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pn-new-crm/tests/e2e/exhaustive/10-sales-journey.spec.ts

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import { test, expect } from '@playwright/test';
import { login, apiHeaders, navigateTo, PORT_SLUG } from '../smoke/helpers';
import {
seedFullyLoadedDeal,
changeStage,
readStage,
type SeededDeal,
} from '../fixtures/sales-journey';
/**
* End-to-end sales journey deterministic half.
*
* Walks an interest through the full 7-stage pipeline
* (`src/lib/constants.ts → PIPELINE_STAGES`) and asserts every
* transition, plus the milestone side-effects that the CRM surfaces
* without needing any external service:
*
* enquiry qualified nurturing eoi reservation
* deposit_paid contract
*
* The Documenso-dependent legs (real EOI / reservation / contract
* signing webhooks) are covered separately by
* `tests/e2e/realapi/sales-journey-signing.spec.ts`, which skips when
* the Documenso env is absent. Here we drive the same stage transitions
* deterministically through the `/stage` API + record the deposit and
* create the tenancy + flip the berth to sold via their own endpoints,
* so the spec is self-contained and reproducible in CI.
*/
test.describe('exhaustive: end-to-end sales journey (deterministic)', () => {
test.beforeEach(async ({ page }) => {
await login(page, 'super_admin');
});
test('walks an interest through every pipeline stage', async ({ page }) => {
const headers = await apiHeaders(page);
const deal: SeededDeal = await seedFullyLoadedDeal(page, 'Journey');
// Fresh interest starts in Enquiry.
expect(await readStage(page.request, headers, deal.interestId)).toBe('enquiry');
// The yacht is linked at seed time, so leaving Enquiry is allowed;
// the berth is priced, so the priced-stage gate passes too. Walk the
// canonical forward path one legal transition at a time.
const path = [
'qualified',
'nurturing',
'eoi',
'reservation',
'deposit_paid',
'contract',
] as const;
for (const stage of path) {
await changeStage(page.request, headers, deal.interestId, stage);
expect(
await readStage(page.request, headers, deal.interestId),
`interest should now be at ${stage}`,
).toBe(stage);
}
});
test('illegal stage skip is rejected by the transition table', async ({ page }) => {
const headers = await apiHeaders(page);
const deal = await seedFullyLoadedDeal(page, 'Journey Skip');
// enquiry → contract is not in STAGE_TRANSITIONS['enquiry']; without
// an override the /stage route must reject it.
const res = await page.request.patch(`/api/v1/interests/${deal.interestId}/stage`, {
headers,
data: { pipelineStage: 'contract' },
});
expect(res.ok(), 'illegal skip should be rejected').toBe(false);
expect(res.status()).toBe(400);
// Interest stays put.
expect(await readStage(page.request, headers, deal.interestId)).toBe('enquiry');
});
test('records a deposit payment against the interest', async ({ page }) => {
const headers = await apiHeaders(page);
const deal = await seedFullyLoadedDeal(page, 'Journey Deposit');
// Advance to a stage where a deposit makes sense.
for (const stage of ['qualified', 'eoi', 'reservation'] as const) {
await changeStage(page.request, headers, deal.interestId, stage);
}
const depositRes = await page.request.post(`/api/v1/interests/${deal.interestId}/payments`, {
headers,
data: {
interestId: deal.interestId,
paymentType: 'deposit',
amount: '25000',
currency: 'EUR',
receivedAt: new Date().toISOString(),
},
});
expect(
depositRes.ok(),
`record deposit: ${depositRes.status()} ${await depositRes.text()}`,
).toBe(true);
// The payments read endpoint returns a running deposit total.
const listRes = await page.request.get(`/api/v1/interests/${deal.interestId}/payments`, {
headers,
});
expect(listRes.ok()).toBe(true);
const body = (await listRes.json()) as {
data: { payments: Array<{ amount: string; paymentType: string }>; depositTotal: string };
};
expect(body.data.payments.length).toBeGreaterThanOrEqual(1);
expect(Number(body.data.depositTotal)).toBeGreaterThanOrEqual(25000);
// Now the deposit is recorded, move the deal to deposit_paid.
await changeStage(page.request, headers, deal.interestId, 'deposit_paid');
expect(await readStage(page.request, headers, deal.interestId)).toBe('deposit_paid');
});
test('creating a tenancy and marking the berth sold completes the deal', async ({ page }) => {
const headers = await apiHeaders(page);
const deal = await seedFullyLoadedDeal(page, 'Journey Sold');
// Walk all the way to contract.
for (const stage of ['qualified', 'eoi', 'reservation', 'deposit_paid', 'contract'] as const) {
await changeStage(page.request, headers, deal.interestId, stage);
}
expect(await readStage(page.request, headers, deal.interestId)).toBe('contract');
// Create the (pending) berth tenancy tying client + yacht + berth.
const tenancyRes = await page.request.post(`/api/v1/berths/${deal.berthId}/tenancies`, {
headers,
data: {
berthId: deal.berthId,
clientId: deal.clientId,
yachtId: deal.yachtId,
interestId: deal.interestId,
startDate: new Date().toISOString(),
tenureType: 'permanent',
},
});
expect(
tenancyRes.ok(),
`create tenancy: ${tenancyRes.status()} ${await tenancyRes.text()}`,
).toBe(true);
const tenancy = (await tenancyRes.json()) as { data: { id: string; status: string } };
expect(tenancy.data.id).toBeTruthy();
// Flip the berth to sold (the contract-signed berth-rule does this
// automatically on the signing webhook; here we drive the same
// status transition explicitly).
const statusRes = await page.request.patch(`/api/v1/berths/${deal.berthId}/status`, {
headers,
data: {
status: 'sold',
reason: 'Contract signed — deal won',
interestId: deal.interestId,
},
});
expect(statusRes.ok(), `berth → sold: ${statusRes.status()} ${await statusRes.text()}`).toBe(
true,
);
const sold = (await statusRes.json()) as { data: { status: string } };
expect(sold.data.status).toBe('sold');
});
test('UI: interest detail page renders a stage indicator', async ({ page }) => {
const headers = await apiHeaders(page);
const deal = await seedFullyLoadedDeal(page, 'Journey UI');
await changeStage(page.request, headers, deal.interestId, 'qualified');
await navigateTo(page, `/interests/${deal.interestId}`);
await page.waitForURL(new RegExp(`/${PORT_SLUG}/interests/${deal.interestId}`), {
timeout: 10_000,
});
await page.waitForLoadState('networkidle');
// The detail header surfaces the stage; "Qualified" is the label for
// the stage we just set (STAGE_LABELS.qualified).
await expect(page.getByText(/qualified/i).first()).toBeVisible({ timeout: 10_000 });
});
});