---
# Default customer-profile template.
# Copy to a Volume, edit, and point CR_PROFILE_TEMPLATE_PATH at it to customize.
# Two declared data sources, both optional:
#   * feature_deviation — top-N deviation rows (right-hand panel; SHAP placeholder)
#   * customer          — single profile row (left column; override per dataset)
# Either source returning empty is rendered gracefully — the section just hides.
data:
  feature_deviation:
    source: "v_account_feature_deviation_topn"
    join_key: "entity_id"
    order_by: "deviation_rank ASC"
    limit: 12
    as_list: true
---
<article class="cr-card cr-tier-{{risk_tier_class risk_tier}}">
  {{#if playbook_name}}
    <nav class="cr-context" aria-label="Customer context">
      <span class="cr-context-eyebrow">Viewing under</span>
      <span class="cr-context-pill cr-context-playbook">{{playbook_name}}</span>
      {{#if archetype_name}}
        <span class="cr-context-sep" aria-hidden="true">›</span>
        <span class="cr-context-pill cr-context-archetype">{{archetype_name}}</span>
      {{/if}}
    </nav>
  {{/if}}
  <header class="cr-hero">
    <div class="cr-hero-id">
      <span class="cr-hero-eyebrow">Customer</span>
      <h1 class="cr-hero-entity">{{entity_id}}</h1>
      <div class="cr-hero-tier">
        <span class="cr-dot"></span>
        <span>{{risk_tier}} risk tier</span>
      </div>
    </div>
    <div class="cr-hero-prob">
      <span class="cr-prob-value">{{fmt_pct churn_probability}}</span>
      <span class="cr-prob-label">churn probability</span>
    </div>
  </header>

  <section class="cr-kpis">
    <div class="cr-kpi">
      <span class="cr-kpi-label">Value at risk</span>
      <span class="cr-kpi-value">{{fmt_currency value_at_risk}}</span>
    </div>
    <div class="cr-kpi cr-kpi-emph">
      <span class="cr-kpi-label">Expected loss</span>
      <span class="cr-kpi-value">{{fmt_currency expected_loss}}</span>
    </div>
    <div class="cr-kpi">
      <span class="cr-kpi-label">Policy rank</span>
      <span class="cr-kpi-value">{{fmt_int policy_rank_among_eligible}}</span>
    </div>
    <div class="cr-kpi">
      <span class="cr-kpi-label">Eligible plays</span>
      <span class="cr-kpi-value">{{fmt_int eligible_playbook_count}}</span>
    </div>
  </section>

  <section class="cr-grid cr-grid-2col">
    <div class="cr-grid-left">
      {{#if customer}}
        <section class="cr-customer-profile">
          <header class="cr-chapter-head">
            <span class="cr-chapter-eyebrow">Customer</span>
            <h2 class="cr-chapter-title">Profile</h2>
          </header>
          <p class="cr-chapter-lead">A dataset-specific template is loaded but did not declare any visible fields. Edit the template's frontmatter and HTML to surface the fields your CSMs need.</p>
        </section>
      {{else}}
        <section class="cr-customer-profile cr-customer-empty">
          <header class="cr-chapter-head">
            <span class="cr-chapter-eyebrow">Customer profile not configured</span>
            <h2 class="cr-chapter-title">Dataset-specific panel pending</h2>
          </header>
          <p class="cr-chapter-lead">No <code>customer</code> data source is declared in the active template. Two things to check:</p>
          <ol class="cr-empty-checklist">
            <li>The <code>apply_profile_override(...)</code> cell in <code>c05_snapshot_and_dashboard</code> has run on the cluster, so the per-dataset HTML is published at <code>/Volumes/&lt;cat&gt;/&lt;sch&gt;/dashboard_templates/&lt;dataset&gt;_profile.html</code>. The app auto-discovers the newest <code>.html</code> there — no env var needed.</li>
            <li>If you want to pin a specific file, set the Databricks App env var <code>CR_PROFILE_TEMPLATE_PATH</code> — it overrides the auto-discovered template.</li>
          </ol>
          <p class="cr-chapter-lead">See <code>docs/ech_notebook_ux_overrides.md</code> (email-churn) or <code>docs/sps_notebook_ux_overrides.md</code> (SPS) for the ready-to-paste cells.</p>
        </section>
      {{/if}}
    </div>
    <div class="cr-grid-right">
      {{#if account_top_shap_features}}
        <section class="cr-shap">
          <header class="cr-chapter-head">
            <span class="cr-chapter-eyebrow">Why the model flagged this account</span>
            <h2 class="cr-chapter-title">Top SHAP drivers</h2>
            <p class="cr-chapter-lead">Each bar's length shows the magnitude of the feature's contribution to this customer's churn score, normalised to the strongest driver in the row. <span class="cr-shap-pos-token">Red</span> pushes the score toward churn; <span class="cr-shap-neg-token">green</span> pushes it away.</p>
          </header>
          <ul class="cr-shap-list">
            {{#each account_top_shap_features}}
              <li class="cr-shap-row {{shap_sign_class this.shap_contribution}}">
                <span class="cr-shap-name" title="{{this.feature}}">{{this.feature}}</span>
                <span class="cr-shap-value">{{fmt_shap_value this.value}}</span>
                <span class="cr-shap-bar-track">
                  <span class="cr-shap-bar" style="width:{{shap_bar_pct this.shap_contribution ../account_top_shap_features}}%"></span>
                </span>
                <span class="cr-shap-score">{{fmt_signed_shap this.shap_contribution}}</span>
              </li>
            {{/each}}
          </ul>
        </section>
      {{/if}}
      {{#if feature_deviation}}
        <section class="cr-deviation cr-deviation-secondary">
          <header class="cr-chapter-head">
            <span class="cr-chapter-eyebrow">Vs. training population</span>
            <h2 class="cr-chapter-title">How this customer compares</h2>
            <p class="cr-chapter-lead">Bars show z-score vs. the training population (capped at ±3σ). Use as a reality-check on the SHAP drivers above — does the model lean on features where the customer actually deviates?</p>
          </header>
          <ul class="cr-dev-list">
            {{#each feature_deviation}}
              <li class="cr-dev-row {{dev_sign_class this.z}}">
                <span class="cr-dev-name" title="{{this.feature_name}}">{{this.feature_name}}</span>
                <span class="cr-dev-value">{{fmt_float this.feature_value 3}}</span>
                <span class="cr-dev-bar-track">
                  <span class="cr-dev-bar" style="width:{{dev_bar_pct this.z}}%"></span>
                </span>
                <span class="cr-dev-score">{{fmt_signed_z this.z}}</span>
              </li>
            {{/each}}
          </ul>
        </section>
      {{/if}}
    </div>
  </section>

  <details class="cr-card-section cr-action {{#if recommended}}cr-action-ok{{else}}{{#if is_holdout}}cr-action-holdout{{else}}cr-action-warn{{/if}}{{/if}}">
    <summary class="cr-summary">
      <span class="cr-summary-glyph">{{#if recommended}}✓{{else}}◎{{/if}}</span>
      <span class="cr-summary-text">
        <span class="cr-summary-eyebrow">{{#if recommended}}Recommended action{{else}}{{#if is_holdout}}Holdout{{else}}Not recommended{{/if}}{{/if}}</span>
        <span class="cr-summary-title">{{playbook_name}}</span>
      </span>
      {{#if expected_uplift_pct}}<span class="cr-pill cr-pill-uplift">Expected uplift · {{fmt_pct expected_uplift_pct}}</span>{{/if}}
      <span class="cr-summary-chevron" aria-hidden="true">›</span>
    </summary>
    <div class="cr-card-body">
      {{#if playbook_description}}<p class="cr-prose">{{playbook_description}}</p>{{/if}}
      {{#if playbook_when_applicable}}
        <div class="cr-block">
          <span class="cr-block-label">When this play helps</span>
          <div class="cr-prose">{{playbook_when_applicable}}</div>
        </div>
      {{/if}}
      {{#if playbook_time_zero_definition}}
        <div class="cr-block">
          <span class="cr-block-label">Time-zero definition</span>
          <div class="cr-prose">{{playbook_time_zero_definition}}</div>
        </div>
      {{/if}}
      {{#if playbook_analysis_population_rule}}
        <div class="cr-block">
          <span class="cr-block-label">Analysis population</span>
          <div class="cr-prose">{{playbook_analysis_population_rule}}</div>
        </div>
      {{/if}}
      {{#if alternate_playbooks}}
        <div class="cr-block">
          <span class="cr-block-label">Other applicable playbooks</span>
          <div class="cr-alts">
            {{#each alternate_playbooks}}
              <span class="cr-alt">
                <span class="cr-alt-name">{{this.playbook_name}}</span>
                {{#if this.fit_score}}<span class="cr-alt-fit">{{fmt_pct this.fit_score}} match</span>{{/if}}
                {{#if this.expected_uplift_pct}}<span class="cr-alt-uplift">+{{fmt_pct this.expected_uplift_pct}}</span>{{/if}}
              </span>
            {{/each}}
          </div>
        </div>
      {{/if}}
    </div>
  </details>

  <details class="cr-card-section cr-archetype">
    <summary class="cr-summary">
      <span class="cr-summary-glyph">◇</span>
      <span class="cr-summary-text">
        <span class="cr-summary-eyebrow">Archetype</span>
        <span class="cr-summary-title">{{archetype_name}}</span>
      </span>
      {{#if policy_fit_score}}<span class="cr-pill cr-pill-match">{{fmt_pct policy_fit_score}} match</span>{{/if}}
      {{#if policy_fit_tier}}<span class="cr-pill cr-pill-fit cr-pill-{{fit_tier_class policy_fit_tier}}">{{fit_tier_label policy_fit_tier}}</span>{{/if}}
      {{#if archetype_cluster_size}}<span class="cr-stat-pill">{{fmt_int archetype_cluster_size}} customers</span>{{/if}}
      {{#if archetype_mean_churn_probability}}<span class="cr-stat-pill">avg {{fmt_pct archetype_mean_churn_probability}} churn</span>{{/if}}
      <span class="cr-summary-chevron" aria-hidden="true">›</span>
    </summary>
    <div class="cr-card-body">
      {{#if archetype_description}}
        <div class="cr-block">
          <span class="cr-block-label">Description</span>
          <div class="cr-prose">{{archetype_description}}</div>
        </div>
      {{/if}}
      {{#if archetype_rationale}}
        <div class="cr-block">
          <span class="cr-block-label">Why this customer matches</span>
          <div class="cr-prose">{{archetype_rationale}}</div>
        </div>
      {{/if}}
      {{#if policy_rationale}}
        <div class="cr-block">
          <span class="cr-block-label">Policy rationale</span>
          <div class="cr-prose">{{policy_rationale}}</div>
        </div>
      {{/if}}
      {{#if eligibility_evidence}}
        <div class="cr-block">
          <span class="cr-block-label">Evidence on this customer</span>
          <div class="cr-prose">{{eligibility_evidence}}</div>
        </div>
      {{/if}}
      <details class="cr-card-nested">
        <summary class="cr-summary cr-summary-tech">
          <span class="cr-summary-eyebrow">Technical details</span>
          <span class="cr-summary-chevron" aria-hidden="true">›</span>
        </summary>
        <div class="cr-card-body">
          {{#if archetype_feature_thresholds}}
            <div class="cr-block">
              <span class="cr-block-label">Feature thresholds</span>
              <pre class="cr-mono">{{archetype_feature_thresholds}}</pre>
            </div>
          {{/if}}
          {{#if policy_eligibility_rules_prose}}
            <div class="cr-block">
              <span class="cr-block-label">Eligibility rules · prose</span>
              <div class="cr-prose">{{policy_eligibility_rules_prose}}</div>
            </div>
          {{/if}}
          {{#if eligibility_rules_sql}}
            <div class="cr-block">
              <span class="cr-block-label">Eligibility predicate · SQL</span>
              <pre class="cr-mono">{{eligibility_rules_sql}}</pre>
            </div>
          {{/if}}
        </div>
      </details>
    </div>
  </details>
</article>