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:
@@ -86,6 +86,7 @@ export function CompanyList() {
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setPageSize,
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filters,
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setFilter,
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setAllFilters,
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clearFilters,
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} = usePaginatedQuery<CompanyRow>({
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queryKey: ['companies'],
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@@ -144,8 +145,7 @@ export function CompanyList() {
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<SavedViewsDropdown
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entityType="companies"
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onApplyView={(savedFilters, _savedSort) => {
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clearFilters();
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Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
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setAllFilters(savedFilters);
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}}
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/>
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<ColumnPicker columns={COMPANY_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />
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@@ -170,15 +170,13 @@ function OverviewTab({ companyId, company }: { companyId: string; company: Compa
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</dl>
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</div>
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{/* Tags */}
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<div className="space-y-1 md:col-span-2">
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<h3 className="text-sm font-medium mb-2">Tags</h3>
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<InlineTagEditor
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endpoint={`/api/v1/companies/${companyId}/tags`}
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currentTags={company.tags ?? []}
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invalidateKey={['companies', companyId]}
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/>
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</div>
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<InlineTagEditor
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heading="Tags"
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wrapperClassName="md:col-span-2"
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endpoint={`/api/v1/companies/${companyId}/tags`}
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currentTags={company.tags ?? []}
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invalidateKey={['companies', companyId]}
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/>
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</div>
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);
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}
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