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