${item.title}

${item.value}

`; dashboardSummary.appendChild(card); }); // Populate customer strategy table (sorted by customer ID) const sortedStrategyData = [...customerStrategyData].sort((a, b) => a.customerId.localeCompare(b.customerId)); sortedStrategyData.forEach(item => { const row = customerStrategyTableBody.insertRow(); row.innerHTML = ` ${item.customerId} ${item.name} ${item.segment} $${item.cltv.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} ${item.retentionStatus} ${item.nextBestAction} ${item.campaignAssigned} `; }); } // --- Data Configuration Table Rendering and Editing --- /** * Renders the data in the configuration table. */ function renderConfigTable() { // Null check for config data table body if (!configDataTableBody) { console.error("Config data table body not found."); return; } configDataTableBody.innerHTML = ''; // Clear existing rows customerStrategyData.forEach((item, index) => { const row = configDataTableBody.insertRow(); row.innerHTML = ` ${item.customerId} ${item.name} ${item.segment} $${item.cltv.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })} ${item.retentionStatus} ${item.nextBestAction} ${item.campaignAssigned} Edit Delete `; }); } /** * Adds a new row or updates an existing row in the customer strategy data. */ window.addRow = function() { // Null checks for input fields if (!customerIdInput || !customerNameInput || !customerEmailInput || !customerSegmentSelect || !cltvInput || !retentionStatusSelect || !nextBestActionInput || !campaignAssignedInput || !notesInput) { console.error("One or more input fields not found."); return; } const newCustomer = { customerId: customerIdInput.value.trim(), name: customerNameInput.value.trim(), email: customerEmailInput.value.trim(), segment: customerSegmentSelect.value.trim(), cltv: parseFloat(cltvInput.value) || 0, retentionStatus: retentionStatusSelect.value.trim(), nextBestAction: nextBestActionInput.value.trim(), campaignAssigned: campaignAssignedInput.value.trim(), notes: notesInput.value.trim() }; // Simple validation if (!newCustomer.customerId || !newCustomer.name || !newCustomer.email || !newCustomer.segment || newCustomer.cltv < 0 || !newCustomer.retentionStatus) { showModal("Please fill in all required fields (Customer ID, Name, Email, Segment, CLTV, Retention Status) with valid values."); return; } if (!newCustomer.email.includes('@') || !newCustomer.email.includes('.')) { showModal("Please enter a valid email address."); return; } // Check for duplicate Customer ID if adding a new row if (editingIndex === -1) { const isDuplicate = customerStrategyData.some(customer => customer.customerId === newCustomer.customerId); if (isDuplicate) { showModal(`Customer ID "${newCustomer.customerId}" already exists. Please use a unique ID.`); return; } customerStrategyData.push(newCustomer); } else { // Update existing row customerStrategyData[editingIndex] = newCustomer; editingIndex = -1; // Reset editing state updateRowButton.classList.add('hidden'); cancelEditButton.classList.add('hidden'); addRowButton.classList.remove('hidden'); customerIdInput.disabled = false; // Re-enable customer ID for new entries } clearForm(); renderConfigTable(); updateDashboard(); // Keep dashboard in sync }; /** * Populates the form with data from the row to be edited. * @param {HTMLElement} button - The edit button clicked. */ window.editRow = function(button) { // Null checks for input fields and edit buttons if (!customerIdInput || !customerNameInput || !customerEmailInput || !customerSegmentSelect || !cltvInput || !retentionStatusSelect || !nextBestActionInput || !campaignAssignedInput || !notesInput || !addRowButton || !updateRowButton || !cancelEditButton) { console.error("One or more form/button elements not found for editing."); return; } const index = parseInt(button.dataset.index); editingIndex = index; const item = customerStrategyData[index]; customerIdInput.value = item.customerId; customerNameInput.value = item.name; customerEmailInput.value = item.email; customerSegmentSelect.value = item.segment; cltvInput.value = item.cltv; retentionStatusSelect.value = item.retentionStatus; nextBestActionInput.value = item.nextBestAction; campaignAssignedInput.value = item.campaignAssigned; notesInput.value = item.notes; addRowButton.classList.add('hidden'); updateRowButton.classList.remove('hidden'); cancelEditButton.classList.remove('hidden'); customerIdInput.disabled = true; // Disable editing Customer ID during update }; /** * Deletes a row from the customer strategy data. * @param {HTMLElement} button - The delete button clicked. */ window.deleteRow = function(button) { const index = parseInt(button.dataset.index); showModal("Are you sure you want to delete this customer strategy record?", true, (confirmed) => { if (confirmed) { customerStrategyData.splice(index, 1); renderConfigTable(); updateDashboard(); // Keep dashboard in sync clearForm(); // Clear form if the deleted item was being edited editingIndex = -1; updateRowButton.classList.add('hidden'); cancelEditButton.classList.add('hidden'); addRowButton.classList.remove('hidden'); customerIdInput.disabled = false; // Re-enable customer ID } }); }; /** * Clears the input form fields. */ function clearForm() { // Null checks for input fields if (!customerIdInput || !customerNameInput || !customerEmailInput || !customerSegmentSelect || !cltvInput || !retentionStatusSelect || !nextBestActionInput || !campaignAssignedInput || !notesInput) { console.error("One or more input fields not found for clearing."); return; } customerIdInput.value = ''; customerNameInput.value = ''; customerEmailInput.value = ''; customerSegmentSelect.value = 'VIP'; // Reset to default segment cltvInput.value = ''; retentionStatusSelect.value = 'Retained'; // Reset to default status nextBestActionInput.value = ''; campaignAssignedInput.value = ''; notesInput.value = ''; } /** * Cancels the current edit operation and clears the form. */ window.cancelEdit = function() { editingIndex = -1; clearForm(); updateRowButton.classList.add('hidden'); cancelEditButton.classList.add('hidden'); addRowButton.classList.remove('hidden'); customerIdInput.disabled = false; // Re-enable customer ID }; // --- PDF Download Functionality --- /** * Downloads the dashboard content as a PDF. */ window.downloadPdf = async function() { // Null check for dashboard content if (!dashboardTabContent) { console.error("Dashboard content for PDF not found."); return; } // Temporarily show the dashboard content if it's hidden, for accurate PDF generation const wasHidden = dashboardTabContent.classList.contains('hidden'); if (wasHidden) { dashboardTabContent.classList.remove('hidden'); } const { jsPDF } = window.jspdf; const doc = new jsPDF('p', 'pt', 'letter'); // 'p' for portrait, 'pt' for points, 'letter' size const element = dashboardTabContent; // The element to convert to PDF // Use html2canvas to render the HTML element to a canvas await html2canvas(element, { scale: 2, // Increase scale for better quality useCORS: true, // Important for images/external resources if any (though we don't use them here) logging: false // Disable logging for cleaner console }).then(canvas => { const imgData = canvas.toDataURL('image/png'); const imgWidth = 550; // A fixed width for the image in PDF const pageHeight = doc.internal.pageSize.height; const imgHeight = (canvas.height * imgWidth) / canvas.width; let heightLeft = imgHeight; let position = 30; // Initial Y position for content doc.setFontSize(22); doc.setTextColor(31, 41, 55); // Gray 900 equivalent doc.text("Customer Strategy Dashboard", doc.internal.pageSize.getWidth() / 2, position, { align: "center" }); position += 30; // Move down for image doc.addImage(imgData, 'PNG', 30, position, imgWidth, imgHeight); heightLeft -= pageHeight; // If content overflows, add new pages while (heightLeft >= 0) { position = heightLeft - imgHeight + 30; // Adjust position for new page doc.addPage(); doc.addImage(imgData, 'PNG', 30, position, imgWidth, imgHeight); heightLeft -= pageHeight; } doc.save('Customer_Strategy_Dashboard.pdf'); }); // Restore hidden state if it was hidden initially if (wasHidden) { dashboardTabContent.classList.add('hidden'); } }; // --- Event Listeners --- if (addRowButton) { addRowButton.addEventListener('click', addRow); } else { console.error("Add Row Button not found."); } if (updateRowButton) { updateRowButton.addEventListener('click', addRow); // addRow function handles both add and update based on editingIndex } else { console.error("Update Row Button not found."); } if (cancelEditButton) { cancelEditButton.addEventListener('click', cancelEdit); } else { console.error("Cancel Edit Button not found."); } // Initial rendering and setup openTab('dashboard'); // Open dashboard by default updateDashboard(); // Populate dashboard with initial data renderConfigTable(); // Populate config table with initial data });