fix(pipeline-refactor): purge stale 9-stage name references
Audit of every '*_sent' / '*_signed' / 'in_communication' / 'details_sent' / 'deposit_10pct' / 'completed' literal under src/ caught four genuinely broken sites that migration 0062 collapsed away but the runtime code never followed through on: 1. alert-rules.ts: `interest.stale` matched 'details_sent' / 'in_communication' / 'eoi_sent' — none of which exist post-migration. The alert never fired. Updated to the new mid-funnel canon (enquiry / qualified / nurturing). 2. berth-recommender.service.ts: TWO copies of the same stage-rank CASE (one for active history, one for fallthrough scoring) referenced the full legacy 8-stage ladder. Every WHEN missed → MAX(...) returned 0 → tier-ladder + heat-score logic collapsed silently. Rebuilt both against the 7-stage canon mirroring getHotDeals. 3. interests.service.ts: clearInterestOutcome reopen default was the dead 'in_communication'. Switched to 'qualified' (closest analog; rep can still override via data.reopenStage). Pre-fix, any reopened deal fell through safeStage() to 'enquiry'. 4. report-generators.ts: revenue-PDF "total completed" filter intersected pipeline_stage='completed' AND outcome='won'. The stage filter is redundant today (setInterestOutcome always writes 'completed' for terminal outcomes) and is brittle to the upcoming sentinel-stage cleanup. Dropped the stage filter — outcome='won' is the canonical money-changed-hands signal. Follow-up flagged: setInterestOutcome still writes pipeline_stage = 'completed' as a sentinel, which is non-canonical under the new 7-stage type (PIPELINE_STAGES doesn't include 'completed'). Migration 0062's intent is `outcome` carries terminal state forward; pipeline_stage stays in-canon. Cleaning up requires sweeping every consumer of pipeline_stage='completed' as a terminal marker — separate commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -74,9 +74,18 @@ async function reservationNoAgreement(portId: string): Promise<AlertCandidate[]>
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// Pipeline stuck in mid-funnel stages with no contact for 14+ days.
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async function interestStale(portId: string): Promise<AlertCandidate[]> {
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// Mid-funnel stages where silence is a problem. EOI/deposit/contract stages
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// have their own dedicated alerts (eoi.unsigned_long, deposit_overdue, etc.).
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const STALE_STAGES = ['details_sent', 'in_communication', 'eoi_sent'];
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// Mid-funnel stages where silence is a problem. EOI / reservation /
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// deposit / contract stages have their own dedicated alerts
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// (eoi.unsigned_long, reservation.no_agreement, deposit_overdue, etc.),
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// so this alert sits before signing kicks in.
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//
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// 2026-05-14 pipeline-refactor sweep: the prior values
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// ('details_sent', 'in_communication', 'eoi_sent') were collapsed by
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// migration 0062 into the 7-stage canon (enquiry / qualified /
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// nurturing / eoi / ...). Until this fix landed, this alert never
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// fired because no row in the new schema carried the dead stage
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// strings.
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const STALE_STAGES = ['enquiry', 'qualified', 'nurturing'];
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const rows = await db
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.select({
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id: interests.id,
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@@ -482,14 +482,13 @@ export async function recommendBerths(args: RecommendBerthsArgs): Promise<Recomm
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) AS lost_count,
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COALESCE(
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MAX(CASE i.pipeline_stage
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WHEN 'open' THEN 1
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WHEN 'details_sent' THEN 2
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WHEN 'in_communication' THEN 3
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WHEN 'eoi_sent' THEN 4
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WHEN 'eoi_signed' THEN 5
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WHEN 'deposit_10pct' THEN 6
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WHEN 'contract_sent' THEN 7
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WHEN 'contract_signed' THEN 8
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WHEN 'enquiry' THEN 1
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WHEN 'nurturing' THEN 2
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WHEN 'qualified' THEN 3
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WHEN 'eoi' THEN 4
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WHEN 'reservation' THEN 5
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WHEN 'deposit_paid' THEN 6
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WHEN 'contract' THEN 7
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ELSE 0 END
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) FILTER (WHERE i.archived_at IS NULL AND i.outcome IS NULL),
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0
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@@ -499,14 +498,13 @@ export async function recommendBerths(args: RecommendBerthsArgs): Promise<Recomm
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) AS latest_fallthrough_at,
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COALESCE(
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MAX(CASE i.pipeline_stage
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WHEN 'open' THEN 1
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WHEN 'details_sent' THEN 2
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WHEN 'in_communication' THEN 3
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WHEN 'eoi_sent' THEN 4
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WHEN 'eoi_signed' THEN 5
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WHEN 'deposit_10pct' THEN 6
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WHEN 'contract_sent' THEN 7
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WHEN 'contract_signed' THEN 8
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WHEN 'enquiry' THEN 1
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WHEN 'nurturing' THEN 2
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WHEN 'qualified' THEN 3
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WHEN 'eoi' THEN 4
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WHEN 'reservation' THEN 5
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WHEN 'deposit_paid' THEN 6
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WHEN 'contract' THEN 7
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ELSE 0 END
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) FILTER (WHERE i.outcome IS NOT NULL AND (i.outcome::text LIKE 'lost%' OR i.outcome = 'cancelled')),
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0
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@@ -1063,7 +1063,12 @@ export async function clearInterestOutcome(
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throw new ValidationError('Interest has no outcome to clear');
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}
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const reopenStage = data.reopenStage ?? 'in_communication';
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// Default reopen stage = qualified (closest analog of the legacy
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// 'in_communication' under the 7-stage pipeline; rep can override
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// via data.reopenStage). The legacy default was silently invalid
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// post-migration 0062 — reopened interests landed in a non-canonical
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// stage that fell through safeStage() to 'enquiry'.
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const reopenStage = data.reopenStage ?? 'qualified';
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const now = new Date();
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await db
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.update(interests)
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@@ -127,10 +127,12 @@ export async function fetchRevenueData(
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}
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// Total revenue from WON interests only. Reporting audit caught the
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// gap: setInterestOutcome forces pipelineStage='completed' for lost
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// AND cancelled outcomes too, so filtering by stage alone counted
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// those toward "TOTAL COMPLETED REVENUE". The outcome='won' filter is
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// the canonical money-changed-hands signal.
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// `outcome='won'` is the canonical money-changed-hands signal — won
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// deals can technically be set from any pipeline stage, and the legacy
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// belt-and-suspenders `pipeline_stage='completed'` filter is brittle to
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// future cleanup of the 'completed' sentinel-stage convention (see
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// PRE-DEPLOY-PLAN follow-ups). The outcome filter alone catches every
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// won deal regardless of the stage it closed at.
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const completedRevenue = await db
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.select({ total: sum(berths.price) })
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.from(interests)
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@@ -140,12 +142,7 @@ export async function fetchRevenueData(
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)
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.leftJoin(berths, eq(interestBerths.berthId, berths.id))
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.where(
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and(
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eq(interests.portId, portId),
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eq(interests.pipelineStage, 'completed'),
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eq(interests.outcome, 'won'),
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isNull(interests.archivedAt),
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),
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and(eq(interests.portId, portId), eq(interests.outcome, 'won'), isNull(interests.archivedAt)),
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);
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return {
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