Lead Lifecycle
==============

State Machine
-------------

.. mermaid::

   stateDiagram-v2
       [*] --> new
       new --> contacted : Intro call made
       contacted --> documents_pending : Documents requested
       documents_pending --> documents_received : All docs uploaded
       documents_received --> survey_scheduled : Survey created
       survey_scheduled --> survey_completed : Survey report approved
       survey_completed --> installation_scheduled : Installation created
       installation_scheduled --> installation_completed : Installation closed
       installation_completed --> closed : Closure pack submitted

       new --> cancelled : Lead cancelled
       contacted --> cancelled : Lead cancelled
       documents_pending --> cancelled : Lead cancelled
       documents_received --> cancelled : Lead cancelled

       new --> on_hold : Put on hold
       contacted --> on_hold : Put on hold
       documents_pending --> on_hold : Put on hold
       on_hold --> new : Resumed

       closed --> [*]
       cancelled --> [*]

Lead Intake Sequence
--------------------

.. mermaid::

   sequenceDiagram
       participant OEM
       participant CentralOps as Central Ops
       participant Customer

       OEM->>CentralOps: Share Installation Lead
       CentralOps->>CentralOps: Log Lead (Source Tagged)
       CentralOps->>Customer: Introductory Call + Explain Process
       Note over CentralOps,Customer: Status: new → contacted
       Customer->>CentralOps: Share Bill + Location + Electrician
       Note over CentralOps: Status: documents_pending → documents_received