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

@@ -35,6 +35,7 @@ export function BerthList() {
setSort,
filters,
setFilter,
setAllFilters,
clearFilters,
setPage,
setPageSize,
@@ -62,35 +63,37 @@ export function BerthList() {
// No "New" button - berths are import-only
/>
<div className="flex items-center gap-2 flex-wrap">
<FilterBar
// Search is hoisted out of the popover into the inline input
// below — keeps the daily "find by mooring/area" lookup one
// tap away instead of buried behind the Filters dropdown.
filters={berthFilterDefinitions.filter((d) => d.key !== 'search')}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
<Input
type="search"
inputMode="search"
placeholder="Search mooring or area…"
aria-label="Search berths"
value={(filters.search as string | undefined) ?? ''}
onChange={(e) => setFilter('search', e.target.value || undefined)}
// flex-1 + min-w-0 lets the input expand to fill the row's
// remaining width on mobile (where space is at a premium).
// sm:max-w-xs caps it at 320px on desktop so it doesn't grow
// absurdly wide on a 2k monitor.
className="h-8 min-w-0 flex-1 sm:max-w-xs"
/>
<div className="ml-auto flex items-center gap-2">
{/* Toolbar — two halves separated by `justify-between` so the
Columns + Saved-views actions stay pinned to the right edge of
the row at every width. The previous `ml-auto` trick didn't
survive flex-wrap on intermediate widths — the actions ended
up centered. */}
<div className="flex items-center gap-2 flex-wrap justify-between">
<div className="flex items-center gap-2 flex-wrap min-w-0 flex-1">
<FilterBar
// Search is hoisted out of the popover into the inline input
// below — keeps the daily "find by mooring/area" lookup one
// tap away instead of buried behind the Filters dropdown.
filters={berthFilterDefinitions.filter((d) => d.key !== 'search')}
values={filters}
onChange={setFilter}
onClear={clearFilters}
/>
<Input
type="search"
inputMode="search"
placeholder="Search mooring or area…"
aria-label="Search berths"
value={(filters.search as string | undefined) ?? ''}
onChange={(e) => setFilter('search', e.target.value || undefined)}
className="h-8 min-w-0 flex-1 sm:max-w-xs"
/>
</div>
<div className="flex items-center gap-2 ml-auto">
<SavedViewsDropdown
entityType="berths"
onApplyView={(savedFilters, _savedSort) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, value]) => setFilter(key, value));
setAllFilters(savedFilters);
}}
/>
<ColumnPicker columns={BERTH_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />