clari-core-workflow-a

# Clari Core Workflow: Forecast Export Pipeline ## Overview Primary workflow: build an automated pipeline that exports forecast submissions, quota, adjustments, and CRM data from Clari to your data warehouse. Supports Snowflake, BigQuery, and PostgreSQL as targets. ## Prerequisites - Completed `clari-install-auth` and `clari-sdk-patterns` setup - Target database or data warehouse with write access - Python 3.10+ with `requests` and your DB driver ## Instructions ### Step 1: Define Export Configuration ```python # config.py from dataclasses import dataclass @dataclass class ExportConfig: forecast_name: str # From Clari forecast list time_periods: list[str] # e.g., ["2026_Q1", "2025_Q4"] export_types: list[str] = None currency: str = "USD" include_historical: bool = True def __post_init__(self): if self.export_types is None: self.export_types = [ "forecast", # Submitted forecast call "forecast_updated", # Updated forecast history "quota", # Quota values "adjustment", # Manager adjustments "crm_total", # Total CRM pipeline "crm_closed", # Closed-won CRM amounts ] ``` ### Step 2: Build the Export Pipeline ```python # export_pipeline.py from clari_client import ClariClient from config import ExportConfig import json from datetime import datetime def run_expo...