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

  # A guest for a conversation on chat.uhhm.no: an account at id.uhhm.no
  # with a passkey of their own, a place in cnats_users (which is what
  # lets someone into the lobby, where the video calls are), and a mail
  # saying when to turn up. The link lasts 24 hours.
  - name: Invite to a conversation
    description: >
      Someone you want to talk to on chat.uhhm.no. They get a mail from
      bl@uhhm.no with a link to make a passkey with us (valid for 24
      hours) and the time to turn up in the lobby, where the video is.
    action: /review
    consequence: [Send the invite]
    invite:
      group: cnats_users
      mail:
        subject: "A conversation with {site_name}, {tidspunkt}"
        body: |-
          Hello {name},

          You are invited to a conversation on chat.uhhm.no, {tidspunkt}.

          First, make a passkey with us. Open the link below, add a
          passkey, and press "Save" at the end: without Save it is not
          kept. The link works until {expires}:

          {link}

          Your username is {username}.

          When the time comes, go to https://chat.uhhm.no, sign in with
          the passkey, and you land in the lobby. Press the video button
          there, and we are in.

          {notat}
    features:
      - name: ""
        description: Who, and when to meet in the lobby.
        requirements:
          - name: name
            label: Name
          - name: email
            label: Email
            type: email
          - name: tidspunkt
            label: When
            type: datetime-local
          - name: notat
            label: A line for them (optional)
            type: textarea
            optional: true

  # Every invite sent from here, from portal's own invites bucket. The
  # row carries the one-time link too, should the mail not reach them.
  - name: Invited
    description: >
      Everyone invited from this desk, with their one-time link and when
      it runs out. The mail went out by itself; the link is here should
      it not reach them. A link that ran out can be sent again; mark an
      invite done once they have signed in.
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: One row per invite.
        resource:
          source: { kind: kv, bucket: portal_invites }
          requires_group: owners
          transitions:
            - { from: open, to: done, label: Done }
            - { from: expired, to: open, label: Send again }
            - { from: expired, to: done, label: Done }

  - 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

  # The juniper question (/einer): everyone following along and everyone
  # offering wood, equipment or lab time, in one list.
  - name: Einer
    description: >
      Innkomne fra /einer — svar dem, eller lukk raden når samtalen er
      ferdig.
    action: /review
    consequence: [Confirm]
    features:
      - name: ""
        description: ""
        resource:
          source:
            kind: kv
            bucket: einer
          requires_group: owners
          transitions:
            - to: answered
              label: Answered
            - to: closed
              label: Close
            - from: answered
              to: closed
              label: Close

  - 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