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

@@ -1,9 +1,9 @@
'use client';
import { useState } from 'react';
import { useMemo, useState } from 'react';
import { useParams } from 'next/navigation';
import { Plus, Download, FileText, FileSpreadsheet } from 'lucide-react';
import { useMutation, useQueryClient } from '@tanstack/react-query';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import { Button } from '@/components/ui/button';
import {
@@ -21,7 +21,7 @@ import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog
import { PermissionGate } from '@/components/shared/permission-gate';
import { ExpenseFormDialog } from '@/components/expenses/expense-form-dialog';
import { ExpenseCard } from '@/components/expenses/expense-card';
import { expenseFilterDefinitions } from '@/components/expenses/expense-filters';
import { buildExpenseFilterDefinitions } from '@/components/expenses/expense-filters';
import { getExpenseColumns, type ExpenseRow } from '@/components/expenses/expense-columns';
import { useCreateFromUrl } from '@/hooks/use-create-from-url';
import { usePaginatedQuery } from '@/hooks/use-paginated-query';
@@ -33,6 +33,18 @@ export default function ExpensesPage() {
const portSlug = params?.portSlug ?? '';
const queryClient = useQueryClient();
// Per-port category override. Falls back to shipped defaults until the
// vocab call resolves, so the filter bar always renders something.
const { data: vocab } = useQuery<{ data: Record<string, readonly string[]> }>({
queryKey: ['vocabularies'],
queryFn: () => apiFetch('/api/v1/vocabularies'),
staleTime: 5 * 60_000,
});
const filterDefs = useMemo(
() => buildExpenseFilterDefinitions(vocab?.data?.expense_categories),
[vocab],
);
const [createOpen, setCreateOpen] = useState(false);
useCreateFromUrl(() => setCreateOpen(true));
const [editExpense, setEditExpense] = useState<ExpenseRow | null>(null);
@@ -53,7 +65,7 @@ export default function ExpensesPage() {
} = usePaginatedQuery<ExpenseRow>({
queryKey: ['expenses'],
endpoint: '/api/v1/expenses',
filterDefinitions: expenseFilterDefinitions,
filterDefinitions: filterDefs,
});
useRealtimeInvalidation({
@@ -132,7 +144,7 @@ export default function ExpensesPage() {
/>
<FilterBar
filters={expenseFilterDefinitions}
filters={filterDefs}
values={filters}
onChange={setFilter}
onClear={clearFilters}