> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overdue Scheduler

> Automated daily scheduler that creates tasks for pending quotations, unanswered emails, and sends reminders for overdue tasks.

**Overdue Scheduler** runs automatically every day at 8 AM UTC to monitor pending work and send timely reminders. Ensures no customer request or task falls through the cracks.

## Workflow Visualization

```mermaid theme={null}
graph TD
    Trigger([Daily at 8 AM UTC]) --> Config[Load Auto-Run Configuration<br/>from db_ai-loop_CRM_Configs]
    
    Config --> QuotationCheck{Quotation<br/>Checker Active?}
    Config --> EmailCheck{Email<br/>Checker Active?}
    Config --> TaskCheck{Overdue Task<br/>Checker Active?}
    
    QuotationCheck -->|Yes| FindPending[Find Pending Quotations<br/>Older than N days]
    FindPending --> CreateQuoteTasks[Create Quotation<br/>Reminder Tasks]
    
    EmailCheck -->|Yes| FindUnanswered[Find Unanswered Customer Emails<br/>Older than N days]
    FindUnanswered --> CreateEmailTasks[Create Email<br/>Response Tasks]
    
    TaskCheck -->|Yes| FindOverdue[Find Tasks with<br/>Deadline < Today]
    FindOverdue --> Loop[Loop Through<br/>Overdue Tasks]
    
    Loop --> HasAssignee{Task Assigned<br/>to User?}
    HasAssignee -->|Yes| FormatEmail[Format Reminder Email<br/>with Task Details]
    HasAssignee -->|No| Skip[Skip Task]
    
    FormatEmail --> SendReminder[Send Reminder Email<br/>to Assigned User]
    
    CreateQuoteTasks --> Complete[Scheduler Complete]
    CreateEmailTasks --> Complete
    SendReminder --> Complete
    Skip --> Complete
```

## What It Does

The Overdue Scheduler automatically:

* **Monitors Pending Quotations**: Creates tasks when service requests lack quotations beyond the configured threshold
* **Tracks Unanswered Emails**: Identifies customer emails awaiting responses and generates follow-up tasks
* **Sends Task Reminders**: Notifies assigned users about overdue tasks via email

## Key Features

### Pending Quotation Monitoring

Scans `db_ai-loop_V3_Requests` for service requests with status not equal to `QUOTATION_SENT`:

* Checks age of each pending request
* Creates tasks for requests older than configured days (default: 3 days)
* Prevents duplicate task creation by checking existing tasks
* Includes customer details (name, email, company) in task description

### Unanswered Email Detection

Analyzes `db_ai-loop_message_communication` to find customer emails:

* Identifies threads where the last message is from the customer
* Calculates elapsed time since last customer message
* Creates tasks for emails unanswered beyond threshold
* Prevents duplicate tasks for already tracked emails

### Overdue Task Reminder System

Reviews `db_ai-loop_V3_Tasks` for overdue items:

* Finds tasks with deadlines before today
* Filters for non-completed and non-deleted tasks
* Formats personalized reminder emails with task details
* Sends emails only to tasks with assigned users

## Configuration

All settings are managed in `db_ai-loop_CRM_Configs` with key `auto_run`:

```json theme={null}
{
  "quotation": {
    "active": true,
    "fire_days": 3
  },
  "email_not_answered": {
    "active": true,
    "fire_days": 3
  },
  "overdue_tasks": {
    "active": true,
    "subject": "⏰ Reminder: {{username}}, You Have Overdue Tasks",
    "body": "Hi {{username}},<br><br>You have overdue tasks requiring attention:<br><br>{{task_list}}<br><br>Please complete them as soon as possible."
  }
}
```

## Database Collections Used

* **db\_ai-loop\_CRM\_Configs**: Configuration settings for automation
* **db\_ai-loop\_V3\_Requests**: Service quotation requests
* **db\_ai-loop\_message\_communication**: Customer email threads
* **db\_ai-loop\_V3\_Tasks**: Task management and assignments

## Email Format

Overdue task reminder emails are sent from `task_manager@mail.wavecentric.ai` and include:

* **Subject**: Personalized with user's name
* **Body**: HTML-formatted with:
  * Task subject, description, and linked company
  * Direct link to task management page
  * Friendly, professional tone

**Example:**

```
Subject: ⏰ Reminder: john, You Have Overdue Tasks

Hi john,

You have overdue tasks requiring attention:

Subject: Quotation Reminder - REQ-12345
Description: The quotation for the service request is still pending...
Company: Example Corp Ltd

Check here: https://ai-loop.alpeadria.com/tasks
```

## Schedule

Runs daily at **8:00 AM UTC** using cron expression: `0 8 * * *`