feat(workflows): pre-event reminder picks the template GROUP on the block, type stays automatic

The reminder template family (prefix) is now chosen on the notify_pre_event
block via config.templateGroup (default 'event_reminder'); within that group the
exact template is still auto-resolved per event type:
  <group>_<eventType> if authored  →  else  <group>_default
So an admin can point a flow at a different reminder family, while wedding/
birthday/… routing and the catch-all fallback stay automatic. resolveTemplateKey
now takes (eventType, group) and tolerates a trailing "_" on the group.

Editor: notify_pre_event (+ the gallery notify actions) added to the action
dropdown, with a "Reminder template group" field and hint. Seed sets
templateGroup='event_reminder' on the built-in (v4). EN/DE strings. Tests cover
the per-type / group-default resolution.

backend/__tests__/integration/workflowEngine.test.js

@@ -402,6 +402,19 @@ describe('workflow engine', () => {
     expect(again.reason).toBe('already_sent');
   });
 
+  test('reminder template resolves per event type within the chosen group, else group default', async () => {
+    const { _internal } = require('../../src/services/eventReminderService');
+    // Per-type template exists within a custom group → used.
+    await db('email_templates').insert({ template_key: 'promo_wedding' });
+    expect(await _internal.resolveTemplateKey('wedding', 'promo')).toBe('promo_wedding');
+    // A type with no authored template (in any group) → the group's default.
+    expect(await _internal.resolveTemplateKey('zzznotype', 'promo')).toBe('promo_default');
+    // Blank group → the default event_reminder group.
+    expect(await _internal.resolveTemplateKey('zzznotype')).toBe('event_reminder_default');
+    // Trailing underscore on the group is tolerated.
+    expect(await _internal.resolveTemplateKey('zzznotype', 'promo_')).toBe('promo_default');
+  });
+
   test('isBuiltinFlowActive reflects the built-in ENABLED state (enabled-based mutex)', async () => {
     const { seedBuiltinWorkflowsAtBoot } = require('../../src/services/_workflowSeedBoot');
     await seedBuiltinWorkflowsAtBoot(db, { info() {}, warn() {} });

backend/src/services/_workflowSeedBoot.js

@@ -161,7 +161,7 @@ function buildBookingInvoiceOnlyGraph() {
 function buildPreEventEmailGraph() {
   const nodes = [
     { node_key: 't', type: 'trigger', config: {}, pos_x: 240, pos_y: 0 },
-    { node_key: 'notify', type: 'action', config: { action: 'notify_pre_event' }, pos_x: 240, pos_y: 110 },
+    { node_key: 'notify', type: 'action', config: { action: 'notify_pre_event', templateGroup: 'event_reminder' }, pos_x: 240, pos_y: 110 },
     { node_key: 'done', type: 'action', config: { action: 'noop' }, pos_x: 240, pos_y: 220 },
   ];
   const edges = [
@@ -267,7 +267,7 @@ const BUILTINS = [
   },
   {
     key: 'pre_event_email',
-    version: 3,
+    version: 4,
     enabled: false,
     name: 'Pre-event reminder (built-in)',
     trigger_type: 'event.date_approaching',

backend/src/services/eventReminderService.js

@@ -61,6 +61,7 @@ const logger = require('../utils/logger');
 const { ensureEventReminderTemplatesSeeded } = require('./eventReminderTemplates');
 
 const DEFAULT_DAYS_BEFORE = 2;
+const DEFAULT_TEMPLATE_GROUP = 'event_reminder';
 const TEMPLATE_KEY_DEFAULT = 'event_reminder_default';
 const TEMPLATE_KEY_PREFIX = 'event_reminder_';
 
@@ -71,20 +72,23 @@ const TEMPLATE_KEY_PREFIX = 'event_reminder_';
 let schemaWarnLogged = false;
 
 /**
- * Lookup the most specific available template for an event_type slug.
+ * Resolve the reminder template within a GROUP (template-key prefix). The group
- * Returns the template_key string. The email_processor handles missing
+ * is chosen on the flow block (defaults to `event_reminder`); within it the pick
- * template rows by failing the send; we don't fetch the row body here
+ * is automatic and per-event-type:
- * because emailProcessor.queueEmail does that lookup itself.
+ *   `<group>_<eventType>` if a template exists  →  else  `<group>_default`
+ * So an exact wedding/birthday/… template wins; otherwise the group's catch-all.
+ * emailProcessor handles a missing template row itself, so we only return a key.
  */
-async function resolveTemplateKey(eventType) {
+async function resolveTemplateKey(eventType, group = DEFAULT_TEMPLATE_GROUP) {
+  const g = String(group || DEFAULT_TEMPLATE_GROUP).replace(/_+$/, ''); // tolerate a trailing "_"
   if (eventType) {
-    const perType = `${TEMPLATE_KEY_PREFIX}${eventType}`;
+    const perType = `${g}_${eventType}`;
     const exists = await db('email_templates')
       .where({ template_key: perType })
       .first('id');
     if (exists) return perType;
   }
-  return TEMPLATE_KEY_DEFAULT;
+  return `${g}_default`;
 }
 
 /**
@@ -259,7 +263,7 @@ async function runEventReminderPass() {
  * disabled, already sent, no template-eligible recipient); only DB/queue errors
  * propagate so the caller can surface them.
  */
-async function sendReminderForEvent(eventId) {
+async function sendReminderForEvent(eventId, { templateGroup = null } = {}) {
   const hasCols = await hasColumnCached('events', 'event_reminder_sent_at');
   if (!hasCols) return { sent: 0, skipped: 1, reason: 'schema_not_migrated' };
 
@@ -292,7 +296,9 @@ async function sendReminderForEvent(eventId) {
   const profile = await db('business_profile').where({ id: 1 }).first('company_name');
   const businessName = profile?.company_name || '';
 
-  const templateKey = await resolveTemplateKey(row.event_type);
+  // The flow block chooses the template GROUP (blank → the default group); the
+  // exact template is still auto-picked by event type within that group.
+  const templateKey = await resolveTemplateKey(row.event_type, templateGroup || DEFAULT_TEMPLATE_GROUP);
   const payload = composePayload({ event: row, recipientEmail, daysBefore: offsetDays, businessName });
   if (row.event_reminder_body_override) payload.body_override = row.event_reminder_body_override;
 

backend/src/services/workflows/actions.js

@@ -170,8 +170,12 @@ registry.registerAction('notify_gallery_expired', async (ctx) => {
 registry.registerAction('notify_pre_event', async (ctx) => {
   const id = ctx.run.entity_id;
   if (!id) return { skipped: true, reason: 'no event entity' };
-  if (ctx.vars?.__dryRun) return { dryRun: true, would: 'notify_pre_event', eventId: id };
+  // The template GROUP is chosen on THIS block (config.templateGroup, e.g.
-  const res = await require('../eventReminderService').sendReminderForEvent(id);
+  // 'event_reminder'); the exact template is still auto-picked by event type
+  // within that group. Blank → the default group.
+  const templateGroup = ctx.node.config?.templateGroup || null;
+  if (ctx.vars?.__dryRun) return { dryRun: true, would: 'notify_pre_event', eventId: id, templateGroup };
+  const res = await require('../eventReminderService').sendReminderForEvent(id, { templateGroup });
   return res;
 });
 

frontend/src/i18n/locales/de.json

@@ -255,6 +255,8 @@
       "saveFailed": "Speichern fehlgeschlagen",
       "badJson": "Konfiguration ist kein gültiges JSON",
       "daysBefore": "Tage vor dem Anlass",
+      "templateGroup": "Vorlagengruppe für Erinnerungen",
+      "templateGroupHint": "Die genaue Vorlage wird je Anlasstyp innerhalb dieser Gruppe automatisch gewählt: «Gruppe»_«Anlasstyp», falls vorhanden, sonst «Gruppe»_default. Leer = event_reminder.",
       "showAdvanced": "Erweitert (JSON)",
       "hideAdvanced": "Erweitert ausblenden (JSON)",
       "triggerHint": "Der Auslöser wird oben in der Leiste gesetzt (Wenn …).",

frontend/src/i18n/locales/en.json

@@ -255,6 +255,8 @@
       "saveFailed": "Could not save",
       "badJson": "Config is not valid JSON",
       "daysBefore": "days before event",
+      "templateGroup": "Reminder template group",
+      "templateGroupHint": "The exact template is auto-picked per event type within this group: «group»_«eventType» if you authored one, else «group»_default. Blank = event_reminder.",
       "showAdvanced": "Advanced (JSON)",
       "hideAdvanced": "Hide advanced (JSON)",
       "triggerHint": "The trigger is set in the toolbar above (When …).",

frontend/src/pages/admin/workflows/NodeConfigPanel.tsx

@@ -22,6 +22,9 @@ const ACTIONS = [
   ['queue_payment_check', 'Send payment-check email (dunning gate)'],
   ['escalate_to_collections', 'Hand off to collections (email admin)'],
   ['send_email', 'Send email'],
+  ['notify_pre_event', 'Send pre-event reminder'],
+  ['notify_gallery_expiring', 'Send gallery-expiring warning'],
+  ['notify_gallery_expired', 'Send gallery-expired email'],
   ['reserve_date', 'Reserve the event date'],
   ['prepare_quote', 'Prepare a quote (draft)'],
   ['prepare_contract', 'Prepare a contract (draft)'],
@@ -96,6 +99,15 @@ export const NodeConfigPanel: React.FC<Props> = ({ nodeType, config, onChange })
         </>
       )}
 
+      {nodeType === 'action' && config.action === 'notify_pre_event' && (
+        <Row label={t('workflows.editor.templateGroup', 'Reminder template group')}>
+          <input className={field} value={config.templateGroup || ''} onChange={(e) => set({ templateGroup: e.target.value })} placeholder="event_reminder" />
+          <p className="text-xs text-neutral-500 dark:text-neutral-400 mt-1">
+            {t('workflows.editor.templateGroupHint', 'The exact template is auto-picked per event type within this group: «group»_«eventType» if you authored one, else «group»_default. Blank = event_reminder.')}
+          </p>
+        </Row>
+      )}
+
       {(nodeType === 'action' || nodeType === 'webhook') && (config.action === 'webhook' || nodeType === 'webhook') && (
         <Row label={t('workflows.editor.webhookUrl', 'Webhook URL')}>
           <input className={field} value={config.url || ''} onChange={(e) => set({ url: e.target.value })} placeholder="https://…" />

frontend/src/pages/admin/workflows/WorkflowEditorPage.tsx

@@ -45,6 +45,7 @@ const SOURCE_HANDLES: Record<string, string[]> = {
 const WAIT_ANCHOR_LABEL: Record<string, string> = { dueDate: 'due date', issueDate: 'invoice date', eventDate: 'event date' };
 const ACTION_LABEL: Record<string, string> = {
   queue_payment_check: 'Send payment-check email', escalate_to_collections: 'Collections handoff', send_email: 'Send email', reserve_date: 'Reserve the date',
+  notify_pre_event: 'Send pre-event reminder', notify_gallery_expiring: 'Send gallery-expiring warning', notify_gallery_expired: 'Send gallery-expired email',
   prepare_quote: 'Prepare quote', prepare_contract: 'Prepare contract', prepare_invoice: 'Prepare invoice',
   prepare_event: 'Create event', prepare_gallery: 'Create gallery', send_document: 'Send document',
   webhook: 'Call webhook', noop: 'Do nothing', set_context: 'Set value',