Files
compass_teams_nhs/internal/dashboard/dashboard.go
Sam Rolfe 09639c5125 Phase 7: notify and send via Apprise (Email + WhatsApp)
The morning briefs go out through the house Apprise API on `.35:8210`: one
brief per boy and one combined brief to Jo and Sam (FR-9, FR-14). The service
names an Apprise tag (`harry_email`, `joanna_whatsapp`, ...) and never holds an
address, a phone number or an SMTP password (AGENTS.md §10 rule 3).

- internal/apprise: keyed and stateless client, tag filtering, and error
  redaction so nothing sensitive reaches a log, a row or a screen.
- internal/brief: builds the per-boy and the combined brief, delivers on email
  and WhatsApp, records every attempt in `notifications` (migration 004 adds
  scope, channel, tag, ok and error) and fails loudly.
- Send panel (§5 screen 4): recipients, channels, an exact preview, Send now,
  plus the Send action on a stored draft (FR-10). The dashboard shows a
  Morning briefs banner and the Sends list.
- POST /notify/morning: the bearer-token endpoint the 6:00am n8n schedule
  calls. 207 when a channel or a scan failed; `dry_run=1` checks the wiring
  without messaging the family.
- scripts/morning-brief.sh: scan both children, then send. It is the n8n job;
  deploy/n8n-morning-brief.json is the ready-to-import workflow (06:00 daily).
- FR-12: a failed scan is never "nothing due" -- the brief says so, and the run
  exits non-zero. A failed delivery is recorded with no sent_at.
- The long no-due-date tail is capped in the sent brief so it stays brief
  (§10 rule 6); overdue work is never capped.

Verified live: 8 deliveries recorded (4 email, 4 WhatsApp) with HTTP 200 and
sent_at, and the endpoint answers 401/200/207 as documented. Evidence in
docs/phase-7-notify-notes.md.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-15 19:28:05 +11:00

366 lines
11 KiB
Go

// Package dashboard turns stored items into the per-child view required by
// AGENTS.md §4 (FR-6, FR-7) and §5: overdue first, then due today, due this
// week, then messages. It holds no state; the same code feeds the web
// dashboard and the stored draft brief (FR-9/FR-10).
package dashboard
import (
"fmt"
"sort"
"strings"
"time"
"gitea.lab.audasmedia.com.au/sam/compass_teams_nhs/internal/store"
)
// Buckets is one child's items, split into the sections the dashboard shows.
// Later and NoDue are counted but not given a heading of their own unless they
// carry work, so the page stays brief (AGENTS.md §10 rule 6).
type Buckets struct {
Overdue []store.Item
DueToday []store.Item
DueWeek []store.Item
NoDue []store.Item
Messages []store.Item
// Later is work due after this week; Done is submitted work. Both are kept
// so the summary can count them and nothing is silently dropped.
Later []store.Item
Done []store.Item
}
// Actionable is the number of task items that still need doing.
func (b Buckets) Actionable() int {
return len(b.Overdue) + len(b.DueToday) + len(b.DueWeek) + len(b.NoDue)
}
// Empty reports whether the child has nothing to show at all.
func (b Buckets) Empty() bool {
return b.Actionable() == 0 && len(b.Messages) == 0
}
// Headline is the one-line summary used at the top of a child tab and in the
// brief.
func (b Buckets) Headline() string {
return fmt.Sprintf("%d overdue · %d due today · %d this week · %d message(s)",
len(b.Overdue), len(b.DueToday), len(b.DueWeek), len(b.Messages))
}
// Classify splits items into buckets for one child.
//
// A task counts as overdue when Compass says so ("Status: Overdue" or
// "Submitted: Overdue"), or when it is not submitted and its due date is
// before today. Submitted work (On Time / Received Late) is not "due", so it
// is kept out of the due lists (the parser stores every historical task; the
// dashboard shows what still needs doing).
func Classify(items []store.Item, now time.Time, loc *time.Location) Buckets {
if loc == nil {
loc = time.UTC
}
startToday := startOfDay(now, loc)
endToday := startToday.AddDate(0, 0, 1)
endWeek := startToday.AddDate(0, 0, 7)
var b Buckets
for _, it := range items {
switch it.Type {
case "message":
b.Messages = append(b.Messages, it)
continue
case "task":
// handled below
case "event":
// A lesson or event is never "overdue": a past lesson is history, not
// work to do. Only today and the coming week are shown.
if it.DueAt == nil {
continue
}
due := it.DueAt.In(loc)
switch {
case !due.Before(startToday) && due.Before(endToday):
b.DueToday = append(b.DueToday, it)
case !due.Before(endToday) && due.Before(endWeek):
b.DueWeek = append(b.DueWeek, it)
case !due.Before(endWeek):
b.Later = append(b.Later, it)
}
continue
default:
continue
}
status := Status(it.Body)
if isSubmitted(status) {
b.Done = append(b.Done, it)
continue
}
if it.DueAt == nil {
b.NoDue = append(b.NoDue, it)
continue
}
due := it.DueAt.In(loc)
switch {
case status == "overdue":
b.Overdue = append(b.Overdue, it)
case due.Before(startToday):
b.Overdue = append(b.Overdue, it)
case due.Before(endToday):
b.DueToday = append(b.DueToday, it)
case due.Before(endWeek):
b.DueWeek = append(b.DueWeek, it)
default:
b.Later = append(b.Later, it)
}
}
for _, s := range [][]store.Item{b.Overdue, b.DueToday, b.DueWeek, b.NoDue, b.Later, b.Done} {
sort.SliceStable(s, func(i, j int) bool { return less(s[i], s[j]) })
}
sort.SliceStable(b.Messages, func(i, j int) bool {
ti, tj := timeOf(b.Messages[i]), timeOf(b.Messages[j])
return ti.After(tj)
})
return b
}
// less orders actionable items by due date, then title. A nil due date sorts last.
func less(a, b store.Item) bool {
switch {
case a.DueAt == nil && b.DueAt == nil:
return a.Title < b.Title
case a.DueAt == nil:
return false
case b.DueAt == nil:
return true
case a.DueAt.Equal(*b.DueAt):
return a.Title < b.Title
default:
return a.DueAt.Before(*b.DueAt)
}
}
func timeOf(it store.Item) time.Time {
if it.DueAt == nil {
return time.Time{}
}
return *it.DueAt
}
// Status reads the status line the parser writes into a task body: the JSON
// parser writes "Status: Overdue", the HTML grid writes "Submitted: Overdue".
// It returns a lower-case label, or "" when the body carries no status.
func Status(body string) string {
for _, line := range strings.Split(body, "\n") {
line = strings.TrimSpace(line)
for _, prefix := range []string{"Status:", "Submitted:"} {
if strings.HasPrefix(line, prefix) {
v := strings.TrimSpace(strings.TrimPrefix(line, prefix))
v = strings.TrimRight(v, ".")
return strings.ToLower(v)
}
}
}
return ""
}
// submittedStatuses are the labels that mean the work no longer needs doing.
var submittedStatuses = map[string]bool{
"on time": true,
"received late": true,
"submitted": true,
"completed": true,
}
func isSubmitted(status string) bool { return submittedStatuses[status] }
func startOfDay(t time.Time, loc *time.Location) time.Time {
t = t.In(loc)
return time.Date(t.Year(), t.Month(), t.Day(), 0, 0, 0, 0, loc)
}
// Limits caps a section so a brief stays brief (AGENTS.md §10 rule 6). Overdue
// work is never capped; pending work without a due date is the long tail, so it
// is the one that is summarised.
type Limits struct {
// NoDue is the most no-due-date items a brief lists (0 means no cap).
NoDue int
}
// MorningLimits is the cap the per-boy and combined morning briefs use. The
// dashboard and the preview always show the full lists.
var MorningLimits = Limits{NoDue: 5}
// Render writes one child's brief as plain text: overdue first, then due today,
// due this week, no due date and messages (FR-9, FR-14, AGENTS.md §4 rule 6).
func Render(child string, b Buckets, loc *time.Location) string {
return RenderWithLimits(child, b, loc, Limits{})
}
// RenderWithLimits is Render with a cap on the long-tail sections.
func RenderWithLimits(child string, b Buckets, loc *time.Location, lim Limits) string {
if loc == nil {
loc = time.UTC
}
var sb strings.Builder
fmt.Fprintf(&sb, "%s — %s.\n", child, b.Headline())
writeSection(&sb, "OVERDUE", b.Overdue, loc, 0)
writeSection(&sb, "DUE TODAY", b.DueToday, loc, 0)
writeSection(&sb, "DUE THIS WEEK", b.DueWeek, loc, 0)
writeSection(&sb, "NO DUE DATE", b.NoDue, loc, lim.NoDue)
writeMessages(&sb, b.Messages, loc)
return strings.TrimRight(sb.String(), "\n") + "\n"
}
func writeSection(sb *strings.Builder, title string, items []store.Item, loc *time.Location, limit int) {
if len(items) == 0 {
return
}
fmt.Fprintf(sb, "\n%s\n", title)
for i, it := range items {
if limit > 0 && i >= limit {
fmt.Fprintf(sb, "- … and %d more with no due date (see the dashboard)\n", len(items)-limit)
break
}
fmt.Fprintf(sb, "- %s\n", line(it, loc))
}
}
func writeMessages(sb *strings.Builder, items []store.Item, loc *time.Location) {
if len(items) == 0 {
return
}
sb.WriteString("\nMESSAGES\n")
for _, it := range items {
when := ""
if it.DueAt != nil {
when = " (" + it.DueAt.In(loc).Format("Mon 02 Jan 15:04") + ")"
}
fmt.Fprintf(sb, "- %s%s\n", it.Title, when)
}
}
// Combined is one child's share of the combined brief.
type Combined struct {
Child string
Buckets Buckets
}
// RenderCombined writes the single brief for Jo and Sam (FR-14): both boys in
// one message, overdue first, lists only (AGENTS.md §10 rule 6). Every line is
// prefixed with the child's name so a parent never has to guess whose work it
// is. It never claims "nothing due" by itself: the caller adds the scan warning
// when a scan failed (FR-12).
func RenderCombined(parts []Combined, loc *time.Location) string {
return RenderCombinedWithLimits(parts, loc, Limits{})
}
// RenderCombinedWithLimits is RenderCombined with a cap on the long tail.
func RenderCombinedWithLimits(parts []Combined, loc *time.Location, lim Limits) string {
if loc == nil {
loc = time.UTC
}
names := make([]string, 0, len(parts))
for _, p := range parts {
names = append(names, p.Child)
}
var sb strings.Builder
fmt.Fprintf(&sb, "%s — %s.\n", joinNames(names), combinedHeadline(parts))
writeCombined(&sb, "OVERDUE", parts, loc, 0, func(b Buckets) []store.Item { return b.Overdue })
writeCombined(&sb, "DUE TODAY", parts, loc, 0, func(b Buckets) []store.Item { return b.DueToday })
writeCombined(&sb, "DUE THIS WEEK", parts, loc, 0, func(b Buckets) []store.Item { return b.DueWeek })
writeCombined(&sb, "NO DUE DATE", parts, loc, lim.NoDue, func(b Buckets) []store.Item { return b.NoDue })
writeCombinedMessages(&sb, parts, loc)
return strings.TrimRight(sb.String(), "\n") + "\n"
}
// joinNames renders "Harry and Finn" for any number of children.
func joinNames(names []string) string {
switch len(names) {
case 0:
return "School brief"
case 1:
return names[0]
case 2:
return names[0] + " and " + names[1]
default:
return strings.Join(names[:len(names)-1], ", ") + " and " + names[len(names)-1]
}
}
// combinedHeadline counts both boys in one line, so the whole family sees the
// size of the day before the lists.
func combinedHeadline(parts []Combined) string {
var overdue, today, week, messages int
for _, p := range parts {
overdue += len(p.Buckets.Overdue)
today += len(p.Buckets.DueToday)
week += len(p.Buckets.DueWeek)
messages += len(p.Buckets.Messages)
}
return fmt.Sprintf("%d overdue · %d due today · %d this week · %d message(s)",
overdue, today, week, messages)
}
func writeCombined(sb *strings.Builder, title string, parts []Combined, loc *time.Location, limit int, pick func(Buckets) []store.Item) {
var lines []string
for _, p := range parts {
for _, it := range pick(p.Buckets) {
lines = append(lines, fmt.Sprintf("- %s: %s\n", p.Child, line(it, loc)))
}
}
if len(lines) == 0 {
return
}
fmt.Fprintf(sb, "\n%s\n", title)
for i, l := range lines {
if limit > 0 && i >= limit {
fmt.Fprintf(sb, "- … and %d more with no due date (see the dashboard)\n", len(lines)-limit)
break
}
sb.WriteString(l)
}
}
func writeCombinedMessages(sb *strings.Builder, parts []Combined, loc *time.Location) {
var lines []string
for _, p := range parts {
for _, it := range p.Buckets.Messages {
when := ""
if it.DueAt != nil {
when = " (" + it.DueAt.In(loc).Format("Mon 02 Jan 15:04") + ")"
}
lines = append(lines, fmt.Sprintf("- %s: %s%s\n", p.Child, it.Title, when))
}
}
if len(lines) == 0 {
return
}
sb.WriteString("\nMESSAGES\n")
for _, l := range lines {
sb.WriteString(l)
}
}
// line renders one actionable item for the brief.
func line(it store.Item, loc *time.Location) string {
subject := strings.TrimSpace(it.Subject)
title := strings.TrimSpace(it.Title)
switch {
case subject != "" && subject != title:
title = subject + ": " + title
}
due := ""
if it.DueAt != nil {
due = " (due " + it.DueAt.In(loc).Format("Mon 02 Jan 15:04") + ")"
}
status := Status(it.Body)
mark := ""
if status != "" && status != "pending" {
mark = " [" + status + "]"
}
return title + due + mark
}