placementt-core 1.400.1255 → 1.400.1257

package/lib/bulkEngagement.d.ts

@@ -1,5 +1,6 @@
-import { InstituteData } from "./typeDefinitions";
+import { CohortData, EmailInteraction, ExternalEvent, InstituteData } from "./typeDefinitions";
 import { ResolvedProducts } from "./productResolver";
+import { SurveyCycle } from "./surveys/types";
 /**
  * Bulk engagement emails: one admin email template, sent now to many schools.
  * 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";
 export declare const BULK_TEST_SCHOOLS = 3;
 /** A school that had this email this recently isn't suggested it again. */
 export declare const RECENTLY_SENT_DAYS = 60;
+/**
+ * What a school has confirmed for this academic year or later. Drafts don't
+ * count: autoCreateCohorts starts a blank cohort for every recurring group
+ * each year, whether or not the school goes on to use it.
+ */
+export type BulkYearSetup = {
+    cohorts: number;
+    surveys: number;
+    events: number;
+};
+/**
+ * Counts what a school has confirmed for the current academic year or later,
+ * for checks like the renewal emails'.
+ *
+ * Each is counted once staff have finished it, and still counts after it ends:
+ * - A cohort that has been activated, for this year. One made by hand before
+ *   cohorts carried `academicYear` is placed by its placement end date.
+ * - A survey that isn't a draft.
+ * - An event past its setup stages, on or after 1 September.
+ *
+ * @param {object} docs the school's cohorts, survey cycles and events.
+ * @param {Date} now the current time.
+ * @return {BulkYearSetup} how many of each.
+ */
+export declare const bulkYearSetup: (docs: {
+    cohorts: Partial<Pick<CohortData, "stage" | "academicYear" | "endPlacements">>[];
+    surveyCycles: Partial<Pick<SurveyCycle, "status" | "academicYear">>[];
+    events: Partial<Pick<ExternalEvent, "stage" | "startDate" | "endDate">>[];
+}, now: Date) => BulkYearSetup;
 export type BulkEngagementSchool = {
     institute: InstituteData;
     products: ResolvedProducts;
@@ -43,6 +73,8 @@ export type BulkEngagementSchool = {
     nextOnboardingTemplate?: string;
     /** ISO date this email last went to the school, if it has. */
     lastSent?: string;
+    /** What it has confirmed for the year, for the checks that ask. Absent means unknown. */
+    yearSetup?: BulkYearSetup;
 };
 export type BulkEngagementSuggestion = {
     /** Ticked to start with in the send popup. */
@@ -51,12 +83,21 @@ export type BulkEngagementSuggestion = {
     reason?: string;
     flags: BulkEngagementFlag[];
 };
+/** Whether an email suits a school, and why, for the admin. */
+export type BulkTemplateCheck = (school: BulkEngagementSchool) => {
+    suggested: boolean;
+    reason?: string;
+};
+/** The check for each email with its own rule for who it suits. Add an email here to give it one. */
+export declare const BULK_TEMPLATE_CHECKS: {
+    [templateKey: string]: BulkTemplateCheck;
+};
 /**
  * Whether one email suits one school, and what is missing for it.
  *
- * Renewal emails are suggested to every paying school, and any other admin
- * email to schools whose next onboarding step it is. Neither is suggested to a
- * school that had it in the last 60 days.
+ * The email's check in BULK_TEMPLATE_CHECKS decides, or failing that whether
+ * it is the school's next onboarding step. Nothing is suggested to a school
+ * with no one to send to, or that had the email in the last 60 days.
  *
  * @param {string} templateKey the admin email template.
  * @param {BulkEngagementSchool} school the school.
@@ -84,3 +125,16 @@ export declare const matchesBulkFilters: (school: {
  * @return {string} "Today", "1 day ago" or "12 days ago".
  */
 export declare const bulkSentAgo: (day: string, now: Date) => string;
+/** How many reminders an engagement email gets. */
+export declare const ENGAGEMENT_REMINDERS = 3;
+/**
+ * Whether an engagement email has a reminder ready for approval. Every email
+ * starts with `sendReminders` on, so only one sent with follow-ups counts: a
+ * step's, or one whose admin asked for them. One that has had its reminders,
+ * or had one in the last week, isn't waiting.
+ *
+ * @param {object} email the email interaction.
+ * @param {string} cutoffDay YYYY-MM-DD a week ago.
+ * @return {boolean} whether it is waiting.
+ */
+export declare const engagementReminderWaiting: (email: Pick<EmailInteraction, "messageType" | "sendReminders" | "remindersPaused" | "sentDay" | "lastReminderDay" | "reminderNumber" | "infinite" | "additionalData">, cutoffDay: string) => boolean;

package/lib/bulkEngagement.js

@@ -1,9 +1,10 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-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;
+exports.engagementReminderWaiting = exports.ENGAGEMENT_REMINDERS = 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;
 const renewals_1 = require("./renewals");
 const constants_1 = require("./constants");
 const outreachRules_1 = require("./outreachRules");
+const schedule_1 = require("./surveys/schedule");
 exports.BULK_ENGAGEMENT_FLAG_LABELS = {
     noContacts: "No one to send to",
     noRenewalDate: "No renewal date",
@@ -32,19 +33,84 @@ exports.BULK_TEST_RECIPIENT = "tom@careerthread.co.uk";
 exports.BULK_TEST_SCHOOLS = 3;
 /** A school that had this email this recently isn't suggested it again. */
 exports.RECENTLY_SENT_DAYS = 60;
+/**
+ * Counts what a school has confirmed for the current academic year or later,
+ * for checks like the renewal emails'.
+ *
+ * Each is counted once staff have finished it, and still counts after it ends:
+ * - A cohort that has been activated, for this year. One made by hand before
+ *   cohorts carried `academicYear` is placed by its placement end date.
+ * - A survey that isn't a draft.
+ * - An event past its setup stages, on or after 1 September.
+ *
+ * @param {object} docs the school's cohorts, survey cycles and events.
+ * @param {Date} now the current time.
+ * @return {BulkYearSetup} how many of each.
+ */
+const bulkYearSetup = (docs, now) => {
+    const year = (0, schedule_1.academicYearOf)(now);
+    const yearStart = `${(0, schedule_1.currentAcademicStartYear)(now)}-09-01`;
+    return {
+        cohorts: docs.cohorts.filter((c) => ["created", "archived"].includes(c.stage || "") &&
+            (c.academicYear ? (0, schedule_1.normaliseAcademicYear)(c.academicYear) >= year : (c.endPlacements || "") >= yearStart)).length,
+        surveys: docs.surveyCycles.filter((c) => c.status !== "draft" && (c.academicYear || "") >= year).length,
+        events: docs.events.filter((e) => ["preEvent", "created"].includes(e.stage || "") &&
+            (e.endDate || e.startDate || "") >= yearStart).length,
+    };
+};
+exports.bulkYearSetup = bulkYearSetup;
+/**
+ * Lists what a school has confirmed, for the admin.
+ *
+ * @param {BulkYearSetup} setup what it has confirmed.
+ * @return {string} "2 cohorts, 1 survey", or "" if nothing.
+ */
+const describeYearSetup = ({ cohorts, surveys, events }) => [[cohorts, "cohort"], [surveys, "survey"], [events, "event"]]
+    .filter(([n]) => n)
+    .map(([n, noun]) => `${n} ${noun}${n === 1 ? "" : "s"}`)
+    .join(", ");
+/**
+ * Suggests a renewal email to a paying school with nothing confirmed for this
+ * academic year. A school running cohorts, surveys or events is already using
+ * the platform, and doesn't need asking about launching it.
+ *
+ * @param {BulkEngagementSchool} school the school.
+ * @return {object} whether to suggest it, and why.
+ */
+const notSetUpForYear = ({ institute, products, now, yearSetup }) => {
+    if (!(0, renewals_1.renewalInfo)({ institute, products, now }).applies)
+        return { suggested: false };
+    const confirmed = yearSetup ? describeYearSetup(yearSetup) : "";
+    const year = (0, schedule_1.academicYearOf)(now);
+    if (confirmed)
+        return { suggested: false, reason: `Set up for ${year}: ${confirmed}` };
+    return { suggested: true, reason: yearSetup ? `Paying customer, nothing set up for ${year}` : "Paying customer" };
+};
+/**
+ * Suggests an email to schools whose next onboarding step it is. What any
+ * email without its own check uses.
+ *
+ * @param {string} templateKey the email.
+ * @return {BulkTemplateCheck} the check.
+ */
+const isNextOnboardingStep = (templateKey) => ({ nextOnboardingTemplate }) => nextOnboardingTemplate === templateKey ? { suggested: true, reason: "Their next onboarding step" } : { suggested: false };
+/** The check for each email with its own rule for who it suits. Add an email here to give it one. */
+exports.BULK_TEMPLATE_CHECKS = {
+    engagementRenewalCheckIn: notSetUpForYear,
+};
 /**
  * Whether one email suits one school, and what is missing for it.
  *
- * Renewal emails are suggested to every paying school, and any other admin
- * email to schools whose next onboarding step it is. Neither is suggested to a
- * school that had it in the last 60 days.
+ * The email's check in BULK_TEMPLATE_CHECKS decides, or failing that whether
+ * it is the school's next onboarding step. Nothing is suggested to a school
+ * with no one to send to, or that had the email in the last 60 days.
  *
  * @param {string} templateKey the admin email template.
  * @param {BulkEngagementSchool} school the school.
  * @return {BulkEngagementSuggestion} whether to suggest it, why, and its flags.
  */
 const bulkEngagementSuggestion = (templateKey, school) => {
-    const { institute, products, now, contactCount, hasQuote, nextOnboardingTemplate, lastSent } = school;
+    const { institute, products, now, contactCount, hasQuote, lastSent } = school;
     const params = constants_1.emailTemplates[templateKey]?.params || [];
     const renewal = (0, renewals_1.renewalInfo)({ institute, products, now });
     const recent = Boolean(lastSent) && now.getTime() - Date.parse(lastSent) < exports.RECENTLY_SENT_DAYS * 86400000;
@@ -59,12 +125,9 @@ const bulkEngagementSuggestion = (templateKey, school) => {
         flags.push("noFinanceContact");
     if (recent)
         flags.push("sentRecently");
-    const none = { suggested: false, flags };
-    if (recent || flags.some((f) => exports.BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f)))
-        return none;
-    if (!renewals_1.RENEWAL_EMAIL_TEMPLATES.includes(templateKey))
-        return nextOnboardingTemplate === templateKey ? { suggested: true, reason: "Their next onboarding step", flags } : none;
-    return renewal.applies ? { suggested: true, reason: "Paying customer", flags } : none;
+    const { suggested, reason } = (exports.BULK_TEMPLATE_CHECKS[templateKey] || isNextOnboardingStep(templateKey))(school);
+    const blocked = recent || flags.some((f) => exports.BULK_ENGAGEMENT_BLOCKING_FLAGS.includes(f));
+    return { suggested: suggested && !blocked, ...(reason ? { reason } : {}), flags };
 };
 exports.bulkEngagementSuggestion = bulkEngagementSuggestion;
 /**
@@ -93,4 +156,22 @@ const bulkSentAgo = (day, now) => {
     return days === 1 ? "1 day ago" : `${days} days ago`;
 };
 exports.bulkSentAgo = bulkSentAgo;
+/** How many reminders an engagement email gets. */
+exports.ENGAGEMENT_REMINDERS = 3;
+/**
+ * Whether an engagement email has a reminder ready for approval. Every email
+ * starts with `sendReminders` on, so only one sent with follow-ups counts: a
+ * step's, or one whose admin asked for them. One that has had its reminders,
+ * or had one in the last week, isn't waiting.
+ *
+ * @param {object} email the email interaction.
+ * @param {string} cutoffDay YYYY-MM-DD a week ago.
+ * @return {boolean} whether it is waiting.
+ */
+const engagementReminderWaiting = (email, cutoffDay) => email.messageType === "engagementEmail" &&
+    Boolean(email.sendReminders) && !email.remindersPaused &&
+    Boolean(email.additionalData?.stepKey || email.additionalData?.followUps) &&
+    ((email.reminderNumber || 0) < exports.ENGAGEMENT_REMINDERS || Boolean(email.infinite)) &&
+    (email.lastReminderDay || email.sentDay) <= cutoffDay;
+exports.engagementReminderWaiting = engagementReminderWaiting;
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+{"version":3,"file":"bulkEngagement.js","sourceRoot":"","sources":["../src/bulkEngagement.ts"],"names":[],"mappings":";;;AAEA,yCAAkE;AAClE,2CAA2C;AAC3C,mDAA0C;AAC1C,iDAAmG;AActF,QAAA,2BAA2B,GAAuC;IAC3E,UAAU,EAAE,mBAAmB;IAC/B,aAAa,EAAE,iBAAiB;IAChC,OAAO,EAAE,UAAU;IACnB,gBAAgB,EAAE,oBAAoB;IACtC,YAAY,EAAE,0BAA0B;CAC3C,CAAC;AAEF,4DAA4D;AAC/C,QAAA,8BAA8B,GAAyB,CAAC,YAAY,CAAC,CAAC;AAEnF,2EAA2E;AAC9D,QAAA,8BAA8B,GAA4B;IACnE,gBAAgB,EAAE,QAAQ;IAC1B,gBAAgB,EAAE,OAAO;IACzB,YAAY,EAAE,aAAa;IAC3B,eAAe,EAAE,YAAY;CAChC,CAAC;AAKW,QAAA,wBAAwB,GAA4B,CAAC,KAAK,EAAE,gBAAgB,EAAE,cAAc,CAAC,CAAC;AAE9F,QAAA,8BAA8B,GAA0C;IACjF,GAAG,EAAE,iBAAiB;IACtB,cAAc,EAAE,iBAAiB;IACjC,YAAY,EAAE,cAAc;CAC/B,CAAC;AAKF,8FAA8F;AACjF,QAAA,mBAAmB,GAAG,wBAAwB,CAAC;AAE5D,2FAA2F;AAC9E,QAAA,iBAAiB,GAAG,CAAC,CAAC;AAEnC,2EAA2E;AAC9D,QAAA,kBAAkB,GAAG,EAAE,CAAC;AASrC;;;;;;;;;;;;;GAaG;AACI,MAAM,aAAa,GAAG,CAAC,IAI7B,EAAE,GAAS,EAAiB,EAAE;IAC3B,MAAM,IAAI,GAAG,IAAA,yBAAc,EAAC,GAAG,CAAC,CAAC;IACjC,MAAM,SAAS,GAAG,GAAG,IAAA,mCAAwB,EAAC,GAAG,CAAC,QAAQ,CAAC;IAC3D,OAAO;QACH,OAAO,EAAE,IAAI,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,SAAS,EAAE,UAAU,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,KAAK,IAAI,EAAE,CAAC;YAC/E,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC,CAAC,IAAA,gCAAqB,EAAC,CAAC,CAAC,YAAY,CAAC,IAAI,IAAI,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,aAAa,IAAI,EAAE,CAAC,IAAI,SAAS,CAAC,CAAC,CAAC,MAAM;QACnH,OAAO,EAAE,IAAI,CAAC,YAAY,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,MAAM,KAAK,OAAO,IAAI,CAAC,CAAC,CAAC,YAAY,IAAI,EAAE,CAAC,IAAI,IAAI,CAAC,CAAC,MAAM;QACvG,MAAM,EAAE,IAAI,CAAC,MAAM,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,UAAU,EAAE,SAAS,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,KAAK,IAAI,EAAE,CAAC;YAC7E,CAAC,CAAC,CAAC,OAAO,IAAI,CAAC,CAAC,SAAS,IAAI,EAAE,CAAC,IAAI,SAAS,CAAC,CAAC,MAAM;KAC5D,CAAC;AACN,CAAC,CAAC;AAdW,QAAA,aAAa,iBAcxB;AA6BF;;;;;GAKG;AACH,MAAM,iBAAiB,GAAG,CAAC,EAAC,OAAO,EAAE,OAAO,EAAE,MAAM,EAAgB,EAAU,EAAE,CAC3E,CAAC,CAAC,OAAO,EAAE,QAAQ,CAAC,EAAE,CAAC,OAAO,EAAE,QAAQ,CAAC,EAAE,CAAC,MAAM,EAAE,OAAO,CAAC,CAAwB;KAChF,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC;KAClB,GAAG,CAAC,CAAC,CAAC,CAAC,EAAE,IAAI,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,IAAI,IAAI,GAAG,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,EAAE,CAAC;KACvD,IAAI,CAAC,IAAI,CAAC,CAAC;AAEpB;;;;;;;GAOG;AACH,MAAM,eAAe,GAAsB,CAAC,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAE,SAAS,EAAC,EAAE,EAAE;IACjF,IAAI,CAAC,IAAA,sBAAW,EAAC,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAC,CAAC,CAAC,OAAO;QAAE,OAAO,EAAC,SAAS,EAAE,KAAK,EAAC,CAAC;IAChF,MAAM,SAAS,GAAG,SAAS,CAAC,CAAC,CAAC,iBAAiB,CAAC,SAAS,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;IAChE,MAAM,IAAI,GAAG,IAAA,yBAAc,EAAC,GAAG,CAAC,CAAC;IACjC,IAAI,SAAS;QAAE,OAAO,EAAC,SAAS,EAAE,KAAK,EAAE,MAAM,EAAE,cAAc,IAAI,KAAK,SAAS,EAAE,EAAC,CAAC;IACrF,OAAO,EAAC,SAAS,EAAE,IAAI,EAAE,MAAM,EAAE,SAAS,CAAC,CAAC,CAAC,uCAAuC,IAAI,EAAE,CAAC,CAAC,CAAC,iBAAiB,EAAC,CAAC;AACpH,CAAC,CAAC;AAEF;;;;;;GAMG;AACH,MAAM,oBAAoB,GAAG,CAAC,WAAmB,EAAqB,EAAE,CAAC,CAAC,EAAC,sBAAsB,EAAC,EAAE,EAAE,CAClG,sBAAsB,KAAK,WAAW,CAAC,CAAC,CAAC,EAAC,SAAS,EAAE,IAAI,EAAE,MAAM,EAAE,4BAA4B,EAAC,CAAC,CAAC,CAAC,EAAC,SAAS,EAAE,KAAK,EAAC,CAAC;AAE1H,qGAAqG;AACxF,QAAA,oBAAoB,GAA+C;IAC5E,wBAAwB,EAAE,eAAe;CAC5C,CAAC;AAEF;;;;;;;;;;GAUG;AACI,MAAM,wBAAwB,GAAG,CAAC,WAAmB,EAAE,MAA4B,EAA4B,EAAE;IACpH,MAAM,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAE,YAAY,EAAE,QAAQ,EAAE,QAAQ,EAAC,GAAG,MAAM,CAAC;IAC5E,MAAM,MAAM,GAAG,0BAAc,CAAC,WAAW,CAAC,EAAE,MAAM,IAAI,EAAE,CAAC;IACzD,MAAM,OAAO,GAAG,IAAA,sBAAW,EAAC,EAAC,SAAS,EAAE,QAAQ,EAAE,GAAG,EAAC,CAAC,CAAC;IACxD,MAAM,MAAM,GAAG,OAAO,CAAC,QAAQ,CAAC,IAAI,GAAG,CAAC,OAAO,EAAE,GAAG,IAAI,CAAC,KAAK,CAAC,QAAkB,CAAC,GAAG,0BAAkB,GAAG,QAAQ,CAAC;IAEnH,MAAM,KAAK,GAAyB,EAAE,CAAC;IACvC,IAAI,CAAC,YAAY;QAAE,KAAK,CAAC,IAAI,CAAC,YAAY,CAAC,CAAC;IAC5C,IAAI,MAAM,CAAC,QAAQ,CAAC,aAAa,CAAC,IAAI,CAAC,OAAO,CAAC,WAAW;QAAE,KAAK,CAAC,IAAI,CAAC,eAAe,CAAC,CAAC;IACxF,IAAI,MAAM,CAAC,QAAQ,CAAC,OAAO,CAAC,IAAI,CAAC,QAAQ;QAAE,KAAK,CAAC,IAAI,CAAC,SAAS,CAAC,CAAC;IACjE,IAAI,oCAAyB,CAAC,QAAQ,CAAC,WAAW,CAAC,IAAI,CAAC,SAAS,CAAC,cAAc;QAAE,KAAK,CAAC,IAAI,CAAC,kBAAkB,CAAC,CAAC;IACjH,IAAI,MAAM;QAAE,KAAK,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAEvC,MAAM,EAAC,SAAS,EAAE,MAAM,EAAC,GAAG,CAAC,4BAAoB,CAAC,WAAW,CAAC,IAAI,oBAAoB,CAAC,WAAW,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;IAC7G,MAAM,OAAO,GAAG,MAAM,IAAI,KAAK,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,sCAA8B,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC;IACxF,OAAO,EAAC,SAAS,EAAE,SAAS,IAAI,CAAC,OAAO,EAAE,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAC,MAAM,EAAC,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,KAAK,EAAC,CAAC;AAClF,CAAC,CAAC;AAhBW,QAAA,wBAAwB,4BAgBnC;AAEF;;;;;;;;GAQG;AACI,MAAM,kBAAkB,GAAG,CAC9B,MAA6C,EAC7C,EAAC,QAAQ,EAAE,QAAQ,EAAwB,EACpC,EAAE,CACT,CAAC,CAAC,QAAQ,CAAC,MAAM,IAAI,QAAQ,CAAC,QAAQ,CAAC,MAAM,CAAC,OAAO,CAAC,CAAC;IACvD,CAAC,CAAC,QAAQ,CAAC,MAAM,IAAI,QAAQ,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,MAAM,CAAC,QAAQ,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;AAL/D,QAAA,kBAAkB,sBAK6C;AAE5E;;;;;;GAMG;AACI,MAAM,WAAW,GAAG,CAAC,GAAW,EAAE,GAAS,EAAU,EAAE;IAC1D,MAAM,IAAI,GAAG,IAAI,CAAC,KAAK,CAAC,CAAC,IAAI,CAAC,KAAK,CAAC,GAAG,IAAA,yBAAS,EAAC,GAAG,CAAC,YAAY,CAAC,GAAG,IAAI,CAAC,KAAK,CAAC,GAAG,GAAG,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,YAAY,CAAC,CAAC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package/lib/bulkEngagement.test.js

@@ -22,12 +22,21 @@ const suggest = (templateKey, institute, date, extra = {}) => (0, bulkEngagement
     hasQuote: extra.hasQuote ?? true,
     nextOnboardingTemplate: extra.nextOnboardingTemplate,
     lastSent: extra.lastSent,
+    yearSetup: extra.yearSetup,
 });
 describe("bulk engagement suggestions", () => {
     it("suggests the check-in to every paying school, date or not", () => {
         expect(suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04")).toMatchObject({ suggested: true, reason: "Paying customer" });
         expect(suggest("engagementRenewalCheckIn", school(), "2026-11-04").suggested).toBe(true);
     });
+    it("doesn't suggest the check-in to a school with something confirmed for the year", () => {
+        const set = suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", { yearSetup: { cohorts: 2, surveys: 1, events: 0 } });
+        expect(set).toEqual({ suggested: false, reason: "Set up for 2026-27: 2 cohorts, 1 survey", flags: [] });
+    });
+    it("suggests the check-in to a school with nothing confirmed for the year", () => {
+        expect(suggest("engagementRenewalCheckIn", school("2027-06-10"), "2026-11-04", { yearSetup: { cohorts: 0, surveys: 0, events: 0 } }))
+            .toMatchObject({ suggested: true, reason: "Paying customer, nothing set up for 2026-27" });
+    });
     it("leaves out hub schools", () => {
         expect(suggest("engagementRenewalCheckIn", school("2027-01-10", { package: "careersSchool" }), "2026-11-04").suggested).toBe(false);
     });
@@ -48,6 +57,75 @@ describe("bulk engagement suggestions", () => {
         expect(suggest("engagementPickFeatures", school(), "2026-11-04", { nextOnboardingTemplate: "engagementPlanYear" }).suggested).toBe(false);
     });
 });
+describe("bulkYearSetup", () => {
+    const now = new Date("2026-11-04T09:00:00Z");
+    const count = (docs) => (0, bulkEngagement_1.bulkYearSetup)({ cohorts: [], surveyCycles: [], events: [], ...docs }, now);
+    it("doesn't count the blank draft cohort made each year", () => {
+        expect(count({ cohorts: [{ stage: "name", academicYear: "2026/27", endPlacements: "" }] }).cohorts).toBe(0);
+    });
+    it("counts an activated cohort for this year or later, even once archived", () => {
+        expect(count({ cohorts: [
+                { stage: "created", academicYear: "2026/27" },
+                { stage: "created", academicYear: "2027/28" },
+                { stage: "archived", academicYear: "2026/27" },
+                { stage: "created", academicYear: "2025/26" },
+            ] }).cohorts).toBe(3);
+    });
+    it("places a cohort with no academic year by when its placements end", () => {
+        expect(count({ cohorts: [
+                { stage: "created", endPlacements: "2027-07-01" },
+                { stage: "created", endPlacements: "2026-07-01" },
+            ] }).cohorts).toBe(1);
+    });
+    it("counts surveys that aren't drafts, this year or later", () => {
+        expect(count({ surveyCycles: [
+                { status: "scheduled", academicYear: "2026-27" },
+                { status: "closed", academicYear: "2026-27" },
+                { status: "active", academicYear: "2027-28" },
+                { status: "draft", academicYear: "2026-27" },
+                { status: "closed", academicYear: "2025-26" },
+            ] }).surveys).toBe(3);
+    });
+    it("counts events past setup, on or after 1 September", () => {
+        expect(count({ events: [
+                { stage: "created", startDate: "2026-12-01" },
+                { stage: "preEvent", startDate: "2026-09-20", endDate: "2026-09-21" },
+                { stage: "basicDetails", startDate: "2026-12-01" },
+                { stage: "created", startDate: "2026-06-01" },
+            ] }).events).toBe(2);
+    });
+});
+describe("engagementReminderWaiting", () => {
+    const email = (overrides = {}) => ({
+        messageType: "engagementEmail",
+        sendReminders: true,
+        sentDay: "2026-10-01",
+        additionalData: { oId: "a", stepKey: "students.route" },
+        ...overrides,
+    });
+    const waiting = (overrides = {}) => (0, bulkEngagement_1.engagementReminderWaiting)(email(overrides), "2026-10-29");
+    it("waits on a step's email or one sent with follow-ups", () => {
+        expect(waiting()).toBe(true);
+        expect(waiting({ additionalData: { oId: "a", followUps: true } })).toBe(true);
+    });
+    it("ignores an email sent without follow-ups", () => {
+        expect(waiting({ additionalData: { oId: "a", templateKey: "engagementRenewalCheckIn" } })).toBe(false);
+    });
+    it("ignores other kinds of email, and those paused or stopped", () => {
+        expect(waiting({ messageType: "placementStage" })).toBe(false);
+        expect(waiting({ remindersPaused: true })).toBe(false);
+        expect(waiting({ sendReminders: false })).toBe(false);
+    });
+    it("waits a week from the email, then from the last reminder", () => {
+        expect(waiting({ sentDay: "2026-11-02" })).toBe(false);
+        expect(waiting({ lastReminderDay: "2026-11-03", reminderNumber: 1 })).toBe(false);
+        expect(waiting({ lastReminderDay: "2026-10-29", reminderNumber: 1 })).toBe(true);
+    });
+    it("stops after the third reminder", () => {
+        expect(waiting({ reminderNumber: 2 })).toBe(true);
+        expect(waiting({ reminderNumber: 3 })).toBe(false);
+    });
+});
 describe("matchesBulkFilters", () => {
     const trust = { package: "institutes-two", products: ["wex", "destinations"] };
     const hub = { package: "careersHub", products: ["employerEvents"] };

package/lib/bulkEngagement.test.js.map

@@ -1 +1 @@
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package/lib/callables/engagement.d.ts

@@ -201,6 +201,122 @@ export declare const engagementCallables: {
             }>;
         }>;
     };
+    /** The engagement email reminders held for an admin to approve, each with the account's status and the exact email. */
+    "engagementReminders-getWaitingReminders": {
+        request: z.ZodOptional<z.ZodObject<{}, "strip", z.ZodTypeAny, {}, {}>>;
+        response: z.ZodObject<{
+            reminders: z.ZodArray<z.ZodObject<{
+                /** The original email's interaction. */
+                id: z.ZodString;
+                oId: z.ZodString;
+                schoolName: z.ZodString;
+                package: z.ZodString;
+                lifecycleStatus: z.ZodOptional<z.ZodString>;
+                recipientName: z.ZodString;
+                recipientEmail: z.ZodString;
+                /** The original email's name. */
+                title: z.ZodString;
+                /** The day the original went, YYYY-MM-DD. */
+                sentDay: z.ZodString;
+                lastReminderDay: z.ZodOptional<z.ZodString>;
+                /** Which reminder this would be. 1 is the first. */
+                number: z.ZodNumber;
+                /** How the recipient has engaged with the original so far. */
+                topInteraction: z.ZodOptional<z.ZodString>;
+                /** Whether the checks say it should go. Approving is refused if not. */
+                due: z.ZodBoolean;
+                /** Why, for the admin. */
+                note: z.ZodString;
+                /** The email as it would go, for the previewer. */
+                content: z.ZodRecord<z.ZodString, z.ZodUnknown>;
+            }, "strip", z.ZodTypeAny, {
+                number: number;
+                id: string;
+                content: Record<string, unknown>;
+                title: string;
+                note: string;
+                oId: string;
+                package: string;
+                schoolName: string;
+                sentDay: string;
+                recipientName: string;
+                recipientEmail: string;
+                due: boolean;
+                lifecycleStatus?: string | undefined;
+                lastReminderDay?: string | undefined;
+                topInteraction?: string | undefined;
+            }, {
+                number: number;
+                id: string;
+                content: Record<string, unknown>;
+                title: string;
+                note: string;
+                oId: string;
+                package: string;
+                schoolName: string;
+                sentDay: string;
+                recipientName: string;
+                recipientEmail: string;
+                due: boolean;
+                lifecycleStatus?: string | undefined;
+                lastReminderDay?: string | undefined;
+                topInteraction?: string | undefined;
+            }>, "many">;
+        }, "strip", z.ZodTypeAny, {
+            reminders: {
+                number: number;
+                id: string;
+                content: Record<string, unknown>;
+                title: string;
+                note: string;
+                oId: string;
+                package: string;
+                schoolName: string;
+                sentDay: string;
+                recipientName: string;
+                recipientEmail: string;
+                due: boolean;
+                lifecycleStatus?: string | undefined;
+                lastReminderDay?: string | undefined;
+                topInteraction?: string | undefined;
+            }[];
+        }, {
+            reminders: {
+                number: number;
+                id: string;
+                content: Record<string, unknown>;
+                title: string;
+                note: string;
+                oId: string;
+                package: string;
+                schoolName: string;
+                sentDay: string;
+                recipientName: string;
+                recipientEmail: string;
+                due: boolean;
+                lifecycleStatus?: string | undefined;
+                lastReminderDay?: string | undefined;
+                topInteraction?: string | undefined;
+            }[];
+        }>;
+    };
+    /** Sends one waiting reminder, after checking again that it should go. */
+    "engagementReminders-approveReminder": {
+        request: z.ZodObject<{
+            id: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            id: string;
+        }, {
+            id: string;
+        }>;
+        response: z.ZodObject<{
+            sent: z.ZodLiteral<true>;
+        }, "strip", z.ZodTypeAny, {
+            sent: true;
+        }, {
+            sent: true;
+        }>;
+    };
     /** One-off: removes the open renewal email tasks the old automatic schedule made. */
     "bulkEngagement-clearRenewalEmailTasks": {
         request: z.ZodOptional<z.ZodObject<{}, "strip", z.ZodTypeAny, {}, {}>>;

package/lib/callables/engagement.js

@@ -74,6 +74,42 @@ exports.engagementCallables = {
             results: zod_1.z.record(zod_1.z.string(), zod_1.z.object({ sent: zod_1.z.array(zod_1.z.string()), error: zod_1.z.string().optional() })),
         }),
     },
+    /** The engagement email reminders held for an admin to approve, each with the account's status and the exact email. */
+    "engagementReminders-getWaitingReminders": {
+        request: zod_1.z.object({}).optional(),
+        response: zod_1.z.object({
+            reminders: zod_1.z.array(zod_1.z.object({
+                /** The original email's interaction. */
+                id: zod_1.z.string(),
+                oId: zod_1.z.string(),
+                schoolName: zod_1.z.string(),
+                package: zod_1.z.string(),
+                lifecycleStatus: zod_1.z.string().optional(),
+                recipientName: zod_1.z.string(),
+                recipientEmail: zod_1.z.string(),
+                /** The original email's name. */
+                title: zod_1.z.string(),
+                /** The day the original went, YYYY-MM-DD. */
+                sentDay: zod_1.z.string(),
+                lastReminderDay: zod_1.z.string().optional(),
+                /** Which reminder this would be. 1 is the first. */
+                number: zod_1.z.number(),
+                /** How the recipient has engaged with the original so far. */
+                topInteraction: zod_1.z.string().optional(),
+                /** Whether the checks say it should go. Approving is refused if not. */
+                due: zod_1.z.boolean(),
+                /** Why, for the admin. */
+                note: zod_1.z.string(),
+                /** The email as it would go, for the previewer. */
+                content: zod_1.z.record(zod_1.z.string(), zod_1.z.unknown()),
+            })),
+        }),
+    },
+    /** Sends one waiting reminder, after checking again that it should go. */
+    "engagementReminders-approveReminder": {
+        request: zod_1.z.object({ id: zod_1.z.string().min(1) }),
+        response: zod_1.z.object({ sent: zod_1.z.literal(true) }),
+    },
     /** One-off: removes the open renewal email tasks the old automatic schedule made. */
     "bulkEngagement-clearRenewalEmailTasks": {
         request: zod_1.z.object({}).optional(),

package/lib/callables/engagement.js.map

@@ -1 +1 @@
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