lead-to-policy/src/api/forms.ts

// Activity metadata + the per-state "next action" map. Field schemas are no
// longer mirrored here — <ActivityForm> fetches them live from the form-screens
// endpoint (see api/schema.ts), so the form layout never drifts from config.

export type FieldType =
  | 'text'
  | 'email'
  | 'phone'
  | 'number'
  | 'date'
  | 'datetime'
  | 'longtext'
  | 'select'
  | 'multiselect'
  | 'boolean'
  | 'lookup'
  | 'ocr'
  | 'file';

export interface FieldOption {
  value: string;
  label: string;
}

export interface OcrMapping {
  extraction_key: string;
  target_field: string;
}

/** A renderable form field. Built at runtime by api/schema.ts from the live
 *  form-screens config; consumed by <ActivityForm> and the bespoke screens. */
export interface FieldDef {
  id: string;
  label: string;
  type: FieldType;
  required?: boolean;
  options?: FieldOption[];
  prefix?: string;
  placeholder?: string;
  /** Companion/record key to seed from (defaults to id minus the _input suffix). */
  seedKey?: string;
  // lookup
  lookupTemplate?: string;
  lookupDisplay?: string[]; // columns shown in the label
  lookupStorage?: string[]; // columns persisted on submit
  // ocr
  docLabel?: string; // "PAN" / "Aadhaar"
  ocrMappings?: OcrMapping[];
}

/** Activity display copy + uid. Fields come from the schema, not from here. */
export interface ActivityMeta {
  uid: string;
  name: string;
  submitLabel: string;
  /** Past-tense confirmation, e.g. "advanced to Qualified". */
  done: string;
}

// Activity keys are stable, human-readable handles used by STATE_NEXT.
export const ACTIVITY_META = {
  capture: {
    uid: 'cc1a73d5-61e1-4416-af30-2b1eeb623a58',
    name: 'Capture Lead',
    submitLabel: 'Create lead',
    done: 'created — added to the pipeline as a New Lead',
  },
  qualify: {
    uid: '6b741e44-37f2-4bb0-90ab-ed139f03b7b3',
    name: 'Qualify Lead',
    submitLabel: 'Qualify lead',
    done: 'advanced to Qualified',
  },
  assign: {
    uid: 'da61aaa1-003b-4601-9f42-f93ff230497f',
    name: 'Assign Lead',
    submitLabel: 'Assign lead',
    done: 'advanced to Assigned',
  },
  contact: {
    uid: 'fea6b3a8-846d-4f6f-8e92-033c4cf4b6e2',
    name: 'Log First Contact',
    submitLabel: 'Log contact',
    done: 'advanced to Contacted',
  },
  schedule: {
    uid: 'c444d32f-ed6a-4e36-b8b7-b82e73a141d4',
    name: 'Schedule Meeting',
    submitLabel: 'Schedule meeting',
    done: 'advanced to Meeting Scheduled',
  },
  assess: {
    uid: 'ba3d3e7f-0d3f-49f2-a156-6cace33c228a',
    name: 'Assess Eligibility',
    submitLabel: 'Submit assessment',
    done: 'advanced to Eligibility Assessed',
  },
  underwrite: {
    uid: 'ed8ec0dc-4c2c-4d9e-b798-757f6a9d4730',
    name: 'Submit Underwriting',
    submitLabel: 'Submit underwriting',
    done: 'advanced to Underwriting',
  },
  issue: {
    uid: '7b8fb734-a780-4c6a-837b-c5e7ca28e489',
    name: 'Issue Policy',
    submitLabel: 'Issue policy',
    done: 'advanced to Policy Issued',
  },
  onboard: {
    uid: 'ae415f4e-a33e-432e-882f-733238de8bcc',
    name: 'Onboard Customer',
    submitLabel: 'Complete onboarding',
    done: 'advanced to Customer 360',
  },
  disqualify: {
    uid: 'ea99fc60-caba-45c1-afc1-7386a2fa9220',
    name: 'Disqualify',
    submitLabel: 'Disqualify lead',
    done: 'moved to Disqualified',
  },
} satisfies Record<string, ActivityMeta>;

export type ActivityKey = keyof typeof ACTIVITY_META;

// OCR field configs for Collect Documents (extraction → mapped target inputs).
export const OCR_FIELDS: Record<string, { id: string; docLabel: string; mappings: OcrMapping[] }> = {
  pan: {
    id: 'pan_ocr_2',
    docLabel: 'PAN',
    mappings: [{ extraction_key: 'pan_number', target_field: 'pan_number_input' }],
  },
  aadhaar: {
    id: 'aadhar_ocr_2',
    docLabel: 'Aadhaar',
    mappings: [{ extraction_key: 'aadhaar_number', target_field: 'aadhaar_number_input' }],
  },
};

// Per-state next action. `route` → dedicated rich screen; else inline form.
// Routed steps (recommend / documents / underwriting / issue) render their own
// screen, so `activity` is only set when the step renders an inline form.
export interface NextAction {
  activity?: ActivityKey;
  route?: string;
  /** Button label for routed steps. */
  label?: string;
}

export const STATE_NEXT: Record<string, NextAction> = {
  'New Lead': { activity: 'qualify' },
  Qualified: { activity: 'assign', route: '/assign', label: 'Assign lead' },
  Assigned: { activity: 'contact' },
  Contacted: { activity: 'schedule' },
  'Meeting Scheduled': { route: '/recommend', label: 'Recommend product' },
  'Product Recommended': { route: '/documents', label: 'Collect documents' },
  'Documents Collected': { activity: 'assess' },
  'Eligibility Assessed': { route: '/underwriting', label: 'Submit underwriting' },
  Underwriting: { route: '/issue', label: 'Issue policy' },
  'Policy Issued': { activity: 'onboard' },
};

// States from which Disqualify is a valid (secondary) action.
export const DISQUALIFY_STATES = new Set([
  'New Lead',
  'Qualified',
  'Assigned',
  'Contacted',
  'Meeting Scheduled',
  'Product Recommended',
  'Documents Collected',
  'Eligibility Assessed',
  'Underwriting',
]);