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:
@@ -19,7 +19,12 @@ export type DocumentStatus =
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| 'partially_signed'
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| 'completed'
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| 'expired'
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| 'cancelled';
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| 'cancelled'
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// §4.13: Documenso writes 'rejected' (DOCUMENT_REJECTED webhook) and
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// some legacy paths use 'declined' for the same outcome. Surface both
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// so the rejection-banner check in interest-eoi-tab type-checks.
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| 'rejected'
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| 'declined';
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/**
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* Human label rendered in CRM UI (staff-facing). Use the portal-specific
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@@ -34,6 +39,8 @@ export const DOCUMENT_STATUS_LABELS: Record<DocumentStatus, string> = {
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completed: 'Signed',
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expired: 'Expired',
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cancelled: 'Cancelled',
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rejected: 'Declined',
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declined: 'Declined',
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};
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/**
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@@ -48,6 +55,8 @@ export const DOCUMENT_STATUS_LABELS_PORTAL: Record<DocumentStatus, string> = {
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completed: 'Signed',
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expired: 'Expired',
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cancelled: 'Cancelled',
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rejected: 'Declined',
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declined: 'Declined',
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};
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/**
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@@ -62,6 +71,8 @@ export const DOCUMENT_STATUS_PILL: Record<DocumentStatus, StatusPillStatus> = {
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completed: 'completed',
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expired: 'expired',
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cancelled: 'cancelled',
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rejected: 'rejected',
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declined: 'declined',
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};
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/**
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