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

@@ -17,6 +17,7 @@ import { NextRequest } from 'next/server';
import { POST as documensoWebhook } from '@/app/api/webhooks/documenso/route';
import { db } from '@/lib/db';
import { documents, documentEvents } from '@/lib/db/schema/documents';
import { interests } from '@/lib/db/schema/interests';
import { env } from '@/lib/env';
import { makeClient, makePort } from '../helpers/factories';
@@ -81,6 +82,86 @@ describe('Documenso webhook route', () => {
expect(events.length).toBeGreaterThanOrEqual(1);
});
it('DOCUMENT_COMPLETED for a reservation_agreement stamps reservationDocStatus on the linked interest', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
const [interest] = await db
.insert(interests)
.values({
portId: port.id,
clientId: client.id,
pipelineStage: 'reservation',
})
.returning();
const documensoId = `docu-resv-${Date.now()}`;
await db.insert(documents).values({
portId: port.id,
clientId: client.id,
interestId: interest!.id,
documentType: 'reservation_agreement',
title: 'Reservation webhook test',
status: 'sent',
documensoId,
createdBy: 'seed',
});
const req = buildRequest(
{
event: 'DOCUMENT_COMPLETED',
payload: { id: documensoId, recipients: [] },
},
env.DOCUMENSO_WEBHOOK_SECRET,
);
const res = await documensoWebhook(req);
expect(res.status).toBe(200);
const [updated] = await db.select().from(interests).where(eq(interests.id, interest!.id));
expect(updated?.reservationDocStatus).toBe('signed');
expect(updated?.dateReservationSigned).not.toBeNull();
});
it('DOCUMENT_COMPLETED for a contract stamps contractDocStatus on the linked interest', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
const [interest] = await db
.insert(interests)
.values({
portId: port.id,
clientId: client.id,
pipelineStage: 'contract',
})
.returning();
const documensoId = `docu-contract-${Date.now()}`;
await db.insert(documents).values({
portId: port.id,
clientId: client.id,
interestId: interest!.id,
documentType: 'contract',
title: 'Contract webhook test',
status: 'sent',
documensoId,
createdBy: 'seed',
});
const req = buildRequest(
{
event: 'DOCUMENT_COMPLETED',
payload: { id: documensoId, recipients: [] },
},
env.DOCUMENSO_WEBHOOK_SECRET,
);
const res = await documensoWebhook(req);
expect(res.status).toBe(200);
const [updated] = await db.select().from(interests).where(eq(interests.id, interest!.id));
expect(updated?.contractDocStatus).toBe('signed');
expect(updated?.dateContractSigned).not.toBeNull();
});
it('replays of the same body are no-ops (signatureHash dedup)', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });