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

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