portal/runs/uhhm-2026-09-28/site/aggregates.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 request about {about}
        body: |-
          {name}, your request about {about} has reached the custodians of the redoal network. A custodian will answer you at {email}.
          {site}
          UHHM
    in_dialogue:
      event: in_dialogue
    resolved:
      event: resolved
      mail:
        to: submitter
        subject: Your request about {about} is resolved
        body: |-
          {name}, the custodians have resolved your request about {about}. If something is still wrong, reply to this mail and a custodian will read it.
          {site}
          UHHM
    declined:
      event: declined
      mail:
        to: submitter
        subject: 'Your request about {about}: declined'
        body: |-
          {name}, the custodians have declined your request about {about}. You can reply to this mail to ask about it, and a reply reaches the people who decided.
          {site}
          UHHM
  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 the brief from {organization}
        body: |-
          {name}, the brief from {organization} has reached us, and we will read all of it. You will get a considered reply at {email}.
          {site}
          UHHM

          What you can do next: {site}/decide/commission?chain={chain}&email={email}
    accepted:
      event: accepted
      mail:
        to: submitter
        subject: '{organization}: we would like to take your project on'
        body: |-
          {name}, we have read the brief from {organization} and would like to take the project on. Reply to this mail and we will agree on the next step.
          {site}
          UHHM
    declined:
      event: declined
      mail:
        to: submitter
        subject: '{organization}: we cannot take your project on'
        body: |-
          {name}, we have read the brief from {organization} and cannot take the project on. You can reply to this mail to ask about it, and a reply reaches the people who decided.
          {site}
          UHHM
  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 have your trial request for {business}
        body: |-
          Your request for {business} has reached us, and a person will read it before anything is built. You will hear from us at {email} once it has been decided.
          {site}
          UHHM
    approved:
      event: approved
      mail:
        to: submitter
        subject: '{business}: your trial is approved'
        body: |-
          We have approved the trial for {business}, and we are now building a first draft of a site from your own words. You will get a mail at {email} when it is ready to look at.
          {site}
          UHHM
    previewed:
      event: previewed
      mail:
        to: submitter
        subject: '{business}: your first draft is ready'
        body: |-
          The first draft of a site for {business} is ready for you to look at. Reply to this mail and tell us what fits and what does not.
          {site}
          UHHM
    declined:
      event: declined
      mail:
        to: submitter
        subject: '{business}: we cannot build your trial'
        body: |-
          We have declined the trial for {business}. You can reply to this mail to ask about it, and a reply reaches the people who decided.
          {site}
          UHHM
  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.