Documentation

Every status, and what it means

Documentation

An inspection carries three independent statuses, and a job can hold any combination of them. Visits and agreements have their own, which is why this page is a table rather than a flow chart.

Appointment

Is it on the calendar, and did it happen.

Value	Means	Moved by
`requested`	Created, not yet settled. Both doors start here — a client booking and a job you create yourself	Creating it
`scheduled`	On the calendar	You
`confirmed`	Confirmed with the client	You
`completed`	The visit happened	You, or completing it from the inspection
`cancelled`	Called off	Cancelling, which can carry a fee

Nothing here gates a report. A report can be written and published against a job that was never moved past requested.

Report

How far the write-up has got.

Value	Means	Moved by
`in_progress`	Being written	Creating it
`submitted`	Finished, not released	Submitting
`published`	Released, and a version snapshot written	Publishing — needs the `publish` permission and a clean readiness check

Payment

How much of the money arrived.

Value	Means	Moved by
`unpaid`	Nothing received	Default
`partial`	Some received — a deposit, usually	A deposit at booking, or a part payment
`paid`	Settled	Payment through the site, or marking the invoice paid yourself

This one can gate. Where an inspection requires payment, the report is held until this reaches paid.

Visits

A job can contain several visits, each with its own lifecycle. A visit finishing is not the job finishing.

Value	Means
`scheduled`	Booked
`completed`	Attended
`results_received`	Lab or third-party results are back
`cancelled`	Called off

Agreements

An agreement envelope and each of its signers carry the same set of values, read at two levels.

Value	On the envelope	On a signer
`pending`	Not sent yet	Not sent yet
`sent`	Out	Sent to that person
`viewed`	Opened by someone	Opened by that person
`signed`	Complete, per its policy	That person signed
`declined`	Refused	That person refused
`expired`	Timed out	That person's link timed out

The envelope's status is a reduction of its signers', and the rule is the completion policy: all signers, or any one. That is why an envelope can sit at sent while one signer already shows signed — and it is the usual explanation for "I signed but it still says outstanding".

This one can gate, where the inspection requires an agreement.

Report links

Not a status on the job, but the one people mean when they say "the client cannot open it". It is per person, on the inspection's People card.

Value	Means
`not_sent`	They have never been given a link
`active`	A link is live, with an expiry
`expired`	It timed out — sending again issues a new one
`revoked`	Access was withdrawn deliberately

Which statuses actually gate something

Only two, and only when the inspection is set to require them:

Agreement — signed, where required.
Payment — paid, where required.

Everything else is a record of where the job stands, not a lock. An owner or manager can unlock a single inspection when a gate no longer serves anybody.