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:
@@ -51,16 +51,13 @@ export interface InterestSummaryPdfProps {
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}
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const STAGE_TONE: Record<string, BadgeTone> = {
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open: 'neutral',
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details_sent: 'neutral',
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in_communication: 'neutral',
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eoi_sent: 'accent',
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eoi_signed: 'accent',
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deposit_10pct: 'warning',
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contract_sent: 'warning',
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contract_signed: 'success',
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completed: 'success',
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cancelled: 'danger',
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enquiry: 'neutral',
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qualified: 'neutral',
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nurturing: 'neutral',
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eoi: 'accent',
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reservation: 'warning',
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deposit_paid: 'warning',
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contract: 'success',
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};
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function fmt(d: Date | string | null | undefined): string {
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@@ -16,15 +16,13 @@ export interface PipelineReportPdfProps {
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}
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const FUNNEL_STAGES = [
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'open',
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'details_sent',
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'in_communication',
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'eoi_sent',
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'eoi_signed',
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'deposit_10pct',
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'contract_sent',
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'contract_signed',
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'completed',
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'enquiry',
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'qualified',
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'nurturing',
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'eoi',
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'reservation',
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'deposit_paid',
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'contract',
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];
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interface TopInterestRow {
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@@ -19,15 +19,13 @@ export interface RevenueReportPdfProps {
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}
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const STAGE_ORDER = [
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'open',
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'details_sent',
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'in_communication',
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'eoi_sent',
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'eoi_signed',
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'deposit_10pct',
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'contract_sent',
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'contract_signed',
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'completed',
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'enquiry',
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'qualified',
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'nurturing',
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'eoi',
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'reservation',
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'deposit_paid',
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'contract',
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];
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function fmtAmount(n: number, currency: string): string {
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