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pn-new-crm/src/lib/db/seed-synthetic-data.ts

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/**
* Per-port synthetic seed builder for "every pipeline stage" coverage.
*
* The realistic seed in `seed-data.ts` mirrors the legacy NocoDB shape;
* this one is purpose-built for thoroughly exercising the CRM. Every
* pipeline stage gets at least one client, plus a handful of edge-case
* fixtures (multi-interest, signed-EOI, archived with metadata, hard-
* delete-eligible, company member, yacht owner).
*
* Berths come from the same NocoDB snapshot so the public berth API
* still has data; the synthetic clients link to specific moorings so
* the under_offer / sold derivations are deterministic.
*
* Idempotent: skips if the port already has clients seeded.
*
* Run via `pnpm db:seed:synthetic`.
*/
import { eq } from 'drizzle-orm';
import { db } from './index';
import { withTransaction } from './utils';
import {
clients,
clientContacts,
clientAddresses,
companies,
companyMemberships,
companyAddresses,
yachts,
yachtOwnershipHistory,
berths,
feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI) 73-file atomic rename per docs/tenancies-design.md: - Migration 0085: rename table + indexes + FK constraints; rename documents.reservation_id → tenancy_id; migrate jsonb permission maps (reservations resource → tenancies; collapse create+activate → manage); rewrite historical audit_logs.entity_type='berth_reservation' → 'berth_tenancy'. FK renames wrapped in DO blocks so dev DBs that pre-date the FK additions don't abort. - Schema: berthReservations → berthTenancies; BerthReservation type → BerthTenancy; indexes idx_br_* / idx_brr_* → idx_bt_*. - RolePermissions: resource { view, create, activate, cancel } collapses to { view, manage, cancel }; all 8 default seed bundles + role-form + matrix updated. - Service: berth-reservations.service.ts → berth-tenancies.service.ts; endReservation → endTenancy; listReservations → listTenancies. - API: /api/v1/berth-reservations → /api/v1/tenancies (+ nested [id]); /api/v1/berths/[id]/reservations → /api/v1/berths/[id]/tenancies. - Validators: reservations.ts → tenancies.ts; RESERVATION_STATUSES → TENANCY_STATUSES; endReservationSchema → endTenancySchema. - Routes: /{portSlug}/berth-reservations → /{portSlug}/tenancies; /portal/my-reservations → /portal/my-tenancies. - Components: src/components/reservations/* → src/components/tenancies/*; BerthReservationsTab → BerthTenanciesTab; ClientReservationsTab → ClientTenanciesTab; ReservationList → TenancyList. - Socket events: berth_reservation:* → berth_tenancy:*; payload reservationId → tenancyId. - Webhook events: berth_reservation.* → berth_tenancy.*. - Portal: getPortalUserReservations → getPortalUserTenancies; PortalReservation → PortalTenancy; PortalDashboard.counts.activeReservations → activeTenancies; PortalNav label "Reservations" → "Tenancies". - Dossier: DossierReservation → DossierTenancy; reservationDecisions → tenancyDecisions across smart-archive-dialog + bulk-archive routes. - Documents schema: documents.reservationId → documents.tenancyId (TS + DB column + index + FK constraint). - Activity feed label berth_reservation → berth_tenancy (matched against migrated historical audit rows). KEPT (separate concepts): - Reservation Agreement document type (the contract sent to clients). - "Reservation" pipeline stage name. - {{reservation.*}} merge tokens in template authoring. - interest.reservationStatus / reservationDocStatus / dateReservationSent fields (track agreement signing on the deal). - reservation-agreement-context.ts service (builds merge context for the Reservation Agreement doc; only its DB imports were renamed). Verified: tsc clean, 1480/1480 vitest passing, migration applied. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 15:09:35 +02:00
berthTenancies,
interests,
interestBerths,
} from './schema';
import { residentialClients, residentialInterests } from './schema';
import { SUPER_ADMIN_USER_ID } from './seed-bootstrap';
import berthSnapshot from './seed-data/berths.json';
import type { PipelineStage } from '@/lib/constants';
import type { ArchiveMetadata } from '@/lib/services/client-archive.service';
type SeedBerth = {
legacyId: number;
mooringNumber: string;
area: string | null;
status: 'available' | 'under_offer' | 'sold';
lengthFt: number | null;
widthFt: number | null;
draftFt: number | null;
lengthM: number | null;
widthM: number | null;
draftM: number | null;
widthIsMinimum: boolean;
nominalBoatSize: number | null;
nominalBoatSizeM: number | null;
waterDepth: number | null;
waterDepthM: number | null;
waterDepthIsMinimum: boolean;
sidePontoon: string | null;
powerCapacity: number | null;
voltage: number | null;
mooringType: string | null;
cleatType: string | null;
cleatCapacity: string | null;
bollardType: string | null;
bollardCapacity: string | null;
access: string | null;
price: number | null;
bowFacing: string | null;
berthApproved: boolean;
statusOverrideMode: string | null;
};
const BERTH_SNAPSHOT = berthSnapshot as SeedBerth[];
function daysAgo(n: number): Date {
return new Date(Date.now() - n * 86_400_000);
}
export interface SyntheticSeedSummary {
berths: number;
clients: number;
interests: number;
companies: number;
yachts: number;
residentialClients: number;
}
interface SyntheticClientSpec {
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/** Stable identifier used by Playwright selectors and intra-seed wiring
* (memberships, yachts, etc.). Decoupled from the display name so the
* rendered list looks like real client data, not test fixtures. */
tag: string;
fullName: string;
email: string;
phone: string;
countryIso: string;
city: string;
street: string;
postalCode: string;
/** Pipeline stage of the (single) interest. Omit for archived-only clients. */
stage?: PipelineStage;
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
/** Sub-status badges for the doc-signing stages (eoi / reservation / contract).
* Only meaningful when stage matches; otherwise null/undefined. */
eoiDocStatus?: 'sent' | 'signed';
reservationDocStatus?: 'sent' | 'signed';
contractDocStatus?: 'sent' | 'signed';
/** Index into BERTH_SNAPSHOT for the primary linked berth. */
berthIdx?: number;
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
/** Mark interest as won/lost when stage = contract+signed. */
outcome?: 'won' | 'lost_unqualified' | 'lost_no_response';
/** Archive the CLIENT after creation. When 'rich', fabricate
* archive_metadata so the smart-restore wizard surfaces reversals. */
archive?: 'simple' | 'rich';
/** Acquisition source - varied across the fixture set so the list view
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
* looks like a real funnel rather than a wall of "Manual". */
source?: 'website' | 'manual' | 'referral' | 'broker';
/** How long ago (in days) this client record was created. Spreads the
* "Created" column across realistic timestamps so list pages look like
* a real CRM with months of history rather than 12 rows all stamped
* with today's date. */
createdDaysAgo?: number;
}
/**
* Each spec produces exactly one client + one interest at the given
* stage. Clients are tagged so a Playwright test can locate them by
* either name (full name) or tag (substring after the dash).
*
* Berth indices map deterministically into the NocoDB snapshot which is
* pre-sorted: idx 0..4 available, 5..9 under_offer, 10..11 sold.
*/
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
/**
* Believable demo dataset - names, emails, phone numbers, addresses, and
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
* acquisition sources read like a real marina's prospect list rather
* than fixtures keyed on enum names. The `tag` field still carries the
* stage/role identity for selectors and intra-seed wiring; nothing in
* the rendered UI references it.
*
* Spread across acquisition sources, ages (3280 days), and countries
* so list / dashboard / kanban surfaces look populated and natural.
*/
const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
{
tag: 'open',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Olivia Sinclair',
email: 'olivia.sinclair@gmail.com',
phone: '+44 7700 900142',
countryIso: 'GB',
city: 'London',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: '14 Cheyne Walk',
postalCode: 'SW3 5RA',
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
stage: 'enquiry',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'website',
createdDaysAgo: 4,
// Open stage: no berth link yet
},
{
tag: 'details',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Daniel Whitaker',
email: 'daniel.whitaker@outlook.com',
phone: '+1 305 555 0182',
countryIso: 'US',
city: 'Miami',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: '880 Brickell Bay Drive',
postalCode: '33131',
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
stage: 'enquiry',
berthIdx: 0,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'broker',
createdDaysAgo: 12,
},
{
tag: 'comms',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Carla Mendoza',
email: 'carla.mendoza@gmail.com',
phone: '+34 971 555 028',
countryIso: 'ES',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
city: 'Palma de Mallorca',
street: 'Carrer de Sant Magí 23',
postalCode: '07013',
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
stage: 'qualified',
berthIdx: 5,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'referral',
createdDaysAgo: 28,
},
{
tag: 'eoi-sent',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Marco Bianchi',
email: 'marco.bianchi@libero.it',
phone: '+39 010 8740 215',
countryIso: 'IT',
city: 'Genoa',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Via XX Settembre 47',
postalCode: '16121',
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
stage: 'eoi',
eoiDocStatus: 'sent',
berthIdx: 6,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'broker',
createdDaysAgo: 45,
},
{
tag: 'eoi-signed',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Sara Laurent',
email: 'sara.laurent@orange.fr',
phone: '+33 4 93 92 18 47',
countryIso: 'FR',
city: 'Nice',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: '8 Promenade des Anglais',
postalCode: '06000',
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
stage: 'eoi',
eoiDocStatus: 'signed',
berthIdx: 7,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'website',
createdDaysAgo: 72,
},
{
tag: 'deposit',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Nikolas Papadakis',
email: 'n.papadakis@gmail.com',
phone: '+30 210 8945 612',
countryIso: 'GR',
city: 'Athens',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Vouliagmenis Avenue 142',
postalCode: '16674',
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
stage: 'deposit_paid',
berthIdx: 8,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'referral',
createdDaysAgo: 95,
},
{
tag: 'contract-sent',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Connor Murphy',
email: 'connor.murphy@me.com',
phone: '+353 1 555 0184',
countryIso: 'IE',
city: 'Dublin',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: '12 Merrion Square North',
postalCode: 'D02 E2X3',
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
stage: 'contract',
contractDocStatus: 'sent',
berthIdx: 9,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'manual',
createdDaysAgo: 118,
},
{
tag: 'contract-signed',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Carmen Costa',
email: 'carmen.costa@sapo.pt',
phone: '+351 21 386 4520',
countryIso: 'PT',
city: 'Lisbon',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Rua Garrett 88',
postalCode: '1200-205',
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
stage: 'contract',
contractDocStatus: 'signed',
berthIdx: 4,
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'broker',
createdDaysAgo: 156,
},
{
tag: 'completed-won',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Carlos Vega',
email: 'carlos.vega@gmail.com',
phone: '+507 6612 4485',
countryIso: 'PA',
city: 'Panama City',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Calle 50, Torre Banistmo Piso 18',
postalCode: '0816',
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
stage: 'contract',
contractDocStatus: 'signed',
berthIdx: 10,
outcome: 'won',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'referral',
createdDaysAgo: 245,
},
{
tag: 'completed-lost',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Hannah Schmidt',
email: 'hannah.schmidt@gmx.de',
phone: '+49 40 4286 9152',
countryIso: 'DE',
city: 'Hamburg',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Alsterufer 28',
postalCode: '20354',
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
stage: 'enquiry',
berthIdx: 1,
outcome: 'lost_unqualified',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'website',
createdDaysAgo: 84,
},
{
tag: 'archived-simple',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Anna de Jong',
email: 'anna.dejong@kpn.nl',
phone: '+31 20 624 7185',
countryIso: 'NL',
city: 'Amsterdam',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Herengracht 412',
postalCode: '1017 BX',
archive: 'simple',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'website',
createdDaysAgo: 201,
},
{
tag: 'archived-rich',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
fullName: 'Rita Vermeulen',
email: 'rita.vermeulen@telenet.be',
phone: '+32 3 226 8420',
countryIso: 'BE',
city: 'Antwerp',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
street: 'Meir 102',
postalCode: '2000',
archive: 'rich',
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
source: 'broker',
createdDaysAgo: 280,
},
];
export async function seedSyntheticPortData(
portId: string,
portSlug: string,
): Promise<SyntheticSeedSummary | null> {
const existing = await db
.select({ id: clients.id })
.from(clients)
.where(eq(clients.portId, portId))
.limit(1);
if (existing.length > 0) {
console.log(` [${portSlug}] already seeded (clients exist), skipping.`);
return null;
}
return withTransaction(async (tx) => {
// ── 1. Berths ───────────────────────────────────────────────────────────
// Same NocoDB snapshot as the realistic seed so the public map keeps
// working. We override status for the moorings we link to so the
// dossier UI shows the expected stake levels (under_offer / sold).
const berthRows = await tx
.insert(berths)
.values(
BERTH_SNAPSHOT.map((b) => ({
portId,
mooringNumber: b.mooringNumber,
area: b.area,
status: b.status,
lengthFt: b.lengthFt != null ? String(b.lengthFt) : null,
widthFt: b.widthFt != null ? String(b.widthFt) : null,
draftFt: b.draftFt != null ? String(b.draftFt) : null,
lengthM: b.lengthM != null ? String(b.lengthM) : null,
widthM: b.widthM != null ? String(b.widthM) : null,
draftM: b.draftM != null ? String(b.draftM) : null,
widthIsMinimum: b.widthIsMinimum,
nominalBoatSize: b.nominalBoatSize != null ? String(b.nominalBoatSize) : null,
nominalBoatSizeM: b.nominalBoatSizeM != null ? String(b.nominalBoatSizeM) : null,
waterDepth: b.waterDepth != null ? String(b.waterDepth) : null,
waterDepthM: b.waterDepthM != null ? String(b.waterDepthM) : null,
waterDepthIsMinimum: b.waterDepthIsMinimum,
sidePontoon: b.sidePontoon,
powerCapacity: b.powerCapacity != null ? String(b.powerCapacity) : null,
voltage: b.voltage != null ? String(b.voltage) : null,
mooringType: b.mooringType,
cleatType: b.cleatType,
cleatCapacity: b.cleatCapacity,
bollardType: b.bollardType,
bollardCapacity: b.bollardCapacity,
access: b.access,
price: b.price != null ? String(b.price) : null,
priceCurrency: 'USD',
bowFacing: b.bowFacing,
berthApproved: b.berthApproved,
statusOverrideMode: b.statusOverrideMode,
tenureType: 'permanent' as const,
})),
)
.returning({ id: berths.id, status: berths.status, mooringNumber: berths.mooringNumber });
// ── 2. Companies (one active, one with multiple memberships) ────────────
const companyRows = await tx
.insert(companies)
.values([
{
portId,
name: 'Test Charter Co.',
legalName: 'Test Charter Company Ltd.',
taxId: `TC-${portSlug}-001`,
registrationNumber: 'TC-2024-0001',
incorporationCountryIso: 'GB',
incorporationDate: new Date('2024-01-01'),
status: 'active',
billingEmail: 'billing@testcharter.test.local',
notes: 'Synthetic test company - has multiple member clients.',
},
])
.returning({ id: companies.id, name: companies.name });
const charterCoId = companyRows[0]!.id;
await tx.insert(companyAddresses).values([
{
companyId: charterCoId,
portId,
label: 'Head Office',
streetAddress: '1 Test Street',
city: 'London',
subdivisionIso: null,
postalCode: 'W1A 1AA',
countryIso: 'GB',
isPrimary: true,
},
]);
// ── 3. Clients ──────────────────────────────────────────────────────────
const clientRows = await tx
.insert(clients)
.values(
feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul Major interest workflow expansion driven by the rapid-fire UX session. EOI / Contract / Reservation tabs replace the generic Documents tab when the deal is at the relevant stage — workspace pattern with active-doc hero, signing progress, paper-signed upload, and history strip. Stage- conditional visibility wired through interest-tabs.tsx so the tab set shrinks/expands as the deal moves through the pipeline. Contact log: per-interaction structured log (channel/direction/summary/ optional follow-up reminder). New `interest_contact_log` table + service + tab UI (timeline with channel-coded icons + compose dialog). auto-creates a reminder when followUpAt is set. Berth Interest milestone: first milestone in the OverviewTab's pipeline strip, completes the moment any berth is linked via the junction. Drives the "have we captured what they want?" sanity check for general_interest leads before they move to EOI. Stage-conditional milestones: past phases collapse into a one-liner strip, current phase expands, future phases hide behind a "Show upcoming" toggle. Inline stage picker now defers reason capture to an override-confirm view (only required for illegal transitions, not the default flow). Notes blob → threaded: dropped `interests.notes` column entirely; the threaded `interest_notes` table is the single source of truth. Latest- note teaser on Overview links into the dedicated Notes tab. Polymorphic notes service gains aggregated client view (unions client + interest + yacht notes with source chips and group-by-source toggle). Berth interest list overhaul: - Configurable columns via ColumnPicker (18 toggleable, 5 default-on) - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2) - Per-letter row tinting via colored left-border accent + dot in cell - Documents tab merged Files (single attachments section) Topbar improvements: - Always-visible back arrow on detail pages (path depth > 2) - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can push their entity hierarchy (Clients › Mary Smith › Interest › B17) - Tighter spacing, softer separators, 160px crumb truncation DataTable upgrades: - Page-size selector with All option (validator cap raised to 1000) - getRowClassName slot for per-row styling (used by berth tinting) - Fixed Radix SelectItem crash on empty-string values via __any__ sentinel (was crashing every list page that opened a select filter) Interest list: - Configurable columns picker - Stage cell clickable into detail - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons - Save view moved into ColumnPicker menu; Views button hidden when no views are saved - Pipeline kanban board endpoint at /api/v1/interests/board with minimal projection, 5000-row cap + truncated banner, filter pass-through Mobile chrome + sidebar collapse removed (always-expanded design choice). User management lists super-admins (was inner-joined on user_port_roles which excluded global super-admins). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 20:59:28 +02:00
PIPELINE_CLIENTS.map((spec) => {
const created =
spec.createdDaysAgo !== undefined ? daysAgo(spec.createdDaysAgo) : new Date();
return {
portId,
fullName: spec.fullName,
nationalityIso: spec.countryIso,
preferredContactMethod: 'email' as const,
preferredLanguage: 'en',
source: spec.source ?? ('manual' as const),
// Override the schema default so the list page shows a
// realistic range of "Created" timestamps rather than 12
// rows all stamped with today's date. updated_at gets the
// same value so sorted-by-recency lists put the freshest
// records first.
createdAt: created,
updatedAt: created,
};
}),
)
.returning({ id: clients.id, fullName: clients.fullName });
const idByTag = new Map<string, string>();
PIPELINE_CLIENTS.forEach((spec, i) => idByTag.set(spec.tag, clientRows[i]!.id));
// Contacts
const contactValues: Array<typeof clientContacts.$inferInsert> = [];
PIPELINE_CLIENTS.forEach((spec, i) => {
const cid = clientRows[i]!.id;
contactValues.push({
clientId: cid,
channel: 'email',
value: spec.email,
label: 'primary',
isPrimary: true,
});
contactValues.push({
clientId: cid,
channel: 'phone',
value: spec.phone,
label: 'primary',
isPrimary: false,
});
});
await tx.insert(clientContacts).values(contactValues);
// Addresses
await tx.insert(clientAddresses).values(
PIPELINE_CLIENTS.map((spec, i) => ({
clientId: clientRows[i]!.id,
portId,
label: 'Primary',
streetAddress: spec.street,
city: spec.city,
subdivisionIso: null,
postalCode: spec.postalCode,
countryIso: spec.countryIso,
isPrimary: true,
})),
);
// ── 4. Yachts (the completed-won client gets one) ───────────────────────
const completedWonId = idByTag.get('completed-won')!;
const charterYachtRow = await tx
.insert(yachts)
.values([
{
portId,
name: 'Test Wanderer',
hullNumber: 'TW-001',
flag: 'PA',
yearBuilt: 2018,
builder: 'Synthetic Yard',
model: 'Cruiser 50',
lengthFt: '50',
widthFt: '15',
draftFt: '6',
currentOwnerType: 'client' as const,
currentOwnerId: completedWonId,
status: 'active' as const,
notes: 'Owned by the completed-won test client.',
},
{
portId,
name: 'Charter Co. Flagship',
hullNumber: 'CC-FLAG-001',
flag: 'GB',
yearBuilt: 2022,
builder: 'Synthetic Yard',
model: 'Sailing Yacht 55',
lengthFt: '55',
widthFt: '17',
draftFt: '7',
currentOwnerType: 'company' as const,
currentOwnerId: charterCoId,
status: 'active' as const,
notes: 'Owned by Test Charter Co.',
},
])
.returning({ id: yachts.id, name: yachts.name });
await tx.insert(yachtOwnershipHistory).values([
{
yachtId: charterYachtRow[0]!.id,
ownerType: 'client',
ownerId: completedWonId,
startDate: daysAgo(180),
endDate: null,
transferReason: null,
transferNotes: null,
createdBy: SUPER_ADMIN_USER_ID,
},
{
yachtId: charterYachtRow[1]!.id,
ownerType: 'company',
ownerId: charterCoId,
startDate: daysAgo(365),
endDate: null,
transferReason: null,
transferNotes: null,
createdBy: SUPER_ADMIN_USER_ID,
},
]);
// ── 5. Memberships (link a couple of clients to Test Charter Co.) ──────
const dirClientId = idByTag.get('contract-sent')!;
const officerClientId = idByTag.get('eoi-signed')!;
await tx.insert(companyMemberships).values([
{
companyId: charterCoId,
clientId: dirClientId,
role: 'director',
roleDetail: 'Test director',
startDate: daysAgo(120),
endDate: null,
isPrimary: true,
},
{
companyId: charterCoId,
clientId: officerClientId,
role: 'officer',
roleDetail: 'Test officer',
startDate: daysAgo(90),
endDate: null,
isPrimary: false,
},
]);
// ── 6. Berth status overrides for linked moorings ───────────────────────
// Match the dossier classification to the berth's pipeline stage.
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
// Sold = contract+signed+won. Under offer = active berth-bearing stages
// (eoi / reservation / deposit_paid / contract-not-yet-won).
const stageToBerthStatus = (
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
spec: SyntheticClientSpec,
): 'available' | 'under_offer' | 'sold' | 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
const stage = spec.stage;
if (!stage) return 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
if (stage === 'contract' && spec.contractDocStatus === 'signed' && spec.outcome === 'won') {
return 'sold';
}
if (
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
stage === 'eoi' ||
stage === 'reservation' ||
stage === 'deposit_paid' ||
stage === 'contract'
) {
return 'under_offer';
}
return null;
};
for (const spec of PIPELINE_CLIENTS) {
if (spec.berthIdx === undefined) continue;
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 newStatus = stageToBerthStatus(spec);
if (!newStatus) continue;
const berthId = berthRows[spec.berthIdx]!.id;
await tx.update(berths).set({ status: newStatus }).where(eq(berths.id, berthId));
}
// ── 7. Interests + interest_berths ──────────────────────────────────────
let interestCount = 0;
for (const spec of PIPELINE_CLIENTS) {
if (!spec.stage) continue;
const clientId = idByTag.get(spec.tag)!;
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
// Derive deal age from the (stage, doc-sub-status) pair so a
// contract+signed+won record looks older than a brand-new enquiry.
const stageDaysAgoMap: Record<PipelineStage, number> = {
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
enquiry: 5,
qualified: 10,
nurturing: 30,
eoi: spec.eoiDocStatus === 'signed' ? 35 : 20,
reservation: 50,
deposit_paid: 60,
contract: spec.outcome === 'won' ? 200 : spec.contractDocStatus === 'signed' ? 110 : 80,
};
const ageDays = stageDaysAgoMap[spec.stage];
const yachtId = spec.tag === 'completed-won' ? charterYachtRow[0]!.id : 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
// Stage-progression flags so the date_* timestamps cascade correctly.
// Anything past "eoi+sent" implies the EOI was at least sent.
const eoiReached =
spec.stage === 'eoi' ||
spec.stage === 'reservation' ||
spec.stage === 'deposit_paid' ||
spec.stage === 'contract';
const eoiSigned =
(spec.stage === 'eoi' && spec.eoiDocStatus === 'signed') ||
spec.stage === 'reservation' ||
spec.stage === 'deposit_paid' ||
spec.stage === 'contract';
const [intRow] = await tx
.insert(interests)
.values({
portId,
clientId,
yachtId,
pipelineStage: spec.stage,
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
eoiDocStatus: spec.eoiDocStatus ?? (eoiSigned ? 'signed' : null),
reservationDocStatus: spec.reservationDocStatus ?? null,
contractDocStatus: spec.contractDocStatus ?? null,
leadCategory:
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
spec.stage === 'enquiry'
? 'general_interest'
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
: spec.stage === 'qualified' || spec.stage === 'nurturing'
? 'specific_qualified'
: 'hot_lead',
source: 'manual' as const,
dateFirstContact: daysAgo(ageDays),
dateLastContact: daysAgo(Math.max(0, ageDays - 2)),
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
dateEoiSent: eoiReached ? daysAgo(Math.max(0, ageDays - 5)) : null,
dateEoiSigned: eoiSigned ? daysAgo(Math.max(0, ageDays - 10)) : null,
eoiStatus:
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
spec.stage === 'eoi' && spec.eoiDocStatus === 'sent'
? 'waiting_for_signatures'
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
: eoiSigned
? 'signed'
: null,
outcome: spec.outcome ?? null,
outcomeAt: spec.outcome ? daysAgo(7) : null,
outcomeReason:
spec.outcome === 'lost_unqualified' ? 'Synthetic test: not qualified.' : null,
})
.returning({ id: interests.id });
interestCount += 1;
if (spec.berthIdx !== undefined) {
const berthId = berthRows[spec.berthIdx]!.id;
await tx.insert(interestBerths).values({
interestId: intRow!.id,
berthId,
isPrimary: true,
isSpecificInterest: true,
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
isInEoiBundle: spec.stage !== 'enquiry' && spec.stage !== 'qualified',
addedBy: SUPER_ADMIN_USER_ID,
});
}
}
// ── 8. Multi-interest client ────────────────────────────────────────────
// Adds a second interest to "carla.comms" so the dossier shows
// multiple deals on the same client.
const carlaId = idByTag.get('comms')!;
const [secondInt] = await tx
.insert(interests)
.values({
portId,
clientId: carlaId,
yachtId: 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
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'website' as const,
dateFirstContact: daysAgo(2),
dateLastContact: daysAgo(1),
})
.returning({ id: interests.id });
await tx.insert(interestBerths).values({
interestId: secondInt!.id,
berthId: berthRows[2]!.id,
isPrimary: true,
isSpecificInterest: true,
isInEoiBundle: false,
addedBy: SUPER_ADMIN_USER_ID,
});
// ── 9. Reservations ─────────────────────────────────────────────────────
// One active reservation on the under_offer berth held by Carla,
// one cancelled on an available berth.
feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI) 73-file atomic rename per docs/tenancies-design.md: - Migration 0085: rename table + indexes + FK constraints; rename documents.reservation_id → tenancy_id; migrate jsonb permission maps (reservations resource → tenancies; collapse create+activate → manage); rewrite historical audit_logs.entity_type='berth_reservation' → 'berth_tenancy'. FK renames wrapped in DO blocks so dev DBs that pre-date the FK additions don't abort. - Schema: berthReservations → berthTenancies; BerthReservation type → BerthTenancy; indexes idx_br_* / idx_brr_* → idx_bt_*. - RolePermissions: resource { view, create, activate, cancel } collapses to { view, manage, cancel }; all 8 default seed bundles + role-form + matrix updated. - Service: berth-reservations.service.ts → berth-tenancies.service.ts; endReservation → endTenancy; listReservations → listTenancies. - API: /api/v1/berth-reservations → /api/v1/tenancies (+ nested [id]); /api/v1/berths/[id]/reservations → /api/v1/berths/[id]/tenancies. - Validators: reservations.ts → tenancies.ts; RESERVATION_STATUSES → TENANCY_STATUSES; endReservationSchema → endTenancySchema. - Routes: /{portSlug}/berth-reservations → /{portSlug}/tenancies; /portal/my-reservations → /portal/my-tenancies. - Components: src/components/reservations/* → src/components/tenancies/*; BerthReservationsTab → BerthTenanciesTab; ClientReservationsTab → ClientTenanciesTab; ReservationList → TenancyList. - Socket events: berth_reservation:* → berth_tenancy:*; payload reservationId → tenancyId. - Webhook events: berth_reservation.* → berth_tenancy.*. - Portal: getPortalUserReservations → getPortalUserTenancies; PortalReservation → PortalTenancy; PortalDashboard.counts.activeReservations → activeTenancies; PortalNav label "Reservations" → "Tenancies". - Dossier: DossierReservation → DossierTenancy; reservationDecisions → tenancyDecisions across smart-archive-dialog + bulk-archive routes. - Documents schema: documents.reservationId → documents.tenancyId (TS + DB column + index + FK constraint). - Activity feed label berth_reservation → berth_tenancy (matched against migrated historical audit rows). KEPT (separate concepts): - Reservation Agreement document type (the contract sent to clients). - "Reservation" pipeline stage name. - {{reservation.*}} merge tokens in template authoring. - interest.reservationStatus / reservationDocStatus / dateReservationSent fields (track agreement signing on the deal). - reservation-agreement-context.ts service (builds merge context for the Reservation Agreement doc; only its DB imports were renamed). Verified: tsc clean, 1480/1480 vitest passing, migration applied. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 15:09:35 +02:00
// berthTenancies requires a yacht - wire both to the charter co.
// flagship since Carla / Olivia don't own yachts yet.
const sharedYachtId = charterYachtRow[1]!.id;
feat(tenancies-p2): rename berth_reservations → berth_tenancies (schema + perms + UI) 73-file atomic rename per docs/tenancies-design.md: - Migration 0085: rename table + indexes + FK constraints; rename documents.reservation_id → tenancy_id; migrate jsonb permission maps (reservations resource → tenancies; collapse create+activate → manage); rewrite historical audit_logs.entity_type='berth_reservation' → 'berth_tenancy'. FK renames wrapped in DO blocks so dev DBs that pre-date the FK additions don't abort. - Schema: berthReservations → berthTenancies; BerthReservation type → BerthTenancy; indexes idx_br_* / idx_brr_* → idx_bt_*. - RolePermissions: resource { view, create, activate, cancel } collapses to { view, manage, cancel }; all 8 default seed bundles + role-form + matrix updated. - Service: berth-reservations.service.ts → berth-tenancies.service.ts; endReservation → endTenancy; listReservations → listTenancies. - API: /api/v1/berth-reservations → /api/v1/tenancies (+ nested [id]); /api/v1/berths/[id]/reservations → /api/v1/berths/[id]/tenancies. - Validators: reservations.ts → tenancies.ts; RESERVATION_STATUSES → TENANCY_STATUSES; endReservationSchema → endTenancySchema. - Routes: /{portSlug}/berth-reservations → /{portSlug}/tenancies; /portal/my-reservations → /portal/my-tenancies. - Components: src/components/reservations/* → src/components/tenancies/*; BerthReservationsTab → BerthTenanciesTab; ClientReservationsTab → ClientTenanciesTab; ReservationList → TenancyList. - Socket events: berth_reservation:* → berth_tenancy:*; payload reservationId → tenancyId. - Webhook events: berth_reservation.* → berth_tenancy.*. - Portal: getPortalUserReservations → getPortalUserTenancies; PortalReservation → PortalTenancy; PortalDashboard.counts.activeReservations → activeTenancies; PortalNav label "Reservations" → "Tenancies". - Dossier: DossierReservation → DossierTenancy; reservationDecisions → tenancyDecisions across smart-archive-dialog + bulk-archive routes. - Documents schema: documents.reservationId → documents.tenancyId (TS + DB column + index + FK constraint). - Activity feed label berth_reservation → berth_tenancy (matched against migrated historical audit rows). KEPT (separate concepts): - Reservation Agreement document type (the contract sent to clients). - "Reservation" pipeline stage name. - {{reservation.*}} merge tokens in template authoring. - interest.reservationStatus / reservationDocStatus / dateReservationSent fields (track agreement signing on the deal). - reservation-agreement-context.ts service (builds merge context for the Reservation Agreement doc; only its DB imports were renamed). Verified: tsc clean, 1480/1480 vitest passing, migration applied. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 15:09:35 +02:00
await tx.insert(berthTenancies).values([
{
portId,
berthId: berthRows[5]!.id,
clientId: carlaId,
yachtId: sharedYachtId,
startDate: daysAgo(10),
endDate: null,
status: 'active',
notes: 'Synthetic active reservation.',
createdBy: SUPER_ADMIN_USER_ID,
},
{
portId,
berthId: berthRows[3]!.id,
clientId: idByTag.get('open')!,
yachtId: sharedYachtId,
startDate: daysAgo(30),
endDate: daysAgo(20),
status: 'cancelled',
notes: 'Synthetic cancelled reservation.',
createdBy: SUPER_ADMIN_USER_ID,
},
]);
// ── 10. Apply archive metadata for Anna + Rita ──────────────────────────
const annaId = idByTag.get('archived-simple')!;
await tx
.update(clients)
.set({
archivedAt: daysAgo(30),
// archived_by FK references the better-auth user table; the
// synthetic super-admin is just a profile placeholder so we
// leave this null. Field is set to the actual operator id by
// the smart-archive service in production code paths.
archivedBy: null,
archiveReason: '',
archiveMetadata: null,
})
.where(eq(clients.id, annaId));
// Rich-archive: fabricate a metadata payload that the smart-restore
// wizard will surface as auto-reversible (berth still available) +
// opt-in-to-undo (yacht transferred).
const ritaId = idByTag.get('archived-rich')!;
const richMetadata: ArchiveMetadata = {
decisions: [
{
kind: 'berth_released',
refId: berthRows[2]!.id,
detail: { mooringNumber: berthRows[2]!.mooringNumber },
},
{
kind: 'yacht_transferred',
refId: charterYachtRow[1]!.id,
detail: { newOwnerType: 'company', newOwnerId: charterCoId },
},
],
decidedAt: daysAgo(20).toISOString(),
decidedBy: SUPER_ADMIN_USER_ID,
reason: 'Synthetic rich-archive for restore wizard testing.',
};
await tx
.update(clients)
.set({
archivedAt: daysAgo(20),
archivedBy: null,
archiveReason: richMetadata.reason,
archiveMetadata: richMetadata,
})
.where(eq(clients.id, ritaId));
// ── 11. Residential pipeline (one per stage cluster) ────────────────────
const residentialRows = await tx
.insert(residentialClients)
.values([
{
portId,
fullName: 'Robert Resident',
email: 'robert.resident@test.local',
phone: '+1 555 020 0001',
source: 'website' as const,
notes: 'Synthetic residential lead.',
},
{
portId,
fullName: 'Rina Resident',
email: 'rina.resident@test.local',
phone: '+1 555 020 0002',
source: 'referral' as const,
notes: 'Synthetic residential lead - qualified.',
},
])
.returning({ id: residentialClients.id });
await tx.insert(residentialInterests).values([
{
portId,
residentialClientId: residentialRows[0]!.id,
pipelineStage: 'new',
notes: 'Synthetic residential interest at "new" stage.',
dateFirstContact: daysAgo(2),
},
{
portId,
residentialClientId: residentialRows[1]!.id,
pipelineStage: 'contacted',
notes: 'Synthetic residential interest at "contacted" stage.',
dateFirstContact: daysAgo(7),
dateLastContact: daysAgo(2),
},
]);
return {
berths: berthRows.length,
clients: clientRows.length,
interests: interestCount + 1, // +1 for Carla's second interest
companies: 1,
yachts: charterYachtRow.length,
residentialClients: residentialRows.length,
} satisfies SyntheticSeedSummary;
});
}