# Schema: Wattle & Pine Events · Operations

> **Sample project, placeholder data.** Wattle & Pine Events is an invented Melbourne event-hire and styling company.

Six linked tables. Primary field first. Links are two-way relations. Computed fields are added after import (step 3 of IMPORT-GUIDE.md).

```
Team ──< Clients (account owner)      Team ──< Events (event manager)      Team ──< Tasks (owner)
Clients ──< Events ──< Tasks           Events ──< Bookings >── Equipment
```

## Team (8 records, `01-team.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Name** | text | Title / Text | Single line text |  |
| Role | select | Select | Single select | Director, Event Manager, Stylist, Warehouse Lead, Crew |
| Email | email | Email | Email |  |
| Day rate | currency | Number (A$ format) | Currency (A$) |  |
| Active | checkbox | Checkbox | Checkbox |  |

## Clients (15 records, `02-clients.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Client** | text | Title / Text | Single line text |  |
| Type | select | Select | Single select | Corporate, Wedding, Private, Venue |
| Contact name | text | Title / Text | Single line text |  |
| Contact email | email | Email | Email |  |
| Suburb | text | Title / Text | Single line text |  |
| Source | select | Select | Single select | Referral, Website, Venue partner, Repeat |
| Account owner | link | Relation | Link to another record | → Team |

## Equipment (15 records, `03-equipment.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Item** | text | Title / Text | Single line text |  |
| Category | select | Select | Single select | Furniture, Lighting, Styling, Staging, Audio |
| Quantity owned | number | Number | Number |  |
| Hire price per unit | currency | Number (A$ format) | Currency (A$) |  |
| Condition | select | Select | Single select | Good, Needs repair, Retired |

## Events (26 records, `04-events.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Event** | text | Title / Text | Single line text |  |
| Client | link | Relation | Link to another record | → Clients |
| Event date | date | Date | Date |  |
| Venue | text | Title / Text | Single line text |  |
| Guests | number | Number | Number |  |
| Stage | select | Select | Single select | Enquiry, Proposal sent, Confirmed, In production, Delivered, Invoiced, Lost |
| Event manager | link | Relation | Link to another record | → Team |
| Quote value | currency | Number (A$ format) | Currency (A$) |  |
| Deposit paid | checkbox | Checkbox | Checkbox |  |
| Budget cost | currency | Number (A$ format) | Currency (A$) |  |
| Days to event | formula | Formula | Formula | `DATETIME_DIFF({Event date}, TODAY(), 'days')` |
| Open tasks | rollup | Rollup | Rollup | `COUNTALL(Tasks where Status != 'Done')` |
| Equipment hire value | rollup | Rollup | Rollup | `SUM(Bookings.Line value)` |
| Margin % | formula | Formula | Formula | `({Quote value} - {Budget cost}) / {Quote value}` |
| Health | formula | Formula | Formula | `IF(AND({Days to event}<=14, {Open tasks}>0, {Stage}!='Delivered'), '🔴 At risk', IF(AND({Stage}='Confirmed', NOT({Deposit paid})), '🟠 Deposit due', '🟢 On track'))` |

## Tasks (108 records, `05-tasks.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Task** | text | Title / Text | Single line text |  |
| Event | link | Relation | Link to another record | → Events |
| Owner | link | Relation | Link to another record | → Team |
| Due | date | Date | Date |  |
| Status | select | Select | Single select | To do, Doing, Waiting, Done |
| Priority | select | Select | Single select | High, Medium, Low |
| Overdue | formula | Formula | Formula | `AND({Due} < TODAY(), {Status} != 'Done')` |

## Bookings (100 records, `06-bookings.csv`)

| Field | Type | Notion | Airtable | Options / link / formula |
|---|---|---|---|---|
| **Booking** | text | Title / Text | Single line text |  |
| Event | link | Relation | Link to another record | → Events |
| Item | link | Relation | Link to another record | → Equipment |
| Quantity | number | Number | Number |  |
| Out | date | Date | Date |  |
| Back | date | Date | Date |  |
| Line value | formula | Formula | Formula | `{Quantity} * {Item.Hire price per unit}` |
| Clash | formula | Formula | Formula | `SUM(quantity of same item on overlapping dates) > Quantity owned` |