feat(pipeline): 9→7 stage refactor + v1.1 hardening wave

Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.

Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
  three doc-status columns, two documenso-id columns, and
  date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
  interest_qualifications (per-interest state), payments (deposit /
  balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
  the new stage + doc-status + outcome shape.

Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).

v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
       the contact-log compose dialog (useVoiceTranscription hook).
- C:   berth-rules-engine wraps state writes in pg_advisory_xact_lock
       with an idempotent re-read; emits rule_evaluated audit traces.
- D:   Documenso webhook: reservation/contract sub-status stamping
       moved out of the PDF-download try-block so a download failure
       no longer swallows the stamp. New integration test coverage.
- E:   /admin/qualification-criteria CRUD page + admin component.
- F:   default_new_interest_owner exposed in System Settings.
- G:   recentActivityCount + active_engagement deal-pulse signal
       surfaced as a chip on interests + hot-deals card.
- H:   interest_assigned notification on assignedTo change (skips
       self-assign, uses a dedupe key).

Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.

Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-14 03:39:21 +02:00
parent b10bf9bf8e
commit 6b28459c45
110 changed files with 5402 additions and 796 deletions

View File

@@ -1,5 +1,5 @@
import Link from 'next/link';
import { Bot, Receipt, FileText, Brain, ExternalLink } from 'lucide-react';
import { Bot, FileText, Brain, ExternalLink } from 'lucide-react';
import {
SettingsFormCard,
@@ -7,6 +7,7 @@ import {
} from '@/components/admin/shared/settings-form-card';
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { OcrSettingsForm } from '@/components/admin/ocr-settings-form';
const MASTER_FIELDS: SettingFieldDef[] = [
{
@@ -59,13 +60,6 @@ interface FeatureLink {
}
const FEATURE_LINKS: FeatureLink[] = [
{
href: '../ocr',
icon: Receipt,
title: 'Receipt OCR settings',
description:
'Provider, model, and confidence thresholds for the receipt scanner. AI fallback only runs when the on-device parser is uncertain.',
},
{
href: '../berth-pdf-parser',
icon: FileText,
@@ -103,6 +97,21 @@ export default function AiAdminPage() {
fields={PROVIDER_FIELDS}
/>
<Card>
<CardHeader>
<CardTitle className="text-base flex items-center gap-2">
<Bot className="h-4 w-4" /> Receipt OCR
</CardTitle>
<CardDescription>
Provider, model, and confidence thresholds for the receipt scanner. AI fallback only
runs when the on-device parser is uncertain.
</CardDescription>
</CardHeader>
<CardContent>
<OcrSettingsForm embedded />
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-base flex items-center gap-2">