letsbe/pn-new-crm
1
0
Fork 0
Code Issues Pull Requests 1 Actions Packages Projects Releases Wiki Activity

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

Browse Source 
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

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,