Pipeline: sponsor follow-up board (stages from the ledger, notes/follow-ups/tags, stage messages into chat), gated by pipelineMode with a coming-soon card until launch; training cards can wait on the same switch

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

pipeline.js

@@ -0,0 +1,113 @@
+// Pipeline (Marty, 2026-09-15): a follow-up board for sponsors. One screen where every prospect
+// and every direct sits in a column by what they have actually done. Nobody drags a card: the
+// site moves it when the event fires (wallet linked, payouts on, first buy, buyers counted).
+// The sponsor adds what the site cannot know: a note, a follow-up date, an outcome tag.
+// Built before launch, shown as "coming soon" until site setting pipelineMode = on
+// (preview = only the admin account sees the live board, for testing and the training video).
+// Dual-mode store like the other modules (MySQL when DATABASE_URL is set, JSON on the volume).
+const fs = require('fs');
+const path = require('path');
+const db = require('./db');
+
+let DATA_DIR = null, accounts = null, coach = null;
+const DAY = 86400000;
+
+// columns, in order. Prospects live in the first and last; directs land by coaching rung.
+const STAGES = [
+  { key: 'talking', label: 'Talking to', hint: 'People you have reached out to who have not joined yet.' },
+  { key: 'joined', label: 'Joined', hint: 'Joined free. Next: link a wallet.' },
+  { key: 'wallet', label: 'Wallet linked', hint: 'Next: switch on payouts, one free transaction.' },
+  { key: 'payouts', label: 'Payouts on', hint: 'Next: a first package. $20 or more counts for you.' },
+  { key: 'bought', label: 'Bought', hint: 'Your qualifying buyer. Next: their first person.' },
+  { key: 'building', label: 'Building', hint: 'They have buyers of their own. Coach them to their two.' },
+  { key: 'later', label: 'Later', hint: 'Parked: not now, no response, not interested.' }
+];
+const TAGS = ['', 'hot', 'later', 'no response', 'not interested'];
+const RUNG_STAGE = ['joined', 'wallet', 'payouts', 'bought', 'building', 'building', 'building'];
+const PARKED = new Set(['later', 'no response', 'not interested']);
+
+// ---- stores: one row per (owner, person) ----
+const J = {
+  db: null,
+  FILE: () => path.join(DATA_DIR, 'pipeline.json'),
+  load() { try { this.db = JSON.parse(fs.readFileSync(this.FILE(), 'utf8')); } catch (e) { this.db = {}; } },
+  save() { try { fs.writeFileSync(this.FILE(), JSON.stringify(this.db)); } catch (e) {} },
+  async notes(owner) { if (!this.db) this.load(); return Object.values(this.db).filter(r => r.owner === owner); },
+  async put(owner, person, f) { if (!this.db) this.load(); const k = owner + '|' + person; this.db[k] = Object.assign(this.db[k] || { owner, person }, f, { updated: Date.now() }); this.save(); return this.db[k]; }
+};
+const rowR = r => ({ owner: r.owner_email, person: r.person, note: r.note || '', followUp: r.follow_up ? Number(r.follow_up) : null, tag: r.tag || '', updated: Number(r.updated) });
+const D = {
+  async notes(owner) { return (await db.q('SELECT * FROM pipeline_notes WHERE owner_email=?', [owner])).map(rowR); },
+  async put(owner, person, f) {
+    await db.q('INSERT INTO pipeline_notes (owner_email,person,note,follow_up,tag,updated) VALUES (?,?,?,?,?,?) ON DUPLICATE KEY UPDATE note=VALUES(note), follow_up=VALUES(follow_up), tag=VALUES(tag), updated=VALUES(updated)',
+      [owner, person, f.note, f.followUp || null, f.tag || '', Date.now()]);
+    return rowR((await db.q('SELECT * FROM pipeline_notes WHERE owner_email=? AND person=?', [owner, person]))[0]);
+  }
+};
+const impl = () => db.enabled() ? D : J;
+
+function init(opts) { DATA_DIR = opts.dataDir; accounts = opts.accounts; coach = opts.coach; }
+
+// who may see the live board: mode on = everyone; preview = the admin account only
+function visible(mode, email, adminEmail) {
+  if (mode === 'on') return true;
+  if (mode === 'preview') return !!(email && adminEmail && String(email).toLowerCase() === String(adminEmail).toLowerCase());
+  return false;
+}
+
+async function board(email) {
+  const owner = String(email || '').toLowerCase();
+  const now = Date.now(); const eod = new Date(); eod.setHours(23, 59, 59, 999);
+  const notes = {}; for (const n of await impl().notes(owner)) notes[n.person] = n;
+  const cards = [];
+  // prospects: the sponsor's own list of people they have talked to
+  for (const p of await coach.prospects(owner)) {
+    const n = notes['p:' + p.id] || {};
+    let stage = 'talking';
+    if (p.status === 'not now') stage = 'later';
+    if (p.status === 'joined') stage = 'joined';
+    if (p.status === 'bought') stage = 'bought';
+    if (PARKED.has(n.tag)) stage = 'later';
+    cards.push({ key: 'p:' + p.id, kind: 'prospect', name: p.name, contact: p.contact || '', status: p.status, stage,
+      since: p.updated || p.created || now, lastSeen: 0, quietDays: Math.floor((now - (p.updated || p.created || now)) / DAY),
+      stalled: false, next: p.status === 'contacted' || p.status === 'interested' ? 'Send your link and ask for a yes' : 'Reach out once',
+      say: 'Hey ' + p.name + ', here is the link I mentioned. Free to join with an email, and I will walk you through the first three steps: {{link}}',
+      note: n.note || p.note || '', followUp: n.followUp || p.nextTs || null, tag: n.tag || '' });
+  }
+  // directs: stage from what they have actually done (the coaching rung)
+  const levels = await accounts.downline(owner, 1);
+  for (const m of (levels[0] ? levels[0].members : [])) {
+    let c = null; try { c = await coach.describe(m, now); } catch (e) {}
+    const n = notes[m.email] || {};
+    const rung = c ? c.rung : 0;
+    const stage = PARKED.has(n.tag) && rung < 3 ? 'later' : RUNG_STAGE[rung] || 'joined';
+    cards.push({ key: m.email, kind: 'member', email: m.email, name: m.username ? '@' + m.username : (m.memberId ? 'member #' + m.memberId : 'member'),
+      memberId: m.memberId || 0, stage, rung, rungLabel: c ? c.label : 'Joined', since: m.created || now,
+      lastSeen: m.lastSeen || 0, quietDays: c ? c.quietDays : 0, stalled: !!(c && c.stalled),
+      buyers: c ? c.buyerCount || 0 : 0, bought: !!(c && c.counted),
+      next: c ? c.next : 'Link a wallet', say: c ? c.say.replace('{{name}}', m.username || 'there') : '',
+      note: n.note || '', followUp: n.followUp || null, tag: n.tag || '' });
+  }
+  const due = cards.filter(c => c.followUp && c.followUp <= eod.getTime()).sort((a, b) => a.followUp - b.followUp);
+  const columns = STAGES.map(s => ({ key: s.key, label: s.label, hint: s.hint,
+    cards: cards.filter(c => c.stage === s.key).sort((a, b) => (b.stalled - a.stalled) || (a.followUp || 9e15) - (b.followUp || 9e15) || b.since - a.since) }));
+  return { stages: STAGES, tags: TAGS, columns, due, counts: { total: cards.length, stalled: cards.filter(c => c.stalled).length, due: due.length } };
+}
+
+async function save(email, body) {
+  const owner = String(email || '').toLowerCase();
+  const person = String(body.key || '').trim().toLowerCase().slice(0, 190);
+  if (!person) return { error: 'Pick who to update.' };
+  // only people on the sponsor's own board
+  const ok = person.startsWith('p:') ? (await coach.prospects(owner)).some(p => 'p:' + p.id === person)
+    : await accounts.isDownlineOf(owner, person, 1);
+  if (!ok) return { error: 'Not on your board.' };
+  const tag = TAGS.includes(String(body.tag || '').toLowerCase()) ? String(body.tag || '').toLowerCase() : '';
+  let followUp = null;
+  if (body.followUp) { const t = /^\d{4}-\d{2}-\d{2}$/.test(body.followUp) ? Date.parse(body.followUp + 'T12:00:00') : Number(body.followUp); if (t && !isNaN(t)) followUp = t; }
+  const note = String(body.note || '').trim().slice(0, 1000);
+  const row = await impl().put(owner, person, { note, followUp, tag });
+  return { ok: true, note: row };
+}
+
+module.exports = { init, STAGES, TAGS, visible, board, save };