Dashboard: click an outcome count to list its businesses; method split in daily activity tooltip

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

app/controllers/BusinessesController.asp

@@ -32,7 +32,7 @@ Class BusinessesController_Class
         Dim f, k, page, pageCount, result, rows, total, industries, areas, sort, dir, firstRow, lastRow
 
         Set f = CreateObject("Scripting.Dictionary")
-        For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone", "sort", "dir")
+        For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone", "outcome", "sort", "dir")
             f(k) = Trim(CStr(Request.QueryString(k)))
         Next
         f("q") = Left(f("q"), 100)

app/controllers/ExportController.asp

@@ -31,7 +31,7 @@ Class ExportController_Class
         Dim f, k, rs, line, n, fileName, areaNames, bizAreas
 
         Set f = CreateObject("Scripting.Dictionary")
-        For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone", "sort", "dir")
+        For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone", "outcome", "sort", "dir")
             f(k) = Trim(CStr(Request.QueryString(k)))
         Next
         f("q") = Left(f("q"), 100)

app/lib/lib.BusinessHelpers.asp

@@ -87,7 +87,7 @@ End Function
 Function Businesses_QS(f, page, sort, dir)
     Dim k, s
     s = ""
-    For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone")
+    For Each k In Array("q", "industry", "area", "status", "show", "contacted", "phone", "outcome")
         If f.Exists(k) Then
             If Len(f(k)) > 0 Then s = s & "&" & k & "=" & Server.URLEncode(f(k))
         End If

app/repositories/BusinessRepository.asp

@@ -12,6 +12,7 @@
 '   show       "" = everyone, "prospects", "customers"
 '   contacted  "never" = only businesses with no contact yet
 '   phone      "1" = only businesses with a phone number
+'   outcome    an outcome key (or "none") = businesses with a contact logged with that outcome in the last 30 days
 '   sort       name | city | industry | area | status | last_contacted | next_action | added   (default name)
 '              area sorts by each business's alphabetically first area; businesses with none sort first
 '   dir        asc | desc
@@ -343,7 +344,7 @@ Class BusinessRepository_Class
     End Sub
 
     Private Sub BuildWhere(f)
-        Dim terms, t, d, q, n, frag, ind, ar, st
+        Dim terms, t, d, q, n, frag, ind, ar, st, oc
         m_where = "1=1"
         Set m_params = CreateObject("Scripting.Dictionary")
 
@@ -406,6 +407,17 @@ Class BusinessRepository_Class
 
         If Val_(f, "contacted") = "never" Then m_where = m_where & " AND b.last_contacted_at IS NULL"
         If Val_(f, "phone") = "1" Then m_where = m_where & " AND b.phone_digits IS NOT NULL"
+
+        ' Businesses with a contact logged in the last 30 days with this outcome (same window as the dashboard).
+        ' "none" = contacts logged without an outcome. Inlined from a whitelist, not a ? marker (see area above).
+        oc = Val_(f, "outcome")
+        If oc = "none" Then
+            m_where = m_where & " AND EXISTS (SELECT x.id FROM interactions x WHERE x.business_id = b.id " & _
+                       "AND x.contacted_at >= DateAdd('d', -29, Date()) AND (x.outcome IS NULL OR x.outcome = ''))"
+        ElseIf Businesses_IsKey(Businesses_Outcomes(), oc) Then
+            m_where = m_where & " AND EXISTS (SELECT x.id FROM interactions x WHERE x.business_id = b.id " & _
+                       "AND x.contacted_at >= DateAdd('d', -29, Date()) AND x.outcome = '" & oc & "')"
+        End If
     End Sub
 
     ' FROM clause for the list and export: the business, its industry, and fa.first_area (its alphabetically first

app/repositories/StatsRepository.asp

@@ -46,13 +46,21 @@ Class StatsRepository_Class
         Set ActivityCounts = d
     End Function
 
-    ' Contacts per day for the last `days` days, oldest first: list of Array(date, count) including zero days
+    ' Contacts per day for the last `days` days, oldest first: list of Array(date, count, methods) including zero days.
+    ' methods is a Dictionary of method key -> count for that day.
     Public Function DailyActivity(days)
-        Dim rs, counts, list, i, dt, key
+        Dim rs, counts, byMethod, list, i, dt, key, m
         Set counts = CreateObject("Scripting.Dictionary")
-        Set rs = Db_Query("SELECT contacted_at, COUNT(*) FROM interactions WHERE contacted_at >= DateAdd('d', " & CLng(1 - days) & ", Date()) GROUP BY contacted_at", Array())
+        Set byMethod = CreateObject("Scripting.Dictionary")
+        Set rs = Db_Query("SELECT contacted_at, method, COUNT(*) FROM interactions WHERE contacted_at >= DateAdd('d', " & CLng(1 - days) & ", Date()) GROUP BY contacted_at, method", Array())
         Do While Not rs.EOF
-            If Not IsNull(rs(0)) Then counts(CStr(CLng(CDate(rs(0))))) = CLng(rs(1))
+            If Not IsNull(rs(0)) Then
+                key = CStr(CLng(CDate(rs(0))))
+                counts(key) = N(counts(key)) + CLng(rs(2))
+                If Not byMethod.Exists(key) Then Set byMethod(key) = CreateObject("Scripting.Dictionary")
+                m = rs(1) & ""
+                byMethod(key)(m) = N(byMethod(key)(m)) + CLng(rs(2))
+            End If
             rs.MoveNext
         Loop
         rs.Close
@@ -60,7 +68,11 @@ Class StatsRepository_Class
         For i = days - 1 To 0 Step -1
             dt = Date - i
             key = CStr(CLng(dt))
-            If counts.Exists(key) Then list.Add list.Count, Array(dt, counts(key)) Else list.Add list.Count, Array(dt, 0)
+            If counts.Exists(key) Then
+                list.Add list.Count, Array(dt, counts(key), byMethod(key))
+            Else
+                list.Add list.Count, Array(dt, 0, CreateObject("Scripting.Dictionary"))
+            End If
         Next
         Set DailyActivity = list
     End Function

app/views/Businesses/index.asp

@@ -66,6 +66,13 @@
         </div>
       </div>
     </div>
+    <% If Len(f("outcome")) > 0 Then %>
+    <input type="hidden" name="outcome" value="<%= H(f("outcome")) %>" />
+    <div class="mt-2 small">
+      <span class="badge text-bg-primary">Outcome: <% If f("outcome") = "none" Then Response.Write "(no outcome)" Else Response.Write H(Businesses_Label(Businesses_Outcomes(), f("outcome"))) %> &middot; last 30 days</span>
+      <a href="/businesses" class="ms-1">clear</a>
+    </div>
+    <% End If %>
     <div class="mt-2">
       <button type="submit" class="btn btn-primary btn-sm"><i class="bi bi-search"></i> Search</button>
       <a href="/businesses" class="btn btn-link btn-sm">Reset</a>

app/views/Dashboard/index.asp

@@ -88,7 +88,7 @@ tiles = Array( _
                dd = daily(di)
                barPct = Round(dd(1) * 100 / maxDaily, 0)
                If dd(1) > 0 And barPct < 6 Then barPct = 6 %>
-          <div class="flex-fill d-flex flex-column justify-content-end align-items-center h-100" title="<%= Date_Fmt(dd(0)) %>: <%= dd(1) %>">
+          <div class="flex-fill d-flex flex-column justify-content-end align-items-center h-100" title="<%= Date_Fmt(dd(0)) %>: <%= dd(1) %> total&#10;<% For mi = 0 To UBound(Businesses_Methods()) %><%= H(Businesses_Methods()(mi)(1)) %>: <% If dd(2).Exists(Businesses_Methods()(mi)(0)) Then Response.Write dd(2)(Businesses_Methods()(mi)(0)) Else Response.Write 0 %><% If mi < UBound(Businesses_Methods()) Then Response.Write "&#10;" %><% Next %>">
             <div class="small text-muted" style="font-size: .7rem;"><% If dd(1) > 0 Then Response.Write dd(1) %></div>
             <div class="w-100 rounded-top <% If dd(0) = Date Then Response.Write "bg-primary" Else Response.Write "bg-primary-subtle" %>" style="height: <%= barPct %>%; min-height: <% If dd(1) > 0 Then Response.Write "2px" Else Response.Write "1px" %>;<% If dd(1) = 0 Then Response.Write " background:#dee2e6;" %>"></div>
           </div>
@@ -130,7 +130,7 @@ tiles = Array( _
                ob = byOutcome(oi) %>
           <tr>
             <td><% If Len(ob(0)) = 0 Then Response.Write "<span class=""text-muted"">(no outcome)</span>" Else Response.Write H(Businesses_Label(Businesses_Outcomes(), ob(0))) %></td>
-            <td class="text-end"><%= FormatNumber(ob(1), 0) %></td>
+            <td class="text-end"><a href="/businesses?status=all&amp;outcome=<% If Len(ob(0)) = 0 Then Response.Write "none" Else Response.Write Server.URLEncode(ob(0)) %>" class="text-decoration-none" title="List these businesses"><%= FormatNumber(ob(1), 0) %></a></td>
           </tr>
           <% Next %>
         </table>