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

@@ -36,7 +36,36 @@ export const createInterestSchema = z.object({
clientId: z.string().min(1),
yachtId: z.string().optional(),
berthId: z.string().optional(),
pipelineStage: z.enum(PIPELINE_STAGES).default('open'),
/** Sales rep who owns this deal. Empty string treated as "unassign";
* omitting the field leaves the current assignment unchanged. On create,
* omitting falls back to system_settings.default_new_interest_owner. */
assignedTo: z.string().nullable().optional(),
/** Captured at reservation-agreement time. Drives the deposit-paid
* auto-advance once payment totals catch up. */
depositExpectedAmount: z.string().optional().nullable(),
depositExpectedCurrency: z.string().length(3).optional(),
/** Doc sub-status badges. Stamped automatically by the Documenso webhook
* + custom-upload pathway; exposed via the update endpoint so reps can
* "Mark signed manually" from the milestone strip when a doc was signed
* outside the Documenso flow (e.g. an in-person paper signing). */
eoiDocStatus: z.enum(['pending', 'sent', 'signed', 'declined', 'voided']).nullable().optional(),
reservationDocStatus: z
.enum(['pending', 'sent', 'signed', 'declined', 'voided'])
.nullable()
.optional(),
contractDocStatus: z
.enum(['pending', 'sent', 'signed', 'declined', 'voided'])
.nullable()
.optional(),
/** Milestone dates exposed for manual stamping via PATCH; auto-stamped
* by the signing flows when reps use the Documenso pathway. Coerced
* to a Date so Drizzle gets the right type for the timestamptz column. */
dateEoiSent: z.coerce.date().nullable().optional(),
dateEoiSigned: z.coerce.date().nullable().optional(),
dateReservationSigned: z.coerce.date().nullable().optional(),
dateContractSent: z.coerce.date().nullable().optional(),
dateContractSigned: z.coerce.date().nullable().optional(),
pipelineStage: z.enum(PIPELINE_STAGES).default('enquiry'),
leadCategory: z.enum(LEAD_CATEGORIES).optional(),
source: z.string().optional(),
tagIds: z.array(z.string()).optional().default([]),