Acme Robotics', domain => 'acme-robotics.example' }, | |
| 46 | { name => 'Northwind Logistics', domain => 'northwind.example' }, | |
| 47 | { name => 'Globex Industries', domain => 'globex.example' }, | |
| 48 | ); | |
| 49 | my @co_ids; | |
| 50 | foreach my $c (@companies) { | |
| 51 | my $n_q = $c->{name}; $n_q =~ s/'/''/g; | |
| 52 | my $d_q = $c->{domain}; $d_q =~ s/'/''/g; | |
| 53 | my $r2 = $db->db_readwrite($dbh, qq~ | |
| 54 | INSERT INTO `${DB}`.companies | |
| 55 | SET owner_user_id='$user_id', name='$n_q', domain='$d_q' | |
| 56 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 57 | push @co_ids, ($r2 && $r2->{mysql_insertid}) ? $r2->{mysql_insertid} : 0; | |
| 58 | } | |
| 59 | ||
| 60 | # 3. Contacts | |
| 61 | my @contacts = ( | |
| 62 | { first => 'Ada', last => 'Lovelace', email => 'ada@acme-robotics.example', title => 'VP Engineering', co => $co_ids[0] }, | |
| 63 | { first => 'Grace', last => 'Hopper', email => 'grace@acme-robotics.example', title => 'Director of Ops', co => $co_ids[0] }, | |
| 64 | { first => 'Linus', last => 'Pauling', email => 'linus@northwind.example', title => 'Founder', co => $co_ids[1] }, | |
| 65 | { first => 'Marie', last => 'Curie', email => 'marie@globex.example', title => 'Chief Scientist', co => $co_ids[2] }, | |
| 66 | { first => 'Alan', last => 'Turing', email => 'alan@globex.example', title => 'Head of Research', co => $co_ids[2] }, | |
| 67 | ); | |
| 68 | my @contact_ids; | |
| 69 | foreach my $c (@contacts) { | |
| 70 | my $co_sql = $c->{co} ? "'$c->{co}'" : 'NULL'; | |
| 71 | my $r2 = $db->db_readwrite($dbh, qq~ | |
| 72 | INSERT INTO `${DB}`.contacts | |
| 73 | SET owner_user_id='$user_id', | |
| 74 | company_id=$co_sql, | |
| 75 | first_name='$c->{first}', last_name='$c->{last}', | |
| 76 | email='$c->{email}', title='$c->{title}' | |
| 77 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 78 | push @contact_ids, ($r2 && $r2->{mysql_insertid}) ? $r2->{mysql_insertid} : 0; | |
| 79 | } | |
| 80 | ||
| 81 | # 4. Two sample deals so the pipeline kanban shows something | |
| 82 | if (scalar(@stage_ids) >= 2 && scalar(@contact_ids) >= 2) { | |
| 83 | $db->db_readwrite($dbh, qq~ | |
| 84 | INSERT INTO `${DB}`.deals | |
| 85 | SET owner_user_id='$user_id', pipeline_id='$pid', stage_id='$stage_ids[0]', | |
| 86 | contact_id='$contact_ids[0]', company_id='$co_ids[0]', | |
| 87 | title='Acme robotics expansion (example)', | |
| 88 | description='Example deal -- delete or edit. Acme is evaluating an expansion of their fleet.', | |
| 89 | amount_cents=4500000, currency='usd' | |
| 90 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 91 | $db->db_readwrite($dbh, qq~ | |
| 92 | INSERT INTO `${DB}`.deals | |
| 93 | SET owner_user_id='$user_id', pipeline_id='$pid', stage_id='$stage_ids[1]', | |
| 94 | contact_id='$contact_ids[3]', company_id='$co_ids[2]', | |
| 95 | title='Globex pilot program (example)', | |
| 96 | description='Example deal -- delete or edit. Globex wants a 30-day pilot with 50 users.', | |
| 97 | amount_cents=1200000, currency='usd' | |
| 98 | ~, $ENV{SCRIPT_NAME}, __LINE__); | |
| 99 | } | |
| 100 | ||
| 101 | return 1; | |
| 102 | } | |
| 103 | ||
| 104 | 1; |