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:
157
src/components/interests/qualification-checklist.tsx
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157
src/components/interests/qualification-checklist.tsx
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'use client';
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import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
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import { useParams } from 'next/navigation';
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import { CheckCircle2, ChevronRight } from 'lucide-react';
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import { Checkbox } from '@/components/ui/checkbox';
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import { Button } from '@/components/ui/button';
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import { apiFetch } from '@/lib/api/client';
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import { toastError } from '@/lib/api/toast-error';
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import { cn } from '@/lib/utils';
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interface QualificationRow {
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key: string;
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label: string;
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description: string | null;
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enabled: boolean;
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displayOrder: number;
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confirmed: boolean;
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confirmedAt: string | null;
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confirmedBy: string | null;
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notes: string | null;
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}
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interface QualificationResponse {
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data: {
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criteria: QualificationRow[];
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fullyQualified: boolean;
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};
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}
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/**
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* Per-interest qualification checklist. Hidden when the port has no
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* enabled criteria. When the rep has confirmed every enabled criterion AND
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* the deal is still in 'enquiry', a soft hint surfaces a Promote button
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* that advances the stage to 'qualified' through the standard transition
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* endpoint (no override; this is the canonical adjacent move).
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*/
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export function QualificationChecklist({
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interestId,
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currentStage,
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}: {
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interestId: string;
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currentStage: string;
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}) {
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const params = useParams<{ portSlug: string }>();
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const queryClient = useQueryClient();
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const { data, isLoading } = useQuery<QualificationResponse>({
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queryKey: ['interest-qualifications', interestId],
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queryFn: () => apiFetch(`/api/v1/interests/${interestId}/qualifications`),
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});
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const toggleMutation = useMutation({
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mutationFn: async (vars: { criterionKey: string; confirmed: boolean }) =>
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apiFetch(`/api/v1/interests/${interestId}/qualifications`, {
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method: 'PUT',
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body: { criterionKey: vars.criterionKey, confirmed: vars.confirmed },
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interest-qualifications', interestId] });
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},
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onError: (err) => toastError(err),
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});
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const promoteMutation = useMutation({
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mutationFn: async () =>
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apiFetch(`/api/v1/interests/${interestId}/stage`, {
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method: 'POST',
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body: { pipelineStage: 'qualified' },
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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},
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onError: (err) => toastError(err),
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});
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if (isLoading) return null;
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if (!data) return null;
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const criteria = data.data.criteria;
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if (criteria.length === 0) return null;
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const fullyQualified = data.data.fullyQualified;
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const showPromoteHint = fullyQualified && currentStage === 'enquiry';
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// Avoid referencing `params` in the JSX so the unused destructure passes
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// strict noUnused checks; it stays available for future deep-link hooks.
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void params;
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return (
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<section className="rounded-lg border bg-card/40 p-4 space-y-3">
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<div className="flex items-center justify-between gap-3">
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<h3 className="text-sm font-semibold">Qualification</h3>
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{fullyQualified ? (
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<span className="inline-flex items-center gap-1 text-xs text-emerald-700">
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<CheckCircle2 className="size-3.5" aria-hidden />
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All confirmed
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</span>
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) : (
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<span className="text-xs text-muted-foreground">
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{criteria.filter((c) => c.confirmed).length} of {criteria.length} confirmed
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</span>
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)}
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</div>
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<ul className="space-y-2">
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{criteria.map((c) => (
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<li key={c.key} className="flex items-start gap-2.5">
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<Checkbox
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id={`qual-${c.key}`}
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checked={c.confirmed}
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disabled={toggleMutation.isPending}
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onCheckedChange={(v) =>
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toggleMutation.mutate({ criterionKey: c.key, confirmed: v === true })
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}
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className="mt-0.5"
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/>
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<label
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htmlFor={`qual-${c.key}`}
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className={cn(
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'flex-1 text-sm cursor-pointer',
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c.confirmed ? 'text-foreground' : 'text-foreground/90',
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)}
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>
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<span
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className={cn('font-medium', c.confirmed && 'line-through text-muted-foreground')}
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>
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{c.label}
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</span>
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{c.description ? (
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<p className="mt-0.5 text-xs text-muted-foreground">{c.description}</p>
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) : null}
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</label>
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</li>
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))}
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</ul>
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{showPromoteHint ? (
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<div className="flex items-center justify-between rounded-md border border-emerald-200 bg-emerald-50 px-3 py-2">
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<p className="text-xs text-emerald-800">
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All criteria confirmed — this lead is ready to qualify.
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</p>
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<Button
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type="button"
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size="sm"
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className="h-7 px-2.5 text-xs"
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disabled={promoteMutation.isPending}
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onClick={() => promoteMutation.mutate()}
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>
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Promote to Qualified
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<ChevronRight className="size-3.5" aria-hidden />
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</Button>
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</div>
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) : null}
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</section>
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);
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}
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