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feat(pipeline): 9→7 stage refactor + v1.1 hardening wave

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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:
Matt
2026-05-14 03:39:21 +02:00
parent b10bf9bf8e
commit 6b28459c45
110 changed files with 5402 additions and 796 deletions
Download Patch File Download Diff File Expand all files Collapse all files

139
src/lib/db/migrations/0062_pipeline_refactor.sql Normal file
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@@ -0,0 +1,139 @@
-- 0062_pipeline_refactor.sql
-- ----------------------------------------------------------------------------
-- Pipeline refactor: 7 canonical stages, doc sub-status columns, qualification
-- criteria, payment records, assigned_to ownership, expected deposit amount.
-- Dummy-data only at this point; legacy-to-new migration for prod cutover is
-- a separate one-shot tool to be written when production data is ready.
-- ─── interests: new columns ────────────────────────────────────────────────
ALTER TABLE interests
ADD COLUMN IF NOT EXISTS assigned_to text REFERENCES user_profiles(user_id),
ADD COLUMN IF NOT EXISTS deposit_expected_amount numeric,
ADD COLUMN IF NOT EXISTS deposit_expected_currency text DEFAULT 'EUR',
ADD COLUMN IF NOT EXISTS eoi_doc_status text,
ADD COLUMN IF NOT EXISTS reservation_doc_status text,
ADD COLUMN IF NOT EXISTS contract_doc_status text,
ADD COLUMN IF NOT EXISTS reservation_documenso_id text,
ADD COLUMN IF NOT EXISTS contract_documenso_id text,
ADD COLUMN IF NOT EXISTS date_reservation_signed timestamptz;
CREATE INDEX IF NOT EXISTS idx_interests_assigned_to ON interests (assigned_to);
-- ─── stage value migration (collapse Sent/Signed pairs) ────────────────────
-- Dummy-data only — destructive UPDATE is safe.
UPDATE interests SET pipeline_stage = 'enquiry'
WHERE pipeline_stage IN ('open', 'details_sent', 'in_communication');
UPDATE interests
SET pipeline_stage = 'eoi', eoi_doc_status = 'sent'
WHERE pipeline_stage = 'eoi_sent';
UPDATE interests
SET pipeline_stage = 'eoi', eoi_doc_status = 'signed'
WHERE pipeline_stage = 'eoi_signed';
UPDATE interests SET pipeline_stage = 'deposit_paid'
WHERE pipeline_stage = 'deposit_10pct';
UPDATE interests
SET pipeline_stage = 'contract', contract_doc_status = 'sent'
WHERE pipeline_stage = 'contract_sent';
UPDATE interests
SET pipeline_stage = 'contract', contract_doc_status = 'signed'
WHERE pipeline_stage = 'contract_signed';
-- `completed` collapses into contract+signed+won (the old terminal stage
-- always implied outcome=won; outcome field carries that forward).
UPDATE interests
SET pipeline_stage = 'contract',
contract_doc_status = 'signed',
outcome = COALESCE(outcome, 'won'),
outcome_at = COALESCE(outcome_at, updated_at)
WHERE pipeline_stage = 'completed';
-- ─── Qualification criteria (per-port, admin-configurable) ──────────────────
CREATE TABLE IF NOT EXISTS qualification_criteria (
id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
port_id text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
key text NOT NULL,
label text NOT NULL,
description text,
enabled boolean NOT NULL DEFAULT true,
display_order int NOT NULL DEFAULT 0,
created_at timestamptz NOT NULL DEFAULT now(),
updated_at timestamptz NOT NULL DEFAULT now(),
UNIQUE (port_id, key)
);
CREATE INDEX IF NOT EXISTS idx_qualification_criteria_port
ON qualification_criteria (port_id);
-- Seed the default criteria for every existing port. Port admins can later
-- enable/disable or add port-specific entries.
INSERT INTO qualification_criteria (port_id, key, label, description, enabled, display_order)
SELECT p.id, 'dimensions', 'Dimensions confirmed',
'We know the vessel''s length, width, and draft.', true, 1
FROM ports p
ON CONFLICT (port_id, key) DO NOTHING;
INSERT INTO qualification_criteria (port_id, key, label, description, enabled, display_order)
SELECT p.id, 'intent', 'Intent confirmed',
'Client has explicitly confirmed they want a berth at this marina.', true, 2
FROM ports p
ON CONFLICT (port_id, key) DO NOTHING;
-- These are built but disabled — admins enable per port when relevant.
INSERT INTO qualification_criteria (port_id, key, label, description, enabled, display_order)
SELECT p.id, 'signatory', 'Buyer signatory confirmed',
'We know who is authorized to sign the EOI on the buyer side (owner / lawyer / company rep).',
false, 3
FROM ports p
ON CONFLICT (port_id, key) DO NOTHING;
INSERT INTO qualification_criteria (port_id, key, label, description, enabled, display_order)
SELECT p.id, 'timeline', 'Move-in timeline confirmed',
'Client has indicated when they want to start using the berth.',
false, 4
FROM ports p
ON CONFLICT (port_id, key) DO NOTHING;
-- ─── Per-interest qualification state ──────────────────────────────────────
CREATE TABLE IF NOT EXISTS interest_qualifications (
interest_id text NOT NULL REFERENCES interests(id) ON DELETE CASCADE,
criterion_key text NOT NULL,
confirmed boolean NOT NULL DEFAULT false,
confirmed_at timestamptz,
confirmed_by text,
notes text,
PRIMARY KEY (interest_id, criterion_key)
);
CREATE INDEX IF NOT EXISTS idx_interest_qualifications_interest
ON interest_qualifications (interest_id);
-- ─── Payment records (no invoice generation) ───────────────────────────────
CREATE TABLE IF NOT EXISTS payments (
id text PRIMARY KEY DEFAULT gen_random_uuid()::text,
port_id text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
interest_id text NOT NULL REFERENCES interests(id) ON DELETE CASCADE,
client_id text NOT NULL REFERENCES clients(id) ON DELETE CASCADE,
payment_type text NOT NULL, -- 'deposit' | 'balance' | 'refund' | 'other'
amount numeric NOT NULL,
currency text NOT NULL DEFAULT 'EUR',
received_at timestamptz NOT NULL,
receipt_file_id text REFERENCES files(id),
notes text,
recorded_by text NOT NULL,
created_at timestamptz NOT NULL DEFAULT now()
);
CREATE INDEX IF NOT EXISTS idx_payments_interest ON payments (interest_id);
CREATE INDEX IF NOT EXISTS idx_payments_client ON payments (client_id);
CREATE INDEX IF NOT EXISTS idx_payments_port ON payments (port_id);
CREATE INDEX IF NOT EXISTS idx_payments_type ON payments (port_id, payment_type);

14
src/lib/db/migrations/0063_contact_log_voice_template.sql Normal file
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@@ -0,0 +1,14 @@
-- 0063_contact_log_voice_template.sql
-- ----------------------------------------------------------------------------
-- Pipeline-refactor follow-up. The contact-log captures sales-rep
-- interactions; the v1 UX adds two new columns:
-- - voice_transcript: raw Web Speech API output, kept separate from the
-- rep-polished `summary` so we can re-render the
-- transcript verbatim if the rep wants to revisit it.
-- - template_used: which of the 3 quick-template buttons was tapped, if
-- any. Surfaces in reports so admins can see how reps
-- actually log activity (call/visit/email).
ALTER TABLE interest_contact_log
ADD COLUMN IF NOT EXISTS voice_transcript text,
ADD COLUMN IF NOT EXISTS template_used text;

3
src/lib/db/schema/index.ts
View File

@@ -68,5 +68,8 @@ export * from './website-submissions';
// Pre-EOI supplemental form tokens
export * from './supplemental-forms';
// Pipeline refactor — qualification criteria, payment records
export * from './pipeline';
// Relations (must come last - references all tables)
export * from './relations';

24
src/lib/db/schema/interests.ts
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@@ -15,7 +15,8 @@ import { clients } from './clients';
import { berths } from './berths';
import { yachts } from './yachts';
// Pipeline stages: open, details_sent, in_communication, eoi_sent, eoi_signed, deposit_10pct, contract_sent, contract_signed, completed
// Pipeline stages: enquiry, qualified, nurturing, eoi, reservation, deposit_paid, contract
// (doc sub-status carried on eoi_doc_status / reservation_doc_status / contract_doc_status)
export const interests = pgTable(
'interests',
@@ -30,7 +31,19 @@ export const interests = pgTable(
.notNull()
.references(() => clients.id),
yachtId: text('yacht_id').references(() => yachts.id, { onDelete: 'set null' }),
pipelineStage: text('pipeline_stage').notNull().default('open'),
/** Who owns this deal. Auto-assigned on create from system_settings
* `default_new_interest_owner`; reassignable via the interest header. */
assignedTo: text('assigned_to'),
pipelineStage: text('pipeline_stage').notNull().default('enquiry'),
/** Sub-status for the doc-signing stages. NULL while the deal hasn't
* reached the stage yet; 'pending' | 'sent' | 'signed' | 'declined' | 'voided'. */
eoiDocStatus: text('eoi_doc_status'),
reservationDocStatus: text('reservation_doc_status'),
contractDocStatus: text('contract_doc_status'),
/** Documenso IDs per document type. EOI uses the existing `documensoId`
* for backward compat with the template-generate path. */
reservationDocumensoId: text('reservation_documenso_id'),
contractDocumensoId: text('contract_documenso_id'),
leadCategory: text('lead_category'), // general_interest, specific_qualified, hot_lead
source: text('source'), // website, manual, referral, broker
eoiStatus: text('eoi_status'), // null, waiting_for_signatures, signed, expired
@@ -38,10 +51,16 @@ export const interests = pgTable(
contractStatus: text('contract_status'),
depositStatus: text('deposit_status'),
reservationStatus: text('reservation_status'),
/** Agreed deposit amount captured at reservation-agreement time. Lets
* the payments running-total decide when the deposit is "fully paid"
* and the stage advances automatically. */
depositExpectedAmount: numeric('deposit_expected_amount'),
depositExpectedCurrency: text('deposit_expected_currency').default('EUR'),
dateFirstContact: timestamp('date_first_contact', { withTimezone: true }),
dateLastContact: timestamp('date_last_contact', { withTimezone: true }),
dateEoiSent: timestamp('date_eoi_sent', { withTimezone: true }),
dateEoiSigned: timestamp('date_eoi_signed', { withTimezone: true }),
dateReservationSigned: timestamp('date_reservation_signed', { withTimezone: true }),
dateContractSent: timestamp('date_contract_sent', { withTimezone: true }),
dateContractSigned: timestamp('date_contract_signed', { withTimezone: true }),
dateDepositReceived: timestamp('date_deposit_received', { withTimezone: true }),
@@ -86,6 +105,7 @@ export const interests = pgTable(
.on(table.portId)
.where(sql`${table.archivedAt} IS NULL`),
index('idx_interests_outcome').on(table.portId, table.outcome),
index('idx_interests_assigned_to').on(table.assignedTo),
],
);

7
src/lib/db/schema/operations.ts
View File

@@ -231,6 +231,13 @@ export const interestContactLog = pgTable(
direction: text('direction').notNull().default('outbound'),
/** Short free text — "Discussed yacht size, asked about tax structure". */
summary: text('summary').notNull(),
/** Raw Web Speech API transcript captured at log time, kept separate
* from the rep-polished `summary` so the original utterance survives
* edits to the summary text. NULL when the rep typed manually. */
voiceTranscript: text('voice_transcript'),
/** Which of the 3 quick-template buttons was tapped on the log modal
* ('call' | 'visit' | 'email'). NULL when the rep filled in freeform. */
templateUsed: text('template_used'),
/** Optional. When set, a reminder is auto-created pointing back to
* the interest for follow-up. Stored as the original choice so the
* UI can re-render it; the actual reminder lives in `reminders`. */

125
src/lib/db/schema/pipeline.ts Normal file
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@@ -0,0 +1,125 @@
/**
* Pipeline-refactor tables — per-port qualification criteria, per-interest
* qualification state, and payment records (no invoice generation).
*
* See migrations/0062_pipeline_refactor.sql.
*/
import {
pgTable,
text,
boolean,
integer,
numeric,
timestamp,
index,
primaryKey,
} from 'drizzle-orm/pg-core';
import { ports } from './ports';
import { interests } from './interests';
import { clients } from './clients';
import { files } from './documents';
/**
* Per-port qualification criteria. Admin-configurable: enable/disable,
* rename labels, reorder. The default seed is 2 enabled (dimensions +
* intent) and 2 disabled (signatory + timeline) per port.
*/
export const qualificationCriteria = pgTable(
'qualification_criteria',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
/** Stable key for code references. e.g. 'dimensions', 'intent'. */
key: text('key').notNull(),
/** Display label shown on the qualification checklist UI. */
label: text('label').notNull(),
/** Optional short description shown as helper text under the checkbox. */
description: text('description'),
enabled: boolean('enabled').notNull().default(true),
displayOrder: integer('display_order').notNull().default(0),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [index('idx_qualification_criteria_port').on(table.portId)],
);
/**
* Per-interest qualification state. Composite PK (interest_id, criterion_key)
* lets the same key exist across ports without conflicts and gives O(1)
* lookup for the "all enabled criteria confirmed" check.
*/
export const interestQualifications = pgTable(
'interest_qualifications',
{
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
criterionKey: text('criterion_key').notNull(),
confirmed: boolean('confirmed').notNull().default(false),
confirmedAt: timestamp('confirmed_at', { withTimezone: true }),
confirmedBy: text('confirmed_by'),
notes: text('notes'),
},
(table) => [
primaryKey({ columns: [table.interestId, table.criterionKey] }),
index('idx_interest_qualifications_interest').on(table.interestId),
],
);
/**
* Payment records. The CRM does NOT generate invoices — clients pay banks
* directly. We record that money was received (or refunded) with an
* optional uploaded receipt for audit purposes.
*
* The "deposit_paid" stage auto-advances when SUM(payments where type=deposit)
* for an interest reaches the `interests.depositExpectedAmount`.
*/
export const payments = pgTable(
'payments',
{
id: text('id')
.primaryKey()
.$defaultFn(() => crypto.randomUUID()),
portId: text('port_id')
.notNull()
.references(() => ports.id, { onDelete: 'cascade' }),
interestId: text('interest_id')
.notNull()
.references(() => interests.id, { onDelete: 'cascade' }),
clientId: text('client_id')
.notNull()
.references(() => clients.id, { onDelete: 'cascade' }),
/** 'deposit' | 'balance' | 'refund' | 'other' — `refund` rows carry
* negative amounts so the running total nets out correctly. */
paymentType: text('payment_type').notNull(),
amount: numeric('amount').notNull(),
currency: text('currency').notNull().default('EUR'),
receivedAt: timestamp('received_at', { withTimezone: true }).notNull(),
/** Optional uploaded receipt PDF. The UI warns reps that recording
* without a receipt may make later verification harder, but doesn't
* block the save. */
receiptFileId: text('receipt_file_id').references(() => files.id),
notes: text('notes'),
recordedBy: text('recorded_by').notNull(),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
},
(table) => [
index('idx_payments_interest').on(table.interestId),
index('idx_payments_client').on(table.clientId),
index('idx_payments_port').on(table.portId),
index('idx_payments_type').on(table.portId, table.paymentType),
],
);
export type QualificationCriterion = typeof qualificationCriteria.$inferSelect;
export type NewQualificationCriterion = typeof qualificationCriteria.$inferInsert;
export type InterestQualification = typeof interestQualifications.$inferSelect;
export type NewInterestQualification = typeof interestQualifications.$inferInsert;
export type Payment = typeof payments.$inferSelect;
export type NewPayment = typeof payments.$inferInsert;

46
src/lib/db/seed-data.ts
View File

@@ -828,15 +828,13 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
berthIdx: number | null;
yachtIdx: number | null;
pipelineStage:
| 'open'
| 'details_sent'
| 'in_communication'
| 'eoi_sent'
| 'eoi_signed'
| 'deposit_10pct'
| 'contract_sent'
| 'contract_signed'
| 'completed';
| 'enquiry'
| 'qualified'
| 'nurturing'
| 'eoi'
| 'reservation'
| 'deposit_paid'
| 'contract';
leadCategory: 'general_interest' | 'specific_qualified' | 'hot_lead';
source: 'website' | 'manual' | 'referral' | 'broker';
daysAgoFirst: number;
@@ -846,7 +844,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 0,
berthIdx: 0,
yachtIdx: 0,
pipelineStage: 'open',
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'website',
daysAgoFirst: 5,
@@ -855,7 +853,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 1,
berthIdx: 1,
yachtIdx: 1,
pipelineStage: 'details_sent',
pipelineStage: 'qualified',
leadCategory: 'general_interest',
source: 'website',
daysAgoFirst: 12,
@@ -864,7 +862,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 2,
berthIdx: 2,
yachtIdx: 2,
pipelineStage: 'in_communication',
pipelineStage: 'qualified',
leadCategory: 'specific_qualified',
source: 'referral',
daysAgoFirst: 25,
@@ -873,7 +871,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 3,
berthIdx: 3,
yachtIdx: 6,
pipelineStage: 'eoi_sent',
pipelineStage: 'eoi',
leadCategory: 'specific_qualified',
source: 'referral',
daysAgoFirst: 40,
@@ -882,7 +880,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 4,
berthIdx: 4,
yachtIdx: null,
pipelineStage: 'open',
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'broker',
daysAgoFirst: 8,
@@ -891,7 +889,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 5,
berthIdx: 5,
yachtIdx: 3,
pipelineStage: 'eoi_signed',
pipelineStage: 'eoi',
leadCategory: 'hot_lead',
source: 'manual',
daysAgoFirst: 55,
@@ -900,7 +898,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 6,
berthIdx: 6,
yachtIdx: 4,
pipelineStage: 'deposit_10pct',
pipelineStage: 'deposit_paid',
leadCategory: 'hot_lead',
source: 'referral',
daysAgoFirst: 70,
@@ -909,7 +907,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 0,
berthIdx: 7,
yachtIdx: 5,
pipelineStage: 'contract_signed',
pipelineStage: 'contract',
leadCategory: 'hot_lead',
source: 'broker',
daysAgoFirst: 90,
@@ -918,7 +916,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 1,
berthIdx: 10,
yachtIdx: 1,
pipelineStage: 'completed',
pipelineStage: 'contract',
leadCategory: 'hot_lead',
source: 'referral',
daysAgoFirst: 240,
@@ -927,7 +925,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 7,
berthIdx: 11,
yachtIdx: 11,
pipelineStage: 'completed',
pipelineStage: 'contract',
leadCategory: 'hot_lead',
source: 'manual',
daysAgoFirst: 320,
@@ -936,7 +934,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 2,
berthIdx: null,
yachtIdx: null,
pipelineStage: 'open',
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'website',
daysAgoFirst: 3,
@@ -945,7 +943,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 3,
berthIdx: 8,
yachtIdx: 6,
pipelineStage: 'in_communication',
pipelineStage: 'qualified',
leadCategory: 'specific_qualified',
source: 'website',
daysAgoFirst: 18,
@@ -954,7 +952,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 5,
berthIdx: null,
yachtIdx: 3,
pipelineStage: 'details_sent',
pipelineStage: 'qualified',
leadCategory: 'general_interest',
source: 'referral',
daysAgoFirst: 10,
@@ -964,7 +962,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 4,
berthIdx: 2,
yachtIdx: null,
pipelineStage: 'open',
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'website',
daysAgoFirst: 180,
@@ -974,7 +972,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
clientIdx: 6,
berthIdx: 9,
yachtIdx: 4,
pipelineStage: 'eoi_sent',
pipelineStage: 'eoi',
leadCategory: 'specific_qualified',
source: 'broker',
daysAgoFirst: 45,

123
src/lib/db/seed-synthetic-data.ts
View File

@@ -100,9 +100,14 @@ interface SyntheticClientSpec {
postalCode: string;
/** Pipeline stage of the (single) interest. Omit for archived-only clients. */
stage?: PipelineStage;
/** Sub-status badges for the doc-signing stages (eoi / reservation / contract).
* Only meaningful when stage matches; otherwise null/undefined. */
eoiDocStatus?: 'sent' | 'signed';
reservationDocStatus?: 'sent' | 'signed';
contractDocStatus?: 'sent' | 'signed';
/** Index into BERTH_SNAPSHOT for the primary linked berth. */
berthIdx?: number;
/** Mark interest as won/lost when stage = completed. */
/** Mark interest as won/lost when stage = contract+signed. */
outcome?: 'won' | 'lost_unqualified' | 'lost_no_response';
/** Archive the CLIENT after creation. When 'rich', fabricate
* archive_metadata so the smart-restore wizard surfaces reversals. */
@@ -145,7 +150,7 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'London',
street: '14 Cheyne Walk',
postalCode: 'SW3 5RA',
stage: 'open',
stage: 'enquiry',
source: 'website',
createdDaysAgo: 4,
// Open stage: no berth link yet
@@ -159,7 +164,7 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Miami',
street: '880 Brickell Bay Drive',
postalCode: '33131',
stage: 'details_sent',
stage: 'enquiry',
berthIdx: 0,
source: 'broker',
createdDaysAgo: 12,
@@ -173,7 +178,7 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Palma de Mallorca',
street: 'Carrer de Sant Magí 23',
postalCode: '07013',
stage: 'in_communication',
stage: 'qualified',
berthIdx: 5,
source: 'referral',
createdDaysAgo: 28,
@@ -187,7 +192,8 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Genoa',
street: 'Via XX Settembre 47',
postalCode: '16121',
stage: 'eoi_sent',
stage: 'eoi',
eoiDocStatus: 'sent',
berthIdx: 6,
source: 'broker',
createdDaysAgo: 45,
@@ -201,7 +207,8 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Nice',
street: '8 Promenade des Anglais',
postalCode: '06000',
stage: 'eoi_signed',
stage: 'eoi',
eoiDocStatus: 'signed',
berthIdx: 7,
source: 'website',
createdDaysAgo: 72,
@@ -215,7 +222,7 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Athens',
street: 'Vouliagmenis Avenue 142',
postalCode: '16674',
stage: 'deposit_10pct',
stage: 'deposit_paid',
berthIdx: 8,
source: 'referral',
createdDaysAgo: 95,
@@ -229,7 +236,8 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Dublin',
street: '12 Merrion Square North',
postalCode: 'D02 E2X3',
stage: 'contract_sent',
stage: 'contract',
contractDocStatus: 'sent',
berthIdx: 9,
source: 'manual',
createdDaysAgo: 118,
@@ -243,7 +251,8 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Lisbon',
street: 'Rua Garrett 88',
postalCode: '1200-205',
stage: 'contract_signed',
stage: 'contract',
contractDocStatus: 'signed',
berthIdx: 4,
source: 'broker',
createdDaysAgo: 156,
@@ -257,7 +266,8 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Panama City',
street: 'Calle 50, Torre Banistmo Piso 18',
postalCode: '0816',
stage: 'completed',
stage: 'contract',
contractDocStatus: 'signed',
berthIdx: 10,
outcome: 'won',
source: 'referral',
@@ -272,7 +282,7 @@ const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
city: 'Hamburg',
street: 'Alsterufer 28',
postalCode: '20354',
stage: 'completed',
stage: 'enquiry',
berthIdx: 1,
outcome: 'lost_unqualified',
source: 'website',
@@ -552,19 +562,21 @@ export async function seedSyntheticPortData(
// ── 6. Berth status overrides for linked moorings ───────────────────────
// Match the dossier classification to the berth's pipeline stage.
// For under_offer-wave clients (eoi_sent → contract_sent), force the
// berth to under_offer. For completed-won, mark the berth sold.
// Sold = contract+signed+won. Under offer = active berth-bearing stages
// (eoi / reservation / deposit_paid / contract-not-yet-won).
const stageToBerthStatus = (
stage: PipelineStage | undefined,
spec: SyntheticClientSpec,
): 'available' | 'under_offer' | 'sold' | null => {
const stage = spec.stage;
if (!stage) return null;
if (stage === 'completed') return 'sold';
if (stage === 'contract' && spec.contractDocStatus === 'signed' && spec.outcome === 'won') {
return 'sold';
}
if (
stage === 'eoi_sent' ||
stage === 'eoi_signed' ||
stage === 'deposit_10pct' ||
stage === 'contract_sent' ||
stage === 'contract_signed'
stage === 'eoi' ||
stage === 'reservation' ||
stage === 'deposit_paid' ||
stage === 'contract'
) {
return 'under_offer';
}
@@ -573,7 +585,7 @@ export async function seedSyntheticPortData(
for (const spec of PIPELINE_CLIENTS) {
if (spec.berthIdx === undefined) continue;
const newStatus = stageToBerthStatus(spec.stage);
const newStatus = stageToBerthStatus(spec);
if (!newStatus) continue;
const berthId = berthRows[spec.berthIdx]!.id;
await tx.update(berths).set({ status: newStatus }).where(eq(berths.id, berthId));
@@ -584,20 +596,33 @@ export async function seedSyntheticPortData(
for (const spec of PIPELINE_CLIENTS) {
if (!spec.stage) continue;
const clientId = idByTag.get(spec.tag)!;
// Derive deal age from the (stage, doc-sub-status) pair so a
// contract+signed+won record looks older than a brand-new enquiry.
const stageDaysAgoMap: Record<PipelineStage, number> = {
open: 1,
details_sent: 5,
in_communication: 10,
eoi_sent: 20,
eoi_signed: 35,
deposit_10pct: 60,
contract_sent: 80,
contract_signed: 110,
completed: spec.outcome === 'won' ? 200 : 60,
enquiry: 5,
qualified: 10,
nurturing: 30,
eoi: spec.eoiDocStatus === 'signed' ? 35 : 20,
reservation: 50,
deposit_paid: 60,
contract: spec.outcome === 'won' ? 200 : spec.contractDocStatus === 'signed' ? 110 : 80,
};
const ageDays = stageDaysAgoMap[spec.stage];
const yachtId = spec.tag === 'completed-won' ? charterYachtRow[0]!.id : null;
// Stage-progression flags so the date_* timestamps cascade correctly.
// Anything past "eoi+sent" implies the EOI was at least sent.
const eoiReached =
spec.stage === 'eoi' ||
spec.stage === 'reservation' ||
spec.stage === 'deposit_paid' ||
spec.stage === 'contract';
const eoiSigned =
(spec.stage === 'eoi' && spec.eoiDocStatus === 'signed') ||
spec.stage === 'reservation' ||
spec.stage === 'deposit_paid' ||
spec.stage === 'contract';
const [intRow] = await tx
.insert(interests)
.values({
@@ -605,40 +630,24 @@ export async function seedSyntheticPortData(
clientId,
yachtId,
pipelineStage: spec.stage,
eoiDocStatus: spec.eoiDocStatus ?? (eoiSigned ? 'signed' : null),
reservationDocStatus: spec.reservationDocStatus ?? null,
contractDocStatus: spec.contractDocStatus ?? null,
leadCategory:
spec.stage === 'open'
spec.stage === 'enquiry'
? 'general_interest'
: spec.stage === 'details_sent' || spec.stage === 'in_communication'
: spec.stage === 'qualified' || spec.stage === 'nurturing'
? 'specific_qualified'
: 'hot_lead',
source: 'manual' as const,
dateFirstContact: daysAgo(ageDays),
dateLastContact: daysAgo(Math.max(0, ageDays - 2)),
dateEoiSent:
spec.stage === 'eoi_sent' ||
spec.stage === 'eoi_signed' ||
spec.stage === 'deposit_10pct' ||
spec.stage === 'contract_sent' ||
spec.stage === 'contract_signed' ||
spec.stage === 'completed'
? daysAgo(Math.max(0, ageDays - 5))
: null,
dateEoiSigned:
spec.stage === 'eoi_signed' ||
spec.stage === 'deposit_10pct' ||
spec.stage === 'contract_sent' ||
spec.stage === 'contract_signed' ||
spec.stage === 'completed'
? daysAgo(Math.max(0, ageDays - 10))
: null,
dateEoiSent: eoiReached ? daysAgo(Math.max(0, ageDays - 5)) : null,
dateEoiSigned: eoiSigned ? daysAgo(Math.max(0, ageDays - 10)) : null,
eoiStatus:
spec.stage === 'eoi_sent'
spec.stage === 'eoi' && spec.eoiDocStatus === 'sent'
? 'waiting_for_signatures'
: spec.stage === 'eoi_signed' ||
spec.stage === 'deposit_10pct' ||
spec.stage === 'contract_sent' ||
spec.stage === 'contract_signed' ||
spec.stage === 'completed'
: eoiSigned
? 'signed'
: null,
outcome: spec.outcome ?? null,
@@ -656,7 +665,7 @@ export async function seedSyntheticPortData(
berthId,
isPrimary: true,
isSpecificInterest: true,
isInEoiBundle: spec.stage !== 'open' && spec.stage !== 'details_sent',
isInEoiBundle: spec.stage !== 'enquiry' && spec.stage !== 'qualified',
addedBy: SUPER_ADMIN_USER_ID,
});
}
@@ -672,7 +681,7 @@ export async function seedSyntheticPortData(
portId,
clientId: carlaId,
yachtId: null,
pipelineStage: 'open',
pipelineStage: 'enquiry',
leadCategory: 'general_interest',
source: 'website' as const,
dateFirstContact: daysAgo(2),

4
src/lib/db/seed-wide-synthetic-data.ts
View File

@@ -187,9 +187,9 @@ export async function seedWideSyntheticPortData(
yachtId: null,
pipelineStage: stage,
leadCategory:
stage === 'open'
stage === 'enquiry'
? 'general_interest'
: stage === 'details_sent' || stage === 'in_communication'
: stage === 'qualified' || stage === 'nurturing'
? 'specific_qualified'
: 'hot_lead',
source: sourceChoice.source,

20
src/lib/db/utils.ts
View File

@@ -25,8 +25,9 @@ export async function withTransaction<T>(callback: (tx: typeof db) => Promise<T>
}
/**
* Soft-deletes a record by setting `archived_at` to now.
* The table must have an `archived_at` column.
* Soft-deletes a record by setting `archivedAt` to now.
* The table must have an `archivedAt` JS property mapping to the
* `archived_at` column.
*
* @example
* await softDelete(clients, clients.id, clientId);
@@ -36,15 +37,22 @@ export async function softDelete<TTable extends PgTable>(
idColumn: PgColumn,
id: string,
): Promise<void> {
// Drizzle's `.set()` API expects the JS property name (`archivedAt`),
// not the snake-case column name. The previous version passed
// `{ archived_at: ... }` which silently produced an empty SET clause
// (Drizzle skipped the unknown property) → `UPDATE ... where ...`
// syntax error from Postgres. Caught by QA: archive an interest
// with a berth attached → 500. Same fix in restore() below.
await db
.update(table)
.set({ archived_at: sql`now()` } as Record<string, unknown>)
.set({ archivedAt: sql`now()` } as Record<string, unknown>)
.where(eq(idColumn, id));
}
/**
* Restores a soft-deleted record by clearing `archived_at`.
* The table must have an `archived_at` column.
* Restores a soft-deleted record by clearing `archivedAt`.
* The table must have an `archivedAt` JS property mapping to the
* `archived_at` column.
*
* @example
* await restore(clients, clients.id, clientId);
@@ -56,6 +64,6 @@ export async function restore<TTable extends PgTable>(
): Promise<void> {
await db
.update(table)
.set({ archived_at: null } as Record<string, unknown>)
.set({ archivedAt: null } as Record<string, unknown>)
.where(eq(idColumn, id));
}