从会议纪要到 Jira 工单

Business goal. Sales and CSM need to see churn-risk accounts every morning so they can reach out before the account is suspended, without opening the CRM.

User story. As a Sales or CSM member, I want a daily 08:00 PT email listing churn-risk accounts so that I can prioritise outreach.

Business rules

• BR-07 defines churn risk.
• BR-08 (new): exclude trial and cancelled accounts.
• BR-09 (new): send the email only when the list is not empty.

Acceptance criteria

• Given at least one churn-risk account, when it is 08:00 PT, then Sales and CSM receive an email with the total count, the five accounts with the highest MRR and a link to the CRM view.
• Given an empty list, when it is 08:00 PT, then no email is sent.
• Given a trial account that is about to expire, when the list is calculated, then the account is not included.
• Given the email was sent, when the log is checked, then there is a record with the count and the recipients.

Notes for QA. The server runs on UTC and the email goes out at 08:00 PT, including daylight saving changes. Cover an empty list, a trial account, and an account that paid this morning (must be excluded).