placementt-core 1.400.1255 → 1.400.1256

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Files changed (12) hide show
  1. package/lib/bulkEngagement.d.ts +45 -4
  2. package/lib/bulkEngagement.js +74 -11
  3. package/lib/bulkEngagement.js.map +1 -1
  4. package/lib/bulkEngagement.test.js +47 -0
  5. package/lib/bulkEngagement.test.js.map +1 -1
  6. package/lib/renewals.d.ts +2 -4
  7. package/lib/renewals.js +3 -5
  8. package/lib/renewals.js.map +1 -1
  9. package/package.json +1 -1
  10. package/src/bulkEngagement.test.ts +59 -1
  11. package/src/bulkEngagement.ts +96 -11
  12. package/src/renewals.ts +2 -5
package/lib/bulkEngagement.d.ts CHANGED
@@ -1,5 +1,6 @@
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- import { InstituteData } from "./typeDefinitions";
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+ import { CohortData, ExternalEvent, InstituteData } from "./typeDefinitions";
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  import { ResolvedProducts } from "./productResolver";
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+ import { SurveyCycle } from "./surveys/types";
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  /**
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  * Bulk engagement emails: one admin email template, sent now to many schools.
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  * The admin decides what goes out and when; this only suggests which schools
@@ -31,6 +32,35 @@ export declare const BULK_TEST_RECIPIENT = "tom@careerthread.co.uk";
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  export declare const BULK_TEST_SCHOOLS = 3;
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  /** A school that had this email this recently isn't suggested it again. */
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  export declare const RECENTLY_SENT_DAYS = 60;
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+ /**
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+ * What a school has confirmed for this academic year or later. Drafts don't
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+ * count: autoCreateCohorts starts a blank cohort for every recurring group
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+ * each year, whether or not the school goes on to use it.
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+ */
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+ export type BulkYearSetup = {
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+ cohorts: number;
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+ surveys: number;
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+ events: number;
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+ };
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+ /**
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+ * Counts what a school has confirmed for the current academic year or later,
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+ * for checks like the renewal emails'.
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+ *
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+ * Each is counted once staff have finished it, and still counts after it ends:
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+ * - A cohort that has been activated, for this year. One made by hand before
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+ * cohorts carried `academicYear` is placed by its placement end date.
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+ * - A survey that isn't a draft.
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+ * - An event past its setup stages, on or after 1 September.
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+ *
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+ * @param {object} docs the school's cohorts, survey cycles and events.
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+ * @param {Date} now the current time.
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+ * @return {BulkYearSetup} how many of each.
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+ */
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+ export declare const bulkYearSetup: (docs: {
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+ cohorts: Partial<Pick<CohortData, "stage" | "academicYear" | "endPlacements">>[];
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+ surveyCycles: Partial<Pick<SurveyCycle, "status" | "academicYear">>[];
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+ events: Partial<Pick<ExternalEvent, "stage" | "startDate" | "endDate">>[];
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+ }, now: Date) => BulkYearSetup;
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  export type BulkEngagementSchool = {
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  institute: InstituteData;
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  products: ResolvedProducts;
@@ -43,6 +73,8 @@ export type BulkEngagementSchool = {
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  nextOnboardingTemplate?: string;
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  /** ISO date this email last went to the school, if it has. */
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  lastSent?: string;
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+ /** What it has confirmed for the year, for the checks that ask. Absent means unknown. */
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+ yearSetup?: BulkYearSetup;
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  };
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  export type BulkEngagementSuggestion = {
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  /** Ticked to start with in the send popup. */
@@ -51,12 +83,21 @@ export type BulkEngagementSuggestion = {
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  reason?: string;
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  flags: BulkEngagementFlag[];
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  };
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+ /** Whether an email suits a school, and why, for the admin. */
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+ export type BulkTemplateCheck = (school: BulkEngagementSchool) => {
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+ suggested: boolean;
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+ reason?: string;
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+ };
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+ /** The check for each email with its own rule for who it suits. Add an email here to give it one. */
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+ export declare const BULK_TEMPLATE_CHECKS: {
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+ [templateKey: string]: BulkTemplateCheck;
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+ };
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  /**
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  * Whether one email suits one school, and what is missing for it.
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  *
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- * Renewal emails are suggested to every paying school, and any other admin
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- * email to schools whose next onboarding step it is. Neither is suggested to a
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- * school that had it in the last 60 days.
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+ * The email's check in BULK_TEMPLATE_CHECKS decides, or failing that whether
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+ * it is the school's next onboarding step. Nothing is suggested to a school
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+ * with no one to send to, or that had the email in the last 60 days.
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  *
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  * @param {string} templateKey the admin email template.
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  * @param {BulkEngagementSchool} school the school.
package/lib/bulkEngagement.js CHANGED
@@ -1,9 +1,10 @@
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  "use strict";
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  Object.defineProperty(exports, "__esModule", { value: true });
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- exports.bulkSentAgo = exports.matchesBulkFilters = exports.bulkEngagementSuggestion = exports.RECENTLY_SENT_DAYS = exports.BULK_TEST_SCHOOLS = exports.BULK_TEST_RECIPIENT = exports.BULK_ENGAGEMENT_PRODUCT_LABELS = exports.BULK_ENGAGEMENT_PRODUCTS = exports.BULK_ENGAGEMENT_PACKAGE_LABELS = exports.BULK_ENGAGEMENT_BLOCKING_FLAGS = exports.BULK_ENGAGEMENT_FLAG_LABELS = void 0;
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+ exports.bulkSentAgo = exports.matchesBulkFilters = exports.bulkEngagementSuggestion = exports.BULK_TEMPLATE_CHECKS = exports.bulkYearSetup = exports.RECENTLY_SENT_DAYS = exports.BULK_TEST_SCHOOLS = exports.BULK_TEST_RECIPIENT = exports.BULK_ENGAGEMENT_PRODUCT_LABELS = exports.BULK_ENGAGEMENT_PRODUCTS = exports.BULK_ENGAGEMENT_PACKAGE_LABELS = exports.BULK_ENGAGEMENT_BLOCKING_FLAGS = exports.BULK_ENGAGEMENT_FLAG_LABELS = void 0;
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  const renewals_1 = require("./renewals");
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  const constants_1 = require("./constants");
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  const outreachRules_1 = require("./outreachRules");
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+ const schedule_1 = require("./surveys/schedule");
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  exports.BULK_ENGAGEMENT_FLAG_LABELS = {
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  noContacts: "No one to send to",
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  noRenewalDate: "No renewal date",
@@ -32,19 +33,84 @@ exports.BULK_TEST_RECIPIENT = "tom@careerthread.co.uk";
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  exports.BULK_TEST_SCHOOLS = 3;
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  /** A school that had this email this recently isn't suggested it again. */
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  exports.RECENTLY_SENT_DAYS = 60;
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+ /**
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+ * Counts what a school has confirmed for the current academic year or later,
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+ * for checks like the renewal emails'.
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+ *
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+ * Each is counted once staff have finished it, and still counts after it ends:
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+ * - A cohort that has been activated, for this year. One made by hand before
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+ * cohorts carried `academicYear` is placed by its placement end date.
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+ * - A survey that isn't a draft.
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+ * - An event past its setup stages, on or after 1 September.
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+ *
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+ * @param {object} docs the school's cohorts, survey cycles and events.
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+ * @param {Date} now the current time.
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+ * @return {BulkYearSetup} how many of each.
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+ */
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+ const bulkYearSetup = (docs, now) => {
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+ const year = (0, schedule_1.academicYearOf)(now);
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+ const yearStart = `${(0, schedule_1.currentAcademicStartYear)(now)}-09-01`;
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+ return {
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+ cohorts: docs.cohorts.filter((c) => ["created", "archived"].includes(c.stage || "") &&
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+ (c.academicYear ? (0, schedule_1.normaliseAcademicYear)(c.academicYear) >= year : (c.endPlacements || "") >= yearStart)).length,
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+ surveys: docs.surveyCycles.filter((c) => c.status !== "draft" && (c.academicYear || "") >= year).length,
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+ events: docs.events.filter((e) => ["preEvent", "created"].includes(e.stage || "") &&
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+ (e.endDate || e.startDate || "") >= yearStart).length,
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+ };
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+ };
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+ exports.bulkYearSetup = bulkYearSetup;
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+ /**
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+ * Lists what a school has confirmed, for the admin.
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+ *
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+ * @param {BulkYearSetup} setup what it has confirmed.
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+ * @return {string} "2 cohorts, 1 survey", or "" if nothing.
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+ */
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+ const describeYearSetup = ({ cohorts, surveys, events }) => [[cohorts, "cohort"], [surveys, "survey"], [events, "event"]]
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+ .filter(([n]) => n)
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+ .map(([n, noun]) => `${n} ${noun}${n === 1 ? "" : "s"}`)
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+ .join(", ");
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+ /**
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+ * Suggests a renewal email to a paying school with nothing confirmed for this
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+ * academic year. A school running cohorts, surveys or events is already using
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+ * the platform, and doesn't need asking about launching it.
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+ *
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+ * @param {BulkEngagementSchool} school the school.
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+ * @return {object} whether to suggest it, and why.
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+ */
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+ const notSetUpForYear = ({ institute, products, now, yearSetup }) => {
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+ if (!(0, renewals_1.renewalInfo)({ institute, products, now }).applies)
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+ return { suggested: false };
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+ const confirmed = yearSetup ? describeYearSetup(yearSetup) : "";
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+ const year = (0, schedule_1.academicYearOf)(now);
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+ if (confirmed)
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+ return { suggested: false, reason: `Set up for ${year}: ${confirmed}` };
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+ return { suggested: true, reason: yearSetup ? `Paying customer, nothing set up for ${year}` : "Paying customer" };
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+ };
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+ /**
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+ * Suggests an email to schools whose next onboarding step it is. What any
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+ * email without its own check uses.
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+ *
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+ * @param {string} templateKey the email.
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+ * @return {BulkTemplateCheck} the check.
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+ */
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+ const isNextOnboardingStep = (templateKey) => ({ nextOnboardingTemplate }) => nextOnboardingTemplate === templateKey ? { suggested: true, reason: "Their next onboarding step" } : { suggested: false };
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+ /** The check for each email with its own rule for who it suits. Add an email here to give it one. */
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+ exports.BULK_TEMPLATE_CHECKS = {
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+ engagementRenewalCheckIn: notSetUpForYear,
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+ };
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  /**
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  * Whether one email suits one school, and what is missing for it.
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  *
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- * Renewal emails are suggested to every paying school, and any other admin
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- * email to schools whose next onboarding step it is. Neither is suggested to a
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- * school that had it in the last 60 days.
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+ * The email's check in BULK_TEMPLATE_CHECKS decides, or failing that whether
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+ * it is the school's next onboarding step. Nothing is suggested to a school
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+ * with no one to send to, or that had the email in the last 60 days.
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  *
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  * @param {string} templateKey the admin email template.
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  * @param {BulkEngagementSchool} school the school.
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  * @return {BulkEngagementSuggestion} whether to suggest it, why, and its flags.
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  */
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  const bulkEngagementSuggestion = (templateKey, school) => {
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- const { institute, products, now, contactCount, hasQuote, nextOnboardingTemplate, lastSent } = school;
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+ const { institute, products, now, contactCount, hasQuote, lastSent } = school;
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  const params = constants_1.emailTemplates[templateKey]?.params || [];
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  const renewal = (0, renewals_1.renewalInfo)({ institute, products, now });
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  const recent = Boolean(lastSent) && now.getTime() - Date.parse(lastSent) < exports.RECENTLY_SENT_DAYS * 86400000;
@@ -59,12 +125,9 @@ const bulkEngagementSuggestion = (templateKey, school) => {
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  flags.push("noFinanceContact");
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  if (recent)
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  flags.push("sentRecently");
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- const none = { suggested: false, flags };
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- if (recent || flags.some((f) => exports.BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f)))
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- return none;
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- if (!renewals_1.RENEWAL_EMAIL_TEMPLATES.includes(templateKey))
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- return nextOnboardingTemplate === templateKey ? { suggested: true, reason: "Their next onboarding step", flags } : none;
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- return renewal.applies ? { suggested: true, reason: "Paying customer", flags } : none;
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+ const { suggested, reason } = (exports.BULK_TEMPLATE_CHECKS[templateKey] || isNextOnboardingStep(templateKey))(school);
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+ const blocked = recent || flags.some((f) => exports.BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f));
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+ return { suggested: suggested && !blocked, ...(reason ? { reason } : {}), flags };
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  };
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  exports.bulkEngagementSuggestion = bulkEngagementSuggestion;
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  /**
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1
+ 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package/lib/bulkEngagement.test.js CHANGED
@@ -22,12 +22,21 @@ const suggest = (templateKey, institute, date, extra = {}) => (0, bulkEngagement
22
22
  hasQuote: extra.hasQuote ?? true,
23
23
  nextOnboardingTemplate: extra.nextOnboardingTemplate,
24
24
  lastSent: extra.lastSent,
25
+ yearSetup: extra.yearSetup,
25
26
  });
26
27
  describe("bulk engagement suggestions", () => {
27
28
  it("suggests the check-in to every paying school, date or not", () => {
28
29
  expect(suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04")).toMatchObject({ suggested: true, reason: "Paying customer" });
29
30
  expect(suggest("engagementRenewalCheckIn", school(), "2026-11-04").suggested).toBe(true);
30
31
  });
32
+ it("doesn't suggest the check-in to a school with something confirmed for the year", () => {
33
+ const set = suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", { yearSetup: { cohorts: 2, surveys: 1, events: 0 } });
34
+ expect(set).toEqual({ suggested: false, reason: "Set up for 2026-27: 2 cohorts, 1 survey", flags: [] });
35
+ });
36
+ it("suggests the check-in to a school with nothing confirmed for the year", () => {
37
+ expect(suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", { yearSetup: { cohorts: 0, surveys: 0, events: 0 } }))
38
+ .toMatchObject({ suggested: true, reason: "Paying customer, nothing set up for 2026-27" });
39
+ });
31
40
  it("leaves out hub schools", () => {
32
41
  expect(suggest("engagementRenewalCheckIn", school("2027-01-10", { package: "careersSchool" }), "2026-11-04").suggested).toBe(false);
33
42
  });
@@ -48,6 +57,44 @@ describe("bulk engagement suggestions", () => {
48
57
  expect(suggest("engagementPickFeatures", school(), "2026-11-04", { nextOnboardingTemplate: "engagementPlanYear" }).suggested).toBe(false);
49
58
  });
50
59
  });
60
+ describe("bulkYearSetup", () => {
61
+ const now = new Date("2026-11-04T09:00:00Z");
62
+ const count = (docs) => (0, bulkEngagement_1.bulkYearSetup)({ cohorts: [], surveyCycles: [], events: [], ...docs }, now);
63
+ it("doesn't count the blank draft cohort made each year", () => {
64
+ expect(count({ cohorts: [{ stage: "name", academicYear: "2026/27", endPlacements: "" }] }).cohorts).toBe(0);
65
+ });
66
+ it("counts an activated cohort for this year or later, even once archived", () => {
67
+ expect(count({ cohorts: [
68
+ { stage: "created", academicYear: "2026/27" },
69
+ { stage: "created", academicYear: "2027/28" },
70
+ { stage: "archived", academicYear: "2026/27" },
71
+ { stage: "created", academicYear: "2025/26" },
72
+ ] }).cohorts).toBe(3);
73
+ });
74
+ it("places a cohort with no academic year by when its placements end", () => {
75
+ expect(count({ cohorts: [
76
+ { stage: "created", endPlacements: "2027-07-01" },
77
+ { stage: "created", endPlacements: "2026-07-01" },
78
+ ] }).cohorts).toBe(1);
79
+ });
80
+ it("counts surveys that aren't drafts, this year or later", () => {
81
+ expect(count({ surveyCycles: [
82
+ { status: "scheduled", academicYear: "2026-27" },
83
+ { status: "closed", academicYear: "2026-27" },
84
+ { status: "active", academicYear: "2027-28" },
85
+ { status: "draft", academicYear: "2026-27" },
86
+ { status: "closed", academicYear: "2025-26" },
87
+ ] }).surveys).toBe(3);
88
+ });
89
+ it("counts events past setup, on or after 1 September", () => {
90
+ expect(count({ events: [
91
+ { stage: "created", startDate: "2026-12-01" },
92
+ { stage: "preEvent", startDate: "2026-09-20", endDate: "2026-09-21" },
93
+ { stage: "basicDetails", startDate: "2026-12-01" },
94
+ { stage: "created", startDate: "2026-06-01" },
95
+ ] }).events).toBe(2);
96
+ });
97
+ });
51
98
  describe("matchesBulkFilters", () => {
52
99
  const trust = { package: "institutes-two", products: ["wex", "destinations"] };
53
100
  const hub = { package: "careersHub", products: ["employerEvents"] };
package/lib/bulkEngagement.test.js.map CHANGED
@@ -1 +1 @@
1
- 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package/lib/renewals.d.ts CHANGED
@@ -3,16 +3,14 @@ import { ResolvedProducts } from "./productResolver";
3
3
  /**
4
4
  * Renewals for paying schools and trusts: their renewal date and how far off
5
5
  * it is. Nothing here sends or schedules anything. Tom sends the renewal
6
- * emails himself, when he chooses, from Send bulk email (bulkEngagement.ts
7
- * suggests them to every paying school).
6
+ * emails himself, when he chooses, from Send bulk email (BULK_TEMPLATE_CHECKS
7
+ * in bulkEngagement.ts says which schools each one suits).
8
8
  *
9
9
  * Renewed means Tom moved `cs.renewalDate` on a year. Hubs are billed by hand
10
10
  * each September and are left out.
11
11
  *
12
12
  * Pure: the caller reads the institute and the clock and hands them in.
13
13
  */
14
- /** The renewal emails, suggested to every paying school. */
15
- export declare const RENEWAL_EMAIL_TEMPLATES: string[];
16
14
  /** Renewal emails about money, which copy in the finance contact as well. None at the moment. */
17
15
  export declare const RENEWAL_FINANCE_TEMPLATES: string[];
18
16
  export type RenewalInfo = {
package/lib/renewals.js CHANGED
@@ -1,20 +1,18 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.renewalInfo = exports.hasRenewal = exports.RENEWAL_FINANCE_TEMPLATES = exports.RENEWAL_EMAIL_TEMPLATES = void 0;
3
+ exports.renewalInfo = exports.hasRenewal = exports.RENEWAL_FINANCE_TEMPLATES = void 0;
4
4
  const outreachRules_1 = require("./outreachRules");
5
5
  /**
6
6
  * Renewals for paying schools and trusts: their renewal date and how far off
7
7
  * it is. Nothing here sends or schedules anything. Tom sends the renewal
8
- * emails himself, when he chooses, from Send bulk email (bulkEngagement.ts
9
- * suggests them to every paying school).
8
+ * emails himself, when he chooses, from Send bulk email (BULK_TEMPLATE_CHECKS
9
+ * in bulkEngagement.ts says which schools each one suits).
10
10
  *
11
11
  * Renewed means Tom moved `cs.renewalDate` on a year. Hubs are billed by hand
12
12
  * each September and are left out.
13
13
  *
14
14
  * Pure: the caller reads the institute and the clock and hands them in.
15
15
  */
16
- /** The renewal emails, suggested to every paying school. */
17
- exports.RENEWAL_EMAIL_TEMPLATES = ["engagementRenewalCheckIn"];
18
16
  /** Renewal emails about money, which copy in the finance contact as well. None at the moment. */
19
17
  exports.RENEWAL_FINANCE_TEMPLATES = [];
20
18
  const DAY_MS = 86400000;
package/lib/renewals.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"renewals.js","sourceRoot":"","sources":["../src/renewals.ts"],"names":[],"mappings":";;;AAEA,mDAA0C;AAE1C;;;;;;;;;;GAUG;AAEH,4DAA4D;AAC/C,QAAA,uBAAuB,GAAG,CAAC,0BAA0B,CAAC,CAAC;AAEpE,iGAAiG;AACpF,QAAA,yBAAyB,GAAa,EAAE,CAAC;AAWtD,MAAM,MAAM,GAAG,QAAQ,CAAC;AAExB,MAAM,OAAO,GAAG,CAAC,GAAW,EAAU,EAAE,CAAC,IAAI,CAAC,KAAK,CAAC,GAAG,GAAG,YAAY,CAAC,CAAC;AAExE;;;;;GAKG;AACH,MAAM,UAAU,GAAG,CAAC,SAAwB,EAAoB,EAAE;IAC9D,MAAM,IAAI,GAAG,SAAS,CAAC,EAAE,EAAE,WAAqG,CAAC;IACjI,IAAI,CAAC,IAAI;QAAE,OAAO,SAAS,CAAC;IAC5B,IAAI,OAAO,IAAI,KAAK,QAAQ;QAAE,OAAO,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;IACvD,IAAI,OAAO,IAAI,CAAC,MAAM,KAAK,UAAU;QAAE,OAAO,IAAA,yBAAS,EAAC,IAAI,CAAC,MAAM,EAAE,CAAC,CAAC;IACvE,MAAM,OAAO,GAAG,IAAI,CAAC,OAAO,IAAI,IAAI,CAAC,QAAQ,CAAC;IAC9C,OAAO,OAAO,KAAK,SAAS,CAAC,CAAC,CAAC,IAAA,yBAAS,EAAC,IAAI,IAAI,CAAC,OAAO,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;AACnF,CAAC,CAAC;AAEF;;;;;;GAMG;AACI,MAAM,UAAU,GAAG,CAAC,SAAwB,EAAE,QAA0B,EAAW,EAAE,CACxF,CAAC,QAAQ,CAAC,KAAK,IAAI,CAAC,QAAQ,CAAC,WAAW,IAAI,CAAC,SAAS,CAAC,MAAM,IAAI,CAAC,SAAS,CAAC,IAAI;IAChF,CAAC,SAAS,CAAC,WAAW,IAAI,SAAS,CAAC,EAAE,EAAE,eAAe,KAAK,SAAS;IACrE,CAAC,gBAAgB,EAAE,gBAAgB,CAAC,CAAC,QAAQ,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC;AAHxD,QAAA,UAAU,cAG8C;AAErE;;;;;GAKG;AACI,MAAM,WAAW,GAAG,CAAC,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAoE,EAAe,EAAE;IACtI,IAAI,CAAC,IAAA,kBAAU,EAAC,SAAS,EAAE,QAAQ,CAAC;QAAE,OAAO,EAAC,OAAO,EAAE,KAAK,EAAC,CAAC;IAC9D,MAAM,WAAW,GAAG,UAAU,CAAC,SAAS,CAAC,CAAC;IAC1C,IAAI,CAAC,WAAW;QAAE,OAAO,EAAC,OAAO,EAAE,IAAI,EAAC,CAAC;IACzC,OAAO,EAAC,OAAO,EAAE,IAAI,EAAE,WAAW,EAAE,aAAa,EAAE,IAAI,CAAC,KAAK,CAAC,CAAC,OAAO,CAAC,WAAW,CAAC,GAAG,OAAO,CAAC,IAAA,yBAAS,EAAC,GAAG,CAAC,CAAC,CAAC,GAAG,MAAM,CAAC,EAAC,CAAC;AAC9H,CAAC,CAAC;AALW,QAAA,WAAW,eAKtB"}
1
+ {"version":3,"file":"renewals.js","sourceRoot":"","sources":["../src/renewals.ts"],"names":[],"mappings":";;;AAEA,mDAA0C;AAE1C;;;;;;;;;;GAUG;AAEH,iGAAiG;AACpF,QAAA,yBAAyB,GAAa,EAAE,CAAC;AAWtD,MAAM,MAAM,GAAG,QAAQ,CAAC;AAExB,MAAM,OAAO,GAAG,CAAC,GAAW,EAAU,EAAE,CAAC,IAAI,CAAC,KAAK,CAAC,GAAG,GAAG,YAAY,CAAC,CAAC;AAExE;;;;;GAKG;AACH,MAAM,UAAU,GAAG,CAAC,SAAwB,EAAoB,EAAE;IAC9D,MAAM,IAAI,GAAG,SAAS,CAAC,EAAE,EAAE,WAAqG,CAAC;IACjI,IAAI,CAAC,IAAI;QAAE,OAAO,SAAS,CAAC;IAC5B,IAAI,OAAO,IAAI,KAAK,QAAQ;QAAE,OAAO,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;IACvD,IAAI,OAAO,IAAI,CAAC,MAAM,KAAK,UAAU;QAAE,OAAO,IAAA,yBAAS,EAAC,IAAI,CAAC,MAAM,EAAE,CAAC,CAAC;IACvE,MAAM,OAAO,GAAG,IAAI,CAAC,OAAO,IAAI,IAAI,CAAC,QAAQ,CAAC;IAC9C,OAAO,OAAO,KAAK,SAAS,CAAC,CAAC,CAAC,IAAA,yBAAS,EAAC,IAAI,IAAI,CAAC,OAAO,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;AACnF,CAAC,CAAC;AAEF;;;;;;GAMG;AACI,MAAM,UAAU,GAAG,CAAC,SAAwB,EAAE,QAA0B,EAAW,EAAE,CACxF,CAAC,QAAQ,CAAC,KAAK,IAAI,CAAC,QAAQ,CAAC,WAAW,IAAI,CAAC,SAAS,CAAC,MAAM,IAAI,CAAC,SAAS,CAAC,IAAI;IAChF,CAAC,SAAS,CAAC,WAAW,IAAI,SAAS,CAAC,EAAE,EAAE,eAAe,KAAK,SAAS;IACrE,CAAC,gBAAgB,EAAE,gBAAgB,CAAC,CAAC,QAAQ,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC;AAHxD,QAAA,UAAU,cAG8C;AAErE;;;;;GAKG;AACI,MAAM,WAAW,GAAG,CAAC,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAoE,EAAe,EAAE;IACtI,IAAI,CAAC,IAAA,kBAAU,EAAC,SAAS,EAAE,QAAQ,CAAC;QAAE,OAAO,EAAC,OAAO,EAAE,KAAK,EAAC,CAAC;IAC9D,MAAM,WAAW,GAAG,UAAU,CAAC,SAAS,CAAC,CAAC;IAC1C,IAAI,CAAC,WAAW;QAAE,OAAO,EAAC,OAAO,EAAE,IAAI,EAAC,CAAC;IACzC,OAAO,EAAC,OAAO,EAAE,IAAI,EAAE,WAAW,EAAE,aAAa,EAAE,IAAI,CAAC,KAAK,CAAC,CAAC,OAAO,CAAC,WAAW,CAAC,GAAG,OAAO,CAAC,IAAA,yBAAS,EAAC,GAAG,CAAC,CAAC,CAAC,GAAG,MAAM,CAAC,EAAC,CAAC;AAC9H,CAAC,CAAC;AALW,QAAA,WAAW,eAKtB"}
package/package.json CHANGED
@@ -2,7 +2,7 @@
2
2
  "private": false,
3
3
  "name": "placementt-core",
4
4
  "author": "Placementt",
5
- "version": "1.400.1255",
5
+ "version": "1.400.1256",
6
6
  "main": "lib/index.js",
7
7
  "types": "lib/index.d.ts",
8
8
  "scripts": {
package/src/bulkEngagement.test.ts CHANGED
@@ -8,8 +8,10 @@ import {
8
8
  BULK_ENGAGEMENT_PRODUCTS,
9
9
  BULK_ENGAGEMENT_PRODUCT_LABELS,
10
10
  BULK_TEST_SCHOOLS,
11
+ BulkYearSetup,
11
12
  bulkEngagementSuggestion,
12
13
  bulkSentAgo,
14
+ bulkYearSetup,
13
15
  matchesBulkFilters,
14
16
  } from "./bulkEngagement";
15
17
  import {engagementCallables} from "./callables/engagement";
@@ -23,7 +25,7 @@ const school = (renewalDate?: string, overrides: Partial<InstituteData> = {}): I
23
25
  ...overrides,
24
26
  } as unknown as InstituteData);
25
27
 
26
- const suggest = (templateKey: string, institute: InstituteData, date: string, extra: {contactCount?: number, hasQuote?: boolean, nextOnboardingTemplate?: string, lastSent?: string} = {}) =>
28
+ const suggest = (templateKey: string, institute: InstituteData, date: string, extra: {contactCount?: number, hasQuote?: boolean, nextOnboardingTemplate?: string, lastSent?: string, yearSetup?: BulkYearSetup} = {}) =>
27
29
  bulkEngagementSuggestion(templateKey, {
28
30
  institute,
29
31
  products: resolveProducts(institute),
@@ -32,6 +34,7 @@ const suggest = (templateKey: string, institute: InstituteData, date: string, ex
32
34
  hasQuote: extra.hasQuote ?? true,
33
35
  nextOnboardingTemplate: extra.nextOnboardingTemplate,
34
36
  lastSent: extra.lastSent,
37
+ yearSetup: extra.yearSetup,
35
38
  });
36
39
 
37
40
  describe("bulk engagement suggestions", () => {
@@ -40,6 +43,16 @@ describe("bulk engagement suggestions", () => {
40
43
  expect(suggest("engagementRenewalCheckIn", school(), "2026-11-04").suggested).toBe(true);
41
44
  });
42
45
 
46
+ it("doesn't suggest the check-in to a school with something confirmed for the year", () => {
47
+ const set = suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", {yearSetup: {cohorts: 2, surveys: 1, events: 0}});
48
+ expect(set).toEqual({suggested: false, reason: "Set up for 2026-27: 2 cohorts, 1 survey", flags: []});
49
+ });
50
+
51
+ it("suggests the check-in to a school with nothing confirmed for the year", () => {
52
+ expect(suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", {yearSetup: {cohorts: 0, surveys: 0, events: 0}}))
53
+ .toMatchObject({suggested: true, reason: "Paying customer, nothing set up for 2026-27"});
54
+ });
55
+
43
56
  it("leaves out hub schools", () => {
44
57
  expect(suggest("engagementRenewalCheckIn", school("2027-01-10", {package: "careersSchool"}), "2026-11-04").suggested).toBe(false);
45
58
  });
@@ -65,6 +78,51 @@ describe("bulk engagement suggestions", () => {
65
78
  });
66
79
  });
67
80
 
81
+ describe("bulkYearSetup", () => {
82
+ const now = new Date("2026-11-04T09:00:00Z");
83
+ const count = (docs: Partial<Parameters<typeof bulkYearSetup>[0]>) =>
84
+ bulkYearSetup({cohorts: [], surveyCycles: [], events: [], ...docs}, now);
85
+
86
+ it("doesn't count the blank draft cohort made each year", () => {
87
+ expect(count({cohorts: [{stage: "name", academicYear: "2026/27", endPlacements: ""}]}).cohorts).toBe(0);
88
+ });
89
+
90
+ it("counts an activated cohort for this year or later, even once archived", () => {
91
+ expect(count({cohorts: [
92
+ {stage: "created", academicYear: "2026/27"},
93
+ {stage: "created", academicYear: "2027/28"},
94
+ {stage: "archived", academicYear: "2026/27"},
95
+ {stage: "created", academicYear: "2025/26"},
96
+ ]}).cohorts).toBe(3);
97
+ });
98
+
99
+ it("places a cohort with no academic year by when its placements end", () => {
100
+ expect(count({cohorts: [
101
+ {stage: "created", endPlacements: "2027-07-01"},
102
+ {stage: "created", endPlacements: "2026-07-01"},
103
+ ]}).cohorts).toBe(1);
104
+ });
105
+
106
+ it("counts surveys that aren't drafts, this year or later", () => {
107
+ expect(count({surveyCycles: [
108
+ {status: "scheduled", academicYear: "2026-27"},
109
+ {status: "closed", academicYear: "2026-27"},
110
+ {status: "active", academicYear: "2027-28"},
111
+ {status: "draft", academicYear: "2026-27"},
112
+ {status: "closed", academicYear: "2025-26"},
113
+ ]}).surveys).toBe(3);
114
+ });
115
+
116
+ it("counts events past setup, on or after 1 September", () => {
117
+ expect(count({events: [
118
+ {stage: "created", startDate: "2026-12-01"},
119
+ {stage: "preEvent", startDate: "2026-09-20", endDate: "2026-09-21"},
120
+ {stage: "basicDetails", startDate: "2026-12-01"},
121
+ {stage: "created", startDate: "2026-06-01"},
122
+ ]}).events).toBe(2);
123
+ });
124
+ });
125
+
68
126
  describe("matchesBulkFilters", () => {
69
127
  const trust = {package: "institutes-two", products: ["wex", "destinations"]};
70
128
  const hub = {package: "careersHub", products: ["employerEvents"]};
package/src/bulkEngagement.ts CHANGED
@@ -1,8 +1,10 @@
1
- import {InstituteData} from "./typeDefinitions";
1
+ import {CohortData, ExternalEvent, InstituteData} from "./typeDefinitions";
2
2
  import {ResolvedProducts} from "./productResolver";
3
- import {RENEWAL_EMAIL_TEMPLATES, RENEWAL_FINANCE_TEMPLATES, renewalInfo} from "./renewals";
3
+ import {RENEWAL_FINANCE_TEMPLATES, renewalInfo} from "./renewals";
4
4
  import {emailTemplates} from "./constants";
5
5
  import {londonYmd} from "./outreachRules";
6
+ import {academicYearOf, currentAcademicStartYear, normaliseAcademicYear} from "./surveys/schedule";
7
+ import {SurveyCycle} from "./surveys/types";
6
8
 
7
9
  /**
8
10
  * Bulk engagement emails: one admin email template, sent now to many schools.
@@ -57,6 +59,43 @@ export const BULK_TEST_SCHOOLS = 3;
57
59
  /** A school that had this email this recently isn't suggested it again. */
58
60
  export const RECENTLY_SENT_DAYS = 60;
59
61
 
62
+ /**
63
+ * What a school has confirmed for this academic year or later. Drafts don't
64
+ * count: autoCreateCohorts starts a blank cohort for every recurring group
65
+ * each year, whether or not the school goes on to use it.
66
+ */
67
+ export type BulkYearSetup = {cohorts: number, surveys: number, events: number};
68
+
69
+ /**
70
+ * Counts what a school has confirmed for the current academic year or later,
71
+ * for checks like the renewal emails'.
72
+ *
73
+ * Each is counted once staff have finished it, and still counts after it ends:
74
+ * - A cohort that has been activated, for this year. One made by hand before
75
+ * cohorts carried `academicYear` is placed by its placement end date.
76
+ * - A survey that isn't a draft.
77
+ * - An event past its setup stages, on or after 1 September.
78
+ *
79
+ * @param {object} docs the school's cohorts, survey cycles and events.
80
+ * @param {Date} now the current time.
81
+ * @return {BulkYearSetup} how many of each.
82
+ */
83
+ export const bulkYearSetup = (docs: {
84
+ cohorts: Partial<Pick<CohortData, "stage"|"academicYear"|"endPlacements">>[],
85
+ surveyCycles: Partial<Pick<SurveyCycle, "status"|"academicYear">>[],
86
+ events: Partial<Pick<ExternalEvent, "stage"|"startDate"|"endDate">>[],
87
+ }, now: Date): BulkYearSetup => {
88
+ const year = academicYearOf(now);
89
+ const yearStart = `${currentAcademicStartYear(now)}-09-01`;
90
+ return {
91
+ cohorts: docs.cohorts.filter((c) => ["created", "archived"].includes(c.stage || "") &&
92
+ (c.academicYear ? normaliseAcademicYear(c.academicYear) >= year : (c.endPlacements || "") >= yearStart)).length,
93
+ surveys: docs.surveyCycles.filter((c) => c.status !== "draft" && (c.academicYear || "") >= year).length,
94
+ events: docs.events.filter((e) => ["preEvent", "created"].includes(e.stage || "") &&
95
+ (e.endDate || e.startDate || "") >= yearStart).length,
96
+ };
97
+ };
98
+
60
99
  export type BulkEngagementSchool = {
61
100
  institute: InstituteData,
62
101
  products: ResolvedProducts,
@@ -69,6 +108,8 @@ export type BulkEngagementSchool = {
69
108
  nextOnboardingTemplate?: string,
70
109
  /** ISO date this email last went to the school, if it has. */
71
110
  lastSent?: string,
111
+ /** What it has confirmed for the year, for the checks that ask. Absent means unknown. */
112
+ yearSetup?: BulkYearSetup,
72
113
  };
73
114
 
74
115
  export type BulkEngagementSuggestion = {
@@ -79,19 +120,65 @@ export type BulkEngagementSuggestion = {
79
120
  flags: BulkEngagementFlag[],
80
121
  };
81
122
 
123
+ /** Whether an email suits a school, and why, for the admin. */
124
+ export type BulkTemplateCheck = (school: BulkEngagementSchool) => {suggested: boolean, reason?: string};
125
+
126
+ /**
127
+ * Lists what a school has confirmed, for the admin.
128
+ *
129
+ * @param {BulkYearSetup} setup what it has confirmed.
130
+ * @return {string} "2 cohorts, 1 survey", or "" if nothing.
131
+ */
132
+ const describeYearSetup = ({cohorts, surveys, events}: BulkYearSetup): string =>
133
+ ([[cohorts, "cohort"], [surveys, "survey"], [events, "event"]] as [number, string][])
134
+ .filter(([n]) => n)
135
+ .map(([n, noun]) => `${n} ${noun}${n === 1 ? "" : "s"}`)
136
+ .join(", ");
137
+
138
+ /**
139
+ * Suggests a renewal email to a paying school with nothing confirmed for this
140
+ * academic year. A school running cohorts, surveys or events is already using
141
+ * the platform, and doesn't need asking about launching it.
142
+ *
143
+ * @param {BulkEngagementSchool} school the school.
144
+ * @return {object} whether to suggest it, and why.
145
+ */
146
+ const notSetUpForYear: BulkTemplateCheck = ({institute, products, now, yearSetup}) => {
147
+ if (!renewalInfo({institute, products, now}).applies) return {suggested: false};
148
+ const confirmed = yearSetup ? describeYearSetup(yearSetup) : "";
149
+ const year = academicYearOf(now);
150
+ if (confirmed) return {suggested: false, reason: `Set up for ${year}: ${confirmed}`};
151
+ return {suggested: true, reason: yearSetup ? `Paying customer, nothing set up for ${year}` : "Paying customer"};
152
+ };
153
+
154
+ /**
155
+ * Suggests an email to schools whose next onboarding step it is. What any
156
+ * email without its own check uses.
157
+ *
158
+ * @param {string} templateKey the email.
159
+ * @return {BulkTemplateCheck} the check.
160
+ */
161
+ const isNextOnboardingStep = (templateKey: string): BulkTemplateCheck => ({nextOnboardingTemplate}) =>
162
+ nextOnboardingTemplate === templateKey ? {suggested: true, reason: "Their next onboarding step"} : {suggested: false};
163
+
164
+ /** The check for each email with its own rule for who it suits. Add an email here to give it one. */
165
+ export const BULK_TEMPLATE_CHECKS: {[templateKey: string]: BulkTemplateCheck} = {
166
+ engagementRenewalCheckIn: notSetUpForYear,
167
+ };
168
+
82
169
  /**
83
170
  * Whether one email suits one school, and what is missing for it.
84
171
  *
85
- * Renewal emails are suggested to every paying school, and any other admin
86
- * email to schools whose next onboarding step it is. Neither is suggested to a
87
- * school that had it in the last 60 days.
172
+ * The email's check in BULK_TEMPLATE_CHECKS decides, or failing that whether
173
+ * it is the school's next onboarding step. Nothing is suggested to a school
174
+ * with no one to send to, or that had the email in the last 60 days.
88
175
  *
89
176
  * @param {string} templateKey the admin email template.
90
177
  * @param {BulkEngagementSchool} school the school.
91
178
  * @return {BulkEngagementSuggestion} whether to suggest it, why, and its flags.
92
179
  */
93
180
  export const bulkEngagementSuggestion = (templateKey: string, school: BulkEngagementSchool): BulkEngagementSuggestion => {
94
- const {institute, products, now, contactCount, hasQuote, nextOnboardingTemplate, lastSent} = school;
181
+ const {institute, products, now, contactCount, hasQuote, lastSent} = school;
95
182
  const params = emailTemplates[templateKey]?.params || [];
96
183
  const renewal = renewalInfo({institute, products, now});
97
184
  const recent = Boolean(lastSent) && now.getTime() - Date.parse(lastSent as string) < RECENTLY_SENT_DAYS * 86400000;
@@ -103,11 +190,9 @@ export const bulkEngagementSuggestion = (templateKey: string, school: BulkEngage
103
190
  if (RENEWAL_FINANCE_TEMPLATES.includes(templateKey) && !institute.financeContact) flags.push("noFinanceContact");
104
191
  if (recent) flags.push("sentRecently");
105
192
 
106
- const none = {suggested: false, flags};
107
- if (recent || flags.some((f) => BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f))) return none;
108
-
109
- if (!RENEWAL_EMAIL_TEMPLATES.includes(templateKey)) return nextOnboardingTemplate === templateKey ? {suggested: true, reason: "Their next onboarding step", flags} : none;
110
- return renewal.applies ? {suggested: true, reason: "Paying customer", flags} : none;
193
+ const {suggested, reason} = (BULK_TEMPLATE_CHECKS[templateKey] || isNextOnboardingStep(templateKey))(school);
194
+ const blocked = recent || flags.some((f) => BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f));
195
+ return {suggested: suggested && !blocked, ...(reason ? {reason} : {}), flags};
111
196
  };
112
197
 
113
198
  /**
package/src/renewals.ts CHANGED
@@ -5,8 +5,8 @@ import {londonYmd} from "./outreachRules";
5
5
  /**
6
6
  * Renewals for paying schools and trusts: their renewal date and how far off
7
7
  * it is. Nothing here sends or schedules anything. Tom sends the renewal
8
- * emails himself, when he chooses, from Send bulk email (bulkEngagement.ts
9
- * suggests them to every paying school).
8
+ * emails himself, when he chooses, from Send bulk email (BULK_TEMPLATE_CHECKS
9
+ * in bulkEngagement.ts says which schools each one suits).
10
10
  *
11
11
  * Renewed means Tom moved `cs.renewalDate` on a year. Hubs are billed by hand
12
12
  * each September and are left out.
@@ -14,9 +14,6 @@ import {londonYmd} from "./outreachRules";
14
14
  * Pure: the caller reads the institute and the clock and hands them in.
15
15
  */
16
16
 
17
- /** The renewal emails, suggested to every paying school. */
18
- export const RENEWAL_EMAIL_TEMPLATES = ["engagementRenewalCheckIn"];
19
-
20
17
  /** Renewal emails about money, which copy in the finance contact as well. None at the moment. */
21
18
  export const RENEWAL_FINANCE_TEMPLATES: string[] = [];
22
19