feat(onboarding): seed SMS/RTGS/MobileApp onboarding templates

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

apps/hq/src/seed.ts

@@ -100,6 +100,53 @@ export async function seedIfEmpty(db: DB): Promise<void> {
   const seededMilestone = (await db.run(INSERT_SETTING_SQL, 'project.milestone_template', MILESTONE_TEMPLATE)).changes
   if (seededMilestone > 0) await writeAudit(db, 'system', 'seed', 'setting', 'project.milestone_template', undefined, { set: true })
 
+  // Per-module onboarding templates (config over code). SMS/RTGS/Mobile App differ; each ends
+  // with advance + balance payment so a payment tick maps cleanly on migration.
+  const PER_MODULE_TEMPLATES: Record<string, { key: string; label: string }[]> = {
+    SMS: [
+      { key: 'document_collection', label: 'Document collection' },
+      { key: 'dlt_registration', label: 'DLT registration' },
+      { key: 'account_creation', label: 'Account creation & registration' },
+      { key: 'installation', label: 'Installation' },
+      { key: 'testing', label: 'Testing' },
+      { key: 'training', label: 'Training' },
+      { key: 'go_live', label: 'Go-live' },
+      { key: 'advance_payment', label: 'Advance payment' },
+      { key: 'balance_payment', label: 'Balance payment' },
+    ],
+    RTGS: [
+      { key: 'document_collection', label: 'Document collection' },
+      { key: 'server_checkup', label: 'Server checkup' },
+      { key: 'setup_configuration', label: 'Setup & configuration' },
+      { key: 'installation', label: 'Installation' },
+      { key: 'testing', label: 'Testing' },
+      { key: 'training', label: 'Training' },
+      { key: 'go_live', label: 'Go-live' },
+      { key: 'advance_payment', label: 'Advance payment' },
+      { key: 'balance_payment', label: 'Balance payment' },
+    ],
+    MOBILEAPP: [
+      { key: 'requirement_setup', label: 'Requirement & setup' },
+      { key: 'configuration', label: 'Configuration' },
+      { key: 'data_import', label: 'Data import' },
+      { key: 'installation', label: 'Installation' },
+      { key: 'testing', label: 'Testing' },
+      { key: 'training', label: 'Training' },
+      { key: 'go_live', label: 'Go-live' },
+      { key: 'advance_payment', label: 'Advance payment' },
+      { key: 'balance_payment', label: 'Balance payment' },
+    ],
+  }
+  let seededPerModule = 0
+  for (const [code, list] of Object.entries(PER_MODULE_TEMPLATES)) {
+    seededPerModule += (await db.run(
+      INSERT_SETTING_SQL, `project.milestone_template:${code}`, JSON.stringify(list))).changes
+  }
+  if (seededPerModule > 0) {
+    await writeAudit(db, 'system', 'seed', 'setting', 'project.milestone_template:*', undefined,
+      { modules: Object.keys(PER_MODULE_TEMPLATES) })
+  }
+
   // Dated reminder schedules (rule 3 / D-REMIND): one open-ended row per rule kind,
   // matching the code-constant fallback. A cadence change is a NEW dated row, not an edit.
   const scheduleKinds: ScheduleRuleKind[] = ['quote_followup', 'invoice_overdue']

apps/hq/test/seed-templates.test.ts

@@ -0,0 +1,25 @@
+import { describe, it, expect, beforeEach } from 'vitest'
+import { openDb, type DB } from '../src/db'
+import { seedIfEmpty } from '../src/seed'
+import { milestoneTemplate } from '../src/repos-milestones'
+
+describe('seed per-module onboarding templates', () => {
+  let db: DB
+  beforeEach(async () => { db = openDb(':memory:'); await seedIfEmpty(db) })
+
+  it('seeds the SMS 9-step list', async () => {
+    const keys = (await milestoneTemplate(db, 'SMS')).map((e) => e.key)
+    expect(keys).toEqual([
+      'document_collection', 'dlt_registration', 'account_creation', 'installation',
+      'testing', 'training', 'go_live', 'advance_payment', 'balance_payment',
+    ])
+  })
+
+  it('seeds the RTGS list ending in payment steps', async () => {
+    const keys = (await milestoneTemplate(db, 'RTGS')).map((e) => e.key)
+    expect(keys).toEqual([
+      'document_collection', 'server_checkup', 'setup_configuration', 'installation',
+      'testing', 'training', 'go_live', 'advance_payment', 'balance_payment',
+    ])
+  })
+})