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

@@ -345,6 +345,10 @@ export function BerthRecommenderPanel({
const [amenityFilters, setAmenityFilters] = useState<AmenityFilters>({});
const [showAll, setShowAll] = useState(false);
const [pendingBerth, setPendingBerth] = useState<Recommendation | null>(null);
// Area-letter filter — chips above the list let reps narrow to a
// single pier (e.g. "show me only A-row matches"). Client-side over
// the already-fetched result set; no service change required.
const [selectedAreas, setSelectedAreas] = useState<string[]>([]);
const hasDimensions = desiredLengthFt !== null;
@@ -367,7 +371,27 @@ export function BerthRecommenderPanel({
staleTime: 60_000,
});
const recommendations = data ?? [];
const allRecommendations = data ?? [];
// Build the set of dock-letter chips from whatever came back, then
// filter the visible recommendations by the active selection. Empty
// selection = show everything (default).
const areaChips = useMemo(() => {
const set = new Set<string>();
for (const r of allRecommendations) {
const m = r.mooringNumber.match(/^([A-Z]+)/);
if (m?.[1]) set.add(m[1]);
}
return Array.from(set).sort();
}, [allRecommendations]);
const recommendations =
selectedAreas.length === 0
? allRecommendations
: allRecommendations.filter((r) => {
const m = r.mooringNumber.match(/^([A-Z]+)/);
return m?.[1] ? selectedAreas.includes(m[1]) : false;
});
return (
<Card>
@@ -410,6 +434,43 @@ export function BerthRecommenderPanel({
{filtersOpen && hasDimensions ? (
<AmenityFilterForm filters={amenityFilters} onChange={setAmenityFilters} />
) : null}
{hasDimensions && areaChips.length > 1 ? (
<div className="flex flex-wrap items-center gap-1.5 pt-1">
<span className="text-xs font-medium text-muted-foreground">Area:</span>
{areaChips.map((letter) => {
const active = selectedAreas.includes(letter);
return (
<button
key={letter}
type="button"
onClick={() =>
setSelectedAreas((prev) =>
prev.includes(letter) ? prev.filter((l) => l !== letter) : [...prev, letter],
)
}
className={cn(
'rounded-full border px-2.5 py-0.5 text-xs font-medium transition-colors',
active
? 'border-primary bg-primary text-primary-foreground'
: 'border-input bg-background text-foreground hover:bg-muted',
)}
aria-pressed={active}
>
{letter}
</button>
);
})}
{selectedAreas.length > 0 ? (
<button
type="button"
onClick={() => setSelectedAreas([])}
className="text-xs text-muted-foreground underline ml-1"
>
Clear
</button>
) : null}
</div>
) : null}
</CardHeader>
<CardContent className="space-y-3">
{!hasDimensions ? (