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pn-new-crm/src/components/interests/interest-berth-status-banner.tsx

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feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
'use client';
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
import { useQueries, useQuery } from '@tanstack/react-query';
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
import { AlertTriangle } from 'lucide-react';
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
import Link from 'next/link';
import { useParams } from 'next/navigation';
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
import { apiFetch } from '@/lib/api/client';
interface BerthRow {
id: string;
mooringNumber: string;
status: string;
isPrimary: boolean;
}
interface BerthsResponse {
data: BerthRow[];
}
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
interface CompetingInterest {
interestId: string;
clientName: string;
pipelineStage: string;
isPrimary: boolean;
}
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
/**
* Surfaces when one of the interest's linked berths is sold or under offer
* to a different deal. We don't block the rep from proceeding (the user
* explicitly wanted v1 to still let the deal advance - the assumption is
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
* that the rep is aware and treating the current deal as a fallback if
* the other one falls through), but the banner makes the conflict visible
* so they aren't surprised when the rules engine flags it.
*
* Fires only for active (non-archived, non-closed) interests - banners on
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
* lost deals are noise.
*/
export function InterestBerthStatusBanner({
interestId,
interestPipelineStage,
interestOutcome,
archivedAt,
}: {
interestId: string;
interestPipelineStage: string;
interestOutcome?: string | null;
archivedAt?: string | null;
}) {
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
const params = useParams<{ portSlug: string }>();
const portSlug = params?.portSlug ?? '';
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
const { data } = useQuery<BerthsResponse>({
queryKey: ['interest-berths', interestId],
queryFn: () => apiFetch(`/api/v1/interests/${interestId}/berths`),
});
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
const berths = data?.data ?? [];
const conflicts = berths.filter((b) => b.status === 'sold' || b.status === 'under_offer');
// Resolve the competing deal per conflicting berth via the
// `/active-interests` endpoint shipped in 292a8b5. Filtered client-side
// to interests OTHER THAN this one so a deal looking at its own berth
// doesn't see itself in the banner.
const competingQueries = useQueries({
queries: conflicts.map((b) => ({
queryKey: ['berth-competing', b.id, interestId] as const,
queryFn: () =>
apiFetch<{ data: CompetingInterest[] }>(`/api/v1/berths/${b.id}/active-interests`).then(
(r) => r.data.filter((row) => row.interestId !== interestId),
),
enabled: conflicts.length > 0,
staleTime: 30_000,
})),
});
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
if (archivedAt || interestOutcome) return null;
// The banner is most useful before the rep is committed to the deal -
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
// once contract is in motion, the conflict is moot.
if (interestPipelineStage === 'contract') return null;
if (conflicts.length === 0) return null;
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
const lines = conflicts.map((b, idx) => {
const q = competingQueries[idx];
const competing = (q?.data ?? []).find((c) => c.isPrimary) ?? (q?.data ?? [])[0] ?? null;
return { berth: b, competing };
});
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
return (
<div
role="status"
className="flex items-start gap-2 rounded-md border border-rose-200 bg-rose-50 px-3 py-2 text-xs text-rose-900"
>
<AlertTriangle className="size-3.5 mt-0.5 shrink-0" aria-hidden />
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
<div className="min-w-0">
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
<p className="font-medium">
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
{lines.length === 1
? `Berth ${lines[0]!.berth.mooringNumber} is ${
lines[0]!.berth.status === 'sold' ? 'Sold' : 'Under Offer'
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
} to another deal.`
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
: `${lines.length} linked berths are no longer freely available.`}
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
</p>
feat(uat-batch): Group B Interest detail polish (5 new ships + 2 verified) B13–B19 from the 2026-05-21 plan. Five new ships; two items already in place from earlier work but flagged for verification. Shipped now: B14 Interest Overview Email + Phone rows: new <ClientChannelEditor> combobox. Primary value renders inline (free-text for email, <InlinePhoneField> for phone with country picker). Chevron opens a popover listing every contact in the channel — promote to primary, delete non-primaries, or inline-add a new contact. Backed by the existing /clients/[id]/contacts CRUD + promote- to-primary endpoints. Wired into the Email + Phone rows on interest-tabs.tsx Overview. B15 Inline phone editor: the phone branch of <ClientChannelEditor> uses <InlinePhoneField> (country code + national-format split). interests.service.ts now returns `clientPrimaryPhoneCountry` so the editor can preserve the ISO-3166-1 alpha-2 round-trip. B16 Client Overview interest summary: PanelVariant of <ClientPipelineSummary> renders a one-line "Wants L × W × D · Source" under each interest's header when constraints / source are captured. Hidden when both are empty. <ClientInterestRow> type extended with the new fields; the /api/v1/interests query already returns them. B17 Notes Latest-note teaser stage pill: stage-badge chip next to the "5 minutes ago · Matt" line. Shows the deal's CURRENT pipelineStage — a stage-at-note-time lookup would require a per-render audit_logs read, over-engineered for a context hint. B18 InterestBerthStatusBanner names + links the competing deal: reuses /berths/[id]/active-interests endpoint shipped in 292a8b5; one query per conflicting berth via useQueries. Picks the isPrimary competing interest (falls back to first non-self row); renders an inline <Link> to the competing detail page. Already shipped (verified pre-shipped): B13 Inbox Reminders embedded filter row — `embedded` prop already wired in reminder-list.tsx. B19 Qualification auto-confirm intent at stage ≥ EOI — already handled by computeAutoSatisfied's `stageIdx > qualifiedIdx` gate (covers eoi / reservation / deposit_paid / contract). Verified: tsc clean, vitest 1454/1454. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:08:41 +02:00
{lines.some((l) => l.competing) ? (
<ul className="mt-1 space-y-0.5">
{lines.map(({ berth, competing }) =>
competing ? (
<li key={berth.id} className="text-rose-900">
<span className="font-medium">{berth.mooringNumber}:</span>{' '}
<Link
/* eslint-disable-next-line @typescript-eslint/no-explicit-any */
href={`/${portSlug}/interests/${competing.interestId}` as any}
className="underline-offset-2 hover:underline"
>
{competing.clientName}
</Link>
</li>
) : null,
)}
</ul>
) : null}
feat(pipeline): 9→7 stage refactor + v1.1 hardening wave Replaces the legacy 9-stage pipeline with 7 canonical stages (enquiry → qualified → eoi → reservation → deposit_paid → contract → nurturing) plus three doc sub-status columns (eoi_doc_status, reservation_doc_status, contract_doc_status) that track sent/signed within a single stage instead of branching it. Schema (migration 0062): - interests gains assigned_to, deposit_expected_amount/currency, three doc-status columns, two documenso-id columns, and date_reservation_signed. - New tables: qualification_criteria (per-port admin-configurable), interest_qualifications (per-interest state), payments (deposit / balance / refund records keyed to interest + client). - Default qualification criteria seeded for every existing port. - Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into the new stage + doc-status + outcome shape. Migration 0063 adds interest_contact_log.voice_transcript and template_used columns for v1.1-A/B (quick-template buttons + voice transcription via Web Speech API). v1.1 phase work bundled here: - A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on the contact-log compose dialog (useVoiceTranscription hook). - C: berth-rules-engine wraps state writes in pg_advisory_xact_lock with an idempotent re-read; emits rule_evaluated audit traces. - D: Documenso webhook: reservation/contract sub-status stamping moved out of the PDF-download try-block so a download failure no longer swallows the stamp. New integration test coverage. - E: /admin/qualification-criteria CRUD page + admin component. - F: default_new_interest_owner exposed in System Settings. - G: recentActivityCount + active_engagement deal-pulse signal surfaced as a chip on interests + hot-deals card. - H: interest_assigned notification on assignedTo change (skips self-assign, uses a dedupe key). Plus the supporting components: AssignedToChip, DealPulseChip, PaymentsSection, QualificationChecklist, MultiEoiChip, SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner, SupplementalInfoRequestButton, UserPicker. Tests: 1370/1370 vitest pass (added deal-health unit suite + expanded constants/validators/pipeline-transitions coverage). tsc clean, eslint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 03:39:21 +02:00
<p className="mt-0.5 text-rose-800">
You can still progress this interest as a backup, but the rep on the other deal owns the
primary path. If their deal falls through, this one can step in.
</p>
</div>
</div>
);
}