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

@@ -16,7 +16,7 @@
* - is_in_eoi_bundle : covered by the interest's EOI signature.
*/
import { and, desc, eq, inArray } from 'drizzle-orm';
import { and, desc, eq, inArray, sql } from 'drizzle-orm';
import { db } from '@/lib/db';
import { interestBerths, interests, type InterestBerth } from '@/lib/db/schema/interests';
@@ -289,6 +289,25 @@ export async function upsertInterestBerthTx(
set: setForUpdate,
})
.returning();
// Auto-promote leadCategory: linking a specific berth means the interest
// is now anchored to a real piece of inventory, which is the definition
// of `specific_qualified`. Only bumps `general_interest` (or null) —
// never demotes `hot_lead` or anything else already past qualified.
const isSpecific = row?.isSpecificInterest ?? opts.isSpecificInterest ?? true;
if (isSpecific) {
await tx
.update(interests)
.set({ leadCategory: 'specific_qualified' })
.where(
and(eq(interests.id, interestId), inArray(interests.leadCategory, ['general_interest'])),
);
// Separately handle the NULL case (Drizzle's `inArray` can't include null).
await tx.execute(
sql`UPDATE interests SET lead_category = 'specific_qualified' WHERE id = ${interestId} AND lead_category IS NULL`,
);
}
return row!;
}