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:
47
src/components/interests/multi-eoi-chip.tsx
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47
src/components/interests/multi-eoi-chip.tsx
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'use client';
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import { useQuery } from '@tanstack/react-query';
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import { FileSignature } from 'lucide-react';
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import { apiFetch } from '@/lib/api/client';
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interface DocumentRow {
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id: string;
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documentType: string;
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status: string;
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archivedAt: string | null;
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}
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interface DocumentsResponse {
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data: DocumentRow[];
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}
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/**
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* Subtle chip that surfaces when an interest has multiple in-flight EOI
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* documents (status != voided, not archived). Per product direction we
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* intentionally allow multi-EOI cases (sometimes a deal really does need
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* a second EOI for a different berth combo), but the rep should see the
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* conflict at a glance so they don't accidentally re-send.
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*/
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export function MultiEoiChip({ interestId }: { interestId: string }) {
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const { data } = useQuery<DocumentsResponse>({
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queryKey: ['documents', { interestId, documentType: 'eoi' }],
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queryFn: () => apiFetch(`/api/v1/documents?interestId=${interestId}&documentType=eoi`),
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staleTime: 60_000,
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});
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const inflight = (data?.data ?? []).filter(
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(d) => !d.archivedAt && d.status !== 'voided' && d.status !== 'declined',
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);
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if (inflight.length < 2) return null;
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return (
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<span
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title={`This interest has ${inflight.length} in-flight EOI documents — review on the EOI tab.`}
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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"
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>
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<FileSignature className="size-3" aria-hidden />
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{inflight.length} EOIs
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</span>
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);
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}
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