Lifecycle phases
Task templates are categorized into 8 lifecycle phases (gh#829) — visible in the Operations → Task Templates list as a filter chip.
The 8 phases
| Phase | When it fires |
|---|---|
| new | At reservation creation — confirm booking, generate guest book, log channel |
| preparation | Before guest arrival — generate access code, prep cleaning, send pre-arrival info |
| checkin | At + around check-in — Send Check-in instructions, generate PINs, fire welcome |
| guest care | During the stay — pre-checkout reminder, mid-stay survey, respond to special requests |
| checkout | At + around checkout — checkout instructions, payment finalization, request review |
| after stay | Post-checkout — thank-you message, review reminder, follow-up offer |
| troubleshooting | Any-time exception handling — broken appliance, dispute, refund |
| other | Default catch-all when not yet categorized |
Why this exists
Templates accumulated over months without consistent organization. Operator browsing 60+ templates saw them in creation order with no grouping.
After gh#829, every template carries a lifecyclePhase field; the editor list groups + filters by phase.
Migration
All existing templates were reset to other post-gh#829 — operator manually re-categorizes during their next template review. There's no automatic backfill because the LLM auto-classification was deemed too risky for a settings change.
Editing the phase
In the Task Templates editor, the Lifecycle phase field appears in the Basics section. Pick one of the 8 values; save.
In the manual-trigger surface
The Manual Trigger page groups templates by phase — operator browses "what could I fire during checkout?" by tapping the checkout group.
In the rules engine
Phase is purely a UX organization field — it does NOT affect when the rule fires. Triggers (event + offset + conditions) drive firing; the phase is just a label for the operator's mental model.
Implements: gh#829 (8-phase task-template lifecycle + reset to 'other'). Related: Task Templates editor, Manual Trigger.