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

@@ -2,35 +2,33 @@ import { describe, it, expect } from 'vitest';
import { PIPELINE_STAGES, BERTH_STATUSES, NOTIFICATION_TYPES } from '@/lib/constants';
describe('PIPELINE_STAGES', () => {
it('has exactly 9 entries', () => {
expect(PIPELINE_STAGES).toHaveLength(9);
it('has exactly 7 entries', () => {
expect(PIPELINE_STAGES).toHaveLength(7);
});
it('starts with "open"', () => {
expect(PIPELINE_STAGES[0]).toBe('open');
it('starts with "enquiry"', () => {
expect(PIPELINE_STAGES[0]).toBe('enquiry');
});
it('ends with "completed"', () => {
expect(PIPELINE_STAGES[PIPELINE_STAGES.length - 1]).toBe('completed');
it('ends with "contract"', () => {
expect(PIPELINE_STAGES[PIPELINE_STAGES.length - 1]).toBe('contract');
});
it('contains all expected stages in order', () => {
expect(PIPELINE_STAGES).toEqual([
'open',
'details_sent',
'in_communication',
'eoi_sent',
'eoi_signed',
'deposit_10pct',
'contract_sent',
'contract_signed',
'completed',
'enquiry',
'qualified',
'nurturing',
'eoi',
'reservation',
'deposit_paid',
'contract',
]);
});
it('is a readonly tuple — type-level immutability via `as const`', () => {
const arr = PIPELINE_STAGES as unknown as string[];
expect(arr).toHaveLength(9);
expect(arr).toHaveLength(7);
});
it('has no duplicate entries', () => {