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