Insights — Data Model

Insights are derived read projections, with no dedicated table or migration. The 20-rule catalog and its populations are defined in behavior.

Source ownership

Source	Used for	Important fields / boundaries
`subscriptions`	Stored debt, billing risk, expiry/credits, retention cases, member lifecycle	`membership_id`, status/deletion, debt amount, current period, credits, cancellation reason/date, request/notice timestamps, `retention_case_kind`, outcome/acknowledgement/contact
`organizations`	Retention SLA and org-local date boundaries	`retention_sla_hours`, timezone
`memberships`	Member/roster populations and booking/task ownership	Organization, user, role, status, source, created/deleted timestamps; scope varies by rule
`users`	Member samples and birthdays	Names, email, birth date; birthdays join memberships, not subscriptions
`payment_transactions`	Failed-charge rows and never-paid history	Organization/membership, type, status, amount, created timestamp
`tasks`	Refund obligations, failed join checkout, overdue work	Organization, `linked_user_id`, type, source, status, due date, deletion
`class_sessions`, `class_types`, `programs`, `class_session_workouts`	Sessions missing workout and program-specific sample destinations	Program organization, session status/deletion/start, attached workout existence
`bookings`	Waitlist	Membership/session IDs, waitlisted status, deletion; membership organization/deletion
`form_instances`, `forms`	Missed/reviewable check-ins and missing compliance	Organization/assignee, kind/status, scheduled/answered lifecycle, archive marker, sample form name/type
`organization_leads`, `leads`, `conversations`	Lead attention	Org link/archive, status, next action/contact, unread inbound direction/count; shared attention clock and predicates

Stored debt remains subscriptions.debtAmountInCents, and failed charges remain failed transaction rows. The feed introduces no receipts, MRR, refund, or accounting semantics. Reports/revenue readers retain their canonical payments/services/receipts.sql ownership separately.

Response payload


interface Insight {
  id: InsightId;
  category: 'finance' | 'members' | 'operations' | 'engagement' | 'leads';
  severity: 'info' | 'warning' | 'urgent';
  count: number;
  drilldownHref: string | null;
  meta?: Record<string, unknown>;
}

drilldownHref: null is an intentional nonlink. No consumer should append an unsupported query parameter or treat a null value as a generic list URL.

Count units and bounded context

Rules	Headline unit / meta
`members.notices_open`	Cases, not people; `{ open, unacknowledged, finalWeekUncontacted, sample }`. The sample is at most three distinct members with `{ membershipId, name, email, effectiveAt }`, while all cases contribute to count/severity.
`finance.outstanding_debt`	Distinct contributing memberships; `{ totalDebtInCents, members }`.
`finance.failed_charges`	Transaction rows; `{ totalInCents, days: 7 }`.
`finance.refunds_pending`	Open task rows; no sample required.
`finance.join_checkout_failed`	Distinct active member memberships with uncapped count; `{ taskIds }` capped at 20 and distinct-member `{ membershipId, name, email }` sample capped at three.
`members.at_risk_billing`	Distinct members; `{ membershipId, name, email }` sample capped at three.
`members.expiring_memberships` / `members.low_credits`	Distinct active member memberships. Samples retain earliest expiry / lowest eligible balance and carry `endsAt` / `remainingCredits`; meta also carries `days: 7` / `threshold: 2`.
`members.join_never_paid` / `members.presale_withdrawn` / `members.recent_churn`	Membership rows satisfying the existing lifecycle predicates; grace/window meta is `{ hours: 24 }` / none / `{ days: 30 }`.
`operations.tasks_overdue`	Open tasks; oldest three `{ id, title, dueDate }` samples are informational, not task URLs.
`operations.sessions_missing_workout`	Session rows; three samples carry session ID/name/start/program and a real program/date/session `href`.
`operations.waitlisted_bookings`	Distinct eligible booking memberships. `meta.sessions` is distinct sessions; the sample contains at most three distinct eligible sessions with `id`, `name`, and context href when available.
`engagement.checkin_missed`	Distinct active roster people; three `{ userId, name, membershipId }` samples.
`engagement.checkins_to_review`	Answered, unarchived check-in occurrences; existing inline queue.
`engagement.forms_missing`	Distinct active roster people; when actionable, `{ actionable: true, sample }` carries user/membership IDs, name/email, form name/type and sent date. The earliest pending form per person is picked before the three-person cap.
`engagement.birthdays`	Active member memberships; three samples ordered by birthday offset carry user/membership IDs, name and birth date; `{ days: 7 }`. No subscription is required.
`members.invitations_lapsed`	Non-cancelled member memberships whose account status is `lapsed`; three `{ membershipId, name }` samples (name falls back to email).
`leads.attention_needed`	Eligible org-linked leads; three ranked `{ leadId, name, attention }` samples.

Samples are bounded context, not exhaustive lists or count denominators. Per-member deduplication applies only where specified, not across all rules. Current-roster scope is likewise rule-specific: there is no active/role filter on stored debt, billing-risk, or waitlist membership scope.

Dates

Missed-check-in cutoff is org-local midnight fourteen calendar dates before org-local today, converted to UTC. Overdue tasks use org-local today. Session sample dates are org-local session dates; birthdays use today plus six month-day values, with year wrap. Other rolling windows remain as described in behavior.

Locale and query properties

Display copy belongs to shared en/he/ru dictionaries under insights.items. No locale-specific server response is stored. The service recomputes its projection per request; there is no documented benchmark or assumed universal index coverage for this mixed set of aggregate, sample, and existence queries.