tractatus/src/models/PublicationRelationship.model.js

/**
 * Publication Relationship Model
 * CRM for tracking editorial relationships with publications
 */

const mongoose = require('mongoose');

const PublicationRelationshipSchema = new mongoose.Schema({
  // Publication identification
  publicationId: {
    type: String,
    required: true,
    unique: true,
    index: true
  },
  publicationName: {
    type: String,
    required: true
  },

  // Relationship stage
  relationshipStage: {
    type: String,
    enum: [
      'cold',           // No prior relationship
      'introduced',     // First submission made
      'engaged',        // Multiple submissions, some responses
      'established',    // Regular submissions, predictable responses
      'partnership'     // Strong relationship, high acceptance rate
    ],
    default: 'cold'
  },

  // Editorial contacts
  editors: [{
    name: { type: String, required: true },
    email: { type: String },
    role: { type: String },
    notes: { type: String },
    lastContact: { type: Date },
    responsive: { type: Boolean, default: true }
  }],

  // Submission statistics (calculated from SubmissionTracking)
  totalSubmissions: { type: Number, default: 0 },
  acceptedSubmissions: { type: Number, default: 0 },
  rejectedSubmissions: { type: Number, default: 0 },
  acceptanceRate: { type: Number, default: 0 }, // Percentage

  // Response patterns
  averageResponseTimeHours: { type: Number },
  fastestResponseHours: { type: Number },
  slowestResponseHours: { type: Number },
  lastResponseAt: { type: Date },

  // Publication preferences (learned over time)
  preferredTopics: [{ type: String }],
  avoidedTopics: [{ type: String }],
  stylePreferences: { type: String },
  wordCountPreference: {
    min: { type: Number },
    max: { type: Number }
  },

  // Editorial feedback patterns
  commonFeedback: [{ type: String }],
  editorialStyle: {
    type: String,
    enum: ['hands-off', 'light-touch', 'collaborative', 'heavy-editing'],
    default: 'light-touch'
  },

  // Relationship quality indicators
  qualityScore: {
    type: Number,
    min: 0,
    max: 100,
    default: 50
  },
  lastSuccessfulPublication: { type: Date },
  daysSinceLastSuccess: { type: Number },

  // Interaction history
  interactions: [{
    type: {
      type: String,
      enum: ['submission', 'response', 'publication', 'rejection', 'meeting', 'email', 'call', 'note']
    },
    date: { type: Date, default: Date.now },
    description: { type: String },
    outcome: {
      type: String,
      enum: ['positive', 'neutral', 'negative']
    },
    recordedBy: {
      type: mongoose.Schema.Types.ObjectId,
      ref: 'User'
    }
  }],

  // Strategic notes
  strategy: { type: String },
  nextSteps: [{ type: String }],
  priorities: {
    type: String,
    enum: ['high', 'medium', 'low'],
    default: 'medium'
  },

  // Metadata
  createdBy: {
    type: mongoose.Schema.Types.ObjectId,
    ref: 'User'
  },
  lastUpdatedBy: {
    type: mongoose.Schema.Types.ObjectId,
    ref: 'User'
  }
}, {
  timestamps: true
});

// Indexes for performance
PublicationRelationshipSchema.index({ relationshipStage: 1, qualityScore: -1 });
PublicationRelationshipSchema.index({ acceptanceRate: -1 });
PublicationRelationshipSchema.index({ priorities: 1, qualityScore: -1 });

// Virtual for relationship health
PublicationRelationshipSchema.virtual('relationshipHealth').get(function() {
  let health = 'unknown';

  if (this.totalSubmissions === 0) {
    health = 'new';
  } else if (this.acceptanceRate >= 50) {
    health = 'excellent';
  } else if (this.acceptanceRate >= 30) {
    health = 'good';
  } else if (this.acceptanceRate >= 15) {
    health = 'fair';
  } else {
    health = 'poor';
  }

  return health;
});

// Static methods

/**
 * Get relationships by stage
 */
PublicationRelationshipSchema.statics.getByStage = async function(stage) {
  return await this.find({ relationshipStage: stage })
    .sort({ qualityScore: -1, acceptanceRate: -1 });
};

/**
 * Get top performing relationships
 */
PublicationRelationshipSchema.statics.getTopPerformers = async function(limit = 10) {
  return await this.find({
    totalSubmissions: { $gte: 3 }
  })
    .sort({ acceptanceRate: -1, qualityScore: -1 })
    .limit(limit);
};

/**
 * Get relationships needing attention
 */
PublicationRelationshipSchema.statics.getNeedingAttention = async function() {
  const thirtyDaysAgo = new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);

  return await this.find({
    $or: [
      { qualityScore: { $lt: 30 } },
      { acceptanceRate: { $lt: 10 }, totalSubmissions: { $gte: 5 } },
      { lastSuccessfulPublication: { $lt: thirtyDaysAgo } }
    ]
  })
    .sort({ priorities: -1, qualityScore: 1 });
};

/**
 * Get CRM summary statistics
 */
PublicationRelationshipSchema.statics.getSummary = async function() {
  const total = await this.countDocuments();

  const byStage = await this.aggregate([
    {
      $group: {
        _id: '$relationshipStage',
        count: { $sum: 1 }
      }
    }
  ]);

  const averageAcceptanceRate = await this.aggregate([
    {
      $match: {
        totalSubmissions: { $gte: 3 }
      }
    },
    {
      $group: {
        _id: null,
        avgAcceptanceRate: { $avg: '$acceptanceRate' },
        avgQualityScore: { $avg: '$qualityScore' }
      }
    }
  ]);

  return {
    total,
    byStage: byStage.reduce((acc, item) => {
      acc[item._id] = item.count;
      return acc;
    }, {}),
    averageAcceptanceRate: averageAcceptanceRate.length > 0
      ? Math.round(averageAcceptanceRate[0].avgAcceptanceRate * 10) / 10
      : 0,
    averageQualityScore: averageAcceptanceRate.length > 0
      ? Math.round(averageAcceptanceRate[0].avgQualityScore)
      : 0
  };
};

// Instance methods

/**
 * Update statistics from submission data
 */
PublicationRelationshipSchema.methods.updateStatistics = async function(submissionData) {
  this.totalSubmissions = submissionData.total;
  this.acceptedSubmissions = submissionData.accepted;
  this.rejectedSubmissions = submissionData.rejected;

  // Calculate acceptance rate
  if (this.totalSubmissions > 0) {
    this.acceptanceRate = (this.acceptedSubmissions / this.totalSubmissions) * 100;
  }

  // Update response times
  if (submissionData.avgResponseTime) {
    this.averageResponseTimeHours = submissionData.avgResponseTime;
  }
  if (submissionData.fastestResponse) {
    this.fastestResponseHours = submissionData.fastestResponse;
  }
  if (submissionData.slowestResponse) {
    this.slowestResponseHours = submissionData.slowestResponse;
  }

  // Update days since last success
  if (this.lastSuccessfulPublication) {
    const daysSince = Math.floor((new Date() - this.lastSuccessfulPublication) / (1000 * 60 * 60 * 24));
    this.daysSinceLastSuccess = daysSince;
  }

  // Calculate quality score
  await this.calculateQualityScore();

  // Update relationship stage based on statistics
  await this.updateRelationshipStage();

  return await this.save();
};

/**
 * Calculate quality score (0-100)
 */
PublicationRelationshipSchema.methods.calculateQualityScore = async function() {
  let score = 50; // Base score

  // Acceptance rate component (40 points max)
  score += (this.acceptanceRate * 0.4);

  // Submission volume component (10 points max)
  score += Math.min(this.totalSubmissions * 2, 10);

  // Response time component (15 points max)
  if (this.averageResponseTimeHours) {
    const expectedHours = 168; // 7 days
    if (this.averageResponseTimeHours <= expectedHours) {
      score += 15;
    } else if (this.averageResponseTimeHours <= expectedHours * 2) {
      score += 10;
    } else {
      score += 5;
    }
  }

  // Recency component (15 points max)
  if (this.lastSuccessfulPublication) {
    if (this.daysSinceLastSuccess <= 30) {
      score += 15;
    } else if (this.daysSinceLastSuccess <= 90) {
      score += 10;
    } else if (this.daysSinceLastSuccess <= 180) {
      score += 5;
    }
  }

  // Editor relationship component (10 points max)
  const responsiveEditors = this.editors.filter(e => e.responsive).length;
  score += Math.min(responsiveEditors * 5, 10);

  // Cap at 100
  this.qualityScore = Math.min(Math.round(score), 100);
};

/**
 * Update relationship stage based on statistics
 */
PublicationRelationshipSchema.methods.updateRelationshipStage = async function() {
  if (this.totalSubmissions === 0) {
    this.relationshipStage = 'cold';
  } else if (this.acceptanceRate >= 40 && this.totalSubmissions >= 5) {
    this.relationshipStage = 'partnership';
  } else if (this.acceptanceRate >= 25 && this.totalSubmissions >= 3) {
    this.relationshipStage = 'established';
  } else if (this.totalSubmissions >= 3) {
    this.relationshipStage = 'engaged';
  } else if (this.totalSubmissions >= 1) {
    this.relationshipStage = 'introduced';
  }
};

/**
 * Add interaction
 */
PublicationRelationshipSchema.methods.addInteraction = async function(type, description, outcome, userId) {
  this.interactions.push({
    type,
    description,
    outcome,
    date: new Date(),
    recordedBy: userId
  });

  // Update last contact for relevant interaction types
  if (['response', 'email', 'call', 'meeting'].includes(type)) {
    this.lastResponseAt = new Date();
  }

  return await this.save();
};

/**
 * Add or update editor contact
 */
PublicationRelationshipSchema.methods.addEditor = async function(editorData) {
  const existingEditor = this.editors.find(e => e.email === editorData.email);

  if (existingEditor) {
    // Update existing editor
    Object.assign(existingEditor, editorData);
  } else {
    // Add new editor
    this.editors.push(editorData);
  }

  return await this.save();
};

const PublicationRelationship = mongoose.model('PublicationRelationship', PublicationRelationshipSchema);

module.exports = PublicationRelationship;