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pn-new-crm/src/components/interests/skip-ahead-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';
import { AlertCircle } from 'lucide-react';
import { PIPELINE_STAGES, type PipelineStage } from '@/lib/constants';
interface SkipAheadInterest {
pipelineStage: string;
dateEoiSent?: string | null;
dateEoiSigned?: string | null;
dateReservationSigned?: string | null;
dateDepositReceived?: string | null;
dateContractSent?: string | null;
dateContractSigned?: string | null;
eoiDocStatus?: string | null;
reservationDocStatus?: string | null;
contractDocStatus?: string | null;
}
/**
* Soft banner that fires when a rep skip-advanced a deal past earlier
* milestones without backfilling the matching dates / doc-status badges.
*
* Why we care: the funnel/conversion analytics rely on these timestamps to
* compute how long deals sit in each stage. A deal that jumped straight to
* deposit_paid with no dateEoiSent looks like a 0-day-EOI in the report,
* which skews the cohort.
*
* The banner is informational only no enforcement. Reps still have the
* override path; we just nudge them to fill in the gaps.
*/
export function SkipAheadBanner({ interest }: { interest: SkipAheadInterest }) {
const stageIdx = PIPELINE_STAGES.indexOf(interest.pipelineStage as PipelineStage);
if (stageIdx < 0) return null;
const eoiIdx = PIPELINE_STAGES.indexOf('eoi');
const reservationIdx = PIPELINE_STAGES.indexOf('reservation');
const depositIdx = PIPELINE_STAGES.indexOf('deposit_paid');
const gaps: string[] = [];
// Past EOI but never stamped sent → likely a skip.
if (stageIdx > eoiIdx && !interest.dateEoiSent) gaps.push('EOI sent date');
if (stageIdx > eoiIdx && interest.eoiDocStatus !== 'signed' && !interest.dateEoiSigned) {
gaps.push('EOI signed date');
}
if (
stageIdx > reservationIdx &&
interest.reservationDocStatus !== 'signed' &&
!interest.dateReservationSigned
) {
gaps.push('Reservation signed date');
}
if (stageIdx > depositIdx && !interest.dateDepositReceived) {
gaps.push('Deposit received date');
}
if (gaps.length === 0) return null;
return (
<div
role="status"
className="flex items-start gap-2 rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900"
>
<AlertCircle className="size-3.5 mt-0.5 shrink-0" aria-hidden />
<div>
<p className="font-medium">
{gaps.length === 1
? 'A past milestone is missing its date.'
: `${gaps.length} past milestones are missing their dates.`}
</p>
<p className="mt-0.5 text-amber-800">
Backfill {gaps.join(' · ')} below so reports show accurate cycle times.
</p>
</div>
</div>
);
}