autopilot-core-sandbox 0.0.1

package/dist/server-safe/automations.js

@@ -0,0 +1,757 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.AUTOMATION_PRESETS = exports.AutomationRuleLimitError = exports.MAX_AUTOMATION_RULES_PER_COMPANY = exports.AUTOMATION_ACTION_LABELS = exports.AUTOMATION_TRIGGERS = exports.DEFAULT_SETTINGS_AUTOMATION = exports.A2P_APPROVED_STATUS = exports.AUTOMATION_CONDITION_FIELD_OPS = exports.AUTOMATION_CONDITION_OPS = exports.AUTOMATION_CONDITION_FIELDS = exports.AUTOMATION_RUN_STATUSES = exports.AUTOMATION_SKIP_REASONS = exports.AUTOMATION_EVENT_TYPES = exports.ANCHOR_TRIGGER_TYPES = exports.AUTOMATION_ACTION_TYPES = exports.AUTOMATION_TRIGGER_TYPES = void 0;
+exports.normalizeConditionGroups = normalizeConditionGroups;
+exports.formatLocalDate = formatLocalDate;
+exports.buildDedupeKey = buildDedupeKey;
+exports.evaluateConditionRow = evaluateConditionRow;
+exports.evaluateConditions = evaluateConditions;
+exports.getLocalMinutes = getLocalMinutes;
+exports.isInsideQuietHours = isInsideQuietHours;
+exports.getQuietHoursHold = getQuietHoursHold;
+exports.getDeliveryWindowHold = getDeliveryWindowHold;
+exports.validateAutomationRuleInput = validateAutomationRuleInput;
+exports.formatAutomationTriggerSummary = formatAutomationTriggerSummary;
+exports.getAutomationOverlapWarnings = getAutomationOverlapWarnings;
+const constants_1 = require("./constants");
+exports.AUTOMATION_TRIGGER_TYPES = [
+    'job_created',
+    'job_status_changed',
+    'job_rescheduled',
+    'schedule_time_relative',
+    'rental_date_relative',
+    'rental_task_completed',
+    'estimate_sent',
+    'estimate_approved',
+    'estimate_declined',
+    'estimate_pending',
+    'invoice_due_relative',
+    'lead_created',
+    'lead_converted',
+    'booking_request_received',
+    'booking_confirmed',
+    'booking_declined',
+];
+exports.AUTOMATION_ACTION_TYPES = [
+    'sms_client',
+    'email_client',
+    'notify_team',
+    'apply_tag',
+    'webhook',
+];
+exports.ANCHOR_TRIGGER_TYPES = [
+    'schedule_time_relative',
+    'rental_date_relative',
+    'estimate_pending',
+    'invoice_due_relative',
+];
+exports.AUTOMATION_EVENT_TYPES = [
+    'job_created',
+    'job_deleted',
+    'job_status_changed',
+    'job_rescheduled',
+    'rental_task_completed',
+    'booking_request_received',
+    'booking_confirmed',
+    'booking_declined',
+    'estimate_sent',
+    'estimate_approved',
+    'estimate_declined',
+    'lead_created',
+    'lead_converted',
+];
+exports.AUTOMATION_SKIP_REASONS = [
+    'a2p_not_approved',
+    'opted_out',
+    'do_not_sms',
+    'condition_not_met',
+    'stale_reschedule',
+    'trigger_no_longer_true',
+    'rule_disabled',
+    'missing_phone',
+    'missing_from_number',
+    'missing_email',
+    'email_suppressed',
+    'entity_deleted',
+    'no_recipients',
+    'not_entitled',
+    'missed_window',
+    'tag_already_present',
+    'webhook_endpoint_missing',
+    'invoice_paid',
+];
+exports.AUTOMATION_RUN_STATUSES = [
+    'pending',
+    'processing',
+    'sent',
+    'skipped',
+    'failed',
+    'dead',
+];
+exports.AUTOMATION_CONDITION_FIELDS = [
+    'job_type',
+    'client_tag',
+    'job_source',
+    'balance_due',
+];
+exports.AUTOMATION_CONDITION_OPS = [
+    'is',
+    'is_not',
+    'gt',
+    'gte',
+    'lt',
+    'lte',
+];
+exports.AUTOMATION_CONDITION_FIELD_OPS = {
+    job_type: ['is', 'is_not'],
+    client_tag: ['is', 'is_not'],
+    job_source: ['is', 'is_not'],
+    balance_due: ['gt', 'gte', 'lt', 'lte'],
+};
+exports.A2P_APPROVED_STATUS = 'A2P Campaign is Approved';
+function normalizeConditionGroups(raw) {
+    if (!raw)
+        return [];
+    if (Array.isArray(raw))
+        return raw.length ? [{ all: raw }] : [];
+    return (raw.any ?? []).filter((g) => (g.all ?? []).length > 0);
+}
+exports.DEFAULT_SETTINGS_AUTOMATION = {
+    quiet_hours_enabled: true,
+    quiet_hours_start: '21:00',
+    quiet_hours_end: '08:00',
+};
+const JOB_CONDITIONS = [
+    'job_type',
+    'client_tag',
+    'job_source',
+    'balance_due',
+];
+exports.AUTOMATION_TRIGGERS = {
+    job_created: {
+        label: 'Job is created',
+        group: 'Jobs',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+    job_status_changed: {
+        label: 'Job status changes to…',
+        group: 'Jobs',
+        timingModes: ['immediate', 'after'],
+        config: 'job_status',
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+    job_rescheduled: {
+        label: 'Job is rescheduled',
+        group: 'Jobs',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+        extraVariables: ['oldStartTime', 'newStartTime'],
+    },
+    schedule_time_relative: {
+        label: 'Relative to job scheduled start',
+        group: 'Jobs',
+        timingModes: ['before', 'after'],
+        anchorLabel: 'job scheduled start',
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+    rental_date_relative: {
+        label: 'Relative to rental drop-off / pickup date',
+        group: 'Rentals',
+        timingModes: ['before', 'after'],
+        anchorLabel: 'the rental date',
+        config: 'rental_kind',
+        variableContext: 'rental',
+        conditionFields: JOB_CONDITIONS,
+    },
+    rental_task_completed: {
+        label: 'Rental task is completed',
+        group: 'Rentals',
+        timingModes: ['immediate', 'after'],
+        config: 'rental_task',
+        variableContext: 'rental',
+        conditionFields: JOB_CONDITIONS,
+    },
+    estimate_sent: {
+        label: 'Estimate is sent',
+        group: 'Estimates',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'estimate',
+        conditionFields: ['client_tag'],
+    },
+    estimate_approved: {
+        label: 'Estimate is approved',
+        group: 'Estimates',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'estimate',
+        conditionFields: ['client_tag'],
+    },
+    estimate_declined: {
+        label: 'Estimate is declined',
+        group: 'Estimates',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'estimate',
+        conditionFields: ['client_tag'],
+    },
+    estimate_pending: {
+        label: 'Estimate sent but still pending after…',
+        group: 'Estimates',
+        timingModes: [],
+        config: 'pending_days',
+        variableContext: 'estimate',
+        conditionFields: ['client_tag'],
+    },
+    invoice_due_relative: {
+        label: 'Relative to invoice due date',
+        group: 'Invoices',
+        timingModes: ['before', 'after'],
+        anchorLabel: 'the invoice due date',
+        variableContext: 'invoice',
+        conditionFields: ['client_tag'],
+    },
+    lead_created: {
+        label: 'Lead is created',
+        group: 'Leads',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'lead',
+        conditionFields: ['client_tag'],
+    },
+    lead_converted: {
+        label: 'Lead becomes a client',
+        group: 'Leads',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'lead',
+        conditionFields: ['client_tag'],
+    },
+    booking_request_received: {
+        label: 'Booking request is received',
+        group: 'Booking',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+    booking_confirmed: {
+        label: 'Booking request is confirmed',
+        group: 'Booking',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+    booking_declined: {
+        label: 'Booking request is declined',
+        group: 'Booking',
+        timingModes: ['immediate', 'after'],
+        variableContext: 'job',
+        conditionFields: JOB_CONDITIONS,
+    },
+};
+exports.AUTOMATION_ACTION_LABELS = {
+    sms_client: 'Text the client',
+    email_client: 'Email the client',
+    notify_team: 'Notify the team',
+    apply_tag: 'Apply a tag to the client',
+    webhook: 'Send a webhook',
+};
+exports.MAX_AUTOMATION_RULES_PER_COMPANY = 30;
+class AutomationRuleLimitError extends Error {
+    constructor(limit = exports.MAX_AUTOMATION_RULES_PER_COMPANY) {
+        super(`This company has reached the limit of ${limit} active automation rules. Disable or delete a rule to add another.`);
+        this.name = 'AutomationRuleLimitError';
+        this.limit = limit;
+    }
+}
+exports.AutomationRuleLimitError = AutomationRuleLimitError;
+function formatLocalDate(date, timeZone) {
+    return new Intl.DateTimeFormat('en-CA', {
+        timeZone,
+        year: 'numeric',
+        month: '2-digit',
+        day: '2-digit',
+    }).format(date);
+}
+function buildDedupeKey(triggerType, p) {
+    switch (triggerType) {
+        case 'job_created':
+            return `jobcreated:${p.jobId}`;
+        case 'job_status_changed':
+            return `status:${p.jobId}:${p.status}:${p.eventDate}`;
+        case 'job_rescheduled':
+            return `resched:${p.jobId}:${p.eventDate}`;
+        case 'schedule_time_relative':
+            return `schedtime:${p.jobId}:${p.anchorDate}`;
+        case 'rental_date_relative':
+            return `rental:${p.taskKind}:${p.jobId}:${p.anchorDate}`;
+        case 'rental_task_completed':
+            return `rentaldone:${p.jobId}:${p.taskType}:${p.eventDate}`;
+        case 'estimate_sent':
+            return `estsent:${p.estimateId}`;
+        case 'estimate_approved':
+            return `estappr:${p.estimateId}`;
+        case 'estimate_declined':
+            return `estdecl:${p.estimateId}`;
+        case 'estimate_pending':
+            return `estpending:${p.estimateId}`;
+        case 'invoice_due_relative':
+            return `invdue:${p.invoiceId}:${p.anchorDate}`;
+        case 'lead_created':
+            return `lead:${p.clientId}`;
+        case 'lead_converted':
+            return `leadconv:${p.clientId}`;
+        case 'booking_request_received':
+            return `bookreq:${p.jobId}`;
+        case 'booking_confirmed':
+            return `bookconf:${p.jobId}`;
+        case 'booking_declined':
+            return `bookdecl:${p.jobId}`;
+    }
+}
+const norm = (s) => (s ?? '').trim().toLowerCase();
+function evaluateConditionRow(c, facts) {
+    if (c.field === 'balance_due') {
+        const fact = facts.balanceDue;
+        const want = Number(c.value);
+        if (fact == null || !Number.isFinite(fact) || !Number.isFinite(want))
+            return false;
+        switch (c.op) {
+            case 'gt':
+                return fact > want;
+            case 'gte':
+                return fact >= want;
+            case 'lt':
+                return fact < want;
+            case 'lte':
+                return fact <= want;
+            default:
+                return false;
+        }
+    }
+    const want = norm(c.value);
+    let matches;
+    switch (c.field) {
+        case 'client_tag':
+            matches = (facts.clientTagNames ?? []).some((t) => norm(t) === want);
+            break;
+        case 'job_type':
+            matches = norm(facts.jobType) !== '' && norm(facts.jobType) === want;
+            break;
+        case 'job_source':
+            matches = norm(facts.jobSource) !== '' && norm(facts.jobSource) === want;
+            break;
+    }
+    return c.op === 'is' ? matches : !matches;
+}
+function evaluateConditions(conditions, facts) {
+    const groups = normalizeConditionGroups(conditions);
+    if (groups.length === 0)
+        return true;
+    return groups.some((g) => g.all.every((c) => evaluateConditionRow(c, facts)));
+}
+const parseHm = (t) => {
+    const [h, m] = t.split(':');
+    return Number(h) * 60 + Number(m || 0);
+};
+function getLocalMinutes(date, timeZone) {
+    const parts = new Intl.DateTimeFormat('en-US', {
+        timeZone,
+        hour12: false,
+        hour: '2-digit',
+        minute: '2-digit',
+    }).formatToParts(date);
+    const h = Number(parts.find((x) => x.type === 'hour')?.value ?? '0') % 24;
+    const m = Number(parts.find((x) => x.type === 'minute')?.value ?? '0');
+    return h * 60 + m;
+}
+function isInsideQuietHours(nowUtc, timeZone, settings) {
+    if (!settings.quiet_hours_enabled)
+        return false;
+    const start = parseHm(settings.quiet_hours_start);
+    const end = parseHm(settings.quiet_hours_end);
+    if (start === end)
+        return false;
+    const local = getLocalMinutes(nowUtc, timeZone);
+    return start < end ? local >= start && local < end : local >= start || local < end;
+}
+function getQuietHoursHold(nowUtc, timeZone, settings) {
+    if (!isInsideQuietHours(nowUtc, timeZone, settings))
+        return null;
+    const end = parseHm(settings.quiet_hours_end);
+    const local = getLocalMinutes(nowUtc, timeZone);
+    const minutesUntilEnd = (end - local + 24 * 60) % (24 * 60) || 24 * 60;
+    return new Date(nowUtc.getTime() + minutesUntilEnd * 60000);
+}
+function getDeliveryWindowHold(nowUtc, timeZone, window) {
+    if (!window || !window.start || !window.end)
+        return null;
+    const start = parseHm(window.start);
+    const end = parseHm(window.end);
+    if (start === end)
+        return null;
+    const local = getLocalMinutes(nowUtc, timeZone);
+    const inside = start < end ? local >= start && local < end : local >= start || local < end;
+    if (inside)
+        return null;
+    const minutesUntilStart = (start - local + 24 * 60) % (24 * 60) || 24 * 60;
+    return new Date(nowUtc.getTime() + minutesUntilStart * 60000);
+}
+const isHm = (s) => typeof s === 'string' && /^\d{1,2}:\d{2}$/.test(s) && parseHm(s) < 24 * 60;
+const isPositiveInt = (n) => typeof n === 'number' && Number.isInteger(n) && n > 0;
+const validDelay = (d) => d == null ||
+    (isPositiveInt(d.offset_value) &&
+        ['minutes', 'hours', 'days'].includes(d.offset_unit));
+function validateAutomationRuleInput(rule) {
+    const errors = [];
+    const t = rule.trigger_type;
+    const tc = rule.trigger_config ?? {};
+    const ac = rule.action_config ?? {};
+    if (!rule.name?.trim())
+        errors.push('Rule name is required.');
+    if (!exports.AUTOMATION_TRIGGER_TYPES.includes(t))
+        errors.push('Unknown trigger type.');
+    if (!exports.AUTOMATION_ACTION_TYPES.includes(rule.action_type))
+        errors.push('Unknown action type.');
+    if (rule.action_type !== 'apply_tag' &&
+        rule.action_type !== 'webhook' &&
+        !rule.message_template?.trim())
+        errors.push('Message is required.');
+    switch (t) {
+        case 'job_status_changed':
+            if (!tc.status ||
+                !Object.values(constants_1.JOB_STATUS).includes(tc.status))
+                errors.push('Pick a job status for this trigger.');
+            if (!validDelay(tc.delay))
+                errors.push('Invalid delay.');
+            break;
+        case 'schedule_time_relative':
+            if (tc.direction !== 'before' && tc.direction !== 'after')
+                errors.push('Pick before or after the scheduled start.');
+            if (!isPositiveInt(tc.offset_value))
+                errors.push('Enter a time amount.');
+            if (!['minutes', 'hours', 'days'].includes(tc.offset_unit ?? ''))
+                errors.push('Pick a time unit.');
+            if (tc.any_time_send_at != null && !isHm(tc.any_time_send_at))
+                errors.push('Invalid send time for all-day visits.');
+            break;
+        case 'rental_date_relative':
+            if (tc.task_kind !== 'drop_off' && tc.task_kind !== 'pick_up')
+                errors.push('Pick drop-off or pickup.');
+            if (tc.task_kind === 'drop_off' && tc.direction !== 'before')
+                errors.push('Drop-off reminders must be before the drop-off date.');
+            if (tc.direction !== 'before' && tc.direction !== 'after')
+                errors.push('Pick before or after the rental date.');
+            if (!isPositiveInt(tc.offset_value))
+                errors.push('Enter a number of days.');
+            if (tc.offset_unit !== 'days')
+                errors.push('Rental date offsets are in days.');
+            if (tc.send_at != null && !isHm(tc.send_at))
+                errors.push('Invalid send time.');
+            break;
+        case 'rental_task_completed':
+            if (!validDelay(tc.delay))
+                errors.push('Invalid delay.');
+            break;
+        case 'estimate_pending':
+            if (!isPositiveInt(tc.days))
+                errors.push('Enter how many days to wait for a response.');
+            break;
+        case 'invoice_due_relative':
+            if (tc.direction !== 'before' && tc.direction !== 'after')
+                errors.push('Pick before or after the invoice due date.');
+            if (!isPositiveInt(tc.offset_value))
+                errors.push('Enter a number of days.');
+            if (tc.offset_unit !== 'days')
+                errors.push('Invoice due date offsets are in days.');
+            if (tc.send_at != null && !isHm(tc.send_at))
+                errors.push('Invalid send time.');
+            break;
+        case 'job_rescheduled':
+        case 'lead_converted':
+            if (!validDelay(tc.delay))
+                errors.push('Invalid delay.');
+            break;
+        default:
+            if (!validDelay(tc.delay))
+                errors.push('Invalid delay.');
+            break;
+    }
+    if (rule.action_type === 'email_client' && !ac.subject?.trim())
+        errors.push('Email subject is required.');
+    if (rule.action_type === 'notify_team') {
+        const r = ac.recipient;
+        if (!r)
+            errors.push('Pick who to notify.');
+        else if (r.kind === 'role' && !r.permission_role_id)
+            errors.push('Pick a role to notify.');
+        else if (r.kind === 'user' && !r.user_id)
+            errors.push('Pick a person to notify.');
+    }
+    if (rule.action_type === 'apply_tag' && !ac.tag_name?.trim())
+        errors.push('Enter the tag to apply.');
+    if (rule.action_type === 'webhook' && !ac.endpoint_id)
+        errors.push('Pick a webhook endpoint.');
+    if (ac.delivery_window != null) {
+        if (rule.action_type !== 'sms_client' && rule.action_type !== 'email_client')
+            errors.push('Delivery windows only apply to client texts and emails.');
+        else if (!isHm(ac.delivery_window.start) || !isHm(ac.delivery_window.end))
+            errors.push('Invalid delivery window times.');
+        else if (parseHm(ac.delivery_window.start) === parseHm(ac.delivery_window.end))
+            errors.push('Delivery window start and end must differ.');
+    }
+    const conditionFields = exports.AUTOMATION_TRIGGERS[t]?.conditionFields ?? [];
+    for (const group of normalizeConditionGroups(rule.conditions)) {
+        for (const c of group.all) {
+            if (!exports.AUTOMATION_CONDITION_FIELDS.includes(c.field)) {
+                errors.push('Unknown condition field.');
+                continue;
+            }
+            if (!exports.AUTOMATION_CONDITION_FIELD_OPS[c.field].includes(c.op))
+                errors.push('Unknown condition operator.');
+            if (!conditionFields.includes(c.field))
+                errors.push('That condition is not available for this trigger.');
+            if (c.field === 'balance_due') {
+                const n = Number(c.value);
+                if (!c.value?.trim() || !Number.isFinite(n) || n < 0)
+                    errors.push('Enter a dollar amount for the balance condition.');
+            }
+            else if (!c.value?.trim()) {
+                errors.push('Condition value is required.');
+            }
+        }
+    }
+    return errors;
+}
+const plural = (n, unit) => {
+    const word = unit === 'minutes' ? 'minute' : unit === 'hours' ? 'hour' : 'day';
+    return `${n} ${word}${n === 1 ? '' : 's'}`;
+};
+const delaySuffix = (tc) => tc.delay ? `, ${plural(tc.delay.offset_value, tc.delay.offset_unit)} later` : '';
+function formatAutomationTriggerSummary(rule) {
+    const tc = rule.trigger_config ?? {};
+    switch (rule.trigger_type) {
+        case 'job_created':
+            return `When a job is created${delaySuffix(tc)}`;
+        case 'job_status_changed':
+            return `When job status becomes ${tc.status ?? '?'}${delaySuffix(tc)}`;
+        case 'job_rescheduled':
+            return `When a job is rescheduled${delaySuffix(tc)}`;
+        case 'schedule_time_relative':
+            return `${plural(tc.offset_value ?? 0, tc.offset_unit ?? 'days')} ${tc.direction ?? 'before'} job scheduled start`;
+        case 'rental_date_relative':
+            return `${plural(tc.offset_value ?? 0, 'days')} ${tc.direction ?? 'before'} rental ${tc.task_kind === 'drop_off' ? 'drop-off' : 'pickup'}`;
+        case 'rental_task_completed':
+            return `When a rental task is completed${delaySuffix(tc)}`;
+        case 'estimate_sent':
+            return `When an estimate is sent${delaySuffix(tc)}`;
+        case 'estimate_approved':
+            return `When an estimate is approved${delaySuffix(tc)}`;
+        case 'estimate_declined':
+            return `When an estimate is declined${delaySuffix(tc)}`;
+        case 'estimate_pending':
+            return `Estimate still pending ${plural(tc.days ?? 0, 'days')} after sending`;
+        case 'invoice_due_relative':
+            return `${plural(tc.offset_value ?? 0, 'days')} ${tc.direction ?? 'after'} the invoice due date, if unpaid`;
+        case 'lead_created':
+            return `When a lead is created${delaySuffix(tc)}`;
+        case 'lead_converted':
+            return `When a lead becomes a client${delaySuffix(tc)}`;
+        case 'booking_request_received':
+            return `When a booking request is received${delaySuffix(tc)}`;
+        case 'booking_confirmed':
+            return `When a booking request is confirmed${delaySuffix(tc)}`;
+        case 'booking_declined':
+            return `When a booking request is declined${delaySuffix(tc)}`;
+    }
+}
+exports.AUTOMATION_PRESETS = [
+    {
+        key: 'appointment_reminder',
+        name: 'Appointment reminder',
+        description: 'Text the client the day before their scheduled job.',
+        rule: {
+            name: 'Appointment reminder',
+            is_enabled: true,
+            trigger_type: 'schedule_time_relative',
+            trigger_config: {
+                direction: 'before',
+                offset_value: 1,
+                offset_unit: 'days',
+            },
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, a reminder from {{companyName}}: your appointment is scheduled for {{jobDate}} at {{jobStartTime}}. Reply here with any questions.',
+        },
+    },
+    {
+        key: 'on_my_way',
+        name: 'Day-of heads-up',
+        description: 'Text the client an hour before the scheduled start.',
+        rule: {
+            name: 'Day-of heads-up',
+            is_enabled: true,
+            trigger_type: 'schedule_time_relative',
+            trigger_config: {
+                direction: 'before',
+                offset_value: 1,
+                offset_unit: 'hours',
+            },
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, {{companyName}} here. We are scheduled to arrive around {{jobStartTime}} today. See you soon!',
+        },
+    },
+    {
+        key: 'review_request',
+        name: 'Review request',
+        description: 'Ask for a review the day after a job is completed.',
+        rule: {
+            name: 'Review request',
+            is_enabled: true,
+            trigger_type: 'job_status_changed',
+            trigger_config: {
+                status: 'Completed',
+                delay: { offset_value: 1, offset_unit: 'days' },
+            },
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, thanks for choosing {{companyName}}! If you were happy with our work, would you mind leaving us a quick review? It really helps. Thank you!',
+        },
+    },
+    {
+        key: 'estimate_follow_up',
+        name: 'Estimate follow-up',
+        description: 'Nudge the client 3 days after an estimate goes unanswered.',
+        rule: {
+            name: 'Estimate follow-up',
+            is_enabled: true,
+            trigger_type: 'estimate_pending',
+            trigger_config: { days: 3 },
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, just following up from {{companyName}} on the estimate we sent over. Happy to answer any questions — let us know how you would like to proceed.',
+        },
+    },
+    {
+        key: 'rental_return_reminder',
+        name: 'Rental pickup reminder',
+        description: 'Remind the client the day before a rental pickup.',
+        rule: {
+            name: 'Rental pickup reminder',
+            is_enabled: true,
+            trigger_type: 'rental_date_relative',
+            trigger_config: {
+                task_kind: 'pick_up',
+                direction: 'before',
+                offset_value: 1,
+                offset_unit: 'days',
+                send_at: '09:00',
+            },
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, a reminder from {{companyName}}: we are scheduled to pick up your rental on {{pickupDate}}. Please make sure the area is accessible. Thank you!',
+        },
+    },
+    {
+        key: 'booking_acknowledgment',
+        name: 'Booking acknowledgment',
+        description: 'Instantly confirm receipt of a new booking request.',
+        rule: {
+            name: 'Booking acknowledgment',
+            is_enabled: true,
+            trigger_type: 'booking_request_received',
+            trigger_config: {},
+            conditions: [],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, thanks for your request! {{companyName}} has received it and we will confirm your appointment shortly.',
+        },
+    },
+    {
+        key: 'overdue_invoice_admin',
+        name: 'Overdue invoice notice',
+        description: 'Notify your team when an invoice is 3 days past due and still unpaid.',
+        rule: {
+            name: 'Overdue invoice notice',
+            is_enabled: true,
+            trigger_type: 'invoice_due_relative',
+            trigger_config: {
+                direction: 'after',
+                offset_value: 3,
+                offset_unit: 'days',
+                send_at: '09:00',
+            },
+            conditions: [],
+            action_type: 'notify_team',
+            action_config: {},
+            message_template: 'Invoice {{invoiceNumber}} for {{firstName}} {{lastName}} is overdue. Amount due: {{amountDue}}. Due date was {{dueDate}}.',
+        },
+    },
+    {
+        key: 'payment_reminder',
+        name: 'Payment reminder',
+        description: 'Text clients with a remaining balance 2 days after their job is completed.',
+        rule: {
+            name: 'Payment reminder',
+            is_enabled: true,
+            trigger_type: 'job_status_changed',
+            trigger_config: {
+                status: 'Completed',
+                delay: { offset_value: 2, offset_unit: 'days' },
+            },
+            conditions: [{ field: 'balance_due', op: 'gt', value: '0' }],
+            action_type: 'sms_client',
+            action_config: {},
+            message_template: 'Hi {{firstName}}, thanks for choosing {{companyName}}! Our records show a remaining balance on your recent job. You can pay any time; reply here with any questions.',
+        },
+    },
+];
+const STATUS_TO_NOTIFICATION_STEM = {
+    Open: 'job_open',
+    'On My Way': 'job_on_my_way',
+    'In Progress': 'job_in_progress',
+    Completed: 'job_completed',
+    Canceled: 'job_canceled',
+};
+const flagOn = (settings, key) => settings?.[key] === true;
+function getAutomationOverlapWarnings(rule, settingsNotification) {
+    const warnings = [];
+    if (!settingsNotification)
+        return warnings;
+    const tc = rule.trigger_config ?? {};
+    if (rule.trigger_type === 'job_status_changed' && !tc.delay) {
+        const stem = STATUS_TO_NOTIFICATION_STEM[tc.status ?? ''];
+        if (stem && rule.action_type === 'sms_client') {
+            if (flagOn(settingsNotification, `customer_${stem}_enabled`)) {
+                warnings.push({
+                    message: `Your existing Job SMS notification for "${tc.status}" is also enabled (Settings → SMS Notifications). Both messages will send when this status is set.`,
+                });
+            }
+        }
+        if (stem && rule.action_type === 'notify_team') {
+            if (flagOn(settingsNotification, `employee_${stem}_enabled`) ||
+                flagOn(settingsNotification, `contractor_${stem}_enabled`)) {
+                warnings.push({
+                    message: `Your existing team SMS notifications for "${tc.status}" are also enabled (Settings → SMS Notifications). Your team will be notified twice when this status is set.`,
+                });
+            }
+        }
+    }
+    if (rule.action_type === 'sms_client' &&
+        flagOn(settingsNotification, 'customer_job_reminder_enabled') &&
+        ((rule.trigger_type === 'schedule_time_relative' &&
+            tc.direction === 'before') ||
+            rule.trigger_type === 'rental_date_relative')) {
+        warnings.push({
+            message: 'Your existing day-before job reminder is also enabled (Settings → SMS Notifications). Clients may receive both that reminder and this automation.',
+        });
+    }
+    return warnings;
+}
+//# sourceMappingURL=automations.js.map