portal/plans/contractor-full.yaml

# A contractor's whole operation, to stress the builder and the
# harness: 13 needs, 6 roles, 9 buckets, needs sharing a bucket,
# skippable stages, and a front door that had to be tiered.
business: Nordvik Bygg
language: en
contact: { name: Ingrid Nordvik, email: ingrid@nordvikbygg.example }
about: >
  Twelve people who survey old buildings, draw up rehabilitation plans,
  handle the permit application, and do the building work with their
  own carpenters plus subcontractors for electrical, plumbing and
  scaffolding. Project managers win and run the jobs, site managers run
  each building site day to day, and one safety officer owns everything
  reported from site.

# Six public needs is one over what a front door carries, so the
# public comes through three doors: a building of theirs, work with
# us, and a site of ours next to them (that one is a need on its own).
doors:
  - id: your-building
    who: an owner, a housing board or a past customer with a building
  - id: work-with-us
    who: a trade firm, a carpenter or an apprentice who wants work from us

needs:
  # --- the public ---------------------------------------------------
  - id: survey-enquiry
    door: your-building
    who: a housing board or private owner with a problem in a building
    wants: someone qualified to come and look at it and say what it takes
    lands_in: enquiries
    handled_by: project_managers
    stages: [open, surveyed, quoted, won, lost]
    done_when: [won, lost]
    success: [won]
    # Whoever went to the building marks it surveyed; site managers
    # see what is coming their way.
    moves_by: { surveyed: [project_managers, site_managers] }
    watched_by: [site_managers]
    max_fields: 4
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: address }
      - { name: problem, type: textarea }
      - { name: access, optional: true }

  - id: build-enquiry
    door: your-building
    who: an owner who already knows what they want built or changed
    wants: drawings, a permit application and a price
    lands_in: enquiries
    handled_by: project_managers
    stages: [open, surveyed, quoted, won, lost]
    done_when: [won, lost]
    success: [won]
    # Whoever went to the building marks it surveyed; site managers
    # see what is coming their way.
    moves_by: { surveyed: [project_managers, site_managers] }
    watched_by: [site_managers]
    max_fields: 5
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: address }
      - { name: project, type: textarea }
      - { name: timeframe, type: select, options: [This year, Next year, No fixed date] }

  - id: warranty-claim
    door: your-building
    who: a past customer who has found a fault in work we handed over
    wants: us to come back, look at it, and put it right
    lands_in: claims
    handled_by: project_managers
    stages: [open, inspected, accepted, fixed, rejected]
    done_when: [fixed, rejected]
    success: [fixed]
    # The site manager inspects and puts it right; whether it is ours
    # to fix is the project manager's call.
    moves_by: { inspected: [site_managers], fixed: [site_managers] }
    max_fields: 4
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: address }
      - { name: fault, type: textarea }
      - { name: handed_over, type: date, optional: true }

  - id: neighbour-complaint
    who: someone living or working next to one of our building sites
    wants: the noise, dust or blocked access dealt with, and an answer
    lands_in: complaints
    handled_by: site_managers
    stages: [open, answered]
    done_when: [answered]
    success: [answered]
    watched_by: [project_managers]
    max_fields: 3
    collects:
      - { name: site_address }
      - { name: what_is_wrong, type: textarea }
      - { name: reach_me_on }

  - id: subcontractor-application
    door: work-with-us
    who: a trade firm doing electrical, plumbing or scaffolding work
    wants: to be approved once, and then be called when a job needs them
    lands_in: subcontractors
    handled_by: project_managers
    stages: [open, awaiting_papers, approved, declined]
    done_when: [approved, declined]
    success: [approved]
    watched_by: [site_managers]
    skippable: [awaiting_papers]
    max_fields: 5
    collects:
      - { name: company }
      - { name: registration_number }
      - { name: trade, type: select, options: [Electrical, Plumbing, Scaffolding, Sheet metal, Other] }
      - { name: contact_email, type: email }
      - { name: insurance_confirmed, type: select, options: ["Yes", Not yet] }
      - { name: trade_approval, optional: true }

  - id: job-application
    door: work-with-us
    who: a carpenter, bricklayer or apprentice looking for work
    wants: to be considered, without writing a letter
    lands_in: applicants
    handled_by: project_managers
    stages: [open, interviewing, offered, hired, declined]
    done_when: [hired, declined]
    success: [hired]
    max_fields: 3
    collects:
      - { name: name }
      - { name: phone, type: tel }
      - { name: trade, type: select, options: [Carpenter, Bricklayer, Apprentice, Other] }
      - { name: experience, type: textarea, optional: true }

  # --- clients with a job under way ---------------------------------
  - id: change-request
    who: a client whose job is under way and who wants something changed
    wants: a price for the change, and the change done if they accept it
    enters_as: clients
    lands_in: change_orders
    handled_by: project_managers
    stages: [open, priced, approved, completed, declined]
    done_when: [completed, declined]
    success: [completed]
    # The project manager prices it, the client says yes or no through
    # their own link, the site manager does the work.
    moves_by: { approved: [submitter], declined: [submitter, project_managers], completed: [site_managers] }
    watched_by: [site_managers]
    max_fields: 3
    collects:
      - { name: email, type: email }
      - { name: job_address }
      - { name: change, type: textarea }
      - { name: needed_by, type: date, optional: true }

  # --- project managers ---------------------------------------------
  - id: log-phone-enquiry
    who: a project manager who just took a call or a text about a building
    wants: the enquiry written down before it gets lost
    enters_as: project_managers
    lands_in: enquiries
    handled_by: project_managers
    stages: [open, surveyed, quoted, won, lost]
    done_when: [won, lost]
    success: [won]
    # Whoever went to the building marks it surveyed; site managers
    # see what is coming their way.
    moves_by: { surveyed: [project_managers, site_managers] }
    watched_by: [site_managers]
    max_fields: 4
    collects:
      - { name: caller }
      - { name: phone, type: tel }
      - { name: address }
      - { name: problem, type: textarea }

  - id: post-job-request
    who: a project manager with work to hand to a subcontractor
    wants: approved subcontractors to see the job and answer with a price
    enters_as: project_managers
    lands_in: job_requests
    handled_by: project_managers
    stages: [open, awarded, withdrawn]
    done_when: [awarded, withdrawn]
    success: [awarded]
    # This is how subcontractors see what there is to bid on.
    watched_by: [subcontractors, site_managers]
    max_fields: 4
    collects:
      - { name: site_address }
      - { name: trade, type: select, options: [Electrical, Plumbing, Scaffolding, Sheet metal, Other] }
      - { name: work, type: textarea }
      - { name: start, type: date }

  # --- approved subcontractors --------------------------------------
  - id: submit-bid
    who: an approved subcontractor who has seen a job they can take
    wants: to say yes with a price and a start date
    enters_as: subcontractors
    lands_in: bids
    handled_by: project_managers
    stages: [open, shortlisted, accepted, declined]
    done_when: [accepted, declined]
    success: [accepted]
    watched_by: [site_managers]
    skippable: [shortlisted]
    max_fields: 3
    collects:
      - { name: job }
      - { name: price }
      - { name: can_start, type: date }

  # --- on site --------------------------------------------------------
  - id: report-site-issue
    who: anyone on site, ours or a subcontractor's, on a phone with gloves on
    wants: to report a hazard, a near miss or wrong materials before they forget
    enters_as: crew
    lands_in: site_issues
    handled_by: safety_officer
    stages: [open, in_hand, closed]
    done_when: [closed]
    success: [closed]
    # A site manager can take an issue in hand on the spot; only the
    # safety officer closes it.
    moves_by: { in_hand: [safety_officer, site_managers] }
    watched_by: [project_managers]
    max_fields: 3
    collects:
      - { name: kind, type: select, options: [Hazard, Near miss, Wrong materials, Other] }
      - { name: where }
      - { name: what_happened, type: textarea }

  - id: order-materials
    who: a carpenter or bricklayer who is about to run out of something
    wants: it ordered and on site before work stops
    enters_as: crew
    lands_in: material_orders
    handled_by: site_managers
    stages: [open, ordered, delivered, refused]
    done_when: [delivered, refused]
    success: [delivered]
    # The crew confirms it arrived.
    moves_by: { delivered: [crew, site_managers] }
    max_fields: 3
    collects:
      - { name: site_address }
      - { name: what, type: textarea }
      - { name: needed_by, type: date }

  - id: safety-round-finding
    who: the safety officer walking a site on the weekly round
    wants: each thing found written down where the reported issues already are
    enters_as: safety_officer
    lands_in: site_issues
    handled_by: safety_officer
    stages: [open, in_hand, closed]
    done_when: [closed]
    success: [closed]
    # A site manager can take an issue in hand on the spot; only the
    # safety officer closes it.
    moves_by: { in_hand: [safety_officer, site_managers] }
    watched_by: [project_managers]
    max_fields: 3
    collects:
      - { name: kind, type: select, options: [Hazard, Near miss, Wrong materials, Other] }
      - { name: where }
      - { name: what_happened, type: textarea }

# No model that writes words ever sees these.
personas:
  - { id: housing-board-damp, need: survey-enquiry, text: "I chair the board of a housing cooperative from the seventies. Two ground-floor flats have damp in the walls and we don't know if it's drainage or the facade. We need someone to tell us." }
  - { id: buyer-before-purchase, need: survey-enquiry, text: "We are about to buy an old timber house. Before we sign we want a professional to go through it and tell us what is wrong with it." }
  - { id: attic-conversion, need: build-enquiry, text: "We want to turn our attic into two bedrooms and a bathroom. We need drawings and someone who handles the application to the municipality." }
  - { id: shop-to-flat, need: build-enquiry, text: "I own a former shop on the ground floor and want to make it a flat. I have no idea what is allowed. Can you sort that out and give me a price?" }
  - { id: leaking-bathroom, need: warranty-claim, text: "You redid our bathroom two years ago. Now water is coming through the ceiling of the flat below. I want you to come and fix it." }
  - { id: cracked-render, need: warranty-claim, text: "The render you put on our gable wall last summer has cracked right across. That can't be right after one winter." }
  - { id: noisy-mornings, need: neighbour-complaint, text: "I live next door to the block you are working on. You start drilling at half past six every morning and I have a baby. Who do I talk to?" }
  - { id: blocked-driveway, need: neighbour-complaint, text: "Your skip and a van have been parked across the entrance to our shop's loading bay for three days. We can't get deliveries." }
  - { id: electrician-firm, need: subcontractor-application, text: "We are a four-person electrical firm, fully certified. We would like to get on your list so you call us when you need electricians." }
  - { id: scaffolder, need: subcontractor-application, text: "I run a scaffolding company. How do I get to do jobs for you?" }
  - { id: carpenter-jobseeker, need: job-application, text: "I'm a certified carpenter with eight years on rehabilitation jobs. Are you hiring?" }
  - { id: apprentice, need: job-application, text: "I finish vocational school this spring and need an apprenticeship as a bricklayer." }
  - { id: extra-window, need: change-request, text: "You are in the middle of our attic conversion. We have decided we want a roof window over the stairs as well. What would that cost?" }
  - { id: pm-took-a-call, need: log-phone-enquiry, text: "A woman from a housing board in Storgata just rang about water in their basement. I'm in the van. I need to note it before I forget her number." }
  - { id: pm-needs-plumber, need: post-job-request, text: "The bathroom job in Kirkeveien needs a plumber for two weeks from the first of next month. I want prices from the ones we have approved." }
  - { id: plumber-bidding, need: submit-bid, text: "We are an approved plumbing firm. I saw you need someone in Kirkeveien next month. We can do it, I have a price." }
  - { id: loose-railing, need: report-site-issue, text: "The railing on the third level of the scaffold on the north side is loose. Nobody got hurt but someone will." }
  - { id: wrong-membrane, need: report-site-issue, text: "The bathroom membrane delivered today is not the one in the specification. We stopped work on it." }
  - { id: out-of-battens, need: order-materials, text: "We have enough roof battens for today and maybe half of tomorrow. Need another two hundred metres on site by Thursday." }
  - { id: weekly-round, need: safety-round-finding, text: "On my Friday round I found the first-aid box on level two empty and an extension lead run through a puddle." }