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

@@ -86,6 +86,7 @@ export function CompanyList() {
setPageSize,
filters,
setFilter,
setAllFilters,
clearFilters,
} = usePaginatedQuery<CompanyRow>({
queryKey: ['companies'],
@@ -144,8 +145,7 @@ export function CompanyList() {
<SavedViewsDropdown
entityType="companies"
onApplyView={(savedFilters, _savedSort) => {
clearFilters();
Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
setAllFilters(savedFilters);
}}
/>
<ColumnPicker columns={COMPANY_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />

View File

@@ -170,15 +170,13 @@ function OverviewTab({ companyId, company }: { companyId: string; company: Compa
</dl>
</div>
{/* Tags */}
<div className="space-y-1 md:col-span-2">
<h3 className="text-sm font-medium mb-2">Tags</h3>
<InlineTagEditor
endpoint={`/api/v1/companies/${companyId}/tags`}
currentTags={company.tags ?? []}
invalidateKey={['companies', companyId]}
/>
</div>
<InlineTagEditor
heading="Tags"
wrapperClassName="md:col-span-2"
endpoint={`/api/v1/companies/${companyId}/tags`}
currentTags={company.tags ?? []}
invalidateKey={['companies', companyId]}
/>
</div>
);
}