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