questions/questions/review/index.yaml

name: What came in?
description: >
  Sign in as an organizational owner to see what's come in.
alternatives:
  - name: Applicants
    description: ""
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: applicants
          requires_group: owners
          transitions:
            - to: invited
              label: Invite
            - to: declined
              label: Decline
            - from: invited
              to: active
              label: Onboard
            - from: invited
              to: declined
              label: Decline
            - from: active
              to: departed
              label: Depart

  - name: Organizations
    description: >
      Client relationships as tracked state — advanced as the
      relationship becomes real.
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: organizations
          requires_group: owners
          transitions:
            - from: prospect
              to: client
              label: Becomes client
            - from: prospect
              to: past_client
              label: Archive
            - from: client
              to: past_client
              label: Churn

  - name: Record a prospect
    description: >
      A relationship worth tracking before it's a project — enter it
      here and walk it through its states from the desk.
    action: /review
    consequence: [Record]
    record_as: organizations
    encouragements:
      - Written down is halfway to followed up.
    features:
      - name: ""
        description: The organization and one person there to reach.
        requirements:
          - name: name
            label: Organization
          - name: contact
            label: Contact
          - name: note
            label: Anything worth remembering
            type: textarea
            optional: true

  - name: Projects
    description: ""
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: projects
          requires_group: owners
          transitions:
            - to: accepted
              label: Accept
            - to: declined
              label: Decline

  - name: Subscribers
    description: ""
    action: /review
    consequence: [Send]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: subscribers
          requires_group: owners
      - name: Compose newsletter
        description: >
          Sends to everyone above - picked up by an automation watching
          this question, not portal itself.
        requirements:
          - name: subject
            label: Subject
          - name: body
            label: Body
            type: prosekit

  - name: Announced pages
    description: >
      Pages with an `event:` window, kept here by portal itself. When a
      window closes the record becomes a task: post what happened,
      then mark it done.
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: portal_events
          requires_group: owners
          transitions:
            - from: awaiting_summary
              to: summarized
              label: Posted what happened
            - from: announced
              to: summarized
              label: Needs no summary