Commit Graph

2 Commits

Author SHA1 Message Date
JasonFraser 965028e6c2 Add Excel export, rewrite Sheet pull to transposed layout, enrich battlecards
- SyncToSheet.vue: add "Download Excel" export alongside Copy rows,
  using exceljs (dynamically imported to avoid bundling ~940KB into
  AnalysePage) instead of xlsx (unpatched high-severity CVEs)
- appscript/Sync.gs: rewrite the Sheet-pull layout from column-per-field/
  row-per-competitor to the transposed layout (fields down column A,
  one column per competitor) — matches the dashboard's Copy rows/Excel
  export and the real legacy client reference sheet, which the old
  layout was never actually reconciled against. Row detection is now
  label-based and self-bootstraps a blank template on first pull.
- CLAUDE.md: correct §15 to document the transposed layout instead of
  the stale column-per-field description
- battlecard_service.py: replace two hardcoded placeholder strings
  (positioning_summary, recent_changes) with real computed data —
  actual price_history-derived recent changes, and richer product
  summaries (service levels, target audience, activities). Raise
  BATTLECARD_PRODUCT_LIMIT 10->50 and loosen prompt word caps so the
  richer input isn't compressed away
- BattlecardCard.vue: render pricing_observation, generated but never
  displayed before
- pb_migrations/009: fix battlecards.generated_at to stamp on update,
  not just create, so regenerated battlecards show an accurate
  "Updated" timestamp

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-05 23:08:06 -04:00
JasonFraser d4f2c7d96b Phase 4: Sheet-initiated pull integration (Apps Script) + template import
Rearchitects the Sheet integration per updated CLAUDE.md §15: a
stateless Flask backend has no way to reach into whichever Sheet a PM
has open, so the Sheet pulls its latest results on demand rather than
Flask ever pushing to it. This is also the simpler path for
non-technical users — no Sheet ID to find/paste, no service-account
sharing, just one button in the sidebar.

Apps Script (appscript/, new):
- appsscript.json — Editor Add-on manifest, spreadsheets.currentonly
  scope (touches only whichever Sheet is open, nothing else in Drive)
- Code.gs — onOpen/onInstall/onHomepage, opens the sidebar
- Validation.gs — validateLicence() (6hr cache, POST /validate-email),
  plus markOnboardingStepOnce_() shared helper
- Sync.gs — pullLatestResults()/getWorkbookTabs()/detectColumns(),
  with a real header-alias map for every STANDARD_FIELDS column
  (majorityPrice matches "Rack Rate"/"Standard Price"/etc, not just
  one exact label) so silent write failures don't happen from a PM
  naming a column slightly differently than expected
- Sidebar.html — tab selector + Pull latest results + last-pull status

Backend:
- GET /research/history/latest (email-resolved) replaces the removed
  POST /sheet/push and GET /sheet/tabs
- GET /account/template now reads TEMPLATE_SHEET_URL instead of a
  hardcoded placeholder
- PATCH /account/onboarding now accepts either a JWT session (dashboard)
  or an email in the body (Apps Script has no JWT, only the PM's Google
  email) — this was a real gap: Sync.gs's onboarding-flag calls would
  have 401'd against the JWT-only version
- onboarding_service.DEFAULT_CHECKLIST corrected to the current schema
  (template_imported/sidebar_installed/sync_from_sheet, not the stale
  push_to_sheet/download_template)
- Fixed the same stale field names in CLAUDE.md §32's onboarding
  runbook example payload, so it doesn't teach a future tenant-creation
  script the wrong schema

Frontend:
- PushToSheet.vue removed, replaced by SyncToSheet.vue — a clipboard
  copy button + instructions to use the sidebar, no tab selector (tab
  selection lives in the sidebar, where the workbook is actually open)
- AccountPage.vue's template section rebuilt as three items: open
  template, two-step import instructions + sidebar install link, and
  a deliberately no-op verification input (never validated/fetched/
  stored — the confirmation is purely the PM telling themselves it's
  done, per explicit instruction not to create a dependency on their
  workbook)
- useOnboardingTour.js step 5 updated to match

220 backend tests passing. Frontend production build verified clean.
Apps Script (.gs/.html) cannot be unit-tested in this environment —
no Google Apps Script runtime available locally; verified only by
careful cross-file consistency review (function names/signatures
matching across Code.gs/Validation.gs/Sync.gs/Sidebar.html).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-01 17:29:20 -04:00