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:
@@ -862,11 +862,9 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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// ── 7. Interests (15) ──────────────────────────────────────────────────
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// Spread across pipeline stages.
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// Valid stages (from interests schema comment):
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// open, details_sent, in_communication, visited, signed_eoi_nda,
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// deposit_10pct, contract, completed
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// The task spec mentions "open, qualified, hot, won, lost" as logical buckets;
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// map those loosely onto actual stages so we cover variety.
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// Valid stages (see PIPELINE_STAGES in src/lib/constants.ts):
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// open, details_sent, in_communication, eoi_sent, eoi_signed,
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// deposit_10pct, contract_sent, contract_signed, completed
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const interestPlan: Array<{
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clientIdx: number;
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berthIdx: number | null;
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@@ -875,10 +873,11 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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| 'open'
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| 'details_sent'
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| 'in_communication'
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| 'visited'
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| 'signed_eoi_nda'
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| 'eoi_sent'
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| 'eoi_signed'
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| 'deposit_10pct'
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| 'contract'
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| 'contract_sent'
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| 'contract_signed'
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| 'completed';
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leadCategory: 'general_interest' | 'specific_qualified' | 'hot_lead';
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source: 'website' | 'manual' | 'referral' | 'broker';
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@@ -916,7 +915,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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clientIdx: 3,
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berthIdx: 3,
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yachtIdx: 6,
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pipelineStage: 'visited',
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pipelineStage: 'eoi_sent',
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leadCategory: 'specific_qualified',
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source: 'referral',
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daysAgoFirst: 40,
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@@ -934,7 +933,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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clientIdx: 5,
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berthIdx: 5,
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yachtIdx: 3,
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pipelineStage: 'signed_eoi_nda',
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pipelineStage: 'eoi_signed',
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leadCategory: 'hot_lead',
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source: 'manual',
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daysAgoFirst: 55,
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@@ -952,7 +951,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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clientIdx: 0,
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berthIdx: 7,
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yachtIdx: 5,
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pipelineStage: 'contract',
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pipelineStage: 'contract_signed',
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leadCategory: 'hot_lead',
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source: 'broker',
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daysAgoFirst: 90,
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@@ -1017,7 +1016,7 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
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clientIdx: 6,
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berthIdx: 9,
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yachtIdx: 4,
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pipelineStage: 'visited',
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pipelineStage: 'eoi_sent',
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leadCategory: 'specific_qualified',
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source: 'broker',
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daysAgoFirst: 45,
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