feat(post-audit): batch A+B quick-wins + audit-side residuals
Bundles the user-prioritised follow-ups from the post-audit punch-list.
Batch A — pipeline + EOI safety:
- §1.1 timeline buildAuditDescription renders diff fields ("leadCategory → hot_lead").
- §4.13 EOI rejection cascade: notification to assigned rep + audit row + rose banner.
- §4.10b finish doc-detail: SigningProgress reuse, linked-entity names (server-resolved),
per-event icons + tooltips + show-more in activity panel.
- §7.2 stage guidance card replaces empty Payments slot pre-reservation.
- §4.15 deal-pulse trigger audit (docs/deal-pulse-trigger-audit.md).
Batch B — UX consistency + docs:
- §1.4 quick log-contact button on interest header.
- §2.1 contact-log compose: Dialog → Sheet.
- §7.1 docs/deal-pulse explainer page; /docs/ in PUBLIC_PATHS.
- DocumentStatus now includes 'rejected' + 'declined' across constants, labels, tone maps.
Audit-side residuals:
- M-NEW-1 /me/ports skips port-context requirement.
- M-AU03 audit log CSV export endpoint + UI button.
- M-IN03 dead receipt-scanner.ts deleted; live path already per-port.
- M-P01 pg_trgm GIN indexes (migration 0071).
- §10.1 webhook tests verified passing (was stale).
Deferred per user direction:
- §11.3 email copy refactor (needs old-CRM reference).
- M-EM03 IMAP bounce-to-interest linking.
Tests: 1374/1374. tsc + lint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -49,6 +49,7 @@ import { InterestEoiTab } from '@/components/interests/interest-eoi-tab';
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import { InterestContactLogTab } from '@/components/interests/interest-contact-log-tab';
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import { QualificationChecklist } from '@/components/interests/qualification-checklist';
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import { PaymentsSection } from '@/components/interests/payments-section';
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import { StageGuidanceCard } from '@/components/interests/stage-guidance-card';
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import { SkipAheadBanner } from '@/components/interests/skip-ahead-banner';
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import { InterestBerthStatusBanner } from '@/components/interests/interest-berth-status-banner';
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import { InterestContractTab } from '@/components/interests/interest-contract-tab';
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@@ -836,12 +837,20 @@ function OverviewTab({
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stage: no deposit is expected yet, so the empty card is just
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noise — the next-milestone card carries the actionable copy
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instead. */}
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{showPaymentsSection && (
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{showPaymentsSection ? (
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<PaymentsSection
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interestId={interestId}
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depositExpectedAmount={interest.depositExpectedAmount ?? null}
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depositExpectedCurrency={interest.depositExpectedCurrency ?? null}
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/>
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) : (
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// §7.2: replace the empty Payments slot with a stage-aware
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// "next step" card on pre-reservation stages so the rep gets
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// an actionable prompt instead of dead space.
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<StageGuidanceCard
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stage={interest.pipelineStage as PipelineStage}
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hasLinkedBerth={(interest.linkedBerthCount ?? 0) > 0}
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/>
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)}
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{/* Sales-process milestones — phase-aware so the user only sees
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