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

@@ -0,0 +1,78 @@
'use client';
import { Activity } from 'lucide-react';
import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
import { computeDealHealth, type DealHealthInput } from '@/lib/services/deal-health';
import { cn } from '@/lib/utils';
const PULSE_TINT: Record<'cold' | 'warm' | 'hot', string> = {
hot: 'border-emerald-200 bg-emerald-50 text-emerald-800',
warm: 'border-amber-200 bg-amber-50 text-amber-800',
cold: 'border-rose-200 bg-rose-50 text-rose-800',
};
const PULSE_LABEL: Record<'cold' | 'warm' | 'hot', string> = {
hot: 'Hot',
warm: 'Warm',
cold: 'Cold',
};
/**
* Header chip surfacing the rule-based deal-health score. The tooltip
* exposes every signal that contributed to the score so the calculation is
* transparent — stakeholders averse to AI black boxes can read exactly
* which dates / stages drove the verdict.
*/
export function DealPulseChip({ interest }: { interest: DealHealthInput }) {
// Closed / archived deals don't get a pulse — UX would be confusing.
if (interest.archivedAt || interest.outcome) return null;
const health = computeDealHealth(interest);
const tint = PULSE_TINT[health.pulse];
const label = PULSE_LABEL[health.pulse];
return (
<TooltipProvider>
<Tooltip>
<TooltipTrigger asChild>
<span
className={cn(
'inline-flex items-center gap-1 rounded-full border px-2 py-0.5 text-[11px] font-medium cursor-help',
tint,
)}
aria-label={`Deal pulse: ${label}, score ${health.score}/100`}
>
<Activity className="size-3" aria-hidden />
{label} · {health.score}
</span>
</TooltipTrigger>
<TooltipContent side="bottom" className="max-w-xs">
<p className="font-semibold mb-1.5">
Deal pulse {label} ({health.score}/100)
</p>
{health.signals.length === 0 ? (
<p className="text-xs">
Baseline score (50) nothing notable yet. Log contact or progress the stage to move
the dial.
</p>
) : (
<ul className="space-y-1 text-xs">
{health.signals.map((s) => (
<li key={s.id} className="flex gap-2">
<span className={s.delta > 0 ? 'text-emerald-300' : 'text-rose-300'}>
{s.delta > 0 ? `+${s.delta}` : s.delta}
</span>
<span>{s.detail}</span>
</li>
))}
</ul>
)}
<p className="mt-2 text-[10px] opacity-70">
Rule-based. Every signal traces to a date or stage you can see no AI.
</p>
</TooltipContent>
</Tooltip>
</TooltipProvider>
);
}