refactor(sales): consolidate pipeline stages + wire EOI auto-advance
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -5,28 +5,19 @@ import type { Metadata } from 'next';
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import { getPortalSession } from '@/lib/portal/auth';
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import { getClientInterests } from '@/lib/services/portal.service';
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import { Badge } from '@/components/ui/badge';
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import { stageLabel, safeStage, type PipelineStage } from '@/lib/constants';
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export const metadata: Metadata = { title: 'Interests' };
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const STAGE_LABELS: Record<string, string> = {
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open: 'Open',
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details_sent: 'Details Sent',
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in_communication: 'In Communication',
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visited: 'Visited',
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signed_eoi_nda: 'EOI / NDA Signed',
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deposit_10pct: 'Deposit Received',
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contract: 'Contract Stage',
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completed: 'Completed',
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};
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const STAGE_COLORS: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {
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const STAGE_VARIANT: Record<PipelineStage, 'default' | 'secondary' | 'destructive' | 'outline'> = {
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open: 'secondary',
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details_sent: 'secondary',
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in_communication: 'default',
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visited: 'default',
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signed_eoi_nda: 'default',
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eoi_sent: 'default',
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eoi_signed: 'default',
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deposit_10pct: 'default',
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contract: 'default',
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contract_sent: 'default',
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contract_signed: 'default',
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completed: 'outline',
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};
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@@ -40,9 +31,7 @@ export default async function PortalInterestsPage() {
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<div className="space-y-6">
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<div>
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<h1 className="text-2xl font-semibold text-gray-900">Berth Interests</h1>
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<p className="text-sm text-gray-500 mt-1">
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Your berth enquiries and applications
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</p>
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<p className="text-sm text-gray-500 mt-1">Your berth enquiries and applications</p>
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</div>
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{interests.length === 0 ? (
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@@ -56,10 +45,7 @@ export default async function PortalInterestsPage() {
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) : (
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<div className="space-y-3">
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{interests.map((interest) => (
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<div
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key={interest.id}
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className="bg-white rounded-lg border p-5"
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>
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<div key={interest.id} className="bg-white rounded-lg border p-5">
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<div className="flex items-start justify-between gap-4">
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1">
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@@ -98,8 +84,8 @@ export default async function PortalInterestsPage() {
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)}
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</div>
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</div>
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<Badge variant={STAGE_COLORS[interest.pipelineStage] ?? 'default'}>
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{STAGE_LABELS[interest.pipelineStage] ?? interest.pipelineStage}
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<Badge variant={STAGE_VARIANT[safeStage(interest.pipelineStage)]}>
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{stageLabel(interest.pipelineStage)}
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</Badge>
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</div>
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</div>
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