cre-sync/types/onboarding.ts

/**
 * Onboarding Types
 * CRESyncFlow - Commercial Real Estate CRM
 *
 * These types define the onboarding flow data collected from new users
 */

export enum ExperienceLevel {
  UNDER_1_YEAR = 'Under 1 year',
  ONE_TO_THREE_YEARS = '1-3 years',
  THREE_PLUS_YEARS = '3+ years'
}

export enum GCIRange {
  UNDER_50K = 'Under $50,000',
  FIFTY_TO_100K = '$50,000 - $100,000',
  OVER_100K = 'Over $100,000',
  OVER_250K = 'Over $250,000'
}

export enum GoalPrimary {
  NEW_SELLER_LEADS = 'Get new seller leads',
  NEW_BUYER_LEADS = 'Get new buyer leads',
  GET_ORGANIZED = 'Get more organized',
  FOLLOW_UP_CAMPAIGNS = 'Set up follow-up campaigns',
  TRACK_METRICS = 'Start tracking my metrics'
}

export enum LeadType {
  INVESTOR = 'Investor',
  BUYER = 'Buyer',
  SELLER = 'Seller',
  COMMERCIAL = 'Commercial'
}

export enum Channel {
  SMS = 'SMS',
  EMAIL = 'Email',
  PHONE = 'Phone Call'
}

export enum CRMPainPoint {
  TWO_WAY_TEXTING = 'Two-way texting',
  BETTER_REPORTING = 'Better reporting',
  BETTER_ORGANIZATION = 'Better organization',
  FOLLOW_UP_CAMPAIGNS = 'Follow-up campaigns',
  LEAD_GENERATION = 'Lead generation',
  PIPELINE_MANAGEMENT = 'Pipeline management'
}

export enum ExternalSystem {
  DIALER = 'Dialer',
  TRANSACTION_MANAGEMENT = 'Transaction Management',
  OTHER_CRM = 'Other CRM',
  MARKETING_PLATFORM = 'Marketing Platform'
}

export enum ViewState {
  ONBOARDING = 'ONBOARDING',
  DASHBOARD = 'DASHBOARD',
  CONVERSATIONS = 'CONVERSATIONS',
  CONTACTS = 'CONTACTS',
  OPPORTUNITIES = 'OPPORTUNITIES',
  GET_LEADS = 'GET_LEADS',
  AUTOMATIONS = 'AUTOMATIONS',
  TODO_LIST = 'TODO_LIST',
  REPORTING = 'REPORTING',
  MARKETPLACE = 'MARKETPLACE',
  EXTERNAL_TOOLS = 'EXTERNAL_TOOLS',
  LEADERBOARD = 'LEADERBOARD',
  QUIZ = 'QUIZ',
  ADMIN = 'ADMIN',
  TOUR_SIMULATION = 'TOUR_SIMULATION',
  DFY_INTAKE = 'DFY_INTAKE',
  CONTROL_CENTER = 'CONTROL_CENTER'
}

/**
 * Main onboarding data interface with camelCase property names
 */
export interface OnboardingData {
  // Experience questions
  yearsInBusiness: ExperienceLevel | null;
  gciLast12Months: GCIRange | null;

  // CRM questions
  usingOtherCrm: boolean | null;
  currentCrmName: string;
  crmPainPoints: CRMPainPoint[];

  // Goals (multi-select)
  goalsSelected: GoalPrimary[];

  // Lead questions
  hasLeadSource: boolean | null;
  leadSourceName: string;
  wantsMoreLeads: boolean | null;
  leadTypeDesired: LeadType[];
  leadsPerMonthTarget: string;

  // Channels
  channelsSelected: Channel[];

  // Systems to connect
  systemsToConnect: ExternalSystem[];

  // Custom values for personalization
  userFirstName: string;
  userLastName: string;
  userEmail: string;
  brokerageName: string;
}

/**
 * Legacy onboarding data interface with snake_case property names
 * @deprecated Use OnboardingData instead
 */
export interface OnboardingDataLegacy {
  years_in_business: ExperienceLevel | null;
  gci_last_12_months: GCIRange | null;
  using_other_crm: boolean | null;
  current_crm_name: string;
  crm_pain_points: CRMPainPoint[];
  goals_selected: GoalPrimary[];
  has_lead_source: boolean | null;
  lead_source_name: string;
  wants_more_leads: boolean | null;
  lead_type_desired: LeadType[];
  leads_per_month_target: number | string;
  channels_selected: Channel[];
  systems_to_connect: ExternalSystem[];
  user_first_name: string;
  user_last_name: string;
  user_email: string;
  brokerage_name: string;
}

/**
 * Setup status tracking for new user configuration
 */
export interface SetupStatus {
  smsConfigured: boolean;
  emailConfigured: boolean;
  contactsImported: boolean;
  campaignsSetup: boolean;
}

/**
 * Legacy system state interface
 * @deprecated Use SetupStatus instead
 */
export interface SystemState {
  sms_configured: boolean;
  email_configured: boolean;
  contacts_imported: boolean;
  leads_acquired: boolean;
}

/**
 * Onboarding step tracking
 */
export interface OnboardingStep {
  id: string;
  title: string;
  description: string;
  isComplete: boolean;
  isCurrentStep: boolean;
}

/**
 * Full onboarding state
 */
export interface OnboardingState {
  currentStep: number;
  totalSteps: number;
  data: OnboardingData;
  setupStatus: SetupStatus;
  isComplete: boolean;
}

/**
 * Helper type for creating initial onboarding data
 */
export const createInitialOnboardingData = (): OnboardingData => ({
  yearsInBusiness: null,
  gciLast12Months: null,
  usingOtherCrm: null,
  currentCrmName: '',
  crmPainPoints: [],
  goalsSelected: [],
  hasLeadSource: null,
  leadSourceName: '',
  wantsMoreLeads: null,
  leadTypeDesired: [],
  leadsPerMonthTarget: '',
  channelsSelected: [],
  systemsToConnect: [],
  userFirstName: '',
  userLastName: '',
  userEmail: '',
  brokerageName: ''
});