portal/runs/uhhm-2026-09-28/aggregates-before-naming.yaml

aggregates:
- bucket: applicants
  initial: open
  states:
    open:
      event: applied
    invited:
      event: invited
    active:
      event: onboarded
    departed:
      event: departed
    declined:
      event: declined
  transitions:
    active:
    - departed
    invited:
    - active
    - declined
    open:
    - invited
    - declined
- bucket: custody_requests
  initial: open
  states:
    open:
      event: received
      mail:
        to: submitter
        subject: We have your message
        body: Your message reached the custodians of the first node. We read everything that comes in - expect a real reply, not an autoresponder.
    in_dialogue:
      event: in_dialogue
    resolved:
      event: resolved
      mail:
        to: submitter
        subject: Your case is resolved
        body: This is resolved. Here's what we found and what we did about it - write back if it isn't settled from where you sit.
    declined:
      event: declined
      mail:
        to: submitter
        subject: On your message to the custodians
        body: We've read your message and decided this isn't something we can take on as custodians. If you think we've missed something, write back and tell us.
  transitions:
    in_dialogue:
    - resolved
    - declined
    open:
    - in_dialogue
    - declined
- bucket: development_proposals
  initial: open
  states:
    open:
      event: proposed
    approved:
      event: approved
    rejected:
      event: rejected
  transitions:
    open:
    - approved
    - rejected
- bucket: organizations
  initial: prospect
  states:
    prospect:
      event: identified
    client:
      event: became_client
    past_client:
      event: churned
  transitions:
    client:
    - past_client
    prospect:
    - client
    - past_client
- bucket: projects
  initial: open
  states:
    open:
      event: submitted
      mail:
        to: submitter
        subject: We have your brief
        body: |-
          Your brief is in front of us. We read the whole thing before we reply, so it may take a few days - you'll hear from us either way.

          What you can do next: {site}/decide/commission?chain={chain}&email={email}
    accepted:
      event: accepted
      mail:
        to: submitter
        subject: We'd like to take this on
        body: We want to take this on. Next we'll be in touch to talk through scope, timing and how we'll work together.
    declined:
      event: declined
      mail:
        to: submitter
        subject: On your brief
        body: We've read your brief and this isn't one we're taking on. It isn't a judgment on the problem - just not a fit for us right now.
  transitions:
    open:
    - accepted
    - declined
- bucket: subscribers
  initial: open
  states:
    open:
      event: subscribed
    unsubscribed:
      event: unsubscribed
  transitions:
    open:
    - unsubscribed
- bucket: trials
  initial: open
  states:
    open:
      event: received
      mail:
        to: submitter
        subject: We're looking at your draft
        body: We have what you sent. A person will read it and build your draft, or tell you why not - you'll hear from us either way.
    approved:
      event: approved
      mail:
        to: submitter
        subject: Your draft is approved
        body: Your draft is approved and on its way. We built it from your own words - have a look when it's ready and tell us what to change.
    previewed:
      event: previewed
      mail:
        to: submitter
        subject: Your draft is ready to view
        body: Your draft is ready to look at. It's built from your own words - the link below takes you straight to it.
    declined:
      event: declined
      mail:
        to: submitter
        subject: On your draft
        body: We've decided not to build this draft. If the situation changes, get back in touch and we'll take another look.
  transitions:
    approved:
    - previewed
    - declined
    open:
    - approved
    - declined
  attended_by: |
    approved -> previewed: the n8n workflow that builds the draft site from an approved intake (docker, rauthy, portal content) and sends the preview link. Until it exists, owners run portal-trainer by hand and press the button.