feat(workflows): invoice prepared+approved early, dispatch waits; daysBefore in editor; dashboard approvals
- Booking built-ins reordered: prepare the invoice EARLY (admin adjusts line items), admin approves at the review gate whenever, then the wait holds dispatch until the event date and it sends itself. prepInvoice → reviewInvoice → waitEvent → sendInvoice (both booking_full and booking_simple; v3). - Flow editor now reads/edits/saves trigger_config; the pre-event "days before event" lead time is editable in the canvas toolbar (was only in settings, which the cutover removed — closing that gap). - Dashboard: pending-approvals card under "Events Expiring Soon" (workflows flag + non-empty only), with inline Confirm/Deny. Confirms the design: a gate's confirm edge can feed a wait, so an admin OK before the event parks the run at the wait and the scheduler dispatches on the date. New test covers confirm-early-then-wait-dispatches.
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Luca
@@ -73,14 +73,14 @@ function buildBookingFullGraph() {
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{ node_key: 'sendContract', type: 'action', config: { action: 'send_document', document: 'contract', recipient: 'customer' }, pos_x: 320, pos_y: 330 },
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{ node_key: 'gateSigned', type: 'gate', config: { label: 'Contract signed?' }, pos_x: 320, pos_y: 440 },
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{ node_key: 'prepEvent', type: 'action', config: { action: 'prepare_event' }, pos_x: 320, pos_y: 550 },
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{ node_key: 'waitEvent', type: 'wait', config: { untilVar: 'eventDate' }, pos_x: 320, pos_y: 660 },
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{ node_key: 'prepInvoice', type: 'action', config: { action: 'prepare_invoice' }, pos_x: 320, pos_y: 770 },
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{ node_key: 'reviewInvoice', type: 'gate', config: { label: 'Review invoice before sending' }, pos_x: 320, pos_y: 880 },
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{ node_key: 'prepInvoice', type: 'action', config: { action: 'prepare_invoice' }, pos_x: 320, pos_y: 660 },
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{ node_key: 'reviewInvoice', type: 'gate', config: { label: 'Review invoice (early — dispatch waits for the event)' }, pos_x: 320, pos_y: 770 },
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{ node_key: 'waitEvent', type: 'wait', config: { untilVar: 'eventDate' }, pos_x: 320, pos_y: 880 },
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{ node_key: 'sendInvoice', type: 'action', config: { action: 'send_document', document: 'invoice', recipient: 'customer' }, pos_x: 320, pos_y: 990 },
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{ node_key: 'done', type: 'action', config: { action: 'noop' }, pos_x: 320, pos_y: 1100 },
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{ node_key: 'cancelContract', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 220 },
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{ node_key: 'declined', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 440 },
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{ node_key: 'cancelInvoice', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 880 },
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{ node_key: 'cancelInvoice', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 770 },
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];
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const edges = [
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{ from_node: 't', to_node: 'prepContract' },
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@@ -90,11 +90,13 @@ function buildBookingFullGraph() {
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{ from_node: 'sendContract', to_node: 'gateSigned' },
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{ from_node: 'gateSigned', from_handle: 'confirm', to_node: 'prepEvent' },
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{ from_node: 'gateSigned', from_handle: 'deny', to_node: 'declined' },
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{ from_node: 'prepEvent', to_node: 'waitEvent' },
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{ from_node: 'waitEvent', to_node: 'prepInvoice' },
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// Prepare + approve the invoice EARLY (admin can adjust line items now);
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// then the wait holds dispatch until the event date, and it sends itself.
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{ from_node: 'prepEvent', to_node: 'prepInvoice' },
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{ from_node: 'prepInvoice', to_node: 'reviewInvoice' },
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{ from_node: 'reviewInvoice', from_handle: 'confirm', to_node: 'sendInvoice' },
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{ from_node: 'reviewInvoice', from_handle: 'confirm', to_node: 'waitEvent' },
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{ from_node: 'reviewInvoice', from_handle: 'deny', to_node: 'cancelInvoice' },
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{ from_node: 'waitEvent', to_node: 'sendInvoice' },
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{ from_node: 'sendInvoice', to_node: 'done' },
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];
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return { nodes, edges };
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@@ -108,20 +110,21 @@ function buildBookingSimpleGraph() {
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const nodes = [
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{ node_key: 't', type: 'trigger', config: {}, pos_x: 320, pos_y: 0 },
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{ node_key: 'prepEvent', type: 'action', config: { action: 'prepare_event' }, pos_x: 320, pos_y: 110 },
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{ node_key: 'waitEvent', type: 'wait', config: { untilVar: 'eventDate' }, pos_x: 320, pos_y: 220 },
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{ node_key: 'prepInvoice', type: 'action', config: { action: 'prepare_invoice' }, pos_x: 320, pos_y: 330 },
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{ node_key: 'reviewInvoice', type: 'gate', config: { label: 'Review invoice before sending' }, pos_x: 320, pos_y: 440 },
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{ node_key: 'prepInvoice', type: 'action', config: { action: 'prepare_invoice' }, pos_x: 320, pos_y: 220 },
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{ node_key: 'reviewInvoice', type: 'gate', config: { label: 'Review invoice (early — dispatch waits for the event)' }, pos_x: 320, pos_y: 330 },
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{ node_key: 'waitEvent', type: 'wait', config: { untilVar: 'eventDate' }, pos_x: 320, pos_y: 440 },
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{ node_key: 'sendInvoice', type: 'action', config: { action: 'send_document', document: 'invoice', recipient: 'customer' }, pos_x: 320, pos_y: 550 },
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{ node_key: 'done', type: 'action', config: { action: 'noop' }, pos_x: 320, pos_y: 660 },
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{ node_key: 'cancelInvoice', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 440 },
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{ node_key: 'cancelInvoice', type: 'action', config: { action: 'noop' }, pos_x: 620, pos_y: 330 },
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];
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const edges = [
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{ from_node: 't', to_node: 'prepEvent' },
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{ from_node: 'prepEvent', to_node: 'waitEvent' },
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{ from_node: 'waitEvent', to_node: 'prepInvoice' },
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// Prepare + approve the invoice early; the wait holds dispatch to the event date.
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{ from_node: 'prepEvent', to_node: 'prepInvoice' },
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{ from_node: 'prepInvoice', to_node: 'reviewInvoice' },
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{ from_node: 'reviewInvoice', from_handle: 'confirm', to_node: 'sendInvoice' },
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{ from_node: 'reviewInvoice', from_handle: 'confirm', to_node: 'waitEvent' },
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{ from_node: 'reviewInvoice', from_handle: 'deny', to_node: 'cancelInvoice' },
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{ from_node: 'waitEvent', to_node: 'sendInvoice' },
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{ from_node: 'sendInvoice', to_node: 'done' },
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];
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return { nodes, edges };
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@@ -258,7 +261,7 @@ const BUILTINS = [
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},
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{
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key: 'booking_full',
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version: 2,
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version: 3,
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enabled: false,
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name: 'Booking — quote → contract → event → invoice (built-in)',
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trigger_type: 'quote.accepted',
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@@ -266,23 +269,25 @@ const BUILTINS = [
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description:
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'On quote acceptance: prepare the contract, let the admin review it (adjust line items / '
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+ 'terms) and confirm before it is sent, wait for the admin to confirm it is signed, then '
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+ 'create the event/gallery, wait to the shoot date, prepare the invoice and — after a '
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+ 'second admin review gate — send it. No document is ever sent without an explicit admin '
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+ 'OK. Disabled by default — the document actions are stubs until the booking cutover, so '
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+ 'an enabled run just records observable skipped steps. A starting point to edit.',
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+ 'create the event/gallery and prepare the invoice EARLY so the admin can adjust it. The '
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+ 'admin approves the invoice at the review gate whenever they like; dispatch then waits '
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+ 'until the event date and sends itself. No document is sent without an explicit admin OK. '
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+ 'Disabled by default — the document actions are stubs until the booking cutover, so an '
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+ 'enabled run just records observable skipped steps. A starting point to edit.',
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build: async () => buildBookingFullGraph(),
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},
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{
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key: 'booking_simple',
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version: 2,
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version: 3,
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enabled: false,
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name: 'Booking — quote → event → invoice (built-in)',
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trigger_type: 'quote.accepted',
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trigger_config: {},
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description:
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'The no-contract booking path: on quote acceptance create the event/gallery, wait to the '
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+ 'shoot date, prepare the invoice and — after an admin review gate — send it. Same '
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+ 'review-before-send rule and stub caveat as the full booking flow; disabled by default.',
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'The no-contract booking path: on quote acceptance create the event/gallery and prepare the '
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+ 'invoice early. The admin approves it at the review gate ahead of time; dispatch then waits '
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+ 'until the event date and sends itself. Same review-before-send rule and stub caveat as the '
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+ 'full booking flow; disabled by default.',
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build: async () => buildBookingSimpleGraph(),
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},
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];
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