Here are some queries to be used with a CRM workflow.
The queries assume the following.
- People have their own pages
- People pages start with @
- People pages have a page property contact which lists a contact interval. E.g. weekly.
Last time contacted
#+BEGIN_QUERY
{:title [:h2 "Last contact"]
:query [:find ?name ?interval (max ?day)
:keys name interval day
:where
[?jp :block/journal-day ?day]
[?mention :block/page ?jp]
[?mention :block/refs ?person]
[?person :block/original-name ?name] ; gets the name of the page as displayed in Logseq.
[?person :block/properties ?prop] ; I'm assuming the use of a page-property here. (i.e. first block on the page)
[(get ?prop :contact) ?interval]
]
:result-transform (fn [result]
(sort-by
(juxt
(fn [i] (get i :interval))
(fn [d] (get d :day))
) result)
)
:view (fn [rows]
[:table
[:thead [:tr
[:th "Name"]
[:th "Interval"]
[:th "Date"]
] ]
[:tbody (for [r rows] [:tr
[:td [:a {:href (str "#/page/" (get r :name))} (get r :name)]]
[:td (get r :interval)]
[:td (get r :day)]
] ) ]
]
)
}
#+END_QUERY
People that haven’t been contacted longer than x days
#+BEGIN_QUERY
{:title [:h2 "Longer than 7 days"]
:query [:find (pull ?person [*])
:in $ ?dl
:where
; all people with a weekly contact interval
[?person :block/original-name ?name]
[?person :block/properties ?prop]
[(get ?prop :contact) ?interval]
[(= ?interval "weekly")]
; who are not mentioned on journal pages of the last 7 days
(not [?mention :block/refs ?person]
[?mention :block/page ?jp]
[?jp :block/journal-day ?day]
[(>= ?day ?dl)])
]
:inputs [:7d] ; only accepts dynamic days
}
#+END_QUERY
List of all people pages
#+BEGIN_QUERY
{:title [:h2 "Persons list"]
:query [:find (pull ?p [*])
:where
[?p :page/name ?name]
[(clojure.string/starts-with? ?name "@")]
; [?p :block/properties ?prop]
; [(get ?prop :contact)] ; optional, only needed if you have @ pages without property contact that you want to exclude.
]
}
#+END_QUERY
