flowchart TD START["POST NewBookCampaign"] --> GET["GetClientById"] GET -->|not found| NEW["Create New Client"] GET -->|found| CHK{"Inactive or TerminationCreditsLeft?"} NEW --> SN["Status Onboarding, SubStatus empty"] NEW --> FL["newClient true"] CHK -->|Yes| RA["Status ReactivationOnboarding"] CHK -->|No| EX["Keep Status, clear dates"] SN --> POP["Populate Client fields"] RA --> POP EX --> POP FL --> POP POP --> SAV["_clientService.AddOrUpdateClient"] SAV -->|newClient| SET["Create default ClientSettings"] SAV --> CP{"DontCreateCampaign?"} CP -->|No| NC["Create Campaign Onboarding"] NC --> SC["_campaignService.AddOrUpdate"] SC --> EX2{"DontCreateCampaign?"} EX2 -->|No| NE["Create CampaignExtended"] POP --> BL{"model.Billable?"} BL -->|Yes| CT{"DontCreateContract?"} CT -->|No| SCT["_contractService.AddOrUpdate"] BL -->|Yes| PK{"DontCreatePackage?"} PK -->|No| SPK["_clientMultichanelFeeService.Insert"] BL -->|Yes and GenerateInvoice| INV["_invoiceService.AddSetupFee"] SC --> PH["Sync Planhat"] PH --> RET["Return JSON with IDs"]

flowchart TD A["Campaign in Onboarding or Reactivation"] --> B{"FinanceApproved?"} B -->|No| REJECT["Error not Finance Approved"] B -->|Yes| C["Set Campaign Active, DeliveryDate Now"] C --> D{"Other active campaigns exist?"} D -->|No| E["Client ActiveMultichannel, SubStatus MTC or FixedTerm"] D -->|Yes| F{"Client in Onboarding, Reactivation, or Inactive?"} F -->|Yes| E F -->|No| G["Preserve existing Status, log warning"] E --> H["Set MonthlyInvoiceDate"] G --> H H --> I["Create monthly invoice if billable"] I --> J["Send notifications, sync Planhat"]

flowchart LR A["Active Client"] -->|Terminate| B{"ContractualStatus?"} B -->|NetNew or MigratedLegacy| C["ActiveMultichannel, Termination Notice, set TerminationDate"] B -->|ProtectedLegacy or ExceptionClients| D["ActiveMultichannel, Termination credits left, set both dates"] C --> E["AddTerminateSuspendClient log"] D --> E E --> F["Send ClientTerminationNotification"] F --> G["Planhat CreateChurn"]

flowchart TD A["Client on PlatformFeeOnly"] --> B["Select new Package"] B --> C["Update ClientMultiChanelFee"] C --> D["ActiveMultichannel, SubStatus MTC"] D --> E["Send SuspensionNotification"] E --> F["Log BackToActive"]

flowchart TD subgraph CORRECT [Blocks 1 and 2: Contract Type Corrections] B1["B1: SubStatus is FixedTerm but Contract is MTC - Correct to MTC"] B2["B2: SubStatus is MTC but Contract is Fixed - Correct to FixedTerm"] end subgraph LIFE [Blocks 3 and 4: Lifecycle Progression] B3["B3: MTC to Rolling when min DeliveryDate plus MinimumTermMonths reached"] B4["B4: Fixed Term Expiry when max DeliveryDate plus MinimumTermMonths reached"] end subgraph TERM [Blocks 5, 6, 7: Termination Processing] B5["B5: TerminationDate reached for NetNew or MigratedLegacy becomes Inactive"] B6["B6: TerminationDate reached for ProtectedLegacy or ExceptionClients becomes TerminationCreditsLeft"] B7["B7: DeliveryEndDate reached becomes Inactive"] end subgraph PFEE [Blocks 8 and 9: Platform Fee] B8["B8: PlatformFeeDate reached becomes PlatformFeeOnly with platform package"] B9["B9: PlatformFeeOnly plus TerminationNotice plus TerminationDate reached becomes Inactive"] end subgraph OTHR [Blocks 10 to 13: Other] B10["B10: Finance Approval - invoices AUTHORISED or PAID in Xero"] B11["B11: Remove BatchBilling when delivery duration passed"] B12["B12: 60 plus days since last campaign in Onboarding becomes Delayed"] B13["B13: Campaign DeactivationDate reached becomes Inactive"] end B1 --> B2 --> B3 --> B4 --> B5 --> B6 --> B7 --> B8 --> B9 --> B10 --> B11 --> B12 --> B13

stateDiagram-v2 [*] --> Onboarding : NewBookCampaign (new client) Onboarding --> Onboarding_Delayed : 60 plus days (nightly) Onboarding_Delayed --> Onboarding : manual edit Onboarding --> Active_MTC : GoLive MTC contract Onboarding --> Active_FixedTerm : GoLive Fixed contract ReactOnboarding --> ReactOnboarding_Delayed : 60 plus days (nightly) ReactOnboarding_Delayed --> ReactOnboarding : manual edit ReactOnboarding --> Active_MTC : GoLive MTC contract ReactOnboarding --> Active_FixedTerm : GoLive Fixed contract Active_MTC --> Active_Rolling : Min term passed (nightly) Active_MTC --> Suspended : Suspend (user) Active_MTC --> Inactive : Terminate Immediately (user) Active_MTC --> PFO_Empty : PlatformFeeDate reached Active_FixedTerm --> Inactive : Service end reached (nightly) Active_FixedTerm --> Suspended : Suspend (user) Active_FixedTerm --> PFO_Empty : PlatformFeeDate reached Active_Rolling --> Active_TerminationNotice : Terminate new term (user) Active_Rolling --> Suspended : Suspend (user) Active_Rolling --> Inactive : Terminate Immediately (user) Active_Rolling --> PFO_Empty : PlatformFeeDate reached Active_TerminationNotice --> Active_Rolling : Cancel Termination (user) Active_TerminationNotice --> Inactive : TerminationDate reached Active_TerminationNotice --> Suspended : Suspend (user) Active_TerminationNotice --> PFO_Empty : PlatformFeeDate reached Active_TermCreditsLeft --> Inactive : DeliveryEndDate reached Active_TermCreditsLeft --> Suspended : Suspend (user) Active_TermCreditsLeft --> PFO_Empty : PlatformFeeDate reached Active_Rolling --> Active_TermCreditsLeft : Terminate old term (user) Active_MTC --> Active_TermCreditsLeft : Terminate old term (user) Active_FixedTerm --> Active_TermCreditsLeft : Terminate old term (user) Suspended --> Active_MTC : Unsuspend (manual) Suspended --> Active_FixedTerm : Unsuspend (manual) Suspended --> Active_Rolling : Unsuspend (manual) Suspended --> Active_TerminationNotice : Unsuspend (manual) Suspended --> Active_TermCreditsLeft : Unsuspend (manual) PFO_Empty --> PFO_TermNotice : Terminate Platform Only (user) PFO_Empty --> Active_MTC : PlatformFeeSuspend (user) PFO_Empty --> Active_Rolling : ReactivateFromPlatformOnly (user) PFO_TermNotice --> Inactive : TerminationDate reached Inactive --> ReactOnboarding : NewBookCampaign (reactivate) Inactive --> Active_TermCreditsLeft : ReactivateLegacyClient (user) note right of Active_TermCreditsLeft Old term clients only (ProtectedLegacy / ExceptionClients) end note note right of Active_TerminationNotice New term clients only (NetNew / MigratedLegacy) end note