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

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));
}