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:
@@ -10,10 +10,10 @@ import {
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XCircle,
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RefreshCcw,
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Mail,
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MessageCircle,
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Phone,
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AlarmClock,
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} from 'lucide-react';
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import { WhatsAppIcon } from '@/components/icons/whatsapp';
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import Link from 'next/link';
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import { Button } from '@/components/ui/button';
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@@ -25,6 +25,9 @@ import { PermissionGate } from '@/components/shared/permission-gate';
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import { InterestForm } from '@/components/interests/interest-form';
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import { InlineStagePicker } from '@/components/interests/inline-stage-picker';
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import { InterestOutcomeDialog } from '@/components/interests/interest-outcome-dialog';
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import { AssignedToChip } from '@/components/interests/assigned-to-chip';
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import { MultiEoiChip } from '@/components/interests/multi-eoi-chip';
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import { DealPulseChip } from '@/components/interests/deal-pulse-chip';
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import { apiFetch } from '@/lib/api/client';
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import { formatOutcome } from '@/lib/constants';
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import { cn } from '@/lib/utils';
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@@ -86,6 +89,21 @@ interface InterestDetailHeaderProps {
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outcome?: string | null;
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outcomeReason?: string | null;
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dateLastContact?: string | null;
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dateFirstContact?: string | null;
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dateEoiSent?: string | null;
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dateEoiSigned?: string | null;
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dateReservationSigned?: string | null;
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dateContractSent?: string | null;
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dateContractSigned?: string | null;
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dateDepositReceived?: string | null;
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eoiDocStatus?: string | null;
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reservationDocStatus?: string | null;
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contractDocStatus?: string | null;
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/** Activity-log entries in the last 7 days — drives deal-pulse +5 signal. */
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recentActivityCount?: number | null;
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/** Sales rep who owns this deal — populated by the AssignedToChip. */
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assignedTo?: string | null;
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assignedToName?: string | null;
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tags?: Array<{ id: string; name: string; color: string }>;
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};
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}
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@@ -235,6 +253,33 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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{interest.activeReminderCount}
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</span>
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) : null}
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<PermissionGate resource="interests" action="edit">
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<AssignedToChip
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interestId={interest.id}
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currentAssignedTo={interest.assignedTo ?? null}
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currentAssignedToName={interest.assignedToName ?? null}
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/>
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</PermissionGate>
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<MultiEoiChip interestId={interest.id} />
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<DealPulseChip
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interest={{
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pipelineStage: interest.pipelineStage,
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outcome: interest.outcome,
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archivedAt: interest.archivedAt,
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dateFirstContact: interest.dateFirstContact,
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dateLastContact: interest.dateLastContact,
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dateEoiSent: interest.dateEoiSent,
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dateEoiSigned: interest.dateEoiSigned,
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dateReservationSigned: interest.dateReservationSigned,
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dateContractSent: interest.dateContractSent,
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dateContractSigned: interest.dateContractSigned,
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dateDepositReceived: interest.dateDepositReceived,
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eoiDocStatus: interest.eoiDocStatus,
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reservationDocStatus: interest.reservationDocStatus,
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contractDocStatus: interest.contractDocStatus,
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recentActivityCount: interest.recentActivityCount,
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}}
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/>
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</div>
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{meta.length > 0 ? (
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@@ -311,7 +356,7 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
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rel="noopener noreferrer"
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aria-label={`Message on WhatsApp`}
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>
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<MessageCircle />
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<WhatsAppIcon className="h-4 w-4" />
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WhatsApp
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</a>
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</Button>
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Block a user