Add press-1 call acceptance and shared pilot messaging mode

app/admin/[businessId]/page.tsx

@@ -63,13 +63,17 @@ import {
   type TwilioSetupTone,
   businessPhonePathOptions,
   buildTwilioSetupFlow,
+  forwardedCallAnswerOptions,
+  messagingSetupOptions,
   twilioAccountModeOptions,
 } from '@/lib/twilio-setup';
 
 type AdminTwilioDefaults = {
   businessId: string;
   twilioAccountMode: string;
   phoneSetupPath: string;
+  forwardedCallAnswerMode: string;
+  messagingSetupMode: string;
   twilioNumberSetupMode: string;
   twilioSubaccountSid: string;
   twilioPhoneNumber: string;
@@ -323,6 +327,8 @@ export default async function AdminBusinessDetailPage({
     businessId: business.id,
     twilioAccountMode: business.twilioAccountMode,
     phoneSetupPath: business.phoneSetupPath,
+    forwardedCallAnswerMode: business.forwardedCallAnswerMode,
+    messagingSetupMode: business.messagingSetupMode,
     twilioNumberSetupMode: business.twilioNumberSetupMode,
     twilioSubaccountSid: business.twilioSubaccountSid || '',
     twilioPhoneNumber: business.twilioPrimaryPhoneNumber || business.twilioPhoneNumber || '',
@@ -517,7 +523,11 @@ export default async function AdminBusinessDetailPage({
     if (step.key === 'number_path') {
       return (
         <form action={saveAdminTwilioSetupAction} className="space-y-4">
-          <HiddenAdminTwilioFields defaults={defaults} exclude={['phoneSetupPath']} returnStep={step.key} />
+          <HiddenAdminTwilioFields
+            defaults={defaults}
+            exclude={['phoneSetupPath', 'forwardedCallAnswerMode', 'messagingSetupMode']}
+            returnStep={step.key}
+          />
           <div className="grid gap-3">
             {businessPhonePathOptions.map((option) => (
               <label key={option.value} className="rounded-xl border bg-background/80 p-4 text-sm">
@@ -531,14 +541,61 @@ export default async function AdminBusinessDetailPage({
               </label>
             ))}
           </div>
+          <div className="grid gap-3">
+            <p className="text-sm font-medium">Forwarded call answer confirmation</p>
+            {forwardedCallAnswerOptions.map((option) => (
+              <label key={option.value} className="rounded-xl border bg-background/80 p-4 text-sm">
+                <div className="flex items-start gap-3">
+                  <input
+                    defaultChecked={business.forwardedCallAnswerMode === option.value}
+                    name="forwardedCallAnswerMode"
+                    type="radio"
+                    value={option.value}
+                  />
+                  <div className="space-y-1">
+                    <p className="font-medium">{option.label}</p>
+                    <p className="text-muted-foreground">{option.description}</p>
+                  </div>
+                </div>
+              </label>
+            ))}
+          </div>
+          <div className="grid gap-3">
+            <p className="text-sm font-medium">Messaging setup mode</p>
+            {messagingSetupOptions.map((option) => (
+              <label key={option.value} className="rounded-xl border bg-background/80 p-4 text-sm">
+                <div className="flex items-start gap-3">
+                  <input
+                    defaultChecked={business.messagingSetupMode === option.value}
+                    name="messagingSetupMode"
+                    type="radio"
+                    value={option.value}
+                  />
+                  <div className="space-y-1">
+                    <p className="font-medium">{option.label}</p>
+                    <p className="text-muted-foreground">{option.description}</p>
+                  </div>
+                </div>
+              </label>
+            ))}
+          </div>
           <Button size="sm" type="submit" variant="outline">
-            Save business number path
+            Save call and messaging path
           </Button>
         </form>
       );
     }
 
     if (step.key === 'account_ready') {
+      if (business.messagingSetupMode === 'SHARED_PILOT_MESSAGING_SERVICE') {
+        return (
+          <div className="rounded-xl border bg-background/80 p-4 text-sm text-muted-foreground">
+            Pilot setup is founder-operated. A dedicated subaccount is optional while SMS sends through the approved CallbackCloser Messaging
+            Service.
+          </div>
+        );
+      }
+
       if (business.twilioAccountMode === 'MAIN_ACCOUNT') {
         return <div className="rounded-xl border bg-background/80 p-4 text-sm text-muted-foreground">Main account mode is active, so this step does not require a business subaccount.</div>;
       }
@@ -556,6 +613,15 @@ export default async function AdminBusinessDetailPage({
     }
 
     if (step.key === 'messaging_service_ready') {
+      if (business.messagingSetupMode === 'SHARED_PILOT_MESSAGING_SERVICE') {
+        return (
+          <div className="space-y-3 rounded-xl border bg-background/80 p-4 text-sm text-muted-foreground">
+            <p>Pilot setup: current number forwards to CallbackCloser; SMS sends from the approved CallbackCloser messaging number.</p>
+            <p>Do not create a new per-business Messaging Service here. Save the approved shared Messaging Service SID in the admin override panel below.</p>
+          </div>
+        );
+      }
+
       return (
         <form action={createBusinessMessagingServiceAction} className="space-y-3 rounded-xl border bg-background/80 p-4">
           <input name="businessId" type="hidden" value={business.id} />
@@ -1328,6 +1394,20 @@ export default async function AdminBusinessDetailPage({
             <p className="font-medium">Business number path</p>
             <p className="mt-2 text-muted-foreground">{getBusinessPhoneSetupPathLabel(business.phoneSetupPath)}</p>
           </div>
+          <div className="rounded-xl border bg-background/80 p-4 text-sm">
+            <p className="font-medium">Routing number</p>
+            <p className="mt-2 text-muted-foreground">
+              {managedTextingNumber ? formatPhoneForDisplay(managedTextingNumber) : 'Routing number not assigned yet'}
+            </p>
+          </div>
+          <div className="rounded-xl border bg-background/80 p-4 text-sm">
+            <p className="font-medium">Answer confirmation</p>
+            <p className="mt-2 text-muted-foreground">{setupFlow.forwardedCallAnswerModeLabel}</p>
+          </div>
+          <div className="rounded-xl border bg-background/80 p-4 text-sm">
+            <p className="font-medium">Messaging setup mode</p>
+            <p className="mt-2 text-muted-foreground">{setupFlow.messagingSetupModeLabel}</p>
+          </div>
         </CardContent>
       </Card>
     </div>

app/admin/actions.ts

@@ -3,8 +3,10 @@
 import {
   BusinessPhoneSetupPath,
   BusinessProvisioningStatus,
+  ForwardedCallAnswerMode,
   ForwardingVerificationStatus,
   ManagedTwilioStatus,
+  MessagingSetupMode,
   MessagingComplianceType,
   PortingStatus,
   Prisma,
@@ -347,6 +349,8 @@ export async function createDemoBusinessAction(formData: FormData) {
       notifyPhone: ownerPhone,
       provisioningStatus: BusinessProvisioningStatus.DRAFT,
       phoneSetupPath: BusinessPhoneSetupPath.NEW_TWILIO_NUMBER,
+      forwardedCallAnswerMode: ForwardedCallAnswerMode.PRESS_1_REQUIRED,
+      messagingSetupMode: MessagingSetupMode.PER_BUSINESS_TWILIO,
       missedCallSeconds: 20,
       serviceLabel1: 'Repair',
       serviceLabel2: 'Install',
@@ -369,6 +373,8 @@ export async function createDemoBusinessAction(formData: FormData) {
       notifyPhone: ownerPhone,
       provisioningStatus: BusinessProvisioningStatus.DRAFT,
       phoneSetupPath: BusinessPhoneSetupPath.NEW_TWILIO_NUMBER,
+      forwardedCallAnswerMode: ForwardedCallAnswerMode.PRESS_1_REQUIRED,
+      messagingSetupMode: MessagingSetupMode.PER_BUSINESS_TWILIO,
       subscriptionStatus: SubscriptionStatus.ACTIVE,
       subscriptionStatusUpdatedAt: new Date(),
       managedTwilioStatusUpdatedAt: new Date(),
@@ -415,6 +421,8 @@ export async function createAdminBusinessAction(formData: FormData) {
   const forwardingNumber = normalizePhoneNumber(data.forwardingNumber);
   const publicBusinessPhone = normalizePhoneNumber(data.publicBusinessPhone || '') || null;
   const phoneSetupPath = data.phoneSetupPath as BusinessPhoneSetupPath;
+  const forwardedCallAnswerMode = data.forwardedCallAnswerMode as ForwardedCallAnswerMode;
+  const messagingSetupMode = data.messagingSetupMode as MessagingSetupMode;
 
   const business = await db.business.create({
     data: {
@@ -427,6 +435,8 @@ export async function createAdminBusinessAction(formData: FormData) {
       notifyPhone: ownerPhone,
       provisioningStatus: BusinessProvisioningStatus.DRAFT,
       phoneSetupPath,
+      forwardedCallAnswerMode,
+      messagingSetupMode,
       twilioNumberSetupMode: deriveTwilioNumberSetupModeFromPhoneSetupPath(phoneSetupPath),
       forwardingVerificationStatus:
         phoneSetupPath === BusinessPhoneSetupPath.CURRENT_NUMBER_FORWARDING
@@ -792,6 +802,8 @@ export async function saveAdminTwilioSetupAction(formData: FormData) {
 
   const twilioAccountMode = data.twilioAccountMode as TwilioAccountMode;
   const phoneSetupPath = data.phoneSetupPath as BusinessPhoneSetupPath;
+  const forwardedCallAnswerMode = data.forwardedCallAnswerMode as ForwardedCallAnswerMode;
+  const messagingSetupMode = data.messagingSetupMode as MessagingSetupMode;
   const twilioNumberSetupMode = deriveTwilioNumberSetupModeFromPhoneSetupPath(phoneSetupPath) as TwilioNumberSetupMode;
   const twilioSubaccountSid = twilioAccountMode === TwilioAccountMode.MAIN_ACCOUNT ? null : normalizeOptionalSid(data.twilioSubaccountSid);
   let twilioPhoneNumber: string | null;
@@ -859,6 +871,8 @@ export async function saveAdminTwilioSetupAction(formData: FormData) {
   const twilioMappingChanged =
     existingBusiness.twilioAccountMode !== twilioAccountMode ||
     existingBusiness.phoneSetupPath !== phoneSetupPath ||
+    existingBusiness.forwardedCallAnswerMode !== forwardedCallAnswerMode ||
+    existingBusiness.messagingSetupMode !== messagingSetupMode ||
     existingBusiness.twilioNumberSetupMode !== twilioNumberSetupMode ||
     existingBusiness.twilioSubaccountSid !== twilioSubaccountSid ||
     (existingBusiness.twilioPrimaryPhoneNumber || existingBusiness.twilioPhoneNumber) !== twilioPhoneNumber ||
@@ -887,6 +901,22 @@ export async function saveAdminTwilioSetupAction(formData: FormData) {
     existingBusiness.phoneSetupPath !== phoneSetupPath
       ? { key: 'phoneSetupPath', label: 'business number path', before: existingBusiness.phoneSetupPath, after: phoneSetupPath }
       : null,
+    existingBusiness.forwardedCallAnswerMode !== forwardedCallAnswerMode
+      ? {
+          key: 'forwardedCallAnswerMode',
+          label: 'forwarded call answer mode',
+          before: existingBusiness.forwardedCallAnswerMode,
+          after: forwardedCallAnswerMode,
+        }
+      : null,
+    existingBusiness.messagingSetupMode !== messagingSetupMode
+      ? {
+          key: 'messagingSetupMode',
+          label: 'messaging setup mode',
+          before: existingBusiness.messagingSetupMode,
+          after: messagingSetupMode,
+        }
+      : null,
     existingBusiness.twilioNumberSetupMode !== twilioNumberSetupMode
       ? {
           key: 'twilioNumberSetupMode',
@@ -1014,6 +1044,8 @@ export async function saveAdminTwilioSetupAction(formData: FormData) {
       data: {
         twilioAccountMode,
         phoneSetupPath,
+        forwardedCallAnswerMode,
+        messagingSetupMode,
         twilioNumberSetupMode,
         twilioSubaccountSid,
         forwardingVerificationStatus:
@@ -1951,6 +1983,7 @@ export async function sendBusinessTestSmsAction(formData: FormData) {
       context: 'admin_test',
       twilioSubaccountSid: business.twilioAccountMode === TwilioAccountMode.MAIN_ACCOUNT ? null : business.twilioSubaccountSid,
       messagingServiceSid: business.twilioMessagingServiceSid,
+      messagingSetupMode: business.messagingSetupMode,
       managedTwilioStatus: business.managedTwilioStatus,
       a2pFailureReason: business.a2pFailureReason,
       messagingComplianceType: business.messagingComplianceType,

app/api/twilio/status/route.ts

@@ -1,4 +1,5 @@
 import { NextResponse } from 'next/server';
+import { ForwardedCallAnswerMode } from '@prisma/client';
 
 import { findBusinessByTwilioNumber } from '@/lib/business';
 import { db } from '@/lib/db';
@@ -180,8 +181,20 @@ export async function POST(request: Request) {
       return withCorrelation(xmlOk());
     }
 
-    const answered = dialCallStatus.trim().toLowerCase() === 'completed';
-    const missed = isMissedDialStatus(dialCallStatus);
+    const existingCall = await db.call.findUnique({
+      where: { twilioCallSid: callSid },
+      select: {
+        id: true,
+        answerConfirmationRequested: true,
+        humanAccepted: true,
+      },
+    });
+    const completedDial = dialCallStatus.trim().toLowerCase() === 'completed';
+    const requiresHumanAcceptance =
+      existingCall?.answerConfirmationRequested ?? business.forwardedCallAnswerMode === ForwardedCallAnswerMode.PRESS_1_REQUIRED;
+    const humanAccepted = existingCall?.humanAccepted ?? false;
+    const answered = completedDial && (!requiresHumanAcceptance || humanAccepted);
+    const missed = isMissedDialStatus(dialCallStatus) || (completedDial && requiresHumanAcceptance && !humanAccepted);
 
     const call = await db.call.upsert({
       where: { twilioCallSid: callSid },
@@ -195,23 +208,27 @@ export async function POST(request: Request) {
         toPhone: to || formField(formData, 'To'),
         toPhoneNormalized: to || formField(formData, 'To'),
         dialCallStatus: dialCallStatus || null,
+        answerConfirmationRequested: requiresHumanAcceptance,
         status: answered ? 'ANSWERED' : missed ? 'MISSED' : 'COMPLETED',
         callDurationSeconds: toInt(formField(formData, 'CallDuration')),
         dialCallDurationSeconds: toInt(formField(formData, 'DialCallDuration')),
         ...(recordingUpdate ?? {}),
         answered,
+        humanAccepted,
         missed,
         rawPayload: payload,
       },
       update: {
         parentCallSid: formField(formData, 'ParentCallSid') || undefined,
         dialCallSid,
         dialCallStatus: dialCallStatus || null,
+        answerConfirmationRequested: requiresHumanAcceptance,
         status: answered ? 'ANSWERED' : missed ? 'MISSED' : 'COMPLETED',
         callDurationSeconds: toInt(formField(formData, 'CallDuration')),
         dialCallDurationSeconds: toInt(formField(formData, 'DialCallDuration')),
         ...(recordingUpdate ?? {}),
         answered,
+        humanAccepted,
         missed,
         rawPayload: payload,
       },
@@ -224,6 +241,7 @@ export async function POST(request: Request) {
       eventType: 'dial_status_callback',
       businessId: business.id,
       answered,
+      humanAccepted,
       missed,
       decision: 'upsert_call',
     });
@@ -241,6 +259,42 @@ export async function POST(request: Request) {
       });
     }
 
+    if (completedDial && requiresHumanAcceptance && !humanAccepted) {
+      await recordBusinessOperatorEvent({
+        businessId: business.id,
+        type: 'voice.no_human_acceptance_detected',
+        category: 'VOICE',
+        status: 'WARNING',
+        summary: 'No human acceptance detected',
+        details: {
+          callSid,
+          dialCallSid,
+          dialCallStatus,
+          fromPhone: formatPhoneDetail(from || formField(formData, 'From')),
+          toPhone: formatPhoneDetail(to),
+          reason: 'timeout_or_voicemail',
+        },
+        relatedEntityType: 'call',
+        relatedEntityId: call.id,
+      });
+      await recordBusinessOperatorEvent({
+        businessId: business.id,
+        type: 'voice.voicemail_or_timeout_treated_as_missed',
+        category: 'VOICE',
+        status: 'WARNING',
+        summary: 'Voicemail or timeout treated as missed',
+        details: {
+          callSid,
+          dialCallSid,
+          dialCallStatus,
+          fromPhone: formatPhoneDetail(from || formField(formData, 'From')),
+          toPhone: formatPhoneDetail(to),
+        },
+        relatedEntityType: 'call',
+        relatedEntityId: call.id,
+      });
+    }
+
     if (!missed) {
       logTwilioInfo('status', 'not_missed_noop', {
         callSid,
@@ -424,6 +478,7 @@ export async function POST(request: Request) {
               participant: 'OWNER',
               twilioSubaccountSid: business.twilioAccountMode === 'MAIN_ACCOUNT' ? null : business.twilioSubaccountSid,
               messagingServiceSid: business.twilioMessagingServiceSid,
+              messagingSetupMode: business.messagingSetupMode,
               managedTwilioStatus: business.managedTwilioStatus,
               a2pFailureReason: business.a2pFailureReason,
               messagingComplianceType: business.messagingComplianceType,
@@ -489,7 +544,7 @@ export async function POST(request: Request) {
         business,
         callerPhone: callerPhoneNormalized,
         callId: call.id,
-        transport: 'twilio',
+        transport: process.env.NODE_ENV === 'test' ? 'simulated' : 'twilio',
       });
 
       if (!recovery.started) {
@@ -531,6 +586,19 @@ export async function POST(request: Request) {
         relatedEntityType: 'lead',
         relatedEntityId: recovery.lead.id,
       });
+      await recordBusinessOperatorEvent({
+        businessId: business.id,
+        type: 'voice.missed_call_sms_started',
+        category: 'VOICE',
+        status: 'SUCCESS',
+        summary: 'Missed-call SMS started',
+        details: {
+          callSid,
+          leadId: recovery.lead.id,
+        },
+        relatedEntityType: 'lead',
+        relatedEntityId: recovery.lead.id,
+      });
       logTwilioInfo('status', 'initial_missed_call_sms_started', {
         callSid,
         dialCallSid,