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console: the payment chase is the scheduler's, not a button

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86 moved Log Payment Nudge onto a timer — booked 24h out by Request
Premium, re-booked at 48h to a cap of three — because it was firing 47
seconds after the request and recording an outcome for a conversation
nobody had had.

A scheduled activity has to carry ZERO roles or the scheduler's own
perform fails silently, so "Chase the payment" would now 403 for
everyone who pressed it. It stops being offered.

A person who actually wants to reach the customer has Reply to the
customer, which sends a WhatsApp rather than recording that one was due.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
Yashas 2026-09-08 14:59:12 +05:30
parent 927d335280
commit 8eb80dc371
2 changed files with 9 additions and 2 deletions
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6
src/api/config.js
View File

@ -154,7 +154,11 @@ const STATE_ACTIVITIES = {
],
'zk-state-payment': [
{ uid: 'zk-act-realise', label: 'Confirm premium received', by: 'you', role: 'do' },
{ uid: 'zk-act-nudge', label: 'Chase the payment', by: 'Engage AI', role: 'again' },
// Not offered: the chase is a SCHEDULED activity now (86), booked 24h
// out by Request Premium and re-booked at 48h to a cap of three. It
// carries zero roles so the scheduler can perform it at all, which means
// a button here would 403 for everyone. To actually reach the customer,
// use Reply to the customer — that sends something.
{ uid: 'zk-act-payment', label: 'Request Premium', by: 'Engage AI', role: 'force' },
],
'zk-state-issued': [

5
src/api/permissions.js
View File

@ -49,7 +49,10 @@ export const ACTIVITY_ROLES = {
'zk-act-uw-decline': ['sme_underwriter'],
'zk-act-payment': ['ops_admin', 'ai_engage'],
'zk-act-nudge': ['ops_admin', 'ai_engage'],
// Zero roles in the workflow since 86 — the scheduler performs it, and a
// scheduled activity with any role list fails silently. Left here as an
// empty list so the mirror still records that the activity exists.
'zk-act-nudge': [],
'zk-act-realise': ['ops_admin'],
'zk-act-onboard': ['ops_admin', 'ai_engage'],
'zk-act-resume': ['ops_admin', 'partner_agent', 'bank_rm', 'csr_direct'],