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JY-9712 | Nuges to expire after one year by nikola JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app — Work...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Audit logs should go deeper. Current spec (what data, which system, when) is a ...
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Objective Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows. Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. 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This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Happy to help draft a dedicated Security & Compliance section if useful.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"15 Apr","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"bounds":{"left":0.46991357,"top":0.19313647,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"bounds":{"left":0.47523272,"top":0.3367917,"width":0.013297873,"height":0.031923383},"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"bounds":{"left":0.47523272,"top":0.3312051,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Show thinking","depth":26,"bounds":{"left":0.3828125,"top":0.33918595,"width":0.030917553,"height":0.014764565},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Gemini said","depth":20,"bounds":{"left":0.3804854,"top":0.38068634,"width":0.0003324468,"height":0.0007980846},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"bounds":{"left":0.3804854,"top":0.38268158,"width":0.04105718,"height":0.01915403},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thank you for sharing the draft PRD for the","depth":24,"bounds":{"left":0.3695146,"top":0.39026338,"width":0.10521942,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":24,"bounds":{"left":0.3695146,"top":0.41101357,"width":0.0625,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". It looks like a highly strategic initiative to transition Jiminny from a standalone platform into a foundational data layer for AI-driven revenue workflows.","depth":24,"bounds":{"left":0.3695146,"top":0.41101357,"width":0.11319814,"height":0.07861133},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Here is a quick breakdown of the document as it currently stands:","depth":24,"bounds":{"left":0.3695146,"top":0.5067837,"width":0.11635638,"height":0.037110932},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Executive Summary","depth":23,"bounds":{"left":0.3695146,"top":0.56823623,"width":0.11635638,"height":0.01915403},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Executive Summary","depth":24,"bounds":{"left":0.3695146,"top":0.5698324,"width":0.051363032,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Audit logs should go deeper. Current spec (what data, which system, when) is a ...
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Architecture overview - Model Context Protocol — W Architecture overview - Model Context Protocol — Work...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual ac...
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Objective Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows. Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"bounds":{"left":0.41805187,"top":0.19313647,"width":0.051861703,"height":0.11173184},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"bounds":{"left":0.36053857,"top":0.19553073,"width":0.019946808,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"bounds":{"left":0.41805187,"top":0.1963288,"width":0.03125,"height":0.038707104},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"bounds":{"left":0.41805187,"top":0.30806065,"width":0.010305851,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"bounds":{"left":0.41805187,"top":0.33040702,"width":0.043218084,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"bounds":{"left":0.41805187,"top":0.3527534,"width":0.04105718,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"bounds":{"left":0.41805187,"top":0.37509975,"width":0.016289894,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"bounds":{"left":0.41805187,"top":0.39744613,"width":0.024268618,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"bounds":{"left":0.41805187,"top":0.4197925,"width":0.051529255,"height":0.17278531},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"bounds":{"left":0.41805187,"top":0.59856343,"width":0.049700797,"height":0.10574621},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"bounds":{"left":0.41805187,"top":0.75458896,"width":0.033909574,"height":0.016759777},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"bounds":{"left":0.41805187,"top":0.7773344,"width":0.051030584,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"bounds":{"left":0.41805187,"top":0.8443735,"width":0.04637633,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"bounds":{"left":0.41805187,"top":0.9114126,"width":0.051363032,"height":0.0885874},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.41805187,"top":1.0,"width":0.03706782,"height":-0.0897845},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"bounds":{"left":0.46991357,"top":0.19313647,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"bounds":{"left":0.47523272,"top":0.3367917,"width":0.013297873,"height":0.031923383},"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"bounds":{"left":0.47523272,"top":0.3312051,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual ac...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual ac...
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Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.30868056,"top":0.125,"width":0.077430554,"height":0.054444443},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"bounds":{"left":0.30868056,"top":0.18777777,"width":0.074652776,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"bounds":{"left":0.30868056,"top":0.28111112,"width":0.10555556,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"bounds":{"left":0.30868056,"top":0.37444445,"width":0.108333334,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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\"ACME\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"responce:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"deal_name\": \"ACME\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"stage\": \"Negotiation\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"recent_activity\": [","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Demo call on 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The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Trying to access private meeting - “Error: Access denied. 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This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. 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This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. 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Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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utility","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Simple + accessible","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Low sophistication, sometimes browser-based","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Outreach","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"⚠️ MCP (workflow-focused)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Search sequences","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Emails","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Meetings (Kaia)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account / prospect / opportunity lookups","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Workflow automation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Multi-system orchestration","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue workflow engine","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"End-to-end GTM workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Less depth in conversation data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Attention","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"⚠️ Emerging MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Meeting data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM-linked context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI insights","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Sales assistant workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create snippets","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI sales assistant + CRM","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Strong CRM linkage","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Less focus on external knowledge layer","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Planhat -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Related content","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ask Jiminny Anything on Call level","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Hubspot app","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Product Vision & Strategy","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Automated CRM Filling","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Simona Georgieva (Deactivated)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitive analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI agent ideas","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steliyan Georgiev","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Comments","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"James Graham","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"9 Apr","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A few areas around Security & Compliance that need more depth before this moves beyond draft:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Happy to help draft a dedicated Security & Compliance section if useful.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"15 Apr","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Show thinking","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Gemini said","depth":20,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thank you for sharing the draft PRD for the","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". It looks like a highly strategic initiative to transition Jiminny from a standalone platform into a foundational data layer for AI-driven revenue workflows.","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Here is a quick breakdown of the document as it currently stands:","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Executive Summary","depth":23,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Executive Summary","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Objective:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build an MCP-based AI Knowledge Connector to expose Jiminny data (transcripts, summaries, deal context) to external AI tools like Claude, OpenAI, and Gemini.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Target Value:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Increases product stickiness, reduces manual data entry/copy-pasting, and achieves competitive parity with platforms like Gong and Avoma.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key Capabilities:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"* Call and deal-level data retrieval.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual ac...
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Last login: Tue Apr 21 09:09:08 on ttys010
Poetry Last login: Tue Apr 21 09:09:08 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
9.5G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/*
cd: too many arguments
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.2G /Users/lukas/.screenpipe/data
4.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
16M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
16K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
24K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll
total 1028152
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:15] ========================================
[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:15] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:39] ========================================
[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:39] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
NAS mount: OK /Volumes/Test/screenpipe
Archive DB: exists (3.0G)
Data dir: OK (192 files, 501M)
[+00m03s] ▶ Counting source rows for 2026-04-20
frames: 9093
elements: 687142
ui_events: 9970
ocr_text: 5971
meetings: 2
[+00m03s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m04s] ▶ Syncing data for 2026-04-20
video_chunks ✓ 0m00s
frames (9093 rows) ✓ 1m20s
ocr_text (5971 rows) ✓ 0m48s
ui_events (9970 rows) ✓ 0m01s
elements (687142 rows) ✓ 0m48s
meetings (2 rows) ✓ 0m00s
[+03m01s] ▶ Updating FTS indexes
elements_fts ✓ 1m27s
frames_fts ✓ 2m10s
ui_events_fts ✓ 0m03s
[+06m41s] ▶ Verifying DB
frames: 9093 / 9093 ✓
elements: 687142 / 687142 ✓
ui_events: 9970 / 9970 ✓
ocr_text: 5971 / 5971 ✓
meetings: 2 / 2 ✓
[+07m44s] ▶ Copying data folder for 2026-04-20
rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)
[2026-04-21 10:48:54] Archive DB size: 3.8G
[2026-04-21 10:48:54] Total time: 8m15s
[2026-04-21 10:48:54] Sync complete for 2026-04-20
[2026-04-21 10:48:54] ========================================
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.6G /Users/lukas/.screenpipe/data
5.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
5.0M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
708K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
28K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 907632
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 899512
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll\ntotal 1028152\ndrwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 693554 20 Apr 09:20 compact_monitor_1_1776666027568.mp4\n-rw-r--r-- 1 lukas staff 2292711 20 Apr 09:25 compact_monitor_1_1776666335423.mp4\n-rw-r--r-- 1 lukas staff 3373751 20 Apr 09:30 compact_monitor_1_1776666644694.mp4\n-rw-r--r-- 1 lukas staff 1141798 20 Apr 09:36 compact_monitor_1_1776666964111.mp4\n-rw-r--r-- 1 lukas staff 1116735 20 Apr 09:41 compact_monitor_1_1776667280362.mp4\n-rw-r--r-- 1 lukas staff 312074 20 Apr 09:46 compact_monitor_1_1776667610890.mp4\n-rw-r--r-- 1 lukas staff 2540109 20 Apr 09:52 compact_monitor_1_1776667932459.mp4\n-rw-r--r-- 1 lukas staff 4258007 20 Apr 09:58 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compact_monitor_2_1776692445996.mp4\n-rw-r--r-- 1 lukas staff 2836435 20 Apr 16:45 compact_monitor_2_1776692753037.mp4\n-rw-r--r-- 1 lukas staff 896192 20 Apr 16:51 compact_monitor_2_1776693062948.mp4\n-rw-r--r-- 1 lukas staff 430668 20 Apr 16:56 compact_monitor_2_1776693378064.mp4\n-rw-r--r-- 1 lukas staff 5400273 20 Apr 17:01 compact_monitor_2_1776693684394.mp4\n-rw-r--r-- 1 lukas staff 11097706 20 Apr 17:06 compact_monitor_2_1776693994199.mp4\n-rw-r--r-- 1 lukas staff 2777663 20 Apr 17:11 compact_monitor_2_1776694304409.mp4\n-rw-r--r-- 1 lukas staff 1170557 20 Apr 17:16 compact_monitor_2_1776694608505.mp4\n-rw-r--r-- 1 lukas staff 1670866 20 Apr 17:21 compact_monitor_2_1776694911248.mp4\n-rw-r--r-- 1 lukas staff 894067 20 Apr 18:17 compact_monitor_2_1776698268984.mp4\n-rw-r--r-- 1 lukas staff 145618 20 Apr 18:27 compact_monitor_2_1776698876572.mp4\n-rw-r--r-- 1 lukas staff 3307440 20 Apr 18:33 compact_monitor_2_1776699183611.mp4\n-rw-r--r-- 1 lukas staff 3178239 20 Apr 18:38 compact_monitor_2_1776699492586.mp4\n-rw-r--r-- 1 lukas staff 4180957 20 Apr 18:43 compact_monitor_2_1776699800287.mp4\n-rw-r--r-- 1 lukas staff 2802374 20 Apr 18:47 compact_monitor_2_1776700041626.mp4\n-rw-r--r-- 1 lukas staff 3153626 20 Apr 18:52 compact_monitor_2_1776700348038.mp4\n-rw-r--r-- 1 lukas staff 755181 21 Apr 09:10 compact_monitor_2_1776751832783.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd .. \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20 \n[2026-04-21 10:40:15] ========================================\n[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:15] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20\n[2026-04-21 10:40:39] ========================================\n[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:39] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n NAS mount: OK /Volumes/Test/screenpipe\n Archive DB: exists (3.0G)\n Data dir: OK (192 files, 501M)\n\n[+00m03s] ▶ Counting source rows for 2026-04-20\n frames: 9093\n elements: 687142\n ui_events: 9970\n ocr_text: 5971\n meetings: 2\n\n[+00m03s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n\n[+00m04s] ▶ Syncing data for 2026-04-20\n video_chunks ✓ 0m00s\n frames (9093 rows) ✓ 1m20s\n ocr_text (5971 rows) ✓ 0m48s\n ui_events (9970 rows) ✓ 0m01s\n elements (687142 rows) ✓ 0m48s\n meetings (2 rows) ✓ 0m00s\n\n[+03m01s] ▶ Updating FTS indexes\n elements_fts ✓ 1m27s\n frames_fts ✓ 2m10s\n ui_events_fts ✓ 0m03s\n\n[+06m41s] ▶ Verifying DB\n frames: 9093 / 9093 ✓\n elements: 687142 / 687142 ✓\n ui_events: 9970 / 9970 ✓\n ocr_text: 5971 / 5971 ✓\n meetings: 2 / 2 ✓\n\n[+07m44s] ▶ Copying data folder for 2026-04-20\n rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)\n\n[2026-04-21 10:48:54] Archive DB size: 3.8G\n[2026-04-21 10:48:54] Total time: 8m15s\n[2026-04-21 10:48:54] Sync complete for 2026-04-20\n[2026-04-21 10:48:54] ========================================\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/config.json\n5.6G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n5.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n5.0M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 36K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n132K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log\n 96K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log\n160K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log\n172K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log\n196K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log\n204K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log\n352K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log\n708K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll\ntotal 907632\ndrwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:05 1776791134169_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:05 1776791134429_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791165816_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791166383_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791196587_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791197102_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791227416_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791227779_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791258183_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791258594_m1.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:08 1776791287670_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:08 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lukas staff 16384 17 Apr 08:57 2026-04-16\ndrwxrwxrwx@ 1 lukas staff 16384 18 Apr 13:35 2026-04-17\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 09:10 2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe/data $ ~/.screenpipe","depth":4,"value":"Last login: Tue Apr 21 09:09:08 on ttys010\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n9.5G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/* \ncd: too many arguments\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh 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compact_monitor_2_1776751832783.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd .. \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20 \n[2026-04-21 10:40:15] ========================================\n[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:15] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20\n[2026-04-21 10:40:39] ========================================\n[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:39] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n NAS mount: OK /Volumes/Test/screenpipe\n Archive DB: exists (3.0G)\n Data dir: OK (192 files, 501M)\n\n[+00m03s] ▶ Counting source rows for 2026-04-20\n frames: 9093\n elements: 687142\n ui_events: 9970\n ocr_text: 5971\n meetings: 2\n\n[+00m03s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n\n[+00m04s] ▶ Syncing data for 2026-04-20\n video_chunks ✓ 0m00s\n frames (9093 rows) ✓ 1m20s\n ocr_text (5971 rows) ✓ 0m48s\n ui_events (9970 rows) ✓ 0m01s\n elements (687142 rows) ✓ 0m48s\n meetings (2 rows) ✓ 0m00s\n\n[+03m01s] ▶ Updating FTS indexes\n elements_fts ✓ 1m27s\n frames_fts ✓ 2m10s\n ui_events_fts ✓ 0m03s\n\n[+06m41s] ▶ Verifying DB\n frames: 9093 / 9093 ✓\n elements: 687142 / 687142 ✓\n ui_events: 9970 / 9970 ✓\n ocr_text: 5971 / 5971 ✓\n meetings: 2 / 2 ✓\n\n[+07m44s] ▶ Copying data folder for 2026-04-20\n rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)\n\n[2026-04-21 10:48:54] Archive DB size: 3.8G\n[2026-04-21 10:48:54] Total time: 8m15s\n[2026-04-21 10:48:54] Sync complete for 2026-04-20\n[2026-04-21 10:48:54] ========================================\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/config.json\n5.6G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n5.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n5.0M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 36K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n132K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log\n 96K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log\n160K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log\n172K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log\n196K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log\n204K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log\n352K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log\n708K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll\ntotal 907632\ndrwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:05 1776791134169_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:05 1776791134429_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791165816_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791166383_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791196587_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791197102_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791227416_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791227779_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791258183_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 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Tab","depth":3,"bounds":{"left":0.27227393,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"docker","depth":2,"bounds":{"left":0.32912233,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.33111703,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.3879654,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close 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button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.6253325,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"ec2-user@ip-10-30-159-186:~ (-zsh)","depth":2,"bounds":{"left":0.6821808,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.68417555,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌥⌘1","depth":1,"bounds":{"left":0.7273936,"top":1.0,"width":0.01861702,"height":-0.023144484},"automation_id":"_NS:8","role_description":"text"},{"role":"AXStaticText","text":"-zsh","depth":1,"bounds":{"left":0.50398934,"top":1.0,"width":0.010970744,"height":-0.02394259},"role_description":"text"}]...
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Last login: Tue Apr 21 09:09:08 on ttys010
Poetry Last login: Tue Apr 21 09:09:08 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
9.5G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/*
cd: too many arguments
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.2G /Users/lukas/.screenpipe/data
4.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
16M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
16K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
24K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll
total 1028152
drwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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-rw-r--r-- 1 lukas staff 3876837 20 Apr 15:59 compact_monitor_1_1776689975475.mp4
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-rw-r--r-- 1 lukas staff 5266402 20 Apr 11:04 compact_monitor_2_1776672263365.mp4
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:15] ========================================
[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:15] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:39] ========================================
[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:39] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
NAS mount: OK /Volumes/Test/screenpipe
Archive DB: exists (3.0G)
Data dir: OK (192 files, 501M)
[+00m03s] ▶ Counting source rows for 2026-04-20
frames: 9093
elements: 687142
ui_events: 9970
ocr_text: 5971
meetings: 2
[+00m03s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m04s] ▶ Syncing data for 2026-04-20
video_chunks ✓ 0m00s
frames (9093 rows) ✓ 1m20s
ocr_text (5971 rows) ✓ 0m48s
ui_events (9970 rows) ✓ 0m01s
elements (687142 rows) ✓ 0m48s
meetings (2 rows) ✓ 0m00s
[+03m01s] ▶ Updating FTS indexes
elements_fts ✓ 1m27s
frames_fts ✓ 2m10s
ui_events_fts ✓ 0m03s
[+06m41s] ▶ Verifying DB
frames: 9093 / 9093 ✓
elements: 687142 / 687142 ✓
ui_events: 9970 / 9970 ✓
ocr_text: 5971 / 5971 ✓
meetings: 2 / 2 ✓
[+07m44s] ▶ Copying data folder for 2026-04-20
rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)
[2026-04-21 10:48:54] Archive DB size: 3.8G
[2026-04-21 10:48:54] Total time: 8m15s
[2026-04-21 10:48:54] Sync complete for 2026-04-20
[2026-04-21 10:48:54] ========================================
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.6G /Users/lukas/.screenpipe/data
5.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
5.0M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
708K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
28K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 907632
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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-rw-r--r-- 1 lukas staff 1037919 21 Apr 20:15 compact_monitor_2_1776791709090.mp4
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 899512
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:05 1776791134169_m2.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:05 1776791134429_m1.jpg
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791165816_m2.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791166383_m1.jpg
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791196587_m2.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791197102_m1.jpg
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791227416_m2.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791227779_m1.jpg
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791258183_m2.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791258594_m1.jpg
-rw-r--r-- 1 lukas staff 165853 21 Apr 20:08 1776791287670_m1.jpg
-rw-r--r-- 1 lukas staff 150843 21 Apr 20:08 1776791287761_m2.jpg
-rw-r--r-- 1 lukas staff ...
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NULL
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72245
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NULL
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0
|
2026-04-22T15:18:30.585284+00:00
|
/Users/lukas/.screenpipe/data/data/2026-04-22/1776 /Users/lukas/.screenpipe/data/data/2026-04-22/1776871110585_m1.jpg...
|
iTerm2
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-zsh
|
True
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NULL
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monitor_1
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NULL
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NULL
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NULL
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NULL
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Last login: Tue Apr 21 09:09:08 on ttys010
Poetry Last login: Tue Apr 21 09:09:08 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
9.5G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/*
cd: too many arguments
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.2G /Users/lukas/.screenpipe/data
4.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
16M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
16K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
24K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll
total 1028152
drwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
-rw-r--r-- 1 lukas staff 693554 20 Apr 09:20 compact_monitor_1_1776666027568.mp4
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:15] ========================================
[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:15] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:39] ========================================
[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:39] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
NAS mount: OK /Volumes/Test/screenpipe
Archive DB: exists (3.0G)
Data dir: OK (192 files, 501M)
[+00m03s] ▶ Counting source rows for 2026-04-20
frames: 9093
elements: 687142
ui_events: 9970
ocr_text: 5971
meetings: 2
[+00m03s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m04s] ▶ Syncing data for 2026-04-20
video_chunks ✓ 0m00s
frames (9093 rows) ✓ 1m20s
ocr_text (5971 rows) ✓ 0m48s
ui_events (9970 rows) ✓ 0m01s
elements (687142 rows) ✓ 0m48s
meetings (2 rows) ✓ 0m00s
[+03m01s] ▶ Updating FTS indexes
elements_fts ✓ 1m27s
frames_fts ✓ 2m10s
ui_events_fts ✓ 0m03s
[+06m41s] ▶ Verifying DB
frames: 9093 / 9093 ✓
elements: 687142 / 687142 ✓
ui_events: 9970 / 9970 ✓
ocr_text: 5971 / 5971 ✓
meetings: 2 / 2 ✓
[+07m44s] ▶ Copying data folder for 2026-04-20
rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)
[2026-04-21 10:48:54] Archive DB size: 3.8G
[2026-04-21 10:48:54] Total time: 8m15s
[2026-04-21 10:48:54] Sync complete for 2026-04-20
[2026-04-21 10:48:54] ========================================
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.6G /Users/lukas/.screenpipe/data
5.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
5.0M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
708K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
28K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 907632
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 899512
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll\ntotal 1028152\ndrwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 693554 20 Apr 09:20 compact_monitor_1_1776666027568.mp4\n-rw-r--r-- 1 lukas staff 2292711 20 Apr 09:25 compact_monitor_1_1776666335423.mp4\n-rw-r--r-- 1 lukas staff 3373751 20 Apr 09:30 compact_monitor_1_1776666644694.mp4\n-rw-r--r-- 1 lukas staff 1141798 20 Apr 09:36 compact_monitor_1_1776666964111.mp4\n-rw-r--r-- 1 lukas staff 1116735 20 Apr 09:41 compact_monitor_1_1776667280362.mp4\n-rw-r--r-- 1 lukas staff 312074 20 Apr 09:46 compact_monitor_1_1776667610890.mp4\n-rw-r--r-- 1 lukas staff 2540109 20 Apr 09:52 compact_monitor_1_1776667932459.mp4\n-rw-r--r-- 1 lukas staff 4258007 20 Apr 09:58 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compact_monitor_2_1776699492586.mp4\n-rw-r--r-- 1 lukas staff 4180957 20 Apr 18:43 compact_monitor_2_1776699800287.mp4\n-rw-r--r-- 1 lukas staff 2802374 20 Apr 18:47 compact_monitor_2_1776700041626.mp4\n-rw-r--r-- 1 lukas staff 3153626 20 Apr 18:52 compact_monitor_2_1776700348038.mp4\n-rw-r--r-- 1 lukas staff 755181 21 Apr 09:10 compact_monitor_2_1776751832783.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd .. \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20 \n[2026-04-21 10:40:15] ========================================\n[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:15] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20\n[2026-04-21 10:40:39] ========================================\n[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:39] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n NAS mount: OK /Volumes/Test/screenpipe\n Archive DB: exists (3.0G)\n Data dir: OK (192 files, 501M)\n\n[+00m03s] ▶ Counting source rows for 2026-04-20\n frames: 9093\n elements: 687142\n ui_events: 9970\n ocr_text: 5971\n meetings: 2\n\n[+00m03s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n\n[+00m04s] ▶ Syncing data for 2026-04-20\n video_chunks ✓ 0m00s\n frames (9093 rows) ✓ 1m20s\n ocr_text (5971 rows) ✓ 0m48s\n ui_events (9970 rows) ✓ 0m01s\n elements (687142 rows) ✓ 0m48s\n meetings (2 rows) ✓ 0m00s\n\n[+03m01s] ▶ Updating FTS indexes\n elements_fts ✓ 1m27s\n frames_fts ✓ 2m10s\n ui_events_fts ✓ 0m03s\n\n[+06m41s] ▶ Verifying DB\n frames: 9093 / 9093 ✓\n elements: 687142 / 687142 ✓\n ui_events: 9970 / 9970 ✓\n ocr_text: 5971 / 5971 ✓\n meetings: 2 / 2 ✓\n\n[+07m44s] ▶ Copying data folder for 2026-04-20\n rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)\n\n[2026-04-21 10:48:54] Archive DB size: 3.8G\n[2026-04-21 10:48:54] Total time: 8m15s\n[2026-04-21 10:48:54] Sync complete for 2026-04-20\n[2026-04-21 10:48:54] ========================================\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/config.json\n5.6G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n5.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n5.0M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 36K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n132K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log\n 96K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log\n160K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log\n172K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log\n196K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log\n204K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log\n352K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log\n708K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll\ntotal 907632\ndrwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:05 1776791134169_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:05 1776791134429_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791165816_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791166383_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791196587_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791197102_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791227416_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791227779_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791258183_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791258594_m1.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:08 1776791287670_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:08 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compact_monitor_2_1776791400917.mp4\n-rw-r--r-- 1 lukas staff 1037919 21 Apr 20:15 compact_monitor_2_1776791709090.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ cd /Volumes/ \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ ll\ntotal 32\ndrwxr-xr-x 4 root wheel 128 22 Apr 10:24 .\ndrwxr-xr-x 20 root wheel 640 4 Aug 2024 ..\nlrwxr-xr-x 1 root wheel 1 20 Apr 19:47 Macintosh HD -> /\ndrwx------ 1 lukas staff 16384 22 Apr 10:24 Work\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ ll\ntotal 96\ndrwxr-xr-x 6 root wheel 192 22 Apr 18:17 .\ndrwxr-xr-x 20 root wheel 640 4 Aug 2024 ..\nlrwxr-xr-x 1 root wheel 1 20 Apr 19:47 Macintosh HD -> /\ndrwx------ 1 lukas staff 16384 11 Apr 15:46 Test\ndrwx------ 1 lukas staff 16384 22 Apr 10:24 Work\ndrwx------ 1 lukas staff 16384 19 Apr 18:36 screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ cd Test/screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe $ ll\ntotal 10687944\ndrwxrwxrwx 1 lukas staff 16384 21 Apr 10:47 .\ndrwx------ 1 lukas staff 16384 11 Apr 15:46 ..\n-rwxrwxrwx@ 1 lukas staff 6148 21 Apr 10:48 .DS_Store\n-rwxrwxrwx@ 1 lukas staff 4055343104 21 Apr 10:47 archive.db\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 10:48 data\n-rwxrwxrwx 1 lukas staff 1416806400 14 Apr 20:49 db.sqlite\ndrwxrwxrwx 1 lukas staff 16384 11 Apr 16:51 pipes\n-rwxrwxrwx@ 1 lukas staff 3250 11 Apr 17:00 screenpipe-day.sh\n-rwxrwxrwx 1 lukas staff 0 13 Apr 17:21 screenpipe.db\n-rwxrwxrwx 1 lukas staff 0 11 Apr 17:26 test_write\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe $ cd data \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe/data $ ll\ntotal 240\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 10:48 .\ndrwxrwxrwx 1 lukas staff 16384 21 Apr 10:47 ..\n-rwxrwxrwx@ 1 lukas staff 6148 22 Apr 18:17 .DS_Store\ndrwxrwxrwx@ 1 lukas staff 16384 15 Apr 09:59 2026-04-14\ndrwxrwxrwx@ 1 lukas staff 16384 16 Apr 09:13 2026-04-15\ndrwxrwxrwx@ 1 lukas staff 16384 17 Apr 08:57 2026-04-16\ndrwxrwxrwx@ 1 lukas staff 16384 18 Apr 13:35 2026-04-17\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 09:10 2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe/data $ ~/.screenpipe/s","depth":4,"value":"Last login: Tue Apr 21 09:09:08 on ttys010\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n9.5G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/* \ncd: too many arguments\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/config.json\n5.2G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n4.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n 16M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 36K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n132K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log\n 96K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log\n160K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log\n172K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log\n196K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log\n204K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log\n352K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n 24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll\ntotal 1028152\ndrwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .\ndrwxr-xr-x 14 lukas 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compact_monitor_2_1776689979563.mp4\n-rw-r--r-- 1 lukas staff 4007787 20 Apr 16:04 compact_monitor_2_1776690291326.mp4\n-rw-r--r-- 1 lukas staff 1819239 20 Apr 16:10 compact_monitor_2_1776690601791.mp4\n-rw-r--r-- 1 lukas staff 2353532 20 Apr 16:15 compact_monitor_2_1776690909468.mp4\n-rw-r--r-- 1 lukas staff 838923 20 Apr 16:20 compact_monitor_2_1776691216464.mp4\n-rw-r--r-- 1 lukas staff 392421 20 Apr 16:25 compact_monitor_2_1776691524797.mp4\n-rw-r--r-- 1 lukas staff 419825 20 Apr 16:30 compact_monitor_2_1776691830343.mp4\n-rw-r--r-- 1 lukas staff 1311278 20 Apr 16:35 compact_monitor_2_1776692138776.mp4\n-rw-r--r-- 1 lukas staff 2113227 20 Apr 16:40 compact_monitor_2_1776692445996.mp4\n-rw-r--r-- 1 lukas staff 2836435 20 Apr 16:45 compact_monitor_2_1776692753037.mp4\n-rw-r--r-- 1 lukas staff 896192 20 Apr 16:51 compact_monitor_2_1776693062948.mp4\n-rw-r--r-- 1 lukas staff 430668 20 Apr 16:56 compact_monitor_2_1776693378064.mp4\n-rw-r--r-- 1 lukas staff 5400273 20 Apr 17:01 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compact_monitor_2_1776751832783.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd .. \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20 \n[2026-04-21 10:40:15] ========================================\n[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:15] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20\n[2026-04-21 10:40:39] ========================================\n[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20\n[2026-04-21 10:40:39] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (4.5G)\n NAS mount: OK /Volumes/Test/screenpipe\n Archive DB: exists (3.0G)\n Data dir: OK (192 files, 501M)\n\n[+00m03s] ▶ Counting source rows for 2026-04-20\n frames: 9093\n elements: 687142\n ui_events: 9970\n ocr_text: 5971\n meetings: 2\n\n[+00m03s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n\n[+00m04s] ▶ Syncing data for 2026-04-20\n video_chunks ✓ 0m00s\n frames (9093 rows) ✓ 1m20s\n ocr_text (5971 rows) ✓ 0m48s\n ui_events (9970 rows) ✓ 0m01s\n elements (687142 rows) ✓ 0m48s\n meetings (2 rows) ✓ 0m00s\n\n[+03m01s] ▶ Updating FTS indexes\n elements_fts ✓ 1m27s\n frames_fts ✓ 2m10s\n ui_events_fts ✓ 0m03s\n\n[+06m41s] ▶ Verifying DB\n frames: 9093 / 9093 ✓\n elements: 687142 / 687142 ✓\n ui_events: 9970 / 9970 ✓\n ocr_text: 5971 / 5971 ✓\n meetings: 2 / 2 ✓\n\n[+07m44s] ▶ Copying data folder for 2026-04-20\n rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)\n\n[2026-04-21 10:48:54] Archive DB size: 3.8G\n[2026-04-21 10:48:54] Total time: 8m15s\n[2026-04-21 10:48:54] Sync complete for 2026-04-20\n[2026-04-21 10:48:54] ========================================\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n 11G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/config.json\n5.6G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n5.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n5.0M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 36K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n132K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log\n 96K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log\n 72K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log\n160K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log\n172K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log\n196K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log\n204K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log\n352K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log\n708K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll\ntotal 907632\ndrwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .\ndrwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:05 1776791134169_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:05 1776791134429_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791165816_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791166383_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:06 1776791196587_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:06 1776791197102_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791227416_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 1776791227779_m1.jpg\n-rw-r--r-- 1 lukas staff 150843 21 Apr 20:07 1776791258183_m2.jpg\n-rw-r--r-- 1 lukas staff 165853 21 Apr 20:07 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compact_monitor_2_1776770441822.mp4\n-rw-r--r-- 1 lukas staff 2703967 21 Apr 14:25 compact_monitor_2_1776770747214.mp4\n-rw-r--r-- 1 lukas staff 2321658 21 Apr 14:30 compact_monitor_2_1776771052932.mp4\n-rw-r--r-- 1 lukas staff 1461253 21 Apr 14:36 compact_monitor_2_1776771362402.mp4\n-rw-r--r-- 1 lukas staff 1437234 21 Apr 14:41 compact_monitor_2_1776771667446.mp4\n-rw-r--r-- 1 lukas staff 987598 21 Apr 14:46 compact_monitor_2_1776771978048.mp4\n-rw-r--r-- 1 lukas staff 3317652 21 Apr 14:51 compact_monitor_2_1776772287751.mp4\n-rw-r--r-- 1 lukas staff 2270897 21 Apr 14:56 compact_monitor_2_1776772597109.mp4\n-rw-r--r-- 1 lukas staff 2751238 21 Apr 15:01 compact_monitor_2_1776772910495.mp4\n-rw-r--r-- 1 lukas staff 3119002 21 Apr 15:07 compact_monitor_2_1776773221603.mp4\n-rw-r--r-- 1 lukas staff 1607530 21 Apr 15:12 compact_monitor_2_1776773528294.mp4\n-rw-r--r-- 1 lukas staff 907723 21 Apr 15:17 compact_monitor_2_1776773837589.mp4\n-rw-r--r-- 1 lukas staff 1386365 21 Apr 15:22 compact_monitor_2_1776774141369.mp4\n-rw-r--r-- 1 lukas staff 2111486 21 Apr 15:27 compact_monitor_2_1776774448810.mp4\n-rw-r--r-- 1 lukas staff 2258968 21 Apr 15:32 compact_monitor_2_1776774759155.mp4\n-rw-r--r-- 1 lukas staff 1544108 21 Apr 15:37 compact_monitor_2_1776775067064.mp4\n-rw-r--r-- 1 lukas staff 1433287 21 Apr 15:43 compact_monitor_2_1776775380397.mp4\n-rw-r--r-- 1 lukas staff 1984377 21 Apr 15:48 compact_monitor_2_1776775692870.mp4\n-rw-r--r-- 1 lukas staff 2617661 21 Apr 15:53 compact_monitor_2_1776775998384.mp4\n-rw-r--r-- 1 lukas staff 2791654 21 Apr 15:58 compact_monitor_2_1776776307754.mp4\n-rw-r--r-- 1 lukas staff 2433361 21 Apr 16:03 compact_monitor_2_1776776618393.mp4\n-rw-r--r-- 1 lukas staff 3703100 21 Apr 16:08 compact_monitor_2_1776776931489.mp4\n-rw-r--r-- 1 lukas staff 2474041 21 Apr 16:14 compact_monitor_2_1776777245751.mp4\n-rw-r--r-- 1 lukas staff 2484853 21 Apr 16:19 compact_monitor_2_1776777555230.mp4\n-rw-r--r-- 1 lukas staff 2062186 21 Apr 16:24 compact_monitor_2_1776777860560.mp4\n-rw-r--r-- 1 lukas staff 2185453 21 Apr 16:29 compact_monitor_2_1776778167563.mp4\n-rw-r--r-- 1 lukas staff 1177326 21 Apr 16:34 compact_monitor_2_1776778473232.mp4\n-rw-r--r-- 1 lukas staff 1949139 21 Apr 16:39 compact_monitor_2_1776778779902.mp4\n-rw-r--r-- 1 lukas staff 879195 21 Apr 16:44 compact_monitor_2_1776779086385.mp4\n-rw-r--r-- 1 lukas staff 1252502 21 Apr 16:49 compact_monitor_2_1776779394675.mp4\n-rw-r--r-- 1 lukas staff 2773673 21 Apr 16:55 compact_monitor_2_1776779700999.mp4\n-rw-r--r-- 1 lukas staff 481976 21 Apr 17:28 compact_monitor_2_1776781697113.mp4\n-rw-r--r-- 1 lukas staff 209802 21 Apr 17:38 compact_monitor_2_1776782304722.mp4\n-rw-r--r-- 1 lukas staff 533030 21 Apr 17:43 compact_monitor_2_1776782612516.mp4\n-rw-r--r-- 1 lukas staff 2066772 21 Apr 17:48 compact_monitor_2_1776782921485.mp4\n-rw-r--r-- 1 lukas staff 2700050 21 Apr 17:53 compact_monitor_2_1776783230415.mp4\n-rw-r--r-- 1 lukas staff 4246256 21 Apr 17:59 compact_monitor_2_1776783541082.mp4\n-rw-r--r-- 1 lukas staff 2226648 21 Apr 18:04 compact_monitor_2_1776783852985.mp4\n-rw-r--r-- 1 lukas staff 1964906 21 Apr 18:09 compact_monitor_2_1776784169011.mp4\n-rw-r--r-- 1 lukas staff 2762600 21 Apr 18:14 compact_monitor_2_1776784488669.mp4\n-rw-r--r-- 1 lukas staff 2565519 21 Apr 18:20 compact_monitor_2_1776784802053.mp4\n-rw-r--r-- 1 lukas staff 3908397 21 Apr 18:25 compact_monitor_2_1776785112030.mp4\n-rw-r--r-- 1 lukas staff 2820230 21 Apr 18:30 compact_monitor_2_1776785425843.mp4\n-rw-r--r-- 1 lukas staff 3798324 21 Apr 18:35 compact_monitor_2_1776785731509.mp4\n-rw-r--r-- 1 lukas staff 5973589 21 Apr 18:40 compact_monitor_2_1776786042237.mp4\n-rw-r--r-- 1 lukas staff 696810 21 Apr 18:40 compact_monitor_2_1776786048297.mp4\n-rw-r--r-- 1 lukas staff 3411653 21 Apr 18:46 compact_monitor_2_1776786358293.mp4\n-rw-r--r-- 1 lukas staff 1900088 21 Apr 18:51 compact_monitor_2_1776786667842.mp4\n-rw-r--r-- 1 lukas staff 2960124 21 Apr 18:56 compact_monitor_2_1776786976688.mp4\n-rw-r--r-- 1 lukas staff 3465743 21 Apr 19:01 compact_monitor_2_1776787292732.mp4\n-rw-r--r-- 1 lukas staff 5410677 21 Apr 19:07 compact_monitor_2_1776787617984.mp4\n-rw-r--r-- 1 lukas staff 3739198 21 Apr 19:12 compact_monitor_2_1776787934248.mp4\n-rw-r--r-- 1 lukas staff 1383154 21 Apr 19:17 compact_monitor_2_1776788242752.mp4\n-rw-r--r-- 1 lukas staff 1800231 21 Apr 19:22 compact_monitor_2_1776788547707.mp4\n-rw-r--r-- 1 lukas staff 985288 21 Apr 19:27 compact_monitor_2_1776788859770.mp4\n-rw-r--r-- 1 lukas staff 2005715 21 Apr 19:32 compact_monitor_2_1776789171257.mp4\n-rw-r--r-- 1 lukas staff 5461430 21 Apr 19:38 compact_monitor_2_1776789493765.mp4\n-rw-r--r-- 1 lukas staff 4057709 21 Apr 19:43 compact_monitor_2_1776789819462.mp4\n-rw-r--r-- 1 lukas staff 2596450 21 Apr 19:49 compact_monitor_2_1776790138746.mp4\n-rw-r--r-- 1 lukas staff 3792786 21 Apr 19:54 compact_monitor_2_1776790456362.mp4\n-rw-r--r-- 1 lukas staff 1534504 21 Apr 19:59 compact_monitor_2_1776790775836.mp4\n-rw-r--r-- 1 lukas staff 3246894 21 Apr 20:04 compact_monitor_2_1776791089868.mp4\n-rw-r--r-- 1 lukas staff 678653 21 Apr 20:10 compact_monitor_2_1776791400917.mp4\n-rw-r--r-- 1 lukas staff 1037919 21 Apr 20:15 compact_monitor_2_1776791709090.mp4\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ cd /Volumes/ \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ ll\ntotal 32\ndrwxr-xr-x 4 root wheel 128 22 Apr 10:24 .\ndrwxr-xr-x 20 root wheel 640 4 Aug 2024 ..\nlrwxr-xr-x 1 root wheel 1 20 Apr 19:47 Macintosh HD -> /\ndrwx------ 1 lukas staff 16384 22 Apr 10:24 Work\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ ll\ntotal 96\ndrwxr-xr-x 6 root wheel 192 22 Apr 18:17 .\ndrwxr-xr-x 20 root wheel 640 4 Aug 2024 ..\nlrwxr-xr-x 1 root wheel 1 20 Apr 19:47 Macintosh HD -> /\ndrwx------ 1 lukas staff 16384 11 Apr 15:46 Test\ndrwx------ 1 lukas staff 16384 22 Apr 10:24 Work\ndrwx------ 1 lukas staff 16384 19 Apr 18:36 screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes $ cd Test/screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe $ ll\ntotal 10687944\ndrwxrwxrwx 1 lukas staff 16384 21 Apr 10:47 .\ndrwx------ 1 lukas staff 16384 11 Apr 15:46 ..\n-rwxrwxrwx@ 1 lukas staff 6148 21 Apr 10:48 .DS_Store\n-rwxrwxrwx@ 1 lukas staff 4055343104 21 Apr 10:47 archive.db\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 10:48 data\n-rwxrwxrwx 1 lukas staff 1416806400 14 Apr 20:49 db.sqlite\ndrwxrwxrwx 1 lukas staff 16384 11 Apr 16:51 pipes\n-rwxrwxrwx@ 1 lukas staff 3250 11 Apr 17:00 screenpipe-day.sh\n-rwxrwxrwx 1 lukas staff 0 13 Apr 17:21 screenpipe.db\n-rwxrwxrwx 1 lukas staff 0 11 Apr 17:26 test_write\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe $ cd data \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe/data $ ll\ntotal 240\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 10:48 .\ndrwxrwxrwx 1 lukas staff 16384 21 Apr 10:47 ..\n-rwxrwxrwx@ 1 lukas staff 6148 22 Apr 18:17 .DS_Store\ndrwxrwxrwx@ 1 lukas staff 16384 15 Apr 09:59 2026-04-14\ndrwxrwxrwx@ 1 lukas staff 16384 16 Apr 09:13 2026-04-15\ndrwxrwxrwx@ 1 lukas staff 16384 17 Apr 08:57 2026-04-16\ndrwxrwxrwx@ 1 lukas staff 16384 18 Apr 13:35 2026-04-17\ndrwxrwxrwx@ 1 lukas staff 16384 21 Apr 09:10 2026-04-20\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny /Volumes/Test/screenpipe/data $ ~/.screenpipe/s","is_focused":true},{"role":"AXRadioButton","text":"DOCKER","depth":2,"bounds":{"left":0.0,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.004166667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"docker","depth":2,"bounds":{"left":0.12291667,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.12708333,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.24583334,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.25,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"✳ Build full day activity summary from Screenpipe (claude)","depth":2,"bounds":{"left":0.36875,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.37291667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"screenpipe\"","depth":2,"bounds":{"left":0.49166667,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.49583334,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.6145833,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.61875,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"APP (-zsh)","depth":2,"bounds":{"left":0.7375,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.7416667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"ec2-user@ip-10-30-159-186:~ (-zsh)","depth":2,"bounds":{"left":0.86041665,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.8645833,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌥⌘1","depth":1,"bounds":{"left":0.9548611,"top":0.032222223,"width":0.03888889,"height":0.018888889},"automation_id":"_NS:8","role_description":"text"},{"role":"AXStaticText","text":"-zsh","depth":1,"bounds":{"left":0.48819444,"top":0.033333335,"width":0.022916667,"height":0.017777778},"role_description":"text"}]...
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Last login: Tue Apr 21 09:09:08 on ttys010
Poetry Last login: Tue Apr 21 09:09:08 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
9.5G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd ~/.screenpipe/*
cd: too many arguments
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.2G /Users/lukas/.screenpipe/data
4.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
16M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
16K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
24K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-20
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ ll
total 1028152
drwxr-xr-x 194 lukas staff 6208 21 Apr 09:10 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
-rw-r--r-- 1 lukas staff 693554 20 Apr 09:20 compact_monitor_1_1776666027568.mp4
-rw-r--r-- 1 lukas staff 2292711 20 Apr 09:25 compact_monitor_1_1776666335423.mp4
-rw-r--r-- 1 lukas staff 3373751 20 Apr 09:30 compact_monitor_1_1776666644694.mp4
-rw-r--r-- 1 lukas staff 1141798 20 Apr 09:36 compact_monitor_1_1776666964111.mp4
-rw-r--r-- 1 lukas staff 1116735 20 Apr 09:41 compact_monitor_1_1776667280362.mp4
-rw-r--r-- 1 lukas staff 312074 20 Apr 09:46 compact_monitor_1_1776667610890.mp4
-rw-r--r-- 1 lukas staff 2540109 20 Apr 09:52 compact_monitor_1_1776667932459.mp4
-rw-r--r-- 1 lukas staff 4258007 20 Apr 09:58 compact_monitor_1_1776668266614.mp4
-rw-r--r-- 1 lukas staff 3672899 20 Apr 10:03 compact_monitor_1_1776668602756.mp4
-rw-r--r-- 1 lukas staff 6736829 20 Apr 10:18 compact_monitor_1_1776669493360.mp4
-rw-r--r-- 1 lukas staff 515278 20 Apr 10:28 compact_monitor_1_1776670108337.mp4
-rw-r--r-- 1 lukas staff 4563425 20 Apr 10:33 compact_monitor_1_1776670414205.mp4
-rw-r--r-- 1 lukas staff 2773923 20 Apr 10:38 compact_monitor_1_1776670720980.mp4
-rw-r--r-- 1 lukas staff 144316 20 Apr 10:43 compact_monitor_1_1776671028184.mp4
-rw-r--r-- 1 lukas staff 114593 20 Apr 10:48 compact_monitor_1_1776671337226.mp4
-rw-r--r-- 1 lukas staff 84061 20 Apr 10:54 compact_monitor_1_1776671645099.mp4
-rw-r--r-- 1 lukas staff 138837 20 Apr 10:59 compact_monitor_1_1776671948570.mp4
-rw-r--r-- 1 lukas staff 922928 20 Apr 11:04 compact_monitor_1_1776672259288.mp4
-rw-r--r-- 1 lukas staff 202502 20 Apr 11:09 compact_monitor_1_1776672573034.mp4
-rw-r--r-- 1 lukas staff 161221 20 Apr 11:14 compact_monitor_1_1776672880999.mp4
-rw-r--r-- 1 lukas staff 722270 20 Apr 11:19 compact_monitor_1_1776673195531.mp4
-rw-r--r-- 1 lukas staff 927507 20 Apr 11:25 compact_monitor_1_1776673511487.mp4
-rw-r--r-- 1 lukas staff 1946362 20 Apr 11:30 compact_monitor_1_1776673825191.mp4
-rw-r--r-- 1 lukas staff 2262449 20 Apr 11:35 compact_monitor_1_1776674135008.mp4
-rw-r--r-- 1 lukas staff 2673064 20 Apr 11:40 compact_monitor_1_1776674443695.mp4
-rw-r--r-- 1 lukas staff 3385935 20 Apr 11:45 compact_monitor_1_1776674753075.mp4
-rw-r--r-- 1 lukas staff 3970196 20 Apr 11:51 compact_monitor_1_1776675069567.mp4
-rw-r--r-- 1 lukas staff 180069 20 Apr 11:51 compact_monitor_1_1776675080259.mp4
-rw-r--r-- 1 lukas staff 183982 20 Apr 11:56 compact_monitor_1_1776675388576.mp4
-rw-r--r-- 1 lukas staff 2412845 20 Apr 12:01 compact_monitor_1_1776675694882.mp4
-rw-r--r-- 1 lukas staff 1852048 20 Apr 12:06 compact_monitor_1_1776676010514.mp4
-rw-r--r-- 1 lukas staff 4474440 20 Apr 12:11 compact_monitor_1_1776676315785.mp4
-rw-r--r-- 1 lukas staff 3041244 20 Apr 12:17 compact_monitor_1_1776676624932.mp4
-rw-r--r-- 1 lukas staff 953703 20 Apr 12:22 compact_monitor_1_1776676935457.mp4
-rw-r--r-- 1 lukas staff 204639 20 Apr 12:27 compact_monitor_1_1776677243573.mp4
-rw-r--r-- 1 lukas staff 1047573 20 Apr 12:32 compact_monitor_1_1776677555968.mp4
-rw-r--r-- 1 lukas staff 410146 20 Apr 12:37 compact_monitor_1_1776677869651.mp4
-rw-r--r-- 1 lukas staff 1097017 20 Apr 12:43 compact_monitor_1_1776678179263.mp4
-rw-r--r-- 1 lukas staff 649528 20 Apr 12:48 compact_monitor_1_1776678488504.mp4
-rw-r--r-- 1 lukas staff 620278 20 Apr 12:53 compact_monitor_1_1776678801739.mp4
-rw-r--r-- 1 lukas staff 1497201 20 Apr 12:58 compact_monitor_1_1776679110088.mp4
-rw-r--r-- 1 lukas staff 434578 20 Apr 13:03 compact_monitor_1_1776679419906.mp4
-rw-r--r-- 1 lukas staff 341751 20 Apr 13:08 compact_monitor_1_1776679730068.mp4
-rw-r--r-- 1 lukas staff 346717 20 Apr 13:14 compact_monitor_1_1776680038703.mp4
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lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-20 $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data $ cd ..
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:15] ========================================
[2026-04-21 10:40:15] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:15] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
[2026-04-21 10:40:15] ERROR: NAS not mounted at /Volumes/Test/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-04-20
[2026-04-21 10:40:39] ========================================
[2026-04-21 10:40:39] Screenpipe sync starting for: 2026-04-20
[2026-04-21 10:40:39] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (4.5G)
NAS mount: OK /Volumes/Test/screenpipe
Archive DB: exists (3.0G)
Data dir: OK (192 files, 501M)
[+00m03s] ▶ Counting source rows for 2026-04-20
frames: 9093
elements: 687142
ui_events: 9970
ocr_text: 5971
meetings: 2
[+00m03s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m04s] ▶ Syncing data for 2026-04-20
video_chunks ✓ 0m00s
frames (9093 rows) ✓ 1m20s
ocr_text (5971 rows) ✓ 0m48s
ui_events (9970 rows) ✓ 0m01s
elements (687142 rows) ✓ 0m48s
meetings (2 rows) ✓ 0m00s
[+03m01s] ▶ Updating FTS indexes
elements_fts ✓ 1m27s
frames_fts ✓ 2m10s
ui_events_fts ✓ 0m03s
[+06m41s] ▶ Verifying DB
frames: 9093 / 9093 ✓
elements: 687142 / 687142 ✓
ui_events: 9970 / 9970 ✓
ocr_text: 5971 / 5971 ✓
meetings: 2 / 2 ✓
[+07m44s] ▶ Copying data folder for 2026-04-20
rsync 2026-04-20/ → NAS ✓ 0m31s (192 files, 501M)
[2026-04-21 10:48:54] Archive DB size: 3.8G
[2026-04-21 10:48:54] Total time: 8m15s
[2026-04-21 10:48:54] Sync complete for 2026-04-20
[2026-04-21 10:48:54] ========================================
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
11G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
4.0K /Users/lukas/.screenpipe/config.json
5.6G /Users/lukas/.screenpipe/data
5.3G /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
5.0M /Users/lukas/.screenpipe/db.sqlite-wal
36K /Users/lukas/.screenpipe/pipes
132K /Users/lukas/.screenpipe/screenpipe.2026-04-09.0.log
96K /Users/lukas/.screenpipe/screenpipe.2026-04-11.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-12.0.log
72K /Users/lukas/.screenpipe/screenpipe.2026-04-13.0.log
160K /Users/lukas/.screenpipe/screenpipe.2026-04-14.0.log
172K /Users/lukas/.screenpipe/screenpipe.2026-04-15.0.log
196K /Users/lukas/.screenpipe/screenpipe.2026-04-16.0.log
204K /Users/lukas/.screenpipe/screenpipe.2026-04-17.0.log
64K /Users/lukas/.screenpipe/screenpipe.2026-04-18.0.log
352K /Users/lukas/.screenpipe/screenpipe.2026-04-20.0.log
708K /Users/lukas/.screenpipe/screenpipe.2026-04-21.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
28K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-status
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ cd data/data/2026-04-21
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe/data/data/2026-04-21 $ ll
total 907632
drwxr-xr-x 306 lukas staff 9792 21 Apr 20:18 .
drwxr-xr-x 14 lukas staff 448 21 Apr 09:09 ..
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.30868056,"top":0.125,"width":0.077430554,"height":0.054444443},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"bounds":{"left":0.30868056,"top":0.18777777,"width":0.074652776,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"bounds":{"left":0.30868056,"top":0.28111112,"width":0.10555556,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"bounds":{"left":0.30868056,"top":0.37444445,"width":0.108333334,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Happy to help draft a dedicated Security & Compliance section if useful.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"15 Apr","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Show thinking","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Gemini said","depth":20,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thank you for sharing the draft PRD for the","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". It looks like a highly strategic initiative to transition Jiminny from a standalone platform into a foundational data layer for AI-driven revenue workflows.","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Here is a quick breakdown of the document as it currently stands:","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Executive Summary","depth":23,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Executive Summary","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Objective:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build an MCP-based AI Knowledge Connector to expose Jiminny data (transcripts, summaries, deal context) to external AI tools like Claude, OpenAI, and Gemini.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Target Value:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Increases product stickiness, reduces manual data entry/copy-pasting, and achieves competitive parity with platforms like Gong and Avoma.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key Capabilities:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"* Call and deal-level data retrieval.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Semantic and keyword search.","depth":28,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pre-built prompts, workflows, and skills (e.g., deal inspection, objection analysis).","depth":28,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Current Bottlenecks & Discussions:","depth":26,"bounds":{"left":0.23159721,"top":0.0,"width":0.19097222,"height":0.022777777},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"James Graham has flagged several critical security and compliance considerations (auth modeling, data minimization, key lifecycle, rate limiting, and GDPR downstream processing). Galya has integrated some of these into the technical requirements but pushed back on the GDPR point, noting that customers already export this data manually or via standard APIs.","depth":26,"bounds":{"left":0.23159721,"top":0.0,"width":0.21875,"height":0.31166667},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Since you shared the document without a specific prompt, how would you like to proceed—would you like help drafting a response to Galya's GDPR question, refining the technical requirements based on James's feedback, or summarizing this into a pitch for stakeholders?","depth":24,"bounds":{"left":0.20729166,"top":0.25111112,"width":0.2375,"height":0.16722222},"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments...
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Objective Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows. Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"bounds":{"left":0.41805187,"top":0.19313647,"width":0.051861703,"height":0.11173184},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"bounds":{"left":0.36053857,"top":0.19553073,"width":0.019946808,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"bounds":{"left":0.41805187,"top":0.1963288,"width":0.03125,"height":0.038707104},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"bounds":{"left":0.41805187,"top":0.30806065,"width":0.010305851,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"bounds":{"left":0.41805187,"top":0.33040702,"width":0.043218084,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"bounds":{"left":0.41805187,"top":0.3527534,"width":0.04105718,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"bounds":{"left":0.41805187,"top":0.37509975,"width":0.016289894,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"bounds":{"left":0.41805187,"top":0.39744613,"width":0.024268618,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"bounds":{"left":0.41805187,"top":0.4197925,"width":0.051529255,"height":0.17278531},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"bounds":{"left":0.41805187,"top":0.59856343,"width":0.049700797,"height":0.10574621},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"bounds":{"left":0.41805187,"top":0.75458896,"width":0.033909574,"height":0.016759777},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"bounds":{"left":0.41805187,"top":0.7773344,"width":0.051030584,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"bounds":{"left":0.41805187,"top":0.8443735,"width":0.04637633,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"bounds":{"left":0.41805187,"top":0.9114126,"width":0.051363032,"height":0.0885874},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.41805187,"top":1.0,"width":0.03706782,"height":-0.0897845},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Trying to access private meeting - “Error: Access denied. 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This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. 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This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. 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Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. 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In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova...
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Objective Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows. Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"bounds":{"left":0.41805187,"top":0.19313647,"width":0.051861703,"height":0.11173184},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"bounds":{"left":0.36053857,"top":0.19553073,"width":0.019946808,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"bounds":{"left":0.41805187,"top":0.1963288,"width":0.03125,"height":0.038707104},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"bounds":{"left":0.41805187,"top":0.30806065,"width":0.010305851,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"bounds":{"left":0.41805187,"top":0.33040702,"width":0.043218084,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"bounds":{"left":0.41805187,"top":0.3527534,"width":0.04105718,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"bounds":{"left":0.41805187,"top":0.37509975,"width":0.016289894,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"bounds":{"left":0.41805187,"top":0.39744613,"width":0.024268618,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"bounds":{"left":0.41805187,"top":0.4197925,"width":0.051529255,"height":0.17278531},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"bounds":{"left":0.41805187,"top":0.59856343,"width":0.049700797,"height":0.10574621},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"bounds":{"left":0.41805187,"top":0.75458896,"width":0.033909574,"height":0.016759777},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"bounds":{"left":0.41805187,"top":0.7773344,"width":0.051030584,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"bounds":{"left":0.41805187,"top":0.8443735,"width":0.04637633,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"bounds":{"left":0.41805187,"top":0.9114126,"width":0.051363032,"height":0.0885874},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.41805187,"top":1.0,"width":0.03706782,"height":-0.0897845},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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-","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"get_deal_summary\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"deal_name\": \"ACME\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"responce:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"deal_name\": \"ACME\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"stage\": \"Negotiation\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"recent_activity\": [","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Demo call on 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The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. 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This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. 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Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. 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In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Attention","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"⚠️ Emerging MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Meeting data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM-linked context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI insights","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Sales assistant workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create snippets","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI sales assistant + CRM","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Strong CRM linkage","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Less focus on external knowledge layer","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Planhat -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Related content","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ask Jiminny Anything on Call level","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Hubspot app","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Product Vision & Strategy","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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5197246770639092577
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idle
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accessibility
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls...
|
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Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.30868056,"top":0.125,"width":0.077430554,"height":0.054444443},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"bounds":{"left":0.30868056,"top":0.18777777,"width":0.074652776,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"bounds":{"left":0.30868056,"top":0.28111112,"width":0.10555556,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"bounds":{"left":0.30868056,"top":0.37444445,"width":0.108333334,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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\"ACME\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"responce:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"deal_name\": \"ACME\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"stage\": \"Negotiation\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"recent_activity\": [","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Demo call on 2026-04-01\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Pricing discussion on 2026-04-03\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"],","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"risks\": [","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Pricing concerns\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Security review pending\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"], \"next_steps\": [","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Send follow-up to VP Sales\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"Share security documentation\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"]","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure the AI can easily understand the schema of the data coming from Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Models perform much better when tools have:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"clear names","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"rich descriptions","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"predictable schemas","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide clear, actionable error states for customers when MCP connections fail","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Error messages should guide agents toward solutions with specific suggestions and next steps.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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style","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"optional audience","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve transcript, metadata, and structured insights.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identify key topics, decisions, risks, and next steps.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Format output for the chosen audience.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Short or structured call summary with actions and risks","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Generate deal recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Prompt","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help reps and managers get a fast overview of a deal","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Summarise the current state of a deal based on recent calls and linked CRM context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal ID or account name","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"optional date range","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve calls and meetings linked to the deal.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pull deal metadata and CRM-linked context.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identify recent changes, blockers, risks, and next steps.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Summarise into a concise recap.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal recap with status, blockers, risks, and recommended next steps","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Prepare weekly recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Prompt","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help managers or reps review what changed over a time period","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Weekly recap of calls, themes, and actions for one rep, team, or account","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rep ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"team ID or account ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"time period","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve relevant calls and summaries for the selected time period.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Aggregate themes, action items, and changes.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Highlight notable risks, opportunities, and follow-ups.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Weekly recap with top themes, risks, opportunities, and actions","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Prepare deal review","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Workflow","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help reps and managers review deal status using multiple sources of context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Review a deal before pipeline review or forecast meeting","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"optional date range","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve all recent calls, emails, and meetings tied to the deal.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pull structured call summaries, score, action items, and key points.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pull linked CRM context such as stage, contacts, and account details.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Format into a review-ready structure.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal review document with current status, risks, stakeholders, blockers, and next steps","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Weekly team recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Workflow","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help managers monitor activity and risk across a group of reps or accounts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"End-of-week team summary for sales leadership","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"date range","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve calls and structured insights across the team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Group by rep, account, or deal.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identify recurring themes, major risks, strong calls, and missed follow-ups.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Highlight calls or deals that need attention.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team-level recap with patterns, key risks, notable wins, and action areas","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objection analysis across calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Workflow","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help teams identify patterns across multiple conversations","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Analyse pricing or competitor objections across recent calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Account ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"rep ID","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"keyword/topic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"date range","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Search calls matching the topic or keyword.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve summaries, transcripts, and snippets where relevant.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identify recurring objections and how they were handled.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Assess whether objections were resolved or remain open.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Summarise patterns and examples.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objection analysis with themes, frequency, examples, and suggested follow-up actions","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build onboarding playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Workflow","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help enablement teams curate useful learning content faster","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build a playlist of strong discovery, demo, or pricing calls for new hires","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Topic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"call type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"rep/team filter","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"optional time period","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Search for calls matching the selected criteria.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rank or filter calls based on score, topics, or key moments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identify useful snippets or full recordings.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Add selected calls/snippets into a playlist structure.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Generate short descriptions for each item.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Curated onboarding playlist with selected calls/snippets and descriptions","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal Inspection Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Give users a consistent, opinionated way to assess a deal","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude reviews a deal using a repeatable Jiminny methodology","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Deal ID or account name","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"optional review scope","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Determine whether the request is suitable for a deal inspection.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Apply a standard Jiminny review framework to assess deal health.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Present findings in a consistent structure with recommended actions.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Structured deal inspection with health assessment, red flags, and recommendations","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Manager Coaching Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help managers review calls consistently and identify coaching 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opportunities.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Apply a repeatable account review structure.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Summarise outcomes, open issues, and suggested next steps.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Structured QBR/account review summary with themes, risks, opportunities, and actions","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Snippet Builder Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Skill","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Help users consistently capture and label useful moments from calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.30868056,"top":0.125,"width":0.077430554,"height":0.054444443},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"bounds":{"left":0.30868056,"top":0.18777777,"width":0.074652776,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"bounds":{"left":0.30868056,"top":0.28111112,"width":0.10555556,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"bounds":{"left":0.30868056,"top":0.37444445,"width":0.108333334,"height":0.085},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. 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Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Show thinking","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Gemini said","depth":20,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thank you for sharing the draft PRD for the","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". It looks like a highly strategic initiative to transition Jiminny from a standalone platform into a foundational data layer for AI-driven revenue workflows.","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Here is a quick breakdown of the document as it currently stands:","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Executive Summary","depth":23,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Executive Summary","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Objective:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build an MCP-based AI Knowledge Connector to expose Jiminny data (transcripts, summaries, deal context) to external AI tools like Claude, OpenAI, and Gemini.","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Target Value:","depth":26,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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Objective Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows. Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product. 👤 Target user Revenue teams using AI tools (Sales, CS, RevOps) Companies already experimenting with Claude / OpenAI Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc) 🤕 Pain point or problem Jiminny data is locked in the platform AI tools lack access to high-value conversation context Customers must manually export/copy transcripts No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people Peer pressure as almost all competitors have this 💥 Impact and benefits For customers Better AI outputs using real customer conversations Ability to build automated workflows across tools For Jiminny Increased product stickiness (embedded in workflows) Competitive parity with Gong / Avoma etc. 💡 Solution ideas Build an AI Knowledge Connector (MCP-based) that: Exposes Jiminny data (calls, transcripts, metadata) to AI tools Provides structured insights (summaries, action items, scoring etc.) Supports deal-level context Allows integration into customer-owned AI stacks (Claude + Zapier, etc.) Success metrics List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets). Goal Metric Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows % of customers connecting external AI tools Number of MCP/API calls per customer - and which ones are being used the most Decrease the manual copying of transcripts decrease by X % User interaction and design Simple setup flow: Generate API key / connect MCP Clear instructions for Claude / Zapier setup Provide: Example prompts for Claude Pre-built workflow templates for Zapier Clear documentation - with use cases 👉 Focus: usable by non-technical users Detailed Requirements List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification. Requirement Importance Notes Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI) HIGH Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack Allow customers to access call data through AI tools HIGH Expose Jiminny data: list calls (filter by date, user, account, deal) get call get transcript (speaker-separated) get call metadata search calls (keyword + semantic) Support filtering by: account / contact/ lead / deal jiminny user date range Allow customers to search and query calls using AI tools HIGH Support keyword and semantic search across conversations Provide structured insights so customers can generate better outputs HIGH For each call, expose: Summary Action items Key points Activity type Notes Call Score CRM information Allow customers to understand deal status across multiple calls/emails HIGH For each deal expose: calls/meetings/emails Identified risks contacts related to the deal with their job title linked account details all CRM field information that we have in DI + fields used for CRM filling example - get_deal_summary request - { \"tool\": \"get_deal_summary\", \"arguments\": { \"deal_name\": \"ACME\" } } responce: { \"deal_name\": \"ACME\", \"stage\": \"Negotiation\", \"recent_activity\": [ \"Demo call on 2026-04-01\", \"Pricing discussion on 2026-04-03\" ], \"risks\": [ \"Pricing concerns\", \"Security review pending\" ], \"next_steps\": [ \"Send follow-up to VP Sales\", \"Share security documentation\" ] } Ensure the AI can easily understand the schema of the data coming from Jiminny HIGH Models perform much better when tools have: clear names rich descriptions predictable schemas Provide clear, actionable error states for customers when MCP connections fail HIGH Error messages should guide agents toward solutions with specific suggestions and next steps. Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.” Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.” Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.” Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.” Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.” Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.” No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.” Allow customers to securely control who and what data is accessible externally HIGH Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well. Private meetings shouldn’t be exposed via MCP HIGH When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP. Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows HIGH Ensure data is structured to be easily combined with: CRM (accounts, deals) external docs Use consistent identifiers: account IDs deal IDs MCP is available only for Scale tier and above HIGH Customers who are on Capture tier should be able to access any of their data through MCP. This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working. Provide visibility into how external AI tools access Jiminny data HIGH Audit logs: what data was accessed by which external system when identity - who made the request specific queries/filters used failed access attempts (especially cross-visibility-boundary attempts) Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it. example from Atlassian - Provide customers with example prompts to get started quickly HIGH MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments. See examples in table below. Expose Jiminny as a Connector in Claude medium Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny Provide customers with example workflows to get started quickly medium A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome. See examples in table below. Allow customers to use predefined Jiminny skills for common workflows medium Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job. Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com See examples in table below. Jiminny UI widget for OpenAI medium The reason to have this is to make certain Jiminny use cases much easier than pure chat. Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it. For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface. Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section. Allow customers to run long-running analyses asynchronously and retrieve progress/results low Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to: start the job let it run in the background return a status like “in progress” let the client come back for the result later For example - User asks in Claude: “Analyse all calls from this quarter and tell me the top 5 objections by segment.” That might require: searching lots of calls pulling many summaries/transcripts aggregating results Instead of making Claude wait 45+ seconds, Jiminny could: create an analysis job return: job_id = 123, status = running We need this in order to support: large-scale analysis multi-call aggregation across lots of data playlist generation across many calls heavy recap/report generation Creating a snippet through the MCP low Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team. example request: { \"tool\": \"create_snippet\", \"arguments\": { \"call_id\": \"call_123\", \"start_time\": \"00:18:24\", \"end_time\": \"00:19:10\", \"title\": \"Pricing objection\" } } example response: { \"snippet_id\": \"snip_987\", \"title\": \"Pricing objection\", \"share_url\": \"https://app.jiminny.com/snippets/snip_987\" } Ability to add recordings or snippets to a playlist low Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes Allow AI tools to read reusable Jiminny resources low fathom Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be: current deal snapshot account summary weekly rep recap approved talk tracks / objection handling guidance curated playlists or snippet libraries This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls. Ability to write coaching notes in Jiminny through MCP low What we want to do for prompts/worflows and skills Capability Type User value / job to be done Example Jiminny use case Inputs Steps performed Output Draft follow-up email Prompt Help reps quickly create tailored follow-ups after calls Use the latest customer call to draft an email with recap and next steps Call ID optional tone optional recipient type Retrieve call summary and action items from Jiminny. Pull key points, commitments, and next steps. Apply the chosen tone and structure. Draft the email in a consistent format. Customer-ready follow-up email draft Summarise call Prompt Help users quickly extract the most important points from a conversation Generate a concise summary of one call for internal or external use Call ID optional summary style optional audience Retrieve transcript, metadata, and structured insights. Identify key topics, decisions, risks, and next steps. Format output for the chosen audience. Short or structured call summary with actions and risks Generate deal recap Prompt Help reps and managers get a fast overview of a deal Summarise the current state of a deal based on recent calls and linked CRM context Deal ID or account name optional date range Retrieve calls and meetings linked to the deal. Pull deal metadata and CRM-linked context. Identify recent changes, blockers, risks, and next steps. Summarise into a concise recap. Deal recap with status, blockers, risks, and recommended next steps Prepare weekly recap Prompt Help managers or reps review what changed over a time period Weekly recap of calls, themes, and actions for one rep, team, or account Rep ID team ID or account ID time period Retrieve relevant calls and summaries for the selected time period. Aggregate themes, action items, and changes. Highlight notable risks, opportunities, and follow-ups. Weekly recap with top themes, risks, opportunities, and actions Prepare deal review Workflow Help reps and managers review deal status using multiple sources of context Review a deal before pipeline review or forecast meeting Deal ID optional date range Retrieve all recent calls, emails, and meetings tied to the deal. Pull structured call summaries, score, action items, and key points. Pull linked CRM context such as stage, contacts, and account details. Aggregate open risks, unresolved objections, stakeholder gaps, and next steps. Format into a review-ready structure. Deal review document with current status, risks, stakeholders, blockers, and next steps Weekly team recap Workflow Help managers monitor activity and risk across a group of reps or accounts End-of-week team summary for sales leadership Team ID date range Retrieve calls and structured insights across the team. Group by rep, account, or deal. Identify recurring themes, major risks, strong calls, and missed follow-ups. Highlight calls or deals that need attention. Team-level recap with patterns, key risks, notable wins, and action areas Objection analysis across calls Workflow Help teams identify patterns across multiple conversations Analyse pricing or competitor objections across recent calls Account ID deal ID rep ID keyword/topic date range Search calls matching the topic or keyword. Retrieve summaries, transcripts, and snippets where relevant. Identify recurring objections and how they were handled. Assess whether objections were resolved or remain open. Summarise patterns and examples. Objection analysis with themes, frequency, examples, and suggested follow-up actions Build onboarding playlist Workflow Help enablement teams curate useful learning content faster Build a playlist of strong discovery, demo, or pricing calls for new hires Topic call type rep/team filter optional time period Search for calls matching the selected criteria. Rank or filter calls based on score, topics, or key moments. Identify useful snippets or full recordings. Add selected calls/snippets into a playlist structure. Generate short descriptions for each item. Curated onboarding playlist with selected calls/snippets and descriptions Deal Inspection Skill Skill Give users a consistent, opinionated way to assess a deal Claude reviews a deal using a repeatable Jiminny methodology Deal ID or account name optional review scope Determine whether the request is suitable for a deal inspection. Retrieve relevant calls, summaries, CRM context, stakeholders, and risks. Apply a standard Jiminny review framework to assess deal health. Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs. Present findings in a consistent structure with recommended actions. Structured deal inspection with health assessment, red flags, and recommendations Manager Coaching Skill Skill Help managers review calls consistently and identify coaching moments Analyse a rep’s call and surface strengths, gaps, and examples for coaching Call ID optional rep ID optional coaching focus Retrieve transcript, score, summary, and key moments from the call. Evaluate the conversation against a coaching framework. Identify what went well and where the rep could improve. Suggest moments to clip as snippets. Recommend coaching actions or playlist additions. Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions CSM / QBR Prep Skill Skill Help CS or AM teams prepare structured customer reviews from conversations Generate an account review or QBR-style summary from recent customer interactions Account ID, optional time period Retrieve all recent calls, emails, and account-linked context. Aggregate themes, requests, blockers, sentiment shifts, and opportunities. Apply a repeatable account review structure. Summarise outcomes, open issues, and suggested next steps. Structured QBR/account review summary with themes, risks, opportunities, and actions Snippet Builder Skill Skill Help users consistently capture and label useful moments from calls Identify useful moments in a call and convert them into reusable snippets Call ID, optional focus area such as pricing, objection, competitor, discovery Retrieve transcript, recording timeline, and call insights. Detect moments matching the requested focus area. Propose snippet start/end times and titles. Tag snippets by type or theme. Optionally save them or add them to a playlist. One or more proposed or saved snippets with title, timing, and tags 💡 Technical details Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Open Questions Track unresolved issues or decisions that need to be made. Update as answers become available. Question Answer Date Answered Competitor research Competitor MCP Availability Core Capabilities Advanced Capabilities Positioning Key Strength Key Weakness Gong ✅ Mature MCP List/search calls Get transcripts get Call metadata Deal intelligence Scorecards, analytics CRM context Enterprise data layer Deep data + ecosystem integrations Limited opinionated AI workflows Avoma ✅ Mature MCP list_meetings get_meeting get_transcript key topics Deal fields/Deal level analysis Coaching/Scoring CRM context pushing insights into Notion / Confluence AI-ready meeting intelligence Strongest “outputs” layer Mostly pull-based interactions Fathom ✅ MCP list/search meetings get transcript get summary/action items Team/org context Webhooks (event-based triggers) get_weekly_recap aggregated action items across meetings creating webhooks directly from the MCP server Lightweight meeting data access Includes summaries + actions Limited analytics depth Grain ✅ Basic MCP get meetings download transcripts Notes Deals Scorecards Data access utility Simple + accessible Low sophistication, sometimes browser-based Outreach ⚠️ MCP (workflow-focused) Search sequences Emails Meetings (Kaia) account / prospect / opportunity lookups Workflow automation Multi-system orchestration Revenue workflow engine End-to-end GTM workflows Less depth in conversation data Attention ⚠️ Emerging MCP Meeting data Transcripts CRM-linked context AI insights Sales assistant workflows create snippets AI sales assistant + CRM Strong CRM linkage Less focus on external knowledge layer Planhat - Related content Ask Jiminny Anything on Call level Galya Dimitrova Hubspot app Galya Dimitrova Product Vision & Strategy Galya Dimitrova Automated CRM Filling Simona Georgieva (Deactivated) Competitive analysis Galya Dimitrova AI agent ideas Steliyan Georgiev Comments James Graham 9 Apr A few areas around Security & Compliance that need more depth before this moves beyond draft: Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate. Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped. No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this. GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up. Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users. Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns. Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this. Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate. Happy to help draft a dedicated Security & Compliance section if useful. Galya Dimitrova 15 Apr Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":21,"bounds":{"left":0.41805187,"top":0.19313647,"width":0.051861703,"height":0.11173184},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"bounds":{"left":0.36053857,"top":0.19553073,"width":0.019946808,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":23,"bounds":{"left":0.41805187,"top":0.1963288,"width":0.03125,"height":0.038707104},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Epic","depth":23,"bounds":{"left":0.41805187,"top":0.30806065,"width":0.010305851,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Link to Epik in Jira","depth":23,"bounds":{"left":0.41805187,"top":0.33040702,"width":0.043218084,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document status","depth":23,"bounds":{"left":0.41805187,"top":0.3527534,"width":0.04105718,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"DRAFT","depth":23,"bounds":{"left":0.41805187,"top":0.37509975,"width":0.016289894,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Objective","depth":23,"bounds":{"left":0.41805187,"top":0.39744613,"width":0.024268618,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.","depth":23,"bounds":{"left":0.41805187,"top":0.4197925,"width":0.051529255,"height":0.17278531},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.","depth":23,"bounds":{"left":0.41805187,"top":0.59856343,"width":0.049700797,"height":0.10574621},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"👤 Target user","depth":23,"bounds":{"left":0.41805187,"top":0.75458896,"width":0.033909574,"height":0.016759777},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Revenue teams using AI tools (Sales, CS, RevOps)","depth":23,"bounds":{"left":0.41805187,"top":0.7773344,"width":0.051030584,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Companies already experimenting with Claude / OpenAI","depth":23,"bounds":{"left":0.41805187,"top":0.8443735,"width":0.04637633,"height":0.061053474},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)","depth":23,"bounds":{"left":0.41805187,"top":0.9114126,"width":0.051363032,"height":0.0885874},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"🤕 Pain point or problem","depth":23,"bounds":{"left":0.41805187,"top":1.0,"width":0.03706782,"height":-0.0897845},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny data is locked in the platform","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"AI tools lack access to high-value conversation context","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers must manually export/copy transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No easy way to combine calls with CRM + docs + other info - 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This is not a data or permissions issue — please retry in a few minutes.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to securely control who and what data is accessible externally","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Private meetings shouldn’t be exposed via MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ensure data is structured to be easily combined with:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"CRM (accounts, deals)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"external docs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Use consistent identifiers:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"deal IDs","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP is available only for Scale tier and above","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Customers who are on Capture tier should be able to access any of their data through MCP.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide visibility into how external AI tools access Jiminny data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"what data was accessed by which external system when","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"identity - who made the request","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"specific queries/filters used","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"failed access attempts (especially cross-visibility-boundary attempts)","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example from Atlassian -","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example prompts to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"HIGH","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expose Jiminny as a Connector in Claude","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Provide customers with example workflows to get started quickly","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to use predefined Jiminny skills for common workflows","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"See examples in table below.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny UI widget for OpenAI","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"medium","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The reason to have this is to make certain Jiminny use cases much easier than pure chat.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to run long-running analyses asynchronously and retrieve progress/results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start the job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let it run in the background","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return a status like “in progress”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"let the client come back for the result later","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"For example - User asks in Claude:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"“Analyse all calls from this quarter and tell me the top 5 objections by segment.”","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"That might require:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"searching lots of calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pulling many summaries/transcripts","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"aggregating results","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of making Claude wait 45+ seconds, Jiminny could:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"create an analysis job","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"return: job_id = 123, status = running","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"We need this in order to support:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"large-scale analysis","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"multi-call aggregation across lots of data","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"playlist generation across many calls","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"heavy recap/report generation","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Creating a snippet through the MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example request:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"tool\": \"create_snippet\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"arguments\": {","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"call_id\": \"call_123\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"start_time\": \"00:18:24\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"end_time\": \"00:19:10\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"example response:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"{","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"snippet_id\": \"snip_987\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"title\": \"Pricing objection\",","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"\"share_url\": \"https://app.jiminny.com/snippets/snip_987\"","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"}","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to add recordings or snippets to a playlist","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Allow AI tools to read reusable Jiminny resources","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"fathom","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"current deal snapshot","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"account summary","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"weekly rep recap","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"approved talk tracks / objection handling guidance","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"curated playlists or snippet libraries","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Ability to write coaching notes in Jiminny through MCP","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"low","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"What we want to do for prompts/worflows and skills","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Capability","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Type","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User value / job to be done","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Example Jiminny use 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Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Team visibility enforcement should be its own HIGH requirement. The current note under access control (\"ensure MCP only exposes data user has access to\") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Audit logs should go deeper. Current spec (what data, which system, when) is a start. Add: identity behind the key, specific queries/filters used, and failed access attempts (especially cross-visibility-boundary attempts). Enterprise compliance teams will expect this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Downgrade handling. Doc says Scale tier and above, but doesn't say what happens on downgrade. Keys should auto-deactivate.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Happy to help draft a dedicated Security & Compliance section if useful.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Galya Dimitrova","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"15 Apr","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thanks for the input @James Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.","depth":23,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"bounds":{"left":0.46991357,"top":0.19313647,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"bounds":{"left":0.47523272,"top":0.3367917,"width":0.013297873,"height":0.031923383},"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show more options","depth":20,"bounds":{"left":0.47523272,"top":0.3312051,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Show thinking","depth":26,"bounds":{"left":0.3828125,"top":0.33918595,"width":0.030917553,"height":0.014764565},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Gemini said","depth":20,"bounds":{"left":0.3804854,"top":0.38068634,"width":0.0003324468,"height":0.0007980846},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"bounds":{"left":0.3804854,"top":0.38268158,"width":0.04105718,"height":0.01915403},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Thank you for sharing the draft PRD for the","depth":24,"bounds":{"left":0.3695146,"top":0.39026338,"width":0.10521942,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny MCP Connector","depth":24,"bounds":{"left":0.3695146,"top":0.41101357,"width":0.0625,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":". It looks like a highly strategic initiative to transition Jiminny from a standalone platform into a foundational data layer for AI-driven revenue workflows.","depth":24,"bounds":{"left":0.3695146,"top":0.41101357,"width":0.11319814,"height":0.07861133},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Here is a quick breakdown of the document as it currently stands:","depth":24,"bounds":{"left":0.3695146,"top":0.5067837,"width":0.11635638,"height":0.037110932},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Executive Summary","depth":23,"bounds":{"left":0.3695146,"top":0.56823623,"width":0.11635638,"height":0.01915403},"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Executive Summary","depth":24,"bounds":{"left":0.3695146,"top":0.5698324,"width":0.051363032,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Objective:","depth":26,"bounds":{"left":0.38115028,"top":0.5961692,"width":0.040392287,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Build an MCP-based AI Knowledge Connector to expose Jiminny data (transcripts, summaries, deal context) to external AI tools like Claude, OpenAI, and Gemini.","depth":26,"bounds":{"left":0.38115028,"top":0.5961692,"width":0.10472074,"height":0.09936153},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Target Value:","depth":26,"bounds":{"left":0.38115028,"top":0.70630485,"width":0.03374335,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Increases product stickiness, reduces manual data entry/copy-pasting, and achieves competitive parity with platforms like Gong and Avoma.","depth":26,"bounds":{"left":0.38115028,"top":0.70630485,"width":0.10305851,"height":0.07861133},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key Capabilities:","depth":26,"bounds":{"left":0.38115028,"top":0.79569036,"width":0.043550532,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"* Call and deal-level data retrieval.","depth":26,"bounds":{"left":0.38115028,"top":0.79569036,"width":0.09458112,"height":0.037110932},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Semantic and keyword search.","depth":28,"bounds":{"left":0.39145613,"top":0.8435754,"width":0.073803194,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pre-built prompts, workflows, and skills (e.g., deal inspection, objection analysis).","depth":28,"bounds":{"left":0.39145613,"top":0.8707103,"width":0.08976064,"height":0.057861134},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Current Bottlenecks & Discussions:","depth":26,"bounds":{"left":0.38115028,"top":0.9393456,"width":0.09142287,"height":0.016360734},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"James Graham has flagged several critical security and compliance considerations (auth modeling, data minimization, key lifecycle, rate limiting, and GDPR downstream processing). Galya has integrated some of these into the technical requirements but pushed back on the GDPR point, noting that customers already export this data manually or via standard APIs.","depth":26,"bounds":{"left":0.38115028,"top":0.9393456,"width":0.10472074,"height":0.0606544},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Since you shared the document without a specific prompt, how would you like to proceed—would you like help drafting a response to Galya's GDPR question, refining the technical requirements based on James's feedback, or summarizing this into a pitch for stakeholders?","depth":24,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXTextArea","text":"Enter a prompt for Gemini\nencrypted","depth":20,"bounds":{"left":0.37416887,"top":0.8104549,"width":0.10638298,"height":0.01915403},"value":"Enter a prompt for Gemini\nencrypted","help_text":"","role_description":"text entry area","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Enter a prompt for Gemini","depth":21,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"encrypted","depth":21,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Open upload file menu","depth":20,"bounds":{"left":0.37017953,"top":0.8447725,"width":0.013297873,"height":0.031923383},"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tools","depth":18,"bounds":{"left":0.38613698,"top":0.8447725,"width":0.013297873,"height":0.031923383},"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open mode picker","depth":20,"bounds":{"left":0.4431516,"top":0.8439745,"width":0.026097074,"height":0.031923383},"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Pro","depth":23,"bounds":{"left":0.44847074,"top":0.8527534,"width":0.007480053,"height":0.014764565},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXCheckBox","text":"Microphone","depth":19,"bounds":{"left":0.47124335,"top":0.8439745,"width":0.013297873,"height":0.031923383},"role_description":"toggle button","subrole":"AXToggle","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Your Jiminny chats aren’t used to improve our models. Gemini is AI and can make mistakes, including about people.","depth":17,"bounds":{"left":0.3665226,"top":0.896249,"width":0.12167553,"height":0.025139665},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Your privacy & Gemini Opens in a new window","depth":17,"bounds":{"left":0.40724733,"top":0.92178774,"width":0.040226065,"height":0.012370312},"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Your privacy & Gemini","depth":18,"bounds":{"left":0.40724733,"top":0.92178774,"width":0.040226065,"height":0.012370312},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Opens in a new window","depth":19,"bounds":{"left":0.36053857,"top":0.92098963,"width":0.043218084,"height":0.012370312},"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] Graham . I made the product related changes in the table and for the rest I left them as a note in the Technical section for the team to look at when they start looking at this. I wonder about your points related to GDPR. Currently multiple customers are using the Customer API/zapier to feed this data to AI and BI tools. They are also manually exporting transcripts and other information from the platform and feeding it to AI tools. I don’t get how MCP is so much different that all of these and why it will introduce new data processors (which are already being utilised) and would require any changes to the consent provided by participants.
You said
Jiminny MCP Connector
Epic
Link to Epik in Jira
Document status
DRAFT
Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a data layer for AI-driven revenue workflows, not just a standalone product.
👤 Target user
Revenue teams using AI tools (Sales, CS, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
Build an AI Knowledge Connector (MCP-based) that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides structured insights (summaries, action items, scoring etc.)
Supports deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
Metric
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of MCP/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
User interaction and design
Simple setup flow:
Generate API key / connect MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus: usable by non-technical users
Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
Importance
Notes
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide MCP endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in DI + fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",
"stage": "Negotiation",
"recent_activity": [
"Demo call on 2026-04-01",
"Pricing discussion on 2026-04-03"
],
"risks": [
"Pricing concerns",
"Security review pending"
], "next_steps": [
"Send follow-up to VP Sales",
"Share security documentation"
]
}
Ensure the AI can easily understand the schema of the data coming from Jiminny
HIGH
Models perform much better when tools have:
clear names
rich descriptions
predictable schemas
Provide clear, actionable error states for customers when MCP connections fail
HIGH
Error messages should guide agents toward solutions with specific suggestions and next steps.
Expired or revoked key — “Error: Authentication failed. The API key used to access Jiminny has been revoked or has expired. Please ask your Jiminny admin to generate a new API key in Settings > Organization > General and reconnect the MCP server.”
Rate limit hit — “Error: Rate limit exceeded. Too many requests have been made to the Jiminny MCP server in a short period. Please wait 60 seconds before retrying.”
Permissions mismatch — if a user tries to access data outside their team visibility settings - “Error: Access denied. The requested call (call_id: [X]) is outside your team's visibility settings in Jiminny. Only calls within your permitted scope are accessible.”
Trying to access private meeting - “Error: Access denied. This meeting has been marked as private by the host and cannot be accessed through the MCP connector. Try requesting a different call or ask the meeting host to change the visibility settings in Jiminny.”
Downgraded/Capture account — if a customer's plan drops below Scale tier or the Customer is on Capture in the first place - “Error: MCP access unavailable. The Jiminny MCP connector is available on the Scale plan and above. Your account does not currently have an active Scale subscription.”
Jiminny-side outage — “Error:Jiminny is temporarily unavailable (status 503). This is not a data or permissions issue — please retry in a few minutes.”
No data found - “Error:No calls found matching your criteria. Try adjusting your filters — for example, widening the date range, removing the account filter, or checking the rep name is spelled correctly in Jiminny.”
Allow customers to securely control who and what data is accessible externally
HIGH
Ensure MCP only exposes data user has access to - based on team visibility settings. This means that if a user is not allow to access calls/deals in Jiminny UI then they shouldn’t be able to access those through the MCP as well.
Private meetings shouldn’t be exposed via MCP
HIGH
When a meetings is set to Private then the information about it shouldn’t be exposed through the MCP.
Ensure Jiminny data can be combined with other sources (e.g. CRM, docs) in AI workflows
HIGH
Ensure data is structured to be easily combined with:
CRM (accounts, deals)
external docs
Use consistent identifiers:
account IDs
deal IDs
MCP is available only for Scale tier and above
HIGH
Customers who are on Capture tier should be able to access any of their data through MCP.
This should also cover the scenario when a customer has been on Scale but then downgrades to Capture - their MCP access should stop working.
Provide visibility into how external AI tools access Jiminny data
HIGH
Audit logs:
what data was accessed by which external system when
identity - who made the request
specific queries/filters used
failed access attempts (especially cross-visibility-boundary attempts)
Admins should be able to access the logs from the org settings.We can start with a csv export before building a specific page for it.
example from Atlassian -
Provide customers with example prompts to get started quickly
HIGH
MCP prompts are explicitly defined as prompt templates that clients can discover and call with arguments.
See examples in table below.
Expose Jiminny as a Connector in Claude
medium
Competitors like Fathom are listed as Connectors in Claude. This will make it easier for customers to find us and to connect Jiminny
Provide customers with example workflows to get started quickly
medium
A workflow is usually multiple steps, maybe multiple tools, still focused on one outcome.
See examples in table below.
Allow customers to use predefined Jiminny skills for common workflows
medium
Anthropic describes Skills as folders that include instructions, scripts, and resources that Claude can load when relevant, and as a way to teach Claude repeatable workflows, preferences, and domain expertise once instead of re-explaining them every time. Skills - a reusable package of behavior that can include prompts, instructions, resources, and sometimes scripts/tools for a broader job.
Claude skills - https://resources.anthropic.com/hubfs/The-Complete-Guide-to-Building-Skill-for-Claude.pdf?hsLang=en&utm_source=chatgpt.com
See examples in table below.
Jiminny UI widget for OpenAI
medium
The reason to have this is to make certain Jiminny use cases much easier than pure chat.
Instead of ChatGPT only replying with text like “Here are the last 5 ACME calls,” it could also show a visual Jiminny card or mini-app inside the chat. That widget could list calls, show a deal summary, let the user filter by rep/date/account, open a transcript section, or save a snippet—while the conversation continues in normal chat alongside it.
For Jiminny, the best widget use cases are the ones where users need to browse or compare rather than ask one-off questions. A strong example is deal review: the user asks ChatGPT, “What is the status of the ACME deal?” ChatGPT calls your Jiminny MCP tools, and the widget shows a compact deal view with recent calls, risks, next steps, stakeholders, and links to transcripts/snippets. The chat can still summarize the answer in words, but the widget gives a clearer, scannable interface.
Another good Jiminny widget use case is call search and exploration. A text answer can say “I found 12 calls mentioning pricing objections,” but a widget could show a sortable list with date, rep, account, score, and objection count, then let the user click into one call to see the exact excerpt or jump to a transcript section.
Allow customers to run long-running analyses asynchronously and retrieve progress/results
low
Some requests/questions require analysis of Hugh volumes of data. For those, it may be better to:
start the job
let it run in the background
return a status like “in progress”
let the client come back for the result later
For example - User asks in Claude:
“Analyse all calls from this quarter and tell me the top 5 objections by segment.”
That might require:
searching lots of calls
pulling many summaries/transcripts
aggregating results
Instead of making Claude wait 45+ seconds, Jiminny could:
create an analysis job
return: job_id = 123, status = running
We need this in order to support:
large-scale analysis
multi-call aggregation across lots of data
playlist generation across many calls
heavy recap/report generation
Creating a snippet through the MCP
low
Create a shareable snippet from a call recording by specifying a time range. Useful for highlighting key moments — objection handling, pricing discussions, competitive mentions — and sharing them with your team.
example request:
{
"tool": "create_snippet",
"arguments": {
"call_id": "call_123",
"start_time": "00:18:24",
"end_time": "00:19:10",
"title": "Pricing objection"
}
}
example response:
{
"snippet_id": "snip_987",
"title": "Pricing objection",
"share_url": "https://app.jiminny.com/snippets/snip_987"
}
Ability to add recordings or snippets to a playlist
low
Allow customers to create libraries of calls automatically. They can use those for onboarding or other purposes
Allow AI tools to read reusable Jiminny resources
low
fathom
Resources are useful for data that should be read consistently rather than recomputed every time. In Jiminny terms, that could be:
current deal snapshot
account summary
weekly rep recap
approved talk tracks / objection handling guidance
curated playlists or snippet libraries
This is useful because an AI can consume these directly as context, instead of repeatedly stitching together many tool calls.
Ability to write coaching notes in Jiminny through MCP
low
What we want to do for prompts/worflows and skills
Capability
Type
User value / job to be done
Example Jiminny use case
Inputs
Steps performed
Output
Draft follow-up email
Prompt
Help reps quickly create tailored follow-ups after calls
Use the latest customer call to draft an email with recap and next steps
Call ID
optional tone
optional recipient type
Retrieve call summary and action items from Jiminny.
Pull key points, commitments, and next steps.
Apply the chosen tone and structure.
Draft the email in a consistent format.
Customer-ready follow-up email draft
Summarise call
Prompt
Help users quickly extract the most important points from a conversation
Generate a concise summary of one call for internal or external use
Call ID
optional summary style
optional audience
Retrieve transcript, metadata, and structured insights.
Identify key topics, decisions, risks, and next steps.
Format output for the chosen audience.
Short or structured call summary with actions and risks
Generate deal recap
Prompt
Help reps and managers get a fast overview of a deal
Summarise the current state of a deal based on recent calls and linked CRM context
Deal ID or account name
optional date range
Retrieve calls and meetings linked to the deal.
Pull deal metadata and CRM-linked context.
Identify recent changes, blockers, risks, and next steps.
Summarise into a concise recap.
Deal recap with status, blockers, risks, and recommended next steps
Prepare weekly recap
Prompt
Help managers or reps review what changed over a time period
Weekly recap of calls, themes, and actions for one rep, team, or account
Rep ID
team ID or account ID
time period
Retrieve relevant calls and summaries for the selected time period.
Aggregate themes, action items, and changes.
Highlight notable risks, opportunities, and follow-ups.
Weekly recap with top themes, risks, opportunities, and actions
Prepare deal review
Workflow
Help reps and managers review deal status using multiple sources of context
Review a deal before pipeline review or forecast meeting
Deal ID
optional date range
Retrieve all recent calls, emails, and meetings tied to the deal.
Pull structured call summaries, score, action items, and key points.
Pull linked CRM context such as stage, contacts, and account details.
Aggregate open risks, unresolved objections, stakeholder gaps, and next steps.
Format into a review-ready structure.
Deal review document with current status, risks, stakeholders, blockers, and next steps
Weekly team recap
Workflow
Help managers monitor activity and risk across a group of reps or accounts
End-of-week team summary for sales leadership
Team ID
date range
Retrieve calls and structured insights across the team.
Group by rep, account, or deal.
Identify recurring themes, major risks, strong calls, and missed follow-ups.
Highlight calls or deals that need attention.
Team-level recap with patterns, key risks, notable wins, and action areas
Objection analysis across calls
Workflow
Help teams identify patterns across multiple conversations
Analyse pricing or competitor objections across recent calls
Account ID
deal ID
rep ID
keyword/topic
date range
Search calls matching the topic or keyword.
Retrieve summaries, transcripts, and snippets where relevant.
Identify recurring objections and how they were handled.
Assess whether objections were resolved or remain open.
Summarise patterns and examples.
Objection analysis with themes, frequency, examples, and suggested follow-up actions
Build onboarding playlist
Workflow
Help enablement teams curate useful learning content faster
Build a playlist of strong discovery, demo, or pricing calls for new hires
Topic
call type
rep/team filter
optional time period
Search for calls matching the selected criteria.
Rank or filter calls based on score, topics, or key moments.
Identify useful snippets or full recordings.
Add selected calls/snippets into a playlist structure.
Generate short descriptions for each item.
Curated onboarding playlist with selected calls/snippets and descriptions
Deal Inspection Skill
Skill
Give users a consistent, opinionated way to assess a deal
Claude reviews a deal using a repeatable Jiminny methodology
Deal ID or account name
optional review scope
Determine whether the request is suitable for a deal inspection.
Retrieve relevant calls, summaries, CRM context, stakeholders, and risks.
Apply a standard Jiminny review framework to assess deal health.
Look for missing next steps, unresolved objections, stakeholder gaps, and warning signs.
Present findings in a consistent structure with recommended actions.
Structured deal inspection with health assessment, red flags, and recommendations
Manager Coaching Skill
Skill
Help managers review calls consistently and identify coaching moments
Analyse a rep’s call and surface strengths, gaps, and examples for coaching
Call ID
optional rep ID
optional coaching focus
Retrieve transcript, score, summary, and key moments from the call.
Evaluate the conversation against a coaching framework.
Identify what went well and where the rep could improve.
Suggest moments to clip as snippets.
Recommend coaching actions or playlist additions.
Coaching review with strengths, gaps, snippet suggestions, and recommended coaching actions
CSM / QBR Prep Skill
Skill
Help CS or AM teams prepare structured customer reviews from conversations
Generate an account review or QBR-style summary from recent customer interactions
Account ID, optional time period
Retrieve all recent calls, emails, and account-linked context.
Aggregate themes, requests, blockers, sentiment shifts, and opportunities.
Apply a repeatable account review structure.
Summarise outcomes, open issues, and suggested next steps.
Structured QBR/account review summary with themes, risks, opportunities, and actions
Snippet Builder Skill
Skill
Help users consistently capture and label useful moments from calls
Identify useful moments in a call and convert them into reusable snippets
Call ID, optional focus area such as pricing, objection, competitor, discovery
Retrieve transcript, recording timeline, and call insights.
Detect moments matching the requested focus area.
Propose snippet start/end times and titles.
Tag snippets by type or theme.
Optionally save them or add them to a playlist.
One or more proposed or saved snippets with title, timing, and tags
💡 Technical details
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's active key is a data leak. Need: revocation, optional expiry, alerts on stale keys, and consider whether keys should be tied to service accounts rather than personal users.
Rate limiting should be HIGH. A compromised key or misconfigured automation could bulk-export an entire customer's call history. Need per-key rate limits and anomaly detection on unusual access patterns.
Open Questions
Track unresolved issues or decisions that need to be made. Update as answers become available.
Question
Answer
Date Answered
Competitor research
Competitor
MCP Availability
Core Capabilities
Advanced Capabilities
Positioning
Key Strength
Key Weakness
Gong
✅ Mature MCP
List/search calls
Get transcripts
get Call metadata
Deal intelligence
Scorecards, analytics
CRM context
Enterprise data layer
Deep data + ecosystem integrations
Limited opinionated AI workflows
Avoma
✅ Mature MCP
list_meetings
get_meeting
get_transcript
key topics
Deal fields/Deal level analysis
Coaching/Scoring
CRM context
pushing insights into Notion / Confluence
AI-ready meeting intelligence
Strongest “outputs” layer
Mostly pull-based interactions
Fathom
✅ MCP
list/search meetings
get transcript
get summary/action items
Team/org context
Webhooks (event-based triggers)
get_weekly_recap
aggregated action items across meetings
creating webhooks directly from the MCP server
Lightweight meeting data access
Includes summaries + actions
Limited analytics depth
Grain
✅ Basic MCP
get meetings
download transcripts
Notes
Deals
Scorecards
Data access utility
Simple + accessible
Low sophistication, sometimes browser-based
Outreach
⚠️ MCP (workflow-focused)
Search sequences
Emails
Meetings (Kaia)
account / prospect / opportunity lookups
Workflow automation
Multi-system orchestration
Revenue workflow engine
End-to-end GTM workflows
Less depth in conversation data
Attention
⚠️ Emerging MCP
Meeting data
Transcripts
CRM-linked context
AI insights
Sales assistant workflows
create snippets
AI sales assistant + CRM
Strong CRM linkage
Less focus on external knowledge layer
Planhat -
Related content
Ask Jiminny Anything on Call level
Galya Dimitrova
Hubspot app
Galya Dimitrova
Product Vision & Strategy
Galya Dimitrova
Automated CRM Filling
Simona Georgieva (Deactivated)
Competitive analysis
Galya Dimitrova
AI agent ideas
Steliyan Georgiev
Comments
James Graham
9 Apr
A few areas around Security & Compliance that need more depth before this moves beyond draft:
Auth model needs specifying. Are API keys scoped per user, per team, or per Jiminny instance? If a key is generated by an admin, does it inherit their visibility level, or provide org-wide? Are permissions evaluated at query time or frozen at key creation? Needs to be query-time, otherwise permission changes won't propagate.
Team visibility enforcement should be its own HIGH requirement. The current note under access control ("ensure MCP only exposes data user has access to") is doing too much work as a single line. Every MCP tool response (especially search_calls and deal-level aggregations) must be filtered through the same visibility engine as the UI. Semantic search is the riskiest here; it could surface results across team boundaries if not properly scoped.
No data minimisation or scoping controls. We're exposing transcripts, CRM fields, contact details with job titles, deal context - significant PII and commercial data leaving the platform. Can customers configure which data types are exposed? Can transcripts be PII-stripped before they leave Jiminny? Given we position GDPR consent as a differentiator, we should be thinking about this.
GDPR downstream processing is unaddressed. Piping transcripts to OpenAI/Gemini introduces new data processors. Customers need to acknowledge responsibility for downstream processing during setup. We should also consider whether call participants' recording consent covers onward sharing to third-party AI - it almost certainly doesn't by default. This is one for me to pick up.
Key lifecycle management is missing. No mention of rotation, expiry, or revocation. A departed employee's acti...
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JY-9712 | change nudges schema by nikolaybiaivanov JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
github.com
Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
[JY-20372] AI Reports > Empty page design and promotion - Jira
[JY-20372] AI Reports > Empty page design and promotion - Jira
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Jiminny
Jiminny
Workers | Datadog
Workers | Datadog
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Jiminny
Jiminny
CloudWatch | us-east-2
CloudWatch | us-east-2
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Close tab
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
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JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Architecture overview - Model Context Protocol
Architecture overview - Model Context Protocol
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
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Ask Jiminny for Open and Closed Deals
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Ask Jiminny Anything on Deal level
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Jiminny MCP Connector
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Jiminny MCP Connector
Jiminny MCP Connector
Jiminny MCP Connector
By Galya Dimitrova
By Galya Dimitrova
Read time 12 min
12 min
Views 14
14
Add a reaction
Add a reaction
Epic
Link to Epik in Jira
Document status
DRAFT
Epic
Document status
Link to Epik in Jira
DRAFT
Change emoji Objective
Objective
Change emoji Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a
data layer for AI-driven revenue workflows
, not just a standalone product.
👤 Target user
👤 Target user
👤 Target user
Revenue teams using AI tools (Sales,
CS
, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
🤕
🤕
Pain point or problem
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
💥
💥
Impact and benefits
💥 Impact and benefits
For customers
For customers
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
For Jiminny
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
💡
💡
Solution ideas
💡 Solution ideas
Build an
AI Knowledge Connector (
MCP
-based)
that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides
structured insights
(summaries, action items, scoring etc.)
Supports
deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Change emoji Success metrics
Success metrics
Change emoji Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
No sort applied to the column
Metric
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
Goal
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
Decrease the manual copying of transcripts
Metric
No sort applied to the column
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
decrease by X %
Change emoji User interaction and design
User interaction and design
Change emoji User interaction and design
Simple setup flow:
Generate API key / connect
MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus:
usable by non-technical users
Change emoji Detailed Requirements
Detailed Requirements
Change emoji Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
No sort applied to the column
Importance
No sort applied to the column
Notes
No sort applied to the column
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide
MCP
endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in
DI
+ fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",...
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JY-9712 | change nudges schema by nikolaybiaivanov JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
github.com
Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
[JY-20372] AI Reports > Empty page design and promotion - Jira
[JY-20372] AI Reports > Empty page design and promotion - Jira
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Jiminny
Jiminny
Workers | Datadog
Workers | Datadog
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Jiminny
Jiminny
CloudWatch | us-east-2
CloudWatch | us-east-2
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
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JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
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JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Architecture overview - Model Context Protocol
Architecture overview - Model Context Protocol
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
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Jiminny MCP Connector
Desktop app to record a meetings without visible Notetaker
Desktop app to record a meetings without visible Notetaker
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Jiminny MCP Connector
Updated 10m ago
Updated 10m ago
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Jiminny MCP Connector
Jiminny MCP Connector
Jiminny MCP Connector
By Galya Dimitrova
By Galya Dimitrova
Read time 12 min
12 min
Views 14
14
Add a reaction
Add a reaction
Epic
Link to Epik in Jira
Document status
DRAFT
Epic
Document status
Link to Epik in Jira
DRAFT
Change emoji Objective
Objective
Change emoji Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a
data layer for AI-driven revenue workflows
, not just a standalone product.
👤 Target user
👤 Target user
👤 Target user
Revenue teams using AI tools (Sales,
CS
, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
🤕
🤕
Pain point or problem
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
💥
💥
Impact and benefits
💥 Impact and benefits
For customers
For customers
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
For Jiminny
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
💡
💡
Solution ideas
💡 Solution ideas
Build an
AI Knowledge Connector (
MCP
-based)
that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides
structured insights
(summaries, action items, scoring etc.)
Supports
deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Change emoji Success metrics
Success metrics
Change emoji Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
No sort applied to the column
Metric
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
Goal
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
Decrease the manual copying of transcripts
Metric
No sort applied to the column
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
decrease by X %
Change emoji User interaction and design
User interaction and design
Change emoji User interaction and design
Simple setup flow:
Generate API key / connect
MCP
Clear instructions for Claude / Zapier setup
Provide:
Example prompts for Claude
Pre-built workflow templates for Zapier
Clear documentation - with use cases
👉 Focus:
usable by non-technical users
Change emoji Detailed Requirements
Detailed Requirements
Change emoji Detailed Requirements
List the functional and non-functional requirements. Prioritize them (e.g., High, Medium, Low) and add notes for clarification.
Requirement
No sort applied to the column
Importance
No sort applied to the column
Notes
No sort applied to the column
Allow customers to connect Jiminny to their AI tools (e.g. Claude, OpenAI)
HIGH
Provide
MCP
endpoint so customers can easily integrate Jiminny into their AI stack
Allow customers to access call data through AI tools
HIGH
Expose Jiminny data:
list calls (filter by date, user, account, deal)
get call
get transcript (speaker-separated)
get call metadata
search calls (keyword + semantic)
Support filtering by:
account / contact/ lead / deal
jiminny user
date range
Allow customers to search and query calls using AI tools
HIGH
Support keyword and semantic search across conversations
Provide structured insights so customers can generate better outputs
HIGH
For each call, expose:
Summary
Action items
Key points
Activity type
Notes
Call Score
CRM information
Allow customers to understand deal status across multiple calls/emails
HIGH
For each deal expose:
calls/meetings/emails
Identified risks
contacts related to the deal with their job title
linked account details
all CRM field information that we have in
DI
+ fields used for CRM filling
example - get_deal_summary
request -
{
"tool": "get_deal_summary",
"arguments": {
"deal_name": "ACME"
}
}
responce:
{
"deal_name": "ACME",...
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Jiminny MCP Connector - Product - Confluence — Wor Jiminny MCP Connector - Product - Confluence — Work...
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jiminny.atlassian.net/wiki/spaces/PROD/pages/37282 jiminny.atlassian.net/wiki/spaces/PROD/pages/3728244737/Jiminny+MCP+Connector...
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JY-9712 | change nudges schema by nikolaybiaivanov JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
github.com
Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
[JY-20372] AI Reports > Empty page design and promotion - Jira
[JY-20372] AI Reports > Empty page design and promotion - Jira
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Jiminny
Jiminny
Workers | Datadog
Workers | Datadog
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Jiminny
Jiminny
CloudWatch | us-east-2
CloudWatch | us-east-2
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Close tab
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
Close tab
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Architecture overview - Model Context Protocol
Architecture overview - Model Context Protocol
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
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Product Strategy 2025+ Change emoji
Product Strategy 2025+
Product Strategy 2025+
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Competitive analysis
Competitive analysis
Ways of working - Product processes Change emoji
Ways of working - Product processes
Ways of working - Product processes
Core Product Performance Metrics 📈
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📈
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Product Documentation Change emoji
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Change emoji Activity Export
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Change emoji Autologging activities
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Deal Insights - Multiple currencies
Deal Insights - Multiple currencies
Reinvent Themes & Topics (and ACS)
Reinvent Themes & Topics (and ACS)
Change emoji Billing Portal
Billing Portal
Change emoji Upload Video/Audio Recordings
Upload Video/Audio Recordings
White-Label Jiminny Instance
White-Label Jiminny Instance
Win/Loss Analysis for a Deal
Win/Loss Analysis for a Deal
Change emoji Hubspot app
Hubspot app
Change emoji Automatically hard delete data for churned customers
Automatically hard delete data for churned customers
Change emoji Ask Jiminny Anything on Call level
Ask Jiminny Anything on Call level
Change emoji Ask Jiminny for Open and Closed Deals
Ask Jiminny for Open and Closed Deals
Change emoji Ask Jiminny Anything on Deal level
Ask Jiminny Anything on Deal level
Change emoji Automatically record all calendar meetings
Automatically record all calendar meetings
Change emoji Product Tiering
Product Tiering
Change emoji Recording Consent
Recording Consent
Change emoji Automated CRM Filling
Automated CRM Filling
Change emoji Automated Exec Reports
Automated Exec Reports
Change emoji Auto-detect Activity Type
Auto-detect Activity Type
AI Signals & Alerts
AI Signals & Alerts
Change emoji AJA on Anything
AJA on Anything
Change emoji AI Call Scoring
AI Call Scoring
Jiminny MCP Connector
Jiminny MCP Connector
Desktop app to record a meetings without visible Notetaker
Desktop app to record a meetings without visible Notetaker
Feedback Change emoji
Feedback
Feedback
Research & User Feedback Change emoji
Research & User Feedback
Research & User Feedback
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Jiminny MCP Connector
Updated 10m ago
Updated 10m ago
Edit this content
Edit
Share, Open - Anyone in the space can edit
Share
Copy link
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More actions
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Jiminny MCP Connector
Jiminny MCP Connector
Jiminny MCP Connector
By Galya Dimitrova
By Galya Dimitrova
Read time 12 min
12 min
Views 14
14
Add a reaction
Add a reaction
Epic
Link to Epik in Jira
Document status
DRAFT
Epic
Document status
Link to Epik in Jira
DRAFT
Change emoji Objective
Objective
Change emoji Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a
data layer for AI-driven revenue workflows
, not just a standalone product.
👤 Target user
👤 Target user
👤 Target user
Revenue teams using AI tools (Sales,
CS
, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
🤕
🤕
Pain point or problem
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
💥
💥
Impact and benefits
💥 Impact and benefits
For customers
For customers
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
For Jiminny
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
💡
💡
Solution ideas
💡 Solution ideas
Build an
AI Knowledge Connector (
MCP
-based)
that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides
structured insights
(summaries, action items, scoring etc.)
Supports
deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Change emoji Success metrics
Success metrics
Change emoji Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
No sort applied to the column
Metric
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
Goal
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
Decrease the manual copying of transcripts
Metric
No sort applied to the column
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
decrease by X %...
|
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JY-9712 | change nudges schema by nikolaybiaivanov JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
github.com
Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
[JY-20372] AI Reports > Empty page design and promotion - Jira
[JY-20372] AI Reports > Empty page design and promotion - Jira
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Jiminny
Jiminny
Workers | Datadog
Workers | Datadog
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
[JY-20728] [HubSpot] Find the root cause of 429 hit and tweak API client rate limiter - Jira
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Jiminny
Jiminny
CloudWatch | us-east-2
CloudWatch | us-east-2
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Your 'Not enpough activities' report wasn't generated - [EMAIL] - Jiminny Mail
Jiminny MCP Connector - Product - Confluence
Jiminny MCP Connector - Product - Confluence
Close tab
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
JY-9712 | change nudges schema by nikolaybiaivanov · Pull Request #11983 · jiminny/app
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JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
JY-9712 | Nuges to expire after one year by nikolaybiaivanov · Pull Request #11981 · jiminny/app
Architecture overview - Model Context Protocol
Architecture overview - Model Context Protocol
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP - AI tooling for Laravel, by the Laravel team | Laravel - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
Laravel MCP | Laravel 13.x - The clean stack for Artisans and agents
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Product Strategy 2025+ Change emoji
Product Strategy 2025+
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Competitive analysis
Competitive analysis
Ways of working - Product processes Change emoji
Ways of working - Product processes
Ways of working - Product processes
Core Product Performance Metrics 📈
Core Product Performance Metrics
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Product Documentation Change emoji
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Change emoji Activity Export
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Change emoji Autologging activities
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Deal Insights - Multiple currencies
Deal Insights - Multiple currencies
Reinvent Themes & Topics (and ACS)
Reinvent Themes & Topics (and ACS)
Change emoji Billing Portal
Billing Portal
Change emoji Upload Video/Audio Recordings
Upload Video/Audio Recordings
White-Label Jiminny Instance
White-Label Jiminny Instance
Win/Loss Analysis for a Deal
Win/Loss Analysis for a Deal
Change emoji Hubspot app
Hubspot app
Change emoji Automatically hard delete data for churned customers
Automatically hard delete data for churned customers
Change emoji Ask Jiminny Anything on Call level
Ask Jiminny Anything on Call level
Change emoji Ask Jiminny for Open and Closed Deals
Ask Jiminny for Open and Closed Deals
Change emoji Ask Jiminny Anything on Deal level
Ask Jiminny Anything on Deal level
Change emoji Automatically record all calendar meetings
Automatically record all calendar meetings
Change emoji Product Tiering
Product Tiering
Change emoji Recording Consent
Recording Consent
Change emoji Automated CRM Filling
Automated CRM Filling
Change emoji Automated Exec Reports
Automated Exec Reports
Change emoji Auto-detect Activity Type
Auto-detect Activity Type
AI Signals & Alerts
AI Signals & Alerts
Change emoji AJA on Anything
AJA on Anything
Change emoji AI Call Scoring
AI Call Scoring
Jiminny MCP Connector
Jiminny MCP Connector
Desktop app to record a meetings without visible Notetaker
Desktop app to record a meetings without visible Notetaker
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Jiminny MCP Connector
Updated 10m ago
Updated 10m ago
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Jiminny MCP Connector
Jiminny MCP Connector
Jiminny MCP Connector
By Galya Dimitrova
By Galya Dimitrova
Read time 12 min
12 min
Views 14
14
Add a reaction
Add a reaction
Epic
Link to Epik in Jira
Document status
DRAFT
Epic
Document status
Link to Epik in Jira
DRAFT
Change emoji Objective
Objective
Change emoji Objective
Enable customers to connect Jiminny data to external AI tools (Claude, OpenAI, Gemini) so it can be used as part of their broader knowledge base and workflows.
Position Jiminny as a
data layer for AI-driven revenue workflows
, not just a standalone product.
👤 Target user
👤 Target user
👤 Target user
Revenue teams using AI tools (Sales,
CS
, RevOps)
Companies already experimenting with Claude / OpenAI
Mid-market & Enterprise customers with multiple data sources (CRM, docs, CI tools, Support tools etc)
🤕 Pain point or problem
🤕
🤕
Pain point or problem
🤕 Pain point or problem
Jiminny data is locked in the platform
AI tools lack access to high-value conversation context
Customers must manually export/copy transcripts
No easy way to combine calls with CRM + docs + other info - using the Jiminny API is not suitable for non technical sales people
Peer pressure as almost all competitors have this
💥 Impact and benefits
💥
💥
Impact and benefits
💥 Impact and benefits
For customers
For customers
For customers
Better AI outputs using real customer conversations
Ability to build automated workflows across tools
For Jiminny
For Jiminny
For Jiminny
Increased product stickiness (embedded in workflows)
Competitive parity with Gong / Avoma etc.
💡 Solution ideas
💡
💡
Solution ideas
💡 Solution ideas
Build an
AI Knowledge Connector (
MCP
-based)
that:
Exposes Jiminny data (calls, transcripts, metadata) to AI tools
Provides
structured insights
(summaries, action items, scoring etc.)
Supports
deal-level context
Allows integration into customer-owned AI stacks (Claude + Zapier, etc.)
Change emoji Success metrics
Success metrics
Change emoji Success metrics
List the key goals and how you will measure success. Include both qualitative and quantitative metrics (e.g., user adoption, retention rate, revenue targets).
Goal
No sort applied to the column
Metric
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
Decrease the manual copying of transcripts
decrease by X %
Goal
No sort applied to the column
Increase stickiness by ensuring Jiminny is embedded in the customer’s workflows
Decrease the manual copying of transcripts
Metric
No sort applied to the column
% of customers connecting external AI tools
Number of
MCP
/API calls per customer - and which ones are being used the most
decrease by X %...
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lukas
iCloud
iCloud Drive
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Locations
DXP4800PLUS-B5F
Eject
Network
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CRM
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Folder
screenpipe
Today at 18:28
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data
Today at 18:28
5,74 GB
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16 Apr 2026 at 9:13
2,15 GB
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837,2 MB
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6 Mar 2026 at 20:53
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Favourites
jiminny
AirDrop
Recents
Applications
Do Favourites
jiminny
AirDrop
Recents
Applications
Documents
Downloads
lukas
iCloud
iCloud Drive
Sync folder
Locations
DXP4800PLUS-B5F
Eject
Network
Tags
CRM
Orange
Red
Yellow
Green
Blue
Purple
All Tags…
Name
Date Modified
Size
Kind
Jazyky
16 Mar 2026 at 10:32
82,19 GB
Folder
#recycle
11 Apr 2026 at 15:53
76,82 GB
Folder
SyncData
20 Apr 2026 at 21:09
36,64 GB
Folder
screenpipe
Today at 18:28
12,39 GB
Folder
data
Today at 18:28
5,74 GB
Folder
2026-04-15
16 Apr 2026 at 9:13
2,15 GB
Folder
2026-04-14
15 Apr 2026 at 9:59
1,09 GB
Folder
2026-04-16
17 Apr 2026 at 8:57
837,2 MB
Folder
2026-04-17
18 Apr 2026 at 13:35
699,6 MB
Folder
2026-04-20
Yesterday at 9:10
525,4 MB
Folder
2026-04-21
Today at 9:16
450,8 MB
Folder
archive.db
Today at 18:28
5,23 GB
Document
db.sqlite
14 Apr 2026 at 20:49
1,42 GB
Document
pipes
11 Apr 2026 at 16:51
13 KB
Folder
screenpipe-day.sh
11 Apr 2026 at 17:00
3 KB
Terminal scripts
screenpipe.db
13 Apr 2026 at 17:21
Zero bytes
Document
test_write
11 Apr 2026 at 17:26
Zero bytes
Unix Executable File
Škola
28 Jan 2026 at 19:56
8,3 GB
Folder
Computer Science
22 Nov 2025 at 14:17
7,54 GB
Folder
ubuntu-24.04.4-live-server-amd64.iso
6 Mar 2026 at 20:53
3,41 GB
ISO Disk Image
CODE
16 Oct 2025 at 14:56
578,8 MB
Folder
Gitara
28 Jan 2026 at 19:55
3,1 MB
Folder
start machine.wav
14 Jun 2008 at 11:03
2 MB
Waveform audio
location-history.json
16 Mar 2026 at 6:43
1,2 MB
JSON
location-history(1).json
16 Mar 2026 at 6:53
1,2 MB
JSON
1910229e6394bdc967d792141382106f.ug-tmp
28 Feb 2026 at 9:08
Zero bytes
Document
Name
Date Modified
Size
Kind
2 of 26 selected, 2,03 TB available
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Slack
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Petko Kashinski (DM) - Jiminny Inc - 2 new items - Petko Kashinski (DM) - Jiminny Inc - 2 new items - Slack...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 1:51:29 PM
1:51 PM
ок
Yesterday at 1:51:46 PM
1:51
automated-reports-track-interest
нещо такава
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Petko Kashinski
Yesterday at 1:51:48 PM
1:51 PM
Аз от там си правя автоматизация и казвам на полето да отиде на 'true', ако сме го получили в payload
(edited)
Yesterday at 1:52:07 PM
1:52
okay
Yesterday at 1:52:10 PM
1:52
Наистина за мен няма значение
Lukas Kovalik
Yesterday at 1:52:19 PM
1:52 PM
добре, мерси
Petko Kashinski
Yesterday at 1:52:32 PM
1:52 PM
Само кажи като го направиш за да знам на какво си се спрял
Lukas Kovalik
Yesterday at 1:53:00 PM
1:53 PM
има ли всъщност тестова среда за planhat или само прод
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Petko Kashinski
Yesterday at 1:53:35 PM
1:53 PM
Ох, много добър въпрос
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Yesterday at 1:53:35 PM
1:53
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Yesterday at 1:53:44 PM
1:53
Аз съм от ония лудите дето тестват само на прод
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Yesterday at 1:53:45 PM
1:53
хахахха
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Lukas Kovalik
Yesterday at 1:54:17 PM
1:54 PM
аз не съм чувал за такава но не съм и работил по planhat
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Yesterday at 1:54:45 PM
1:54
ок мерси, ще ти пиша, или в тикет направо когато сме готови
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Petko Kashinski
Yesterday at 1:56:12 PM
1:56 PM
oks thx
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Petko Kashinski
Today at 4:48:19 PM
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Лукас
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Today at 4:48:25 PM
4:48
Имаш ли минутка за бърз хъдъл :?
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Yesterday at 1:51:29 PM
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Petko Kashinski
Yesterday at 1:51:48 PM
1:51 PM
Аз от там си правя автоматизация и казвам на полето да отиде на 'true', ако сме го получили в payload
(edited)
Yesterday at 1:52:07 PM
1:52
okay
Yesterday at 1:52:10 PM
1:52
Наистина за мен няма значение
Lukas Kovalik
Yesterday at 1:52:19 PM
1:52 PM
добре, мерси
Petko Kashinski
Yesterday at 1:52:32 PM
1:52 PM
Само кажи като го направиш за да знам на какво си се спрял
Lukas Kovalik
Yesterday at 1:53:00 PM
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има ли всъщност тестова среда за planhat или само прод
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Petko Kashinski
Yesterday at 1:53:35 PM
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Yesterday at 1:53:44 PM
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Аз съм от ония лудите дето тестват само на прод
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Lukas Kovalik
Yesterday at 1:54:17 PM
1:54 PM
аз не съм чувал за такава но не съм и работил по planhat
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ок мерси, ще ти пиша, или в тикет направо когато сме готови
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Yesterday at 1:56:12 PM
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oks thx
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Имаш ли минутка за бърз хъдъл :?
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HomeActivityFllesLaterMoreSlackcalVIewJiminny...yE) Channels# al-chapter# alerts# backend# c-learning-people# confusion-clinic# curiosity_lab# deal-insights-dev# engineerine# frontend# general# infra-changes#jiminny-bg8 people-with-copilo...• people-with-zoom-….# platform-team# platform-tickets# product launches# random# releases# sofia-office# support# thank-yousit the people of jimi...^ Direct messages.@ Dotko KachinckiStoyan TomovMistonWindowHelp@ Describe what you are looking for? Petko KashinskiMessagest Add canvasUr FilesСамо кажи кіYesterday ~ лш за да знам наКакво си се споялLukas Kovallk 1.53 PMима ли всьщност тестова среда за planhatили само продіPetko Kashinski 1:53 PMОх, много добър въпросАз съм от ония лудите дето тестват само напродyaxaxyaLukas Kovallik 1:54 PMaR He CiM uVRan 3a TAkARa HO He CIM Wnaбоtиn no nlanharок мерси. ще ти пиша, или в тикет напоаво.когато сме готовиPetko Kashinski 1.56 PMoks thyToday ~Petko Kashinski 4-48 PMЛукасИмаш ли минутка за бьрз уьльл •?Message Petko Kashinski+ Aa €••0tscommano.phpscreenpipe#recvcledo,salite-shmscreenpipe sync.sh• app_settings.jsondh.salite-wadb.salite•screenpipe.dbpioes→Date ModifiedTodav at 18:47Today at 18:43Today al 10:2020 Aor 2026 at 20:4918 Apr 2026 at 18:3518 Apr 2026 at 17:4218 Apr 2026 at 1/:1618 Apr 2026 at 17:0516 Apr 2026 at 17:0713 Apr 2026 at 17:2111 Aor 2026 at 16:51minny.atlassian.net/wiki/spaces/PROD/paJ JIMINNYv Size19.59 GB Folder5,74 GB Folder0,45 0b33 KB15 KBTerminal scripts31 bytes10/ KbrolderZero butesDocument2,82 GBZero bytesDocument13 KBIFolderchurned custDealsmeeuneshive do" to "screenoioe",23 GB - About 3 minuteswithout visibl3 Feedback• Research & User Feedback+ Create# Jira8: Teams* More|• • cFavouritesjiminny(®) AirDrop• RecentsA ApplicationsDocumentsii lukasiCloud• iCloud Drive992 Svnc toldeLocationsÇ DXP4800PLUS-B5F 449 Network• CRM• Orange• Red• Yellow• Greer• Bue• Purple• All Tags..Test|>_ Jazyky› i #recycleSyncDatav screennine>2026-04-15•2026-04-14> 2026-04-16• 2026-04-17•2026-04-20→2026-04-21db.saliteoipesscreenpipe-day.srscreenpipe.dbtest writeP Ckol> ™ Computer Scienceubuntu-24.04.4-live-server-amd64.iso,CODE> Gitarestart machine.wavlocation-historv.isorlocation-history(1).ison1910229e6394bdc967d792141382106f.ug-tmp000 voate Wodmied16 Mar 2026 at 10:3211 Apr 2026 at 15:5320 Apr 2026 at 21:09Today at 18:28Today at 18:2816 Apr 2026 at 9:1315 Aor 2026 at 9:5917 Apr 2026 at 8:5718 Apr 2026 at 13:35Yesterday at 9:10Today at 9:16Today at 18:2814 Apr 2026 at 20:4911 Aor 2026 at 16:51111 Apr 2026 at 17:0013 Apr 2026 at 17:2111 Aor 2026 at 17:2628 Jan 2026 at 19:566 Mar 2026 at 20:0316 Oct 2025 at 14:5628 Jan 2026 at 19:5514 Jun 2008 at 11:0316 Mar 2026 at 6:404A Mar 2026 at 6:5228 Feb 2026 at 9:08100% L2Wed 22 Apr 18:49:22v Kind82,19 GB Folder76,82 GB36.64 GBFolder12,39 GB Folder5,74 GB Folder2,15 GBrolder1.09 GB Folden837,2 MB Folder699,6 MBFolder525,4 MBFolderA50 9 MR Calder1,42 GbDocument13 KBI3 KBZero bytesFolderTerminal scriptsDocumentZero bvtesUnix Ex...ble File8,3 GB Folder7,54 GB3.41GBISO Disk Image578 8 MR Folder3,1 MB Folder2 MBWavetorm audio1.2MBASON1,2 MB JSONZero bvtes Document1 of 26 selected, 2.03 TB available...
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Petko Kashinski (DM) - Jiminny Inc - 2 new items - Petko Kashinski (DM) - Jiminny Inc - 2 new items - Slack...
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Lukas Kovalik
Yesterday at 1:51:29 PM
1:51 PM
ок
Yesterday at 1:51:46 PM
1:51
automated-reports-track-interest
нещо такава
1 reaction, react with white check mark emoji
1
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Petko Kashinski
Yesterday at 1:51:48 PM
1:51 PM
Аз от там си правя автоматизация и казвам на полето да отиде на 'true', ако сме го получили в payload
(edited)
Yesterday at 1:52:07 PM
1:52
okay
Yesterday at 1:52:10 PM
1:52
Наистина за мен няма значение
Lukas Kovalik
Yesterday at 1:52:19 PM
1:52 PM
добре, мерси
Petko Kashinski
Yesterday at 1:52:32 PM
1:52 PM
Само кажи като го направиш за да знам на какво си се спрял
Lukas Kovalik
Yesterday at 1:53:00 PM
1:53 PM
има ли всъщност тестова среда за planhat или само прод
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Petko Kashinski
Yesterday at 1:53:35 PM
1:53 PM
Ох, много добър въпрос
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1:53
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Yesterday at 1:53:44 PM
1:53
Аз съм от ония лудите дето тестват само на прод
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Lukas Kovalik
Yesterday at 1:54:17 PM
1:54 PM
аз не съм чувал за такава но не съм и работил по planhat
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ок мерси, ще ти пиша, или в тикет направо когато сме готови
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Petko Kashinski
Yesterday at 1:56:12 PM
1:56 PM
oks thx
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Today at 4:48:19 PM
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Лукас
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Today at 4:48:25 PM
4:48
Имаш ли минутка за бърз хъдъл :?
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Lukas Kovalik
Yesterday at 1:51:29 PM
1:51 PM
ок
Yesterday at 1:51:46 PM
1:51
automated-reports-track-interest
нещо такава
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1
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Petko Kashinski
Yesterday at 1:51:48 PM
1:51 PM
Аз от там си правя автоматизация и казвам на полето да отиде на 'true', ако сме го получили в payload
(edited)
Yesterday at 1:52:07 PM
1:52
okay
Yesterday at 1:52:10 PM
1:52
Наистина за мен няма значение
Lukas Kovalik
Yesterday at 1:52:19 PM
1:52 PM
добре, мерси
Petko Kashinski
Yesterday at 1:52:32 PM
1:52 PM
Само кажи като го направиш за да знам на какво си се спрял
Lukas Kovalik
Yesterday at 1:53:00 PM
1:53 PM
има ли всъщност тестова среда за planhat или само прод
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Petko Kashinski
Yesterday at 1:53:35 PM
1:53 PM
Ох, много добър въпрос
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Yesterday at 1:53:35 PM
1:53
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Yesterday at 1:53:44 PM
1:53
Аз съм от ония лудите дето тестват само на прод
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Yesterday at 1:53:45 PM
1:53
хахахха
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Lukas Kovalik
Yesterday at 1:54:17 PM
1:54 PM
аз не съм чувал за такава но не съм и работил по planhat
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Yesterday at 1:54:45 PM
1:54
ок мерси, ще ти пиша, или в тикет направо когато сме готови
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Petko Kashinski
Yesterday at 1:56:12 PM
1:56 PM
oks thx
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Petko Kashinski
Today at 4:48:19 PM
4:48 PM
Лукас
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Today at 4:48:25 PM
4:48
Имаш ли минутка за бърз хъдъл :?
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Channel
iTerm2ShellEditViewSessionScriptsProfilesWindowHelp• 0DOCKER• 881Source DB:NAS mount:Archive DB:Data dir:-zshО ₴2-zshOK(6.1G)OK/Volumes/Test/screenpipeexists (3.8G)OK(246 files, 430M)* Build full day ac….• &4[+00m01s] • Counting source rows for2026-04-21frames:elements:ui_events:ocr_text:meetings:78717029471008327311[+00m01s] • Initialising tables, indexes, FTScreating tablescreating indexescreating FTS tables• Om00s• 0m01s• OmOOs[+00m02s] • Syncing data for 2026-04-21video_chunksframes (7871 rows)ocr_text (2731 rows)ui_events (10083 rows)elements (702947 rows)meetings (1 rows)/ 0m03s/ 2m23s• 0m33s• Om01s• 1m11s• Om00s[+04m13s] • Updating FTS indexeselements_ftsframes_ftsui_events_fts• 1m18s/ 3m07s• Om02s[+08m40s] • Verifying DBframes:elements:ui_events:ocr_text:meetings:7871 / 7871702947 / 702947 /10083 / 100832731 / 2731 /1/1[+09m31s] • Copying data folder for 2026-04-21rsync2026-04-21/ NAS• Om29s(246 files, 430M)[2026-04-22 18:29:28]Archive DB size:4.9G[2026-04-2218:29:28]Total time:10m0s[2026-04-2218:29:28]Sync complete for 2026-04-21[2026-04-22 18:29:28]-____------ппппппlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny~/.screenpipe/data/data/2026-04-21 $ I-zshscreenpipe*985-zsh886APP (-zsh)100% <]Wed 22 Apr 18:49:22T8187ec2-user@ip-10-...• *8|+...
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CodeDOCKERJY-20699JY-20412JY-20361JY-19628JY-20625 CodeDOCKERJY-20699JY-20412JY-20361JY-19628JY-20625JY-20410A100% (C47• 881-zshО ₴2Wrong formatting for summary in...Change Auto-log delayAJ Panorama for Call Scoring in ODEvaluation of AJ PanoramaJiminny MCP ConnectorUpdate the template...-zshPlatform SprintAutomated ReportsAsk AnythingBuild full day activity summary from Screenpipe• Build full day activi...X4screenpipe"O 852.54-zsh₴86APP (-zsh)87Wed 22 Apr 18:54:32181ec2-user@ip-10-..• *8|-Key outcomesfrom the session:- JY-20500 and JY-20501 were pulled into Platform Sprint 3 Q2 and ranked during the meeting- JY-20501 description and JY-20500 description were updated by Stefka Stoyanova during the call- JY-20613 had its estimate confirmed at 2.5 points- Figma (Project Phoenix) was used to walk through JY-20676/JY-20615 UI flows* Brewed for 1m 57s* recap: Platform refinement meeting reviewed 5 Jira tickets, mainly JY-20500/20501 batch CRM sync for Salesforce and HubSpot,both moved toSprint 3 Q2. Next: checkif sprintassignments saved correctly in Jira. (disable recaps in /config)give me detailed overview of the yesterday• Querying yesterday's (April 21) activity from the database.• Bash(sqlite3 -json ~/.screenpipe/db.sqlite"SELECT...)L Running... (4s)• Bash(sqlite3-json ~/.screenpipe/db.sqlite"SELECT transcription, device, is_input_device, datetime(timestamp,L Waiting...(ctrl+b to run in background)'*3 hours') as local_time...)* Hatching... (thinking)esc to interruptImage in clipboard • ctrl+v to paste...
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CodeDOCKERJY-20699JY-20412JY-20361JY-19628JY-20625 CodeDOCKERJY-20699JY-20412JY-20361JY-19628JY-20625JY-20410A100% (C47• 881-zshО ₴2Wrong formatting for summary in...Change Auto-log delayAJ Panorama for Call Scoring in ODEvaluation of AJ PanoramaJiminny MCP ConnectorUpdate the template...-zshPlatform SprintAutomated ReportsAsk AnythingBuild full day activity summary from Screenpipe• Build full day activi...X4screenpipe"O 852.54-zsh₴86APP (-zsh)87Wed 22 Apr 18:54:32181ec2-user@ip-10-..• *8|-Key outcomesfrom the session:- JY-20500 and JY-20501 were pulled into Platform Sprint 3 Q2 and ranked during the meeting- JY-20501 description and JY-20500 description were updated by Stefka Stoyanova during the call- JY-20613 had its estimate confirmed at 2.5 points- Figma (Project Phoenix) was used to walk through JY-20676/JY-20615 UI flows* Brewed for 1m 57s* recap: Platform refinement meeting reviewed 5 Jira tickets, mainly JY-20500/20501 batch CRM sync for Salesforce and HubSpot,both moved toSprint 3 Q2. Next: checkif sprintassignments saved correctly in Jira. (disable recaps in /config)give me detailed overview of the yesterday• Querying yesterday's (April 21) activity from the database.• Bash(sqlite3 -json ~/.screenpipe/db.sqlite"SELECT...)L Running... (4s)• Bash(sqlite3-json ~/.screenpipe/db.sqlite"SELECT transcription, device, is_input_device, datetime(timestamp,L Waiting...(ctrl+b to run in background)'*3 hours') as local_time...)* Hatching... (thinking)esc to interruptImage in clipboard • ctrl+v to paste...
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LatecodeSelectionViewlerminalWindowmelpJiminny ….. LatecodeSelectionViewlerminalWindowmelpJiminny …..vE) Channels# ai-chapter# alerts# backend# c-learning-people# confusion-clinic# curiosity_lab# deal-insights-dev# engineering# frontend# general# infra-changes#jiminny-bg8 people-with-copilo...8 people-with-zoom-..# platform-team# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...^ Direct messages. Petko KashinskiRP. Stoyan TomovPetko Kashinski• Messagest Add canvasUr FilesAs сьм от онYesterday о тестват само напродLukas Kovalik 1:54 PMаз не сьм чувал за такава но не сьмиработил nо planhatок мерси, ще ти пиша, или в тикет направокогато сме готовиPetko Kashinski 1:56 PMoks thyPetko Kashinski 4:48PMAvvadИмаши ли минутка за 6103 Улл 9Lukas Kovallk 6:49 PMздрасти Петко, до сега бях в срещакакво ставаPetko Kashinski 6:50 PMняма пооблемOnравих сeLukas Kovalik 6:50PMMessage Petko Kashinski+ Aal@ Not Securehttp://[IP_ADDRESS]:8766Screenpipe (archive.db • 4990MB]ACtIVILyMexitenWork ReportAl SummaryWestern Diaital Red Plus 3.5 6TB 5400rom 256MB SAI(*›) SQLite Web: db.sqliteScreenpir)© 100.73.2EXPLORERASCREENPIPE (SSH: [IP_ADDRESS])a Today's 00 ShameE install scr) New Tat:© Screenpis@ SQlite WEX Claude P— New TabSlackE pipe.md€ media 7mQuickTime Playerscreenpipe (SSH: [IP_ADDRESS])=Untitled-2E screenpipe_sync.sh XE scre MD ...0 D00Getting started with Cla….. X+0û|8xOUTLINETIMELINEissuesl700736657212enviXcUe1y9mx5Fiz8KosLapp.dev.jiminny.com/100% C4Wed 22 Apr 18:54:3421/ 04 / 20262h 16m4h 58m13m12m11m5m...
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LatecodeSelectionViewlerminalWindowmelpJiminny ….. LatecodeSelectionViewlerminalWindowmelpJiminny …..vE) Channels# ai-chapter# alerts# backend# c-learning-people# confusion-clinic# curiosity_lab# deal-insights-dev# engineering# frontend# general# infra-changes#jiminny-bg8 people-with-copilo...8 people-with-zoom-..# platform-team# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...^ Direct messages. Petko KashinskiRP. Stoyan TomovPetko Kashinski• Messagest Add canvasUr FilesAs сьм от онYesterday о тестват само напродLukas Kovalik 1:54 PMаз не сьм чувал за такава но не сьмиработил nо planhatок мерси, ще ти пиша, или в тикет направокогато сме готовиPetko Kashinski 1:56 PMoks thyPetko Kashinski 4:48PMAvvadИмаши ли минутка за 6103 Улл 9Lukas Kovallk 6:49 PMздрасти Петко, до сега бях в срещакакво ставаPetko Kashinski 6:50 PMняма пооблемOnравих сeLukas Kovalik 6:50PMMessage Petko Kashinski+ Aal@ Not Securehttp://[IP_ADDRESS]:8766Screenpipe (archive.db • 4990MB]ACtIVILyMexitenWork ReportAl SummaryWestern Diaital Red Plus 3.5 6TB 5400rom 256MB SAI(*›) SQLite Web: db.sqliteScreenpir)© 100.73.2EXPLORERASCREENPIPE (SSH: [IP_ADDRESS])a Today's 00 ShameE install scr) New Tat:© Screenpis@ SQlite WEX Claude P— New TabSlackE pipe.md€ media 7mQuickTime Playerscreenpipe (SSH: [IP_ADDRESS])=Untitled-2E screenpipe_sync.sh XE scre MD ...0 D00Getting started with Cla….. X+0û|8xOUTLINETIMELINEissuesl700736657212enviXcUe1y9mx5Fiz8KosLapp.dev.jiminny.com/100% C4Wed 22 Apr 18:54:3421/ 04 / 20262h 16m4h 58m13m12m11m5m...
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Take Control of Your Time: Automatic time tracking Take Control of Your Time: Automatic time tracking with RescueTime! — Personal...
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DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
West DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Screenpipe — Archive
Screenpipe — Archive
[IP_ADDRESS]:8768/
[IP_ADDRESS]:8768/
Today's Deals
Today's Deals
Shameless • HBO Max
Shameless • HBO Max
install screenpipe - screenpipe docs
install screenpipe - screenpipe docs
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Screenpipe — Archive
Screenpipe — Archive
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Claude Platform
Claude Platform
rescue time detailed overview - Google Search
rescue time detailed overview - Google Search
Take Control of Your Time: Automatic time tracking with RescueTime!
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DXP4800PLUS-B5F8
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Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Screenpipe — Archive
Screenpipe — Archive
[IP_ADDRESS]:8768/
[IP_ADDRESS]:8768/
Today's Deals
Today's Deals
Shameless • HBO Max
Shameless • HBO Max
install screenpipe - screenpipe docs
install screenpipe - screenpipe docs
New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Claude Platform
Claude Platform
rescue time detailed overview - Google Search
rescue time detailed overview - Google Search
Take Control of Your Time: Automatic time tracking with RescueTime!
Mute tab
Take Control of Your Time: Automatic time tracking with RescueTime!
Close tab
how would I use screenpipe effectively - Google Search
how would I use screenpipe effectively - Google Search
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
Track your time. Transform how you spend it.
Track your time.
Transform how
you spend it.
RescueTime delivers
two tools
with one powerful app: RescueTime
Focus
, to improve concentration and automatically track time spent on apps and websites, and RescueTime
Timesheets
, to automate tracking time by client, project, or task.
Try For Free
Try For Free
See How It Works
See How It Works
PC MAG EDITOR’S CHOICE
“RescueTime is a rare five-star product and one of the best productivity tools we’ve ever tested.”
RescueTime Productivity Suite
RescueTime
Productivity Suite
RescueTime is the only time tracking software that powers
two tools
for productivity. Take control of your habits and manage distractions with RescueTime
Focus
. Add
Timesheets
to automate project tracking and generate timesheets, reports for clients, and more.
RescueTime Focus
RescueTime
Focus
Track websites & apps automatically, set goals, create alerts, and block distractions. Take personal productivity to a new level with RescueTime Focus.
RescueTime Timesheets
RescueTime
Timesheets
RescueTime Timesheets makes it easy to track your projects, generate timesheets, and create detailed reports for clients or managers.
RescueTime Focus
RescueTime
Focus
The time tracking software you need to stay focused and productive. Bundle with Timesheets for the best deal on tracking projects that’s automatic, accurate, and simple.
Solo Focus
Solo
Focus
Stay in control of your attention with Focus Sessions. Block distracting websites, apps, and even email or chat when it’s time to work on important tasks.
Set goals and get smart alerts that put you back on track before distractions can take over.
Detailed reports reveal patterns in your habits, so you can make smarter decisions and spend more time on impactful work.
Learn More
Learn More
Team Focus
Team
Focus
RescueTime Timesheets
RescueTime
Timesheets
Track projects, clients, and billable hours with RescueTime Timesheets. No timers, spreadsheets, or guesswork required.
Solo Timesheets
Solo
Timesheets
Timesheets
automatically logs your time by project, client, and task, generating accurate timesheets without manual entry.
Filter reports to create invoices for clients. Or use the calendar view to see your entire day or week at a glance.
Spot roadblocks, balance your workload, and make confident decisions about how you spend your time.
Learn More
Learn More
Team Timesheets
Team
Timesheets
Trusted and loved by millions
Trusted and loved by millions
Two tools, one app—Choose
Focus
for personal productivity or bundle with
Timesheets
for the best deal on our time tracking software.
15+
15+
years in business
years in business
2 million+
2 million+
users
users
100k+
100k+
monthly blog readers
monthly blog readers
3 billion
3 billion
hours logged
hours logged
As an entrepreneur, you need to work efficiently. RescueTime monitors what you do and where you are wasting time.
Neil Patel
Co-Founder of KISSmetrics
I started using RescueTime and I was absolutely shocked by what I saw. I started making changes immediately and experienced big improvements within weeks.
Colleen Doran
NYT bestselling cartoonist
You’ll discover things about yourself that will make you wonder how you ever got any work done without RescueTime.
Alexis Ohanian
Founder of Reddit
The time tracker built for real teamwork
The time tracker built for real teamwork
Set the stage for success:
Focus
for app & website tracking and
Timesheets
to automate project tracking and timesheets.
Freelancers & Soloprenuers
Freelancers & Soloprenuers
Health Care & Telehealth
Health Care & Telehealth
Architects & Engineers
Architects & Engineers
Law Firms
Law Firms
Designers & Creatives
Designers & Creatives
Remote & Hybrid Teams
Remote & Hybrid Teams
Marketing & Project Managers
Marketing & Project Managers
Finance & Accounting
Finance & Accounting
Software Developers & Tech
Software Developers & Tech
For freelancers & solopreneurs
For freelancers & solopreneurs
Stop guessing where your time goes. RescueTime tracks every project, client, and task automatically, so you can see exactly what’s profitable and what’s not.
Set goals, block distractions, and get reports that make invoicing simple. Our tools help you build a sustainable, balanced schedule and deliver work to your clients on time.
Solo
Team
Focus
popular features
Distraction Blocking
Work Category Reports
Goals & Alerts
Productivity Reports
Timesheets
popular features
Offline Work Entry
Billable Rates for Invoicing
Client Reports
Project Targets
View Pricing Plans
View Pricing Plans
Demo For Teams
Demo For Teams
Why RescueTime?
Why
RescueTime
?
Only RescueTime
does it all
- improve your focus and automate your time tracking.
Try For Free
Try For Free
RescueTime
Toggl
TimeDoctor
Clockify
memtime
Timely
Focus
Focus
Automatic Time Tracking
Website & Application Blocking
Personalized Goals & Alerts
Productivity Reports
Offline Activity Entry
Timesheets
Timesheets
‘Autocompletion’ Timesheet
Billable Time per Project
Automatic Project Tracking
Team Time Tracking
Team Calendar
How does RescueTime work?
How does
RescueTime
work?
RescueTime runs in the background, automatically tracking time spent on apps and websites.
Effortless time tracking
Personalized goals & alerts
Website & application blocking
Automated timesheets
FAQ
FAQ
Do I need to install the RescueTime app to track my activity?
Do I need to install the RescueTime app to track my activity?
Do new users get a free trial?
Do new users get a free trial?
Does my activity data stay private?
Does my activity data stay private?
Can I cancel my subscription at any time?
Can I cancel my subscription at any time?
Less busywork, more meaningful work.
Less busywork, more meaningful work.
Focus on what matters most with RescueTime’s automatic time tracking, website & app blocking, and productivity insights.
View Pricing Plans
View Pricing Plans
Demo For Teams
Demo For Teams
Product
Sign Up
Sign Up
Sign In
Sign In
iOS
iOS
Support
Help
Help
Security
Security
Privacy
Privacy
For Developers
For Developers
Terms of Service
Terms of Service
Company
Contact Us
Contact Us
Resources
Blog
Blog
Community
Community
System Status
System Status
Take back control of your Time
Join our emailing list
Subscribe
Cookies help us deliver our services. By using our services, you agree to our use of cookies.
OK
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Take Control of Your Time: Automatic time tracking Take Control of Your Time: Automatic time tracking with RescueTime! — Personal...
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DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
West DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Screenpipe — Archive
Screenpipe — Archive
[IP_ADDRESS]:8768/
[IP_ADDRESS]:8768/
Today's Deals
Today's Deals
Shameless • HBO Max
Shameless • HBO Max
install screenpipe - screenpipe docs
install screenpipe - screenpipe docs
New Tab
New Tab
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Claude Platform
Claude Platform
rescue time detailed overview - Google Search
rescue time detailed overview - Google Search
Take Control of Your Time: Automatic time tracking with RescueTime!
Mute tab
Take Control of Your Time: Automatic time tracking with RescueTime!
Close tab
how would I use screenpipe effectively - Google Search
how would I use screenpipe effectively - Google Search
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
Track your time. Transform how you spend it.
Track your time.
Transform how
you spend it.
RescueTime delivers
two tools
with one powerful app: RescueTime
Focus
, to improve concentration and automatically track time spent on apps and websites, and RescueTime
Timesheets
, to automate tracking time by client, project, or task.
Try For Free
Try For Free
See How It Works
See How It Works
PC MAG EDITOR’S CHOICE
“RescueTime is a rare five-star product and one of the best productivity tools we’ve ever tested.”
RescueTime Productivity Suite
RescueTime
Productivity Suite
RescueTime is the only time tracking software that powers
two tools
for productivity. Take control of your habits and manage distractions with RescueTime
Focus
. Add
Timesheets
to automate project tracking and generate timesheets, reports for clients, and more.
RescueTime Focus
RescueTime
Focus
Track websites & apps automatically, set goals, create alerts, and block distractions. Take personal productivity to a new level with RescueTime Focus.
RescueTime Timesheets
RescueTime
Timesheets
RescueTime Timesheets makes it easy to track your projects, generate timesheets, and create detailed reports for clients or managers.
RescueTime Focus
RescueTime
Focus
The time tracking software you need to stay focused and productive. Bundle with Timesheets for the best deal on tracking projects that’s automatic, accurate, and simple.
Solo Focus
Solo
Focus
Stay in control of your attention with Focus Sessions. Block distracting websites, apps, and even email or chat when it’s time to work on important tasks.
Set goals and get smart alerts that put you back on track before distractions can take over.
Detailed reports reveal patterns in your habits, so you can make smarter decisions and spend more time on impactful work.
Learn More
Learn More
Team Focus
Team
Focus
RescueTime Timesheets
RescueTime
Timesheets
Track projects, clients, and billable hours with RescueTime Timesheets. No timers, spreadsheets, or guesswork required.
Solo Timesheets
Solo
Timesheets
Timesheets
automatically logs your time by project, client, and task, generating accurate timesheets without manual entry.
Filter reports to create invoices for clients. Or use the calendar view to see your entire day or week at a glance.
Spot roadblocks, balance your workload, and make confident decisions about how you spend your time.
Learn More
Learn More
Team Timesheets
Team
Timesheets
Trusted and loved by millions
Trusted and loved by millions
Two tools, one app—Choose
Focus
for personal productivity or bundle with
Timesheets
for the best deal on our time tracking software.
15+
15+
years in business
years in business
2 million+
2 million+
users
users
100k+
100k+
monthly blog readers
monthly blog readers
3 billion
3 billion
hours logged
hours logged
As an entrepreneur, you need to work efficiently. RescueTime monitors what you do and where you are wasting time.
Neil Patel
Co-Founder of KISSmetrics
I started using RescueTime and I was absolutely shocked by what I saw. I started making changes immediately and experienced big improvements within weeks.
Colleen Doran
NYT bestselling cartoonist
You’ll discover things about yourself that will make you wonder how you ever got any work done without RescueTime.
Alexis Ohanian
Founder of Reddit
The time tracker built for real teamwork
The time tracker built for real teamwork
Set the stage for success:
Focus
for app & website tracking and
Timesheets
to automate project tracking and timesheets.
Freelancers & Soloprenuers
Freelancers & Soloprenuers
Health Care & Telehealth
Health Care & Telehealth
Architects & Engineers
Architects & Engineers
Law Firms
Law Firms
Designers & Creatives
Designers & Creatives
Remote & Hybrid Teams
Remote & Hybrid Teams
Marketing & Project Managers
Marketing & Project Managers
Finance & Accounting
Finance & Accounting
Software Developers & Tech
Software Developers & Tech
For freelancers & solopreneurs
For freelancers & solopreneurs
Stop guessing where your time goes. RescueTime tracks every project, client, and task automatically, so you can see exactly what’s profitable and what’s not.
Set goals, block distractions, and get reports that make invoicing simple. Our tools help you build a sustainable, balanced schedule and deliver work to your clients on time.
Solo
Team
Focus
popular features
Distraction Blocking
Work Category Reports
Goals & Alerts
Productivity Reports
Timesheets
popular features
Offline Work Entry
Billable Rates for Invoicing
Client Reports
Project Targets
View Pricing Plans
View Pricing Plans
Demo For Teams
Demo For Teams
Why RescueTime?
Why
RescueTime
?
Only RescueTime
does it all
- improve your focus and automate your time tracking.
Try For Free
Try For Free
RescueTime
Toggl
TimeDoctor
Clockify
memtime
Timely
Focus
Focus
Automatic Time Tracking
Website & Application Blocking
Personalized Goals & Alerts
Productivity Reports
Offline Activity Entry
Timesheets
Timesheets
‘Autocompletion’ Timesheet
Billable Time per Project
Automatic Project Tracking
Team Time Tracking
Team Calendar
How does RescueTime work?
How does
RescueTime
work?
RescueTime runs in the background, automatically tracking time spent on apps and websites.
Effortless time tracking
Personalized goals & alerts
Website & application blocking
Automated timesheets
FAQ
FAQ
Do I need to install the RescueTime app to track my activity?
Do I need to install the RescueTime app to track my activity?
Do new users get a free trial?
Do new users get a free trial?
Does my activity data stay private?
Does my activity data stay private?
Can I cancel my subscription at any time?
Can I cancel my subscription at any time?
Less busywork, more meaningful work.
Less busywork, more meaningful work.
Focus on what matters most with RescueTime’s automatic time tracking, website & app blocking, and productivity insights.
View Pricing Plans
View Pricing Plans
Demo For Teams
Demo For Teams
Product
Sign Up
Sign Up
Sign In
Sign In
iOS
iOS
Support
Help
Help
Security
Security
Privacy
Privacy
For Developers
For Developers
Terms of Service
Terms of Service
Company
Contact Us
Contact Us
Resources
Blog
Blog
Community
Community
System Status
System Status
Take back control of your Time
Join our emailing list
Subscribe
Cookies help us deliver our services. By using our services, you agree to our use of cookies.
OK
Show player controls
protected by
reCAPTCHA
Help
Help...
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Developers","depth":9,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"For Developers","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Terms of Service","depth":9,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Terms of Service","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Company","depth":11,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Contact Us","depth":9,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Contact Us","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Resources","depth":11,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Blog","depth":9,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Blog","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"Community","depth":9,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Community","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXLink","text":"System Status","depth":10,"help_text":"","role_description":"link","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"System Status","depth":11,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Take back control of your Time","depth":10,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXTextField","text":"Join our emailing list","depth":12,"help_text":"","role_description":"text field","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Subscribe","depth":12,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Cookies help us deliver our services. By using our services, you agree to our use of cookies.","depth":9,"bounds":{"left":0.7743056,"top":0.0,"width":0.22569442,"height":0.025},"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"OK","depth":9,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Show player controls","depth":15,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"protected by","depth":12,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"reCAPTCHA","depth":13,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Help","depth":13,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Help","depth":15,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
West DXP4800PLUS-B5F8
Inbox (69) - [EMAIL] - Gmail
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
Western Digital Red Plus 3.5 6TB 5400rpm 256MB SATA3 (WD60EFPX) от 241,72 € (472,76 лв.) Вътрешен хард диск Western Digital - Pazaruvaj.com
SQLite Web: db.sqlite
SQLite Web: db.sqlite
Screenpipe — Archive
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Screenpipe — Archive
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SQLite Web: db.sqlite
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Claude Platform
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rescue time detailed overview - Google Search
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Take Control of Your Time: Automatic time tracking with RescueTime!
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Track your time. Transform how you spend it.
Track your time.
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Track websites & apps automatically, set goals, create alerts, and block distractions. Take personal productivity to a new level with RescueTime Focus.
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Track projects, clients, and billable hours with RescueTime Timesheets. No timers, spreadsheets, or guesswork required.
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Filter reports to create invoices for clients. Or use the calendar view to see your entire day or week at a glance.
Spot roadblocks, balance your workload, and make confident decisions about how you spend your time.
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The time tracker built for real teamwork
The time tracker built for real teamwork
Set the stage for success:
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Timesheets
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For freelancers & solopreneurs
For freelancers & solopreneurs
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How does
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RescueTime runs in the background, automatically tracking time spent on apps and websites.
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2026-04-22T16:10:30.339618+00:00
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/Users/lukas/.screenpipe/data/data/2026-04-22/1776 /Users/lukas/.screenpipe/data/data/2026-04-22/1776874230339_m2.jpg...
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iTerm2
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✳ Build full day activity summary from Screenpipe
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⏺ Bash(for ticket in "JY-20676" "JY-20 ⏺ Bash(for ticket in "JY-20676" "JY-20615" "JY-20613" "JY-20500" "JY-20501"; do
echo "=== $ticket BEST FRAME ==="…)
⎿ === JY-20676 BEST FRAME ===
2026-04-20 16:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=
0100% 128• Mon 20 Apr 16:49:348+Galya Dimitrova (Presenting, annotating)SafariFileEditViewHistoryBookmarksDevelopWin
… +120 lines (ctrl+o to expand)
⏺ Now let me check one more thing — what specific data was populated during the meeting (sprint assignments, estimates,
description updates).
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite "
SELECT datetime(f.timestamp, '+3 hours') as t, o.text…)
⎿ 2026-04-20 16:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=
0100% 128• Mon 20 Apr 16:49:348+Galya Dimitrova (Presenting, annotating)SafariFileEditViewHistoryBookmarksDevelopWin
dowHelpK/2-Q8•Mon 20 Apr 16:49jiminny.atlassian.net|AWS AIA Sentry3 HubSpot@ OрeпAlfi Seif ServiceDust Docs|AWS USS.
… +41 lines (ctrl+o to expand)
⏺ I have everything needed. Here's the complete ticket breakdown:
---
Tickets Discussed — [Platform] Refinement
---
JY-20676 · Notify the user if a Panorama prompt is deleted but is used in AJ Report
Time on screen: 15:05–15:18 · Presenter: Nikolay Yankov
Epic: AJ Reports · Status: BACKLOG
Description:
▎ Users might attempt to delete a Panorama Prompt which is used in AJ Report. When they do that we need to let them know
▎ that the report will stop generating.
▎ - Show a confirmation modal when a user is deleting a Panorama Prompt that is used in an active/enabled report
Figma linked: Project Phoenix (Automated Reports screens shown during discussion)
Subtask: JY-20615 (below)
Data populated: Description was already present; Figma designs walked through live
---
JY-20615 · Notify the user if a Saved Search is deleted but is used in AJ Report
Time on screen: 15:18–15:20 · Presenter: Nikolay Yankov
Epic: AJ Reports · Status: BACKLOG
Linked to: JY-20676 (sibling ticket, same pattern for Saved Searches)
---
JY-20613 · Allow owner's role to be selected when setting up a trial
Time on screen: 15:20–15:26 · Presenter: Nikolay Yankov
Status: BACKLOG · Estimate visible: 2.5 story points
Description:
▎ Stoyan is seeing more cases where the Owner doesn't want to connect their calendar and email to Jiminny because they don't
▎ want to be a recorder. Currently when a trial is created the Owner is given a Recorder role by default.
▎ - Allow Implementations to select the role of the owner when setting up a trial
▎ - Put the field below the Owner field
▎ - Choices: Recorder / Recorder & Voice / Analyst
▎ - This option shouldn't appear when editing an organisation
▎ - When the owner signs in, they should have the selected role + Admin permissions
---
JY-20500 · Batch initial sync for Salesforce
Time on screen: 15:26–16:35 (~70 min, most of the meeting) · Multiple presenters
Parent: JY-15971 CRM Synching Improvements · Epic: CRM Sync
Sprint assigned during meeting: → Platform Sprint 3 Q2
Rank updated: None → Ranked higher (Galya updated)
Need QA: No
Description (Stefka Stoyanova updated):
▎ Currently synching CRM objects is not working sufficiently when a huge amount of objects are imported from the CRM into
▎ Jiminny.
▎
▎ Problem: Importing deals, leads, accounts and contacts can take hours
▎
▎ Solution:
▎ - Separate obtaining which objects to import from updating them in Jiminny
▎ - The current sync object job should only read batches from Salesforce and store the payload in Redis
▎ - A separate {import_object} job processes batches of 100 deals/leads/accounts/contacts from Redis into Jiminny
▎ - Retry mechanism for spot instances being turned off
▎ - Clean Redis after 24 hours for unconsumed objects
---
JY-20501 · Batch initial sync for HubSpot
Time on screen: 15:28–16:29 (alongside JY-20500)
Parent: JY-15971 · Sprint assigned: → Platform Sprint 3 Q2
Rank updated: None → Ranked higher (Galya updated)
Key design note captured:
▎ "We're just changing the source of IDs (HubSpot API instead of webhooks), but using the same Redis Batch Job pipeline —
▎ same retry/failure handling as regular webhook sync"
Description mirrors JY-20500 but targets HubSpot objects (deals, accounts, contacts) instead of Salesforce
---
Also visible in backlog (not opened individually but listed):
┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐
│ Ticket │ Title │ Epic │ Estimate │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20503 │ Batch insert/update CRM objects in… │ CRM Sync │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20503 │ Batch insert/update CRM objects │ CRM Sync │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20699 │ Wrong formatting for summary in… │ — │ 2.5 │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20412 │ Change Auto-log delay │ Platform Sprint │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20361 │ AJ Panorama for Call Scoring in OD │ Automated Reports │ 4 │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-19628 │ Evaluation of AJ Panorama │ Ask Anything │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20625 │ Jiminny MCP Connector │ — │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20410 │ Update the template… │ — │ — │
└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘
---
Key outcomes from the session:
- JY-20500 and JY-20501 were pulled into Platform Sprint 3 Q2 and ranked during the meeting
- JY-20501 description and JY-20500 description were updated by Stefka Stoyanova during the call
- JY-20613 had its estimate confirmed at 2.5 points
- Figma (Project Phoenix) was used to walk through JY-20676/JY-20615 UI flows
✻ Brewed for 1m 57s
※ recap: Platform refinement meeting reviewed 5 Jira tickets, mainly JY-20500/20501 batch CRM sync for Salesforce and HubSpot,
both moved to Sprint 3 Q2. Next: check if sprint assignments saved correctly in Jira. (disable recaps in /config)
──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────
❯
──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────
~112k uncached · /clear to start fresh
? for shortcuts new task? /clear to save 113.2k tokens
╭─── Claude Code v2.1.114 ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮
│ │ Tips for getting started │
│ Welcome back Lukas! │ Run /init to create a CLAUDE.md file with instructions for Claude │
│ │ Note: You have launched claude in your home directory. For the best experience, launch it in a project directory instead. │
│ ▐▛███▜▌ │ ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── │
│ ▝▜█████▛▘ │ Recent activity │
│ ▘▘ ▝▝ │ 10h ago nice │
│ Sonnet 4.6 · API Usage Billing · │ 4d ago give me overview of what I did yesterday │
│ [EMAIL]'s Organization │ 1w ago how to open screenshots related, how many are there aroudn that time │
│ /Users/lukas │ /resume for more │
╰────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯
❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite
Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite "YOUR SQL HERE"
Key tables:
- ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at
- audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at
- frames: columns id, file_path, timestamp, device_id
- ui_events: columns id, event_type, element_text, app_name, created_at
Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC).
Steps:
1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text
2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone)
3. Correlate everything into a chronological timeline
Output format — a narrative timeline like:
08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration
09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker
09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description
...
Rules:
- Convert all UTC timestamps to local time (Europe/Sofia = UTC+3)
- Merge consecutive entries of the same app/window within 5-minute gaps
- Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present
- For code work: extract file names and ticket numbers from window titles
- For Slack/browser: extract thread/page context from window_name
- Minimum segment duration: 2 minutes (ignore flash switches)
- End with a summary block: total focused work, meetings, context switches, top 3 apps by time
⎿ Please run /login · API Error: 401 {"type":"error","error":{"type":"authentication_error","message":"Invalid authentication
credentials"},"request_id":"req_011CaFTE1idEzHpMgKT4Xunq"}
❯ is it ok now
⎿ Please run /login · API Error: 401 {"type":"error","error":{"type":"authentication_error","message":"Invalid authentication
credentials"},"request_id":"req_011CaFTEnQhm5weRqNt6SMq2"}
❯ /login
⎿ Login successful
❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite
Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite "YOUR SQL HERE"
Key tables:
- ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at
- audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at
- frames: columns id, file_path, timestamp, device_id
- ui_events: columns id, event_type, element_text, app_name, created_at
Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC).
Steps:
1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text
2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone)
3. Correlate everything into a chronological timeline
Output format — a narrative timeline like:
08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration
09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker
09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description
...
Rules:
- Convert all UTC timestamps to local time (Europe/Sofia = UTC+3)
- Merge consecutive entries of the same app/window within 5-minute gaps
- Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present
- For code work: extract file names and ticket numbers from window titles
- For Slack/browser: extract thread/page context from window_name
- Minimum segment duration: 2 minutes (ignore flash switches)
- End with a summary block: total focused work, meetings, context switches, top 3 apps by time
⏺ Querying the Screenpipe database for today's activity.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "SELECT app_name, window_name, MIN(created_at) as first_seen, MAX(created_at) as last_seen, COUNT(*) as entries FROM ocr_t…)
⎿ Error: Exit code 1
Error: in prepare, no such column: created_at
SELECT app_name, window_name, MIN(created_at) as first_seen, MAX(created_at) a
error here ---^
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "SELECT transcription, device, is_input, created_at FROM audio_transcriptions WHERE date(created_at) = date('now') AND len…)
⎿ Cancelled: parallel tool call Bash(sqlite3 -json ~/.screenpipe/db.sqlite "S…) errored
⏺ Let me check the actual schema first.
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite ".schema ocr_text" 2>&1 && echo "---" && sqlite3 ~/.screenpipe/db.sqlite ".schema audio_transcriptions" 2>&1)
⎿ CREATE TABLE IF NOT EXISTS "ocr_text" (
frame_id INTEGER NOT NULL,
text TEXT NOT NULL,
… +33 lines (ctrl+o to expand)
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite ".schema frames" 2>&1)
⎿ CREATE TABLE IF NOT EXISTS "frames" (
id INTEGER PRIMARY KEY AUTOINCREMENT,
video_chunk_id INTEGER DEFAULT NULL,
… +47 lines (ctrl+o to expand)
⏺ Now I have the schema. The timestamps are in frames, not ocr_text. Querying with joins.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"PhpStorm","window_name":"","first_seen_local":"2026-04-20 09:09:09","last_seen_local":"2026-04-20 13:08:57","entries":47},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [EU]","first_seen_local":"2026-04-20 09:09:20","last_seen_local":"2026-04-20 11:49:37","entries":31},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [PROD]","first_seen_local":"2026-04-20 09:09:39","last_seen_local":"2026-04-20 09:09:39","entries":1},
… +95 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Let me get a bit more detail on the audio and the afternoon activity.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"PhpStorm","window_name":"","first_seen_local":"2026-04-20 09:09:09","last_seen_local":"2026-04-20 13:08:57","entries":47},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [EU]","first_seen_local":"2026-04-20 09:09:20","last_seen_local":"2026-04-20 11:49:37","entries":31},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [PROD]","first_seen_local":"2026-04-20 09:09:39","last_seen_local":"2026-04-20 09:09:39","entries":1},
… +80 lines (ctrl+o to expand)
⏺ I have everything I need. Here's your day:
---
Activity Summary — Monday, 20 April 2026
Chronological Timeline
09:09–09:21 PhpStorm · faVsco.js — started day, checked EU/PROD consoles,
briefly opened connect.vue, ImportActivityTypes.php
09:17–09:30 Slack · Galya Dimitrova (DM) — morning check-in
09:21–10:36 PhpStorm · faVsco.js — main coding block: ReportController.php,
TrackAutomatedReportGeneratedEvent.php,
TrackAutomatedReportGeneratedEventTest.php
(shelved changes, ran tests via Run panel)
09:30–09:44 Slack · multiple DMs — Aneliya/Nikolay/Steliyan group DM,
Stoyan Tomov DM, #engineering glance
09:40–10:04 iTerm2 · EU (ssh) + PROD — terminal work on EU/PROD servers
09:45–10:05 Firefox · Meet - Daily - — 📹 MEETING: Platform daily standup (~20 min)
Platform
10:04–10:18 Firefox · Work / Jira — post-standup Jira check,
Platform Sprint 2 Q2 Scrum Board
10:21–10:44 Slack · platform-inner-team — #platform-inner-team channel,
+ Stefka Stoyanova DM DM with Stefka Stoyanova
10:26–11:13 Slack · Galya Dimitrova (DM) — extended DM thread with Galya
10:32–12:22 PhpStorm · Run — tests running in background
10:44–10:49 Slack · Huddle: @Galya — 📹 MEETING: Slack huddle with Galya (~5 min)
Dimitrova
11:02–11:25 PhpStorm · faVsco.js — CreateSharedEvent.php, laravel.log (log review),
composer.json; iTerm2 DEV (docker) briefly
11:08–11:32 Slack · #releases — watching release channel
11:32–11:40 PhpStorm · faVsco.js — User.php, AppServiceProvider.php
11:33–11:48 Slack · Huddle: @Aneliya — 📹 MEETING: Slack huddle with Aneliya (~15 min)
Angelova
11:35–11:55 Slack · Aneliya Angelova (DM) — follow-up DM after huddle
11:48–12:44 PhpStorm · faVsco.js — deep work: AskJiminnyReportActivityService.php,
RequestGenerateAskJiminnyReportJob.php,
AskJiminnyReportsController.php
(local SF server running in background)
12:19–12:36 PhpStorm · faVsco.js — AutomatedReportsSendCommand.php,
AutomatedReportsService.php,
AutomatedReportsServiceTest.php
12:24–12:38 Slack · #confusion-clinic — checking confusion-clinic channel
12:49–13:07 PhpStorm · faVsco.js — pivoted to HubSpot integration:
OpportunitySyncTrait.php, BaseService.php,
AskJiminnyReportActivityServiceTest.php,
HS_local env
13:06–13:07 PhpStorm · Commit Changes — committed the morning's work
≈ 13:07–13:38 BREAK — ~30 min gap in activity
13:38–18:55 PhpStorm + Firefox + iTerm2 — afternoon continued (generic capture mode;
window-level detail unavailable — likely
continued Ask Jiminny / automated reports work;
Activity Monitor checked 13:54–15:21,
CleanShot X screenshots 15:01–16:55,
Finder 16:58–17:07)
---
Summary Block
┌────────────────────┬────────────────────────────────────────────────────────────────────┐
│ │ │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Day start / end │ 09:09 – ~18:55 │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Total tracked time │ ~9h 45min │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Meetings / calls │ ~40 min (Platform daily standup + 2 Slack huddles) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Focused coding │ ~6–7 h (PhpStorm dominant — Ask Jiminny automated reports feature) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Communication │ ~1.5 h (Slack: ~10 distinct DMs/channels) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Context switches │ High — ~15 Slack threads, frequent PhpStorm ↔ Slack ↔ Firefox │
└────────────────────┴────────────────────────────────────────────────────────────────────┘
Top 3 apps by time:
1. PhpStorm — dominant all day; project: faVsco.js (Jiminny backend)
2. Firefox — browser work + Google Meet
3. iTerm2 — EU/PROD SSH + local Docker
Main coding theme: Ask Jiminny automated reports pipeline — AskJiminnyReportActivityService, RequestGenerateAskJiminnyReportJob, AutomatedReportsService,
AutomatedReportsSendCommand, AskJiminnyReportsController, plus related tests. Committed at 13:06.
▎ No audio transcriptions were captured today (microphone data empty), so meeting content was inferred from window titles only.
✻ Sautéed for 1m 28s
❯ what about between 15:00 and 17:00 approximatelly. I had a meeting. What was it about
⏺ Let me dig into that window more carefully.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…)
⎿ (No output)
⏺ Wrong UTC offset in my query. Let me fix — 15:00–17:00 local = 12:00–14:00 UTC.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","local_time":"2026-04-20 15:00:00","text_preview":"FV faVsco.js v°9 masterProjectphp artisan0 composer.json0 composer.lockd
ependency-checker.json0 dev.jsonE ids.txtE infection.json.distM-INSTALL.mdM+ INTERNAL_WEBHOOK_SETUP.mdEjiminny storageM+licenses.mom Makerileраскаqе-lock. sonE phpstan.
neon.dist= phostan-baseline.neon<phpunit.xmlTe raw sal querv"},
… +174 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…)
⎿ (No output)
⏺ Bash(cat /Users/lukas/.claude/projects/-Users-lukas/81aa3054-f078-4fb2-aeb0-937316d28f59/tool-results/b5ez8ga4k.txt | python3 -c "
import json, sys…)
⎿ Traceback (most recent call last):
File "<string>", line 15, in <module>
File "<string>", line 15, in <genexpr>
… +13 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","first_local":"2026-04-20 15:00:00","last_local":"2026-04-20 17:07:40"},
{"app_name":"Raycast","window_name":"Raycast","first_local":"2026-04-20 15:00:26","last_local":"2026-04-20 15:03:21"},
{"app_name":"Slack","window_name":"Slack","first_local":"2026-04-20 15:00:39","last_local":"2026-04-20 17:26:13"},
… +9 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"Firefox","window_name":null,"local_time":"2026-04-20 15:01:01","text_preview":"slackActivityLaterJiminny ...Dratts & centi8 DirectoriesEb External connect
ions# Starred8 jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinic# curiosity_lab# engineering# frontend# general# inf
ra-changes# jiminny-bg# platform-tickets# product launches# random# releases# support# thank-yous# the_people_of_jimi...6 Direct messagesP. Aneliya Angelova "},
… +156 lines (ctrl+o to expand)
⏺ Found it. Let me get the meeting duration and the Jira tickets that were discussed.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:00:00","text_preview":"FV faVsco.js v°9 masterProjectphp artisan0 composer.json0 composer.lockdependency-checker.json0 dev.jsonE ids.txtE
infection.json.distM-INSTALL.mdM+ INTERNAL_WEBHOOK_SETUP.mdEjiminny storageM+licenses.mom Makerileраскаqе-lock. sonE phpstan.neon.dist= phostan-baseline.neon<phpunit.xm
lTe raw sal querv.saM+ README.mdLo sonar-proiect propertiesE test.py<> Untited Diadram.xmliI vetur.config.jsMI WEBHOOK FILTERING IMPLEMENTATION.mo› ib External Librarie
… +14 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 17:15:27","text_preview":"Slack•0 ЕlActivityLateMoreVIewmistonWindowHeld@ Search: shared-activiJiminny ...Nikolay Nikolov→Drattc& contTMore u
nreads8 DieuurelMessagesr Filesщсе но като цяло на края както говорихме просто навсякьде където се псEb External connections& Starred@ liminny-x-integrati...platform-in
ner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinica curiosiiy ao# engineering# frontend# general# infra-changes# jiminny-bg# platform-tickets# product l
… +14 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:00:39","text_preview":"SlackO•• ЕlActivityLaterVIewHistoryWindowHelp@ Search: shared-actiJiminny ..Dratts & centi8 Directories# releases•
MessagesEb External connections# Starred8 jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alertsS hackendl# confusion-clinic# curiosity_lab# engineer
ing# frontend# general# infra-changes# jiminny-bg# platform-tickets# product launches# random# releases# support# thank-yous# the_people_of_jimi...6 Direct messagesP. A
… +107 lines (ctrl+o to expand)
⏺ Let me find when the meeting ended by checking the last Meet frames.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 17:07:11","text_preview":"SlackActivityMoreVIewMistonWindowHeld@ Search: shared-activiJiminny ...* • Nikolay Nikolov→Drattck cantTMore unread
s8 Dieeurel• MessagesEb External connections& Starred@ liminny-x-integrati...platform-inner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinica curiosiiy ao
# engineering# fr"},
… +12 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 16:56:34","text_preview":"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹ >0 lhl100% <78
• Mon 20 Apr 16:56:33=+Aneliya AngelovaGalya DimitrovaNikolay Yankov*Nikolay IvanovNikolay NikolovLukas Kovalik4:56 PM | [Platform] Refinement •1:54:45"},
{"local_time":"2026-04-20 16:56:32","text_preview":"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹ >0 lbl100% [8•
… +20 lines (ctrl+o to expand)
⏺ Got everything. Here's the full picture:
---
📹 Meeting: [Platform] Refinement
Time: 15:02 – ~16:57 · Duration: ~1h 55min
Platform: Google Meet (meet.google.com/cxs-eips-npt)
Participants:
- Lukas Kovalik (you)
- Nikolay Ivanov
- Steliyan Georgiev
- Nikolay Nikolov
- Nikolay Yankov
- Aneliya Angelova
- Galya Dimitrova (presenting/annotating at the end)
- Stefka Stoyanova
What was covered:
This was a sprint backlog refinement session. The browser tabs visible during the call show exactly which Jira tickets were open and likely discussed:
┌───────────┬──────────────────────────────────────────────────┐
│ Ticket │ Title │
├───────────┼──────────────────────────────────────────────────┤
│ JY-19798 │ Evaluation for AI activity │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20553 │ Improve CRM-sync delay │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20698 │ Handle failed field sync │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20692 │ Change confirmation page │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20543 │ AJ Reports > Tracking │
├───────────┼──────────────────────────────────────────────────┤
│ JY-18909 │ (Part 2) Automated Reports / Ask Jiminny Reports │
├───────────┼──────────────────────────────────────────────────┤
│ SRD-67871 │ Issue with reconnecting │
└───────────┴──────────────────────────────────────────────────┘
You also had Postman open alongside the meeting with HubSpot (deal/object APIs) and Salesforce (tooling queries, field metadata) — likely looking up API details to clarify
ticket scope.
At ~16:56, Galya Dimitrova was screen-sharing (OCR shows "Presenting, annotating"), with Jira (jiminny.atlassian.net) visible — typical of a refinement session wrapping up by
walking through the board.
No audio was captured, so the actual discussion content isn't available — but the ticket list and ~2h duration match a thorough refinement session.
✻ Crunched for 1m 50s
❯ lets maybe focus on one monitor at the time. I probably worked on some stuf when the meeting was on on other monitor. Lets focus on the monitor where was the meeting
⏺ Let me check what monitor/device info is available in the frames.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT device_name, COUNT(*) as cnt…)
⎿ [{"device_name":"monitor_1","cnt":4390},
{"device_name":"monitor_2","cnt":4703}]
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT device_name…)
⎿ [{"device_name":"monitor_1"},
{"device_name":"monitor_2"}]
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite "
SELECT f.device_name, COUNT(*) as meet_frames…)
⎿ monitor_1|1336
monitor_2|36
⏺ monitor_1 was the meeting monitor. Now let me pull the full timeline for that monitor during the meeting.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","first_local":"2026-04-20 15:00:00","last_local":"2026-04-20 17:07:40","entries":51},
{"app_name":"Raycast","window_name":"Raycast","first_local":"2026-04-20 15:00:26","last_local":"2026-04-20 15:00:26","entries":1},
{"app_name":"Slack","window_name":"Slack","first_local":"2026-04-20 15:00:39","last_local":"2026-04-20 17:26:09","entries":71},
… +8 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:21","app_name":"Firefox","window_name":"Firefox","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelpC$0 l 0100% C47 • Mon 20 Ap
r 15:01:20meet.google.com/cxs-eips-npt?authuser=0Meet - [Platform] Refinement• [EMAIL] account+ New TabLukas Kovalik[Platform] RefinementE Scheduled for4:00 PM. Use Gem
ini to take notesShare notes and transcriptStartJoin anywayOther ways to join v{ MacBook Pr...4 System Def..• FaceTime H...[ Backgroun...Gemini is available in Meet as
… +9 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:06","app_name":"PhpStorm","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelp100% C8• Mon 20 Apr 15:01:06ec2-user@ip-10-30-159-
186:~DOCKERDEV (docker)H82APP (-zsh)-zsh*4screenpipe\"• *5ec2-user@ip-10-30-159-186:- (...[ec2-user@ip-10-30-159-186 ~]$ dockerexeс-it $(dockerps--format\"{{.ID}}\" --f
ilter\"name=ecs-worker\" | head -1) /bin/bash -c \"cd /home/jiminny&&bash\"root@7dffb84e8e4e:/home/jiminny# php artisan aboutEnvironmentApplicationNameLaravel VersionPH
… +15 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 16:36:20","app_name":"PhpStorm","text":"FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0Galy
a Dimitrova (Presenting, annotating)Galya DimitrovaStefka StoyanovaNikolay NikolovGalya Dimitrova (Presentation)4:36 PM | [Platform] Refinement •Lộ3100% K478• Mon 20 Ap
r 16:36:198Nikolay Ivanovukas Kovalik1:34:31"},
… +36 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:15","app_name":"iTerm2","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelp-zshDOCKER• ₴1DEV (docker)Last login: Mon Apr 20 13:
26:00 on ttys008182APP (-zsh)·3Poetry could not find a pyproject.toml file in /Users/lukas/jiminny/app or its parentsPoetry could not find a pyproject.toml file in /Use
rs/lukas/jiminny/app or its parentslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-18909-automated-reports-ask-jiminny) $||A-zsh< >0 ldolscreenpipe*100% C8•
… +90 lines (ctrl+o to expand)
⏺ Now I have a rich picture. Here's the focused monitor_1 view:
---
📹 [Platform] Refinement — monitor_1 timeline
15:00–15:02 · Pre-meeting
- iTerm2 active: SSH'd into EU production (ec2-user@ip-10-30-159-186) running php artisan about to check the live environment
- Joined the Meet lobby at 15:01 — Steliyan Georgiev was already in, Nikolay Ivanov joined next
15:02 · In the call
- You had Postman open alongside Meet (HubSpot deal API + Salesforce tooling queries for field metadata) — likely pre-loaded for reference during ticket discussions
~15:05–15:06 · Nikolay Yankov presenting
- Walked through Jira: opened JY-20676 — "Notify the user if a Panorama prompt is deleted but is used in AJ Report" (with parent JY-19240)
- Then showed the staging app (app.staging.jiminny.com/ondemand) — the Ask Jiminny on-demand view, seemingly demoing the current behavior
- Then jumped into Figma — Project Phoenix design file, specifically the Automated Reports screens:
- Email for generated / not generated report
- Delete Saved Search
- Automated Reports settings
~16:36–16:57 · Galya Dimitrova presenting
- Opened Jira (jiminny.atlassian.net) — Platform Team board, Backlog + Active Sprints view
- Then switched to Figma — Project Phoenix again, showing:
- Deal Insights, Team Insights, AI Reports tabs
- AI Reports prompt screen ("This prompt is used in reports — you want to keep, not delete the report to break…")
- Org Settings, Profile, Kiosk, Emails screens
---
Summary:
Nearly 2-hour refinement focused on the AJ Reports / Automated Reports / Project Phoenix feature set. Nikolay Yankov walked through ticket specs and staging demos; Galya
Dimitrova closed with Figma designs for the same area. The Jira tic...
|
[{"role":"AXTextArea","text [{"role":"AXTextArea","text":"⏺\u0000Bash(for\u0000ticket\u0000in\u0000\"JY-20676\"\u0000\"JY-20615\"\u0000\"JY-20613\"\u0000\"JY-20500\"\u0000\"JY-20501\";\u0000do\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000echo\u0000\"===\u0000$ticket\u0000BEST\u0000FRAME\u0000===\"…)\n \u0000⎿\u0000 ===\u0000JY-20676\u0000BEST\u0000FRAME\u0000===\n\u0000\u0000\u0000\u0000\u00002026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=\n\u0000\u0000\u0000\u0000\u00000100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Presenting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWin\n\u0000\u0000\u0000\u0000\u0000…\u0000+120\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000let\u0000me\u0000check\u0000one\u0000more\u0000thing\u0000—\u0000what\u0000specific\u0000data\u0000was\u0000populated\u0000during\u0000the\u0000meeting\u0000(sprint\u0000assignments,\u0000estimates,\n\u0000\u0000description\u0000updates).\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000datetime(f.timestamp,\u0000'+3\u0000hours')\u0000as\u0000t,\u0000o.text…)\n \u0000⎿\u0000 2026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=\n\u0000\u0000\u0000\u0000\u00000100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Presenting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWin\n\u0000\u0000\u0000\u0000\u0000dowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000Docs|AWS\u0000USS.\n\u0000\u0000\u0000\u0000\u0000…\u0000+41\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000I\u0000have\u0000everything\u0000needed.\u0000Here's\u0000the\u0000complete\u0000ticket\u0000breakdown:\n\n\u0000\u0000---\n\u0000\u0000Tickets\u0000Discussed\u0000—\u0000[Platform]\u0000Refinement\n\n\u0000\u0000---\n\u0000\u0000JY-20676\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Panorama\u0000prompt\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:05–15:18\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Users\u0000might\u0000attempt\u0000to\u0000delete\u0000a\u0000Panorama\u0000Prompt\u0000which\u0000is\u0000used\u0000in\u0000AJ\u0000Report.\u0000When\u0000they\u0000do\u0000that\u0000we\u0000need\u0000to\u0000let\u0000them\u0000know\n\u0000\u0000▎\u0000that\u0000the\u0000report\u0000will\u0000stop\u0000generating.\n\u0000\u0000▎\u0000-\u0000Show\u0000a\u0000confirmation\u0000modal\u0000when\u0000a\u0000user\u0000is\u0000deleting\u0000a\u0000Panorama\u0000Prompt\u0000that\u0000is\u0000used\u0000in\u0000an\u0000active/enabled\u0000report\n\n\u0000\u0000Figma\u0000linked:\u0000Project\u0000Phoenix\u0000(Automated\u0000Reports\u0000screens\u0000shown\u0000during\u0000discussion)\n\u0000\u0000Subtask:\u0000JY-20615\u0000(below)\n\u0000\u0000Data\u0000populated:\u0000Description\u0000was\u0000already\u0000present;\u0000Figma\u0000designs\u0000walked\u0000through\u0000live\n\n\u0000\u0000---\n\u0000\u0000JY-20615\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Saved\u0000Search\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:18–15:20\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\u0000\u0000Linked\u0000to:\u0000JY-20676\u0000(sibling\u0000ticket,\u0000same\u0000pattern\u0000for\u0000Saved\u0000Searches)\n\n\u0000\u0000---\n\u0000\u0000JY-20613\u0000·\u0000Allow\u0000owner's\u0000role\u0000to\u0000be\u0000selected\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:20–15:26\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Status:\u0000BACKLOG\u0000·\u0000Estimate\u0000visible:\u00002.5\u0000story\u0000points\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Stoyan\u0000is\u0000seeing\u0000more\u0000cases\u0000where\u0000the\u0000Owner\u0000doesn't\u0000want\u0000to\u0000connect\u0000their\u0000calendar\u0000and\u0000email\u0000to\u0000Jiminny\u0000because\u0000they\u0000don't\n\u0000\u0000▎\u0000 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Importing\u0000deals,\u0000leads,\u0000accounts\u0000and\u0000contacts\u0000can\u0000take\u0000hours\n\u0000\u0000▎\n\u0000\u0000▎\u0000Solution:\n\u0000\u0000▎\u0000-\u0000Separate\u0000obtaining\u0000which\u0000objects\u0000to\u0000import\u0000from\u0000updating\u0000them\u0000in\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000The\u0000current\u0000sync\u0000object\u0000job\u0000should\u0000only\u0000read\u0000batches\u0000from\u0000Salesforce\u0000and\u0000store\u0000the\u0000payload\u0000in\u0000Redis\n\u0000\u0000▎\u0000-\u0000A\u0000separate\u0000{import_object} job\u0000processes\u0000batches\u0000of\u0000100\u0000deals/leads/accounts/contacts\u0000from\u0000Redis\u0000into\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000Retry\u0000mechanism\u0000for\u0000spot\u0000instances\u0000being\u0000turned\u0000off\n\u0000\u0000▎\u0000-\u0000Clean\u0000Redis\u0000after\u000024\u0000hours\u0000for\u0000unconsumed\u0000objects\n\n\u0000\u0000---\n\u0000\u0000JY-20501\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000HubSpot\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:28–16:29\u0000(alongside\u0000JY-20500)\n\u0000\u0000Parent:\u0000JY-15971\u0000·\u0000Sprint\u0000assigned:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Key\u0000design\u0000note\u0000captured:\n\n\u0000\u0000▎\u0000\"We're\u0000just\u0000changing\u0000the\u0000source\u0000of\u0000IDs\u0000(HubSpot\u0000API\u0000instead\u0000of\u0000webhooks),\u0000but\u0000using\u0000the\u0000same\u0000Redis\u0000Batch\u0000Job\u0000pipeline\u0000—\n\u0000\u0000▎\u0000same\u0000retry/failure\u0000handling\u0000as\u0000regular\u0000webhook\u0000sync\"\n\n\u0000\u0000Description\u0000mirrors\u0000JY-20500\u0000but\u0000targets\u0000HubSpot\u0000objects\u0000(deals,\u0000accounts,\u0000contacts)\u0000instead\u0000of\u0000Salesforce\n\n\u0000\u0000---\n\u0000\u0000Also\u0000visible\u0000in\u0000backlog\u0000(not\u0000opened\u0000individually\u0000but\u0000listed):\n\n\u0000\u0000┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000Epic\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Estimate\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000in…\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000\u0000\u0000\u0000\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20699\u0000│\u0000Wrong\u0000formatting\u0000for\u0000summary\u0000in…\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00002.5\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20412\u0000│\u0000Change\u0000Auto-log\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Platform\u0000Sprint\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20361\u0000│\u0000AJ\u0000Panorama\u0000for\u0000Call\u0000Scoring\u0000in\u0000OD\u0000\u0000│\u0000Automated\u0000Reports\u0000│\u00004\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-19628\u0000│\u0000Evaluation\u0000of\u0000AJ\u0000Panorama\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Ask\u0000Anything\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20625\u0000│\u0000Jiminny\u0000MCP\u0000Connector\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20410\u0000│\u0000Update\u0000the\u0000template…\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘\n\n\u0000\u0000---\n\u0000\u0000K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both\u0000moved\u0000to\u0000Sprint\u00003\u0000Q2.\u0000Next:\u0000check\u0000if\u0000sprint\u0000assignments\u0000saved\u0000correctly\u0000in\u0000Jira.\u0000(disable\u0000recaps\u0000in\u0000/config)\n\n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n❯ \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000~112k\u0000uncached\u0000·\u0000/clear\u0000to\u0000start\u0000fresh\n\u0000\u0000?\u0000for\u0000shortcuts\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000new\u0000task?\u0000/clear to\u0000save\u0000113.2k\u0000tokens\n╭───\u0000Claude\u0000Code\u0000v2.1.114\u0000───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Tips\u0000for\u0000getting\u0000started\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Welcome\u0000back\u0000Lukas!\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Run\u0000/init\u0000to\u0000create\u0000a\u0000CLAUDE.md\u0000file\u0000with\u0000instructions\u0000for\u0000Claude\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Note:\u0000You\u0000have\u0000launched\u0000claude\u0000in\u0000your\u0000home\u0000directory.\u0000For\u0000the\u0000best\u0000experience,\u0000launch\u0000it\u0000in\u0000a\u0000project\u0000directory\u0000instead.\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▐▛███▜▌\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▝▜█████▛▘\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Recent\u0000activity\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▘▘\u0000▝▝\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u000010h\u0000ago\u0000\u0000nice\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Sonnet\u00004.6\u0000·\u0000API\u0000Usage\u0000Billing\u0000·\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00004d\u0000ago\u0000\u0000\u0000give\u0000me\u0000overview\u0000of\u0000what\u0000I\u0000did\u0000yesterday\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000kovaliklukas@gmail.com's\u0000Organization\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00001w\u0000ago\u0000\u0000\u0000how\u0000to\u0000open\u0000screenshots\u0000related,\u0000how\u0000many\u0000are\u0000there\u0000aroudn\u0000that\u0000time\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000/Users/lukas\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000/resume\u0000for\u0000more\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n╰────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯\n\n❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite \n \n Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite \"YOUR SQL HERE\" \n \n Key tables: \n - ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at \n - audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at \n - frames: columns id, file_path, timestamp, device_id \n - ui_events: columns id, event_type, element_text, app_name, created_at \n \n Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC). \n \n Steps: \n 1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text \n 2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone) \n 3. Correlate everything into a chronological timeline \n \n Output format — a narrative timeline like: \n 08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration \n 09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker \n 09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description \n ... \n \n Rules: \n - Convert all UTC timestamps to local time (Europe/Sofia = UTC+3) \n - Merge consecutive entries of the same app/window within 5-minute gaps \n - Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present \n - For code work: extract file names and ticket numbers from window titles \n - For Slack/browser: extract thread/page context from window_name \n - Minimum segment duration: 2 minutes (ignore flash switches) \n - End with a summary block: total focused work, meetings, context switches, top 3 apps by time \n \u0000⎿\u0000 Please\u0000run\u0000/login\u0000·\u0000API\u0000Error:\u0000401\u0000{\"type\":\"error\",\"error\":{\"type\":\"authentication_error\",\"message\":\"Invalid\u0000authentication\n\u0000\u0000\u0000\u0000\u0000credentials\"},\"request_id\":\"req_011CaFTE1idEzHpMgKT4Xunq\"}\n\n❯ is it ok now \n \u0000⎿\u0000 Please\u0000run\u0000/login\u0000·\u0000API\u0000Error:\u0000401\u0000{\"type\":\"error\",\"error\":{\"type\":\"authentication_error\",\"message\":\"Invalid\u0000authentication\n\u0000\u0000\u0000\u0000\u0000credentials\"},\"request_id\":\"req_011CaFTEnQhm5weRqNt6SMq2\"}\n\n❯ /login \n \u0000⎿\u0000\u0000Login\u0000successful\n\n❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite \n \n Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite \"YOUR SQL HERE\" \n \n Key tables: \n - ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at \n - audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at \n - frames: columns id, file_path, timestamp, device_id \n - ui_events: columns id, event_type, element_text, app_name, created_at \n \n Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC). \n \n Steps: \n 1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text \n 2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone) \n 3. Correlate everything into a chronological timeline \n \n Output format — a narrative timeline like: \n 08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration \n 09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker \n 09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description \n ... \n \n Rules: \n - Convert all UTC timestamps to local time (Europe/Sofia = UTC+3) \n - Merge consecutive entries of the same app/window within 5-minute gaps \n - Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present \n - For code work: extract file names and ticket numbers from window titles \n - For Slack/browser: extract thread/page context from window_name \n - Minimum segment duration: 2 minutes (ignore flash switches) \n - End with a summary block: total focused work, meetings, context switches, top 3 apps by time \n\n⏺\u0000Querying\u0000the\u0000Screenpipe\u0000database\u0000for\u0000today's\u0000activity.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"SELECT\u0000app_name,\u0000window_name,\u0000MIN(created_at)\u0000as\u0000first_seen,\u0000MAX(created_at)\u0000as\u0000last_seen,\u0000COUNT(*)\u0000as\u0000entries\u0000FROM\u0000ocr_t…)\n \u0000⎿\u0000 Error:\u0000Exit\u0000code\u00001\n\u0000\u0000\u0000\u0000\u0000Error:\u0000in\u0000prepare,\u0000no\u0000such\u0000column:\u0000created_at\n\u0000\u0000\u0000\u0000\u0000 \u0000SELECT\u0000app_name,\u0000window_name,\u0000MIN(created_at)\u0000as\u0000first_seen,\u0000MAX(created_at)\u0000a\n\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000error\u0000here\u0000---^\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"SELECT\u0000transcription,\u0000device,\u0000is_input,\u0000created_at\u0000FROM\u0000audio_transcriptions\u0000WHERE\u0000date(created_at)\u0000=\u0000date('now')\u0000AND\u0000len…)\n \u0000⎿\u0000 Cancelled:\u0000parallel\u0000tool\u0000call\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"S…)\u0000errored\n\n⏺\u0000Let\u0000me\u0000check\u0000the\u0000actual\u0000schema\u0000first.\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000ocr_text\"\u00002>&1\u0000&&\u0000echo\u0000\"---\"\u0000&&\u0000sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000audio_transcriptions\"\u00002>&1)\n \u0000⎿\u0000 CREATE\u0000TABLE\u0000IF\u0000NOT\u0000EXISTS\u0000\"ocr_text\"\u0000(\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000frame_id\u0000INTEGER\u0000NOT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000text\u0000TEXT\u0000NOT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000…\u0000+33\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000frames\"\u00002>&1)\n \u0000⎿\u0000 CREATE\u0000TABLE\u0000IF\u0000NOT\u0000EXISTS\u0000\"frames\"\u0000(\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000id\u0000INTEGER\u0000PRIMARY\u0000KEY\u0000AUTOINCREMENT,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000video_chunk_id\u0000INTEGER\u0000DEFAULT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000…\u0000+47\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000I\u0000have\u0000the\u0000schema.\u0000The\u0000timestamps\u0000are\u0000in\u0000frames,\u0000not\u0000ocr_text.\u0000Querying\u0000with\u0000joins.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"app_name\":\"PhpStorm\",\"window_name\":\"\",\"first_seen_local\":\"2026-04-20\u000009:09:09\",\"last_seen_local\":\"2026-04-20\u000013:08:57\",\"entries\":47},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"PhpStorm\",\"window_name\":\"faVsco.js\u0000–\u0000console\u0000[EU]\",\"first_seen_local\":\"2026-04-20\u000009:09:20\",\"last_seen_local\":\"2026-04-20\u000011:49:37\",\"entries\":31},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"PhpStorm\",\"window_name\":\"faVsco.js\u0000–\u0000console\u0000[PROD]\",\"first_seen_local\":\"2026-04-20\u000009:09:39\",\"last_seen_local\":\"2026-04-20\u000009:09:39\",\"entries\":1},\n\u0000\u0000\u0000\u0000\u0000…\u0000+95\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Let\u0000me\u0000get\u0000a\u0000bit\u0000more\u0000detail\u0000on\u0000the\u0000audio\u0000and\u0000the\u0000afternoon\u0000activity.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 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what about between 15:00 and 17:00 approximatelly. I had a meeting. What was it about \n\n⏺\u0000Let\u0000me\u0000dig\u0000into\u0000that\u0000window\u0000more\u0000carefully.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000transcription,\u0000device,\u0000is_input_device,\u0000datetime(timestamp,\u0000'+3\u0000hours')\u0000as\u0000local_time…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Wrong\u0000UTC\u0000offset\u0000in\u0000my\u0000query.\u0000Let\u0000me\u0000fix\u0000—\u000015:00–17:00\u0000local\u0000=\u000012:00–14:00\u0000UTC.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 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[{\"app_name\":\"Firefox\",\"window_name\":null,\"local_time\":\"2026-04-20\u000015:01:01\",\"text_preview\":\"slackActivityLaterJiminny\u0000...Dratts\u0000&\u0000centi8\u0000DirectoriesEb\u0000External\u0000connect\n\u0000\u0000\u0000\u0000\u0000ions#\u0000Starred8\u0000jiminny-x-integrati...&\u0000platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinic#\u0000curiosity_lab#\u0000engineering#\u0000frontend#\u0000general#\u0000inf\n\u0000\u0000\u0000\u0000\u0000ra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000launches#\u0000random#\u0000releases#\u0000support#\u0000thank-yous#\u0000the_people_of_jimi...6\u0000Direct\u0000messagesP.\u0000Aneliya\u0000Angelova\u0000\"},\n\u0000\u0000\u0000\u0000\u0000…\u0000+156\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Found\u0000it.\u0000Let\u0000me\u0000get\u0000the\u0000meeting\u0000duration\u0000and\u0000the\u0000Jira\u0000tickets\u0000that\u0000were\u0000discussed.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n 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[{\"local_time\":\"2026-04-20\u000017:15:27\",\"text_preview\":\"Slack•0\u0000ЕlActivityLateMoreVIewmistonWindowHeld@\u0000Search:\u0000shared-activiJiminny\u0000...Nikolay\u0000Nikolov→Drattc&\u0000contTMore\u0000u\n\u0000\u0000\u0000\u0000\u0000nreads8\u0000DieuurelMessagesr\u0000Filesщсе\u0000но\u0000като\u0000цяло\u0000на\u0000края\u0000както\u0000говорихме\u0000просто\u0000навсякьде\u0000където\u0000се\u0000псEb\u0000External\u0000connections&\u0000Starred@\u0000liminny-x-integrati...platform-in\n\u0000\u0000\u0000\u0000\u0000ner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinica\u0000curiosiiy\u0000ao#\u0000engineering#\u0000frontend#\u0000general#\u0000infra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000l\n\u0000\u0000\u0000\u0000\u0000…\u0000+14\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000015:00:39\",\"text_preview\":\"SlackO••\u0000ЕlActivityLaterVIewHistoryWindowHelp@\u0000Search:\u0000shared-actiJiminny\u0000..Dratts\u0000&\u0000centi8\u0000Directories#\u0000releases•\n\u0000\u0000\u0000\u0000\u0000MessagesEb\u0000External\u0000connections#\u0000Starred8\u0000jiminny-x-integrati...&\u0000platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendl#\u0000confusion-clinic#\u0000curiosity_lab#\u0000engineer\n\u0000\u0000\u0000\u0000\u0000ing#\u0000frontend#\u0000general#\u0000infra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000launches#\u0000random#\u0000releases#\u0000support#\u0000thank-yous#\u0000the_people_of_jimi...6\u0000Direct\u0000messagesP.\u0000A\n\u0000\u0000\u0000\u0000\u0000…\u0000+107\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Let\u0000me\u0000find\u0000when\u0000the\u0000meeting\u0000ended\u0000by\u0000checking\u0000the\u0000last\u0000Meet\u0000frames.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000017:07:11\",\"text_preview\":\"SlackActivityMoreVIewMistonWindowHeld@\u0000Search:\u0000shared-activiJiminny\u0000...*\u0000•\u0000Nikolay\u0000Nikolov→Drattck\u0000cantTMore\u0000unread\n\u0000\u0000\u0000\u0000\u0000s8\u0000Dieeurel•\u0000MessagesEb\u0000External\u0000connections&\u0000Starred@\u0000liminny-x-integrati...platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinica\u0000curiosiiy\u0000ao\n\u0000\u0000\u0000\u0000\u0000#\u0000engineering#\u0000fr\"},\n\u0000\u0000\u0000\u0000\u0000…\u0000+12\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000016:56:34\",\"text_preview\":\"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹\u0000>0\u0000lhl100%\u0000<78\n\u0000\u0000\u0000\u0000\u0000•\u0000Mon\u000020\u0000Apr\u000016:56:33=+Aneliya\u0000AngelovaGalya\u0000DimitrovaNikolay\u0000Yankov*Nikolay\u0000IvanovNikolay\u0000NikolovLukas\u0000Kovalik4:56\u0000PM\u0000|\u0000[Platform]\u0000Refinement\u0000•1:54:45\"},\n\u0000\u0000\u0000\u0000\u0000{\"local_time\":\"2026-04-20\u000016:56:32\",\"text_preview\":\"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹\u0000>0\u0000lbl100%\u0000[8•\n\u0000\u0000\u0000\u0000\u0000…\u0000+20\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Got\u0000everything.\u0000Here's\u0000the\u0000full\u0000picture:\n\n\u0000\u0000---\n\u0000\u0000📹\u0000\u0000Meeting:\u0000[Platform]\u0000Refinement\n\n\u0000\u0000Time:\u000015:02\u0000–\u0000~16:57\u0000·\u0000Duration:\u0000~1h\u000055min\n\u0000\u0000Platform:\u0000Google\u0000Meet\u0000(meet.google.com/cxs-eips-npt)\n\n\u0000\u0000Participants:\n\u0000\u0000-\u0000Lukas\u0000Kovalik\u0000(you)\n\u0000\u0000-\u0000Nikolay\u0000Ivanov\n\u0000\u0000-\u0000Steliyan\u0000Georgiev\n\u0000\u0000-\u0000Nikolay\u0000Nikolov\n\u0000\u0000-\u0000Nikolay\u0000Yankov\n\u0000\u0000-\u0000Aneliya\u0000Angelova\n\u0000\u0000-\u0000Galya\u0000Dimitrova\u0000(presenting/annotating\u0000at\u0000the\u0000end)\n\u0000\u0000-\u0000Stefka\u0000Stoyanova\n\n\u0000\u0000What\u0000was\u0000covered:\n\u0000\u0000This\u0000was\u0000a\u0000sprint\u0000backlog\u0000refinement\u0000session.\u0000The\u0000browser\u0000tabs\u0000visible\u0000during\u0000the\u0000call\u0000show\u0000exactly\u0000which\u0000Jira\u0000tickets\u0000were\u0000open\u0000and\u0000likely\u0000discussed:\n\n\u0000\u0000┌───────────┬──────────────────────────────────────────────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-19798\u0000\u0000│\u0000Evaluation\u0000for\u0000AI\u0000activity\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20553\u0000\u0000│\u0000Improve\u0000CRM-sync\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20698\u0000\u0000│\u0000Handle\u0000failed\u0000field\u0000sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20692\u0000\u0000│\u0000Change\u0000confirmation\u0000page\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20543\u0000\u0000│\u0000AJ\u0000Reports\u0000>\u0000Tracking\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-18909\u0000\u0000│\u0000(Part\u00002)\u0000Automated\u0000Reports\u0000/\u0000Ask\u0000Jiminny\u0000Reports\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000SRD-67871\u0000│\u0000Issue\u0000with\u0000reconnecting\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└───────────┴──────────────────────────────────────────────────┘\n\n\u0000\u0000You\u0000also\u0000had\u0000Postman\u0000open\u0000alongside\u0000the\u0000meeting\u0000with\u0000HubSpot\u0000(deal/object\u0000APIs)\u0000and\u0000Salesforce\u0000(tooling\u0000queries,\u0000field\u0000metadata)\u0000—\u0000likely\u0000looking\u0000up\u0000API\u0000details\u0000to\u0000clarify\n\u0000\u0000ticket\u0000scope.\n\n\u0000\u0000At\u0000~16:56,\u0000Galya\u0000Dimitrova\u0000was\u0000screen-sharing\u0000(OCR\u0000shows\u0000\"Presenting,\u0000annotating\"),\u0000with\u0000Jira\u0000(jiminny.atlassian.net)\u0000visible\u0000—\u0000typical\u0000of\u0000a\u0000refinement\u0000session\u0000wrapping\u0000up\u0000by\n\u0000\u0000walking\u0000through\u0000the\u0000board.\n\n\u0000\u0000No\u0000audio\u0000was\u0000captured,\u0000so\u0000the\u0000actual\u0000discussion\u0000content\u0000isn't\u0000available\u0000—\u0000but\u0000the\u0000ticket\u0000list\u0000and\u0000~2h\u0000duration\u0000match\u0000a\u0000thorough\u0000refinement\u0000session.\n\n✻\u0000Crunched\u0000for\u00001m\u000050s\n\n❯ lets maybe focus on one monitor at the time. I probably worked on some stuf when the meeting was on on other monitor. Lets focus on the monitor where was the meeting \n\n⏺\u0000Let\u0000me\u0000check\u0000what\u0000monitor/device\u0000info\u0000is\u0000available\u0000in\u0000the\u0000frames.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000DISTINCT\u0000device_name,\u0000COUNT(*)\u0000as\u0000cnt…)\n \u0000⎿\u0000 [{\"device_name\":\"monitor_1\",\"cnt\":4390},\n\u0000\u0000\u0000\u0000\u0000{\"device_name\":\"monitor_2\",\"cnt\":4703}]\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000DISTINCT\u0000device_name…)\n \u0000⎿\u0000 [{\"device_name\":\"monitor_1\"},\n\u0000\u0000\u0000\u0000\u0000{\"device_name\":\"monitor_2\"}]\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000f.device_name,\u0000COUNT(*)\u0000as\u0000meet_frames…)\n \u0000⎿\u0000 monitor_1|1336\n\u0000\u0000\u0000\u0000\u0000monitor_2|36\n\n⏺\u0000monitor_1\u0000was\u0000the\u0000meeting\u0000monitor.\u0000Now\u0000let\u0000me\u0000pull\u0000the\u0000full\u0000timeline\u0000for\u0000that\u0000monitor\u0000during\u0000the\u0000meeting.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"app_name\":\"iTerm2\",\"window_name\":\"iTerm2\",\"first_local\":\"2026-04-20\u000015:00:00\",\"last_local\":\"2026-04-20\u000017:07:40\",\"entries\":51},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"Raycast\",\"window_name\":\"Raycast\",\"first_local\":\"2026-04-20\u000015:00:26\",\"last_local\":\"2026-04-20\u000015:00:26\",\"entries\":1},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"Slack\",\"window_name\":\"Slack\",\"first_local\":\"2026-04-20\u000015:00:39\",\"last_local\":\"2026-04-20\u000017:26:09\",\"entries\":71},\n\u0000\u0000\u0000\u0000\u0000…\u0000+8\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000015:01:21\",\"app_name\":\"Firefox\",\"window_name\":\"Firefox\",\"text\":\"iTerm2ShellEditViewSessionScriptsProfilesWindowHelpC$0\u0000l\u00000100%\u0000C47\u0000•\u0000Mon\u000020\u0000Ap\n\u0000\u0000\u0000\u0000\u0000r\u000015:01:20meet.google.com/cxs-eips-npt?authuser=0Meet\u0000-\u0000[Platform]\u0000Refinement•\u0000[EMAIL]\u0000account+\u0000New\u0000TabLukas\u0000Kovalik[Platform]\u0000RefinementE\u0000Scheduled\u0000for4:00\u0000PM.\u0000Use\u0000Gem\n\u0000\u0000\u0000\u0000\u0000ini\u0000to\u0000take\u0000notesShare\u0000notes\u0000and\u0000transcriptStartJoin\u0000anywayOther\u0000ways\u0000to\u0000join\u0000v{\u0000MacBook\u0000Pr...4\u0000System\u0000Def..•\u0000FaceTime\u0000H...[\u0000Backgroun...Gemini\u0000is\u0000available\u0000in\u0000Meet\u0000as\n\u0000\u0000\u0000\u0000\u0000…\u0000+9\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n 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===\u0000JY-20676\u0000BEST\u0000FRAME\u0000===\n\u0000\u0000\u0000\u0000\u00002026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Pre\n\u0000\u0000\u0000\u0000\u0000senting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWindowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000D\n\u0000\u0000\u0000\u0000\u0000…\u0000+82\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000let\u0000me\u0000check\u0000one\u0000more\u0000thing\u0000—\u0000what\u0000specific\u0000data\u0000was\u0000populated\u0000during\u0000the\u0000meeting\u0000(sprint\u0000assignments,\u0000estimates,\u0000description\u0000updates).\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000datetime(f.timestamp,\u0000'+3\u0000hours')\u0000as\u0000t,\u0000o.text…)\n \u0000⎿\u0000 2026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Pre\n\u0000\u0000\u0000\u0000\u0000senting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWindowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000D\n\u0000\u0000\u0000\u0000\u0000ocs|AWS\u0000USS.\u0000GTM\u0000Tren.J\u0000AWS\u0000EU7\u0000A\u0000Journey-PlanhatThe\u0000Reven...•J\u0000Emоlй|E3\u0000Features4\u0000LogRocket|P\u0000Postmark*\u0000Bamboo*.\u0000Campus\u0000xFirebaseAsk\u0000Jimin#\u0000Platform\u0000Te.88G.\u0000Demo\u0000ExnSe\n\u0000\u0000\u0000\u0000\u0000…\u0000+27\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000I\u0000have\u0000everything\u0000needed.\u0000Here's\u0000the\u0000complete\u0000ticket\u0000breakdown:\n\n\u0000\u0000---\n\u0000\u0000Tickets\u0000Discussed\u0000—\u0000[Platform]\u0000Refinement\n\n\u0000\u0000---\n\u0000\u0000JY-20676\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Panorama\u0000prompt\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:05–15:18\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Users\u0000might\u0000attempt\u0000to\u0000delete\u0000a\u0000Panorama\u0000Prompt\u0000which\u0000is\u0000used\u0000in\u0000AJ\u0000Report.\u0000When\u0000they\u0000do\u0000that\u0000we\u0000need\u0000to\u0000let\u0000them\u0000know\u0000that\u0000the\u0000report\u0000will\u0000stop\u0000generating.\n\u0000\u0000▎\u0000-\u0000Show\u0000a\u0000confirmation\u0000modal\u0000when\u0000a\u0000user\u0000is\u0000deleting\u0000a\u0000Panorama\u0000Prompt\u0000that\u0000is\u0000used\u0000in\u0000an\u0000active/enabled\u0000report\n\n\u0000\u0000Figma\u0000linked:\u0000Project\u0000Phoenix\u0000(Automated\u0000Reports\u0000screens\u0000shown\u0000during\u0000discussion)\n\u0000\u0000Subtask:\u0000JY-20615\u0000(below)\n\u0000\u0000Data\u0000populated:\u0000Description\u0000was\u0000already\u0000present;\u0000Figma\u0000designs\u0000walked\u0000through\u0000live\n\n\u0000\u0000---\n\u0000\u0000JY-20615\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Saved\u0000Search\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:18–15:20\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\u0000\u0000Linked\u0000to:\u0000JY-20676\u0000(sibling\u0000ticket,\u0000same\u0000pattern\u0000for\u0000Saved\u0000Searches)\n\n\u0000\u0000---\n\u0000\u0000JY-20613\u0000·\u0000Allow\u0000owner's\u0000role\u0000to\u0000be\u0000selected\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:20–15:26\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Status:\u0000BACKLOG\u0000·\u0000Estimate\u0000visible:\u00002.5\u0000story\u0000points\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Stoyan\u0000is\u0000seeing\u0000more\u0000cases\u0000where\u0000the\u0000Owner\u0000doesn't\u0000want\u0000to\u0000connect\u0000their\u0000calendar\u0000and\u0000email\u0000to\u0000Jiminny\u0000because\u0000they\u0000don't\u0000want\u0000to\u0000be\u0000a\u0000recorder.\u0000Currently\u0000when\u0000a\u0000trial\u0000is\n\u0000\u0000▎\u0000created\u0000the\u0000Owner\u0000is\u0000given\u0000a\u0000Recorder\u0000role\u0000by\u0000default.\n\u0000\u0000▎\u0000-\u0000Allow\u0000Implementations\u0000to\u0000select\u0000the\u0000role\u0000of\u0000the\u0000owner\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\u0000\u0000▎\u0000-\u0000Put\u0000the\u0000field\u0000below\u0000the\u0000Owner\u0000field\n\u0000\u0000▎\u0000-\u0000Choices:\u0000Recorder\u0000/\u0000Recorder\u0000&\u0000Voice\u0000/\u0000Analyst\n\u0000\u0000▎\u0000-\u0000This\u0000option\u0000shouldn't\u0000appear\u0000when\u0000editing\u0000an\u0000organisation\n\u0000\u0000▎\u0000-\u0000When\u0000the\u0000owner\u0000signs\u0000in,\u0000they\u0000should\u0000have\u0000the\u0000selected\u0000role\u0000+\u0000Admin\u0000permissions\n\n\u0000\u0000---\n\u0000\u0000JY-20500\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000Salesforce\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:26–16:35\u0000(~70\u0000min,\u0000most\u0000of\u0000the\u0000meeting)\u0000·\u0000Multiple\u0000presenters\n\u0000\u0000Parent:\u0000JY-15971\u0000CRM\u0000Synching\u0000Improvements\u0000·\u0000Epic:\u0000CRM\u0000Sync\n\u0000\u0000Sprint\u0000assigned\u0000during\u0000meeting:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Need\u0000QA:\u0000No\n\u0000\u0000Description\u0000(Stefka\u0000Stoyanova\u0000updated):\n\n\u0000\u0000▎\u0000Currently\u0000synching\u0000CRM\u0000objects\u0000is\u0000not\u0000working\u0000sufficiently\u0000when\u0000a\u0000huge\u0000amount\u0000of\u0000objects\u0000are\u0000imported\u0000from\u0000the\u0000CRM\u0000into\u0000Jiminny.\n\u0000\u0000▎\n\u0000\u0000▎\u0000Problem: Importing\u0000deals,\u0000leads,\u0000accounts\u0000and\u0000contacts\u0000can\u0000take\u0000hours\n\u0000\u0000▎\n\u0000\u0000▎\u0000Solution:\n\u0000\u0000▎\u0000-\u0000Separate\u0000obtaining\u0000which\u0000objects\u0000to\u0000import\u0000from\u0000updating\u0000them\u0000in\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000The\u0000current\u0000sync\u0000object\u0000job\u0000should\u0000only\u0000read\u0000batches\u0000from\u0000Salesforce\u0000and\u0000store\u0000the\u0000payload\u0000in\u0000Redis\n\u0000\u0000▎\u0000-\u0000A\u0000separate\u0000{import_object} job\u0000processes\u0000batches\u0000of\u0000100\u0000deals/leads/accounts/contacts\u0000from\u0000Redis\u0000into\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000Retry\u0000mechanism\u0000for\u0000spot\u0000instances\u0000being\u0000turned\u0000off\n\u0000\u0000▎\u0000-\u0000Clean\u0000Redis\u0000after\u000024\u0000hours\u0000for\u0000unconsumed\u0000objects\n\n\u0000\u0000---\n\u0000\u0000JY-20501\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000HubSpot\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:28–16:29\u0000(alongside\u0000JY-20500)\n\u0000\u0000Parent:\u0000JY-15971\u0000·\u0000Sprint\u0000assigned:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Key\u0000design\u0000note\u0000captured:\n\n\u0000\u0000▎\u0000\"We're\u0000just\u0000changing\u0000the\u0000source\u0000of\u0000IDs\u0000(HubSpot\u0000API\u0000instead\u0000of\u0000webhooks),\u0000but\u0000using\u0000the\u0000same\u0000Redis\u0000Batch\u0000Job\u0000pipeline\u0000—\u0000same\u0000retry/failure\u0000handling\u0000as\u0000regular\u0000webhook\u0000sync\"\n\n\u0000\u0000Description\u0000mirrors\u0000JY-20500\u0000but\u0000targets\u0000HubSpot\u0000objects\u0000(deals,\u0000accounts,\u0000contacts)\u0000instead\u0000of\u0000Salesforce\n\n\u0000\u0000---\n\u0000\u0000Also\u0000visible\u0000in\u0000backlog\u0000(not\u0000opened\u0000individually\u0000but\u0000listed):\n\n\u0000\u0000┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000Epic\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Estimate\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000in…\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000\u0000\u0000\u0000\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20699\u0000│\u0000Wrong\u0000formatting\u0000for\u0000summary\u0000in…\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00002.5\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20412\u0000│\u0000Change\u0000Auto-log\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Platform\u0000Sprint\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20361\u0000│\u0000AJ\u0000Panorama\u0000for\u0000Call\u0000Scoring\u0000in\u0000OD\u0000\u0000│\u0000Automated\u0000Reports\u0000│\u00004\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-19628\u0000│\u0000Evaluation\u0000of\u0000AJ\u0000Panorama\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Ask\u0000Anything\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20625\u0000│\u0000Jiminny\u0000MCP\u0000Connector\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20410\u0000│\u0000Update\u0000the\u0000template…\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘\n\n\u0000\u0000---\n\u0000\u0000Key\u0000outcomes\u0000from\u0000the\u0000session:\n\u0000\u0000-\u0000JY-20500\u0000and\u0000JY-20501\u0000were\u0000pulled\u0000into\u0000Platform\u0000Sprint\u00003\u0000Q2\u0000and\u0000ranked\u0000during\u0000the\u0000meeting\n\u0000\u0000-\u0000JY-20501\u0000description\u0000and\u0000JY-20500\u0000description\u0000were\u0000updated\u0000by\u0000Stefka\u0000Stoyanova\u0000during\u0000the\u0000call\n\u0000\u0000-\u0000JY-20613\u0000had\u0000its\u0000estimate\u0000confirmed\u0000at\u00002.5\u0000points\n\u0000\u0000-\u0000Figma\u0000(Project\u0000Phoenix)\u0000was\u0000used\u0000to\u0000walk\u0000through\u0000JY-20676/JY-20615\u0000UI\u0000flows\n\n✻\u0000Brewed\u0000for\u00001m\u000057s\n\n※\u0000recap:\u0000Platform\u0000refinement\u0000meeting\u0000reviewed\u00005\u0000Jira\u0000tickets,\u0000mainly\u0000JY-20500/20501\u0000batch\u0000CRM\u0000sync\u0000for\u0000Salesforce\u0000and\u0000HubSpot,\u0000both\u0000moved\u0000to\u0000Sprint\u00003\u0000Q2.\u0000Next:\u0000check\u0000if\u0000sprint\n\u0000\u0000assignments\u0000saved\u0000correctly\u0000in\u0000Jira.\u0000(disable\u0000recaps\u0000in\u0000/config)\n\n❯ give me detailed overview of the yesterday \n \n⏺ Querying yesterday's (April 21) activity from the database. \n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite \" \n SELECT…) \n ⎿ [{\"app_name\":\"iTerm2\",\"window_name\":\"-zsh\",\"device_name\":\"monitor_2\",\"first_local\":\"2026-04-21 09:09:34\",\"last_local\":\"2026-04-21 09:09:34\",\"entries\":1}, \n \u0000\u0000{\"app_name\":\"iTerm2\",\"window_name\":\"-zsh\",\"device_name\":\"monitor_1\",\"first_local\":\"2026-04-21\u000009:09:34\",\"last_local\":\"2026-04-21\u000009:53:02\",\"entries\":2}, \n {\"app_name\":\"iTerm2\",\"window_name\":null,\"device_name\":\"monitor_2\",\"first_local\":\"2026-04-21 09:10:11\",\"last_local\":\"2026-04-21 20:02:04\",\"entries\":473}, \n\u0000\u0000\u0000\u0000\u0000… +175 lines (ctrl+o to expand) \u0000 \u0000 \u0000 \u0000 \u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n \n⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite\u0000\"\n SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…) \n ⎿ (No output) \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n \n⏺ Bash(cat /Users/lukas/.claude/projects/-Users-lukas/81aa3054-f078-4fb2-aeb0-937316d28f59/tool-results/bcvzlswes.txt | python3 -c \" \n⏺ import json, sys…) \n ⎿ Running… \n 09:09-09:53 (43m) | iTerm2 | -zsh \n· Wib09:10-20:02 (651m)2|tiTerm2 | \n 09:10-09:10 (0m) | Firefox |\u0000Claude\u0000Platform\u0000—\u0000Personal\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n─────… +44 lines (ctrl+o to expand)───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n \n⏺ Good data. Let me grab key details on the PR, the─commit,─and─some─of─the─content─from─those─sessions.──────────────────────────────────────────────────────────────────────────\n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 17:56:13|DMSActivityMoreSlackcalVIewMistonWindowhelp@ Describe what you are looking forJiminny ...& Aneliya Angelova, ...84# platform-tickets# product_launc \n hes¿randomi# releases# support# thank-yous# the_people_of jimi...Direct messagesAneliya Angelova, ...P. Aneliya Angelova&i. Mario GeorgievFR. Nikolay Yankov8: Todor Sta \n matovP. Gabriela Dureva. Petko Kashinski€. Vasil Vasilev. Nikolay Nikolov. Galya Dimitrova8. Stefka Stoyanova8. Stoyan Tomov2. Stoyan TanevNikolav Ivanove. Ves• Apps6 J \n … +12 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 1000) as text…) \n ⎿ (No output) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 09:45:40|FirefoxFileEditViewHistoryBookmarks< → сProfilesToolsWindowHelpmeet.google.com/agt-teir-cwt?authuser=lukas.kovalik%40jiminny.comDaily - Platform • n \n ow100% (4 8• Tue 21 Apr 9:45:4011 [EMAIL] accountLukas KovalikDaily - PlatformAneliya Angelova, Nikolay Ivanov, Nikolay Nikolov and 2 moreare in this call. Use Gemini t \n o take notesShare notes and transcriptStartJoin nowOther ways to join{ MacBook Pro…..4 System Defa...• FaceTime HD...g Backgrounds...Gemini is available in Meet as your \n … +11 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 1000) as text…) \n ⎿ 2026-04-21 15:06:19|PhpStormVIewINavigarecodeFV faVsco.js#11894 on JY-18909-autcProiect© AiPromptRepository.php© AskAnythingRepository.phpAutomateakeporskepository.on:c \n alllmportkepository.ong© CoachingFeedbackRepository.phc) cimIemolateriterkeposicorv.ong© CrmTemplateRepository.phpc) crmTemplateRunRepositorv.php© DeviceRepository.phpC \n ) ElasticActivityRepositorv.php© EmailMessageRepositorv.phpc) GenericAiPromptRepositorv.pho@ GroupRepositorv.phpCnoox=mailBatchReoositorv.ono@ InboxRepositorv.ohp© [EMA \n … +10 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 12:58:29|DMSActivityMoreSlackcalVIewMistonWindowhelpQ Search JimJiminny…..& people-with-copilo...@ people-with-zoom-….# platform-team# platform-tickets# pro \n duct launches# random# releases# support# thank-yous# the_people_of jimi...o Direct messages€. Vasil VasilevP. Nikolay Nikolov 1R. Aneliya Angelova. Galya Dimitrova M. \n Stefka Stoyanova8. Stoyan Tomov3 Aneliya Angelova,..2. Stoyan Tanev®. Nikolay IvanovP. Ves@ Petko Kashinskil#:Apps6 Jira Clout® Toast#releases8 22Messagesr Files• Bookm \n … +12 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 600) as text…) \n ⎿ 2026-04-21 10:02:48|Cuickllme PlayercaltWindowIY [SRD-6793] Les Mills activity type(SRD-6787] Issue with reconnectirX Jiminny MCP Connector - Product+ (UY-20676) Notify \n the user if a PanM Jiminny Mail(JY-20500) Batch initial sync for S.Feed - jiminny - Sentry& Jiminny() JY-20701 | Reschedule HubSpot SPipelines - jiminny/appNew TabServ \n ice-Desk - Queues - Platform_ New TabFITAF1 14m\u000022c567\u00008\u0000MRVIeWMelpy.atlassian.net/jira/software/c/projects/JY/boards/3700O\u0000JIMINNY@\u0000For\u0000you©\u0000Recent|#\u0000Starred8$\u0000Apps•\u0000S\n … +17 lines (ctrl+o to expand) \n\u0000\u0000 \n⏺ I have everything I need. Here's the full picture: \n \n --- \n Activity Summary — Tuesday, 21 April 2026 \n \n Timeline \n \n 09:09–09:45 PhpStorm + iTerm2 — morning warmup, EU console checks, \n briefly opened SRD-6793 (Les Mills \n activity types) and pipeline view \n \n 09:46–10:00 Firefox · Meet - Daily - — 📹\u0000 Platform daily standup (~14 min) \n Platform\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Participants:\u0000Aneliya,\u0000Nikolay\u0000Ivanov,\n Nikolay Nikolov + 2 others \n \n 10:00–10:55 QuickTime Player — reviewed 4 recordings back-to-back: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000•\u0000Daily\u00002026-04-21.mp4\u0000(today's\u0000standup)\n • Refinement 2026-04-20.mp4 (Monday's 2h meeting) \n • Refinement 2026-02-09.mp4 \n • Refinement 2026-04-06.mp4 \n + Jira board open alongside (JY-18909 selected, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Platform\u0000Sprint\u00002\u0000Q2\u0000scrum\u0000board)\n \n 10:10–12:52 PhpStorm · faVsco.js — CRM Sync batch work (linking to tickets \n from Monday's refinement): \n SyncObjects.php (~116 min, main file), \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Salesforce/Service.php\u0000(~68\u0000min),\n EventServiceProvider.php, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000OpportunitySyncTrait.php,\n ActivityLeadConverted.php, \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000ConvertLeadActivities.php,\n LeadConverted.php, SaveActivity.php \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(git\u0000history\u0000check\u0000at\u000012:12)\n \n 11:00–14:20 Firefox · Figma — Project Phoenix open in background \n (Project Phoenix) throughout morning and early afternoon \n \n 12:26–onward PhpStorm\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000SF\u0000[jiminny@localhost]\u0000local\u0000Salesforce\n debug console running; PROD console also \n visible all day \n \n 13:05–13:39 PhpStorm · faVsco.js — switched to Automated Reports: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000UserAutomatedReportsController.php,\n api.php (routing), TrackProviderInstalledEvent.php \n\u0000\u0000 \n 13:39–14:13 Slack — Jira Cloud DM notifications, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000#confusion-clinic,\u0000Petko\u0000Kashinski\u0000DM\n \n 14:11–15:42 PhpStorm · faVsco.js — mail jobs for Automated Reports: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000RequestGenerateAskJiminnyReportJob.php,\n RequestGenerateAskJiminnyReportJobTest.php, \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000SendReportNotGeneratedMailJob.php,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000SendReportMailJob.php,\n ReportNotGenerated.php, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000report-not-generated.blade.php\n \n 14:35–14:40 Slack · Huddle: @Aneliya — 📹\u0000 Quick sync with Aneliya (~5 min) \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Angelova\n \n\u0000\u000014:40–16:28 PhpStorm\u0000·\u0000faVsco.js\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000repository\u0000+\u0000service\u0000layer:\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000AutomatedReportsRepository.php,\n AutomatedReportsService.php \n \n 15:23–16:43 Slack — Gabriela Dureva DM, Todor Stamatov DM \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(multiple\u0000threads),\u0000#releases\u0000channel\n \n 16:09–17:38 PhpStorm · faVsco.js — AutomatedReportsRepositoryTest.php (~89 min) \n \n 16:28–18:12 PhpStorm · Commit Changes — staged and committed automated reports work \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(long\u0000session,\u0000likely\u0000multiple\u0000commits)\n Branch: JY-18909-automated-reports-ask-jiminny \n \n 16:36–16:44 Slack · Nikolay Yankov DM — quick exchange \n \n 17:25–17:32 Slack · #the_people_of_jiminny — company channel \n \n 17:32–18:00 Slack · Aneliya DM — follow-up after the huddle \n \n 17:49–19:20 Slack · group DM — extended thread with Aneliya Angelova, \n (Aneliya\u0000+\u0000Nikolay\u0000Yankov\u0000\u0000\u0000\u0000\u0000\u0000\u0000Nikolay\u0000Yankov,\u0000Steliyan\u0000Georgiev\u0000—\n + Steliyan Georgiev) discussing Automated Reports UI: \n \"Galya wants creator removed from SharedWith \n column; if not shared with anyone, column \n should be empty\" → Aneliya asks Lukas to \n make the change \n \n 17:39–18:12 Slack · #releases — watching release channel \n \n 18:06–19:38 PhpStorm · faVsco.js — AutomatedReportsServiceTest.php \n\u0000\u0000 \n 18:14 Firefox — reviewed PR #11894 \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\"Ask\u0000Jiminny\u0000Reports\"\u0000(branch\u0000JY-18909)\n \n 18:26 Firefox · Confluence — Engineering page (brief reference) \n \n 18:49–19:23 PhpStorm · STAGING console — tested on staging: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000AutomatedReportResult.php,\u0000laravel.log,\n web.php, Controllers/UserAutomatedReportsController \n\u0000\u0000 \n 19:20–19:59 Slack · #platform-inner-team — end of day channel activity \n \n 19:26 PhpStorm · crm_configurations — quick PROD check \n\u0000\u0000 [PROD]\n \n 19:37–19:59\u0000\u0000PhpStorm\u0000·\u0000faVsco.js\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000MatchActivityCrmData.php,\n DeleteCrmEntityTrait.php \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(back\u0000to\u0000CRM\u0000work\u0000late)\n \n 20:03 Firefox · CloudWatch — checked AWS logs before closing \n \n --- \n\u0000\u0000Summary \n\n\u0000\u0000┌─────────────┬─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┐\n\u0000\u0000│\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000 \u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n\u0000\u0000│ Day span │ 09:09 – 20:03 (~11h)\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n │ Meetings │ Platform daily standup 09:46–10:00; Slack huddle w/ Aneliya 14:35–14:40 │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │ Coding │ Two tracks: CRM Sync batch (morning, SyncObjects + Salesforce/Service) → Automated Reports (afternoon/evening, full stack: controller → jobs → repository → │ \n │ focus │ service → tests) │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n │ Branch │ JY-18909-automated-reports-ask-jiminny — committed + PR #11894 reviewed │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │\u0000Notable\u0000\u0000\u0000\u0000\u0000│\u0000Watched\u0000Monday's\u0000refinement\u0000recording\u0000back\u0000(catching\u0000up\u0000on\u0000the\u00002h\u0000session),\u0000Galya's\u0000SharedWith\u0000UI\u0000change\u0000request\u0000came\u0000in\u0000late\u0000via\u0000group\u0000DM\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │ Top apps │ PhpStorm\u0000·\u0000iTerm2\u0000·\u0000Slack\u0000·\u0000Firefox\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n └─────────────┴─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┘ \n \n Calendar spotted for today (Wed 22): Daily standup 09:45, Userpilot Introduction 11:30–12:30, Refinement 15:00–16:00, Support Daily 15:00. \n \n✻ Cooked for 1m 49s \n \n※ recap: Yesterday you built out the Automated Reports feature on branch JY-18909, covering controller, jobs, repository, service, and tests, then reviewed PR #11894. Next: \n address Galya's SharedWith column UI change requested via the group DM. (disable recaps in /config) \n \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n❯ \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n ? for shortcuts","depth":4,"value":"⏺\u0000Bash(for\u0000ticket\u0000in\u0000\"JY-20676\"\u0000\"JY-20615\"\u0000\"JY-20613\"\u0000\"JY-20500\"\u0000\"JY-20501\";\u0000do\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000echo\u0000\"===\u0000$ticket\u0000BEST\u0000FRAME\u0000===\"…)\n \u0000⎿\u0000 ===\u0000JY-20676\u0000BEST\u0000FRAME\u0000===\n\u0000\u0000\u0000\u0000\u00002026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=\n\u0000\u0000\u0000\u0000\u00000100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Presenting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWin\n\u0000\u0000\u0000\u0000\u0000…\u0000+120\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000let\u0000me\u0000check\u0000one\u0000more\u0000thing\u0000—\u0000what\u0000specific\u0000data\u0000was\u0000populated\u0000during\u0000the\u0000meeting\u0000(sprint\u0000assignments,\u0000estimates,\n\u0000\u0000description\u0000updates).\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000datetime(f.timestamp,\u0000'+3\u0000hours')\u0000as\u0000t,\u0000o.text…)\n \u0000⎿\u0000 2026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=\n\u0000\u0000\u0000\u0000\u00000100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Presenting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWin\n\u0000\u0000\u0000\u0000\u0000dowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000Docs|AWS\u0000USS.\n\u0000\u0000\u0000\u0000\u0000…\u0000+41\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000I\u0000have\u0000everything\u0000needed.\u0000Here's\u0000the\u0000complete\u0000ticket\u0000breakdown:\n\n\u0000\u0000---\n\u0000\u0000Tickets\u0000Discussed\u0000—\u0000[Platform]\u0000Refinement\n\n\u0000\u0000---\n\u0000\u0000JY-20676\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Panorama\u0000prompt\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:05–15:18\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Users\u0000might\u0000attempt\u0000to\u0000delete\u0000a\u0000Panorama\u0000Prompt\u0000which\u0000is\u0000used\u0000in\u0000AJ\u0000Report.\u0000When\u0000they\u0000do\u0000that\u0000we\u0000need\u0000to\u0000let\u0000them\u0000know\n\u0000\u0000▎\u0000that\u0000the\u0000report\u0000will\u0000stop\u0000generating.\n\u0000\u0000▎\u0000-\u0000Show\u0000a\u0000confirmation\u0000modal\u0000when\u0000a\u0000user\u0000is\u0000deleting\u0000a\u0000Panorama\u0000Prompt\u0000that\u0000is\u0000used\u0000in\u0000an\u0000active/enabled\u0000report\n\n\u0000\u0000Figma\u0000linked:\u0000Project\u0000Phoenix\u0000(Automated\u0000Reports\u0000screens\u0000shown\u0000during\u0000discussion)\n\u0000\u0000Subtask:\u0000JY-20615\u0000(below)\n\u0000\u0000Data\u0000populated:\u0000Description\u0000was\u0000already\u0000present;\u0000Figma\u0000designs\u0000walked\u0000through\u0000live\n\n\u0000\u0000---\n\u0000\u0000JY-20615\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Saved\u0000Search\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:18–15:20\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\u0000\u0000Linked\u0000to:\u0000JY-20676\u0000(sibling\u0000ticket,\u0000same\u0000pattern\u0000for\u0000Saved\u0000Searches)\n\n\u0000\u0000---\n\u0000\u0000JY-20613\u0000·\u0000Allow\u0000owner's\u0000role\u0000to\u0000be\u0000selected\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:20–15:26\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Status:\u0000BACKLOG\u0000·\u0000Estimate\u0000visible:\u00002.5\u0000story\u0000points\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Stoyan\u0000is\u0000seeing\u0000more\u0000cases\u0000where\u0000the\u0000Owner\u0000doesn't\u0000want\u0000to\u0000connect\u0000their\u0000calendar\u0000and\u0000email\u0000to\u0000Jiminny\u0000because\u0000they\u0000don't\n\u0000\u0000▎\u0000 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Importing\u0000deals,\u0000leads,\u0000accounts\u0000and\u0000contacts\u0000can\u0000take\u0000hours\n\u0000\u0000▎\n\u0000\u0000▎\u0000Solution:\n\u0000\u0000▎\u0000-\u0000Separate\u0000obtaining\u0000which\u0000objects\u0000to\u0000import\u0000from\u0000updating\u0000them\u0000in\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000The\u0000current\u0000sync\u0000object\u0000job\u0000should\u0000only\u0000read\u0000batches\u0000from\u0000Salesforce\u0000and\u0000store\u0000the\u0000payload\u0000in\u0000Redis\n\u0000\u0000▎\u0000-\u0000A\u0000separate\u0000{import_object} job\u0000processes\u0000batches\u0000of\u0000100\u0000deals/leads/accounts/contacts\u0000from\u0000Redis\u0000into\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000Retry\u0000mechanism\u0000for\u0000spot\u0000instances\u0000being\u0000turned\u0000off\n\u0000\u0000▎\u0000-\u0000Clean\u0000Redis\u0000after\u000024\u0000hours\u0000for\u0000unconsumed\u0000objects\n\n\u0000\u0000---\n\u0000\u0000JY-20501\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000HubSpot\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:28–16:29\u0000(alongside\u0000JY-20500)\n\u0000\u0000Parent:\u0000JY-15971\u0000·\u0000Sprint\u0000assigned:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Key\u0000design\u0000note\u0000captured:\n\n\u0000\u0000▎\u0000\"We're\u0000just\u0000changing\u0000the\u0000source\u0000of\u0000IDs\u0000(HubSpot\u0000API\u0000instead\u0000of\u0000webhooks),\u0000but\u0000using\u0000the\u0000same\u0000Redis\u0000Batch\u0000Job\u0000pipeline\u0000—\n\u0000\u0000▎\u0000same\u0000retry/failure\u0000handling\u0000as\u0000regular\u0000webhook\u0000sync\"\n\n\u0000\u0000Description\u0000mirrors\u0000JY-20500\u0000but\u0000targets\u0000HubSpot\u0000objects\u0000(deals,\u0000accounts,\u0000contacts)\u0000instead\u0000of\u0000Salesforce\n\n\u0000\u0000---\n\u0000\u0000Also\u0000visible\u0000in\u0000backlog\u0000(not\u0000opened\u0000individually\u0000but\u0000listed):\n\n\u0000\u0000┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000Epic\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Estimate\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000in…\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000\u0000\u0000\u0000\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20699\u0000│\u0000Wrong\u0000formatting\u0000for\u0000summary\u0000in…\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00002.5\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20412\u0000│\u0000Change\u0000Auto-log\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Platform\u0000Sprint\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20361\u0000│\u0000AJ\u0000Panorama\u0000for\u0000Call\u0000Scoring\u0000in\u0000OD\u0000\u0000│\u0000Automated\u0000Reports\u0000│\u00004\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-19628\u0000│\u0000Evaluation\u0000of\u0000AJ\u0000Panorama\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Ask\u0000Anything\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20625\u0000│\u0000Jiminny\u0000MCP\u0000Connector\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20410\u0000│\u0000Update\u0000the\u0000template…\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘\n\n\u0000\u0000---\n\u0000\u0000K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both\u0000moved\u0000to\u0000Sprint\u00003\u0000Q2.\u0000Next:\u0000check\u0000if\u0000sprint\u0000assignments\u0000saved\u0000correctly\u0000in\u0000Jira.\u0000(disable\u0000recaps\u0000in\u0000/config)\n\n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n❯ \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000~112k\u0000uncached\u0000·\u0000/clear\u0000to\u0000start\u0000fresh\n\u0000\u0000?\u0000for\u0000shortcuts\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000new\u0000task?\u0000/clear to\u0000save\u0000113.2k\u0000tokens\n╭───\u0000Claude\u0000Code\u0000v2.1.114\u0000───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Tips\u0000for\u0000getting\u0000started\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Welcome\u0000back\u0000Lukas!\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Run\u0000/init\u0000to\u0000create\u0000a\u0000CLAUDE.md\u0000file\u0000with\u0000instructions\u0000for\u0000Claude\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Note:\u0000You\u0000have\u0000launched\u0000claude\u0000in\u0000your\u0000home\u0000directory.\u0000For\u0000the\u0000best\u0000experience,\u0000launch\u0000it\u0000in\u0000a\u0000project\u0000directory\u0000instead.\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▐▛███▜▌\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▝▜█████▛▘\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Recent\u0000activity\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000▘▘\u0000▝▝\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u000010h\u0000ago\u0000\u0000nice\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Sonnet\u00004.6\u0000·\u0000API\u0000Usage\u0000Billing\u0000·\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00004d\u0000ago\u0000\u0000\u0000give\u0000me\u0000overview\u0000of\u0000what\u0000I\u0000did\u0000yesterday\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000kovaliklukas@gmail.com's\u0000Organization\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00001w\u0000ago\u0000\u0000\u0000how\u0000to\u0000open\u0000screenshots\u0000related,\u0000how\u0000many\u0000are\u0000there\u0000aroudn\u0000that\u0000time\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000/Users/lukas\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000/resume\u0000for\u0000more\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n╰────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯\n\n❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite \n \n Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite \"YOUR SQL HERE\" \n \n Key tables: \n - ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at \n - audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at \n - frames: columns id, file_path, timestamp, device_id \n - ui_events: columns id, event_type, element_text, app_name, created_at \n \n Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC). \n \n Steps: \n 1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text \n 2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone) \n 3. Correlate everything into a chronological timeline \n \n Output format — a narrative timeline like: \n 08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration \n 09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker \n 09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description \n ... \n \n Rules: \n - Convert all UTC timestamps to local time (Europe/Sofia = UTC+3) \n - Merge consecutive entries of the same app/window within 5-minute gaps \n - Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present \n - For code work: extract file names and ticket numbers from window titles \n - For Slack/browser: extract thread/page context from window_name \n - Minimum segment duration: 2 minutes (ignore flash switches) \n - End with a summary block: total focused work, meetings, context switches, top 3 apps by time \n \u0000⎿\u0000 Please\u0000run\u0000/login\u0000·\u0000API\u0000Error:\u0000401\u0000{\"type\":\"error\",\"error\":{\"type\":\"authentication_error\",\"message\":\"Invalid\u0000authentication\n\u0000\u0000\u0000\u0000\u0000credentials\"},\"request_id\":\"req_011CaFTE1idEzHpMgKT4Xunq\"}\n\n❯ is it ok now \n \u0000⎿\u0000 Please\u0000run\u0000/login\u0000·\u0000API\u0000Error:\u0000401\u0000{\"type\":\"error\",\"error\":{\"type\":\"authentication_error\",\"message\":\"Invalid\u0000authentication\n\u0000\u0000\u0000\u0000\u0000credentials\"},\"request_id\":\"req_011CaFTEnQhm5weRqNt6SMq2\"}\n\n❯ /login \n \u0000⎿\u0000\u0000Login\u0000successful\n\n❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite \n \n Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite \"YOUR SQL HERE\" \n \n Key tables: \n - ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at \n - audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at \n - frames: columns id, file_path, timestamp, device_id \n - ui_events: columns id, event_type, element_text, app_name, created_at \n \n Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC). \n \n Steps: \n 1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text \n 2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone) \n 3. Correlate everything into a chronological timeline \n \n Output format — a narrative timeline like: \n 08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration \n 09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker \n 09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description \n ... \n \n Rules: \n - Convert all UTC timestamps to local time (Europe/Sofia = UTC+3) \n - Merge consecutive entries of the same app/window within 5-minute gaps \n - Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present \n - For code work: extract file names and ticket numbers from window titles \n - For Slack/browser: extract thread/page context from window_name \n - Minimum segment duration: 2 minutes (ignore flash switches) \n - End with a summary block: total focused work, meetings, context switches, top 3 apps by time \n\n⏺\u0000Querying\u0000the\u0000Screenpipe\u0000database\u0000for\u0000today's\u0000activity.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"SELECT\u0000app_name,\u0000window_name,\u0000MIN(created_at)\u0000as\u0000first_seen,\u0000MAX(created_at)\u0000as\u0000last_seen,\u0000COUNT(*)\u0000as\u0000entries\u0000FROM\u0000ocr_t…)\n \u0000⎿\u0000 Error:\u0000Exit\u0000code\u00001\n\u0000\u0000\u0000\u0000\u0000Error:\u0000in\u0000prepare,\u0000no\u0000such\u0000column:\u0000created_at\n\u0000\u0000\u0000\u0000\u0000 \u0000SELECT\u0000app_name,\u0000window_name,\u0000MIN(created_at)\u0000as\u0000first_seen,\u0000MAX(created_at)\u0000a\n\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000error\u0000here\u0000---^\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"SELECT\u0000transcription,\u0000device,\u0000is_input,\u0000created_at\u0000FROM\u0000audio_transcriptions\u0000WHERE\u0000date(created_at)\u0000=\u0000date('now')\u0000AND\u0000len…)\n \u0000⎿\u0000 Cancelled:\u0000parallel\u0000tool\u0000call\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"S…)\u0000errored\n\n⏺\u0000Let\u0000me\u0000check\u0000the\u0000actual\u0000schema\u0000first.\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000ocr_text\"\u00002>&1\u0000&&\u0000echo\u0000\"---\"\u0000&&\u0000sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000audio_transcriptions\"\u00002>&1)\n \u0000⎿\u0000 CREATE\u0000TABLE\u0000IF\u0000NOT\u0000EXISTS\u0000\"ocr_text\"\u0000(\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000frame_id\u0000INTEGER\u0000NOT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000text\u0000TEXT\u0000NOT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000…\u0000+33\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\".schema\u0000frames\"\u00002>&1)\n \u0000⎿\u0000 CREATE\u0000TABLE\u0000IF\u0000NOT\u0000EXISTS\u0000\"frames\"\u0000(\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000id\u0000INTEGER\u0000PRIMARY\u0000KEY\u0000AUTOINCREMENT,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000video_chunk_id\u0000INTEGER\u0000DEFAULT\u0000NULL,\n\u0000\u0000\u0000\u0000\u0000…\u0000+47\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000I\u0000have\u0000the\u0000schema.\u0000The\u0000timestamps\u0000are\u0000in\u0000frames,\u0000not\u0000ocr_text.\u0000Querying\u0000with\u0000joins.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"app_name\":\"PhpStorm\",\"window_name\":\"\",\"first_seen_local\":\"2026-04-20\u000009:09:09\",\"last_seen_local\":\"2026-04-20\u000013:08:57\",\"entries\":47},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"PhpStorm\",\"window_name\":\"faVsco.js\u0000–\u0000console\u0000[EU]\",\"first_seen_local\":\"2026-04-20\u000009:09:20\",\"last_seen_local\":\"2026-04-20\u000011:49:37\",\"entries\":31},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"PhpStorm\",\"window_name\":\"faVsco.js\u0000–\u0000console\u0000[PROD]\",\"first_seen_local\":\"2026-04-20\u000009:09:39\",\"last_seen_local\":\"2026-04-20\u000009:09:39\",\"entries\":1},\n\u0000\u0000\u0000\u0000\u0000…\u0000+95\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Let\u0000me\u0000get\u0000a\u0000bit\u0000more\u0000detail\u0000on\u0000the\u0000audio\u0000and\u0000the\u0000afternoon\u0000activity.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 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what about between 15:00 and 17:00 approximatelly. I had a meeting. What was it about \n\n⏺\u0000Let\u0000me\u0000dig\u0000into\u0000that\u0000window\u0000more\u0000carefully.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000transcription,\u0000device,\u0000is_input_device,\u0000datetime(timestamp,\u0000'+3\u0000hours')\u0000as\u0000local_time…)\n \u0000⎿\u0000 (No\u0000output)\n\n⏺\u0000Wrong\u0000UTC\u0000offset\u0000in\u0000my\u0000query.\u0000Let\u0000me\u0000fix\u0000—\u000015:00–17:00\u0000local\u0000=\u000012:00–14:00\u0000UTC.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 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[{\"app_name\":\"Firefox\",\"window_name\":null,\"local_time\":\"2026-04-20\u000015:01:01\",\"text_preview\":\"slackActivityLaterJiminny\u0000...Dratts\u0000&\u0000centi8\u0000DirectoriesEb\u0000External\u0000connect\n\u0000\u0000\u0000\u0000\u0000ions#\u0000Starred8\u0000jiminny-x-integrati...&\u0000platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinic#\u0000curiosity_lab#\u0000engineering#\u0000frontend#\u0000general#\u0000inf\n\u0000\u0000\u0000\u0000\u0000ra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000launches#\u0000random#\u0000releases#\u0000support#\u0000thank-yous#\u0000the_people_of_jimi...6\u0000Direct\u0000messagesP.\u0000Aneliya\u0000Angelova\u0000\"},\n\u0000\u0000\u0000\u0000\u0000…\u0000+156\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Found\u0000it.\u0000Let\u0000me\u0000get\u0000the\u0000meeting\u0000duration\u0000and\u0000the\u0000Jira\u0000tickets\u0000that\u0000were\u0000discussed.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n 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[{\"local_time\":\"2026-04-20\u000017:15:27\",\"text_preview\":\"Slack•0\u0000ЕlActivityLateMoreVIewmistonWindowHeld@\u0000Search:\u0000shared-activiJiminny\u0000...Nikolay\u0000Nikolov→Drattc&\u0000contTMore\u0000u\n\u0000\u0000\u0000\u0000\u0000nreads8\u0000DieuurelMessagesr\u0000Filesщсе\u0000но\u0000като\u0000цяло\u0000на\u0000края\u0000както\u0000говорихме\u0000просто\u0000навсякьде\u0000където\u0000се\u0000псEb\u0000External\u0000connections&\u0000Starred@\u0000liminny-x-integrati...platform-in\n\u0000\u0000\u0000\u0000\u0000ner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinica\u0000curiosiiy\u0000ao#\u0000engineering#\u0000frontend#\u0000general#\u0000infra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000l\n\u0000\u0000\u0000\u0000\u0000…\u0000+14\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000015:00:39\",\"text_preview\":\"SlackO••\u0000ЕlActivityLaterVIewHistoryWindowHelp@\u0000Search:\u0000shared-actiJiminny\u0000..Dratts\u0000&\u0000centi8\u0000Directories#\u0000releases•\n\u0000\u0000\u0000\u0000\u0000MessagesEb\u0000External\u0000connections#\u0000Starred8\u0000jiminny-x-integrati...&\u0000platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendl#\u0000confusion-clinic#\u0000curiosity_lab#\u0000engineer\n\u0000\u0000\u0000\u0000\u0000ing#\u0000frontend#\u0000general#\u0000infra-changes#\u0000jiminny-bg#\u0000platform-tickets#\u0000product\u0000launches#\u0000random#\u0000releases#\u0000support#\u0000thank-yous#\u0000the_people_of_jimi...6\u0000Direct\u0000messagesP.\u0000A\n\u0000\u0000\u0000\u0000\u0000…\u0000+107\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Let\u0000me\u0000find\u0000when\u0000the\u0000meeting\u0000ended\u0000by\u0000checking\u0000the\u0000last\u0000Meet\u0000frames.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000017:07:11\",\"text_preview\":\"SlackActivityMoreVIewMistonWindowHeld@\u0000Search:\u0000shared-activiJiminny\u0000...*\u0000•\u0000Nikolay\u0000Nikolov→Drattck\u0000cantTMore\u0000unread\n\u0000\u0000\u0000\u0000\u0000s8\u0000Dieeurel•\u0000MessagesEb\u0000External\u0000connections&\u0000Starred@\u0000liminny-x-integrati...platform-inner-teamE\u0000Channels#\u0000ai-chapter#\u0000alertsS\u0000hackendi#\u0000confusion-clinica\u0000curiosiiy\u0000ao\n\u0000\u0000\u0000\u0000\u0000#\u0000engineering#\u0000fr\"},\n\u0000\u0000\u0000\u0000\u0000…\u0000+12\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000016:56:34\",\"text_preview\":\"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹\u0000>0\u0000lhl100%\u0000<78\n\u0000\u0000\u0000\u0000\u0000•\u0000Mon\u000020\u0000Apr\u000016:56:33=+Aneliya\u0000AngelovaGalya\u0000DimitrovaNikolay\u0000Yankov*Nikolay\u0000IvanovNikolay\u0000NikolovLukas\u0000Kovalik4:56\u0000PM\u0000|\u0000[Platform]\u0000Refinement\u0000•1:54:45\"},\n\u0000\u0000\u0000\u0000\u0000{\"local_time\":\"2026-04-20\u000016:56:32\",\"text_preview\":\"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹\u0000>0\u0000lbl100%\u0000[8•\n\u0000\u0000\u0000\u0000\u0000…\u0000+20\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Got\u0000everything.\u0000Here's\u0000the\u0000full\u0000picture:\n\n\u0000\u0000---\n\u0000\u0000📹\u0000\u0000Meeting:\u0000[Platform]\u0000Refinement\n\n\u0000\u0000Time:\u000015:02\u0000–\u0000~16:57\u0000·\u0000Duration:\u0000~1h\u000055min\n\u0000\u0000Platform:\u0000Google\u0000Meet\u0000(meet.google.com/cxs-eips-npt)\n\n\u0000\u0000Participants:\n\u0000\u0000-\u0000Lukas\u0000Kovalik\u0000(you)\n\u0000\u0000-\u0000Nikolay\u0000Ivanov\n\u0000\u0000-\u0000Steliyan\u0000Georgiev\n\u0000\u0000-\u0000Nikolay\u0000Nikolov\n\u0000\u0000-\u0000Nikolay\u0000Yankov\n\u0000\u0000-\u0000Aneliya\u0000Angelova\n\u0000\u0000-\u0000Galya\u0000Dimitrova\u0000(presenting/annotating\u0000at\u0000the\u0000end)\n\u0000\u0000-\u0000Stefka\u0000Stoyanova\n\n\u0000\u0000What\u0000was\u0000covered:\n\u0000\u0000This\u0000was\u0000a\u0000sprint\u0000backlog\u0000refinement\u0000session.\u0000The\u0000browser\u0000tabs\u0000visible\u0000during\u0000the\u0000call\u0000show\u0000exactly\u0000which\u0000Jira\u0000tickets\u0000were\u0000open\u0000and\u0000likely\u0000discussed:\n\n\u0000\u0000┌───────────┬──────────────────────────────────────────────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-19798\u0000\u0000│\u0000Evaluation\u0000for\u0000AI\u0000activity\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20553\u0000\u0000│\u0000Improve\u0000CRM-sync\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20698\u0000\u0000│\u0000Handle\u0000failed\u0000field\u0000sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20692\u0000\u0000│\u0000Change\u0000confirmation\u0000page\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-20543\u0000\u0000│\u0000AJ\u0000Reports\u0000>\u0000Tracking\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000JY-18909\u0000\u0000│\u0000(Part\u00002)\u0000Automated\u0000Reports\u0000/\u0000Ask\u0000Jiminny\u0000Reports\u0000│\n\u0000\u0000├───────────┼──────────────────────────────────────────────────┤\n\u0000\u0000│\u0000SRD-67871\u0000│\u0000Issue\u0000with\u0000reconnecting\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└───────────┴──────────────────────────────────────────────────┘\n\n\u0000\u0000You\u0000also\u0000had\u0000Postman\u0000open\u0000alongside\u0000the\u0000meeting\u0000with\u0000HubSpot\u0000(deal/object\u0000APIs)\u0000and\u0000Salesforce\u0000(tooling\u0000queries,\u0000field\u0000metadata)\u0000—\u0000likely\u0000looking\u0000up\u0000API\u0000details\u0000to\u0000clarify\n\u0000\u0000ticket\u0000scope.\n\n\u0000\u0000At\u0000~16:56,\u0000Galya\u0000Dimitrova\u0000was\u0000screen-sharing\u0000(OCR\u0000shows\u0000\"Presenting,\u0000annotating\"),\u0000with\u0000Jira\u0000(jiminny.atlassian.net)\u0000visible\u0000—\u0000typical\u0000of\u0000a\u0000refinement\u0000session\u0000wrapping\u0000up\u0000by\n\u0000\u0000walking\u0000through\u0000the\u0000board.\n\n\u0000\u0000No\u0000audio\u0000was\u0000captured,\u0000so\u0000the\u0000actual\u0000discussion\u0000content\u0000isn't\u0000available\u0000—\u0000but\u0000the\u0000ticket\u0000list\u0000and\u0000~2h\u0000duration\u0000match\u0000a\u0000thorough\u0000refinement\u0000session.\n\n✻\u0000Crunched\u0000for\u00001m\u000050s\n\n❯ lets maybe focus on one monitor at the time. I probably worked on some stuf when the meeting was on on other monitor. Lets focus on the monitor where was the meeting \n\n⏺\u0000Let\u0000me\u0000check\u0000what\u0000monitor/device\u0000info\u0000is\u0000available\u0000in\u0000the\u0000frames.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000DISTINCT\u0000device_name,\u0000COUNT(*)\u0000as\u0000cnt…)\n \u0000⎿\u0000 [{\"device_name\":\"monitor_1\",\"cnt\":4390},\n\u0000\u0000\u0000\u0000\u0000{\"device_name\":\"monitor_2\",\"cnt\":4703}]\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000DISTINCT\u0000device_name…)\n \u0000⎿\u0000 [{\"device_name\":\"monitor_1\"},\n\u0000\u0000\u0000\u0000\u0000{\"device_name\":\"monitor_2\"}]\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000f.device_name,\u0000COUNT(*)\u0000as\u0000meet_frames…)\n \u0000⎿\u0000 monitor_1|1336\n\u0000\u0000\u0000\u0000\u0000monitor_2|36\n\n⏺\u0000monitor_1\u0000was\u0000the\u0000meeting\u0000monitor.\u0000Now\u0000let\u0000me\u0000pull\u0000the\u0000full\u0000timeline\u0000for\u0000that\u0000monitor\u0000during\u0000the\u0000meeting.\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"app_name\":\"iTerm2\",\"window_name\":\"iTerm2\",\"first_local\":\"2026-04-20\u000015:00:00\",\"last_local\":\"2026-04-20\u000017:07:40\",\"entries\":51},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"Raycast\",\"window_name\":\"Raycast\",\"first_local\":\"2026-04-20\u000015:00:26\",\"last_local\":\"2026-04-20\u000015:00:26\",\"entries\":1},\n\u0000\u0000\u0000\u0000\u0000{\"app_name\":\"Slack\",\"window_name\":\"Slack\",\"first_local\":\"2026-04-20\u000015:00:39\",\"last_local\":\"2026-04-20\u000017:26:09\",\"entries\":71},\n\u0000\u0000\u0000\u0000\u0000…\u0000+8\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n \u0000⎿\u0000 [{\"local_time\":\"2026-04-20\u000015:01:21\",\"app_name\":\"Firefox\",\"window_name\":\"Firefox\",\"text\":\"iTerm2ShellEditViewSessionScriptsProfilesWindowHelpC$0\u0000l\u00000100%\u0000C47\u0000•\u0000Mon\u000020\u0000Ap\n\u0000\u0000\u0000\u0000\u0000r\u000015:01:20meet.google.com/cxs-eips-npt?authuser=0Meet\u0000-\u0000[Platform]\u0000Refinement•\u0000[EMAIL]\u0000account+\u0000New\u0000TabLukas\u0000Kovalik[Platform]\u0000RefinementE\u0000Scheduled\u0000for4:00\u0000PM.\u0000Use\u0000Gem\n\u0000\u0000\u0000\u0000\u0000ini\u0000to\u0000take\u0000notesShare\u0000notes\u0000and\u0000transcriptStartJoin\u0000anywayOther\u0000ways\u0000to\u0000join\u0000v{\u0000MacBook\u0000Pr...4\u0000System\u0000Def..•\u0000FaceTime\u0000H...[\u0000Backgroun...Gemini\u0000is\u0000available\u0000in\u0000Meet\u0000as\n\u0000\u0000\u0000\u0000\u0000…\u0000+9\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Bash(sqlite3\u0000-json\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT…)\n 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===\u0000JY-20676\u0000BEST\u0000FRAME\u0000===\n\u0000\u0000\u0000\u0000\u00002026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Pre\n\u0000\u0000\u0000\u0000\u0000senting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWindowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000D\n\u0000\u0000\u0000\u0000\u0000…\u0000+82\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000Now\u0000let\u0000me\u0000check\u0000one\u0000more\u0000thing\u0000—\u0000what\u0000specific\u0000data\u0000was\u0000populated\u0000during\u0000the\u0000meeting\u0000(sprint\u0000assignments,\u0000estimates,\u0000description\u0000updates).\n\n⏺\u0000Bash(sqlite3\u0000~/.screenpipe/db.sqlite\u0000\"\n\u0000\u0000\u0000\u0000\u0000\u0000SELECT\u0000datetime(f.timestamp,\u0000'+3\u0000hours')\u0000as\u0000t,\u0000o.text…)\n \u0000⎿\u0000 2026-04-20\u000016:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0100%\u0000128•\u0000Mon\u000020\u0000Apr\u000016:49:348+Galya\u0000Dimitrova\u0000(Pre\n\u0000\u0000\u0000\u0000\u0000senting,\u0000annotating)SafariFileEditViewHistoryBookmarksDevelopWindowHelpK/2-Q8•Mon\u000020\u0000Apr\u000016:49jiminny.atlassian.net|AWS\u0000AIA\u0000Sentry3\u0000HubSpot@\u0000OрeпAlfi\u0000Seif\u0000ServiceDust\u0000D\n\u0000\u0000\u0000\u0000\u0000ocs|AWS\u0000USS.\u0000GTM\u0000Tren.J\u0000AWS\u0000EU7\u0000A\u0000Journey-PlanhatThe\u0000Reven...•J\u0000Emоlй|E3\u0000Features4\u0000LogRocket|P\u0000Postmark*\u0000Bamboo*.\u0000Campus\u0000xFirebaseAsk\u0000Jimin#\u0000Platform\u0000Te.88G.\u0000Demo\u0000ExnSe\n\u0000\u0000\u0000\u0000\u0000…\u0000+27\u0000lines\u0000(ctrl+o\u0000to\u0000expand)\n\n⏺\u0000I\u0000have\u0000everything\u0000needed.\u0000Here's\u0000the\u0000complete\u0000ticket\u0000breakdown:\n\n\u0000\u0000---\n\u0000\u0000Tickets\u0000Discussed\u0000—\u0000[Platform]\u0000Refinement\n\n\u0000\u0000---\n\u0000\u0000JY-20676\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Panorama\u0000prompt\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:05–15:18\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Users\u0000might\u0000attempt\u0000to\u0000delete\u0000a\u0000Panorama\u0000Prompt\u0000which\u0000is\u0000used\u0000in\u0000AJ\u0000Report.\u0000When\u0000they\u0000do\u0000that\u0000we\u0000need\u0000to\u0000let\u0000them\u0000know\u0000that\u0000the\u0000report\u0000will\u0000stop\u0000generating.\n\u0000\u0000▎\u0000-\u0000Show\u0000a\u0000confirmation\u0000modal\u0000when\u0000a\u0000user\u0000is\u0000deleting\u0000a\u0000Panorama\u0000Prompt\u0000that\u0000is\u0000used\u0000in\u0000an\u0000active/enabled\u0000report\n\n\u0000\u0000Figma\u0000linked:\u0000Project\u0000Phoenix\u0000(Automated\u0000Reports\u0000screens\u0000shown\u0000during\u0000discussion)\n\u0000\u0000Subtask:\u0000JY-20615\u0000(below)\n\u0000\u0000Data\u0000populated:\u0000Description\u0000was\u0000already\u0000present;\u0000Figma\u0000designs\u0000walked\u0000through\u0000live\n\n\u0000\u0000---\n\u0000\u0000JY-20615\u0000·\u0000Notify\u0000the\u0000user\u0000if\u0000a\u0000Saved\u0000Search\u0000is\u0000deleted\u0000but\u0000is\u0000used\u0000in\u0000AJ\u0000Report\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:18–15:20\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Epic:\u0000AJ\u0000Reports\u0000·\u0000Status:\u0000BACKLOG\n\u0000\u0000Linked\u0000to:\u0000JY-20676\u0000(sibling\u0000ticket,\u0000same\u0000pattern\u0000for\u0000Saved\u0000Searches)\n\n\u0000\u0000---\n\u0000\u0000JY-20613\u0000·\u0000Allow\u0000owner's\u0000role\u0000to\u0000be\u0000selected\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:20–15:26\u0000·\u0000Presenter:\u0000Nikolay\u0000Yankov\n\u0000\u0000Status:\u0000BACKLOG\u0000·\u0000Estimate\u0000visible:\u00002.5\u0000story\u0000points\n\n\u0000\u0000Description:\n\n\u0000\u0000▎\u0000Stoyan\u0000is\u0000seeing\u0000more\u0000cases\u0000where\u0000the\u0000Owner\u0000doesn't\u0000want\u0000to\u0000connect\u0000their\u0000calendar\u0000and\u0000email\u0000to\u0000Jiminny\u0000because\u0000they\u0000don't\u0000want\u0000to\u0000be\u0000a\u0000recorder.\u0000Currently\u0000when\u0000a\u0000trial\u0000is\n\u0000\u0000▎\u0000created\u0000the\u0000Owner\u0000is\u0000given\u0000a\u0000Recorder\u0000role\u0000by\u0000default.\n\u0000\u0000▎\u0000-\u0000Allow\u0000Implementations\u0000to\u0000select\u0000the\u0000role\u0000of\u0000the\u0000owner\u0000when\u0000setting\u0000up\u0000a\u0000trial\n\u0000\u0000▎\u0000-\u0000Put\u0000the\u0000field\u0000below\u0000the\u0000Owner\u0000field\n\u0000\u0000▎\u0000-\u0000Choices:\u0000Recorder\u0000/\u0000Recorder\u0000&\u0000Voice\u0000/\u0000Analyst\n\u0000\u0000▎\u0000-\u0000This\u0000option\u0000shouldn't\u0000appear\u0000when\u0000editing\u0000an\u0000organisation\n\u0000\u0000▎\u0000-\u0000When\u0000the\u0000owner\u0000signs\u0000in,\u0000they\u0000should\u0000have\u0000the\u0000selected\u0000role\u0000+\u0000Admin\u0000permissions\n\n\u0000\u0000---\n\u0000\u0000JY-20500\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000Salesforce\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:26–16:35\u0000(~70\u0000min,\u0000most\u0000of\u0000the\u0000meeting)\u0000·\u0000Multiple\u0000presenters\n\u0000\u0000Parent:\u0000JY-15971\u0000CRM\u0000Synching\u0000Improvements\u0000·\u0000Epic:\u0000CRM\u0000Sync\n\u0000\u0000Sprint\u0000assigned\u0000during\u0000meeting:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Need\u0000QA:\u0000No\n\u0000\u0000Description\u0000(Stefka\u0000Stoyanova\u0000updated):\n\n\u0000\u0000▎\u0000Currently\u0000synching\u0000CRM\u0000objects\u0000is\u0000not\u0000working\u0000sufficiently\u0000when\u0000a\u0000huge\u0000amount\u0000of\u0000objects\u0000are\u0000imported\u0000from\u0000the\u0000CRM\u0000into\u0000Jiminny.\n\u0000\u0000▎\n\u0000\u0000▎\u0000Problem: Importing\u0000deals,\u0000leads,\u0000accounts\u0000and\u0000contacts\u0000can\u0000take\u0000hours\n\u0000\u0000▎\n\u0000\u0000▎\u0000Solution:\n\u0000\u0000▎\u0000-\u0000Separate\u0000obtaining\u0000which\u0000objects\u0000to\u0000import\u0000from\u0000updating\u0000them\u0000in\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000The\u0000current\u0000sync\u0000object\u0000job\u0000should\u0000only\u0000read\u0000batches\u0000from\u0000Salesforce\u0000and\u0000store\u0000the\u0000payload\u0000in\u0000Redis\n\u0000\u0000▎\u0000-\u0000A\u0000separate\u0000{import_object} job\u0000processes\u0000batches\u0000of\u0000100\u0000deals/leads/accounts/contacts\u0000from\u0000Redis\u0000into\u0000Jiminny\n\u0000\u0000▎\u0000-\u0000Retry\u0000mechanism\u0000for\u0000spot\u0000instances\u0000being\u0000turned\u0000off\n\u0000\u0000▎\u0000-\u0000Clean\u0000Redis\u0000after\u000024\u0000hours\u0000for\u0000unconsumed\u0000objects\n\n\u0000\u0000---\n\u0000\u0000JY-20501\u0000·\u0000Batch\u0000initial\u0000sync\u0000for\u0000HubSpot\n\n\u0000\u0000Time\u0000on\u0000screen:\u000015:28–16:29\u0000(alongside\u0000JY-20500)\n\u0000\u0000Parent:\u0000JY-15971\u0000·\u0000Sprint\u0000assigned:\u0000→\u0000Platform\u0000Sprint\u00003\u0000Q2\n\u0000\u0000Rank\u0000updated:\u0000None\u0000→\u0000Ranked\u0000higher\u0000(Galya\u0000updated)\n\u0000\u0000Key\u0000design\u0000note\u0000captured:\n\n\u0000\u0000▎\u0000\"We're\u0000just\u0000changing\u0000the\u0000source\u0000of\u0000IDs\u0000(HubSpot\u0000API\u0000instead\u0000of\u0000webhooks),\u0000but\u0000using\u0000the\u0000same\u0000Redis\u0000Batch\u0000Job\u0000pipeline\u0000—\u0000same\u0000retry/failure\u0000handling\u0000as\u0000regular\u0000webhook\u0000sync\"\n\n\u0000\u0000Description\u0000mirrors\u0000JY-20500\u0000but\u0000targets\u0000HubSpot\u0000objects\u0000(deals,\u0000accounts,\u0000contacts)\u0000instead\u0000of\u0000Salesforce\n\n\u0000\u0000---\n\u0000\u0000Also\u0000visible\u0000in\u0000backlog\u0000(not\u0000opened\u0000individually\u0000but\u0000listed):\n\n\u0000\u0000┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐\n\u0000\u0000│\u0000\u0000Ticket\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Title\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000Epic\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Estimate\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000in…\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20503\u0000│\u0000Batch\u0000insert/update\u0000CRM\u0000objects\u0000\u0000\u0000\u0000\u0000│\u0000CRM\u0000Sync\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20699\u0000│\u0000Wrong\u0000formatting\u0000for\u0000summary\u0000in…\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u00002.5\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20412\u0000│\u0000Change\u0000Auto-log\u0000delay\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Platform\u0000Sprint\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20361\u0000│\u0000AJ\u0000Panorama\u0000for\u0000Call\u0000Scoring\u0000in\u0000OD\u0000\u0000│\u0000Automated\u0000Reports\u0000│\u00004\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-19628\u0000│\u0000Evaluation\u0000of\u0000AJ\u0000Panorama\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000Ask\u0000Anything\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20625\u0000│\u0000Jiminny\u0000MCP\u0000Connector\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤\n\u0000\u0000│\u0000JY-20410\u0000│\u0000Update\u0000the\u0000template…\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\u0000—\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘\n\n\u0000\u0000---\n\u0000\u0000Key\u0000outcomes\u0000from\u0000the\u0000session:\n\u0000\u0000-\u0000JY-20500\u0000and\u0000JY-20501\u0000were\u0000pulled\u0000into\u0000Platform\u0000Sprint\u00003\u0000Q2\u0000and\u0000ranked\u0000during\u0000the\u0000meeting\n\u0000\u0000-\u0000JY-20501\u0000description\u0000and\u0000JY-20500\u0000description\u0000were\u0000updated\u0000by\u0000Stefka\u0000Stoyanova\u0000during\u0000the\u0000call\n\u0000\u0000-\u0000JY-20613\u0000had\u0000its\u0000estimate\u0000confirmed\u0000at\u00002.5\u0000points\n\u0000\u0000-\u0000Figma\u0000(Project\u0000Phoenix)\u0000was\u0000used\u0000to\u0000walk\u0000through\u0000JY-20676/JY-20615\u0000UI\u0000flows\n\n✻\u0000Brewed\u0000for\u00001m\u000057s\n\n※\u0000recap:\u0000Platform\u0000refinement\u0000meeting\u0000reviewed\u00005\u0000Jira\u0000tickets,\u0000mainly\u0000JY-20500/20501\u0000batch\u0000CRM\u0000sync\u0000for\u0000Salesforce\u0000and\u0000HubSpot,\u0000both\u0000moved\u0000to\u0000Sprint\u00003\u0000Q2.\u0000Next:\u0000check\u0000if\u0000sprint\n\u0000\u0000assignments\u0000saved\u0000correctly\u0000in\u0000Jira.\u0000(disable\u0000recaps\u0000in\u0000/config)\n\n❯ give me detailed overview of the yesterday \n \n⏺ Querying yesterday's (April 21) activity from the database. \n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite \" \n SELECT…) \n ⎿ [{\"app_name\":\"iTerm2\",\"window_name\":\"-zsh\",\"device_name\":\"monitor_2\",\"first_local\":\"2026-04-21 09:09:34\",\"last_local\":\"2026-04-21 09:09:34\",\"entries\":1}, \n \u0000\u0000{\"app_name\":\"iTerm2\",\"window_name\":\"-zsh\",\"device_name\":\"monitor_1\",\"first_local\":\"2026-04-21\u000009:09:34\",\"last_local\":\"2026-04-21\u000009:53:02\",\"entries\":2}, \n {\"app_name\":\"iTerm2\",\"window_name\":null,\"device_name\":\"monitor_2\",\"first_local\":\"2026-04-21 09:10:11\",\"last_local\":\"2026-04-21 20:02:04\",\"entries\":473}, \n\u0000\u0000\u0000\u0000\u0000… +175 lines (ctrl+o to expand) \u0000 \u0000 \u0000 \u0000 \u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n \n⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite\u0000\"\n SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…) \n ⎿ (No output) \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n \n⏺ Bash(cat /Users/lukas/.claude/projects/-Users-lukas/81aa3054-f078-4fb2-aeb0-937316d28f59/tool-results/bcvzlswes.txt | python3 -c \" \n⏺ import json, sys…) \n ⎿ Running… \n 09:09-09:53 (43m) | iTerm2 | -zsh \n· Wib09:10-20:02 (651m)2|tiTerm2 | \n 09:10-09:10 (0m) | Firefox |\u0000Claude\u0000Platform\u0000—\u0000Personal\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \n─────… +44 lines (ctrl+o to expand)───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n \n⏺ Good data. Let me grab key details on the PR, the─commit,─and─some─of─the─content─from─those─sessions.──────────────────────────────────────────────────────────────────────────\n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 17:56:13|DMSActivityMoreSlackcalVIewMistonWindowhelp@ Describe what you are looking forJiminny ...& Aneliya Angelova, ...84# platform-tickets# product_launc \n hes¿randomi# releases# support# thank-yous# the_people_of jimi...Direct messagesAneliya Angelova, ...P. Aneliya Angelova&i. Mario GeorgievFR. Nikolay Yankov8: Todor Sta \n matovP. Gabriela Dureva. Petko Kashinski€. Vasil Vasilev. Nikolay Nikolov. Galya Dimitrova8. Stefka Stoyanova8. Stoyan Tomov2. Stoyan TanevNikolav Ivanove. Ves• Apps6 J \n … +12 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 1000) as text…) \n ⎿ (No output) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 09:45:40|FirefoxFileEditViewHistoryBookmarks< → сProfilesToolsWindowHelpmeet.google.com/agt-teir-cwt?authuser=lukas.kovalik%40jiminny.comDaily - Platform • n \n ow100% (4 8• Tue 21 Apr 9:45:4011 [EMAIL] accountLukas KovalikDaily - PlatformAneliya Angelova, Nikolay Ivanov, Nikolay Nikolov and 2 moreare in this call. Use Gemini t \n o take notesShare notes and transcriptStartJoin nowOther ways to join{ MacBook Pro…..4 System Defa...• FaceTime HD...g Backgrounds...Gemini is available in Meet as your \n … +11 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 1000) as text…) \n ⎿ 2026-04-21 15:06:19|PhpStormVIewINavigarecodeFV faVsco.js#11894 on JY-18909-autcProiect© AiPromptRepository.php© AskAnythingRepository.phpAutomateakeporskepository.on:c \n alllmportkepository.ong© CoachingFeedbackRepository.phc) cimIemolateriterkeposicorv.ong© CrmTemplateRepository.phpc) crmTemplateRunRepositorv.php© DeviceRepository.phpC \n ) ElasticActivityRepositorv.php© EmailMessageRepositorv.phpc) GenericAiPromptRepositorv.pho@ GroupRepositorv.phpCnoox=mailBatchReoositorv.ono@ InboxRepositorv.ohp© [EMA \n … +10 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 800) as text…) \n ⎿ 2026-04-21 12:58:29|DMSActivityMoreSlackcalVIewMistonWindowhelpQ Search JimJiminny…..& people-with-copilo...@ people-with-zoom-….# platform-team# platform-tickets# pro \n duct launches# random# releases# support# thank-yous# the_people_of jimi...o Direct messages€. Vasil VasilevP. Nikolay Nikolov 1R. Aneliya Angelova. Galya Dimitrova M. \n Stefka Stoyanova8. Stoyan Tomov3 Aneliya Angelova,..2. Stoyan Tanev®. Nikolay IvanovP. Ves@ Petko Kashinskil#:Apps6 Jira Clout® Toast#releases8 22Messagesr Files• Bookm \n … +12 lines (ctrl+o to expand) \n \n⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite \" \n SELECT datetime(f.timestamp, '+3 hours') as t, substr(o.text, 1, 600) as text…) \n ⎿ 2026-04-21 10:02:48|Cuickllme PlayercaltWindowIY [SRD-6793] Les Mills activity type(SRD-6787] Issue with reconnectirX Jiminny MCP Connector - Product+ (UY-20676) Notify \n the user if a PanM Jiminny Mail(JY-20500) Batch initial sync for S.Feed - jiminny - Sentry& Jiminny() JY-20701 | Reschedule HubSpot SPipelines - jiminny/appNew TabServ \n ice-Desk - Queues - Platform_ New TabFITAF1 14m\u000022c567\u00008\u0000MRVIeWMelpy.atlassian.net/jira/software/c/projects/JY/boards/3700O\u0000JIMINNY@\u0000For\u0000you©\u0000Recent|#\u0000Starred8$\u0000Apps•\u0000S\n … +17 lines (ctrl+o to expand) \n\u0000\u0000 \n⏺ I have everything I need. Here's the full picture: \n \n --- \n Activity Summary — Tuesday, 21 April 2026 \n \n Timeline \n \n 09:09–09:45 PhpStorm + iTerm2 — morning warmup, EU console checks, \n briefly opened SRD-6793 (Les Mills \n activity types) and pipeline view \n \n 09:46–10:00 Firefox · Meet - Daily - — 📹\u0000 Platform daily standup (~14 min) \n Platform\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Participants:\u0000Aneliya,\u0000Nikolay\u0000Ivanov,\n Nikolay Nikolov + 2 others \n \n 10:00–10:55 QuickTime Player — reviewed 4 recordings back-to-back: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000•\u0000Daily\u00002026-04-21.mp4\u0000(today's\u0000standup)\n • Refinement 2026-04-20.mp4 (Monday's 2h meeting) \n • Refinement 2026-02-09.mp4 \n • Refinement 2026-04-06.mp4 \n + Jira board open alongside (JY-18909 selected, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Platform\u0000Sprint\u00002\u0000Q2\u0000scrum\u0000board)\n \n 10:10–12:52 PhpStorm · faVsco.js — CRM Sync batch work (linking to tickets \n from Monday's refinement): \n SyncObjects.php (~116 min, main file), \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Salesforce/Service.php\u0000(~68\u0000min),\n EventServiceProvider.php, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000OpportunitySyncTrait.php,\n ActivityLeadConverted.php, \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000ConvertLeadActivities.php,\n LeadConverted.php, SaveActivity.php \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(git\u0000history\u0000check\u0000at\u000012:12)\n \n 11:00–14:20 Firefox · Figma — Project Phoenix open in background \n (Project Phoenix) throughout morning and early afternoon \n \n 12:26–onward PhpStorm\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000SF\u0000[jiminny@localhost]\u0000local\u0000Salesforce\n debug console running; PROD console also \n visible all day \n \n 13:05–13:39 PhpStorm · faVsco.js — switched to Automated Reports: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000UserAutomatedReportsController.php,\n api.php (routing), TrackProviderInstalledEvent.php \n\u0000\u0000 \n 13:39–14:13 Slack — Jira Cloud DM notifications, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000#confusion-clinic,\u0000Petko\u0000Kashinski\u0000DM\n \n 14:11–15:42 PhpStorm · faVsco.js — mail jobs for Automated Reports: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000RequestGenerateAskJiminnyReportJob.php,\n RequestGenerateAskJiminnyReportJobTest.php, \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000SendReportNotGeneratedMailJob.php,\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000SendReportMailJob.php,\n ReportNotGenerated.php, \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000report-not-generated.blade.php\n \n 14:35–14:40 Slack · Huddle: @Aneliya — 📹\u0000 Quick sync with Aneliya (~5 min) \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000Angelova\n \n\u0000\u000014:40–16:28 PhpStorm\u0000·\u0000faVsco.js\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000repository\u0000+\u0000service\u0000layer:\n\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000AutomatedReportsRepository.php,\n AutomatedReportsService.php \n \n 15:23–16:43 Slack — Gabriela Dureva DM, Todor Stamatov DM \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(multiple\u0000threads),\u0000#releases\u0000channel\n \n 16:09–17:38 PhpStorm · faVsco.js — AutomatedReportsRepositoryTest.php (~89 min) \n \n 16:28–18:12 PhpStorm · Commit Changes — staged and committed automated reports work \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(long\u0000session,\u0000likely\u0000multiple\u0000commits)\n Branch: JY-18909-automated-reports-ask-jiminny \n \n 16:36–16:44 Slack · Nikolay Yankov DM — quick exchange \n \n 17:25–17:32 Slack · #the_people_of_jiminny — company channel \n \n 17:32–18:00 Slack · Aneliya DM — follow-up after the huddle \n \n 17:49–19:20 Slack · group DM — extended thread with Aneliya Angelova, \n (Aneliya\u0000+\u0000Nikolay\u0000Yankov\u0000\u0000\u0000\u0000\u0000\u0000\u0000Nikolay\u0000Yankov,\u0000Steliyan\u0000Georgiev\u0000—\n + Steliyan Georgiev) discussing Automated Reports UI: \n \"Galya wants creator removed from SharedWith \n column; if not shared with anyone, column \n should be empty\" → Aneliya asks Lukas to \n make the change \n \n 17:39–18:12 Slack · #releases — watching release channel \n \n 18:06–19:38 PhpStorm · faVsco.js — AutomatedReportsServiceTest.php \n\u0000\u0000 \n 18:14 Firefox — reviewed PR #11894 \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\"Ask\u0000Jiminny\u0000Reports\"\u0000(branch\u0000JY-18909)\n \n 18:26 Firefox · Confluence — Engineering page (brief reference) \n \n 18:49–19:23 PhpStorm · STAGING console — tested on staging: \n \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000AutomatedReportResult.php,\u0000laravel.log,\n web.php, Controllers/UserAutomatedReportsController \n\u0000\u0000 \n 19:20–19:59 Slack · #platform-inner-team — end of day channel activity \n \n 19:26 PhpStorm · crm_configurations — quick PROD check \n\u0000\u0000 [PROD]\n \n 19:37–19:59\u0000\u0000PhpStorm\u0000·\u0000faVsco.js\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000—\u0000MatchActivityCrmData.php,\n DeleteCrmEntityTrait.php \n\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000(back\u0000to\u0000CRM\u0000work\u0000late)\n \n 20:03 Firefox · CloudWatch — checked AWS logs before closing \n \n --- \n\u0000\u0000Summary \n\n\u0000\u0000┌─────────────┬─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┐\n\u0000\u0000│\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000 \u0000│\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n\u0000\u0000│ Day span │ 09:09 – 20:03 (~11h)\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000 \u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n\u0000\u0000├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n │ Meetings │ Platform daily standup 09:46–10:00; Slack huddle w/ Aneliya 14:35–14:40 │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │ Coding │ Two tracks: CRM Sync batch (morning, SyncObjects + Salesforce/Service) → Automated Reports (afternoon/evening, full stack: controller → jobs → repository → │ \n │ focus │ service → tests) │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤\n │ Branch │ JY-18909-automated-reports-ask-jiminny — committed + PR #11894 reviewed │ \n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │\u0000Notable\u0000\u0000\u0000\u0000\u0000│\u0000Watched\u0000Monday's\u0000refinement\u0000recording\u0000back\u0000(catching\u0000up\u0000on\u0000the\u00002h\u0000session),\u0000Galya's\u0000SharedWith\u0000UI\u0000change\u0000request\u0000came\u0000in\u0000late\u0000via\u0000group\u0000DM\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n ├─────────────┼─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┤ \n │ Top apps │ PhpStorm\u0000·\u0000iTerm2\u0000·\u0000Slack\u0000·\u0000Firefox\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000│\n └─────────────┴─────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────┘ \n \n Calendar spotted for today (Wed 22): Daily standup 09:45, Userpilot Introduction 11:30–12:30, Refinement 15:00–16:00, Support Daily 15:00. \n \n✻ Cooked for 1m 49s \n \n※ recap: Yesterday you built out the Automated Reports feature on branch JY-18909, covering controller, jobs, repository, service, and tests, then reviewed PR #11894. Next: \n address Galya's SharedWith column UI change requested via the group DM. (disable recaps in /config) \n \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n❯ \n──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────\n ? for shortcuts","is_focused":true},{"role":"AXRadioButton","text":"DOCKER","depth":2,"bounds":{"left":0.27027926,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.27227393,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.32912233,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.33111703,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"✳ Build full day activity summary from Screenpipe (claude)","depth":2,"bounds":{"left":0.3879654,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.3899601,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.44680852,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.4488032,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"screenpipe\"","depth":2,"bounds":{"left":0.5056516,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.50764626,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.56449467,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.56648934,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"APP (-zsh)","depth":2,"bounds":{"left":0.62333775,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.6253325,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"ec2-user@ip-10-30-159-186:~ (-zsh)","depth":2,"bounds":{"left":0.6821808,"top":1.0,"width":0.058843084,"height":-0.042298436},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.68417555,"top":1.0,"width":0.005319149,"height":-0.04549086},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌥⌘1","depth":1,"bounds":{"left":0.7273936,"top":1.0,"width":0.01861702,"height":-0.023144484},"automation_id":"_NS:8","role_description":"text"},{"role":"AXStaticText","text":"✳ Build full day activity summary from Screenpipe","depth":1,"bounds":{"left":0.45511967,"top":1.0,"width":0.1087101,"height":-0.02394259},"role_description":"text"}]...
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3433402771793083248
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visual_change
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accessibility
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NULL
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⏺ Bash(for ticket in "JY-20676" "JY-20 ⏺ Bash(for ticket in "JY-20676" "JY-20615" "JY-20613" "JY-20500" "JY-20501"; do
echo "=== $ticket BEST FRAME ==="…)
⎿ === JY-20676 BEST FRAME ===
2026-04-20 16:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=
0100% 128• Mon 20 Apr 16:49:348+Galya Dimitrova (Presenting, annotating)SafariFileEditViewHistoryBookmarksDevelopWin
… +120 lines (ctrl+o to expand)
⏺ Now let me check one more thing — what specific data was populated during the meeting (sprint assignments, estimates,
description updates).
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite "
SELECT datetime(f.timestamp, '+3 hours') as t, o.text…)
⎿ 2026-04-20 16:49:34|FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=
0100% 128• Mon 20 Apr 16:49:348+Galya Dimitrova (Presenting, annotating)SafariFileEditViewHistoryBookmarksDevelopWin
dowHelpK/2-Q8•Mon 20 Apr 16:49jiminny.atlassian.net|AWS AIA Sentry3 HubSpot@ OрeпAlfi Seif ServiceDust Docs|AWS USS.
… +41 lines (ctrl+o to expand)
⏺ I have everything needed. Here's the complete ticket breakdown:
---
Tickets Discussed — [Platform] Refinement
---
JY-20676 · Notify the user if a Panorama prompt is deleted but is used in AJ Report
Time on screen: 15:05–15:18 · Presenter: Nikolay Yankov
Epic: AJ Reports · Status: BACKLOG
Description:
▎ Users might attempt to delete a Panorama Prompt which is used in AJ Report. When they do that we need to let them know
▎ that the report will stop generating.
▎ - Show a confirmation modal when a user is deleting a Panorama Prompt that is used in an active/enabled report
Figma linked: Project Phoenix (Automated Reports screens shown during discussion)
Subtask: JY-20615 (below)
Data populated: Description was already present; Figma designs walked through live
---
JY-20615 · Notify the user if a Saved Search is deleted but is used in AJ Report
Time on screen: 15:18–15:20 · Presenter: Nikolay Yankov
Epic: AJ Reports · Status: BACKLOG
Linked to: JY-20676 (sibling ticket, same pattern for Saved Searches)
---
JY-20613 · Allow owner's role to be selected when setting up a trial
Time on screen: 15:20–15:26 · Presenter: Nikolay Yankov
Status: BACKLOG · Estimate visible: 2.5 story points
Description:
▎ Stoyan is seeing more cases where the Owner doesn't want to connect their calendar and email to Jiminny because they don't
▎ want to be a recorder. Currently when a trial is created the Owner is given a Recorder role by default.
▎ - Allow Implementations to select the role of the owner when setting up a trial
▎ - Put the field below the Owner field
▎ - Choices: Recorder / Recorder & Voice / Analyst
▎ - This option shouldn't appear when editing an organisation
▎ - When the owner signs in, they should have the selected role + Admin permissions
---
JY-20500 · Batch initial sync for Salesforce
Time on screen: 15:26–16:35 (~70 min, most of the meeting) · Multiple presenters
Parent: JY-15971 CRM Synching Improvements · Epic: CRM Sync
Sprint assigned during meeting: → Platform Sprint 3 Q2
Rank updated: None → Ranked higher (Galya updated)
Need QA: No
Description (Stefka Stoyanova updated):
▎ Currently synching CRM objects is not working sufficiently when a huge amount of objects are imported from the CRM into
▎ Jiminny.
▎
▎ Problem: Importing deals, leads, accounts and contacts can take hours
▎
▎ Solution:
▎ - Separate obtaining which objects to import from updating them in Jiminny
▎ - The current sync object job should only read batches from Salesforce and store the payload in Redis
▎ - A separate {import_object} job processes batches of 100 deals/leads/accounts/contacts from Redis into Jiminny
▎ - Retry mechanism for spot instances being turned off
▎ - Clean Redis after 24 hours for unconsumed objects
---
JY-20501 · Batch initial sync for HubSpot
Time on screen: 15:28–16:29 (alongside JY-20500)
Parent: JY-15971 · Sprint assigned: → Platform Sprint 3 Q2
Rank updated: None → Ranked higher (Galya updated)
Key design note captured:
▎ "We're just changing the source of IDs (HubSpot API instead of webhooks), but using the same Redis Batch Job pipeline —
▎ same retry/failure handling as regular webhook sync"
Description mirrors JY-20500 but targets HubSpot objects (deals, accounts, contacts) instead of Salesforce
---
Also visible in backlog (not opened individually but listed):
┌──────────┬─────────────────────────────────────┬───────────────────┬──────────┐
│ Ticket │ Title │ Epic │ Estimate │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20503 │ Batch insert/update CRM objects in… │ CRM Sync │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20503 │ Batch insert/update CRM objects │ CRM Sync │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20699 │ Wrong formatting for summary in… │ — │ 2.5 │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20412 │ Change Auto-log delay │ Platform Sprint │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20361 │ AJ Panorama for Call Scoring in OD │ Automated Reports │ 4 │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-19628 │ Evaluation of AJ Panorama │ Ask Anything │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20625 │ Jiminny MCP Connector │ — │ — │
├──────────┼─────────────────────────────────────┼───────────────────┼──────────┤
│ JY-20410 │ Update the template… │ — │ — │
└──────────┴─────────────────────────────────────┴───────────────────┴──────────┘
---
Key outcomes from the session:
- JY-20500 and JY-20501 were pulled into Platform Sprint 3 Q2 and ranked during the meeting
- JY-20501 description and JY-20500 description were updated by Stefka Stoyanova during the call
- JY-20613 had its estimate confirmed at 2.5 points
- Figma (Project Phoenix) was used to walk through JY-20676/JY-20615 UI flows
✻ Brewed for 1m 57s
※ recap: Platform refinement meeting reviewed 5 Jira tickets, mainly JY-20500/20501 batch CRM sync for Salesforce and HubSpot,
both moved to Sprint 3 Q2. Next: check if sprint assignments saved correctly in Jira. (disable recaps in /config)
──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────
❯
──────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────
~112k uncached · /clear to start fresh
? for shortcuts new task? /clear to save 113.2k tokens
╭─── Claude Code v2.1.114 ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮
│ │ Tips for getting started │
│ Welcome back Lukas! │ Run /init to create a CLAUDE.md file with instructions for Claude │
│ │ Note: You have launched claude in your home directory. For the best experience, launch it in a project directory instead. │
│ ▐▛███▜▌ │ ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── │
│ ▝▜█████▛▘ │ Recent activity │
│ ▘▘ ▝▝ │ 10h ago nice │
│ Sonnet 4.6 · API Usage Billing · │ 4d ago give me overview of what I did yesterday │
│ [EMAIL]'s Organization │ 1w ago how to open screenshots related, how many are there aroudn that time │
│ /Users/lukas │ /resume for more │
╰────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯
❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite
Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite "YOUR SQL HERE"
Key tables:
- ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at
- audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at
- frames: columns id, file_path, timestamp, device_id
- ui_events: columns id, event_type, element_text, app_name, created_at
Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC).
Steps:
1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text
2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone)
3. Correlate everything into a chronological timeline
Output format — a narrative timeline like:
08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration
09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker
09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description
...
Rules:
- Convert all UTC timestamps to local time (Europe/Sofia = UTC+3)
- Merge consecutive entries of the same app/window within 5-minute gaps
- Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present
- For code work: extract file names and ticket numbers from window titles
- For Slack/browser: extract thread/page context from window_name
- Minimum segment duration: 2 minutes (ignore flash switches)
- End with a summary block: total focused work, meetings, context switches, top 3 apps by time
⎿ Please run /login · API Error: 401 {"type":"error","error":{"type":"authentication_error","message":"Invalid authentication
credentials"},"request_id":"req_011CaFTE1idEzHpMgKT4Xunq"}
❯ is it ok now
⎿ Please run /login · API Error: 401 {"type":"error","error":{"type":"authentication_error","message":"Invalid authentication
credentials"},"request_id":"req_011CaFTEnQhm5weRqNt6SMq2"}
❯ /login
⎿ Login successful
❯ You have access to Screenpipe data via the local SQLite database at ~/.screenpipe/db.sqlite
Query the database using: sqlite3 -json ~/.screenpipe/db.sqlite "YOUR SQL HERE"
Key tables:
- ocr_text: columns id, frame_id, text, text_json, app_name, window_name, created_at
- audio_transcriptions: columns id, audio_chunk_id, transcription, device, is_input, created_at
- frames: columns id, file_path, timestamp, device_id
- ui_events: columns id, event_type, element_text, app_name, created_at
Build a full day activity summary for TODAY (use date() in SQL for today's date, timestamps are UTC).
Steps:
1. Query ocr_text for today grouped by app_name + window_name with time ranges (MIN/MAX created_at), filtering out empty/junk text
2. Query audio_transcriptions for today to find meeting/call content (is_input=1 is microphone)
3. Correlate everything into a chronological timeline
Output format — a narrative timeline like:
08:34–09:12 PhpStorm · JY-20458 — editing UserReportController.php, writing migration
09:12–09:45 Slack · #engineering — huddle with team, discussed deployment blocker
09:45–10:30 Chrome · Jira — reviewed ticket comments, updated description
...
Rules:
- Convert all UTC timestamps to local time (Europe/Sofia = UTC+3)
- Merge consecutive entries of the same app/window within 5-minute gaps
- Flag meetings/calls based on: Zoom/Meet/Teams in app_name OR microphone audio present
- For code work: extract file names and ticket numbers from window titles
- For Slack/browser: extract thread/page context from window_name
- Minimum segment duration: 2 minutes (ignore flash switches)
- End with a summary block: total focused work, meetings, context switches, top 3 apps by time
⏺ Querying the Screenpipe database for today's activity.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "SELECT app_name, window_name, MIN(created_at) as first_seen, MAX(created_at) as last_seen, COUNT(*) as entries FROM ocr_t…)
⎿ Error: Exit code 1
Error: in prepare, no such column: created_at
SELECT app_name, window_name, MIN(created_at) as first_seen, MAX(created_at) a
error here ---^
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "SELECT transcription, device, is_input, created_at FROM audio_transcriptions WHERE date(created_at) = date('now') AND len…)
⎿ Cancelled: parallel tool call Bash(sqlite3 -json ~/.screenpipe/db.sqlite "S…) errored
⏺ Let me check the actual schema first.
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite ".schema ocr_text" 2>&1 && echo "---" && sqlite3 ~/.screenpipe/db.sqlite ".schema audio_transcriptions" 2>&1)
⎿ CREATE TABLE IF NOT EXISTS "ocr_text" (
frame_id INTEGER NOT NULL,
text TEXT NOT NULL,
… +33 lines (ctrl+o to expand)
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite ".schema frames" 2>&1)
⎿ CREATE TABLE IF NOT EXISTS "frames" (
id INTEGER PRIMARY KEY AUTOINCREMENT,
video_chunk_id INTEGER DEFAULT NULL,
… +47 lines (ctrl+o to expand)
⏺ Now I have the schema. The timestamps are in frames, not ocr_text. Querying with joins.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"PhpStorm","window_name":"","first_seen_local":"2026-04-20 09:09:09","last_seen_local":"2026-04-20 13:08:57","entries":47},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [EU]","first_seen_local":"2026-04-20 09:09:20","last_seen_local":"2026-04-20 11:49:37","entries":31},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [PROD]","first_seen_local":"2026-04-20 09:09:39","last_seen_local":"2026-04-20 09:09:39","entries":1},
… +95 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Let me get a bit more detail on the audio and the afternoon activity.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"PhpStorm","window_name":"","first_seen_local":"2026-04-20 09:09:09","last_seen_local":"2026-04-20 13:08:57","entries":47},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [EU]","first_seen_local":"2026-04-20 09:09:20","last_seen_local":"2026-04-20 11:49:37","entries":31},
{"app_name":"PhpStorm","window_name":"faVsco.js – console [PROD]","first_seen_local":"2026-04-20 09:09:39","last_seen_local":"2026-04-20 09:09:39","entries":1},
… +80 lines (ctrl+o to expand)
⏺ I have everything I need. Here's your day:
---
Activity Summary — Monday, 20 April 2026
Chronological Timeline
09:09–09:21 PhpStorm · faVsco.js — started day, checked EU/PROD consoles,
briefly opened connect.vue, ImportActivityTypes.php
09:17–09:30 Slack · Galya Dimitrova (DM) — morning check-in
09:21–10:36 PhpStorm · faVsco.js — main coding block: ReportController.php,
TrackAutomatedReportGeneratedEvent.php,
TrackAutomatedReportGeneratedEventTest.php
(shelved changes, ran tests via Run panel)
09:30–09:44 Slack · multiple DMs — Aneliya/Nikolay/Steliyan group DM,
Stoyan Tomov DM, #engineering glance
09:40–10:04 iTerm2 · EU (ssh) + PROD — terminal work on EU/PROD servers
09:45–10:05 Firefox · Meet - Daily - — 📹 MEETING: Platform daily standup (~20 min)
Platform
10:04–10:18 Firefox · Work / Jira — post-standup Jira check,
Platform Sprint 2 Q2 Scrum Board
10:21–10:44 Slack · platform-inner-team — #platform-inner-team channel,
+ Stefka Stoyanova DM DM with Stefka Stoyanova
10:26–11:13 Slack · Galya Dimitrova (DM) — extended DM thread with Galya
10:32–12:22 PhpStorm · Run — tests running in background
10:44–10:49 Slack · Huddle: @Galya — 📹 MEETING: Slack huddle with Galya (~5 min)
Dimitrova
11:02–11:25 PhpStorm · faVsco.js — CreateSharedEvent.php, laravel.log (log review),
composer.json; iTerm2 DEV (docker) briefly
11:08–11:32 Slack · #releases — watching release channel
11:32–11:40 PhpStorm · faVsco.js — User.php, AppServiceProvider.php
11:33–11:48 Slack · Huddle: @Aneliya — 📹 MEETING: Slack huddle with Aneliya (~15 min)
Angelova
11:35–11:55 Slack · Aneliya Angelova (DM) — follow-up DM after huddle
11:48–12:44 PhpStorm · faVsco.js — deep work: AskJiminnyReportActivityService.php,
RequestGenerateAskJiminnyReportJob.php,
AskJiminnyReportsController.php
(local SF server running in background)
12:19–12:36 PhpStorm · faVsco.js — AutomatedReportsSendCommand.php,
AutomatedReportsService.php,
AutomatedReportsServiceTest.php
12:24–12:38 Slack · #confusion-clinic — checking confusion-clinic channel
12:49–13:07 PhpStorm · faVsco.js — pivoted to HubSpot integration:
OpportunitySyncTrait.php, BaseService.php,
AskJiminnyReportActivityServiceTest.php,
HS_local env
13:06–13:07 PhpStorm · Commit Changes — committed the morning's work
≈ 13:07–13:38 BREAK — ~30 min gap in activity
13:38–18:55 PhpStorm + Firefox + iTerm2 — afternoon continued (generic capture mode;
window-level detail unavailable — likely
continued Ask Jiminny / automated reports work;
Activity Monitor checked 13:54–15:21,
CleanShot X screenshots 15:01–16:55,
Finder 16:58–17:07)
---
Summary Block
┌────────────────────┬────────────────────────────────────────────────────────────────────┐
│ │ │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Day start / end │ 09:09 – ~18:55 │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Total tracked time │ ~9h 45min │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Meetings / calls │ ~40 min (Platform daily standup + 2 Slack huddles) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Focused coding │ ~6–7 h (PhpStorm dominant — Ask Jiminny automated reports feature) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Communication │ ~1.5 h (Slack: ~10 distinct DMs/channels) │
├────────────────────┼────────────────────────────────────────────────────────────────────┤
│ Context switches │ High — ~15 Slack threads, frequent PhpStorm ↔ Slack ↔ Firefox │
└────────────────────┴────────────────────────────────────────────────────────────────────┘
Top 3 apps by time:
1. PhpStorm — dominant all day; project: faVsco.js (Jiminny backend)
2. Firefox — browser work + Google Meet
3. iTerm2 — EU/PROD SSH + local Docker
Main coding theme: Ask Jiminny automated reports pipeline — AskJiminnyReportActivityService, RequestGenerateAskJiminnyReportJob, AutomatedReportsService,
AutomatedReportsSendCommand, AskJiminnyReportsController, plus related tests. Committed at 13:06.
▎ No audio transcriptions were captured today (microphone data empty), so meeting content was inferred from window titles only.
✻ Sautéed for 1m 28s
❯ what about between 15:00 and 17:00 approximatelly. I had a meeting. What was it about
⏺ Let me dig into that window more carefully.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ (No output)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…)
⎿ (No output)
⏺ Wrong UTC offset in my query. Let me fix — 15:00–17:00 local = 12:00–14:00 UTC.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","local_time":"2026-04-20 15:00:00","text_preview":"FV faVsco.js v°9 masterProjectphp artisan0 composer.json0 composer.lockd
ependency-checker.json0 dev.jsonE ids.txtE infection.json.distM-INSTALL.mdM+ INTERNAL_WEBHOOK_SETUP.mdEjiminny storageM+licenses.mom Makerileраскаqе-lock. sonE phpstan.
neon.dist= phostan-baseline.neon<phpunit.xmlTe raw sal querv"},
… +174 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT transcription, device, is_input_device, datetime(timestamp, '+3 hours') as local_time…)
⎿ (No output)
⏺ Bash(cat /Users/lukas/.claude/projects/-Users-lukas/81aa3054-f078-4fb2-aeb0-937316d28f59/tool-results/b5ez8ga4k.txt | python3 -c "
import json, sys…)
⎿ Traceback (most recent call last):
File "<string>", line 15, in <module>
File "<string>", line 15, in <genexpr>
… +13 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","first_local":"2026-04-20 15:00:00","last_local":"2026-04-20 17:07:40"},
{"app_name":"Raycast","window_name":"Raycast","first_local":"2026-04-20 15:00:26","last_local":"2026-04-20 15:03:21"},
{"app_name":"Slack","window_name":"Slack","first_local":"2026-04-20 15:00:39","last_local":"2026-04-20 17:26:13"},
… +9 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"Firefox","window_name":null,"local_time":"2026-04-20 15:01:01","text_preview":"slackActivityLaterJiminny ...Dratts & centi8 DirectoriesEb External connect
ions# Starred8 jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinic# curiosity_lab# engineering# frontend# general# inf
ra-changes# jiminny-bg# platform-tickets# product launches# random# releases# support# thank-yous# the_people_of_jimi...6 Direct messagesP. Aneliya Angelova "},
… +156 lines (ctrl+o to expand)
⏺ Found it. Let me get the meeting duration and the Jira tickets that were discussed.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:00:00","text_preview":"FV faVsco.js v°9 masterProjectphp artisan0 composer.json0 composer.lockdependency-checker.json0 dev.jsonE ids.txtE
infection.json.distM-INSTALL.mdM+ INTERNAL_WEBHOOK_SETUP.mdEjiminny storageM+licenses.mom Makerileраскаqе-lock. sonE phpstan.neon.dist= phostan-baseline.neon<phpunit.xm
lTe raw sal querv.saM+ README.mdLo sonar-proiect propertiesE test.py<> Untited Diadram.xmliI vetur.config.jsMI WEBHOOK FILTERING IMPLEMENTATION.mo› ib External Librarie
… +14 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 17:15:27","text_preview":"Slack•0 ЕlActivityLateMoreVIewmistonWindowHeld@ Search: shared-activiJiminny ...Nikolay Nikolov→Drattc& contTMore u
nreads8 DieuurelMessagesr Filesщсе но като цяло на края както говорихме просто навсякьде където се псEb External connections& Starred@ liminny-x-integrati...platform-in
ner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinica curiosiiy ao# engineering# frontend# general# infra-changes# jiminny-bg# platform-tickets# product l
… +14 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:00:39","text_preview":"SlackO•• ЕlActivityLaterVIewHistoryWindowHelp@ Search: shared-actiJiminny ..Dratts & centi8 Directories# releases•
MessagesEb External connections# Starred8 jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alertsS hackendl# confusion-clinic# curiosity_lab# engineer
ing# frontend# general# infra-changes# jiminny-bg# platform-tickets# product launches# random# releases# support# thank-yous# the_people_of_jimi...6 Direct messagesP. A
… +107 lines (ctrl+o to expand)
⏺ Let me find when the meeting ended by checking the last Meet frames.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 17:07:11","text_preview":"SlackActivityMoreVIewMistonWindowHeld@ Search: shared-activiJiminny ...* • Nikolay Nikolov→Drattck cantTMore unread
s8 Dieeurel• MessagesEb External connections& Starred@ liminny-x-integrati...platform-inner-teamE Channels# ai-chapter# alertsS hackendi# confusion-clinica curiosiiy ao
# engineering# fr"},
… +12 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 16:56:34","text_preview":"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹ >0 lhl100% <78
• Mon 20 Apr 16:56:33=+Aneliya AngelovaGalya DimitrovaNikolay Yankov*Nikolay IvanovNikolay NikolovLukas Kovalik4:56 PM | [Platform] Refinement •1:54:45"},
{"local_time":"2026-04-20 16:56:32","text_preview":"FirefoxFileEditViewHistoryBookmarksProfiles→CToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0‹ >0 lbl100% [8•
… +20 lines (ctrl+o to expand)
⏺ Got everything. Here's the full picture:
---
📹 Meeting: [Platform] Refinement
Time: 15:02 – ~16:57 · Duration: ~1h 55min
Platform: Google Meet (meet.google.com/cxs-eips-npt)
Participants:
- Lukas Kovalik (you)
- Nikolay Ivanov
- Steliyan Georgiev
- Nikolay Nikolov
- Nikolay Yankov
- Aneliya Angelova
- Galya Dimitrova (presenting/annotating at the end)
- Stefka Stoyanova
What was covered:
This was a sprint backlog refinement session. The browser tabs visible during the call show exactly which Jira tickets were open and likely discussed:
┌───────────┬──────────────────────────────────────────────────┐
│ Ticket │ Title │
├───────────┼──────────────────────────────────────────────────┤
│ JY-19798 │ Evaluation for AI activity │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20553 │ Improve CRM-sync delay │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20698 │ Handle failed field sync │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20692 │ Change confirmation page │
├───────────┼──────────────────────────────────────────────────┤
│ JY-20543 │ AJ Reports > Tracking │
├───────────┼──────────────────────────────────────────────────┤
│ JY-18909 │ (Part 2) Automated Reports / Ask Jiminny Reports │
├───────────┼──────────────────────────────────────────────────┤
│ SRD-67871 │ Issue with reconnecting │
└───────────┴──────────────────────────────────────────────────┘
You also had Postman open alongside the meeting with HubSpot (deal/object APIs) and Salesforce (tooling queries, field metadata) — likely looking up API details to clarify
ticket scope.
At ~16:56, Galya Dimitrova was screen-sharing (OCR shows "Presenting, annotating"), with Jira (jiminny.atlassian.net) visible — typical of a refinement session wrapping up by
walking through the board.
No audio was captured, so the actual discussion content isn't available — but the ticket list and ~2h duration match a thorough refinement session.
✻ Crunched for 1m 50s
❯ lets maybe focus on one monitor at the time. I probably worked on some stuf when the meeting was on on other monitor. Lets focus on the monitor where was the meeting
⏺ Let me check what monitor/device info is available in the frames.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT device_name, COUNT(*) as cnt…)
⎿ [{"device_name":"monitor_1","cnt":4390},
{"device_name":"monitor_2","cnt":4703}]
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT DISTINCT device_name…)
⎿ [{"device_name":"monitor_1"},
{"device_name":"monitor_2"}]
⏺ Bash(sqlite3 ~/.screenpipe/db.sqlite "
SELECT f.device_name, COUNT(*) as meet_frames…)
⎿ monitor_1|1336
monitor_2|36
⏺ monitor_1 was the meeting monitor. Now let me pull the full timeline for that monitor during the meeting.
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"app_name":"iTerm2","window_name":"iTerm2","first_local":"2026-04-20 15:00:00","last_local":"2026-04-20 17:07:40","entries":51},
{"app_name":"Raycast","window_name":"Raycast","first_local":"2026-04-20 15:00:26","last_local":"2026-04-20 15:00:26","entries":1},
{"app_name":"Slack","window_name":"Slack","first_local":"2026-04-20 15:00:39","last_local":"2026-04-20 17:26:09","entries":71},
… +8 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:21","app_name":"Firefox","window_name":"Firefox","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelpC$0 l 0100% C47 • Mon 20 Ap
r 15:01:20meet.google.com/cxs-eips-npt?authuser=0Meet - [Platform] Refinement• [EMAIL] account+ New TabLukas Kovalik[Platform] RefinementE Scheduled for4:00 PM. Use Gem
ini to take notesShare notes and transcriptStartJoin anywayOther ways to join v{ MacBook Pr...4 System Def..• FaceTime H...[ Backgroun...Gemini is available in Meet as
… +9 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:06","app_name":"PhpStorm","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelp100% C8• Mon 20 Apr 15:01:06ec2-user@ip-10-30-159-
186:~DOCKERDEV (docker)H82APP (-zsh)-zsh*4screenpipe\"• *5ec2-user@ip-10-30-159-186:- (...[ec2-user@ip-10-30-159-186 ~]$ dockerexeс-it $(dockerps--format\"{{.ID}}\" --f
ilter\"name=ecs-worker\" | head -1) /bin/bash -c \"cd /home/jiminny&&bash\"root@7dffb84e8e4e:/home/jiminny# php artisan aboutEnvironmentApplicationNameLaravel VersionPH
… +15 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 16:36:20","app_name":"PhpStorm","text":"FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpmeet.google.com/cxs-eips-npt?authuser=0Galy
a Dimitrova (Presenting, annotating)Galya DimitrovaStefka StoyanovaNikolay NikolovGalya Dimitrova (Presentation)4:36 PM | [Platform] Refinement •Lộ3100% K478• Mon 20 Ap
r 16:36:198Nikolay Ivanovukas Kovalik1:34:31"},
… +36 lines (ctrl+o to expand)
⏺ Bash(sqlite3 -json ~/.screenpipe/db.sqlite "
SELECT…)
⎿ [{"local_time":"2026-04-20 15:01:15","app_name":"iTerm2","text":"iTerm2ShellEditViewSessionScriptsProfilesWindowHelp-zshDOCKER• ₴1DEV (docker)Last login: Mon Apr 20 13:
26:00 on ttys008182APP (-zsh)·3Poetry could not find a pyproject.toml file in /Users/lukas/jiminny/app or its parentsPoetry could not find a pyproject.toml file in /Use
rs/lukas/jiminny/app or its parentslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-18909-automated-reports-ask-jiminny) $||A-zsh< >0 ldolscreenpipe*100% C8•
… +90 lines (ctrl+o to expand)
⏺ Now I have a rich picture. Here's the focused monitor_1 view:
---
📹 [Platform] Refinement — monitor_1 timeline
15:00–15:02 · Pre-meeting
- iTerm2 active: SSH'd into EU production (ec2-user@ip-10-30-159-186) running php artisan about to check the live environment
- Joined the Meet lobby at 15:01 — Steliyan Georgiev was already in, Nikolay Ivanov joined next
15:02 · In the call
- You had Postman open alongside Meet (HubSpot deal API + Salesforce tooling queries for field metadata) — likely pre-loaded for reference during ticket discussions
~15:05–15:06 · Nikolay Yankov presenting
- Walked through Jira: opened JY-20676 — "Notify the user if a Panorama prompt is deleted but is used in AJ Report" (with parent JY-19240)
- Then showed the staging app (app.staging.jiminny.com/ondemand) — the Ask Jiminny on-demand view, seemingly demoing the current behavior
- Then jumped into Figma — Project Phoenix design file, specifically the Automated Reports screens:
- Email for generated / not generated report
- Delete Saved Search
- Automated Reports settings
~16:36–16:57 · Galya Dimitrova presenting
- Opened Jira (jiminny.atlassian.net) — Platform Team board, Backlog + Active Sprints view
- Then switched to Figma — Project Phoenix again, showing:
- Deal Insights, Team Insights, AI Reports tabs
- AI Reports prompt screen ("This prompt is used in reports — you want to keep, not delete the report to break…")
- Org Settings, Profile, Kiosk, Emails screens
---
Summary:
Nearly 2-hour refinement focused on the AJ Reports / Automated Reports / Project Phoenix feature set. Nikolay Yankov walked through ticket specs and staging demos; Galya
Dimitrova closed with Figma designs for the same area. The Jira tic...
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/Users/lukas/.screenpipe/data/data/2026-04-22/1776 /Users/lukas/.screenpipe/data/data/2026-04-22/1776874231524_m1.jpg...
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screenpipe"
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2026-04-22T13:19:55.671519Z WARN sqlx::query: sum 2026-04-22T13:19:55.671519Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=39 elapsed=3.08657075s
2026-04-22T13:19:55.671902Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 39 eligible frames
2026-04-22T13:19:57.020448Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 1.8MB → 0.1MB (13.4x), 17 JPEGs deleted
2026-04-22T13:19:58.458501Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.3MB (3.2x), 20 JPEGs deleted
2026-04-22T13:20:08.378551Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:08.861155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:10.352247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:10.803201Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:11.855309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:12.281855Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:13.355000Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:13.804941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:15.301012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:20.197413Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:20.712382Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:22.303881Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:22.884710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:43.644742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:44.679647Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:45.622427Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:47.002982Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:47.417225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:49.161921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:49.582273Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:52.197321Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:52.639161Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:53.994198Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:54.437303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:55.293311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:24:09.469601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)
2026-04-22T13:25:01.128691Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=29 elapsed=2.659465833s
2026-04-22T13:25:01.128905Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames
2026-04-22T13:25:02.338181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.9MB → 1.3MB (2.3x), 14 JPEGs deleted
2026-04-22T13:25:03.917779Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.6MB → 0.7MB (4.0x), 13 JPEGs deleted
2026-04-22T13:25:25.711086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:38.501428Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:39.325116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:40.695499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)
2026-04-22T13:25:41.684971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:27:07.409923Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:29:09.989451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:10.403227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:11.440509Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:11.832029Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:14.479339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:14.877899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:18.456279Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:18.853811Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:22.452889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:22.844666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:26.423665Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:26.833837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:30:07.840247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:30:07.940843Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=29 elapsed=3.783649958s
2026-04-22T13:30:07.941532Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames
2026-04-22T13:30:09.855355Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 3.2MB → 0.5MB (6.5x), 12 JPEGs deleted
2026-04-22T13:30:12.349250Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.0MB (3.2x), 15 JPEGs deleted
2026-04-22T13:31:05.798294Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:10.385195Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:13.596372Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:31.481734Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:31.915675Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:33.707391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:34.117666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:46.023684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:31:59.210705Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:24.674518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:32:29.888930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:32:34.487353Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:35.015232Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:37.665435Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:38.057156Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:33:05.332928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:05.738911Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:07.188550Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:07.697205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:09.258757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:09.686230Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:10.892071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:11.409971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:35:14.758402Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=25 elapsed=2.341405708s
2026-04-22T13:35:14.758534Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames
2026-04-22T13:35:15.700348Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.9MB → 0.4MB (6.6x), 11 JPEGs deleted
2026-04-22T13:35:16.746240Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.4MB → 0.8MB (3.1x), 12 JPEGs deleted
2026-04-22T13:35:59.046373Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:35:59.522844Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:36:23.593886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:36:30.043441Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:10.935180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:15.205481Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:15.615311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:16.671476Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:17.130125Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:31.765784Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7624650583167905543, trigger=click)
2026-04-22T13:37:32.277572Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7624650583167905543, trigger=click)
2026-04-22T13:37:55.000582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3854152757192935136, trigger=click)
2026-04-22T13:37:55.579842Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3854152757192935136, trigger=click)
2026-04-22T13:40:19.993679Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=52 elapsed=3.236573834s
2026-04-22T13:40:19.993781Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames
2026-04-22T13:40:21.547011Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.3MB → 0.3MB (12.9x), 25 JPEGs deleted
2026-04-22T13:40:24.246314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 1.9MB (2.6x), 25 JPEGs deleted
2026-04-22T13:40:49.345857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3420346335485635575, trigger=click)
2026-04-22T13:40:49.761464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3420346335485635575, trigger=click)
2026-04-22T13:40:58.483984Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2699137710669661720, trigger=click)
2026-04-22T13:41:18.585300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)
2026-04-22T13:41:49.631129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:42:09.336358Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:42:22.318303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=5651691911195313325, trigger=click)
2026-04-22T13:45:24.809909Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames
2026-04-22T13:45:26.334982Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.2MB → 0.2MB (18.4x), 25 JPEGs deleted
2026-04-22T13:45:28.494791Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.2MB → 1.8MB (2.9x), 25 JPEGs deleted
2026-04-22T13:50:32.678587Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=33 elapsed=4.217422542s
2026-04-22T13:50:32.678957Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 33 eligible frames
2026-04-22T13:50:33.731344Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (12.1x), 16 JPEGs deleted
2026-04-22T13:50:35.297399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.2MB → 0.9MB (3.6x), 15 JPEGs deleted
2026-04-22T13:52:40.144788Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)
2026-04-22T13:53:01.899060Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)
2026-04-22T13:53:24.588928Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)
2026-04-22T13:54:45.480269Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:54:45.525295Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:54:47.277567Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:54:47.557900Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 2
2026-04-22T13:54:50.517321Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:54:50.531527Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:54:50.539783Z INFO sck_rs::stream_manager: stopped 1 persistent stream(s)
2026-04-22T13:54:51.633834Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:54:57.215619Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)
2026-04-22T13:54:57.475388Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 1
2026-04-22T13:55:00.526322Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:55:00.545282Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:55:01.132848Z INFO sck_rs::stream_manager: stopped 2 persistent stream(s)
2026-04-22T13:55:02.005737Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)
2026-04-22T13:55:02.633821Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:55:19.838192Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:20.300634Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:21.567188Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:42.189258Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=6.884820208s
2026-04-22T13:55:42.189981Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T13:55:43.595617Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (11.9x), 16 JPEGs deleted
2026-04-22T13:55:46.392329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.1MB (3.6x), 20 JPEGs deleted
2026-04-22T13:55:56.140186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:55:57.408560Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:03.696726Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:06.390518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:08.300896Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:08.718730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:09.912001Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:10.311583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:13.273546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:58:19.346181Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:58:58.360554Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:58.786340Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:04.430986Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:04.893282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:45.902049Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:46.348987Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:48.470706Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:48.898805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:54.274180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:56.495414Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T14:00:02.522746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T14:00:35.856416Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=click)
2026-04-22T14:00:44.303637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=visual_change)
2026-04-22T14:00:55.518274Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=22 elapsed=9.118070709s
2026-04-22T14:00:55.518433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames
2026-04-22T14:00:57.099120Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.3MB → 0.2MB (7.7x), 10 JPEGs deleted
2026-04-22T14:00:58.767986Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.2MB → 0.4MB (6.0x), 10 JPEGs deleted
2026-04-22T14:04:15.220880Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3837731717837980920, trigger=visual_change)
2026-04-22T14:05:28.069620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)
2026-04-22T14:05:28.937013Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1051548329161768346, trigger=click)
2026-04-22T14:06:00.164534Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=16 elapsed=1.199258208s
2026-04-22T14:06:00.164673Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 16 eligible frames
2026-04-22T14:06:02.024968Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.9MB → 0.2MB (5.3x), 7 JPEGs deleted
2026-04-22T14:06:05.188088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 1.5MB → 0.7MB (2.2x), 7 JPEGs deleted
2026-04-22T14:06:46.071139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:06:54.570039Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:11.311868Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:11.803732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:14.694406Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:15.147426Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:20.551057Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:21.045391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:22.951330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:23.467707Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:30.780582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:31.189747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:11:11.060150Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=27 elapsed=4.548210084s
2026-04-22T14:11:11.060281Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames
2026-04-22T14:11:12.404803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.4MB → 0.2MB (8.3x), 11 JPEGs deleted
2026-04-22T14:11:14.840042Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.7MB → 0.9MB (3.1x), 14 JPEGs deleted
2026-04-22T14:13:35.976326Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4968702094796127351, trigger=click)
2026-04-22T14:14:34.729623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4357453572186956917, trigger=click)
2026-04-22T14:14:35.105620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4357453572186956917, trigger=click)
2026-04-22T14:14:42.802189Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=visual_change)
2026-04-22T14:15:50.965557Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=click)
2026-04-22T14:16:12.161692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6479516063853776409, trigger=click)
2026-04-22T14:16:16.153590Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=48 elapsed=1.32668825s
2026-04-22T14:16:16.155403Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames
2026-04-22T14:16:18.705225Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 5.0MB → 0.8MB (5.9x), 20 JPEGs deleted
2026-04-22T14:16:23.744196Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.4MB → 1.3MB (3.4x), 26 JPEGs deleted
2026-04-22T14:16:41.068116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1903229694032021789, trigger=click)
2026-04-22T14:19:15.519118Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4529195482775946524, trigger=click)
2026-04-22T14:19:22.366746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:30.208098Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:33.496128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:38.751833Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:41.173256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=visual_change)
2026-04-22T14:19:42.912499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:46.351486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:59.152409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)
2026-04-22T14:20:01.518389Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)
2026-04-22T14:20:08.061611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3675157249828056010, trigger=click)
2026-04-22T14:21:28.984120Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=25 elapsed=4.855522625s
2026-04-22T14:21:28.985458Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames
2026-04-22T14:21:30.346636Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 0.5MB (5.1x), 11 JPEGs deleted
2026-04-22T14:21:32.359178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.6MB (4.3x), 12 JPEGs deleted
2026-04-22T14:23:49.639071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:24:02.782818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:24:15.622633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:10.392401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:10.788712Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:12.799270Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:13.219651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:26:38.732555Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=36 elapsed=6.323619459s
2026-04-22T14:26:38.732888Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 36 eligible frames
2026-04-22T14:26:39.785513Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.2MB → 0.1MB (9.0x), 16 JPEGs deleted
2026-04-22T14:26:41.678236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 4.1MB → 1.7MB (2.4x), 18 JPEGs deleted
2026-04-22T14:26:51.433436Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:52.304457Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:54.907598Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:55.381293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:00.185936Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:01.160650Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:27:24.714027Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:25.724851Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:27:26.222818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:27.755899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:28.274266Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:30:08.479659Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1095112307124202838, trigger=click)
2026-04-22T14:31:42.105262Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:31:43.197127Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.5MB → 1.0MB (2.5x), 15 JPEGs deleted
2026-04-22T14:31:45.195588Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 4.3MB → 1.6MB (2.6x), 21 JPEGs deleted
2026-04-22T14:32:02.263422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3223987862501414590, trigger=click)
2026-04-22T14:32:02.639431Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3223987862501414590, trigger=click)
2026-04-22T14:32:19.705800Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1632013320203273627, trigger=click)
2026-04-22T14:32:56.235240Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=257019738165452929, trigger=click)
2026-04-22T14:32:59.969256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:03.317113Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:06.798109Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:17.093100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:17.486074Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:22.565377Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:23.216523Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:35.842809Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)
2026-04-22T14:36:49.764156Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=34 elapsed=4.516637708s
2026-04-22T14:36:49.764263Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 34 eligible frames
2026-04-22T14:36:51.311395Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.0MB → 0.7MB (4.6x), 17 JPEGs deleted
2026-04-22T14:36:52.531817Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.0MB → 1.1MB (2.6x), 15 JPEGs deleted
2026-04-22T14:37:28.108242Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)
2026-04-22T14:37:28.485856Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=435352143489435154, trigger=click)
2026-04-22T14:37:58.316339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=click)
2026-04-22T14:38:23.725006Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=visual_change)
2026-04-22T14:38:38.826158Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3668856246823891896, trigger=click)
2026-04-22T14:39:14.985595Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:41.085287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:48.325144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:54.042692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:40:56.876512Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2152077026286113228, trigger=click)
2026-04-22T14:41:03.035671Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2747516377298098397, trigger=click)
2026-04-22T14:41:21.141064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2710026494434395739, trigger=click)
2026-04-22T14:41:34.026128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2710026494434395739, trigger=click)
2026-04-22T14:41:59.929978Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=5.991404375s
2026-04-22T14:41:59.930138Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:42:03.556178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.3MB (11.1x), 18 JPEGs deleted
2026-04-22T14:42:06.257184Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.1MB (2.9x), 18 JPEGs deleted
2026-04-22T14:42:25.479048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=8568923258494843591, trigger=click)
2026-04-22T14:42:43.658087Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:44.150668Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:46.347489Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:46.976364Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:54.146640Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8318058469467001879, trigger=click)
2026-04-22T14:43:16.054664Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:27.592095Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:28.904486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:33.115401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:33.548704Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:34.528422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:35.101040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:42.182992Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:44.575989Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:44:46.365793Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6679194177618586363, trigger=click)
2026-04-22T14:47:14.092894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:14.453307Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:15.216109Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=7.876438917s
2026-04-22T14:47:15.216433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:47:16.019464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:16.544950Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:16.818898Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.4MB (7.6x), 18 JPEGs deleted
2026-04-22T14:47:18.385927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipp...
|
[{"role":"AXTextArea","text [{"role":"AXTextArea","text":"2026-04-22T13:19:55.671519Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=39 elapsed=3.08657075s\n2026-04-22T13:19:55.671902Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 39 eligible frames\n2026-04-22T13:19:57.020448Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 1.8MB → 0.1MB (13.4x), 17 JPEGs deleted\n2026-04-22T13:19:58.458501Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.3MB (3.2x), 20 JPEGs deleted\n2026-04-22T13:20:08.378551Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:08.861155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:10.352247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:10.803201Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:11.855309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:12.281855Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:13.355000Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:13.804941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:15.301012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:20.197413Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:20.712382Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:22.303881Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:22.884710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:43.644742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:44.679647Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:45.622427Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:47.002982Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:47.417225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:49.161921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:49.582273Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:52.197321Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:52.639161Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:53.994198Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:54.437303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:55.293311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:24:09.469601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)\n2026-04-22T13:25:01.128691Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=2.659465833s\n2026-04-22T13:25:01.128905Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T13:25:02.338181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.9MB → 1.3MB (2.3x), 14 JPEGs deleted\n2026-04-22T13:25:03.917779Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.6MB → 0.7MB (4.0x), 13 JPEGs deleted\n2026-04-22T13:25:25.711086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:38.501428Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:39.325116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:40.695499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)\n2026-04-22T13:25:41.684971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:27:07.409923Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:29:09.989451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:10.403227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:11.440509Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:11.832029Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:14.479339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:14.877899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:18.456279Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:18.853811Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:22.452889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:22.844666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:26.423665Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:26.833837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:30:07.840247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:30:07.940843Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=3.783649958s\n2026-04-22T13:30:07.941532Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T13:30:09.855355Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 3.2MB → 0.5MB (6.5x), 12 JPEGs deleted\n2026-04-22T13:30:12.349250Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.0MB (3.2x), 15 JPEGs deleted\n2026-04-22T13:31:05.798294Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:10.385195Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:13.596372Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:31.481734Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:31.915675Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:33.707391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:34.117666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:46.023684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:31:59.210705Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:24.674518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:32:29.888930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:32:34.487353Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:35.015232Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:37.665435Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:38.057156Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:33:05.332928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:05.738911Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:07.188550Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:07.697205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:09.258757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:09.686230Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:10.892071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:11.409971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:35:14.758402Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=25 elapsed=2.341405708s\n2026-04-22T13:35:14.758534Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames\n2026-04-22T13:35:15.700348Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.9MB → 0.4MB (6.6x), 11 JPEGs deleted\n2026-04-22T13:35:16.746240Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.4MB → 0.8MB (3.1x), 12 JPEGs deleted\n2026-04-22T13:35:59.046373Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:35:59.522844Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:36:23.593886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:36:30.043441Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:10.935180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:15.205481Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:15.615311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:16.671476Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:17.130125Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:31.765784Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7624650583167905543, trigger=click)\n2026-04-22T13:37:32.277572Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7624650583167905543, trigger=click)\n2026-04-22T13:37:55.000582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3854152757192935136, trigger=click)\n2026-04-22T13:37:55.579842Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3854152757192935136, trigger=click)\n2026-04-22T13:40:19.993679Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=3.236573834s\n2026-04-22T13:40:19.993781Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T13:40:21.547011Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.3MB → 0.3MB (12.9x), 25 JPEGs deleted\n2026-04-22T13:40:24.246314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 1.9MB (2.6x), 25 JPEGs deleted\n2026-04-22T13:40:49.345857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3420346335485635575, trigger=click)\n2026-04-22T13:40:49.761464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3420346335485635575, trigger=click)\n2026-04-22T13:40:58.483984Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2699137710669661720, trigger=click)\n2026-04-22T13:41:18.585300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)\n2026-04-22T13:41:49.631129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:42:09.336358Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:42:22.318303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=5651691911195313325, trigger=click)\n2026-04-22T13:45:24.809909Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T13:45:26.334982Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.2MB → 0.2MB (18.4x), 25 JPEGs deleted\n2026-04-22T13:45:28.494791Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.2MB → 1.8MB (2.9x), 25 JPEGs deleted\n2026-04-22T13:50:32.678587Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=33 elapsed=4.217422542s\n2026-04-22T13:50:32.678957Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 33 eligible frames\n2026-04-22T13:50:33.731344Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (12.1x), 16 JPEGs deleted\n2026-04-22T13:50:35.297399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.2MB → 0.9MB (3.6x), 15 JPEGs deleted\n2026-04-22T13:52:40.144788Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)\n2026-04-22T13:53:01.899060Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)\n2026-04-22T13:53:24.588928Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)\n2026-04-22T13:54:45.480269Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:54:45.525295Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:54:47.277567Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:54:47.557900Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 2\n2026-04-22T13:54:50.517321Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:54:50.531527Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:54:50.539783Z INFO sck_rs::stream_manager: stopped 1 persistent stream(s)\n2026-04-22T13:54:51.633834Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:54:57.215619Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T13:54:57.475388Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 1\n2026-04-22T13:55:00.526322Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:55:00.545282Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:55:01.132848Z INFO sck_rs::stream_manager: stopped 2 persistent stream(s)\n2026-04-22T13:55:02.005737Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T13:55:02.633821Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:55:19.838192Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:20.300634Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:21.567188Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:42.189258Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=6.884820208s\n2026-04-22T13:55:42.189981Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T13:55:43.595617Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (11.9x), 16 JPEGs deleted\n2026-04-22T13:55:46.392329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.1MB (3.6x), 20 JPEGs deleted\n2026-04-22T13:55:56.140186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:55:57.408560Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:03.696726Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:06.390518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:08.300896Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:08.718730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:09.912001Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:10.311583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:13.273546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:58:19.346181Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:58:58.360554Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:58.786340Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:04.430986Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:04.893282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:45.902049Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:46.348987Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:48.470706Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:48.898805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:54.274180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:56.495414Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T14:00:02.522746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T14:00:35.856416Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=click)\n2026-04-22T14:00:44.303637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=visual_change)\n2026-04-22T14:00:55.518274Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=9.118070709s\n2026-04-22T14:00:55.518433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T14:00:57.099120Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.3MB → 0.2MB (7.7x), 10 JPEGs deleted\n2026-04-22T14:00:58.767986Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.2MB → 0.4MB (6.0x), 10 JPEGs deleted\n2026-04-22T14:04:15.220880Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3837731717837980920, trigger=visual_change)\n2026-04-22T14:05:28.069620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)\n2026-04-22T14:05:28.937013Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1051548329161768346, trigger=click)\n2026-04-22T14:06:00.164534Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=16 elapsed=1.199258208s\n2026-04-22T14:06:00.164673Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 16 eligible frames\n2026-04-22T14:06:02.024968Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.9MB → 0.2MB (5.3x), 7 JPEGs deleted\n2026-04-22T14:06:05.188088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 1.5MB → 0.7MB (2.2x), 7 JPEGs deleted\n2026-04-22T14:06:46.071139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:06:54.570039Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:11.311868Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:11.803732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:14.694406Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:15.147426Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:20.551057Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:21.045391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:22.951330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:23.467707Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:30.780582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:31.189747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:11:11.060150Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=27 elapsed=4.548210084s\n2026-04-22T14:11:11.060281Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T14:11:12.404803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.4MB → 0.2MB (8.3x), 11 JPEGs deleted\n2026-04-22T14:11:14.840042Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.7MB → 0.9MB (3.1x), 14 JPEGs deleted\n2026-04-22T14:13:35.976326Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4968702094796127351, trigger=click)\n2026-04-22T14:14:34.729623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4357453572186956917, trigger=click)\n2026-04-22T14:14:35.105620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4357453572186956917, trigger=click)\n2026-04-22T14:14:42.802189Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=visual_change)\n2026-04-22T14:15:50.965557Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=click)\n2026-04-22T14:16:12.161692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6479516063853776409, trigger=click)\n2026-04-22T14:16:16.153590Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=48 elapsed=1.32668825s\n2026-04-22T14:16:16.155403Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames\n2026-04-22T14:16:18.705225Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 5.0MB → 0.8MB (5.9x), 20 JPEGs deleted\n2026-04-22T14:16:23.744196Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.4MB → 1.3MB (3.4x), 26 JPEGs deleted\n2026-04-22T14:16:41.068116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1903229694032021789, trigger=click)\n2026-04-22T14:19:15.519118Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4529195482775946524, trigger=click)\n2026-04-22T14:19:22.366746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:30.208098Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:33.496128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:38.751833Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:41.173256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=visual_change)\n2026-04-22T14:19:42.912499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:46.351486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:59.152409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)\n2026-04-22T14:20:01.518389Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)\n2026-04-22T14:20:08.061611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3675157249828056010, trigger=click)\n2026-04-22T14:21:28.984120Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=25 elapsed=4.855522625s\n2026-04-22T14:21:28.985458Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames\n2026-04-22T14:21:30.346636Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 0.5MB (5.1x), 11 JPEGs deleted\n2026-04-22T14:21:32.359178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.6MB (4.3x), 12 JPEGs deleted\n2026-04-22T14:23:49.639071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:24:02.782818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:24:15.622633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:10.392401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:10.788712Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:12.799270Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:13.219651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:26:38.732555Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=36 elapsed=6.323619459s\n2026-04-22T14:26:38.732888Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 36 eligible frames\n2026-04-22T14:26:39.785513Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.2MB → 0.1MB (9.0x), 16 JPEGs deleted\n2026-04-22T14:26:41.678236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 4.1MB → 1.7MB (2.4x), 18 JPEGs deleted\n2026-04-22T14:26:51.433436Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:52.304457Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:54.907598Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:55.381293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:00.185936Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:01.160650Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:27:24.714027Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:25.724851Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:27:26.222818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:27.755899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:28.274266Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:30:08.479659Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1095112307124202838, trigger=click)\n2026-04-22T14:31:42.105262Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:31:43.197127Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.5MB → 1.0MB (2.5x), 15 JPEGs deleted\n2026-04-22T14:31:45.195588Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 4.3MB → 1.6MB (2.6x), 21 JPEGs deleted\n2026-04-22T14:32:02.263422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3223987862501414590, trigger=click)\n2026-04-22T14:32:02.639431Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3223987862501414590, trigger=click)\n2026-04-22T14:32:19.705800Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1632013320203273627, trigger=click)\n2026-04-22T14:32:56.235240Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=257019738165452929, trigger=click)\n2026-04-22T14:32:59.969256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:03.317113Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:06.798109Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:17.093100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:17.486074Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:22.565377Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:23.216523Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:35.842809Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)\n2026-04-22T14:36:49.764156Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=34 elapsed=4.516637708s\n2026-04-22T14:36:49.764263Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 34 eligible frames\n2026-04-22T14:36:51.311395Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.0MB → 0.7MB (4.6x), 17 JPEGs deleted\n2026-04-22T14:36:52.531817Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.0MB → 1.1MB (2.6x), 15 JPEGs deleted\n2026-04-22T14:37:28.108242Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)\n2026-04-22T14:37:28.485856Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=435352143489435154, trigger=click)\n2026-04-22T14:37:58.316339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=click)\n2026-04-22T14:38:23.725006Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=visual_change)\n2026-04-22T14:38:38.826158Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3668856246823891896, trigger=click)\n2026-04-22T14:39:14.985595Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:41.085287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:48.325144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:54.042692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:40:56.876512Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:41:03.035671Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2747516377298098397, trigger=click)\n2026-04-22T14:41:21.141064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2710026494434395739, trigger=click)\n2026-04-22T14:41:34.026128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2710026494434395739, trigger=click)\n2026-04-22T14:41:59.929978Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=5.991404375s\n2026-04-22T14:41:59.930138Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:42:03.556178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.3MB (11.1x), 18 JPEGs deleted\n2026-04-22T14:42:06.257184Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.1MB (2.9x), 18 JPEGs deleted\n2026-04-22T14:42:25.479048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=8568923258494843591, trigger=click)\n2026-04-22T14:42:43.658087Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:44.150668Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:46.347489Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:46.976364Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:54.146640Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8318058469467001879, trigger=click)\n2026-04-22T14:43:16.054664Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:27.592095Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:28.904486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:33.115401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:33.548704Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:34.528422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:35.101040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:42.182992Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:44.575989Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:44:46.365793Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6679194177618586363, trigger=click)\n2026-04-22T14:47:14.092894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:14.453307Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:15.216109Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=7.876438917s\n2026-04-22T14:47:15.216433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:47:16.019464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:16.544950Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:16.818898Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.4MB (7.6x), 18 JPEGs deleted\n2026-04-22T14:47:18.385927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:18.475181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.2MB (2.9x), 18 JPEGs deleted\n2026-04-22T14:47:19.386449Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:20.087965Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:59.950079Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=click)\n2026-04-22T14:48:01.449829Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=click)\n2026-04-22T14:48:09.502190Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=visual_change)\n2026-04-22T14:48:34.932290Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8599886822383806507, trigger=click)\n2026-04-22T14:48:44.486878Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3332409860485365312, trigger=click)\n2026-04-22T14:48:45.527964Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3332409860485365312, trigger=click)\n2026-04-22T14:49:38.888769Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=472424603195027632, trigger=click)\n2026-04-22T14:49:45.417282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=472424603195027632, trigger=click)\n2026-04-22T14:49:47.792067Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=472424603195027632, trigger=click)\n2026-04-22T14:50:00.945819Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4843648253222399128, trigger=click)\n2026-04-22T14:50:02.876637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4843648253222399128, trigger=click)\n2026-04-22T14:52:21.989580Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=42 elapsed=3.480045958s\n2026-04-22T14:52:21.990045Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 42 eligible frames\n2026-04-22T14:52:23.358528Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 3.9MB → 0.4MB (8.7x), 22 JPEGs deleted\n2026-04-22T14:52:24.693261Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.5MB → 1.3MB (2.6x), 18 JPEGs deleted\n2026-04-22T14:53:02.184100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:02.666973Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:44.356357Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:44.849679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:57:28.770189Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=4.063771166s\n2026-04-22T14:57:28.770886Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T14:57:31.445523Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 4.2MB → 0.5MB (7.8x), 25 JPEGs deleted\n2026-04-22T14:57:35.130193Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 2.4MB (2.1x), 25 JPEGs deleted\n2026-04-22T15:00:02.686939Z INFO screenpipe_engine::meeting_detector: meeting v2: Idle -> Confirming (app=Slack, signals=2)\n2026-04-22T15:00:08.703872Z INFO screenpipe_engine::meeting_detector: meeting v2: Confirming -> Active (app=Slack, signals=2, browser=false)\n2026-04-22T15:00:08.707794Z INFO screenpipe_engine::meeting_detector: meeting v2: meeting started (id=8, app=Slack, title=None)\n2026-04-22T15:00:09.697915Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:00:25.820838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:30.742889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:35.932789Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:38.982205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:42.607387Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:45.252062Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:48.655907Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:54.706686Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:02:07.634898Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:02:43.352910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=click)\n2026-04-22T15:02:43.752028Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=57 elapsed=8.590900375s\n2026-04-22T15:02:43.756244Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 57 eligible frames\n2026-04-22T15:02:46.231236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 4.8MB → 2.0MB (2.4x), 29 JPEGs deleted\n2026-04-22T15:02:46.417502Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:49.039329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.9MB → 1.8MB (2.8x), 26 JPEGs deleted\n2026-04-22T15:02:50.878563Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:53.936710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:56.977078Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:19.571166Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:26.066470Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:31.414066Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:07.475454Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:10.605093Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:13.512293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:16.529473Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:53.720517Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:04:55.658228Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:05:01.010633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:05:03.051970Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:05:06.145567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:05:29.469376Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=797137072065105312, trigger=click)\n2026-04-22T15:05:55.103542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:05:55.539275Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:06:41.788384Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:06:42.204175Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:07:03.704733Z INFO screenpipe_engine::meeting_detector: meeting v2: Active -> Ending (no controls, app=Slack, id=8, grace=30s)\n2026-04-22T15:07:39.449504Z INFO screenpipe_engine::meeting_detector: meeting v2: Ending -> Idle (timeout=30s, app=Slack, id=8)\n2026-04-22T15:07:39.915187Z INFO screenpipe_engine::meeting_detector: meeting v2: meeting ended (id=8)\n2026-04-22T15:07:49.691643Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T15:07:51.650549Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.3MB → 0.3MB (7.0x), 13 JPEGs deleted\n2026-04-22T15:07:53.582709Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.9MB (3.0x), 12 JPEGs deleted\n2026-04-22T15:07:53.988144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1303595353837004202, trigger=click)\n2026-04-22T15:09:49.799139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4589403011857874475, trigger=click)\n2026-04-22T15:09:52.656133Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4589403011857874475, trigger=click)\n2026-04-22T15:13:00.784316Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=7.176940333s\n2026-04-22T15:13:00.784701Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T15:13:06.141480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 3.7MB → 1.4MB (2.7x), 23 JPEGs deleted\n2026-04-22T15:13:09.087116Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 19 frames, 5.4MB → 1.4MB (4.0x), 19 JPEGs deleted\n2026-04-22T15:18:11.493152Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=37 elapsed=2.382042209s\n2026-04-22T15:18:11.496118Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 37 eligible frames\n2026-04-22T15:18:15.568523Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.0MB → 1.3MB (2.3x), 18 JPEGs deleted\n2026-04-22T15:18:18.268870Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 5.0MB → 1.2MB (4.0x), 17 JPEGs deleted\n2026-04-22T15:21:12.476028Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3813526692250337476, trigger=visual_change)\n2026-04-22T15:23:28.271759Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=63 elapsed=9.511646458s\n2026-04-22T15:23:28.282671Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 63 eligible frames\n2026-04-22T15:23:34.267737Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.8MB → 3.5MB (1.9x), 31 JPEGs deleted\n2026-04-22T15:23:38.696265Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 30 frames, 5.7MB → 1.2MB (4.7x), 30 JPEGs deleted\n2026-04-22T15:25:18.297937Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:25:21.238617Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:25:58.399479Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:00.086631Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:01.910963Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:02.357258Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:04.744325Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:05.686404Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:07.341872Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:07.841961Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:27:08.518409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:14.348556Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:19.567077Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:23.928137Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:25.430871Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:32.704396Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:39.006433Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:43.060533Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:45.902424Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:53.866025Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:56.855542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:06.329802Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:16.947758Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:17.639628Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:19.702614Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:22.257394Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:22.756941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:25.405205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:26.273821Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:37.225888Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:41.503684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:28:42.412245Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:44.900893Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:45.281047Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:47.806415Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=61 elapsed=8.915603625s\n2026-04-22T15:28:47.808575Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 61 eligible frames\n2026-04-22T15:28:51.748955Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:52.058480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 33 frames, 7.4MB → 2.7MB (2.7x), 33 JPEGs deleted\n2026-04-22T15:28:57.816868Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.8MB → 2.2MB (2.2x), 26 JPEGs deleted\n2026-04-22T15:28:59.171732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:29:19.001260Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:29:26.828215Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:30:54.757442Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2182844197261250370, trigger=click)\n2026-04-22T15:31:30.516711Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2182844197261250370, trigger=click)\n2026-04-22T15:31:49.431335Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:31:54.155985Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:31:58.427528Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:32:21.666172Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7700301847216802583, trigger=click)\n2026-04-22T15:32:26.019679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7700301847216802583, trigger=visual_change)\n2026-04-22T15:33:34.334309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5496326212892813056, trigger=visual_change)\n2026-04-22T15:33:41.606418Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5496326212892813056, trigger=visual_change)\n2026-04-22T15:34:04.695051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5496326212892813056, trigger=click)\n2026-04-22T15:34:06.919005Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=73 elapsed=9.073921416s\n2026-04-22T15:34:06.919292Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 73 eligible frames\n2026-04-22T15:34:11.489642Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 40 frames, 9.1MB → 3.4MB (2.6x), 40 JPEGs deleted\n2026-04-22T15:34:15.335063Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.0MB → 2.0MB (3.0x), 31 JPEGs deleted\n2026-04-22T15:36:46.398267Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:36:49.359581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:36:56.667177Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:01.305805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:04.552815Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:05.365649Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:06.657172Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:20.005928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:22.572092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:28.745166Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:32.112106Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:40.817103Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:44.068041Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:49.735129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:50.302210Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:38:55.433464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:38:58.142835Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:15.500379Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:15.987757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:17.228167Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:18.307711Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:21.533092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:21.807148Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=62 elapsed=6.322537666s\n2026-04-22T15:39:21.807242Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 62 eligible frames\n2026-04-22T15:39:23.654129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:24.158197Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:24.238758Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 6.7MB → 2.4MB (2.8x), 29 JPEGs deleted\n2026-04-22T15:39:24.919127Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:26.522050Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.2MB → 2.3MB (2.7x), 31 JPEGs deleted\n2026-04-22T15:39:32.912924Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:33.735345Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:35.375360Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:36.995841Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:37.467108Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:40.369538Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:43.276197Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:40:07.556081Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:09.930821Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:11.154450Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:19.449508Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:29.519581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8135701070039948601, trigger=visual_change)\n2026-04-22T15:41:56.970803Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:42:06.118149Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:44:30.869060Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=59 elapsed=4.334722834s\n2026-04-22T15:44:30.869438Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 59 eligible frames\n2026-04-22T15:44:36.682494Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 7.0MB → 3.2MB (2.1x), 31 JPEGs deleted\n2026-04-22T15:44:41.069797Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.9MB → 1.5MB (3.3x), 26 JPEGs deleted\n2026-04-22T15:47:16.707141Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:47:26.476915Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:47:30.506202Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:47:33.490610Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:47:37.439486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:48:10.814782Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:48:49.253754Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:48:58.005092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:44.222629Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=41 elapsed=2.9267015s\n2026-04-22T15:49:44.223441Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 41 eligible frames\n2026-04-22T15:49:46.632623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:46.707995Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 19 frames, 4.3MB → 2.2MB (2.0x), 19 JPEGs deleted\n2026-04-22T15:49:48.648095Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.5MB → 2.1MB (2.2x), 20 JPEGs deleted\n2026-04-22T15:49:55.585051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:58.557820Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:04.689651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:10.744245Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:32.681643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:37.792790Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:40.260147Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:46.805742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:53.026194Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:55.961999Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:02.210628Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:04.537374Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:17.321401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:23.393544Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:26.412142Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:32.600472Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:35.220938Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:41.194536Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:44.210722Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:50.304611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:56.294115Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:59.321943Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:05.342699Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:17.436700Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:21.187208Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:49.374507Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:52:51.550918Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:53.892542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:59.947921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:03.308386Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:10.465051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:18.275354Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:19.882281Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:26.102339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:28.677581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:38.195861Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:40.759223Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:44.211689Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:49.661798Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:51.254730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:56.539255Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:58.004998Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:58.491246Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:00.207899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:00.960349Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:06.030857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:09.163227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:09.608141Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:29.884648Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:32.904873Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:38.529745Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:42.030930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:53.757845Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=5.12885025s\n2026-04-22T15:54:53.758028Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T15:54:56.216519Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.7MB → 2.2MB (2.6x), 25 JPEGs deleted\n2026-04-22T15:54:57.253500Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:57.778380Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.8MB → 1.4MB (2.7x), 17 JPEGs deleted\n2026-04-22T15:55:14.227919Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:29.347981Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:34.911796Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:37.679086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:55.657449Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:55:56.235238Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:55:58.080012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:56:03.489838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:56:19.773160Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:58:04.898631Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:58:05.507970Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:58:19.974744Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7937570718597551457, trigger=visual_change)\n2026-04-22T16:00:07.397412Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=9.608749083s\n2026-04-22T16:00:07.397774Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T16:00:11.353157Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 1.6MB (1.7x), 12 JPEGs deleted\n2026-04-22T16:00:14.732810Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 3.1MB → 1.4MB (2.2x), 14 JPEGs deleted\n2026-04-22T16:05:14.875841Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 26 eligible frames\n2026-04-22T16:05:21.176398Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 1.5MB (1.8x), 12 JPEGs deleted\n2026-04-22T16:05:23.500634Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 0.8MB (3.5x), 12 JPEGs deleted\n2026-04-22T16:09:43.057186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1700548679087424896, trigger=click)\n2026-04-22T16:09:43.726339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1700548679087424896, trigger=click)\n2026-04-22T16:10:33.202772Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=8.151029333s\n2026-04-22T16:10:33.205709Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:10:36.241109Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.9MB → 0.8MB (3.6x), 16 JPEGs deleted\n2026-04-22T16:10:39.638416Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.4MB → 1.1MB (2.2x), 14 JPEGs deleted\n2026-04-22T16:12:57.604636Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3640531240517672751, trigger=visual_change)\n2026-04-22T16:14:48.477621Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:14:49.113238Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:14:52.803148Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:15:48.370916Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=21 elapsed=8.52753825s\n2026-04-22T16:15:48.371084Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 21 eligible frames\n2026-04-22T16:15:49.801978Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.6MB → 0.3MB (5.7x), 9 JPEGs deleted\n2026-04-22T16:15:51.456711Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.6MB → 0.4MB (4.1x), 10 JPEGs deleted\n2026-04-22T16:16:39.820921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:40.258041Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:42.604047Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=visual_change)\n2026-04-22T16:16:44.729225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:45.395942Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:48.031036Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:53.808716Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:57.947511Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:58.661906Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:00.203848Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:00.510442Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:10.932565Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:13.262897Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:16.009682Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:16.360136Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:18.987777Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:19.385866Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:22.098836Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:22.469613Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:45.084378Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:45.488587Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T16:17:46.265772Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:50.794900Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:51.193853Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:56.183149Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:56.903285Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:18:02.302062Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2014082630808116476, trigger=click)\n2026-04-22T16:19:28.148117Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=visual_change)\n2026-04-22T16:19:30.526236Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:31.195837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:33.715299Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:34.357828Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:35.020610Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:35.698451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:20:53.732098Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=2.258795792s\n2026-04-22T16:20:53.732443Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T16:20:54.463494Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.6MB → 0.3MB (5.7x), 9 JPEGs deleted\n2026-04-22T16:20:55.529460Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 1.1MB (2.3x), 11 JPEGs deleted\n2026-04-22T16:24:20.510070Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2383132637107085157, trigger=click)\n2026-04-22T16:24:27.782475Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1404306881477617387, trigger=click)\n2026-04-22T16:24:44.481677Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6805760601486189718, trigger=click)\n2026-04-22T16:25:13.403567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666355421012968666, trigger=click)\n2026-04-22T16:26:01.606241Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=6.054129542s\n2026-04-22T16:26:01.608081Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:26:04.408527Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.5MB → 0.3MB (8.7x), 14 JPEGs deleted\n2026-04-22T16:26:09.345870Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 3.9MB → 2.5MB (1.6x), 16 JPEGs deleted\n2026-04-22T16:31:16.523778Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=48 elapsed=6.261290959s\n2026-04-22T16:31:16.523889Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames\n2026-04-22T16:31:18.062354Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 4.1MB → 0.5MB (9.1x), 23 JPEGs deleted\n2026-04-22T16:31:19.733335Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 6.0MB → 1.6MB (3.8x), 23 JPEGs deleted\n2026-04-22T16:35:14.998679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-930197057256512338, trigger=click)\n2026-04-22T16:35:28.307910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:35:30.218730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:35:50.703840Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4332103135047682933, trigger=visual_change)\n2026-04-22T16:35:52.711832Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4332103135047682933, trigger=click)\n2026-04-22T16:35:53.307064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4332103135047682933, trigger=visual_change)\n2026-04-22T16:36:26.222531Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=53 elapsed=6.476373125s\n2026-04-22T16:36:26.222663Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 53 eligible frames\n2026-04-22T16:36:28.058618Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 27 frames, 3.4MB → 1.1MB (3.1x), 27 JPEGs deleted\n2026-04-22T16:36:29.824864Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 6.2MB → 0.7MB (8.9x), 24 JPEGs deleted\n2026-04-22T16:38:27.295549Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:38:31.082408Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:46.732079Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=visual_change)\n2026-04-22T16:40:50.641593Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:51.044794Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:55.679492Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:56.491807Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:41:32.562032Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=2.600218041s\n2026-04-22T16:41:32.562136Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T16:41:33.652619Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 1.3MB → 0.2MB (6.4x), 14 JPEGs deleted\n2026-04-22T16:41:35.202361Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 3.3MB → 0.5MB (7.0x), 13 JPEGs deleted\n2026-04-22T16:46:38.330333Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=3.117707958s\n2026-04-22T16:46:38.330439Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:46:39.948332Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 1.3MB → 0.1MB (9.1x), 14 JPEGs deleted\n2026-04-22T16:46:41.506017Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 4.0MB → 1.2MB (3.3x), 16 JPEGs deleted\n2026-04-22T16:51:48.131482Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=23 elapsed=6.613640791s\n2026-04-22T16:51:48.132937Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 23 eligible frames\n2026-04-22T16:51:49.003952Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.0MB → 0.1MB (8.7x), 11 JPEGs deleted\n2026-04-22T16:51:50.053842Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.0MB → 0.7MB (2.7x), 10 JPEGs deleted\n2026-04-22T16:52:34.780923Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)\n2026-04-22T16:52:48.863893Z WARN screenpipe_engine::event_driven_capture: event capture timed out (trigger=app_switch, monitor=1) — DB pool may be saturated\n2026-04-22T16:52:48.863900Z WARN screenpipe_engine::event_driven_capture: event capture timed out (trigger=app_switch, monitor=2) — DB pool may be saturated\n2026-04-22T16:53:01.610713Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)\n2026-04-22T16:53:29.988978Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)\n2026-04-22T16:56:56.495427Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=6.425245416s\n2026-04-22T16:56:56.495542Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T16:56:57.336306Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (7.9x), 10 JPEGs deleted\n2026-04-22T16:56:58.175049Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.9MB → 0.3MB (6.3x), 10 JPEGs deleted\n2026-04-22T17:01:58.685859Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T17:01:59.473339Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (8.0x), 10 JPEGs deleted\n2026-04-22T17:02:00.310277Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.9MB → 0.3MB (6.3x), 10 JPEGs deleted\n2026-04-22T17:07:01.945755Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=4 elapsed=1.626160375s\n2026-04-22T17:07:01.945847Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 4 eligible frames\n2026-04-22T17:07:02.187343Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 1 frames, 0.1MB → 0.1MB (1.0x), 1 JPEGs deleted\n2026-04-22T17:07:02.450702Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 1 frames, 0.2MB → 0.2MB (0.8x), 1 JPEGs deleted\n2026-04-22T17:12:06.874189Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=2 elapsed=4.3861715s\n2026-04-22T17:12:06.874452Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 2 eligible frames\n2026-04-22T17:17:13.193100Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=6.294200125s\n2026-04-22T17:20:07.541995Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T17:20:07.630953Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 1\n2026-04-22T17:20:14.084721Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T17:20:14.480434Z INFO screenpipe_engine::event_driven_capture: monitor 1 capture recovered after 1 consecutive errors\n2026-04-22T17:20:15.608548Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T17:20:16.850029Z INFO screenpipe_engine::event_driven_capture: monitor 2 capture recovered after 1 consecutive errors\n2026-04-22T17:20:59.606795Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=353611364339833193, trigger=visual_change)\n2026-04-22T17:21:05.782785Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:21:48.543394Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:21:52.452327Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:22:24.575958Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=11.371497042s\n2026-04-22T17:27:29.081900Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=4.457444667s\n2026-04-22T17:32:30.295309Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 20 eligible frames\n2026-04-22T17:32:30.964048Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.7MB → 0.1MB (5.8x), 7 JPEGs deleted\n2026-04-22T17:32:32.430798Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.9MB → 0.8MB (3.6x), 13 JPEGs deleted\n2026-04-22T17:37:36.325676Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=24 elapsed=3.882934833s\n2026-04-22T17:37:36.326088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 24 eligible frames\n2026-04-22T17:37:37.732598Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (8.1x), 10 JPEGs deleted\n2026-04-22T17:37:38.875813Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.5MB → 0.9MB (2.7x), 12 JPEGs deleted\n2026-04-22T17:42:43.122610Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=4.232872583s\n2026-04-22T17:42:43.122797Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T17:42:44.139661Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.0MB → 0.2MB (6.5x), 11 JPEGs deleted\n2026-04-22T17:42:45.850747Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.5MB (2.1x), 15 JPEGs deleted\n2026-04-22T17:42:57.144176Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5398018417063851890, trigger=click)\n2026-04-22T17:42:57.653834Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5398018417063851890, trigger=click)\n2026-04-22T17:43:28.190643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7326608657648522043, trigger=click)\n2026-04-22T17:43:30.037343Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7326608657648522043, trigger=visual_change)\n2026-04-22T17:44:17.081083Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=click)\n2026-04-22T17:44:17.605660Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=900127091433810136, trigger=click)\n2026-04-22T17:45:37.216031Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:22.339709Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:28.305597Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=900127091433810136, trigger=click)\n2026-04-22T17:47:29.056879Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=click)\n2026-04-22T17:47:52.285649Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:53.496727Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=42 elapsed=7.316425834s\n2026-04-22T17:47:53.496837Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 42 eligible frames\n2026-04-22T17:47:54.629113Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.5MB → 0.1MB (12.5x), 16 JPEGs deleted\n2026-04-22T17:47:56.497927Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 5.4MB → 1.6MB (3.4x), 24 JPEGs deleted\n2026-04-22T17:49:23.365540Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7724578834627729847, trigger=click)\n2026-04-22T17:53:02.690403Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=27 elapsed=6.179264s\n2026-04-22T17:53:02.690738Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T17:53:03.556672Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 1.2MB → 0.1MB (10.3x), 13 JPEGs deleted\n2026-04-22T17:53:05.211208Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.5MB → 0.6MB (4.0x), 12 JPEGs deleted\n2026-04-22T17:57:40.568162Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:57:41.079468Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:58:10.456601Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=45 elapsed=4.691370125s\n2026-04-22T17:58:10.457220Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 45 eligible frames\n2026-04-22T17:58:12.041940Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 2.1MB → 0.2MB (11.4x), 22 JPEGs deleted\n2026-04-22T17:58:14.351810Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 3.8MB → 2.2MB (1.8x), 21 JPEGs deleted\n2026-04-22T17:58:21.350110Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:58:21.948643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1851379926418959813, trigger=click)\n2026-04-22T18:03:16.198465Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=1.833842375s\n2026-04-22T18:03:16.198578Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T18:03:18.139382Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 2.0MB → 0.1MB (16.1x), 21 JPEGs deleted\n2026-04-22T18:03:19.618803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 3.5MB → 1.5MB (2.4x), 21 JPEGs deleted\n2026-04-22T18:06:58.395218Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7639883349033148478, trigger=click)\n2026-04-22T18:06:58.897470Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7639883349033148478, trigger=click)\n2026-04-22T18:07:42.474566Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=607162597309748765, trigger=click)\n2026-04-22T18:08:27.382204Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=7.750844334s\n2026-04-22T18:08:27.382491Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T18:08:29.032220Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 1.2MB → 0.1MB (10.4x), 13 JPEGs deleted\n2026-04-22T18:08:30.573314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.7MB → 0.6MB (4.2x), 13 JPEGs deleted\n2026-04-22T18:13:38.096494Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=20 elapsed=6.760223375s\n2026-04-22T18:13:38.099584Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 20 eligible frames\n2026-04-22T18:13:38.806766Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 0.8MB → 0.1MB (7.4x), 9 JPEGs deleted\n2026-04-22T18:13:39.606462Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.9MB → 0.5MB (3.8x), 9 JPEGs deleted\n2026-04-22T18:18:41.943065Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=45 elapsed=2.325026709s\n2026-04-22T18:18:41.943417Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 45 eligible frames\n2026-04-22T18:18:43.289962Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 2.0MB → 0.1MB (16.7x), 21 JPEGs deleted\n2026-04-22T18:18:45.689764Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 4.4MB → 1.3MB (3.4x), 22 JPEGs deleted\n2026-04-22T18:18:54.020334Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:54.540347Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:55.737423Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:56.477423Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:20:28.510789Z WARN sqlx::query: summary=\"PRAGMA wal_checkpoint(TRUNCATE)\" db.statement=\"\" rows_affected=0 rows_returned=1 elapsed=5.273706125s\n2026-04-22T18:20:28.511954Z WARN screenpipe_db::db: wal checkpoint: busy (could not truncate), 3177 pages in WAL\n2026-04-22T18:20:28.562400Z WARN sqlx::query: summary=\"BEGIN IMMEDIATE\" db.statement=\"\" rows_affected=1 rows_returned=0 elapsed=2.291890708s\n2026-04-22T18:23:52.302822Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=31 elapsed=6.325649833s\n2026-04-22T18:23:52.304330Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 31 eligible frames\n2026-04-22T18:23:53.163590Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 1.1MB → 0.1MB (9.9x), 12 JPEGs deleted\n2026-04-22T18:23:55.277698Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.4MB → 1.6MB (2.2x), 17 JPEGs deleted\n2026-04-22T18:28:56.007322Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 35 eligible frames\n2026-04-22T18:28:57.403360Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.7MB → 1.5MB (1.9x), 16 JPEGs deleted\n2026-04-22T18:28:58.752838Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 2.9MB → 0.8MB (3.6x), 17 JPEGs deleted\n2026-04-22T18:34:01.165384Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=41 elapsed=2.400307625s\n2026-04-22T18:34:01.165480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 41 eligible frames\n2026-04-22T18:34:02.291139Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.7MB → 0.8MB (3.5x), 15 JPEGs deleted\n2026-04-22T18:34:04.197399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 4.2MB → 1.7MB (2.4x), 24 JPEGs deleted\n2026-04-22T18:35:56.027919Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=5884937538005636030, trigger=visual_change)\n2026-04-22T18:37:55.284482Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-439807993867665328, trigger=visual_change)\n2026-04-22T18:39:08.660187Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=4.451587125s\n2026-04-22T18:39:08.660278Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T18:39:09.493828Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.5MB → 0.5MB (3.1x), 10 JPEGs deleted\n2026-04-22T18:39:10.349740Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.1MB → 0.5MB (4.3x), 10 JPEGs deleted\n2026-04-22T18:43:06.355073Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3304493437592891639, trigger=click)\n2026-04-22T18:43:23.219621Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6603898485603033537, trigger=click)\n2026-04-22T18:44:11.899645Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=21 elapsed=1.53441375s\n2026-04-22T18:44:11.900197Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 21 eligible frames\n2026-04-22T18:44:12.802039Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.1MB → 0.2MB (6.3x), 9 JPEGs deleted\n2026-04-22T18:44:14.694466Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.1MB → 0.3MB (5.9x), 10 JPEGs deleted\n2026-04-22T18:45:14.778135Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6664853592767636193, trigger=click)\n2026-04-22T18:46:36.923697Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1791249548195440516, trigger=visual_change)\n2026-04-22T18:49:18.625635Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=46 elapsed=3.900838541s\n2026-04-22T18:49:18.625996Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 46 eligible frames\n2026-04-22T18:49:19.640722Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 1.8MB → 0.2MB (10.4x), 15 JPEGs deleted\n2026-04-22T18:49:23.038596Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 5.2MB → 2.1MB (2.4x), 29 JPEGs deleted\n2026-04-22T18:50:34.997361Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:50:39.846829Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:50:43.731899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:20.200945Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:51:23.144927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:23.976040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:27.176876Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:28.227317Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:31.555085Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:32.274042Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:35.352114Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:37.306495Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:02.049971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:09.690330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:11.530065Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:52:12.090300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:52:22.885838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6951480031607957362, trigger=visual_change)\n2026-04-22T18:52:58.986955Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7031607293039132919, trigger=click)\n2026-04-22T18:53:47.690375Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3992755350865402319, trigger=visual_change)\n2026-04-22T18:54:25.328228Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=2.277973417s\n2026-04-22T18:54:25.328316Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T18:54:26.661506Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 2.6MB → 0.2MB (11.0x), 22 JPEGs deleted\n2026-04-22T18:54:28.982139Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 28 frames, 4.3MB → 1.1MB (3.8x), 28 JPEGs deleted\n2026-04-22T18:54:44.142044Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3992755350865402319, trigger=visual_change)\n2026-04-22T18:55:01.465747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2556650532703180759, trigger=click)\n2026-04-22T18:55:02.524314Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2556650532703180759, trigger=click)\n2026-04-22T18:55:35.312048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=visual_change)\n2026-04-22T18:55:55.086761Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=click)\n2026-04-22T18:55:56.919853Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=visual_change)\n2026-04-22T18:56:05.807170Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7595806992634662117, trigger=visual_change)\n2026-04-22T18:56:12.303927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7595806992634662117, trigger=visual_change)\n2026-04-22T18:56:58.093656Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:57:00.459010Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:57:03.809894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:58:04.259354Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:07.302007Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:10.443744Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:40.416893Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6313361147559934277, trigger=click)\n2026-04-22T18:58:59.229391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:10.795801Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:15.904155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:30.308258Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=46 elapsed=1.303054333s\n2026-04-22T18:59:30.308485Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 46 eligible frames\n2026-04-22T18:59:31.535859Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 2.4MB → 0.3MB (7.5x), 20 JPEGs deleted\n2026-04-22T18:59:33.536283Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 3.8MB → 1.3MB (3.0x), 24 JPEGs deleted\n2026-04-22T18:59:39.897203Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:43.593017Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:55.722135Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T19:00:00.394304Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T19:00:27.869871Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2710856207947507007, trigger=visual_change)\n2026-04-22T19:01:54.992910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:02:13.568012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:02:16.092275Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:03:04.479425Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7704375629034044835, trigger=visual_change)\n2026-04-22T19:03:35.287830Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2375149456869027114, trigger=visual_change)\n2026-04-22T19:03:41.021583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2375149456869027114, trigger=visual_change)\n2026-04-22T19:03:48.485601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6234474271212752005, trigger=visual_change)\n2026-04-22T19:04:35.737525Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=82 elapsed=2.188209209s\n2026-04-22T19:04:35.737670Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 82 eligible frames\n2026-04-22T19:04:38.209886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3880005638520398709, trigger=click)\n2026-04-22T19:04:38.478674Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 39 frames, 4.8MB → 1.0MB (4.9x), 39 JPEGs deleted\n2026-04-22T19:04:42.074270Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 41 frames, 7.5MB → 3.6MB (2.1x), 41 JPEGs deleted\n2026-04-22T19:04:55.094599Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-635344842894947589, trigger=visual_change)\n2026-04-22T19:05:20.336216Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:54.388487Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:57.299176Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:59.949506Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:06:25.531964Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=5957740084085463727, trigger=visual_change)\n2026-04-22T19:06:50.090567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6422724880219484653, trigger=visual_change)\n2026-04-22T19:07:22.963169Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2531925023067266044, trigger=click)\n2026-04-22T19:07:24.045648Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2531925023067266044, trigger=click)\n2026-04-22T19:07:27.834546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2085088366939909076, trigger=click)\n2026-04-22T19:07:28.381522Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2085088366939909076, trigger=click)\n2026-04-22T19:08:34.175493Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3061313113729352595, trigger=click)\n2026-04-22T19:09:42.454765Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 91 eligible frames\n2026-04-22T19:09:45.816541Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 32 frames, 5.7MB → 2.4MB (2.3x), 32 JPEGs deleted\n2026-04-22T19:09:50.140975Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 57 frames, 7.8MB → 2.3MB (3.4x), 57 JPEGs deleted\n2026-04-22T19:10:13.441594Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=click)\n2026-04-22T19:10:18.830768Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:10:21.842287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:10:28.187487Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5292492680570276501, trigger=click)","depth":4,"value":"2026-04-22T13:19:55.671519Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=39 elapsed=3.08657075s\n2026-04-22T13:19:55.671902Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 39 eligible frames\n2026-04-22T13:19:57.020448Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 1.8MB → 0.1MB (13.4x), 17 JPEGs deleted\n2026-04-22T13:19:58.458501Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.3MB (3.2x), 20 JPEGs deleted\n2026-04-22T13:20:08.378551Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:08.861155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:10.352247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:10.803201Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:11.855309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:12.281855Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:13.355000Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:13.804941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:15.301012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:20.197413Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:20.712382Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:22.303881Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:22.884710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:43.644742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:44.679647Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:45.622427Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:47.002982Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:47.417225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:49.161921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:49.582273Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:52.197321Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:52.639161Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:53.994198Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:54.437303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)\n2026-04-22T13:20:55.293311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)\n2026-04-22T13:24:09.469601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)\n2026-04-22T13:25:01.128691Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=2.659465833s\n2026-04-22T13:25:01.128905Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T13:25:02.338181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.9MB → 1.3MB (2.3x), 14 JPEGs deleted\n2026-04-22T13:25:03.917779Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.6MB → 0.7MB (4.0x), 13 JPEGs deleted\n2026-04-22T13:25:25.711086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:38.501428Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:39.325116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:25:40.695499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)\n2026-04-22T13:25:41.684971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)\n2026-04-22T13:27:07.409923Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:29:09.989451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:10.403227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:11.440509Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:11.832029Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:14.479339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:14.877899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:18.456279Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:18.853811Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:22.452889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:22.844666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:26.423665Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:29:26.833837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:30:07.840247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:30:07.940843Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=3.783649958s\n2026-04-22T13:30:07.941532Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T13:30:09.855355Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 3.2MB → 0.5MB (6.5x), 12 JPEGs deleted\n2026-04-22T13:30:12.349250Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.0MB (3.2x), 15 JPEGs deleted\n2026-04-22T13:31:05.798294Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:10.385195Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:13.596372Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)\n2026-04-22T13:31:31.481734Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:31.915675Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:33.707391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:34.117666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)\n2026-04-22T13:31:46.023684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:31:59.210705Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:24.674518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:32:29.888930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:32:34.487353Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:35.015232Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:37.665435Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:32:38.057156Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)\n2026-04-22T13:33:05.332928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:05.738911Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:07.188550Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:07.697205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:09.258757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:09.686230Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:10.892071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:33:11.409971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:35:14.758402Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=25 elapsed=2.341405708s\n2026-04-22T13:35:14.758534Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames\n2026-04-22T13:35:15.700348Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.9MB → 0.4MB (6.6x), 11 JPEGs deleted\n2026-04-22T13:35:16.746240Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.4MB → 0.8MB (3.1x), 12 JPEGs deleted\n2026-04-22T13:35:59.046373Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:35:59.522844Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)\n2026-04-22T13:36:23.593886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:36:30.043441Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:10.935180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:15.205481Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:15.615311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:16.671476Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:17.130125Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)\n2026-04-22T13:37:31.765784Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7624650583167905543, trigger=click)\n2026-04-22T13:37:32.277572Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7624650583167905543, trigger=click)\n2026-04-22T13:37:55.000582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3854152757192935136, trigger=click)\n2026-04-22T13:37:55.579842Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3854152757192935136, trigger=click)\n2026-04-22T13:40:19.993679Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=3.236573834s\n2026-04-22T13:40:19.993781Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T13:40:21.547011Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.3MB → 0.3MB (12.9x), 25 JPEGs deleted\n2026-04-22T13:40:24.246314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 1.9MB (2.6x), 25 JPEGs deleted\n2026-04-22T13:40:49.345857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3420346335485635575, trigger=click)\n2026-04-22T13:40:49.761464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3420346335485635575, trigger=click)\n2026-04-22T13:40:58.483984Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2699137710669661720, trigger=click)\n2026-04-22T13:41:18.585300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)\n2026-04-22T13:41:49.631129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:42:09.336358Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:42:22.318303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=5651691911195313325, trigger=click)\n2026-04-22T13:45:24.809909Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T13:45:26.334982Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.2MB → 0.2MB (18.4x), 25 JPEGs deleted\n2026-04-22T13:45:28.494791Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.2MB → 1.8MB (2.9x), 25 JPEGs deleted\n2026-04-22T13:50:32.678587Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=33 elapsed=4.217422542s\n2026-04-22T13:50:32.678957Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 33 eligible frames\n2026-04-22T13:50:33.731344Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (12.1x), 16 JPEGs deleted\n2026-04-22T13:50:35.297399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.2MB → 0.9MB (3.6x), 15 JPEGs deleted\n2026-04-22T13:52:40.144788Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)\n2026-04-22T13:53:01.899060Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)\n2026-04-22T13:53:24.588928Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)\n2026-04-22T13:54:45.480269Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:54:45.525295Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:54:47.277567Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:54:47.557900Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 2\n2026-04-22T13:54:50.517321Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:54:50.531527Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:54:50.539783Z INFO sck_rs::stream_manager: stopped 1 persistent stream(s)\n2026-04-22T13:54:51.633834Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:54:57.215619Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T13:54:57.475388Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 1\n2026-04-22T13:55:00.526322Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T13:55:00.545282Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2\n2026-04-22T13:55:01.132848Z INFO sck_rs::stream_manager: stopped 2 persistent stream(s)\n2026-04-22T13:55:02.005737Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T13:55:02.633821Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T13:55:19.838192Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:20.300634Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:21.567188Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)\n2026-04-22T13:55:42.189258Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=6.884820208s\n2026-04-22T13:55:42.189981Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T13:55:43.595617Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (11.9x), 16 JPEGs deleted\n2026-04-22T13:55:46.392329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.1MB (3.6x), 20 JPEGs deleted\n2026-04-22T13:55:56.140186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:55:57.408560Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:03.696726Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:06.390518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:08.300896Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:08.718730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:09.912001Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:10.311583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:13.273546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:58:19.346181Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)\n2026-04-22T13:58:58.360554Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:58:58.786340Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:04.430986Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:04.893282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:45.902049Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:46.348987Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:48.470706Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:48.898805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:54.274180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T13:59:56.495414Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T14:00:02.522746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)\n2026-04-22T14:00:35.856416Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=click)\n2026-04-22T14:00:44.303637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=visual_change)\n2026-04-22T14:00:55.518274Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=9.118070709s\n2026-04-22T14:00:55.518433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T14:00:57.099120Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.3MB → 0.2MB (7.7x), 10 JPEGs deleted\n2026-04-22T14:00:58.767986Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.2MB → 0.4MB (6.0x), 10 JPEGs deleted\n2026-04-22T14:04:15.220880Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3837731717837980920, trigger=visual_change)\n2026-04-22T14:05:28.069620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)\n2026-04-22T14:05:28.937013Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1051548329161768346, trigger=click)\n2026-04-22T14:06:00.164534Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=16 elapsed=1.199258208s\n2026-04-22T14:06:00.164673Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 16 eligible frames\n2026-04-22T14:06:02.024968Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.9MB → 0.2MB (5.3x), 7 JPEGs deleted\n2026-04-22T14:06:05.188088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 1.5MB → 0.7MB (2.2x), 7 JPEGs deleted\n2026-04-22T14:06:46.071139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:06:54.570039Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:11.311868Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:11.803732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:14.694406Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:15.147426Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:20.551057Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:21.045391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:22.951330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:23.467707Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:30.780582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:10:31.189747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:11:11.060150Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=27 elapsed=4.548210084s\n2026-04-22T14:11:11.060281Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T14:11:12.404803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.4MB → 0.2MB (8.3x), 11 JPEGs deleted\n2026-04-22T14:11:14.840042Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.7MB → 0.9MB (3.1x), 14 JPEGs deleted\n2026-04-22T14:13:35.976326Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4968702094796127351, trigger=click)\n2026-04-22T14:14:34.729623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4357453572186956917, trigger=click)\n2026-04-22T14:14:35.105620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4357453572186956917, trigger=click)\n2026-04-22T14:14:42.802189Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=visual_change)\n2026-04-22T14:15:50.965557Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=click)\n2026-04-22T14:16:12.161692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6479516063853776409, trigger=click)\n2026-04-22T14:16:16.153590Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=48 elapsed=1.32668825s\n2026-04-22T14:16:16.155403Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames\n2026-04-22T14:16:18.705225Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 5.0MB → 0.8MB (5.9x), 20 JPEGs deleted\n2026-04-22T14:16:23.744196Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.4MB → 1.3MB (3.4x), 26 JPEGs deleted\n2026-04-22T14:16:41.068116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1903229694032021789, trigger=click)\n2026-04-22T14:19:15.519118Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4529195482775946524, trigger=click)\n2026-04-22T14:19:22.366746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:30.208098Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:33.496128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)\n2026-04-22T14:19:38.751833Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:41.173256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=visual_change)\n2026-04-22T14:19:42.912499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:46.351486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)\n2026-04-22T14:19:59.152409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)\n2026-04-22T14:20:01.518389Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)\n2026-04-22T14:20:08.061611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3675157249828056010, trigger=click)\n2026-04-22T14:21:28.984120Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=25 elapsed=4.855522625s\n2026-04-22T14:21:28.985458Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames\n2026-04-22T14:21:30.346636Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 0.5MB (5.1x), 11 JPEGs deleted\n2026-04-22T14:21:32.359178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.6MB (4.3x), 12 JPEGs deleted\n2026-04-22T14:23:49.639071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:24:02.782818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:24:15.622633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:10.392401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:10.788712Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:12.799270Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:13.219651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:26:38.732555Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=36 elapsed=6.323619459s\n2026-04-22T14:26:38.732888Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 36 eligible frames\n2026-04-22T14:26:39.785513Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.2MB → 0.1MB (9.0x), 16 JPEGs deleted\n2026-04-22T14:26:41.678236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 4.1MB → 1.7MB (2.4x), 18 JPEGs deleted\n2026-04-22T14:26:51.433436Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:52.304457Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:54.907598Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:26:55.381293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:00.185936Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:01.160650Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:27:24.714027Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:25.724851Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)\n2026-04-22T14:27:26.222818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:27.755899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:27:28.274266Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)\n2026-04-22T14:30:08.479659Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1095112307124202838, trigger=click)\n2026-04-22T14:31:42.105262Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:31:43.197127Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.5MB → 1.0MB (2.5x), 15 JPEGs deleted\n2026-04-22T14:31:45.195588Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 4.3MB → 1.6MB (2.6x), 21 JPEGs deleted\n2026-04-22T14:32:02.263422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3223987862501414590, trigger=click)\n2026-04-22T14:32:02.639431Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3223987862501414590, trigger=click)\n2026-04-22T14:32:19.705800Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1632013320203273627, trigger=click)\n2026-04-22T14:32:56.235240Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=257019738165452929, trigger=click)\n2026-04-22T14:32:59.969256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:03.317113Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:06.798109Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)\n2026-04-22T14:33:17.093100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:17.486074Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:22.565377Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:23.216523Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)\n2026-04-22T14:33:35.842809Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)\n2026-04-22T14:36:49.764156Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=34 elapsed=4.516637708s\n2026-04-22T14:36:49.764263Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 34 eligible frames\n2026-04-22T14:36:51.311395Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.0MB → 0.7MB (4.6x), 17 JPEGs deleted\n2026-04-22T14:36:52.531817Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.0MB → 1.1MB (2.6x), 15 JPEGs deleted\n2026-04-22T14:37:28.108242Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)\n2026-04-22T14:37:28.485856Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=435352143489435154, trigger=click)\n2026-04-22T14:37:58.316339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=click)\n2026-04-22T14:38:23.725006Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=visual_change)\n2026-04-22T14:38:38.826158Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3668856246823891896, trigger=click)\n2026-04-22T14:39:14.985595Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:41.085287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:48.325144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:39:54.042692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:40:56.876512Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2152077026286113228, trigger=click)\n2026-04-22T14:41:03.035671Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2747516377298098397, trigger=click)\n2026-04-22T14:41:21.141064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2710026494434395739, trigger=click)\n2026-04-22T14:41:34.026128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2710026494434395739, trigger=click)\n2026-04-22T14:41:59.929978Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=5.991404375s\n2026-04-22T14:41:59.930138Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:42:03.556178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.3MB (11.1x), 18 JPEGs deleted\n2026-04-22T14:42:06.257184Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.1MB (2.9x), 18 JPEGs deleted\n2026-04-22T14:42:25.479048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=8568923258494843591, trigger=click)\n2026-04-22T14:42:43.658087Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:44.150668Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:46.347489Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:46.976364Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)\n2026-04-22T14:42:54.146640Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8318058469467001879, trigger=click)\n2026-04-22T14:43:16.054664Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:27.592095Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:28.904486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:33.115401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:33.548704Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:34.528422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:35.101040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:42.182992Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:43:44.575989Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)\n2026-04-22T14:44:46.365793Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6679194177618586363, trigger=click)\n2026-04-22T14:47:14.092894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:14.453307Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:15.216109Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=38 elapsed=7.876438917s\n2026-04-22T14:47:15.216433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames\n2026-04-22T14:47:16.019464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:16.544950Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:16.818898Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.4MB (7.6x), 18 JPEGs deleted\n2026-04-22T14:47:18.385927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:18.475181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.2MB (2.9x), 18 JPEGs deleted\n2026-04-22T14:47:19.386449Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:20.087965Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)\n2026-04-22T14:47:59.950079Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=click)\n2026-04-22T14:48:01.449829Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=click)\n2026-04-22T14:48:09.502190Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2150958068002330087, trigger=visual_change)\n2026-04-22T14:48:34.932290Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8599886822383806507, trigger=click)\n2026-04-22T14:48:44.486878Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3332409860485365312, trigger=click)\n2026-04-22T14:48:45.527964Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3332409860485365312, trigger=click)\n2026-04-22T14:49:38.888769Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=472424603195027632, trigger=click)\n2026-04-22T14:49:45.417282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=472424603195027632, trigger=click)\n2026-04-22T14:49:47.792067Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=472424603195027632, trigger=click)\n2026-04-22T14:50:00.945819Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4843648253222399128, trigger=click)\n2026-04-22T14:50:02.876637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4843648253222399128, trigger=click)\n2026-04-22T14:52:21.989580Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=42 elapsed=3.480045958s\n2026-04-22T14:52:21.990045Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 42 eligible frames\n2026-04-22T14:52:23.358528Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 3.9MB → 0.4MB (8.7x), 22 JPEGs deleted\n2026-04-22T14:52:24.693261Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.5MB → 1.3MB (2.6x), 18 JPEGs deleted\n2026-04-22T14:53:02.184100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:02.666973Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:44.356357Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:53:44.849679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-8042719790331908666, trigger=click)\n2026-04-22T14:57:28.770189Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=4.063771166s\n2026-04-22T14:57:28.770886Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T14:57:31.445523Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 4.2MB → 0.5MB (7.8x), 25 JPEGs deleted\n2026-04-22T14:57:35.130193Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 2.4MB (2.1x), 25 JPEGs deleted\n2026-04-22T15:00:02.686939Z INFO screenpipe_engine::meeting_detector: meeting v2: Idle -> Confirming (app=Slack, signals=2)\n2026-04-22T15:00:08.703872Z INFO screenpipe_engine::meeting_detector: meeting v2: Confirming -> Active (app=Slack, signals=2, browser=false)\n2026-04-22T15:00:08.707794Z INFO screenpipe_engine::meeting_detector: meeting v2: meeting started (id=8, app=Slack, title=None)\n2026-04-22T15:00:09.697915Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:00:25.820838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:30.742889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:35.932789Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:38.982205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:42.607387Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:45.252062Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:48.655907Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:00:54.706686Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:02:07.634898Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:02:43.352910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=click)\n2026-04-22T15:02:43.752028Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=57 elapsed=8.590900375s\n2026-04-22T15:02:43.756244Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 57 eligible frames\n2026-04-22T15:02:46.231236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 4.8MB → 2.0MB (2.4x), 29 JPEGs deleted\n2026-04-22T15:02:46.417502Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:49.039329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.9MB → 1.8MB (2.8x), 26 JPEGs deleted\n2026-04-22T15:02:50.878563Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:53.936710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:02:56.977078Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:19.571166Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:26.066470Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:03:31.414066Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:07.475454Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:10.605093Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:13.512293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:16.529473Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1201680249620521289, trigger=visual_change)\n2026-04-22T15:04:53.720517Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:04:55.658228Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:05:01.010633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:05:03.051970Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:05:06.145567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:05:29.469376Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=797137072065105312, trigger=click)\n2026-04-22T15:05:55.103542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:05:55.539275Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:06:41.788384Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:06:42.204175Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-116347373995830011, trigger=click)\n2026-04-22T15:07:03.704733Z INFO screenpipe_engine::meeting_detector: meeting v2: Active -> Ending (no controls, app=Slack, id=8, grace=30s)\n2026-04-22T15:07:39.449504Z INFO screenpipe_engine::meeting_detector: meeting v2: Ending -> Idle (timeout=30s, app=Slack, id=8)\n2026-04-22T15:07:39.915187Z INFO screenpipe_engine::meeting_detector: meeting v2: meeting ended (id=8)\n2026-04-22T15:07:49.691643Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T15:07:51.650549Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.3MB → 0.3MB (7.0x), 13 JPEGs deleted\n2026-04-22T15:07:53.582709Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.9MB (3.0x), 12 JPEGs deleted\n2026-04-22T15:07:53.988144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1303595353837004202, trigger=click)\n2026-04-22T15:09:49.799139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4589403011857874475, trigger=click)\n2026-04-22T15:09:52.656133Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4589403011857874475, trigger=click)\n2026-04-22T15:13:00.784316Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=7.176940333s\n2026-04-22T15:13:00.784701Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T15:13:06.141480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 3.7MB → 1.4MB (2.7x), 23 JPEGs deleted\n2026-04-22T15:13:09.087116Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 19 frames, 5.4MB → 1.4MB (4.0x), 19 JPEGs deleted\n2026-04-22T15:18:11.493152Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=37 elapsed=2.382042209s\n2026-04-22T15:18:11.496118Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 37 eligible frames\n2026-04-22T15:18:15.568523Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.0MB → 1.3MB (2.3x), 18 JPEGs deleted\n2026-04-22T15:18:18.268870Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 5.0MB → 1.2MB (4.0x), 17 JPEGs deleted\n2026-04-22T15:21:12.476028Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3813526692250337476, trigger=visual_change)\n2026-04-22T15:23:28.271759Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=63 elapsed=9.511646458s\n2026-04-22T15:23:28.282671Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 63 eligible frames\n2026-04-22T15:23:34.267737Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.8MB → 3.5MB (1.9x), 31 JPEGs deleted\n2026-04-22T15:23:38.696265Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 30 frames, 5.7MB → 1.2MB (4.7x), 30 JPEGs deleted\n2026-04-22T15:25:18.297937Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:25:21.238617Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:25:58.399479Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:00.086631Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:01.910963Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:02.357258Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:04.744325Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:05.686404Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=visual_change)\n2026-04-22T15:26:07.341872Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:26:07.841961Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6869659017523937306, trigger=click)\n2026-04-22T15:27:08.518409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:14.348556Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:19.567077Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:23.928137Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:25.430871Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:32.704396Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:27:39.006433Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:43.060533Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:45.902424Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:53.866025Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:27:56.855542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:06.329802Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:16.947758Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:17.639628Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:19.702614Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=visual_change)\n2026-04-22T15:28:22.257394Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:22.756941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:25.405205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:26.273821Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6983242470914211958, trigger=click)\n2026-04-22T15:28:37.225888Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:41.503684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:28:42.412245Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:44.900893Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:45.281047Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:47.806415Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=61 elapsed=8.915603625s\n2026-04-22T15:28:47.808575Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 61 eligible frames\n2026-04-22T15:28:51.748955Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=click)\n2026-04-22T15:28:52.058480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 33 frames, 7.4MB → 2.7MB (2.7x), 33 JPEGs deleted\n2026-04-22T15:28:57.816868Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.8MB → 2.2MB (2.2x), 26 JPEGs deleted\n2026-04-22T15:28:59.171732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:29:19.001260Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:29:26.828215Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:30:54.757442Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2182844197261250370, trigger=click)\n2026-04-22T15:31:30.516711Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2182844197261250370, trigger=click)\n2026-04-22T15:31:49.431335Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:31:54.155985Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:31:58.427528Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4416148030571332734, trigger=visual_change)\n2026-04-22T15:32:21.666172Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7700301847216802583, trigger=click)\n2026-04-22T15:32:26.019679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7700301847216802583, trigger=visual_change)\n2026-04-22T15:33:34.334309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5496326212892813056, trigger=visual_change)\n2026-04-22T15:33:41.606418Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5496326212892813056, trigger=visual_change)\n2026-04-22T15:34:04.695051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5496326212892813056, trigger=click)\n2026-04-22T15:34:06.919005Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=73 elapsed=9.073921416s\n2026-04-22T15:34:06.919292Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 73 eligible frames\n2026-04-22T15:34:11.489642Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 40 frames, 9.1MB → 3.4MB (2.6x), 40 JPEGs deleted\n2026-04-22T15:34:15.335063Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.0MB → 2.0MB (3.0x), 31 JPEGs deleted\n2026-04-22T15:36:46.398267Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:36:49.359581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:36:56.667177Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:01.305805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:04.552815Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:05.365649Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:06.657172Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:20.005928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:22.572092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:28.745166Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:32.112106Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:40.817103Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:44.068041Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=visual_change)\n2026-04-22T15:37:49.735129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:37:50.302210Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3562390500463334923, trigger=click)\n2026-04-22T15:38:55.433464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:38:58.142835Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:15.500379Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:15.987757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:17.228167Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:18.307711Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:21.533092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:21.807148Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=62 elapsed=6.322537666s\n2026-04-22T15:39:21.807242Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 62 eligible frames\n2026-04-22T15:39:23.654129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:24.158197Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:24.238758Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 6.7MB → 2.4MB (2.8x), 29 JPEGs deleted\n2026-04-22T15:39:24.919127Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:26.522050Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 6.2MB → 2.3MB (2.7x), 31 JPEGs deleted\n2026-04-22T15:39:32.912924Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=visual_change)\n2026-04-22T15:39:33.735345Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:35.375360Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:36.995841Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:37.467108Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:40.369538Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:39:43.276197Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=666278282122949848, trigger=click)\n2026-04-22T15:40:07.556081Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:09.930821Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:11.154450Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:19.449508Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:40:29.519581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-8135701070039948601, trigger=visual_change)\n2026-04-22T15:41:56.970803Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:42:06.118149Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:44:30.869060Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=59 elapsed=4.334722834s\n2026-04-22T15:44:30.869438Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 59 eligible frames\n2026-04-22T15:44:36.682494Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 31 frames, 7.0MB → 3.2MB (2.1x), 31 JPEGs deleted\n2026-04-22T15:44:41.069797Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.9MB → 1.5MB (3.3x), 26 JPEGs deleted\n2026-04-22T15:47:16.707141Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:47:26.476915Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:47:30.506202Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:47:33.490610Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:47:37.439486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:48:10.814782Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:48:49.253754Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:48:58.005092Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:44.222629Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=41 elapsed=2.9267015s\n2026-04-22T15:49:44.223441Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 41 eligible frames\n2026-04-22T15:49:46.632623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:46.707995Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 19 frames, 4.3MB → 2.2MB (2.0x), 19 JPEGs deleted\n2026-04-22T15:49:48.648095Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.5MB → 2.1MB (2.2x), 20 JPEGs deleted\n2026-04-22T15:49:55.585051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:49:58.557820Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:04.689651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:10.744245Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:32.681643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:37.792790Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:40.260147Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:46.805742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:53.026194Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:50:55.961999Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:02.210628Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:04.537374Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:17.321401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:23.393544Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:26.412142Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:32.600472Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:35.220938Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:41.194536Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:44.210722Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:50.304611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:56.294115Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:51:59.321943Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:05.342699Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:17.436700Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:21.187208Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:49.374507Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:52:51.550918Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:53.892542Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:52:59.947921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:03.308386Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:10.465051Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:18.275354Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:19.882281Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:26.102339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:28.677581Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:38.195861Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:40.759223Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:44.211689Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:49.661798Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:51.254730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:53:56.539255Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:58.004998Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:53:58.491246Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:00.207899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:00.960349Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:06.030857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:09.163227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:09.608141Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:54:29.884648Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:32.904873Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:38.529745Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:42.030930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:53.757845Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=5.12885025s\n2026-04-22T15:54:53.758028Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T15:54:56.216519Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.7MB → 2.2MB (2.6x), 25 JPEGs deleted\n2026-04-22T15:54:57.253500Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7221551953177750058, trigger=visual_change)\n2026-04-22T15:54:57.778380Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.8MB → 1.4MB (2.7x), 17 JPEGs deleted\n2026-04-22T15:55:14.227919Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:29.347981Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:34.911796Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:37.679086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:55:55.657449Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:55:56.235238Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:55:58.080012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:56:03.489838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:56:19.773160Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T15:58:04.898631Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:58:05.507970Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T15:58:19.974744Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7937570718597551457, trigger=visual_change)\n2026-04-22T16:00:07.397412Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=9.608749083s\n2026-04-22T16:00:07.397774Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T16:00:11.353157Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 1.6MB (1.7x), 12 JPEGs deleted\n2026-04-22T16:00:14.732810Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 3.1MB → 1.4MB (2.2x), 14 JPEGs deleted\n2026-04-22T16:05:14.875841Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 26 eligible frames\n2026-04-22T16:05:21.176398Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 1.5MB (1.8x), 12 JPEGs deleted\n2026-04-22T16:05:23.500634Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.7MB → 0.8MB (3.5x), 12 JPEGs deleted\n2026-04-22T16:09:43.057186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1700548679087424896, trigger=click)\n2026-04-22T16:09:43.726339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1700548679087424896, trigger=click)\n2026-04-22T16:10:33.202772Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=8.151029333s\n2026-04-22T16:10:33.205709Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:10:36.241109Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.9MB → 0.8MB (3.6x), 16 JPEGs deleted\n2026-04-22T16:10:39.638416Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.4MB → 1.1MB (2.2x), 14 JPEGs deleted\n2026-04-22T16:12:57.604636Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3640531240517672751, trigger=visual_change)\n2026-04-22T16:14:48.477621Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:14:49.113238Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:14:52.803148Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3640531240517672751, trigger=click)\n2026-04-22T16:15:48.370916Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=21 elapsed=8.52753825s\n2026-04-22T16:15:48.371084Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 21 eligible frames\n2026-04-22T16:15:49.801978Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.6MB → 0.3MB (5.7x), 9 JPEGs deleted\n2026-04-22T16:15:51.456711Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.6MB → 0.4MB (4.1x), 10 JPEGs deleted\n2026-04-22T16:16:39.820921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:40.258041Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:42.604047Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=visual_change)\n2026-04-22T16:16:44.729225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:45.395942Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:48.031036Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:53.808716Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:57.947511Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:16:58.661906Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:00.203848Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:00.510442Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:10.932565Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:13.262897Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:16.009682Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:16.360136Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:18.987777Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:19.385866Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:22.098836Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:22.469613Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4659444575687776884, trigger=click)\n2026-04-22T16:17:45.084378Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:45.488587Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=visual_change)\n2026-04-22T16:17:46.265772Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:50.794900Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:51.193853Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:56.183149Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:17:56.903285Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:18:02.302062Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2014082630808116476, trigger=click)\n2026-04-22T16:19:28.148117Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=visual_change)\n2026-04-22T16:19:30.526236Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:31.195837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:33.715299Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:34.357828Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:35.020610Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:19:35.698451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7767962928162902459, trigger=click)\n2026-04-22T16:20:53.732098Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=2.258795792s\n2026-04-22T16:20:53.732443Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T16:20:54.463494Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.6MB → 0.3MB (5.7x), 9 JPEGs deleted\n2026-04-22T16:20:55.529460Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 1.1MB (2.3x), 11 JPEGs deleted\n2026-04-22T16:24:20.510070Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2383132637107085157, trigger=click)\n2026-04-22T16:24:27.782475Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1404306881477617387, trigger=click)\n2026-04-22T16:24:44.481677Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6805760601486189718, trigger=click)\n2026-04-22T16:25:13.403567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=666355421012968666, trigger=click)\n2026-04-22T16:26:01.606241Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=6.054129542s\n2026-04-22T16:26:01.608081Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:26:04.408527Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.5MB → 0.3MB (8.7x), 14 JPEGs deleted\n2026-04-22T16:26:09.345870Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 3.9MB → 2.5MB (1.6x), 16 JPEGs deleted\n2026-04-22T16:31:16.523778Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=48 elapsed=6.261290959s\n2026-04-22T16:31:16.523889Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames\n2026-04-22T16:31:18.062354Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 4.1MB → 0.5MB (9.1x), 23 JPEGs deleted\n2026-04-22T16:31:19.733335Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 23 frames, 6.0MB → 1.6MB (3.8x), 23 JPEGs deleted\n2026-04-22T16:35:14.998679Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-930197057256512338, trigger=click)\n2026-04-22T16:35:28.307910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:35:30.218730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2176696510142482118, trigger=click)\n2026-04-22T16:35:50.703840Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4332103135047682933, trigger=visual_change)\n2026-04-22T16:35:52.711832Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4332103135047682933, trigger=click)\n2026-04-22T16:35:53.307064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4332103135047682933, trigger=visual_change)\n2026-04-22T16:36:26.222531Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=53 elapsed=6.476373125s\n2026-04-22T16:36:26.222663Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 53 eligible frames\n2026-04-22T16:36:28.058618Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 27 frames, 3.4MB → 1.1MB (3.1x), 27 JPEGs deleted\n2026-04-22T16:36:29.824864Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 6.2MB → 0.7MB (8.9x), 24 JPEGs deleted\n2026-04-22T16:38:27.295549Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:38:31.082408Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:46.732079Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=visual_change)\n2026-04-22T16:40:50.641593Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:51.044794Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:55.679492Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:40:56.491807Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4399336884068833789, trigger=click)\n2026-04-22T16:41:32.562032Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=29 elapsed=2.600218041s\n2026-04-22T16:41:32.562136Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames\n2026-04-22T16:41:33.652619Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 1.3MB → 0.2MB (6.4x), 14 JPEGs deleted\n2026-04-22T16:41:35.202361Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 3.3MB → 0.5MB (7.0x), 13 JPEGs deleted\n2026-04-22T16:46:38.330333Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=32 elapsed=3.117707958s\n2026-04-22T16:46:38.330439Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 32 eligible frames\n2026-04-22T16:46:39.948332Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 1.3MB → 0.1MB (9.1x), 14 JPEGs deleted\n2026-04-22T16:46:41.506017Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 4.0MB → 1.2MB (3.3x), 16 JPEGs deleted\n2026-04-22T16:51:48.131482Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=23 elapsed=6.613640791s\n2026-04-22T16:51:48.132937Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 23 eligible frames\n2026-04-22T16:51:49.003952Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.0MB → 0.1MB (8.7x), 11 JPEGs deleted\n2026-04-22T16:51:50.053842Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.0MB → 0.7MB (2.7x), 10 JPEGs deleted\n2026-04-22T16:52:34.780923Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)\n2026-04-22T16:52:48.863893Z WARN screenpipe_engine::event_driven_capture: event capture timed out (trigger=app_switch, monitor=1) — DB pool may be saturated\n2026-04-22T16:52:48.863900Z WARN screenpipe_engine::event_driven_capture: event capture timed out (trigger=app_switch, monitor=2) — DB pool may be saturated\n2026-04-22T16:53:01.610713Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)\n2026-04-22T16:53:29.988978Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)\n2026-04-22T16:56:56.495427Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=6.425245416s\n2026-04-22T16:56:56.495542Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T16:56:57.336306Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (7.9x), 10 JPEGs deleted\n2026-04-22T16:56:58.175049Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.9MB → 0.3MB (6.3x), 10 JPEGs deleted\n2026-04-22T17:01:58.685859Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T17:01:59.473339Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (8.0x), 10 JPEGs deleted\n2026-04-22T17:02:00.310277Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.9MB → 0.3MB (6.3x), 10 JPEGs deleted\n2026-04-22T17:07:01.945755Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=4 elapsed=1.626160375s\n2026-04-22T17:07:01.945847Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 4 eligible frames\n2026-04-22T17:07:02.187343Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 1 frames, 0.1MB → 0.1MB (1.0x), 1 JPEGs deleted\n2026-04-22T17:07:02.450702Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 1 frames, 0.2MB → 0.2MB (0.8x), 1 JPEGs deleted\n2026-04-22T17:12:06.874189Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=2 elapsed=4.3861715s\n2026-04-22T17:12:06.874452Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 2 eligible frames\n2026-04-22T17:17:13.193100Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=6.294200125s\n2026-04-22T17:20:07.541995Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)\n2026-04-22T17:20:07.630953Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 1\n2026-04-22T17:20:14.084721Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)\n2026-04-22T17:20:14.480434Z INFO screenpipe_engine::event_driven_capture: monitor 1 capture recovered after 1 consecutive errors\n2026-04-22T17:20:15.608548Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)\n2026-04-22T17:20:16.850029Z INFO screenpipe_engine::event_driven_capture: monitor 2 capture recovered after 1 consecutive errors\n2026-04-22T17:20:59.606795Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=353611364339833193, trigger=visual_change)\n2026-04-22T17:21:05.782785Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:21:48.543394Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:21:52.452327Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6518006199864472489, trigger=click)\n2026-04-22T17:22:24.575958Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=11.371497042s\n2026-04-22T17:27:29.081900Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=0 elapsed=4.457444667s\n2026-04-22T17:32:30.295309Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 20 eligible frames\n2026-04-22T17:32:30.964048Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.7MB → 0.1MB (5.8x), 7 JPEGs deleted\n2026-04-22T17:32:32.430798Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.9MB → 0.8MB (3.6x), 13 JPEGs deleted\n2026-04-22T17:37:36.325676Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=24 elapsed=3.882934833s\n2026-04-22T17:37:36.326088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 24 eligible frames\n2026-04-22T17:37:37.732598Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 0.9MB → 0.1MB (8.1x), 10 JPEGs deleted\n2026-04-22T17:37:38.875813Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.5MB → 0.9MB (2.7x), 12 JPEGs deleted\n2026-04-22T17:42:43.122610Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=4.232872583s\n2026-04-22T17:42:43.122797Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T17:42:44.139661Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.0MB → 0.2MB (6.5x), 11 JPEGs deleted\n2026-04-22T17:42:45.850747Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.5MB (2.1x), 15 JPEGs deleted\n2026-04-22T17:42:57.144176Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5398018417063851890, trigger=click)\n2026-04-22T17:42:57.653834Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5398018417063851890, trigger=click)\n2026-04-22T17:43:28.190643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7326608657648522043, trigger=click)\n2026-04-22T17:43:30.037343Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7326608657648522043, trigger=visual_change)\n2026-04-22T17:44:17.081083Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=click)\n2026-04-22T17:44:17.605660Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=900127091433810136, trigger=click)\n2026-04-22T17:45:37.216031Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:22.339709Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:28.305597Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=900127091433810136, trigger=click)\n2026-04-22T17:47:29.056879Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=click)\n2026-04-22T17:47:52.285649Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=900127091433810136, trigger=visual_change)\n2026-04-22T17:47:53.496727Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=42 elapsed=7.316425834s\n2026-04-22T17:47:53.496837Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 42 eligible frames\n2026-04-22T17:47:54.629113Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.5MB → 0.1MB (12.5x), 16 JPEGs deleted\n2026-04-22T17:47:56.497927Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 5.4MB → 1.6MB (3.4x), 24 JPEGs deleted\n2026-04-22T17:49:23.365540Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7724578834627729847, trigger=click)\n2026-04-22T17:53:02.690403Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=27 elapsed=6.179264s\n2026-04-22T17:53:02.690738Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames\n2026-04-22T17:53:03.556672Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 1.2MB → 0.1MB (10.3x), 13 JPEGs deleted\n2026-04-22T17:53:05.211208Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.5MB → 0.6MB (4.0x), 12 JPEGs deleted\n2026-04-22T17:57:40.568162Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:57:41.079468Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:58:10.456601Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=45 elapsed=4.691370125s\n2026-04-22T17:58:10.457220Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 45 eligible frames\n2026-04-22T17:58:12.041940Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 2.1MB → 0.2MB (11.4x), 22 JPEGs deleted\n2026-04-22T17:58:14.351810Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 3.8MB → 2.2MB (1.8x), 21 JPEGs deleted\n2026-04-22T17:58:21.350110Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1851379926418959813, trigger=click)\n2026-04-22T17:58:21.948643Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1851379926418959813, trigger=click)\n2026-04-22T18:03:16.198465Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=44 elapsed=1.833842375s\n2026-04-22T18:03:16.198578Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 44 eligible frames\n2026-04-22T18:03:18.139382Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 2.0MB → 0.1MB (16.1x), 21 JPEGs deleted\n2026-04-22T18:03:19.618803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 3.5MB → 1.5MB (2.4x), 21 JPEGs deleted\n2026-04-22T18:06:58.395218Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7639883349033148478, trigger=click)\n2026-04-22T18:06:58.897470Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7639883349033148478, trigger=click)\n2026-04-22T18:07:42.474566Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=607162597309748765, trigger=click)\n2026-04-22T18:08:27.382204Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=28 elapsed=7.750844334s\n2026-04-22T18:08:27.382491Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 28 eligible frames\n2026-04-22T18:08:29.032220Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 1.2MB → 0.1MB (10.4x), 13 JPEGs deleted\n2026-04-22T18:08:30.573314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.7MB → 0.6MB (4.2x), 13 JPEGs deleted\n2026-04-22T18:13:38.096494Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=20 elapsed=6.760223375s\n2026-04-22T18:13:38.099584Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 20 eligible frames\n2026-04-22T18:13:38.806766Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 0.8MB → 0.1MB (7.4x), 9 JPEGs deleted\n2026-04-22T18:13:39.606462Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.9MB → 0.5MB (3.8x), 9 JPEGs deleted\n2026-04-22T18:18:41.943065Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=45 elapsed=2.325026709s\n2026-04-22T18:18:41.943417Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 45 eligible frames\n2026-04-22T18:18:43.289962Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 2.0MB → 0.1MB (16.7x), 21 JPEGs deleted\n2026-04-22T18:18:45.689764Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 4.4MB → 1.3MB (3.4x), 22 JPEGs deleted\n2026-04-22T18:18:54.020334Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:54.540347Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:55.737423Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:18:56.477423Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6726632078176380015, trigger=click)\n2026-04-22T18:20:28.510789Z WARN sqlx::query: summary=\"PRAGMA wal_checkpoint(TRUNCATE)\" db.statement=\"\" rows_affected=0 rows_returned=1 elapsed=5.273706125s\n2026-04-22T18:20:28.511954Z WARN screenpipe_db::db: wal checkpoint: busy (could not truncate), 3177 pages in WAL\n2026-04-22T18:20:28.562400Z WARN sqlx::query: summary=\"BEGIN IMMEDIATE\" db.statement=\"\" rows_affected=1 rows_returned=0 elapsed=2.291890708s\n2026-04-22T18:23:52.302822Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=31 elapsed=6.325649833s\n2026-04-22T18:23:52.304330Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 31 eligible frames\n2026-04-22T18:23:53.163590Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 1.1MB → 0.1MB (9.9x), 12 JPEGs deleted\n2026-04-22T18:23:55.277698Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.4MB → 1.6MB (2.2x), 17 JPEGs deleted\n2026-04-22T18:28:56.007322Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 35 eligible frames\n2026-04-22T18:28:57.403360Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.7MB → 1.5MB (1.9x), 16 JPEGs deleted\n2026-04-22T18:28:58.752838Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 2.9MB → 0.8MB (3.6x), 17 JPEGs deleted\n2026-04-22T18:34:01.165384Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=41 elapsed=2.400307625s\n2026-04-22T18:34:01.165480Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 41 eligible frames\n2026-04-22T18:34:02.291139Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.7MB → 0.8MB (3.5x), 15 JPEGs deleted\n2026-04-22T18:34:04.197399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 4.2MB → 1.7MB (2.4x), 24 JPEGs deleted\n2026-04-22T18:35:56.027919Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=5884937538005636030, trigger=visual_change)\n2026-04-22T18:37:55.284482Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-439807993867665328, trigger=visual_change)\n2026-04-22T18:39:08.660187Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=22 elapsed=4.451587125s\n2026-04-22T18:39:08.660278Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames\n2026-04-22T18:39:09.493828Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.5MB → 0.5MB (3.1x), 10 JPEGs deleted\n2026-04-22T18:39:10.349740Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.1MB → 0.5MB (4.3x), 10 JPEGs deleted\n2026-04-22T18:43:06.355073Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3304493437592891639, trigger=click)\n2026-04-22T18:43:23.219621Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6603898485603033537, trigger=click)\n2026-04-22T18:44:11.899645Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=21 elapsed=1.53441375s\n2026-04-22T18:44:11.900197Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 21 eligible frames\n2026-04-22T18:44:12.802039Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 9 frames, 1.1MB → 0.2MB (6.3x), 9 JPEGs deleted\n2026-04-22T18:44:14.694466Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.1MB → 0.3MB (5.9x), 10 JPEGs deleted\n2026-04-22T18:45:14.778135Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6664853592767636193, trigger=click)\n2026-04-22T18:46:36.923697Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1791249548195440516, trigger=visual_change)\n2026-04-22T18:49:18.625635Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=46 elapsed=3.900838541s\n2026-04-22T18:49:18.625996Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 46 eligible frames\n2026-04-22T18:49:19.640722Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 1.8MB → 0.2MB (10.4x), 15 JPEGs deleted\n2026-04-22T18:49:23.038596Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 29 frames, 5.2MB → 2.1MB (2.4x), 29 JPEGs deleted\n2026-04-22T18:50:34.997361Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:50:39.846829Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:50:43.731899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:20.200945Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:51:23.144927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:23.976040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:27.176876Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:28.227317Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:31.555085Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:32.274042Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:35.352114Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:51:37.306495Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:02.049971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:09.690330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=visual_change)\n2026-04-22T18:52:11.530065Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:52:12.090300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4223581327363288736, trigger=click)\n2026-04-22T18:52:22.885838Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6951480031607957362, trigger=visual_change)\n2026-04-22T18:52:58.986955Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7031607293039132919, trigger=click)\n2026-04-22T18:53:47.690375Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3992755350865402319, trigger=visual_change)\n2026-04-22T18:54:25.328228Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=52 elapsed=2.277973417s\n2026-04-22T18:54:25.328316Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames\n2026-04-22T18:54:26.661506Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 22 frames, 2.6MB → 0.2MB (11.0x), 22 JPEGs deleted\n2026-04-22T18:54:28.982139Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 28 frames, 4.3MB → 1.1MB (3.8x), 28 JPEGs deleted\n2026-04-22T18:54:44.142044Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3992755350865402319, trigger=visual_change)\n2026-04-22T18:55:01.465747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2556650532703180759, trigger=click)\n2026-04-22T18:55:02.524314Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2556650532703180759, trigger=click)\n2026-04-22T18:55:35.312048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=visual_change)\n2026-04-22T18:55:55.086761Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=click)\n2026-04-22T18:55:56.919853Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3149441378543601087, trigger=visual_change)\n2026-04-22T18:56:05.807170Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7595806992634662117, trigger=visual_change)\n2026-04-22T18:56:12.303927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7595806992634662117, trigger=visual_change)\n2026-04-22T18:56:58.093656Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:57:00.459010Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:57:03.809894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2070714172482892625, trigger=visual_change)\n2026-04-22T18:58:04.259354Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:07.302007Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:10.443744Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7284778144726625723, trigger=visual_change)\n2026-04-22T18:58:40.416893Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6313361147559934277, trigger=click)\n2026-04-22T18:58:59.229391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:10.795801Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:15.904155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:30.308258Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=46 elapsed=1.303054333s\n2026-04-22T18:59:30.308485Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 46 eligible frames\n2026-04-22T18:59:31.535859Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 2.4MB → 0.3MB (7.5x), 20 JPEGs deleted\n2026-04-22T18:59:33.536283Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 24 frames, 3.8MB → 1.3MB (3.0x), 24 JPEGs deleted\n2026-04-22T18:59:39.897203Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:43.593017Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T18:59:55.722135Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T19:00:00.394304Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-71227342056343983, trigger=visual_change)\n2026-04-22T19:00:27.869871Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2710856207947507007, trigger=visual_change)\n2026-04-22T19:01:54.992910Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:02:13.568012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:02:16.092275Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6986338393283794423, trigger=visual_change)\n2026-04-22T19:03:04.479425Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7704375629034044835, trigger=visual_change)\n2026-04-22T19:03:35.287830Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2375149456869027114, trigger=visual_change)\n2026-04-22T19:03:41.021583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2375149456869027114, trigger=visual_change)\n2026-04-22T19:03:48.485601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6234474271212752005, trigger=visual_change)\n2026-04-22T19:04:35.737525Z WARN sqlx::query: summary=\"SELECT id, snapshot_path, device_name, …\" db.statement=\"\\n\\nSELECT\\n id,\\n snapshot_path,\\n device_name,\\n timestamp\\nFROM\\n frames\\nWHERE\\n snapshot_path IS NOT NULL\\n AND timestamp < ?1\\nORDER BY\\n device_name,\\n timestamp ASC\\nLIMIT\\n 5000\\n\" rows_affected=0 rows_returned=82 elapsed=2.188209209s\n2026-04-22T19:04:35.737670Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 82 eligible frames\n2026-04-22T19:04:38.209886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3880005638520398709, trigger=click)\n2026-04-22T19:04:38.478674Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 39 frames, 4.8MB → 1.0MB (4.9x), 39 JPEGs deleted\n2026-04-22T19:04:42.074270Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 41 frames, 7.5MB → 3.6MB (2.1x), 41 JPEGs deleted\n2026-04-22T19:04:55.094599Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-635344842894947589, trigger=visual_change)\n2026-04-22T19:05:20.336216Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:54.388487Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:57.299176Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:05:59.949506Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:06:25.531964Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=5957740084085463727, trigger=visual_change)\n2026-04-22T19:06:50.090567Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6422724880219484653, trigger=visual_change)\n2026-04-22T19:07:22.963169Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2531925023067266044, trigger=click)\n2026-04-22T19:07:24.045648Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2531925023067266044, trigger=click)\n2026-04-22T19:07:27.834546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2085088366939909076, trigger=click)\n2026-04-22T19:07:28.381522Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2085088366939909076, trigger=click)\n2026-04-22T19:08:34.175493Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3061313113729352595, trigger=click)\n2026-04-22T19:09:42.454765Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 91 eligible frames\n2026-04-22T19:09:45.816541Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 32 frames, 5.7MB → 2.4MB (2.3x), 32 JPEGs deleted\n2026-04-22T19:09:50.140975Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 57 frames, 7.8MB → 2.3MB (3.4x), 57 JPEGs deleted\n2026-04-22T19:10:13.441594Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=click)\n2026-04-22T19:10:18.830768Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:10:21.842287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5292492680570276501, trigger=visual_change)\n2026-04-22T19:10:28.187487Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5292492680570276501, trigger=click)","is_focused":true},{"role":"AXRadioButton","text":"DOCKER","depth":2,"bounds":{"left":0.0,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.004166667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.12291667,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.12708333,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"✳ Build full day activity summary from Screenpipe (claude)","depth":2,"bounds":{"left":0.24583334,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.25,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.36875,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.37291667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"screenpipe\"","depth":2,"bounds":{"left":0.49166667,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.49583334,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"-zsh","depth":2,"bounds":{"left":0.6145833,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.61875,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"APP (-zsh)","depth":2,"bounds":{"left":0.7375,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.7416667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"ec2-user@ip-10-30-159-186:~ (-zsh)","depth":2,"bounds":{"left":0.86041665,"top":0.05888889,"width":0.12291667,"height":0.026666667},"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.8645833,"top":0.06333333,"width":0.011111111,"height":0.017777778},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"⌥⌘1","depth":1,"bounds":{"left":0.9548611,"top":0.032222223,"width":0.03888889,"height":0.018888889},"automation_id":"_NS:8","role_description":"text"},{"role":"AXStaticText","text":"screenpipe\"","depth":1,"bounds":{"left":0.47083333,"top":0.033333335,"width":0.058333334,"height":0.017777778},"role_description":"text"}]...
|
-2988821374964268186
|
986754608298034555
|
click
|
accessibility
|
NULL
|
2026-04-22T13:19:55.671519Z WARN sqlx::query: sum 2026-04-22T13:19:55.671519Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=39 elapsed=3.08657075s
2026-04-22T13:19:55.671902Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 39 eligible frames
2026-04-22T13:19:57.020448Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 1.8MB → 0.1MB (13.4x), 17 JPEGs deleted
2026-04-22T13:19:58.458501Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.3MB (3.2x), 20 JPEGs deleted
2026-04-22T13:20:08.378551Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:08.861155Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:10.352247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:10.803201Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:11.855309Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:12.281855Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:13.355000Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:13.804941Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:15.301012Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:20.197413Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:20.712382Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:22.303881Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:22.884710Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:43.644742Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:44.679647Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:45.622427Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:47.002982Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:47.417225Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:49.161921Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:49.582273Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:52.197321Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:52.639161Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:53.994198Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:54.437303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=222404244777562774, trigger=click)
2026-04-22T13:20:55.293311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=222404244777562774, trigger=click)
2026-04-22T13:24:09.469601Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)
2026-04-22T13:25:01.128691Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=29 elapsed=2.659465833s
2026-04-22T13:25:01.128905Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames
2026-04-22T13:25:02.338181Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.9MB → 1.3MB (2.3x), 14 JPEGs deleted
2026-04-22T13:25:03.917779Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 13 frames, 2.6MB → 0.7MB (4.0x), 13 JPEGs deleted
2026-04-22T13:25:25.711086Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:38.501428Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:39.325116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:25:40.695499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7830271896102614867, trigger=visual_change)
2026-04-22T13:25:41.684971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7830271896102614867, trigger=click)
2026-04-22T13:27:07.409923Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:29:09.989451Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:10.403227Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:11.440509Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:11.832029Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:14.479339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:14.877899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:18.456279Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:18.853811Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:22.452889Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:22.844666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:26.423665Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:29:26.833837Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:30:07.840247Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:30:07.940843Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=29 elapsed=3.783649958s
2026-04-22T13:30:07.941532Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 29 eligible frames
2026-04-22T13:30:09.855355Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 3.2MB → 0.5MB (6.5x), 12 JPEGs deleted
2026-04-22T13:30:12.349250Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.1MB → 1.0MB (3.2x), 15 JPEGs deleted
2026-04-22T13:31:05.798294Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:10.385195Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:13.596372Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6490322878595129417, trigger=click)
2026-04-22T13:31:31.481734Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:31.915675Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:33.707391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:34.117666Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-5391652991859791910, trigger=click)
2026-04-22T13:31:46.023684Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:31:59.210705Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:24.674518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:32:29.888930Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:32:34.487353Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:35.015232Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:37.665435Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:32:38.057156Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-7507356825848564524, trigger=click)
2026-04-22T13:33:05.332928Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:05.738911Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:07.188550Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:07.697205Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:09.258757Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:09.686230Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:10.892071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:33:11.409971Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:35:14.758402Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=25 elapsed=2.341405708s
2026-04-22T13:35:14.758534Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames
2026-04-22T13:35:15.700348Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.9MB → 0.4MB (6.6x), 11 JPEGs deleted
2026-04-22T13:35:16.746240Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.4MB → 0.8MB (3.1x), 12 JPEGs deleted
2026-04-22T13:35:59.046373Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4953570497443904268, trigger=click)
2026-04-22T13:35:59.522844Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4953570497443904268, trigger=click)
2026-04-22T13:36:23.593886Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:36:30.043441Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:10.935180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:15.205481Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:15.615311Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:16.671476Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:17.130125Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=145943473150562318, trigger=click)
2026-04-22T13:37:31.765784Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=7624650583167905543, trigger=click)
2026-04-22T13:37:32.277572Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=7624650583167905543, trigger=click)
2026-04-22T13:37:55.000582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3854152757192935136, trigger=click)
2026-04-22T13:37:55.579842Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3854152757192935136, trigger=click)
2026-04-22T13:40:19.993679Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=52 elapsed=3.236573834s
2026-04-22T13:40:19.993781Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames
2026-04-22T13:40:21.547011Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.3MB → 0.3MB (12.9x), 25 JPEGs deleted
2026-04-22T13:40:24.246314Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.0MB → 1.9MB (2.6x), 25 JPEGs deleted
2026-04-22T13:40:49.345857Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3420346335485635575, trigger=click)
2026-04-22T13:40:49.761464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3420346335485635575, trigger=click)
2026-04-22T13:40:58.483984Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2699137710669661720, trigger=click)
2026-04-22T13:41:18.585300Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)
2026-04-22T13:41:49.631129Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:42:09.336358Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:42:22.318303Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=5651691911195313325, trigger=click)
2026-04-22T13:45:24.809909Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 52 eligible frames
2026-04-22T13:45:26.334982Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 3.2MB → 0.2MB (18.4x), 25 JPEGs deleted
2026-04-22T13:45:28.494791Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 25 frames, 5.2MB → 1.8MB (2.9x), 25 JPEGs deleted
2026-04-22T13:50:32.678587Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=33 elapsed=4.217422542s
2026-04-22T13:50:32.678957Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 33 eligible frames
2026-04-22T13:50:33.731344Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (12.1x), 16 JPEGs deleted
2026-04-22T13:50:35.297399Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.2MB → 0.9MB (3.6x), 15 JPEGs deleted
2026-04-22T13:52:40.144788Z INFO screenpipe_engine::sleep_monitor: Screen locked (CGSession safety-net poll)
2026-04-22T13:53:01.899060Z INFO sck_rs::stream_manager: recreating stream for display 2 (resolution change)
2026-04-22T13:53:24.588928Z INFO sck_rs::stream_manager: recreating stream for display 1 (resolution change)
2026-04-22T13:54:45.480269Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:54:45.525295Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:54:47.277567Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:54:47.557900Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 2
2026-04-22T13:54:50.517321Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:54:50.531527Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:54:50.539783Z INFO sck_rs::stream_manager: stopped 1 persistent stream(s)
2026-04-22T13:54:51.633834Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:54:57.215619Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)
2026-04-22T13:54:57.475388Z WARN screenpipe_engine::event_driven_capture: skipping capture: lock screen app 'loginwindow' on monitor 1
2026-04-22T13:55:00.526322Z INFO screenpipe_engine::sleep_monitor: Screen unlocked (CGSession safety-net poll)
2026-04-22T13:55:00.545282Z INFO screenpipe_engine::event_driven_capture: invalidating persistent streams after unlock/wake for monitor 2
2026-04-22T13:55:01.132848Z INFO sck_rs::stream_manager: stopped 2 persistent stream(s)
2026-04-22T13:55:02.005737Z INFO sck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)
2026-04-22T13:55:02.633821Z INFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)
2026-04-22T13:55:19.838192Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:20.300634Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:21.567188Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3145826437395305149, trigger=click)
2026-04-22T13:55:42.189258Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=6.884820208s
2026-04-22T13:55:42.189981Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T13:55:43.595617Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 2.1MB → 0.2MB (11.9x), 16 JPEGs deleted
2026-04-22T13:55:46.392329Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 4.1MB → 1.1MB (3.6x), 20 JPEGs deleted
2026-04-22T13:55:56.140186Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:55:57.408560Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:03.696726Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:06.390518Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:08.300896Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:08.718730Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:09.912001Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:10.311583Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:13.273546Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:58:19.346181Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=visual_change)
2026-04-22T13:58:58.360554Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:58:58.786340Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:04.430986Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:04.893282Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:45.902049Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:46.348987Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:48.470706Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:48.898805Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:54.274180Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T13:59:56.495414Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T14:00:02.522746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-9000098260144748274, trigger=click)
2026-04-22T14:00:35.856416Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=click)
2026-04-22T14:00:44.303637Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6212304827203743747, trigger=visual_change)
2026-04-22T14:00:55.518274Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=22 elapsed=9.118070709s
2026-04-22T14:00:55.518433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 22 eligible frames
2026-04-22T14:00:57.099120Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 1.3MB → 0.2MB (7.7x), 10 JPEGs deleted
2026-04-22T14:00:58.767986Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 10 frames, 2.2MB → 0.4MB (6.0x), 10 JPEGs deleted
2026-04-22T14:04:15.220880Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3837731717837980920, trigger=visual_change)
2026-04-22T14:05:28.069620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=1051548329161768346, trigger=click)
2026-04-22T14:05:28.937013Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1051548329161768346, trigger=click)
2026-04-22T14:06:00.164534Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=16 elapsed=1.199258208s
2026-04-22T14:06:00.164673Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 16 eligible frames
2026-04-22T14:06:02.024968Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 0.9MB → 0.2MB (5.3x), 7 JPEGs deleted
2026-04-22T14:06:05.188088Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 7 frames, 1.5MB → 0.7MB (2.2x), 7 JPEGs deleted
2026-04-22T14:06:46.071139Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:06:54.570039Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:11.311868Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:11.803732Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:14.694406Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:15.147426Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:20.551057Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:21.045391Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:22.951330Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:23.467707Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:30.780582Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:10:31.189747Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:11:11.060150Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=27 elapsed=4.548210084s
2026-04-22T14:11:11.060281Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 27 eligible frames
2026-04-22T14:11:12.404803Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 1.4MB → 0.2MB (8.3x), 11 JPEGs deleted
2026-04-22T14:11:14.840042Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 14 frames, 2.7MB → 0.9MB (3.1x), 14 JPEGs deleted
2026-04-22T14:13:35.976326Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4968702094796127351, trigger=click)
2026-04-22T14:14:34.729623Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-4357453572186956917, trigger=click)
2026-04-22T14:14:35.105620Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4357453572186956917, trigger=click)
2026-04-22T14:14:42.802189Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=visual_change)
2026-04-22T14:15:50.965557Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3105240340990619874, trigger=click)
2026-04-22T14:16:12.161692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6479516063853776409, trigger=click)
2026-04-22T14:16:16.153590Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=48 elapsed=1.32668825s
2026-04-22T14:16:16.155403Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 48 eligible frames
2026-04-22T14:16:18.705225Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 20 frames, 5.0MB → 0.8MB (5.9x), 20 JPEGs deleted
2026-04-22T14:16:23.744196Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 26 frames, 4.4MB → 1.3MB (3.4x), 26 JPEGs deleted
2026-04-22T14:16:41.068116Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1903229694032021789, trigger=click)
2026-04-22T14:19:15.519118Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4529195482775946524, trigger=click)
2026-04-22T14:19:22.366746Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:30.208098Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:33.496128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2794207028653299985, trigger=click)
2026-04-22T14:19:38.751833Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:41.173256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=visual_change)
2026-04-22T14:19:42.912499Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:46.351486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6094503686615299639, trigger=click)
2026-04-22T14:19:59.152409Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)
2026-04-22T14:20:01.518389Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-4952826635443255860, trigger=click)
2026-04-22T14:20:08.061611Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3675157249828056010, trigger=click)
2026-04-22T14:21:28.984120Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=25 elapsed=4.855522625s
2026-04-22T14:21:28.985458Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 25 eligible frames
2026-04-22T14:21:30.346636Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 11 frames, 2.5MB → 0.5MB (5.1x), 11 JPEGs deleted
2026-04-22T14:21:32.359178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 12 frames, 2.6MB → 0.6MB (4.3x), 12 JPEGs deleted
2026-04-22T14:23:49.639071Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:24:02.782818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:24:15.622633Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:10.392401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:10.788712Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:12.799270Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:13.219651Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:26:38.732555Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=36 elapsed=6.323619459s
2026-04-22T14:26:38.732888Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 36 eligible frames
2026-04-22T14:26:39.785513Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 16 frames, 1.2MB → 0.1MB (9.0x), 16 JPEGs deleted
2026-04-22T14:26:41.678236Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 4.1MB → 1.7MB (2.4x), 18 JPEGs deleted
2026-04-22T14:26:51.433436Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:52.304457Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:54.907598Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:26:55.381293Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:00.185936Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:01.160650Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:27:24.714027Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:25.724851Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=visual_change)
2026-04-22T14:27:26.222818Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:27.755899Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=6642599356750673950, trigger=click)
2026-04-22T14:27:28.274266Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=6642599356750673950, trigger=click)
2026-04-22T14:30:08.479659Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1095112307124202838, trigger=click)
2026-04-22T14:31:42.105262Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:31:43.197127Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 2.5MB → 1.0MB (2.5x), 15 JPEGs deleted
2026-04-22T14:31:45.195588Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 21 frames, 4.3MB → 1.6MB (2.6x), 21 JPEGs deleted
2026-04-22T14:32:02.263422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3223987862501414590, trigger=click)
2026-04-22T14:32:02.639431Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3223987862501414590, trigger=click)
2026-04-22T14:32:19.705800Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=1632013320203273627, trigger=click)
2026-04-22T14:32:56.235240Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=257019738165452929, trigger=click)
2026-04-22T14:32:59.969256Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:03.317113Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:06.798109Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=257019738165452929, trigger=click)
2026-04-22T14:33:17.093100Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:17.486074Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:22.565377Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:23.216523Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-3308965711270161120, trigger=click)
2026-04-22T14:33:35.842809Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)
2026-04-22T14:36:49.764156Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=34 elapsed=4.516637708s
2026-04-22T14:36:49.764263Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 34 eligible frames
2026-04-22T14:36:51.311395Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 17 frames, 3.0MB → 0.7MB (4.6x), 17 JPEGs deleted
2026-04-22T14:36:52.531817Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 15 frames, 3.0MB → 1.1MB (2.6x), 15 JPEGs deleted
2026-04-22T14:37:28.108242Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=435352143489435154, trigger=click)
2026-04-22T14:37:28.485856Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=435352143489435154, trigger=click)
2026-04-22T14:37:58.316339Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=click)
2026-04-22T14:38:23.725006Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=3668856246823891896, trigger=visual_change)
2026-04-22T14:38:38.826158Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=3668856246823891896, trigger=click)
2026-04-22T14:39:14.985595Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:41.085287Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:48.325144Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:39:54.042692Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2152077026286113228, trigger=click)
2026-04-22T14:40:56.876512Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2152077026286113228, trigger=click)
2026-04-22T14:41:03.035671Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2747516377298098397, trigger=click)
2026-04-22T14:41:21.141064Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-2710026494434395739, trigger=click)
2026-04-22T14:41:34.026128Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-2710026494434395739, trigger=click)
2026-04-22T14:41:59.929978Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=5.991404375s
2026-04-22T14:41:59.930138Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:42:03.556178Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.3MB (11.1x), 18 JPEGs deleted
2026-04-22T14:42:06.257184Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.3MB → 1.1MB (2.9x), 18 JPEGs deleted
2026-04-22T14:42:25.479048Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=8568923258494843591, trigger=click)
2026-04-22T14:42:43.658087Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:44.150668Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:46.347489Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:46.976364Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-1714642257969983896, trigger=click)
2026-04-22T14:42:54.146640Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=8318058469467001879, trigger=click)
2026-04-22T14:43:16.054664Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:27.592095Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:28.904486Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:33.115401Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:33.548704Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:34.528422Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:35.101040Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:42.182992Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:43:44.575989Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=2746665666832385858, trigger=click)
2026-04-22T14:44:46.365793Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6679194177618586363, trigger=click)
2026-04-22T14:47:14.092894Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:14.453307Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:15.216109Z WARN sqlx::query: summary="SELECT id, snapshot_path, device_name, …" db.statement="\n\nSELECT\n id,\n snapshot_path,\n device_name,\n timestamp\nFROM\n frames\nWHERE\n snapshot_path IS NOT NULL\n AND timestamp < ?1\nORDER BY\n device_name,\n timestamp ASC\nLIMIT\n 5000\n" rows_affected=0 rows_returned=38 elapsed=7.876438917s
2026-04-22T14:47:15.216433Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 38 eligible frames
2026-04-22T14:47:16.019464Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:16.544950Z INFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=-6118025119517316583, trigger=click)
2026-04-22T14:47:16.818898Z INFO screenpipe_engine::snapshot_compaction: snapshot compaction: 18 frames, 3.2MB → 0.4MB (7.6x), 18 JPEGs deleted
2026-04-22T14:47:18.385927Z INFO screenpipe_engine::event_driven_capture: content dedup: skipp...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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CircleCI
APP
Apr 21st at 8:51:40 AM
8:51 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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6 replies
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CircleCI
APP
Yesterday at 8:51:39 AM
8:51 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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Ilian Kyuchukov
Yesterday at 9:31:41 AM
9:31 AM
Has there been any changes related to Hubspot?
The following Sentry has been escalating over the night with 14k events:
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
SevenShores\Hubspot\Exceptions\BadRequest
SevenShores\Hubspot\Exceptions\BadRequest
/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::executeSearchRequest
Client error: `POST
https://api.hubapi.com/crm/v3/objects/contact/search
` resulted in a `429 Too Many Requests` response:
{"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...
Events:
14202
State:
Ongoing
First Seen:
2025-11-08
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Nikolay Nikolov
Yesterday at 9:40:55 AM
9:40 AM
We have changed processing of webhooks from 30 min to 5 min smaller batches
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New
CircleCI
APP
Today at 8:54:46 AM
8:54 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
View workflow run
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Channel engineering...
|
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run","depth":27,"role_description":"text"},{"role":"AXButton","text":"Ilian Kyuchukov","depth":25,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":25,"role_description":"text"},{"role":"AXLink","text":"Yesterday at 9:31:41 AM","depth":25,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"9:31 AM","depth":26,"role_description":"text"},{"role":"AXStaticText","text":"Has there been any changes related to Hubspot?","depth":25,"role_description":"text"},{"role":"AXStaticText","text":"The following Sentry has been escalating over the night with 14k events:","depth":25,"role_description":"text"},{"role":"AXLink","text":"https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream","depth":25,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream","depth":26,"role_description":"text"},{"role":"AXLink","text":"SevenShores\\Hubspot\\Exceptions\\BadRequest","depth":28,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"SevenShores\\Hubspot\\Exceptions\\BadRequest","depth":29,"role_description":"text"},{"role":"AXStaticText","text":"/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php in Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService::executeSearchRequest","depth":27,"role_description":"text"},{"role":"AXStaticText","text":"Client error: `POST","depth":29,"role_description":"text"},{"role":"AXLink","text":"https://api.hubapi.com/crm/v3/objects/contact/search","depth":29,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"` resulted in a `429 Too Many Requests` response:","depth":29,"role_description":"text"},{"role":"AXStaticText","text":"{\"status\":\"error\",\"message\":\"You have reached your secondly limit.\",\"errorType\":\"RATE_LIMIT\",\"correlationId\":\"019db2b6-c 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Nikolov","depth":25,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":25,"role_description":"text"},{"role":"AXLink","text":"Yesterday at 9:40:55 AM","depth":25,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"9:40 AM","depth":26,"role_description":"text"},{"role":"AXStaticText","text":"We have changed processing of webhooks from 30 min to 5 min smaller batches","depth":26,"role_description":"text"},{"role":"AXPopUpButton","text":"Jump to date","depth":24,"role_description":"pop-up button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"New","depth":24,"role_description":"text"},{"role":"AXButton","text":"CircleCI","depth":25,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"APP","depth":25,"role_description":"text"},{"role":"AXStaticText","text":"","depth":25,"role_description":"text"},{"role":"AXLink","text":"Today at 8:54:46 AM","depth":25,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8:54 AM","depth":26,"role_description":"text"},{"role":"AXStaticText","text":"1 PR with vulnerability fixes is ready for review","depth":26,"role_description":"text"},{"role":"AXStaticText","text":"Please take a look at the code and confirm that everything works properly on your local machine or on a planet 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run","depth":26,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"View workflow run","depth":27,"role_description":"text"},{"role":"AXTextArea","text":"","depth":24,"value":"","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Conversation marked as unread from this message","depth":11,"role_description":"text"},{"role":"AXStaticText","text":"Channel engineering","depth":11,"role_description":"text"}]...
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Apr 21st at 8:51:40 AM
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1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
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•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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6 replies
Last reply 1 day ago
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Yesterday at 8:51:39 AM
8:51 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
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(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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Ilian Kyuchukov
Yesterday at 9:31:41 AM
9:31 AM
Has there been any changes related to Hubspot?
The following Sentry has been escalating over the night with 14k events:
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
SevenShores\Hubspot\Exceptions\BadRequest
SevenShores\Hubspot\Exceptions\BadRequest
/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::executeSearchRequest
Client error: `POST
https://api.hubapi.com/crm/v3/objects/contact/search
` resulted in a `429 Too Many Requests` response:
{"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...
Events:
14202
State:
Ongoing
First Seen:
2025-11-08
Resolve
Resolve
Archive
Archive
Select Assignee...
See more
Added by
Sentry
Sentry
React with white_check_mark
React with eyes
React with raised_hands
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Nikolay Nikolov
Yesterday at 9:40:55 AM
9:40 AM
We have changed processing of webhooks from 30 min to 5 min smaller batches
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CircleCI
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Today at 8:54:46 AM
8:54 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
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(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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Conversation marked as unread from this message
Channel engineering
iTerm2ShellEditViewSessionScriptsProfilesWindowHelpDaily - Platform • in 31 m100%8Thu 23 Apr 9:14:13ffmpeg181DOCKER• 881-zshО ₴2-zsh83* Build full day activi... #4ffmpeg885-zsh86APP (-zsh)87ec2-user@ip-10-..• *8warning:telemetry isenabled.onlyerror-leveltodisable, usethe --disable-telemetry flag.data will be sent.checklatestchanges here:https://github.com/screenpipe/screenpipe/releases2026-04-23T09:13:00.626925ZINFOscreenpipe:starting UIevent capture2026-04-23T09:13:00.644081ZINFOscreenpipe_engine::ui_recorder: Starting UIevent capture2026-04-23T09:13:00.659604ZINFOscreenpipe_engine::ui_recorder: UI recording session started: 64e213bd-3690-487f-90be-4e83480404162026-04-23T09:13:00.659568ZINFOscreenpipe_engine::calendar_speaker_id: speaker identification: started (user_name=<not set>)2026-04-23T09:13:00.659937ZINFOscreenpipe_engine::hot_frame_cache: hot_frame_cache: warming from DB (2026-04-22 06:13:00.659935 UTC to 2026-04-2306:13:00.659935 UTC)2026-04-23709:13:00.660681ZINFO2026-04-23T09:13:00.671031ZINFOscreenpipe_engine::meeting_detector: meeting V2: detection loop started (base_interval=5s, profiles=12)screenpipe_engine::server: Server listening on [IP_ADDRESS]:30302026-04-23T09:13:00.676357ZINFOscreenpipe_connect::mdns: mdns: advertising screenpipe on port 30302026-04-23109:13:02.8223462INFOscreenpipe_engine::vision_manager::manager: Starting vision recording2026-04-23T09:13:02.822390ZINFOscreenpipe_engine::vision_manager::manager: Starting event-driven capture for monitor 1 (device: monitor_1)2026-04-23T09:13:02.822429ZINFOscreenpipe_engine::event_driven_capture: event-driven capture started for monitor 1 (device: monitor_1)2026-04-23T09:13:03.612915ZINFOscreenpipe_engine::vision_manager::manager: Starting vision recording2026-04-23T09:13:03.612969ZINFOscreenpipe_engine::vision_manager::manager: Starting event-driven capture for monitor 2 (device: monitor_2)2026-04-23T09:13:03.612981ZINFOscreenpipe_engine::vision_manager::manager: VisionManager started with 2/2 monitor(s)2026-04-23709:13:03.612988ZINFO screenpipe_engine::vision_manager::monitor_watcher: Starting monitor watcher (event-driven via CGDisplayRegisterReconfigurationCallback, 60s backstop poll)2026-04-23T09:13:03.613032ZINFO2026-04-23T09:13:04.172201Zscreenpipe_engine::event_driven_capture:event-driven capture started for monitor 2 (device: monitor_2)WARN sqlx::query:summary="SELECT f.id, f.timestamp, f.offset_index,hinseviceindb.statement="\n\nSELECT\n f.id,\nf.timestamp, \nf.offset_index, \n COALESCE(\nSUBSTR(f.full_text,1, 200), \nSUBSTR(f.accessibility_text, 1, 200), \nERE\not.frame_id = f.id\nLIMIT\n1\n)\n ) as text, \n(\nSELECT\nSUBSTR(ot.text, 1, 200)\nFROM\nocr_text ot\nWHCOALESCE(\nf.app_name, \nSELECT\not\not.frame_id = f.id\nf.window_name, \not.app_name\nFROM\nocr_textWHERE\nLIMIT\n1\n)\n ) as app_name, \nSELECT\not.window_name\nFROM\nCOALESCEC\n(\nocr_text ot\nWHERE\not.frame_id = f.id\nLIMIT\n1\n)\n ) as window_name, \n COALESCE(vc.device_name, f.device_name) as screen_device, \nCOALESCE(vc.file_path, f.snapshot_path) as video_path, \n COALESCE(vc.fps, 0.033) as chunk_fps, \nf.browser_url,\n f.machine_id\nFROM\n frames f\nLEFT JOIN video_chunks vc ON f.video_chunk_id = vc.id\nWHERE\n f.timestamp >= ?1\n AND f.timestamp <= ?2\n AND COALESCE(vc.file_path, f.snapshot_path,'') NOT LIKE 'cloud://%' \nORDER BY\n f.timestampDESC, \nf.offset_index DESC\nLIMIT\n10000\n"rows_affected=0 rows_returned=4305 elapsed=3.511492208s2026-04-23T09:13:04.183200Z2026-04-23T09:13:07.349282ZINFO screenpipe_engine::hot_frame_cache: hot_frame_cache: warmed with 4304 frame entries, coverage from 2026-04-22 06:13:00.659935 UTCINFO2026-04-23T09:13:07.830685ZINFOsck_rs::stream_manager: persistent SCK stream started for display 1 (1440x900, 2fps, 3 excluded)screenpipe_engine::event_driven_capture: startup capture for monitor 1: frame_id=72776, dur=70ms2026-04-23T09:13:08.836958ZINFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)2026-04-23T09:13:09.378786ZINFOscreenpipe_engine::event_driven_capture: startup capture for monitor 2: frame_id=72777, dur=124ms2026-04-23T09:13:09.380863ZINFO sck_rs::stream_manager: invalidated persistent stream for display 22026-04-23T09:13:32.742255ZINFO sck_rs::stream_manager: persistent SCK stream started for display 2 (3008x1253, 2fps, 3 excluded)2026-04-23T09:14:01.764079ZINFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 1 (hash=4702465002163205464, trigger=click)2026-04-23T09:14:04.223149ZINFO screenpipe_engine::event_driven_capture: content dedup: skipping capture for monitor 2 (hash=4702465002163205464, trigger=visual_change)2026-04-23T09:14:06.953796ZWARN sqlx::query:summary="SELECT id,snapshot_path, device_name, "db.statement="\n\nSELECT\nid, \nsnapshot_path, \n device_name, \n timestamp\nFROM\nframes \nWHERE\nsnapshot_path IS NOT NULL\nAND timestamp ‹ ?1\nORDER BYn device_name, In timestamp ASC\nLIMIT\n 5000\n" rows_affected-0 rows_returned-147 elapsed-6.3719465s2026-04-23709:14:06.954006Z2026-04-23T09:14:12.566935ZINFO screenpipe_engine::snapshot_compaction: snapshot compaction: found 147 eligible framesINFO screenpipe_engine::snapshot_compaction: snapshot compaction: 70 frames, 10.3MB → 2.7MB (3.8x), 70 JPEGS deleted...
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2026-04-23T06:14:12.688692+00:00
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/Users/lukas/.screenpipe/data/data/2026-04-23/1776 /Users/lukas/.screenpipe/data/data/2026-04-23/1776924852688_m2.jpg...
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engineering (Channel) - Jiminny Inc - Slack
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monitor_2
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Switch workspaces… (Jiminny Inc) Has new messages
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,
Steliyan Georgiev
Nikolay Yankov
Nikolay Nikolov
Mario Georgiev
Todor Stamatov
Gabriela Dureva
Vasil Vasilev
Galya Dimitrova
Stefka Stoyanova
Stoyan Tanev
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Ilian Kyuchukov
Yesterday at 9:31:41 AM
9:31 AM
Has there been any changes related to Hubspot?
The following Sentry has been escalating over the night with 14k events:
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
SevenShores\Hubspot\Exceptions\BadRequest
SevenShores\Hubspot\Exceptions\BadRequest
/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::executeSearchRequest
Client error: `POST
https://api.hubapi.com/crm/v3/objects/contact/search
` resulted in a `429 Too Many Requests` response:
{"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...
Events:
14202
State:
Ongoing
First Seen:
2025-11-08
Resolve
Resolve
Archive
Archive
Select Assignee...
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Added by
Sentry
Sentry
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Nikolay Nikolov
Yesterday at 9:40:55 AM
9:40 AM
We have changed processing of webhooks from 30 min to 5 min smaller batches
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New
CircleCI
APP
Today at 8:54:46 AM
8:54 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Ilian Kyuchukov
Yesterday at 9:31:41 AM
9:31 AM
Has there been any changes related to Hubspot?
The following Sentry has been escalating over the night with 14k events:
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
https://jiminny.sentry.io/issues/7007366572/?project=82419&referrer=metric-issue-contributing-issues-issue-stream
SevenShores\Hubspot\Exceptions\BadRequest
SevenShores\Hubspot\Exceptions\BadRequest
/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::executeSearchRequest
Client error: `POST
https://api.hubapi.com/crm/v3/objects/contact/search
` resulted in a `429 Too Many Requests` response:
{"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019db2b6-c (truncated...
Events:
14202
State:
Ongoing
First Seen:
2025-11-08
Resolve
Resolve
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Nikolay Nikolov
Yesterday at 9:40:55 AM
9:40 AM
We have changed processing of webhooks from 30 min to 5 min smaller batches
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New
CircleCI
APP
Today at 8:54:46 AM
8:54 AM
1 PR with vulnerability fixes is ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#11975 fix(security): npm dependency updates – 2026-04-16
#11975 fix(security): npm dependency updates – 2026-04-16
(
secfix/npm-20260416
)
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Channel engineering
slackcalVIewmistonWindowHelpQ Describe what you are looking for# engineering9 24Messages©Canvase FilesMoreTimit.",Yesterday AlE_LIMIl", "correlationdunEvents: 14202 State: Ongoing First Seen: 2025-11-08DMSActivityMoreJiminny...y6d hudales→ Drafts & sentl8 Directoriesab External connections* Starredi@ liminny-x-integrati…8 olatform-inner-teamE Channelsa ai-chanter# alerts# backend# c-learning-people# confusion-clinic# curiosity lab# deal-insights-dev# engineering# frontend# generall# infra-changes# liminnv-bgA neonle-with-conilo…@ people-with-zoom-….i olatform-team# platform-tickets# product launchesst randomlNikolay Nikolov 9.40 AMWe have changed processing of webhooks from30 min to 5 min smallier batchesdircled App 8.54AM… 1 PR with vulnerahilit nxec is ready for reviewPlease take k look at the code and conhrm thatieverything works properly on your localmachine or on a planet environmentPull requests (minny aoe)•#11975 hx/securim: nom denendencvuodates - 2026-04-16secfix/nom-20260416)Message #engineering+ Aa IWork RenortAl SummaryFieldDetinitionAND alsoPostmanSource All Sourcesany ap;v Date dd / mm / yyyy • (blank = all dates) From |To --:-Only appsany app (blank = allnone skippedFTS tio: sinale words work best , "exact ohrase". termi OR term2. use AND also for required second term , times are in vour local timezone . click anv result to expandEnter a query and oress Search (or Enter).• 50#Daily - Platform • in 31 m100% LzThu 23 Apr 9:14:1421/ 04 / 2026Search...
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AutomatedReportsRepository.php, class
AutomatedRep AutomatedReportsRepository.php, class
AutomatedReportsRepository.php, class
243
243
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
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Repositories/AutomatedReportsRepository.php
Method \Jiminny\Repositories\AutomatedReportsRepository.applyUserAccessScope AutomatedReportsRepository .../app/Repositories
1 usage
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->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
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Repositories/AutomatedReportsRepository.php
Method \Jiminny\Repositories\AutomatedReportsRepository.applyUserAccessScope AutomatedReportsRepository .../app/Repositories
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Error","depth":4,"bounds":{"left":0.63331115,"top":0.17318435,"width":0.00731383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.640625,"top":0.17318435,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n 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Error","depth":4,"bounds":{"left":0.7190825,"top":0.24740623,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.24335106,"top":0.047885075,"width":0.024268618,"height":0.024740623},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"36","depth":4,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-4167466460282672524
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n 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Error","depth":4,"bounds":{"left":0.7190825,"top":0.24740623,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.24335106,"top":0.047885075,"width":0.024268618,"height":0.024740623},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n 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Error","depth":4,"bounds":{"left":0.7190825,"top":0.24740623,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.24335106,"top":0.047885075,"width":0.024268618,"height":0.024740623},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Project: faVsco.js, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"36","depth":4,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Switch workspaces… (Jiminny Inc) Has new messages
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Jump to date
Apr 21st at 4:38:16 PM
4:38
примерно?
Lukas Kovalik
Apr 21st at 4:40:18 PM
4:40 PM
да или /automated-reports/track-interest
Apr 21st at 4:40:43 PM
4:40
няма значение да си е POST
Apr 21st at 4:44:00 PM
4:44
гледам че си направил branch JY-20372-ai-reports-promotion-pages
Apr 21st at 4:44:06 PM
4:44
нали така, там да комитна
Nikolay Yankov
Apr 21st at 4:54:44 PM
4:54 PM
да, давай там
Jump to date
Nikolay Yankov
Yesterday at 10:06:05 AM
10:06 AM
Лукаш, има някакви коментари от Claude
виж ги ако мислиш, че трябва да се фиксне
https://github.com/jiminny/app/pull/11894
https://github.com/jiminny/app/pull/11894
Nikolay Yankov
Yesterday at 10:40:09 AM
10:40 AM
Lukas
, я виж каква промяна направих по BE, окей ли е?
https://github.com/jiminny/app/pull/11998/changes
https://github.com/jiminny/app/pull/11998/changes
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Yesterday at 10:40:20 AM
10:40
за Promotion pages
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Lukas Kovalik
Yesterday at 10:41:37 AM
10:41 AM
ей след малко
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Nikolay Yankov
Yesterday at 10:41:46 AM
10:41 AM
да, когато можеш
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Lukas Kovalik
Today at 9:25:47 AM
9:25 AM
добро утро, погледна промените ок са, но само да питам, че не съм сигурен къде ще се ползва
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Today at 9:27:10 AM
9:27
hasGeneratedAiReports
в UserTransformer за киоск репорти ли е или за всички (включително ask Jiminny)
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Today at 9:38:49 AM
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за front-end-a e
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за AI Reports страницата
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Switch workspaces… (Jiminny Inc) Has new messages
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Apr 21st at 4:38:16 PM
4:38
примерно?
Lukas Kovalik
Apr 21st at 4:40:18 PM
4:40 PM
да или /automated-reports/track-interest
Apr 21st at 4:40:43 PM
4:40
няма значение да си е POST
Apr 21st at 4:44:00 PM
4:44
гледам че си направил branch JY-20372-ai-reports-promotion-pages
Apr 21st at 4:44:06 PM
4:44
нали така, там да комитна
Nikolay Yankov
Apr 21st at 4:54:44 PM
4:54 PM
да, давай там
Jump to date
Nikolay Yankov
Yesterday at 10:06:05 AM
10:06 AM
Лукаш, има някакви коментари от Claude
виж ги ако мислиш, че трябва да се фиксне
https://github.com/jiminny/app/pull/11894
https://github.com/jiminny/app/pull/11894
Nikolay Yankov
Yesterday at 10:40:09 AM
10:40 AM
Lukas
, я виж каква промяна направих по BE, окей ли е?
https://github.com/jiminny/app/pull/11998/changes
https://github.com/jiminny/app/pull/11998/changes
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Yesterday at 10:40:20 AM
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за Promotion pages
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Lukas Kovalik
Yesterday at 10:41:37 AM
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ей след малко
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Nikolay Yankov
Yesterday at 10:41:46 AM
10:41 AM
да, когато можеш
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Lukas Kovalik
Today at 9:25:47 AM
9:25 AM
добро утро, погледна промените ок са, но само да питам, че не съм сигурен къде ще се ползва
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Today at 9:27:10 AM
9:27
hasGeneratedAiReports
в UserTransformer за киоск репорти ли е или за всички (включително ask Jiminny)
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Nikolay Yankov
Today at 9:38:49 AM
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за front-end-a e
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Today at 9:39:10 AM
9:39
за AI Reports страницата
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HomeMoreSlackcalVIewMistonWindowhelt~ Describe wnat you are lookins forJiminny ...# deal-insights-dev# engineeringa trontend# general# infra-changes# jiminny-bg• people-with-copilo..8 people-with-zoom-…# platform-team# platform-tickets# product launches# randomi released# sofia-office# support# thank-yous# the people of iimi..A Direct messagesNikolay Yankov• Petko KashinskiStoyan TomovAneliva Angelova3 Aneliya Angelova,0. Nikolay Nikolovf Mario GeorgievSg: Todor Stamatov• Gabriela DurevaNikolay Yankov• Messagest Add canvaur FilesВИЖ ГИ АКО Мислиш но тлябва да се фикснеapp/pull/11894Nikolav Yankov 10:40 AMLukas, я виж каква промяна направих по ВЕ,окей ли е?https://github.com/jiminny/app/pull/11998/cha3а Promotion pagesLukas Kovalik 10:41 AMей слел малкоNikolav Yankov 10:41 AMла, когато можешLukas Kovallik 9.25 AMдобро утро, погледна промените ок са, носамо да питам, че не съм сигурен къде ще сеnoлapаhasGeneratedAlReportsp Ucer ranctormer за киоск пепопти пи е илиза всички (включително ask Jiminny)Nikolav Yankov 9.38 AMaa front-end-a eaa Al Reports страницатаMessage Nikolay Yankos+ AalFV faVsco.js°9 JY-20157-AJ-report-not-send-notificaProject© EventServiceProvider.php© HubspotJournalServiceProvider.p(C) HubsnotWebhookServiceProvider© JiminnyServiceProvider.php(c) PlanhatServiceProvider.ong© ProphetHandlerServiceProvider.p© PusherServiceProvider.php29.07.25 NIkolov© QueueLogServiceProvider.php3.09.25© QueueStatsdServiceProvider.php3.09.25vanov© ResponseMacroServiceProvider.r3.09.25 Ivanov© RouteServiceProvider.php3.09.25Ivano© SsoServiceProvider.php3.09.25 Ivanov© UtilServiceProvider.php3.09.25 Ivanov•AskJlminnykeporacuvityservice.org© AutomatedReportsCommand.php-repori-not-generated.dlade.png©) PlannatActivityListener.phpAutomatedreporiskepository.ohopnp api vz.ohpclass Automatedreportsrepos1toryA16 ×7 21 ^ououc runction countuserrevortsluser suser): 1ntPeромо, tOncoIon Ci ose (oose1'team1d'. suser->cet.reamidobi'recinients-›users', Suser->getidon:->counto:c) ViewercuaroserviceProvider.ono19.09.25 Nikolov282> D Queue21.04.26 Kovalikv → Repositories>Ai> → AutoScorina21.04.26 Kovalik284* Restrict a query on the automated_reports table to reports the given user is allov 14021.04.26 Kovalik21.04.26 Kovalik>@ Calendar21.04 26 Kovalikvermx nucches ene coscomer-racane avesence.explicit user recipients (recipients.users)members of.any.of the report's groups (Ask Jiminny reports)© AccountRepository.php21.04.26 Kovalik21.04.26 Kovalik© ContactRepository.php© ContactRoleRepository.php210A26 Kovalil© CrmConfigurationRepository.p21.04.26 Kovalik© CrmEntityRepository.php21.04.26 Kovalik© FieldDataRepository.php21.04.26 Kovalik© FieldRepository.php21.04.26 Kovalik© LayoutEntityRepository.php21.04.26 Kovalik© LayoutRepository.php21.04.26 KovallkC) LeadRepository.pnp21.04.20 Kovallk© OpportunityRepository.php74.04.26 Kovallk© ProfileRepository.php21.04.26 Kovalik© RecordTypeFieldValuesReposi21.04.26 Kovalik© StageRepository.php21.04.26 Kovalik© SyncBatchRepository.php> C Geography21.04.26 Kovalik21.04.26 Kovalik© ActiveStreamsRepositorv.php71.04.26 Kovallk© ActivityCommentRepository.php71.04.26 Kovallk© ActivityLogRepository.php21.04.26 Kovalik© ActivitvMessageRepository.php21.04.26 Kovalik@ActivitvMomentRepositorv.oh21.04.26 Kovalik@ActivitvProviderRepositorv.ohp19.09.25 Nikolov@ActivitvRepositorv.ohn19.09.25 Nikolov@ActivitvSearchFilterRepositorv.oh10 00 25 Nikolow@ ActivitvShareRepositorv.ohr10.00 25 Nikolol© ActivityUploadSettingRepository-i10.00 25 Nikolol© AiPromptRepository.php@AckAnvthinaRenository.nhr19.09.25 Nikolov10.00 25 Nikolow1usageprivate function applyUserAccessScope(Builder $query, User $user): voidSuserId = Suser->getId®:saroupld = suser->getbroupldonSquery->where column:'automated_reports.team 1d', suser->qetleamldoo->where tunction (Bullder so use (suserid, saroupld: vo1dif (SaroupId |== null) {So->orWereGfunction Builder Ssub) use (Saroupid): void <'automated reponts tvpe'. operator: AutomatedRe 231->whereJsonContainsa'automated reports.aroups'. Saroul309* Get report IDs for a specific team* Ananam Toam Stean* Aneturn \Illuminate Support Collection9 AutomatedReportsRepository.php@ CallimportRepository.php(C) CoachinaFeedhackRenasitorv nhil5 usages10 00 26 AiLalaspublic function getReportIdsByTeam(Team Steam): Illuminate Support\Collection{...}19.09.25 NikolovDally - Platrorm• In om100% 152Inu Z3 Aor 9:39:30+0 •= custom.log= laravel.logA SF [jiminny@localhost]# console PROD© DealsRepository.php x& console (EUA36 ^— 141=144pobese tunceson ye146->orderByscriter15return $qb->getO->all154155 @› ic function getStages(180 @> ic function getConfigu1197188› ic function getPipelinato Gunation enostonipplies all applicablereturn stringll,2ee funation nudratectparam intl] $dealids, te sunntion fatoncteCascadeAutomated Reports Lrecioients->users contains userBut AutomatedRenortsRepositorv.oho:290-307 (applvUserAccessScone) checks:• EITHER recipients->users contains user OR (Ask Jiminny AND user in groups )Problem: countUserReports misses Ask Jiminny reports where user has access via aroup membershio (not recioients). ThisScenario AnalysisScenario A: User with onlv automated reports (no Ask Jiminny))•Access via applyUserAccessScope: No access• Not in recipients→>users automated reports don't use this tield)• Not Ask liminnv. so aroun check doesn't anolv• BUT if you pass their groupId in the teamIds filter parameter: ™ Will show• Lines 252-259 filter by groups JSON field regardless of report typeScenario B: User A in Group A. Non-ASK Jiminny report with groups = A, B)Access via applyUserAccessScope: No access•Not ASK Jiminny, so groups field is ignored tor access controlUser must be in recinients-susers (which non-Ask liminnv doesn't use)With teamIds filter: V Will show• If teanids-IAl is nassed. lines 252-259 will matchScenario C: User in group for Ask Jiminny report, but user doesn't have "Ask Jiminny enabled"•Access via applyUserAccessScope: V Yes, can see it• The code doesn't check user's "Ask Jiminny enabled" setting• Onlv checks: tvoe = ask biminny AND arouns contains user's arounThis might be a bug - should verify if feature flag check is missingScenario D: User has automated reports only, Ask Jiminny is disabled for them• Will reports show in getPaginatedUserReports?: X No (unless filtered via teamIds )• No recipients->users match• Not Ask Jiminny. so no aroup fallbackRecommendationsFix countllserRenorts to match annlvllserAccessScone loaic.nublic function countllcerRenorts(llser Guser)• intlsgroupid = Suser-saetGrountdl).Ask anvthina (*4L)C° Adantiveio 4 spa...
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Nikolay Yankov (DM) - Jiminny Inc - 1 new item - S Nikolay Yankov (DM) - Jiminny Inc - 1 new item - Slack...
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Switch workspaces… (Jiminny Inc) Has new messages
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Apr 21st at 4:38:16 PM
4:38
примерно?
Lukas Kovalik
Apr 21st at 4:40:18 PM
4:40 PM
да или /automated-reports/track-interest
Apr 21st at 4:40:43 PM
4:40
няма значение да си е POST
Apr 21st at 4:44:00 PM
4:44
гледам че си направил branch JY-20372-ai-reports-promotion-pages
Apr 21st at 4:44:06 PM
4:44
нали така, там да комитна
Nikolay Yankov
Apr 21st at 4:54:44 PM
4:54 PM
да, давай там
Jump to date
Nikolay Yankov
Yesterday at 10:06:05 AM
10:06 AM
Лукаш, има някакви коментари от Claude
виж ги ако мислиш, че трябва да се фиксне
https://github.com/jiminny/app/pull/11894
https://github.com/jiminny/app/pull/11894
Nikolay Yankov
Yesterday at 10:40:09 AM
10:40 AM
Lukas
, я виж каква промяна направих по BE, окей ли е?
https://github.com/jiminny/app/pull/11998/changes
https://github.com/jiminny/app/pull/11998/changes
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Lukas Kovalik
Yesterday at 10:41:37 AM
10:41 AM
ей след малко
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Nikolay Yankov
Yesterday at 10:41:46 AM
10:41 AM
да, когато можеш
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Lukas Kovalik
Today at 9:25:47 AM
9:25 AM
добро утро, погледна промените ок са, но само да питам, че не съм сигурен къде ще се ползва
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Today at 9:27:10 AM
9:27
hasGeneratedAiReports
в UserTransformer за киоск репорти ли е или за всички (включително ask Jiminny)
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Kovalik","depth":23,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"","depth":23,"role_description":"text"},{"role":"AXLink","text":"Apr 21st at 4:40:18 PM","depth":23,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"4:40 PM","depth":24,"role_description":"text"},{"role":"AXStaticText","text":"да или /automated-reports/track-interest","depth":24,"role_description":"text"},{"role":"AXLink","text":"Apr 21st at 4:40:43 PM","depth":24,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"4:40","depth":25,"role_description":"text"},{"role":"AXStaticText","text":"няма значение да си е POST","depth":24,"role_description":"text"},{"role":"AXLink","text":"Apr 21st at 4:44:00 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Apr 21st at 4:38:16 PM
4:38
примерно?
Lukas Kovalik
Apr 21st at 4:40:18 PM
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да или /automated-reports/track-interest
Apr 21st at 4:40:43 PM
4:40
няма значение да си е POST
Apr 21st at 4:44:00 PM
4:44
гледам че си направил branch JY-20372-ai-reports-promotion-pages
Apr 21st at 4:44:06 PM
4:44
нали така, там да комитна
Nikolay Yankov
Apr 21st at 4:54:44 PM
4:54 PM
да, давай там
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Nikolay Yankov
Yesterday at 10:06:05 AM
10:06 AM
Лукаш, има някакви коментари от Claude
виж ги ако мислиш, че трябва да се фиксне
https://github.com/jiminny/app/pull/11894
https://github.com/jiminny/app/pull/11894
Nikolay Yankov
Yesterday at 10:40:09 AM
10:40 AM
Lukas
, я виж каква промяна направих по BE, окей ли е?
https://github.com/jiminny/app/pull/11998/changes
https://github.com/jiminny/app/pull/11998/changes
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Yesterday at 10:41:37 AM
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ей след малко
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Nikolay Yankov
Yesterday at 10:41:46 AM
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да, когато можеш
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Lukas Kovalik
Today at 9:25:47 AM
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добро утро, погледна промените ок са, но само да питам, че не съм сигурен къде ще се ползва
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iTerm2ShellEditViewSessionScriptsProfilesWindowHelp•DOCKER• 881Source DB:NAS mount:Archive DB:Data dir:-zshО ₴2-zshOKOK(6.2G)/Volumes/Test/screenpipeexists (4.9G)OK(222 files, 255M)83* Build full day ac….• &4[+00m00s] • Counting source rowsfor2026-04-22frames:4305elements:332442ui_events:5804ocr_text:1074meetings:3[+00m01s] • Initialising tables, indexes, FTScreating tablescreating indexescreating FTS tables• Om00s• Om00s• OmOOs[+00m01s] • Syncing data for 2026-04-22video_chunksframes (4305 rows)ocr_text (1074 rows)ui_events (5804 rows)elements (332442 rows)meetings (3 rows)/ 0m01s/ 1m38s• 0m12s• Om01s• 0m51s• Om00s[+02m44s]• Updating FTSindexeselements_ftsframes_ftsui_events_fts• 1m26s• 2m14s• OmO2s[+06m26s] • Verifying DBframes:elements:ui_events:ocr_text:meetings:4305 / 4305332442 / 3324425804 / 58041074 / 10743 / 3[+07m20s] • Copying data folder for 2026-04-22rsync2026-04-22/ NAS• Om16s (222 files, 254M)[2026-04-23 09:23:38]Archive DB size:5.8G[2026-04-2309:23:387Total time:7m36s[2026-04-2309:23:38]Sync complete for 2026-04-22[2026-04-23 09:23:38]-____------пппппlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny~/.screenpipe/data/data/2026-04-22 $ I-zshscreenpipe*O 85Daily - Platform • in 6 mБГ100% <78Thu 23 Apr 9:39:40181-zsh886APP (-zsh)87ec2-user@ip-10-..• *8+...
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
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AI reports promotion pages by nikolay-yankov · Pull Request #11998 · jiminny/app
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Firefox
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Sign in - Google Accounts — Work
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Platform Sprint 2 Q2 - Platform Team - Scrum Board Platform Sprint 2 Q2 - Platform Team - Scrum Board - Jira
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PhpStorm
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faVsco.js – AutomatedReportsRepository.php
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JY-20157-AJ-report-not-send-notification, menu","depth":5,"help_text":"Git Branch: JY-20157-AJ-report-not-send-notification","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"RequestGenerateAskJiminnyReportJobTest","depth":6,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'RequestGenerateAskJiminnyReportJobTest'","depth":6,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'RequestGenerateAskJiminnyReportJobTest'","depth":6,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"16","depth":4,"role_description":"text"},{"role":"AXStaticText","text":"7","depth":4,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"36","depth":4,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-4167466460282672524
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n 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Error","depth":4,"bounds":{"left":0.7190825,"top":0.24740623,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.24335106,"top":0.047885075,"width":0.024268618,"height":0.024740623},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Meet - Daily - Platform
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FirefoxFileEditViewHistoryBookmarksProfilesToolsWindow→Helpmeet.google.com/agt-teir-cwt?authuser=lukas.kovalik%40jiminny.comNikolay Yankov (Presenting)§ Daily - Platform • 5 m leftA100% <478• Thu 23 Apr 10:00:369+Platform Team %.Q Search boardS23С J-92121Service-XQ AireportiF Project P.# Font AweXE Datados8009 J1-20269 1 2 J7-40352Sync opportunities without a local owner (user_id is null)~ DescriptionWe've had a discussion with @Galya Dimitrova about syncing opportunities that have no assigned Jiminny user._jd.We came up with the following plan to optimise the process a bit1.11 an opportunity has no user.jd and no owner.id (external user id), we should try to get the account user Jd and itavailable, apply to the opportunity as well. This scenario happens becaus a some CRMs do not require a mandatoryopportunity owner id.Update such opportunities retrospectively wherever possible. We should probabiy update only reiatively resentAfter point 1 is finished and updated:2. CRM Filing - Do not run analyses on opportunity that has no local user,jd. No point in analysing noone's data.3. Examine if there's a probiem with Sync Profiles. I.e.Team Data Uiteracy Academy(Prod US TeamID: 615) has many proflies, and deals with owner_jd but no user ja. It alsolooks like we do not have the correct scope to read users from their hubspot.Validate sync profiies fails with more visibility in such cases, so that we can request more scopes manually.4. Opportunities that have owner _id, but no user_id should be ignored when syncing.Subtasks# Project P© aop.dev3 Pipelines* JiminnyD [EMAIL] Dev-Ix Improve Technical StoryDetailsAssigneeNikolay IvanovAssign to meКE DORCE@ Vasi Vasiev• Quick start developmentLink this work item to your codeby including keys whenleurenen, contut obelow. Learn moreDismissDevelc onien@ Open with VS Codecreate crancr"Greate commetComponents10:00 AM | Daily - Platform→(a ArchitedGroup: Querie:CLONE - [Team insights)Filter gets resetautomaticalytJ ooa05.000Assue win reconnecuingZohoUepoycoiwwwolt[Tech Davl ImprovePop out this videoE 3y-20606Les Mils activity types notpullling inSUPPORT TICKETSDeployed1n •=®Q•..Thu 23 Apr 10:00L Al Bockmarks|Steliyan GeorgievNikolay Ivanov4 othersNikolay YankovLukas Kovalik14:55...
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Meet - Daily - Platform
Close tab
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Nikolay Yankov (Presenting)
Nikolay Yankov (Presenting)
People
9
Take notes with Gemini
Take notes with Gemini
Gemini
Gemini
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Steliyan Georgiev
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Nikolay Yankov
4 others
4 others
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You’re continuously framed
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Lukas Kovalik
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10:00
AM
Daily - Platform
Daily - Platform
Audio settings
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Nikolay Yankov is presenting
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1889.FilesLateMoreJiminny... v# deal-insights-dev# engineering# frontend# general# infra-changes# jiminny-bg• people-with-copilo..8 people-with-zoom-# platform-team# platform-tickets# product launches# randomi released# sofia-office# support# thank-yous# the people of iimi..A Direct messages(3) Aneliva Angelo…Stoyan TomovNikolay Yankovf Petko KashinskiAneliya AngelovaNikolay NikolovMario Georgievg: Todor StamatovINavicateNikolay Yankov• Messagest Add canvasur FilesLukas, Я виЖ коиоз пломача направих по ВЕ,okeй nи e?[URL_WITH_CREDENTIALS] Hs_local liminny@localnost)-repori-not-generated.dlade.png©) PlannatActivityListener.php# console PRODclass AutomatedreportsRepository416 X721 A Y© DealsRepositorv.php xououc runction tindlatestderau.torrarledresu tAutomatedRenort srevort: Automatedc) ViewercuaroserviceProvider.ono> D Queue3.09.25v → Repositories4.09.25 Ivanov>Ai4.09.25 Ivanov4.09.25 Ivanov> → AutoScorina4.09.25 Ivanov>@ Calendarverm4.09.25 Ivanov4.09.25 Ivanov© AccountRepository.php4.09.25 Ivanov© ContactRepository.php© ContactRoleRepository.php4.09.25 Ivanov4.09.25 Ivanov© CrmConfigurationRepository.p23.10.25 vanov© CrmEntityRepository.php3.09.25© FieldDataRepository.php3.09.25vanov© FieldRepository.php© LayoutEntityRepository.php3.09.25 Ivanov© LayoutRepository.php3.09.25 vanov21.04.26 Kovalik© LeadRepository.php© OpportunityRepository.php73.10.25 Ivanov3.09.25© ProfileRepository.phpIvanov3.09.25Ivanov© RecordTypeFieldValuesReposi© StageRepository.php3.09.25 Ivanov© SyncBatchRepository.php3.09.25 Ivanov> C Geography3.09.25 Ivanov© ActiveStreamsRepositorv.php3.09.25Ivanov© ActivityCommentRepository.php3.09.25 Ivanov© ActivityLoaRepository.php4.09.25 Ivanov© ActivitvMessageRepository.php10.09.25 Ivanov@ActivitvMomentRepositorv.oh3.09.25 Ivanov@ActivitvProviderRepositorv.ohp3.09.25 Ivanov@ActivitvRepositorv.ohn4.09.25 Ivanov@ActivitvSearchFilterRepositorv.oh10.09.25 Ivanov@ ActivitvShareRepositorv.ohn3.09.25 Ivanov© ActivityUploadSettingRepository-i3.09.25 Ivanov23.10.25 Ivanov(C) A'[EMAIL] & console (EUpublic function getGeneratedNotSentResults: Collection(...}1 usage— 141=143public function getPaginatedUserReports(class I vmA36public function ge$qb = Activity::with(l->where colum->Wherevarel co146ReportSortReportSortDirection $sortDirectionsresuutsPerPagespage?larbon?larbonstrombatestobateoteamlos->orderyscriter*-149150_151152// Should we filter acreturn $qb->get()->all154Pstrina Snamel): LenathAwarePaginator {155 @› ic function getStagesSquerv = AutomatedRevortResult::queruo->whereNotNul column180 @ › 1c function getConfigu'automated_report_results.report_id': 197->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))›ic function getPipelir->orderßvRaw sas->select( c->with relations: "renort team'):› ate function createQue219229if SfromDate le= null && Stolate lez nulbCauenv->wheneRetween colunn: Iaenenated att ICfromlate Ctolateln.pplies all applicablei+(1 emntv(Steamtde))$|232233234return stringl]Squery->where(function ($q) use (SteamIds) {...}):if (! empty(SreportTypes)) {Squery->whereIn( ccaucomaced reporcs.cype, sreportlypes235249gee function visit (que256,3ee funation nudratestif (4 emptv(Sname)){Sauery->wherelike column:"name'.-270param int[] $dealIds23.10.25 Ivanov23.10.25 Ivanov9 AutomatedReportsRepository.php@ CallimportRepository.php23.10.25 vanov(C) CoachinaFeedhackRenasitorv nhil3.09.25 Ivanov@ CrmTemnlateFilterRenocitorv nhr 3.09.25 Ivanov→ ate function fetchstareturn Squery->paqinateSresultsPerPade. '*']ageName: 'page', Spage):Dally - Platorm• om lenInu Zs Aor 10:00.3RequestGenerateAskJiminnyReportJobTest ~+0 ..CascadeAutomated Reports LOinougnisInought tor osNow l see the security issue. Looking at the controller (lines 46-48, 77):• phpSteamIds = Srequest->has('team') ? (array) Srequest->get('team') : []:teamIds: array_map('intval', $teamIds),The Problem:Users can opass arbitrary aroup IDs via ?team(=1236teami=456 . While apolvUserAccessScone prevents cross-team accessThe teamids filter (Uines 252-258 matches against the groups JSON tield which has dual meaning:•Ask Jiminny reports: groups = access control (who can see it) + filter• Non-Ask Jiminny reports: groups = data filter only (report content filtering)Issue 2: Users Can Filter by Groups They Don't Belong ToScenario,User is in Groun A• There are Ask Jiminny reports shared with Group AUser sends request with ?teamll=999 (aroun they don't belona to)applyUserAccessScope passes (user has access via Group A)• But the additional teamids filter requires aroups contains 999• Result: User sees empty results, even though they have valid reportsThis creates a confusing UX - the filter says "Team" but acts as an additional restriction beyond access control.Iccue 2. No Validation That Ucer Relonac to Siltered GrouncUsers can probe for group existence by trvina different tean values and seeina if results chanaeRecommencationAdd validation to ensure teanids onlv contains arouns the user helonas to.•php// In controller or serviceSallowedTeamIds = Suser->getTeam()->groups ()->pluck('id')->toArray()=Steanids = arrav intercect(steanids. CallowedTeanids)Or rename the parameter to clarify it's a content filter, not an access filter, and document that users should only filter by theirown arounsIs this exploitable for unauthorized access? No - applyUserAccessScope's team id + recipients/groups check still quardsaccess. But it's a UX bug where valid reports become hidden due to overly restrictive filteringuserie in inese tism ne aedual se the res di For oiher report trhe . Corus are usek iminny reports are shared teams so it theC° Adantive0 +]W Windsurf Toams 228.5 (1604 charc A1 line hreake)Po. 4 spac...
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/Users/lukas/.screenpipe/data/data/2026-04-23/1776 /Users/lukas/.screenpipe/data/data/2026-04-23/1776927919574_m2.jpg...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Error","depth":4,"bounds":{"left":0.63331115,"top":0.17318435,"width":0.00731383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.640625,"top":0.17318435,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n 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Error","depth":4,"bounds":{"left":0.7190825,"top":0.24740623,"width":0.006981383,"height":0.018355945},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.24335106,"top":0.047885075,"width":0.024268618,"height":0.024740623},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Repositories;\n\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Database\\Eloquent\\Builder;\nuse Illuminate\\Support\\Carbon;\nuse Illuminate\\Database\\Eloquent\\Collection;\nuse Illuminate\\Pagination\\LengthAwarePaginator;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSort;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\ReportSortDirection;\n\nclass AutomatedReportsRepository\n{\n /**\n * Create a new automated report\n *\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function create(array $data): AutomatedReport\n {\n return AutomatedReport::create($data);\n }\n\n /**\n * Find an automated report by UUID\n *\n * @param string $uuid\n *\n * @return AutomatedReport|null\n */\n public function findByUuid(string $uuid): ?AutomatedReport\n {\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();\n }\n\n public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport\n {\n if (is_numeric($idOrUuid)) {\n return AutomatedReport::find((int) $idOrUuid);\n }\n\n return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();\n }\n\n /**\n * Retrieve all standard (non-Ask Jiminny) automated reports.\n *\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAllStandardReports(\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->get();\n }\n\n /**\n * Retrieve all Ask Jiminny reports created by the given user.\n *\n * @param User $user The user whose reports to retrieve.\n * @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.\n * @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.\n *\n * @return Collection<AutomatedReport>\n */\n public function getAskJiminnyReportsByUser(\n User $user,\n string $sortColumn = 'created_at',\n string $sortDirection = 'desc'\n ): Collection {\n return $this->buildSortedQuery($sortColumn, $sortDirection)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->where('created_by', $user->getId())\n ->get();\n }\n\n private function buildSortedQuery(string $sortColumn, string $sortDirection): \\Illuminate\\Database\\Eloquent\\Builder\n {\n $allowedColumns = ['created_by', 'created_at'];\n if (! in_array($sortColumn, $allowedColumns)) {\n $sortColumn = 'created_at';\n }\n\n $sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';\n\n $query = AutomatedReport::query()->with(['creator', 'team']);\n\n if ($sortColumn === 'created_by') {\n $query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')\n ->orderByRaw(\"users.name COLLATE utf8mb4_unicode_ci {$sortDirection}\")\n ->select('automated_reports.*');\n } else {\n $query->orderBy($sortColumn, $sortDirection);\n }\n\n return $query;\n }\n\n /**\n * Get all active Ask Jiminny reports whose expiry date has passed.\n *\n * @return Collection<AutomatedReport>\n */\n public function getExpiredActiveAskJiminnyReports(): Collection\n {\n return AutomatedReport::where('status', true)\n ->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereNotNull('expires_at')\n ->where('expires_at', '<', now()->toDateString())\n ->get();\n }\n\n /**\n * Get all active and enabled reports with active teams for the specified frequency.\n *\n * @param string $frequency\n *\n * @return Collection<AutomatedReport>\n */\n public function getActiveReportsByFrequency(string $frequency): Collection\n {\n return AutomatedReport::where('automated_reports.status', true)\n ->where('automated_reports.frequency', $frequency)\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->where('teams.status', Team::STATUS_ACTIVE)\n ->where(function ($query) {\n $query->whereNull('automated_reports.expires_at')\n ->orWhere('automated_reports.expires_at', '>=', now()->toDateString());\n })\n ->select('automated_reports.*')\n ->get();\n }\n\n /**\n * Update an automated report\n *\n * @param AutomatedReport $report\n * @param array $data\n *\n * @return AutomatedReport\n */\n public function update(AutomatedReport $report, array $data): AutomatedReport\n {\n $report->update($data);\n\n return $report;\n }\n\n /**\n * Create a new automated report result.\n *\n * @param array $data The data to create the automated report result with.\n *\n * @return AutomatedReportResult The newly created automated report result.\n */\n public function createResult(array $data): AutomatedReportResult\n {\n return AutomatedReportResult::create($data);\n }\n\n /**\n * Find an automated report result by UUID.\n *\n * @param string $uuid The UUID to find the automated report result with.\n *\n * @return AutomatedReportResult|null The automated report result if found, otherwise null.\n */\n public function findResultByUuid(string $uuid): ?AutomatedReportResult\n {\n return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();\n }\n\n public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('uuid', AutomatedReportResult::toOptimized($uuid))\n ->whereHas('report', static function ($query) use ($user): void {\n $query->where('team_id', $user->getTeamId())\n ->where('created_by', $user->getId());\n })\n ->first();\n }\n\n public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('parent_id', $result->getId())\n ->where('media_type', $type)\n ->first();\n }\n\n public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult\n {\n return AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n ->latest()\n ->first();\n }\n\n public function getGeneratedNotSentResults(): Collection\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNull('sent_at')\n ->where('status', AutomatedReportResult::STATUS_GENERATED)\n ->whereHas('report')\n ->with('report')\n ->get();\n }\n\n public function getPaginatedUserReports(\n User $user,\n ReportSort $sort,\n ReportSortDirection $sortDirection,\n int $resultsPerPage,\n int $page,\n ?Carbon $fromDate,\n ?Carbon $toDate,\n array $teamIds,\n array $reportTypes,\n ?string $name,\n ): LengthAwarePaginator {\n $query = AutomatedReportResult::query()\n ->whereNotNull('automated_report_results.generated_at')\n ->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')\n ->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))\n ->orderByRaw(\"$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}\")\n ->select('automated_report_results.*')\n ->with('report.team');\n\n if ($fromDate !== null && $toDate !== null) {\n $query->whereBetween('generated_at', [$fromDate, $toDate]);\n }\n\n if (! empty($teamIds)) {\n $query->where(function ($q) use ($teamIds) {\n foreach ($teamIds as $id) {\n $q->orWhereJsonContains('automated_reports.groups', $id);\n }\n });\n }\n\n if (! empty($reportTypes)) {\n $query->whereIn('automated_reports.type', $reportTypes);\n }\n\n if (! empty($name)) {\n $query->whereLike('name', \"%$name%\");\n }\n\n return $query->paginate($resultsPerPage, ['*'], 'page', $page);\n }\n\n public function countUserReports(User $user): int\n {\n return AutomatedReportResult::query()\n ->whereNotNull('generated_at')\n ->whereNotNull('sent_at')\n ->whereHas('report', function ($q) use ($user) {\n $q->where('team_id', $user->getTeamId())\n ->whereJsonContains('recipients->users', $user->getId());\n })\n ->count();\n }\n\n /**\n * Restrict a query on the automated_reports table to reports the given user is allowed to see.\n *\n * Matches the customer-facing audience:\n * - explicit user recipients (recipients.users)\n * - members of any of the report's groups (Ask Jiminny reports)\n */\n private function applyUserAccessScope(Builder $query, User $user): void\n {\n $userId = $user->getId();\n $groupId = $user->getGroupId();\n\n $query\n ->where('automated_reports.team_id', $user->getTeamId())\n ->where(function (Builder $q) use ($userId, $groupId): void {\n $q->whereJsonContains('automated_reports.recipients->users', $userId);\n\n if ($groupId !== null) {\n $q->orWhere(function (Builder $sub) use ($groupId): void {\n $sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)\n ->whereJsonContains('automated_reports.groups', $groupId);\n });\n }\n });\n }\n\n /**\n * Get report IDs for a specific team\n *\n * @param Team $team\n *\n * @return \\Illuminate\\Support\\Collection\n */\n public function getReportIdsByTeam(Team $team): \\Illuminate\\Support\\Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->pluck('id');\n }\n\n /**\n * Get all reports for a specific team\n *\n * @param Team $team\n *\n * @return Collection\n */\n public function getReportsByTeam(Team $team): Collection\n {\n return AutomatedReport::where('team_id', $team->getId())->get();\n }\n\n /**\n * Get all report results for a specific report\n *\n * @param AutomatedReport $report\n *\n * @return Collection\n */\n public function getResultsByReport(AutomatedReport $report): Collection\n {\n return $this->getResultsByReportQuery($report)->get();\n }\n\n public function getResultsByReportQuery(AutomatedReport $report): Builder\n {\n return AutomatedReportResult::where('report_id', $report->getId());\n }\n\n public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder\n {\n $reportIds = $this->getReportIdsByTeam($team);\n\n return AutomatedReportResult::query()->whereIn('report_id', $reportIds)\n ->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);\n }\n\n /**\n * @param int|null $teamId Optional team ID to filter results\n *\n * @return \\Illuminate\\Support\\Collection<int, int> Collection of team IDs\n */\n public function getTeamIdsWithReportsResults(?int $teamId = null): \\Illuminate\\Support\\Collection\n {\n $query = DB::table('automated_reports')\n ->join('teams', 'automated_reports.team_id', '=', 'teams.id')\n ->select('teams.id')\n ->distinct();\n\n if ($teamId !== null) {\n $query->where('teams.id', $teamId);\n }\n\n return $query->pluck('teams.id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"36","depth":4,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","depth":4,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Component\\DealInsights;\n\nuse Doctrine\\DBAL\\Connection;\nuse Generator;\nuse Illuminate\\Support\\Collection;\nuse Illuminate\\Support\\Facades\\DB;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealData;\nuse Jiminny\\Component\\DealInsights\\Forecast\\DealsFilter;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\QueryBuilder;\nuse Jiminny\\Component\\DealInsights\\QueryBuilder\\Visitor\\QueryBuilderVisitorInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Models;\nuse Jiminny\\Services\\Crm\\IntegrationApp\\DTO\\Utils\\UrlGeneratorInterface;\nuse Jiminny\\Services\\Crm\\ProviderRegistry;\nuse Jiminny\\Traits\\RequiresUUID;\nuse Illuminate\\Database\\Query\\Builder;\nuse Illuminate\\Database\\Eloquent;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\n\nclass DealsRepository implements DealsRepositoryInterface\n{\n private Connection $connection;\n\n private ProviderRegistry $providerRegistry;\n\n /**\n * @var QueryBuilderVisitorInterface[]\n */\n private array $visitors = [];\n\n /**\n * @param QueryBuilderVisitorInterface[] $visitors\n */\n public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])\n {\n $this->connection = $connection;\n $this->providerRegistry = $crmProviderRegistry;\n\n foreach ($visitors as $visitor) {\n $this->visitors[$visitor->getIdentifier()] = $visitor;\n }\n }\n\n public function getDeals(CriteriaInterface $criteria): array\n {\n $context = $criteria->getContext();\n $team = $context->getTeam();\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n\n $this->visit($qb, $criteria);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getDeal(Team $team, int $id): array\n {\n $crmService = $this->getCrmService($team);\n\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);\n $qb = $this->getSearchSelectAndWhereClauses($qb);\n $qb->andWhere('opp.id = :id')->setParameter('id', $id);\n\n return $this->execute($team, $crmService, $qb);\n }\n\n public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')\n ->from('crm_fields', 'f')\n ->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')\n ->where('f.crm_configuration_id = :crm')\n ->andWhere('f.object_type = :type')\n ->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')\n ->orderBy('fd.object_id', 'ASC')\n ->addOrderBy('fd.updated_at', 'ASC')\n\n ->setParameter('type', Field::OBJECT_OPPORTUNITY)\n ->setParameter('crm', $crmId)\n ;\n\n if (! empty($crmFields)) {\n $fields = array_map(fn ($value): string => '\"' . $value . '\"', $crmFields);\n $qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');\n }\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAssociative();\n }\n\n public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array\n {\n $qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);\n\n $qb\n ->select('COALESCE(opp.currency_code, \"' . $defaultCurrency . '\") AS currency')\n ->addSelect('SUM(opp.value) as total')\n ->addSelect('count(*) as `count`')\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'))\n ->groupBy('currency')\n ;\n\n $this->visit($qb, $criteria);\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n public function getDealActivities(CriteriaInterface $criteria): array\n {\n $qb = Activity::with(['participants', 'user'])\n ->where('opportunity_id', $criteria->getOpportunityId())\n ->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())\n ->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())\n ->orderBy($criteria->getSortBy(), $criteria->getSortDirection())\n ;\n\n // Should we filter activities by criteria? It's intended to filter deals.\n\n return $qb->get()->all();\n }\n\n public function getStages(CriteriaInterface $criteria): array\n {\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('id', 'label', 'sequence')\n ->from('stages', 's')\n ->where('crm_configuration_id = :crm_configuration_id')\n ->andWhere('type = :type')\n ->orderBy('sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())\n ->setParameter('type', Stage::TYPE_OPPORTUNITY);\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $result[$row['id']] = [\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n public function getConfigurationStages(Configuration $configuration): Collection\n {\n return $configuration\n ->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get();\n }\n\n public function getPipelineData(Configuration $crm): array\n {\n $qb = new QueryBuilder($this->connection);\n $provider = $crm->provider;\n\n $qb\n ->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')\n ->from('stages', 's')\n ->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')\n ->where('s.crm_configuration_id = :crm_configuration_id')\n ->andWhere('s.type = :type')\n ->orderBy('bps.business_process_id', 'ASC')\n ->addOrderBy('s.sequence', 'ASC')\n\n ->setParameter('crm_configuration_id', $crm->id)\n ->setParameter('type', Stage::TYPE_OPPORTUNITY)\n ;\n\n $result = [];\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];\n $result[$row['pipeline_id']][] = [\n 'value' => $value,\n 'label' => $row['label'],\n 'sequence' => $row['sequence'],\n ];\n }\n\n return $result;\n }\n\n private function createQueryBuilder(string $realm): QueryBuilder\n {\n return (new QueryBuilder($this->connection))\n ->setRealm($realm)\n ->from('opportunities', 'opp')\n ->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')\n ->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')\n ->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')\n ;\n }\n\n /**\n * Applies all applicable visitors and returns the IDs of the executed ones\n *\n * @return string[]\n */\n private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array\n {\n $queryVisitors = [];\n\n foreach ($this->visitors as $visitor) {\n if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {\n $visitor->visit($queryBuilder, $criteria);\n\n $queryVisitors[] = $visitor->getIdentifier();\n }\n }\n\n return $queryVisitors;\n }\n\n private function hydrateStages(array $deals): array\n {\n foreach ($this->fetchStages(array_keys($deals)) as $stage) {\n $oppId = (int) $stage['opportunity_id'];\n\n if (! isset($deals[$oppId])) {\n continue; // or throw??!\n }\n\n $deals[$oppId]['stages'][] = [\n 'id' => $stage['stage_id'],\n 'name' => $stage['label'],\n 'enteredAt' => $stage['created_at'],\n ];\n }\n\n return $deals;\n }\n\n /**\n * @param int[] $dealIds\n */\n private function fetchStages(array $dealIds): array\n {\n if (empty($dealIds)) {\n return [];\n }\n\n $qb = new QueryBuilder($this->connection);\n\n $qb\n ->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')\n ->from('opportunity_stages', 'os')\n ->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')\n ->where($qb->expr()->in('os.opportunity_id', $dealIds))\n ->orderBy('os.opportunity_id', 'ASC')\n ->addOrderBy('s.created_at', 'ASC')\n ;\n\n return $qb->executeQuery()->fetchAllAssociative();\n }\n\n private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array\n {\n $result = [];\n\n foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {\n $data = [\n 'uuid' => RequiresUUID::toNormal($row['uuid']),\n 'name' => $row['name'],\n 'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),\n 'account' => [\n 'name' => $row['acc_name'],\n 'url' => $crmService->generateProviderUrl(\n providerId: $row['acc_provider_id'],\n objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'\n ),\n ],\n 'owner' => null,\n 'rawValue' => [\n 'amount' => (float) $row['value'],\n 'currency' => $row['currency_code'],\n ],\n 'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),\n 'openDate' => $row['remotely_created_at'] ?? null,\n 'closeDate' => $row['close_date'] ?? null,\n 'stages' => [],\n 'currentPipelineId' => $row['pipeline_id'],\n 'currentStage' => [\n 'id' => $row['stage_id'],\n 'enteredAt' => $row['stage_updated_at'],\n ],\n 'currentStageUpdatedAt' => $row['stage_updated_at'],\n 'isClosed' => (bool) $row['is_closed'],\n 'isWon' => (bool) $row['is_won'],\n ];\n\n if (isset($row['owner_uuid'])) {\n $data['owner'] = [\n 'uuid' => RequiresUUID::toNormal($row['owner_uuid']),\n 'name' => $row['owner_name'],\n 'photoUrl' => $row['owner_photo'] === null\n ? null\n : client_cdn($row['owner_photo'], $team),\n 'id' => $row['owner_id'],\n 'job' => $row['owner_job'],\n ];\n }\n\n $result[(int) $row['opp_id']] = $data;\n }\n\n return $this->hydrateStages($result);\n }\n\n private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder\n {\n $qb = clone $queryBuilder;\n $qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');\n\n $qb\n ->select(...[\n 'opp.id as opp_id',\n 'opp.uuid',\n 'opp.name',\n 'opp.value',\n 'opp.currency_code',\n 'opp.close_date',\n 'opp.remotely_created_at',\n 'opp.is_closed',\n 'opp.is_won',\n ])\n ->addSelect(...[\n 'usr.uuid as owner_uuid',\n 'usr.name AS owner_name',\n 'usr.photo_path as owner_photo',\n 'usr.id AS owner_id',\n 'jt.name as owner_job',\n ])\n ->addSelect('opp.stage_id', 'opp.stage_updated_at')\n ->addSelect(...[\n 'acc.name AS acc_name',\n 'acc.is_internal as acc_is_internal',\n 'opp.stage_updated_at',\n 'acc.crm_provider_id AS acc_provider_id',\n 'opp.crm_provider_id AS opp_provider_id',\n ])\n ->addSelect('rt.business_process_id AS pipeline_id')\n\n ->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users\n ->andWhere($qb->expr()->isNull('opp.deleted_at'));\n\n return $qb;\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws SocialAccountTokenInvalidException\n */\n private function getCrmService(Team $team): ServiceInterface\n {\n $crmService = $this->providerRegistry->get($team->crm->provider);\n $crmService->setConfiguration($team->crm);\n if ($crmService instanceof UrlGeneratorInterface) {\n $crmService->setCrmUrlGenerator($team->crm);\n }\n\n return $crmService;\n }\n\n /**\n *\n * @return Generator<DealData>\n */\n public function getForecastData(DealsFilter $filter): Generator\n {\n $opportunities = DB::query()\n ->select([\n 'o.value',\n 'o.close_date',\n 'o.currency_code',\n 'o.is_won',\n 'o.is_closed',\n 'o.probability',\n 'o.forecast_category',\n ])\n ->from('opportunities', 'o')\n ->join('users', 'users.id', '=', 'o.user_id')\n ->join('groups', 'groups.id', '=', 'users.group_id')\n ->where('users.team_id', $filter->getTeam()->getId())\n ->where('o.close_date', '>=', $filter->getStartDate())\n ->where('o.close_date', '<=', $filter->getEndDate())\n ->where('o.currency_code', $filter->getCurrency())\n ->where('o.deleted_at', '=', null)\n ;\n\n $userUuidList = $filter->getUserUuidList();\n if (! empty($userUuidList)) {\n $userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);\n\n $opportunities->whereIn('users.uuid', $userUuidList);\n }\n\n $groupUuidList = $filter->getGroupUuidList();\n if (! empty($groupUuidList)) {\n $groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);\n\n $opportunities->whereIn('groups.uuid', $groupUuidList);\n }\n\n foreach ($opportunities->cursor() as $row) {\n yield new DealData(\n (float) $row->value,\n $row->close_date,\n ! empty($row->is_won),\n ! empty($row->is_closed),\n $row->probability ?: 0,\n $row->forecast_category ?: '',\n );\n }\n }\n\n public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection\n {\n return $user->subscriptionSets()\n ->where(static function (Eloquent\\Builder $query): void {\n $query\n ->whereNull('expired_at')\n ->orWhere('expired_at', '>=', now());\n })\n ->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {\n $join\n ->on('subscription_set_id', '=', 'activity_subscription_sets.id');\n $join\n ->where('followable_type', Models\\Activity\\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)\n ->whereIn('followable_id', $opportunityIds);\n })\n ->pluck('followable_id');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20157-AJ-report-not-se Project: faVsco.js, menu
JY-20157-AJ-report-not-send-notification, menu
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<?php
declare(strict_types=1);
namespace Jiminny\Repositories;
use Carbon\CarbonImmutable;
use Illuminate\Database\Eloquent\Builder;
use Illuminate\Support\Carbon;
use Illuminate\Database\Eloquent\Collection;
use Illuminate\Pagination\LengthAwarePaginator;
use Illuminate\Support\Facades\DB;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSort;
use Jiminny\Services\Kiosk\AutomatedReports\ReportSortDirection;
class AutomatedReportsRepository
{
/**
* Create a new automated report
*
* @param array $data
*
* @return AutomatedReport
*/
public function create(array $data): AutomatedReport
{
return AutomatedReport::create($data);
}
/**
* Find an automated report by UUID
*
* @param string $uuid
*
* @return AutomatedReport|null
*/
public function findByUuid(string $uuid): ?AutomatedReport
{
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($uuid))->first();
}
public function findByIdOrUuid(string $idOrUuid): ?AutomatedReport
{
if (is_numeric($idOrUuid)) {
return AutomatedReport::find((int) $idOrUuid);
}
return AutomatedReport::where('uuid', AutomatedReport::toOptimized($idOrUuid))->first();
}
/**
* Retrieve all standard (non-Ask Jiminny) automated reports.
*
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAllStandardReports(
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->whereNot('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->get();
}
/**
* Retrieve all Ask Jiminny reports created by the given user.
*
* @param User $user The user whose reports to retrieve.
* @param string $sortColumn The column to sort by. Allowed values: 'created_by', 'created_at'. Defaults to 'created_at'.
* @param string $sortDirection The sort direction. Allowed values: 'asc', 'desc'. Defaults to 'desc'.
*
* @return Collection<AutomatedReport>
*/
public function getAskJiminnyReportsByUser(
User $user,
string $sortColumn = 'created_at',
string $sortDirection = 'desc'
): Collection {
return $this->buildSortedQuery($sortColumn, $sortDirection)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->where('created_by', $user->getId())
->get();
}
private function buildSortedQuery(string $sortColumn, string $sortDirection): \Illuminate\Database\Eloquent\Builder
{
$allowedColumns = ['created_by', 'created_at'];
if (! in_array($sortColumn, $allowedColumns)) {
$sortColumn = 'created_at';
}
$sortDirection = strtolower($sortDirection) === 'asc' ? 'asc' : 'desc';
$query = AutomatedReport::query()->with(['creator', 'team']);
if ($sortColumn === 'created_by') {
$query->leftJoin('users', 'users.id', '=', 'automated_reports.created_by')
->orderByRaw("users.name COLLATE utf8mb4_unicode_ci {$sortDirection}")
->select('automated_reports.*');
} else {
$query->orderBy($sortColumn, $sortDirection);
}
return $query;
}
/**
* Get all active Ask Jiminny reports whose expiry date has passed.
*
* @return Collection<AutomatedReport>
*/
public function getExpiredActiveAskJiminnyReports(): Collection
{
return AutomatedReport::where('status', true)
->where('type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereNotNull('expires_at')
->where('expires_at', '<', now()->toDateString())
->get();
}
/**
* Get all active and enabled reports with active teams for the specified frequency.
*
* @param string $frequency
*
* @return Collection<AutomatedReport>
*/
public function getActiveReportsByFrequency(string $frequency): Collection
{
return AutomatedReport::where('automated_reports.status', true)
->where('automated_reports.frequency', $frequency)
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->where('teams.status', Team::STATUS_ACTIVE)
->where(function ($query) {
$query->whereNull('automated_reports.expires_at')
->orWhere('automated_reports.expires_at', '>=', now()->toDateString());
})
->select('automated_reports.*')
->get();
}
/**
* Update an automated report
*
* @param AutomatedReport $report
* @param array $data
*
* @return AutomatedReport
*/
public function update(AutomatedReport $report, array $data): AutomatedReport
{
$report->update($data);
return $report;
}
/**
* Create a new automated report result.
*
* @param array $data The data to create the automated report result with.
*
* @return AutomatedReportResult The newly created automated report result.
*/
public function createResult(array $data): AutomatedReportResult
{
return AutomatedReportResult::create($data);
}
/**
* Find an automated report result by UUID.
*
* @param string $uuid The UUID to find the automated report result with.
*
* @return AutomatedReportResult|null The automated report result if found, otherwise null.
*/
public function findResultByUuid(string $uuid): ?AutomatedReportResult
{
return AutomatedReportResult::where('uuid', AutomatedReportResult::toOptimized($uuid))->first();
}
public function findResultByUuidForUser(string $uuid, User $user): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('uuid', AutomatedReportResult::toOptimized($uuid))
->whereHas('report', static function ($query) use ($user): void {
$query->where('team_id', $user->getTeamId())
->where('created_by', $user->getId());
})
->first();
}
public function findChildResult(AutomatedReportResult $result, string $type): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('parent_id', $result->getId())
->where('media_type', $type)
->first();
}
public function findLatestDefaultOrFailedResult(AutomatedReport $report): ?AutomatedReportResult
{
return AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
->latest()
->first();
}
public function getGeneratedNotSentResults(): Collection
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNull('sent_at')
->where('status', AutomatedReportResult::STATUS_GENERATED)
->whereHas('report')
->with('report')
->get();
}
public function getPaginatedUserReports(
User $user,
ReportSort $sort,
ReportSortDirection $sortDirection,
int $resultsPerPage,
int $page,
?Carbon $fromDate,
?Carbon $toDate,
array $teamIds,
array $reportTypes,
?string $name,
): LengthAwarePaginator {
$query = AutomatedReportResult::query()
->whereNotNull('automated_report_results.generated_at')
->join('automated_reports', 'automated_report_results.report_id', '=', 'automated_reports.id')
->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))
->orderByRaw("$sort->value COLLATE utf8mb4_unicode_ci {$sortDirection->value}")
->select('automated_report_results.*')
->with('report.team');
if ($fromDate !== null && $toDate !== null) {
$query->whereBetween('generated_at', [$fromDate, $toDate]);
}
if (! empty($teamIds)) {
$query->where(function ($q) use ($teamIds) {
foreach ($teamIds as $id) {
$q->orWhereJsonContains('automated_reports.groups', $id);
}
});
}
if (! empty($reportTypes)) {
$query->whereIn('automated_reports.type', $reportTypes);
}
if (! empty($name)) {
$query->whereLike('name', "%$name%");
}
return $query->paginate($resultsPerPage, ['*'], 'page', $page);
}
public function countUserReports(User $user): int
{
return AutomatedReportResult::query()
->whereNotNull('generated_at')
->whereNotNull('sent_at')
->whereHas('report', function ($q) use ($user) {
$q->where('team_id', $user->getTeamId())
->whereJsonContains('recipients->users', $user->getId());
})
->count();
}
/**
* Restrict a query on the automated_reports table to reports the given user is allowed to see.
*
* Matches the customer-facing audience:
* - explicit user recipients (recipients.users)
* - members of any of the report's groups (Ask Jiminny reports)
*/
private function applyUserAccessScope(Builder $query, User $user): void
{
$userId = $user->getId();
$groupId = $user->getGroupId();
$query
->where('automated_reports.team_id', $user->getTeamId())
->where(function (Builder $q) use ($userId, $groupId): void {
$q->whereJsonContains('automated_reports.recipients->users', $userId);
if ($groupId !== null) {
$q->orWhere(function (Builder $sub) use ($groupId): void {
$sub->where('automated_reports.type', AutomatedReportsService::TYPE_ASK_JIMINNY)
->whereJsonContains('automated_reports.groups', $groupId);
});
}
});
}
/**
* Get report IDs for a specific team
*
* @param Team $team
*
* @return \Illuminate\Support\Collection
*/
public function getReportIdsByTeam(Team $team): \Illuminate\Support\Collection
{
return AutomatedReport::where('team_id', $team->getId())->pluck('id');
}
/**
* Get all reports for a specific team
*
* @param Team $team
*
* @return Collection
*/
public function getReportsByTeam(Team $team): Collection
{
return AutomatedReport::where('team_id', $team->getId())->get();
}
/**
* Get all report results for a specific report
*
* @param AutomatedReport $report
*
* @return Collection
*/
public function getResultsByReport(AutomatedReport $report): Collection
{
return $this->getResultsByReportQuery($report)->get();
}
public function getResultsByReportQuery(AutomatedReport $report): Builder
{
return AutomatedReportResult::where('report_id', $report->getId());
}
public function getReportResultsQueryForRetention(Team $team, CarbonImmutable $retentionDate): Builder
{
$reportIds = $this->getReportIdsByTeam($team);
return AutomatedReportResult::query()->whereIn('report_id', $reportIds)
->whereRaw('IFNULL(generated_at, created_at) <= ?', [$retentionDate]);
}
/**
* @param int|null $teamId Optional team ID to filter results
*
* @return \Illuminate\Support\Collection<int, int> Collection of team IDs
*/
public function getTeamIdsWithReportsResults(?int $teamId = null): \Illuminate\Support\Collection
{
$query = DB::table('automated_reports')
->join('teams', 'automated_reports.team_id', '=', 'teams.id')
->select('teams.id')
->distinct();
if ($teamId !== null) {
$query->where('teams.id', $teamId);
}
return $query->pluck('teams.id');
}
}
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<?php
declare(strict_types=1);
namespace Jiminny\Component\DealInsights;
use Doctrine\DBAL\Connection;
use Generator;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\DB;
use Jiminny\Component\DealInsights\Forecast\DealData;
use Jiminny\Component\DealInsights\Forecast\DealsFilter;
use Jiminny\Component\DealInsights\QueryBuilder\QueryBuilder;
use Jiminny\Component\DealInsights\QueryBuilder\Visitor\QueryBuilderVisitorInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Models;
use Jiminny\Services\Crm\IntegrationApp\DTO\Utils\UrlGeneratorInterface;
use Jiminny\Services\Crm\ProviderRegistry;
use Jiminny\Traits\RequiresUUID;
use Illuminate\Database\Query\Builder;
use Illuminate\Database\Eloquent;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
class DealsRepository implements DealsRepositoryInterface
{
private Connection $connection;
private ProviderRegistry $providerRegistry;
/**
* @var QueryBuilderVisitorInterface[]
*/
private array $visitors = [];
/**
* @param QueryBuilderVisitorInterface[] $visitors
*/
public function __construct(Connection $connection, ProviderRegistry $crmProviderRegistry, array $visitors = [])
{
$this->connection = $connection;
$this->providerRegistry = $crmProviderRegistry;
foreach ($visitors as $visitor) {
$this->visitors[$visitor->getIdentifier()] = $visitor;
}
}
public function getDeals(CriteriaInterface $criteria): array
{
$context = $criteria->getContext();
$team = $context->getTeam();
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$this->visit($qb, $criteria);
return $this->execute($team, $crmService, $qb);
}
public function getDeal(Team $team, int $id): array
{
$crmService = $this->getCrmService($team);
$qb = $this->createQueryBuilder(QueryBuilder::REALM_DEALS);
$qb = $this->getSearchSelectAndWhereClauses($qb);
$qb->andWhere('opp.id = :id')->setParameter('id', $id);
return $this->execute($team, $crmService, $qb);
}
public function getCrmFieldData(array $crmFields, int $crmId, array $opportunityIds = [])
{
$qb = new QueryBuilder($this->connection);
$qb
->select('f.id', 'f.crm_provider_id AS field_name', 'f.label', 'fd.object_id AS dealId', 'fd.value')
->from('crm_fields', 'f')
->join('f', 'crm_field_data', 'fd', 'fd.crm_field_id = f.id')
->where('f.crm_configuration_id = :crm')
->andWhere('f.object_type = :type')
->andWhere('fd.object_id IN (' . implode(',', $opportunityIds) . ')')
->orderBy('fd.object_id', 'ASC')
->addOrderBy('fd.updated_at', 'ASC')
->setParameter('type', Field::OBJECT_OPPORTUNITY)
->setParameter('crm', $crmId)
;
if (! empty($crmFields)) {
$fields = array_map(fn ($value): string => '"' . $value . '"', $crmFields);
$qb->andWhere('f.crm_provider_id IN (' . implode(',', $fields) . ')');
}
return $qb->executeQuery()->fetchAllAssociative();
}
public function getTotalsInDefaultCurrency(CriteriaInterface $criteria): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAssociative();
}
public function getTotals(CriteriaInterface $criteria, string $defaultCurrency): array
{
$qb = $this->createQueryBuilder(QueryBuilder::REALM_TOTALS);
$qb
->select('COALESCE(opp.currency_code, "' . $defaultCurrency . '") AS currency')
->addSelect('SUM(opp.value) as total')
->addSelect('count(*) as `count`')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not include deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'))
->groupBy('currency')
;
$this->visit($qb, $criteria);
return $qb->executeQuery()->fetchAllAssociative();
}
public function getDealActivities(CriteriaInterface $criteria): array
{
$qb = Activity::with(['participants', 'user'])
->where('opportunity_id', $criteria->getOpportunityId())
->whereDate('actual_start_time', '>=', $criteria->getPeriod()->getStartDate())
->whereDate('actual_start_time', '<=', $criteria->getPeriod()->getEndDate())
->orderBy($criteria->getSortBy(), $criteria->getSortDirection())
;
// Should we filter activities by criteria? It's intended to filter deals.
return $qb->get()->all();
}
public function getStages(CriteriaInterface $criteria): array
{
$qb = new QueryBuilder($this->connection);
$qb
->select('id', 'label', 'sequence')
->from('stages', 's')
->where('crm_configuration_id = :crm_configuration_id')
->andWhere('type = :type')
->orderBy('sequence', 'ASC')
->setParameter('crm_configuration_id', $criteria->getContext()->getTeam()->getCrmConfiguration()->getId())
->setParameter('type', Stage::TYPE_OPPORTUNITY);
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$result[$row['id']] = [
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
public function getConfigurationStages(Configuration $configuration): Collection
{
return $configuration
->stages()
->where('type', Stage::TYPE_OPPORTUNITY)
->get();
}
public function getPipelineData(Configuration $crm): array
{
$qb = new QueryBuilder($this->connection);
$provider = $crm->provider;
$qb
->select('s.label', 's.crm_provider_id', 's.sequence', 'bps.business_process_id AS pipeline_id')
->from('stages', 's')
->join('s', 'business_process_stages', 'bps', 's.id=bps.stage_id')
->where('s.crm_configuration_id = :crm_configuration_id')
->andWhere('s.type = :type')
->orderBy('bps.business_process_id', 'ASC')
->addOrderBy('s.sequence', 'ASC')
->setParameter('crm_configuration_id', $crm->id)
->setParameter('type', Stage::TYPE_OPPORTUNITY)
;
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$value = $provider === Configuration::PROVIDER_SALESFORCE ? $row['label'] : $row['crm_provider_id'];
$result[$row['pipeline_id']][] = [
'value' => $value,
'label' => $row['label'],
'sequence' => $row['sequence'],
];
}
return $result;
}
private function createQueryBuilder(string $realm): QueryBuilder
{
return (new QueryBuilder($this->connection))
->setRealm($realm)
->from('opportunities', 'opp')
->leftJoin('opp', 'record_types', 'rt', 'opp.record_type_id = rt.id')
->leftJoin('opp', 'users', 'usr', 'opp.user_id = usr.id')
->leftJoin('opp', 'accounts', 'acc', 'opp.account_id = acc.id')
;
}
/**
* Applies all applicable visitors and returns the IDs of the executed ones
*
* @return string[]
*/
private function visit(QueryBuilder $queryBuilder, CriteriaInterface $criteria): array
{
$queryVisitors = [];
foreach ($this->visitors as $visitor) {
if ($visitor->isSatisfiedBy($criteria, $queryBuilder->getRealm())) {
$visitor->visit($queryBuilder, $criteria);
$queryVisitors[] = $visitor->getIdentifier();
}
}
return $queryVisitors;
}
private function hydrateStages(array $deals): array
{
foreach ($this->fetchStages(array_keys($deals)) as $stage) {
$oppId = (int) $stage['opportunity_id'];
if (! isset($deals[$oppId])) {
continue; // or throw??!
}
$deals[$oppId]['stages'][] = [
'id' => $stage['stage_id'],
'name' => $stage['label'],
'enteredAt' => $stage['created_at'],
];
}
return $deals;
}
/**
* @param int[] $dealIds
*/
private function fetchStages(array $dealIds): array
{
if (empty($dealIds)) {
return [];
}
$qb = new QueryBuilder($this->connection);
$qb
->select('os.opportunity_id', 's.id AS stage_id', 's.label', 's.created_at')
->from('opportunity_stages', 'os')
->leftJoin('os', 'stages', 's', 'os.stage_id=s.id')
->where($qb->expr()->in('os.opportunity_id', $dealIds))
->orderBy('os.opportunity_id', 'ASC')
->addOrderBy('s.created_at', 'ASC')
;
return $qb->executeQuery()->fetchAllAssociative();
}
private function execute(Team $team, ServiceInterface $crmService, QueryBuilder $qb): array
{
$result = [];
foreach ($qb->executeQuery()->fetchAllAssociative() as $row) {
$data = [
'uuid' => RequiresUUID::toNormal($row['uuid']),
'name' => $row['name'],
'url' => $crmService->generateProviderUrl($row['opp_provider_id'], 'opportunity'),
'account' => [
'name' => $row['acc_name'],
'url' => $crmService->generateProviderUrl(
providerId: $row['acc_provider_id'],
objectType: $row['acc_is_internal'] ? 'internal-account' : 'account'
),
],
'owner' => null,
'rawValue' => [
'amount' => (float) $row['value'],
'currency' => $row['currency_code'],
],
'value' => formatOpportunityValue((float) $row['value'], $row['currency_code']),
'openDate' => $row['remotely_created_at'] ?? null,
'closeDate' => $row['close_date'] ?? null,
'stages' => [],
'currentPipelineId' => $row['pipeline_id'],
'currentStage' => [
'id' => $row['stage_id'],
'enteredAt' => $row['stage_updated_at'],
],
'currentStageUpdatedAt' => $row['stage_updated_at'],
'isClosed' => (bool) $row['is_closed'],
'isWon' => (bool) $row['is_won'],
];
if (isset($row['owner_uuid'])) {
$data['owner'] = [
'uuid' => RequiresUUID::toNormal($row['owner_uuid']),
'name' => $row['owner_name'],
'photoUrl' => $row['owner_photo'] === null
? null
: client_cdn($row['owner_photo'], $team),
'id' => $row['owner_id'],
'job' => $row['owner_job'],
];
}
$result[(int) $row['opp_id']] = $data;
}
return $this->hydrateStages($result);
}
private function getSearchSelectAndWhereClauses(QueryBuilder $queryBuilder): QueryBuilder
{
$qb = clone $queryBuilder;
$qb->leftJoin('usr', 'job_titles', 'jt', 'usr.job_title_id = jt.id');
$qb
->select(...[
'opp.id as opp_id',
'opp.uuid',
'opp.name',
'opp.value',
'opp.currency_code',
'opp.close_date',
'opp.remotely_created_at',
'opp.is_closed',
'opp.is_won',
])
->addSelect(...[
'usr.uuid as owner_uuid',
'usr.name AS owner_name',
'usr.photo_path as owner_photo',
'usr.id AS owner_id',
'jt.name as owner_job',
])
->addSelect('opp.stage_id', 'opp.stage_updated_at')
->addSelect(...[
'acc.name AS acc_name',
'acc.is_internal as acc_is_internal',
'opp.stage_updated_at',
'acc.crm_provider_id AS acc_provider_id',
'opp.crm_provider_id AS opp_provider_id',
])
->addSelect('rt.business_process_id AS pipeline_id')
->where($qb->expr()->isNotNull('opp.user_id')) // we should not display deals owned by external users
->andWhere($qb->expr()->isNull('opp.deleted_at'));
return $qb;
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws SocialAccountTokenInvalidException
*/
private function getCrmService(Team $team): ServiceInterface
{
$crmService = $this->providerRegistry->get($team->crm->provider);
$crmService->setConfiguration($team->crm);
if ($crmService instanceof UrlGeneratorInterface) {
$crmService->setCrmUrlGenerator($team->crm);
}
return $crmService;
}
/**
*
* @return Generator<DealData>
*/
public function getForecastData(DealsFilter $filter): Generator
{
$opportunities = DB::query()
->select([
'o.value',
'o.close_date',
'o.currency_code',
'o.is_won',
'o.is_closed',
'o.probability',
'o.forecast_category',
])
->from('opportunities', 'o')
->join('users', 'users.id', '=', 'o.user_id')
->join('groups', 'groups.id', '=', 'users.group_id')
->where('users.team_id', $filter->getTeam()->getId())
->where('o.close_date', '>=', $filter->getStartDate())
->where('o.close_date', '<=', $filter->getEndDate())
->where('o.currency_code', $filter->getCurrency())
->where('o.deleted_at', '=', null)
;
$userUuidList = $filter->getUserUuidList();
if (! empty($userUuidList)) {
$userUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $userUuidList);
$opportunities->whereIn('users.uuid', $userUuidList);
}
$groupUuidList = $filter->getGroupUuidList();
if (! empty($groupUuidList)) {
$groupUuidList = array_map(fn ($uuid) => RequiresUUID::toOptimized($uuid), $groupUuidList);
$opportunities->whereIn('groups.uuid', $groupUuidList);
}
foreach ($opportunities->cursor() as $row) {
yield new DealData(
(float) $row->value,
$row->close_date,
! empty($row->is_won),
! empty($row->is_closed),
$row->probability ?: 0,
$row->forecast_category ?: '',
);
}
}
public function getUserOpportunitySubscriptions(User $user, array $opportunityIds): Collection
{
return $user->subscriptionSets()
->where(static function (Eloquent\Builder $query): void {
$query
->whereNull('expired_at')
->orWhere('expired_at', '>=', now());
})
->join('activity_subscriptions', function (Builder $join) use ($opportunityIds) {
$join
->on('subscription_set_id', '=', 'activity_subscription_sets.id');
$join
->where('followable_type', Models\Activity\Subscription::FOLLOWABLE_TYPE_OPPORTUNITY)
->whereIn('followable_id', $opportunityIds);
})
->pluck('followable_id');
}
}
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 3:12:15 PM
3:12 PM
да, тогава ако е празно ще пратим email че няма нищо, и в понеделник за неделя
Aneliya Angelova
Yesterday at 3:12:40 PM
3:12 PM
да
Yesterday at 3:12:42 PM
3:12
оки
Lukas Kovalik
Yesterday at 3:13:19 PM
3:13 PM
може би тогава само без weekend
Aneliya Angelova
Yesterday at 3:14:51 PM
3:14 PM
Галя обмисля следния вариант - само за дейли репорта ако е събота и неделя да не прави нищо, а в понеделник да генерира за петък
Yesterday at 3:14:56 PM
3:14
това дали може да стане
Nikolay Yankov
Yesterday at 3:16:07 PM
3:16 PM
Това е добра идея
Lukas Kovalik
Yesterday at 3:17:04 PM
3:17 PM
може да
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Aneliya Angelova
Today at 10:00:12 AM
10:00 AM
Лукаш ако трябва ръчно да се рерънне за клиент - с тази команда ще се случва нали? Няма друг начин?
(edited)
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Today at 10:00:44 AM
10:00
питам заради седмичния период
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Today at 10:01:15 AM
10:01
дали не е по-добре периода да бъде понеделник-неделя на предходната седмица, когато се рънва ръчно
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Lukas Kovalik
Today at 10:08:37 AM
10:08 AM
хм да
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Aneliya Angelova
Today at 10:08:44 AM
10:08 AM
за да мимикира точно както е автоматичното генериране на репорта - може ли да е за фиксирана седмица назад
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Today at 10:08:57 AM
10:08
филтъра и това което се изписва във пдфа
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Lukas Kovalik
Today at 10:09:09 AM
10:09 AM
и аз се чудих, то за това с получи разминаване
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Today at 10:10:26 AM
10:10
PDF мисля че беше 7 дни на зад и activity бяха от понеделник до неделя
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реално ако се пуска от крон йоб трябва да е
реално ако се пуска от крон йоб трябва да е
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 3:12:15 PM
3:12 PM
да, тогава ако е празно ще пратим email че няма нищо, и в понеделник за неделя
Aneliya Angelova
Yesterday at 3:12:40 PM
3:12 PM
да
Yesterday at 3:12:42 PM
3:12
оки
Lukas Kovalik
Yesterday at 3:13:19 PM
3:13 PM
може би тогава само без weekend
Aneliya Angelova
Yesterday at 3:14:51 PM
3:14 PM
Галя обмисля следния вариант - само за дейли репорта ако е събота и неделя да не прави нищо, а в понеделник да генерира за петък
Yesterday at 3:14:56 PM
3:14
това дали може да стане
Nikolay Yankov
Yesterday at 3:16:07 PM
3:16 PM
Това е добра идея
Lukas Kovalik
Yesterday at 3:17:04 PM
3:17 PM
може да
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Aneliya Angelova
Today at 10:00:12 AM
10:00 AM
Лукаш ако трябва ръчно да се рерънне за клиент - с тази команда ще се случва нали? Няма друг начин?
(edited)
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Today at 10:00:44 AM
10:00
питам заради седмичния период
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Today at 10:01:15 AM
10:01
дали не е по-добре периода да бъде понеделник-неделя на предходната седмица, когато се рънва ръчно
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Lukas Kovalik
Today at 10:08:37 AM
10:08 AM
хм да
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Aneliya Angelova
Today at 10:08:44 AM
10:08 AM
за да мимикира точно както е автоматичното генериране на репорта - може ли да е за фиксирана седмица назад
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Today at 10:08:57 AM
10:08
филтъра и това което се изписва във пдфа
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Lukas Kovalik
Today at 10:09:09 AM
10:09 AM
и аз се чудих, то за това с получи разминаване
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Today at 10:10:26 AM
10:10
PDF мисля че беше 7 дни на зад и activity бяха от понеделник до неделя
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реално ако се пуска от крон йоб трябва да е
реално ако се пуска от крон йоб трябва да е
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FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelpUserpilot Introducti... in 1h 20 ml100% 128• Thu 23 Apr 10:10:38meet.google.com/agt-teir-cwt?authuser=lukas.kovalik%40jiminny.comNikolay Yankov (Presenting)9+M Inbox (2:Platform Team %.Q Search boardKADTYOKDEYWPlatiorml800С J-97121 xyService-XQN reportsF Project P.* Font Awe XE DatadogAod parerк hJт-oreolGrok via AzureDescriptionEdit descriptionSubtasksAdd subtaskLinked work itemsAdd linked work itemActivityCan I get more info..?Pro tios press M to dWork logStatus update….Thanks23aço.dev. X3 Pipelines X | E3 Jiminny x(a ArchitecTaskelD DevC uxD Al BookmarkslGroup: QueriesIn Dev v# Improve StoryDetailsCLONE - [Team insights)Filter gets resetautomaticallyAssignee32 Steliyan GeorgievAssign to meReporter3 Steliyan Georgiev05.000Assue witn reconnecuingZohoDevelopmentOpen with VS Code!J Create branch4 commits1 pull request2 bulidsUepoyco"etwolt21"=0[Tech Davl ImprovePop out this videovomponenPlatformLes Mils activity types notpullling inSueetoeAdd optionsLabeisStory point esumaseStefka StoyanovaSteliyan Georgiev4 othersGalya Dimitrova10:10 AM | Daily - PlatformLukas Kovalik24:57Sộ3...
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Aneliya Angelova, Nikolay Yankov, Steliyan Georgie Aneliya Angelova, Nikolay Yankov, Steliyan Georgiev (DM) - Jiminny Inc - 4 new items - Slack...
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FilesLaterMoreSlackcalJiminny...# deal-insights-dev# engineering# frontend# general# infra-changes# jiminny-bg8 people-with-copilo...8 people-with-zoom-.# platform-team# platform-tickets# product launches# random# releases# sofa-office# support# thank-yous# the_people_of jimi...• Direct messagesR?. Stoyan TomovB Aneliya Angelova, ...R.. Nikolay Yankov&. Petko KashinskiP. Aneliya Angelova. Nikolay Nikolovf. Mario Georgiev%: Todor StamatovMistonWindowhelp@ Describe what you are looking for& Aneliya Angelova, ...84• MessagesAdd canvaUr FilesTmkas Kovallk 2.47 pk,•може даTodayvAneliya Angelova 10:00 AMЛукаш ако трябва рьчно да се рерьнне заклиент - с тази команда ще се случва нали.няма друг начин. (edited)•питам заради седмичния периодідали не е по-добре периода да бьдепонеделник-неделя на предходнатаeeawwlr MelwtelesoihriratornCirlolLukas Kovalik 10-08 AMIхм даAneliya Angelova 10.08 AMза да мимикира точно както еаетоматичното генепипане на пепопта -може ли да е за фиксирана седмица назадфилтьоа и това което се изписва във плоа.Lukas Kovallk 10:09 AMи аз се чулих. то за това с получи.разминаванєPDF мисля че беше 7 лни на зад и activitvбяха от понеделник до неделяреално ако се пуска от крон иоо тряова да е ок+ Aa €Shift + Return to add a new ling•..DNew TabAl reports promotion pages by nik• Jy-9712 | Nuges to expire after on8 JiminnyNew Tal& JIMINNY@ For you• RecentI Starred8+ Apps0, Spaces+ ***RecentJiminny (New)+ **•ID Platform TeamWID SE KanbanIID Capture TeamID Enterprise Stability I...Processing Team(4 Service-Desk= More spaces=FiltersDashboards@ Operations2 Confluence: Teams95 Customise sidebar•40 © l Userpilot Introducti... in 1h 20m100% C4a &• Thu 23 Apr 10:10:43ny.aulasslan.netifa/sorware/c/oroecis/sy/ooarass/• Searchi+ CreateASK ROVO 1® Sô @Spaces / Jiminny (New)Platform Team ?+@ Summary& TimelineE Backlog|k''I Active sprints© CalendarReports4 Testing Board # List E Forms E Components % Development ⅘ Code O Security & Releases A) DeploymentsMore 5 +Q Search board000008Epic vType vLabel vQuick filters vComplete sprintGroup: QueriesREADY FOR DEV 4IN DEV 9CODE REVIEW 1BLOCKEDQADEPLOY 8Investigate and tix whvexceed Fontawesomepackage limitsMAINTENANCEReady for DevE.20564 1 86 0000=0Notify a user before the AJReport expiresAJ REPORTSBacklog.JY-20508Uoarade BE libraries - AoMAINTENANCEBackloa|/ JY-19957 1 •e•Sentry Hubspot Rate limitBacklog* JY-20725PO ACCEPTANCEIPart2. Automated reportswith Ask JiminnyAJ REPORTSIn DevAI) (BE) (FE) QA•..18909 8 @0000=*Change forever nudges to1 year expirationCOST-EFFECTIVE AND FASTER NU….Code ReviewD JY-97124.5 87 = 0Delays in CRM SyncPLATFORM STABTUTYIn DevI ..0553 3.5 72 •000=@Rework Nudges - Phase 2the indexed_at periodCOST-EFFECTIVE AND FASTER NU...In Dev[ JY-2048915 •=0AI Reports > Empty pagedesign and promotionAJ REPORTSIIn DevQJY-20372 6 82•=0Send email notificationwhen the report is notaeneratedAJ REPORTSIn Dev[ JY-20157AI Review - @1 - SummarviIAction items/Key PointsGROWTH - MAINTAIN OUR COMP…Evaluation for AI ActivityTypesAUTO-DETECTED ACTIVITY TYPEDeployed[J-19798 l •Prepare fallback with emailfor SSO for "nersistent)name_id_formatREDUCE CHURNClosed[...20632 1 í2 •000=QAJ Panorama> Don't showinternal errors tocustomersASK ANYTHING ON ANYTHINGDeployedProphet*...20278 1 0 •000=1Upgrade Python andlibraries - AprMAINTENANCEDeployedP.19967 10 •000=QCLONE - [Team insights)Filter aets resetautomaticallySUPPORT TICKETSDeployed*4 JY-20681 0.5 82 0000.Issue with reconnecting...
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HomeActivit)Jiminny ... ~# product_launches# randomi releases# sofia-office# support# thank-yous# the people of jimi..A Direct messages(3) Aneliva Angelo..Stoyan TomovNikolay Yankovf Petko Kashinski. Aneliya Angelovae. Nikolay Nikolov# Mario GeorgievSe: Todor StamatovA Gabriela Dureva•. Vasil Vasilev. Galva Dimitrovan Stefka StoyanovaStoyan TanevNikolav Ivanov#:Apps• Toast" Jira CloudINavicateCodeStoyan TomovMessagesAdd canvaur Files& PinsLukas Kovslib c.co.onами не з + 3 new messagesХ и моке би 22тора ми са поасни.но да питай Галя ако иска да сменяваdeal risk трябва да ти каже че сделка е подписк. ако са еключени ссhесued ти няма какда го отвориш и да виждаш, то трябва да еkato nlavbackStoyan Tomov 9:55 AMвсе оше пи глеламе за нови слелки рхъбспот на 30 минути или и това е сwehhooks?Lukas Kovallk 10-12AMлобно утло эми май в воце на 5 мин отStovan Tomoy 10:14 AMто това май важи и за контакти и акаунти.или се бипкам.Lukas Kovallk 10:15 AMna. sunc obiectsStovan Tomov 10:15AMIcvnen nooneMessage Stoyan TomovAaFV faVsco.js°9 JY-20157-AJ-report-not-send-notificatProiect= custom.log= laravel.log© EventServiceProvider.php© HubspotJournalServiceProvider.pAskJminnykeporacuvilyservice.org© HubspotWebhookServiceProvide© JiminnyServiceProvider.php(c) PlanhatServiceProvider.pngAutomatedreporiskepository.ono xpnp api vz.ohp© ProphetHandlerServiceProvider.p© PusherServiceProvider.php29.07.25 Nikolov20,04.26 caudelbot 208© QueueLogServiceProvider.php© QueueStatsdServiceProvider.php© ResponseMacroServiceProvider.r20.04.26 claude[bot)20.04.26 claude[bot]© RouteServiceProvider.phplusage© SsoServiceProvider.php18.08.25 Ivanov3.09.25 Ivanov© UtilServiceProvider.php© AutomatedReportsCommand.phpA SF [jiminny@localhost]-repori-not-generated.dlade.png©) PlannatActivityListener.php# console PRODclass AutomatedreportsRepository416 X721 A Y© DealsRepositorv.php xououc runction tindlatestderau.torrarledresu tAutomatedRenort srevort: Automatedc) ViewercuaroserviceProvider.ono>0 Queue3.09.25v → Repositories4.09.25 Ivanov>Ai4.09.25 Ivanov4.09.25 Ivanov> → AutoScorina› D Calendar4.09.25 Ivanovverm4.09.25 Ivanov4.09.25 Ivanov© AccountRepository.php4.09.25 Ivanov© ContactRepository.php© ContactRoleRepository.php4.09.25 Ivanov4.09.25 Ivanov© CrmConfigurationRepository.p23.10.25 vanov© CrmEntityRepository.php3.09.25© FieldDataRepository.php© FieldRepository.php3.09.25vanov© LayoutEntityRepository.php3.09.25 Ivanov© LayoutRepository.php3.09.25 vanov21.04.26 Kovalik© LeadRepository.php© OpportunityRepository.php73.10.25 Ivanov3.09.25© ProfileRepository.phpIvanov3.09.25Ivanov© RecordTypeFieldValuesReposi© StageRepository.php3.09.25 Ivanov© SyncBatchRepository.php3.09.25 Ivanov> C Geography3.09.25 Ivanov© ActiveStreamsRepositorv.php3.09.25Ivanov© ActivityCommentRepository.php3.09.25 Ivanov© ActivityLoaRepository.php4.09.25 Ivanov© ActivitvMessageRepository.php10.09.25 Ivanov@ActivitvMomentRepositorv.oh3.09.25 Ivanov@ActivitvProviderRepositorv.ohp3.09.25 Ivanov@ActivitvRepositorv.ohn4.09.25 Ivanov@ActivitvSearchFilterRepositorv.oh10.09.25 Ivanov@ ActivitvShareRepositorv.ohn3.09.25 Ivanov© ActivityUploadSettingRepository-i3.09.25 Ivanov23.10.25 Ivanov(C) A'[EMAIL] & console (EUpublic function getGeneratedNotSentResults: Collection(...}— 141=143class I wmA36 ^public function ge$qb = Activity::with(l1 usagepublic function getPaginatedUserReports(146ReportSortReportSortDirection $sortDirectionsresuutsPerPagespage?larbon?larbonstrombatestobateoteamlos.->orderyscriter*-149150_151152// Should we filter acreturn $qb->get()->all154Pstrina Snamel): LenathAwarePaginator {155 Gt > ic function aetStagesiSquerv = AutomatedRevortResult::queruo->whereNotNul column180 @ › 1c function getConfigu'automated_report_results.report_id': 197->where(fn (Builder $q) => $this->applyUserAccessScope($q, $user))›ic function getPipelir->orderßvRaw sas->select( c->with relations: "renort.team'):›ate function creatediif SfromDate le= null && Stolate le= nulb<229Cauenv->wheneRetween colunn: Iaenenated att ICfromlate Ctolateln.pplies all applicablei+(1 emntv(Steamtde))$|232233234return stringl]Squery->where(function ($q) use (SteamIds) {...}):235249,gee funation visitcoueif (! empty(SreportTypes)) {Squery->whereIn( ccaucomaced reporcs.cype, sreportlypes256,3ee funation nudratestif (4 emptv(Sname)){Sauery->wherelike column:"name'.-270param intl] $dealids23.10.25 Ivanov23.10.25 Ivanov9 AutomatedReportsRepository.php@ CallimportRepository.php23.10.25 vanov(C) CoachinaFeedhackRenasitorv nhil3.09.25 Ivanov@ CrmTemnlateFilterRenocitorv nhr 3.09.25 Ivanov› ate function fetchstagreturn Squery->paqnnateSresultsPerPage. '*")..pageName: "page', Spage):userollot Intoductl.. In 1h 10mInu Z3 Aor 10:10.34RequestGenerateAskJiminnyReportJobTest ~+0 ..CascadeAutomated Reports LOusers (explicitelly). For other reports the groups are used for filtering and we should only show results if the user is inThouaht for 24glYou're right. The app lyUserAccessScope logic is actually correct for access control, but countUserReports doesn't match it.Here's the breakdown:Current annivllserAccecsScone (correct)Ask Jiminny: Access via groups OR recipients.users• Non-Ask Jiminny: Access via recipients.users onlycountUserReports (missing aroup access): Onlv checks recipients.users - undercounts for Ask Jiminny users with aroupFix for countllserRenorts!• AutomatedReportsRepository.php:271-281nublic function countllserRenorts(llser Suser)- intlSuserId = $user->getId():SgroupId = $user->getGroupId():returnAutomatedRenortResult:quervl)→wherenas report,function ($q) use (Suser, SuserId, $groupld) {Sa->where"team_id', Suser->qetTeamido)swhere(function (sa)) use (Suserld. Carountd) {if (SgroupId !== null) {$a2->orWhere function Ssub use (Saroupid)Scuh-swhere/Itvne' AutomatedRenortcService:-TYPF_ASK 1TMTNNY->whereJsonContains('groups'. SaroupId):->counto:Regarding the teamIds filter (lines 252-258): This works correctly as a content filter. When users pass ?team []=A, they'refiltering to see reports that include group A in their filter criteria. This is separate from access controlPotential edge case to verify: Non-Ask Jiminny reports with empty groups array won't appear when filtering by specific teamsThis is orobablv intended - if a report filters by "no arouns" it shouldn't show when user asks for "arouo A renorts"The transformer change at line 139 is not okay without this fix - it will show false for users who only have Ask Jiminny accessvia arounsral .Ask anvthing (*4L)C° AdantivePo 4 spac...
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2026-04-23T07:15:39.457692+00:00
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Lukas Kovalik
Yesterday at 5:54:29 PM
5:54 PM
това беше на Том изисване, трябва да ти каже че нямаш среща планирана и съответно сделка умира
Yesterday at 5:55:35 PM
5:55
също като други, имаш само един контакт, няма отговор, няма нищо ново някакво време …
Stoyan Tomov
Yesterday at 5:57:23 PM
5:57 PM
Еми значи трябва нещо да се промени, или от deal risk да се махне това да не може някой да го настрои да гледа за бъдещи срещи, или просто да се включват и scheduled конференции в таймлайна
Lukas Kovalik
Yesterday at 5:59:56 PM
5:59 PM
ами не знам, ровичках се в тях и може би за това ми са поясни
Yesterday at 6:00:29 PM
6:00
но да питай Галя ако иска да сменява
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Yesterday at 6:01:43 PM
6:01
deal risk трябва да ти каже че сделка е под риск, ако са включени scheduled ти няма как да го отвориш и да виждаш, то трябва да е като playback
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Stoyan Tomov
Today at 9:55:24 AM
9:55 AM
добро утро
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Today at 9:56:16 AM
9:56
все още ли гледаме за нови сделки в хъбспот на 30 минути или и това е с webhooks?
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Lukas Kovalik
Today at 10:12:46 AM
10:12 AM
добро утро, ами май е вече на 5 мин от няколко дни
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Stoyan Tomov
Today at 10:14:41 AM
10:14 AM
то това май важи и за контакти и акаунти или се бъркам?
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Lukas Kovalik
Today at 10:15:02 AM
10:15 AM
да, sync objects
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Stoyan Tomov
Today at 10:15:28 AM
10:15 AM
супер добре
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Today at 10:15:48 AM
10:15
опитвах се да намеря инфо в confluence ама май не е писано там за синковете
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Lukas Kovalik
Yesterday at 5:54:29 PM
5:54 PM
това беше на Том изисване, трябва да ти каже че нямаш среща планирана и съответно сделка умира
Yesterday at 5:55:35 PM
5:55
също като други, имаш само един контакт, няма отговор, няма нищо ново някакво време …
Stoyan Tomov
Yesterday at 5:57:23 PM
5:57 PM
Еми значи трябва нещо да се промени, или от deal risk да се махне това да не може някой да го настрои да гледа за бъдещи срещи, или просто да се включват и scheduled конференции в таймлайна
Lukas Kovalik
Yesterday at 5:59:56 PM
5:59 PM
ами не знам, ровичках се в тях и може би за това ми са поясни
Yesterday at 6:00:29 PM
6:00
но да питай Галя ако иска да сменява
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Yesterday at 6:01:43 PM
6:01
deal risk трябва да ти каже че сделка е под риск, ако са включени scheduled ти няма как да го отвориш и да виждаш, то трябва да е като playback
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Stoyan Tomov
Today at 9:55:24 AM
9:55 AM
добро утро
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Today at 9:56:16 AM
9:56
все още ли гледаме за нови сделки в хъбспот на 30 минути или и това е с webhooks?
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Lukas Kovalik
Today at 10:12:46 AM
10:12 AM
добро утро, ами май е вече на 5 мин от няколко дни
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Stoyan Tomov
Today at 10:14:41 AM
10:14 AM
то това май важи и за контакти и акаунти или се бъркам?
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Lukas Kovalik
Today at 10:15:02 AM
10:15 AM
да, sync objects
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Stoyan Tomov
Today at 10:15:28 AM
10:15 AM
супер добре
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Today at 10:15:48 AM
10:15
опитвах се да намеря инфо в confluence ама май не е писано там за синковете
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Home1889FilesLateMoreSlackVIewmistonWindowhelt@ Describe what you are looking forJiminny ...# product_launches# randomi releases# sofia-office# support# thank-yous# the people of jimi..A Direct messagesStoyan Tomov3 Aneliya Angelova, ...Nikolay Yankovf Petko Kashinski. Aneliya Angelovae. Nikolay Nikolov8 Mario GeorgievSe: Todor StamatovA Gabriela Dureva•. Vasil Vasilev. Galva Dimitrovan Stefka StoyanovaStoyan TanevNikolav Ivanov#:Apps® Toast" Jira CloudStoyan TomovMessagesAdd canvaUr FilesMorevно да питайда сменяваdeal risk трябва да ти каже че сделка е подписк. ако са включени scheduled ти няма как.да го отвориш и да виждаш, то трябва да еKaтo playbackStoyan Tomov 9:55 AMnоб0о УТрOвсе още ли гледаме за нови сделки вхъбспот на 30 минути или и това е сwehhaaks?uukas Kovallk 10-12 AMIдобро утро, ами май е вече на 5 мин отНЯКОЛКО ДНИStovan llomov 10-14AMто това май важи и за контакти и зкаvнти.или се біокам?Lukas Kovallk 10:15 AMna sune obiecteStovan Tomov 10:15 ANсvnen лобоеопитвах се ла намеря инфо в contllence амамай не е писано там за синковетеMessafe Stovan TomovFV faVsco.js°9 JY-20157-AJ-report-not-send-notificatProject= custom.log= laravel.log© EventServiceProvider.php© HubspotJournalServiceProvider.p© HubspotWebhookServiceProvide© JiminnyServiceProvider.php(c) PlanhatServiceProvider.png© ProphetHandlerServiceProvider.p© PusherServiceProvider.php© QueueLogServiceProvider.php© QueueStatsdServiceProvider.php© ResponseMacroServiceProvider.r© RouteServiceProvider.php© SsoServiceProvider.php© UtilServiceProvider.phpAskJminnykeporacuvilyservice.org© AutomatedReportsCommand.phpA SF [jiminny@localhost]• repori-not-gen.©) PlannatActivityListener.php# console PRODAutomatedreporiskepository.ono xpnp api vz.ohp29.07.25 NIkolov3.09.2523.10.25 Ivanov23.10.25 Ivanov23.10.25 Ivanov3.09,25vanov3.09.25 vanov3.09.25 Ivanovclass AutomatedreportsRepositorynuouc runction cetpacnateduserRevortsSquery->whereL1ke416 X781A© DealsRepository.php x"%5namex");& console (EU4console [STAGING)'page', Soage):-141=143A36 ^public function ge$qb = Activity::with(lc) ViewercuaroserviceProvider.ono>0 Queuev → Repositories>Ai> → AutoScorina› D Calendarverm© AccountRepository.php© ContactRepository.php© ContactRoleRepository.php© CrmConfigurationRepository.p© CrmEntityRepository.php© FieldDataRepository.php© FieldRepository.php© LayoutEntityRepository.php© LayoutRepository.php© LeadRepository.php© OpportunityRepository.php© ProfileRepository.php© RecordTypeFieldValuesReposi© StageRepository.php© SyncBatchRepository.php> C Geography© ActiveStreamsRepositorv.php© ActivityCommentRepository.php© ActivityLoaRepository.pho© [EMAIL]©[EMAIL]@ActivitvSearchFilterRenositorv.oh@ ActivitvShareRepositorv.ohr© ActivitvUoloadSettinaRenositorv.3 usaapopubLi3.09.25Ivanov3.09.25 Ivanov3.09.25Ivanov3.09.25Ivanov3.09.25 Ivanov3.09.25 Ivanov3.09.25 Ivanov3.09.25 Ivanov3.09.25 Ivanov3.09.25 Ivanov3.09.25 Ivanov19.09.25 Nikolov21.04.26 Kovalik21.04.26 Kovalik21.04.26 Kovalik21.04.26 Kovalik21.04.26 Kovalik21.04.26 Kovallk74.04.26 KovallkMethod \Jiminny\Repositories\AutomatedReportsRepository.countUserReports AutoaProiect Filesv© UserTransformer.php° UserPolicy.php@ CanAccessAiReportsTest.php 558& Sthis->automatedReportsRepositorv->countUserReports(Suser) > 0) <-swhene.Isontontainscoln: 'recipients->users', $user->getIdO):return sab->deto->at154|->countO:155 Gt > ic function aetStages(* Restrict a quenu on the autonated neponte table te renerte the given user is alior 180 C> io functtion getconfie›ic function getPipelir- expu1cit user recipients (reczpzents.users)members of anu of the report's qroups Ask Jiminnu reports)ate function cnpateni22921.04.26 Kovalik21.04.26 Kovalikprivate function applvlserAccessScope(Builder Squery. User Suser): voidpplies all applicable21.04.26 Kovalik21.04.26 KovalikSuserid = Suser->qetido:Saroupid = Suser->aetGroupido:return stringl]23421.04.26 Kovalik71.04.26 Kovallk21.04.26 Kovalik21.04.26 KovalikSauerylautomated nenonts team id' Susen->aetTeamTdonl, gee funation visitcoue297->where(function (Builder $q) use (SuserId, SgroupId): void ‹Sa->whene.IsonContainsd col21.04.26 Kovalik21.04.26 Kovalik21.04.26 Kovalik258,3ee funation nudratesti& (Sarountd 1== null)21OAD6 KovAlik(C) A'PromotRenositorv.oho@AckAnvthinaRenository.nhr21OAD6 KovAlil210426 Kovalil$q->orWhere(function (Builder $sub) use (SgroupId): void {Cenh-swhone & column•automated_reports.type', operator: Automatedpz 278-swhono.lconfontaine/ columi'automated_reports.groups', $grouparam intl] $dealids9 AutomatedReportsRepository.php210426 Kovolil@ CallimportRepository.php21.04.26 Kovalik(C) CoachinaFeedhackRenasitorv nhil21.04.26 Kovalikate Function FetchStad"userollot Introcuct.. In Th 10m100% S2• Thu 23 Apr 10:20:41+0 ..CascadeAutomated Reports LOusers (explicitelly). For other reports the groups are used for filtering and we should only show results if the user is inThouaht for 24glYou're right. The app lyUserAccessScope logic is actually correct for access control, but countUserReports doesn't match it.Here's the breakdown:Current annivllserAccecsScone (correct)Ask Jiminny: Access via groups OR recipients.users• Non-Ask Jiminny: Access via recipients.users onlycountUserReports (missing aroup access): Onlv checks recipients.users - undercounts for Ask Jiminny users with aroupedReportsRepository.php:271-281inction countliserRenorts(llser Suser)• intl-Id = $user->getId();upId = $user->getGroupId():Karirn AutonatedRenortResult::querv()→wherenas report,function ($q) use (Suser, SuserId, $groupld) {So->where"team_id', Suser->qetTeamido_swhere(function (sa)) use (Suserld. SarounTd) {if (SgroupId !== null) {$a2->orWhere function Ssub use (Saroupid)Scuh-swhere/Itvne' AutomatedRenortcService:-TYPF_ASK 1TMTNNY->whereJsonContains('groups'. SaroupId):>counto:Regarding the teamIds filter (lines 252-258): This works correctly as a content filter. When users pass ?team (]=A, they'rePotential edge case to verify: Non-Ask Jiminny reports with empty groups array won't appear when filtering by specific teamsThis is orobablv intended - if a report filters by "no arouns" it shouldn't show when user asks for "arouo A renorts"The transformer change at line 139 is not okay without this fix - it will show false for users who only have Ask Jiminny accessvia arouos.ral .Ask anvthina (*4L)→ CodeC° AdantivePo 4 spac...
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