feat: add sales rep system with territories, commissions, and dashboard #3

kelly · 2025-12-15T23:48:08Z

kelly commented

2025-12-15 23:48:08 +00:00

Sprint 1 implementation of the Sales Person Features:

Models & Migrations:

SalesRepAssignment: Polymorphic assignment of reps to accounts/stores
SalesTerritory, SalesTerritoryArea, SalesTerritoryAssignment: Territory management
SalesCommissionRate, SalesCommission: Commission tracking with rate hierarchy
AccountNote: Sales rep notes on buyer accounts (competitor intel, pain points)
CompetitorReplacement: Maps CannaiQ competitor products to our replacements
ProspectInsight, ProspectImport: Prospect gap analysis and CSV import tracking

Controllers & Views:

Sales Dashboard: My accounts overview with health status metrics
Accounts Index: Filterable list with at-risk/needs-attention badges
Account Show: Full account detail with order history, contacts, notes

Services:

ReorderPredictionService: Predicts reorder windows based on order patterns

Routes & Navigation:

Added /s/{business}/sales/* routes under sales suite middleware
Added sales_rep_dashboard and sales_rep_accounts to sidebar menu

Sprint 1 implementation of the Sales Person Features: Models & Migrations: - SalesRepAssignment: Polymorphic assignment of reps to accounts/stores - SalesTerritory, SalesTerritoryArea, SalesTerritoryAssignment: Territory management - SalesCommissionRate, SalesCommission: Commission tracking with rate hierarchy - AccountNote: Sales rep notes on buyer accounts (competitor intel, pain points) - CompetitorReplacement: Maps CannaiQ competitor products to our replacements - ProspectInsight, ProspectImport: Prospect gap analysis and CSV import tracking Controllers & Views: - Sales Dashboard: My accounts overview with health status metrics - Accounts Index: Filterable list with at-risk/needs-attention badges - Account Show: Full account detail with order history, contacts, notes Services: - ReorderPredictionService: Predicts reorder windows based on order patterns Routes & Navigation: - Added /s/{business}/sales/* routes under sales suite middleware - Added sales_rep_dashboard and sales_rep_accounts to sidebar menu

kelly added 1 commit 2025-12-15 23:48:09 +00:00

feat: add sales rep system with territories, commissions, and dashboard

ci/woodpecker/pr/ci Pipeline was successful

Details

4c8412a47b

Sprint 1 implementation of the Sales Person Features:

Models & Migrations:
- SalesRepAssignment: Polymorphic assignment of reps to accounts/stores
- SalesTerritory, SalesTerritoryArea, SalesTerritoryAssignment: Territory management
- SalesCommissionRate, SalesCommission: Commission tracking with rate hierarchy
- AccountNote: Sales rep notes on buyer accounts (competitor intel, pain points)
- CompetitorReplacement: Maps CannaiQ competitor products to our replacements
- ProspectInsight, ProspectImport: Prospect gap analysis and CSV import tracking

Controllers & Views:
- Sales Dashboard: My accounts overview with health status metrics
- Accounts Index: Filterable list with at-risk/needs-attention badges
- Account Show: Full account detail with order history, contacts, notes

Services:
- ReorderPredictionService: Predicts reorder windows based on order patterns

Routes & Navigation:
- Added /s/{business}/sales/* routes under sales suite middleware
- Added sales_rep_dashboard and sales_rep_accounts to sidebar menu

kelly merged commit 737eed473e into develop

2025-12-15 23:55:07 +00:00

kelly referenced this issue from a commit

2025-12-15 23:55:09 +00:00

Merge pull request 'feat: add sales rep system with territories, commissions, and dashboard' (#3) from feat/sales-rep-system into develop

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Reference: Cannabrands/hub#3