skills/seller-account-dashboard/references/template-payload.schema.json

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Priority Ledger Pane Payload",
  "description": "Canonical JSON payload to embed in assets/account-priority-pane.template.html.",
  "type": "object",
  "required": [
    "title",
    "generatedAt",
    "source",
    "scope",
    "workNow",
    "watch",
    "paused",
    "evidenceGaps"
  ],
  "properties": {
    "title": {
      "type": "string"
    },
    "generatedAt": {
      "type": "string",
      "format": "date-time"
    },
    "viewerInitials": {
      "description": "Optional initials for the seller avatar in the pane header.",
      "type": "string",
      "minLength": 1,
      "maxLength": 3
    },
    "source": {
      "type": "object",
      "required": ["label", "status"],
      "properties": {
        "label": {
          "type": "string"
        },
        "status": {
          "type": "string"
        }
      },
      "additionalProperties": true
    },
    "scope": {
      "type": "object",
      "required": [
        "sourceOfTruth",
        "sourcesChecked",
        "accountSet",
        "rankingBasis",
        "assumptions"
      ],
      "properties": {
        "sourceOfTruth": {
          "type": "string"
        },
        "sourcesChecked": {
          "type": "array",
          "items": {
            "type": "string"
          }
        },
        "accountSet": {
          "type": "string"
        },
        "rankingBasis": {
          "type": "string"
        },
        "assumptions": {
          "type": "string"
        },
        "motionGoal": {
          "type": "string",
          "enum": ["net_new", "expansion", "mixed"]
        },
        "batchSize": {
          "type": "integer",
          "minimum": 1
        },
        "capacityWindow": {
          "type": "integer",
          "minimum": 1
        }
      },
      "additionalProperties": true
    },
    "workNow": {
      "description": "Ranked accounts that deserve seller attention now.",
      "type": "array",
      "items": {
        "$ref": "#/$defs/accountRow"
      }
    },
    "watch": {
      "description": "Accounts to monitor until a named trigger changes their priority.",
      "type": "array",
      "items": {
        "$ref": "#/$defs/accountRow"
      }
    },
    "paused": {
      "description": "Suppressed or blocked accounts where no seller action should be taken now.",
      "type": "array",
      "items": {
        "$ref": "#/$defs/accountRow"
      }
    },
    "evidenceGaps": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  },
  "$defs": {
    "accountRow": {
      "type": "object",
      "required": [
        "rank",
        "account",
        "motion",
        "stage",
        "value",
        "whyItMatters",
        "nextAction",
        "owner",
        "dueDate",
        "confidence",
        "status"
      ],
      "properties": {
        "rank": {
          "type": "integer",
          "minimum": 1
        },
        "account": {
          "type": "string"
        },
        "accountUrl": {
          "type": "string",
          "format": "uri"
        },
        "motion": {
          "description": "Sales motion such as Renewal, Expansion, New logo, or Cross-sell.",
          "type": "string"
        },
        "stage": {
          "description": "Seller-friendly opportunity or account stage.",
          "type": "string"
        },
        "value": {
          "description": "Display-ready opportunity value or Value unavailable when the source does not provide one.",
          "type": "string"
        },
        "whyItMatters": {
          "description": "Short, source-grounded explanation of the timing, value, momentum, or risk.",
          "type": "string"
        },
        "nextAction": {
          "description": "Immediate safe action, watch trigger, or unblocking step appropriate to the row's tab.",
          "type": "string"
        },
        "owner": {
          "description": "Current seller or action owner, or Unassigned when unknown.",
          "type": "string"
        },
        "dueDate": {
          "description": "Display-ready due date or No date set when unknown.",
          "type": "string"
        },
        "confidence": {
          "type": "string",
          "enum": ["High", "Medium", "Low"]
        },
        "status": {
          "type": "string"
        },
        "primaryContact": {
          "type": "string"
        },
        "evidence": {
          "type": "string"
        }
      },
      "additionalProperties": true
    }
  },
  "additionalProperties": true
}