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