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:
2026-05-18 14:22:11 +02:00
parent 4b5f85cb7d
commit 0f99f054b3
21 changed files with 1399 additions and 258 deletions

View File

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