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:
@@ -1,19 +1,12 @@
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'use client';
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import { useQuery } from '@tanstack/react-query';
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import {
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Bar,
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BarChart,
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CartesianGrid,
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ResponsiveContainer,
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Tooltip,
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XAxis,
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YAxis,
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} from 'recharts';
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import { Bar, BarChart, CartesianGrid, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
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import { apiFetch } from '@/lib/api/client';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import { CardSkeleton } from '@/components/shared/loading-skeleton';
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import { stageLabel } from '@/lib/constants';
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import { WidgetErrorBoundary } from './widget-error-boundary';
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interface PipelineRow {
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@@ -21,17 +14,6 @@ interface PipelineRow {
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count: number;
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}
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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: 'Signed EOI/NDA',
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deposit_10pct: 'Deposit 10%',
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contract: 'Contract',
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completed: 'Completed',
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};
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function PipelineChartInner() {
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const { data, isLoading } = useQuery<PipelineRow[]>({
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queryKey: ['dashboard', 'pipeline'],
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@@ -45,7 +27,7 @@ function PipelineChartInner() {
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}
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const chartData = (data ?? []).map((row) => ({
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stage: STAGE_LABELS[row.stage] ?? row.stage,
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stage: stageLabel(row.stage),
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count: row.count,
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}));
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