feat: add direction field and outbound stage set to Chorus items

backend/app/crud.py

@@ -15,6 +15,7 @@ def create_item(
     captured_at: datetime,
     discord_message_id: str | None,
     sender_id: str | None = None,
+    direction: str = "inbound",
 ) -> tuple[Item, bool]:
     if discord_message_id is not None:
         existing = session.scalar(
@@ -29,6 +30,7 @@ def create_item(
         captured_at=captured_at,
         discord_message_id=discord_message_id,
         sender_id=sender_id,
+        direction=direction,
         stage="new",
     )
     session.add(item)
@@ -66,8 +68,11 @@ def update_item(session: Session, item_id: int, **fields) -> Item | None:
 
     new_type = fields.get("type", item.type)
     new_stage = fields.get("stage", item.stage)
-    if "stage" in fields and not is_valid_stage(new_type, new_stage):
-        raise ValueError(f"'{new_stage}' is not a valid stage for type '{new_type}'")
+    new_direction = fields.get("direction", item.direction)
+    if "stage" in fields and not is_valid_stage(new_type, new_stage, new_direction):
+        raise ValueError(
+            f"'{new_stage}' is not a valid stage for type '{new_type}' direction '{new_direction}'"
+        )
 
     for key, value in fields.items():
         setattr(item, key, value)

backend/app/models.py

@@ -14,6 +14,7 @@ class Item(Base):
     sender_id: Mapped[str | None] = mapped_column(String, nullable=True)
     type: Mapped[str | None] = mapped_column(String, nullable=True)
     stage: Mapped[str] = mapped_column(String, nullable=False, default="new")
+    direction: Mapped[str] = mapped_column(String, nullable=False, default="inbound")
     notes: Mapped[str | None] = mapped_column(Text, nullable=True)
     follow_up_date: Mapped[date | None] = mapped_column(Date, nullable=True)
     discord_message_id: Mapped[str | None] = mapped_column(String, unique=True, nullable=True)

backend/app/schemas.py

@@ -8,6 +8,7 @@ class ItemCreate(BaseModel):
     captured_at: datetime
     discord_message_id: str | None = None
     sender_id: str | None = None
+    direction: str = "inbound"
 
 
 class ItemUpdate(BaseModel):
@@ -28,6 +29,7 @@ class ItemOut(BaseModel):
     sender_id: str | None
     type: str | None
     stage: str
+    direction: str
     notes: str | None
     follow_up_date: date | None
     discord_message_id: str | None

backend/app/stages.py

@@ -1,8 +1,14 @@
 DONATION_STAGES = ["new", "replied", "pickup_scheduled", "picked_up", "logged_in_bookmark"]
 OTHER_STAGES = ["new", "done"]
+OUTBOUND_STAGES = [
+    "new", "reviewed", "outreach_drafted", "outreach_sent",
+    "replied", "pickup_scheduled", "picked_up", "logged_in_bookmark",
+]
 
 
-def valid_stages_for(item_type: str | None) -> list[str]:
+def valid_stages_for(item_type: str | None, direction: str = "inbound") -> list[str]:
+    if direction == "outbound":
+        return OUTBOUND_STAGES
     if item_type == "donation":
         return DONATION_STAGES
     if item_type == "other":
@@ -10,5 +16,5 @@ def valid_stages_for(item_type: str | None) -> list[str]:
     return ["new"]
 
 
-def is_valid_stage(item_type: str | None, stage: str) -> bool:
-    return stage in valid_stages_for(item_type)
+def is_valid_stage(item_type: str | None, stage: str, direction: str = "inbound") -> bool:
+    return stage in valid_stages_for(item_type, direction)

backend/tests/test_crud.py

@@ -61,3 +61,37 @@ def test_update_item_rejects_invalid_stage_for_type(db_session):
 
 def test_update_item_returns_none_for_missing_id(db_session):
     assert crud.update_item(db_session, 9999, notes="x") is None
+
+
+def test_create_item_defaults_direction_to_inbound(db_session):
+    item, _ = crud.create_item(
+        db_session, modality="bh_email", raw_content="x", captured_at=_now(),
+        discord_message_id="dir-1",
+    )
+    assert item.direction == "inbound"
+
+
+def test_create_item_accepts_outbound_direction(db_session):
+    item, _ = crud.create_item(
+        db_session, modality="lead_found", raw_content="found post", captured_at=_now(),
+        discord_message_id="dir-2", direction="outbound",
+    )
+    assert item.direction == "outbound"
+
+
+def test_update_item_validates_stage_against_outbound_direction(db_session):
+    item, _ = crud.create_item(
+        db_session, modality="lead_found", raw_content="x", captured_at=_now(),
+        discord_message_id="dir-3", direction="outbound",
+    )
+    updated = crud.update_item(db_session, item.id, stage="outreach_sent")
+    assert updated.stage == "outreach_sent"
+
+
+def test_update_item_rejects_inbound_only_stage_for_outbound_item(db_session):
+    item, _ = crud.create_item(
+        db_session, modality="lead_found", raw_content="x", captured_at=_now(),
+        discord_message_id="dir-4", direction="outbound",
+    )
+    with pytest.raises(ValueError):
+        crud.update_item(db_session, item.id, stage="done")

backend/tests/test_items_api.py

@@ -68,3 +68,21 @@ def test_patch_invalid_stage_returns_422(client):
 def test_get_missing_item_returns_404(client):
     resp = client.get("/items/999999")
     assert resp.status_code == 404
+
+
+def test_create_item_with_outbound_direction(client):
+    resp = client.post("/items", json={
+        "modality": "lead_found", "raw_content": "found on Nextdoor",
+        "captured_at": "2026-07-13T07:00:00Z", "discord_message_id": "out-1",
+        "direction": "outbound",
+    })
+    assert resp.status_code == 201
+    assert resp.json()["direction"] == "outbound"
+
+
+def test_create_item_direction_defaults_to_inbound(client):
+    resp = client.post("/items", json={
+        "modality": "voice", "raw_content": "call",
+        "captured_at": "2026-07-13T07:00:00Z", "discord_message_id": "out-2",
+    })
+    assert resp.json()["direction"] == "inbound"

backend/tests/test_stages.py

@@ -33,3 +33,24 @@ def test_is_valid_stage_false_for_mismatched_type():
 
 def test_is_valid_stage_false_for_unknown_value():
     assert stages.is_valid_stage("donation", "archived") is False
+
+
+def test_outbound_stages_in_order():
+    assert stages.OUTBOUND_STAGES == [
+        "new", "reviewed", "outreach_drafted", "outreach_sent",
+        "replied", "pickup_scheduled", "picked_up", "logged_in_bookmark",
+    ]
+
+
+def test_valid_stages_for_outbound_ignores_type():
+    assert stages.valid_stages_for("donation", direction="outbound") == stages.OUTBOUND_STAGES
+    assert stages.valid_stages_for(None, direction="outbound") == stages.OUTBOUND_STAGES
+
+
+def test_valid_stages_for_inbound_unchanged():
+    assert stages.valid_stages_for("donation") == stages.DONATION_STAGES
+
+
+def test_is_valid_stage_outbound_accepts_outreach_stages():
+    assert stages.is_valid_stage("donation", "outreach_sent", direction="outbound") is True
+    assert stages.is_valid_stage("donation", "outreach_sent", direction="inbound") is False