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

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'use client';
import { useQuery } from '@tanstack/react-query';
import { FileSignature } from 'lucide-react';
import { apiFetch } from '@/lib/api/client';
interface DocumentRow {
id: string;
documentType: string;
status: string;
archivedAt: string | null;
}
interface DocumentsResponse {
data: DocumentRow[];
}
/**
* Subtle chip that surfaces when an interest has multiple in-flight EOI
* documents (status != voided, not archived). Per product direction we
* intentionally allow multi-EOI cases (sometimes a deal really does need
* a second EOI for a different berth combo), but the rep should see the
* conflict at a glance so they don't accidentally re-send.
*/
export function MultiEoiChip({ interestId }: { interestId: string }) {
const { data } = useQuery<DocumentsResponse>({
queryKey: ['documents', { interestId, documentType: 'eoi' }],
queryFn: () => apiFetch(`/api/v1/documents?interestId=${interestId}&documentType=eoi`),
staleTime: 60_000,
});
const inflight = (data?.data ?? []).filter(
(d) => !d.archivedAt && d.status !== 'voided' && d.status !== 'declined',
);
if (inflight.length < 2) return null;
return (
<span
title={`This interest has ${inflight.length} in-flight EOI documents — review on the EOI tab.`}
className="inline-flex items-center gap-1 rounded-full border border-amber-200 bg-amber-50 px-2 py-0.5 text-[11px] font-medium text-amber-800"
>
<FileSignature className="size-3" aria-hidden />
{inflight.length} EOIs
</span>
);
}