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:
@@ -24,19 +24,17 @@ interface HotDealsResponse {
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}
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// Local label map intentionally narrowed to the stages this widget
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// surfaces. Keys MUST match the canonical DB values (deposit_10pct +
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// in_communication) — the reporting audit caught typos that broke the
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// rank ladder server-side AND rendered raw enum to the user.
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// surfaces. Keys MUST match the canonical DB values for the 7-stage
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// pipeline (post-2026-05 refactor) — the reporting audit caught typos
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// that broke the rank ladder server-side AND rendered raw enum to the user.
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const STAGE_LABELS: Record<string, string> = {
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contract_signed: 'Contract Signed',
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contract_sent: 'Contract Sent',
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deposit_10pct: 'Deposit 10%',
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eoi_signed: 'EOI Signed',
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eoi_sent: 'EOI Sent',
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in_communication: 'In Comms',
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details_sent: 'Details Sent',
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open: 'Open',
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completed: 'Completed',
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contract: 'Contract',
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deposit_paid: 'Deposit Paid',
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reservation: 'Reservation',
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eoi: 'EOI',
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nurturing: 'Nurturing',
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qualified: 'Qualified',
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enquiry: 'Enquiry',
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};
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/**
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