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