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

@@ -29,14 +29,14 @@ describe('analytics service', () => {
it('aggregates interests by stage with conversion percentages', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
// 3 open, 2 details_sent, 1 visited
// 3 enquiry, 2 qualified, 1 nurturing
for (const stage of [
'open',
'open',
'open',
'details_sent',
'details_sent',
'in_communication',
'enquiry',
'enquiry',
'enquiry',
'qualified',
'qualified',
'nurturing',
]) {
await db.insert(interests).values({
portId: port.id,
@@ -47,21 +47,21 @@ describe('analytics service', () => {
const result = await computePipelineFunnel(port.id, '30d');
const open = result.stages.find((s) => s.stage === 'open');
const details = result.stages.find((s) => s.stage === 'details_sent');
const visited = result.stages.find((s) => s.stage === 'in_communication');
expect(open?.count).toBe(3);
expect(open?.conversionPct).toBe(100);
expect(details?.count).toBe(2);
expect(details?.conversionPct).toBeCloseTo(66.7, 0);
expect(visited?.count).toBe(1);
expect(visited?.conversionPct).toBeCloseTo(33.3, 0);
const enquiry = result.stages.find((s) => s.stage === 'enquiry');
const qualified = result.stages.find((s) => s.stage === 'qualified');
const nurturing = result.stages.find((s) => s.stage === 'nurturing');
expect(enquiry?.count).toBe(3);
expect(enquiry?.conversionPct).toBe(100);
expect(qualified?.count).toBe(2);
expect(qualified?.conversionPct).toBeCloseTo(66.7, 0);
expect(nurturing?.count).toBe(1);
expect(nurturing?.conversionPct).toBeCloseTo(33.3, 0);
});
it('returns zeros when port has no interests', async () => {
const port = await makePort();
const result = await computePipelineFunnel(port.id, '30d');
expect(result.stages).toHaveLength(9);
expect(result.stages).toHaveLength(7);
expect(result.stages.every((s) => s.count === 0)).toBe(true);
});
});