feat(active-interest): canonical predicate + fix stale getHotDeals rank
Extract activeInterestsWhere(portId) as the single source of truth for
"active interest" SQL filtering: scoped + archived_at IS NULL + outcome
IS NULL. Won deals are now CLOSED, not active — pre-2026-05-14 the
dashboard used a permissive `outcome IS NULL OR outcome = 'won'` that
double-counted won revenue against the in-flight pipeline.
Locked in PRE-DEPLOY-PLAN § 1.1.2.
Bonus catch: getHotDeals rank-CASE referenced the OLD 9-stage pipeline
names ('completed', 'contract_signed', 'contract_sent', 'deposit_10pct',
'eoi_signed', 'eoi_sent', 'in_communication', 'details_sent'). Every
row hit the ELSE 0 branch under the new 7-stage model, collapsing
ordering to updatedAt only — the widget silently stopped surfacing
"closest to closing". Rebuilt the rank ladder against the current
canonical stages (enquiry → ... → contract).
Tests: 2 unit tests assert the predicate's compiled SQL contains
"archived_at" IS NULL + "outcome" IS NULL, and never the legacy 'won'
literal.
Remaining sweep targets queued for the next commit:
- client-archive-dossier.service.ts
- client-restore.service.ts
- client-archive.service.ts
- reminders.service.ts
- berths.service.ts (recommender feasibility)
- interests.service.ts
- report-generators.ts
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
35
src/lib/services/active-interest.ts
Normal file
35
src/lib/services/active-interest.ts
Normal file
@@ -0,0 +1,35 @@
|
||||
import { and, eq, isNull, type SQL } from 'drizzle-orm';
|
||||
|
||||
import { interests } from '@/lib/db/schema/interests';
|
||||
|
||||
/**
|
||||
* Canonical "active interest" predicate for SQL WHERE clauses.
|
||||
*
|
||||
* An interest is **active** when it is:
|
||||
* - scoped to the given `portId`,
|
||||
* - not soft-archived (`archived_at IS NULL`), and
|
||||
* - not yet terminal (`outcome IS NULL` — i.e. not won, lost, or
|
||||
* cancelled).
|
||||
*
|
||||
* "Won" deals are explicitly **not active** under this definition: a won
|
||||
* deal is closed business, distinct from in-flight pipeline. The 7-stage
|
||||
* pipeline carries deals through `contract` as the final motion stage;
|
||||
* setting an `outcome` (won/lost/cancelled) terminates the deal and
|
||||
* removes it from the active pool everywhere KPIs, kanban, hot deals,
|
||||
* pipeline value, and revenue forecast are computed.
|
||||
*
|
||||
* Pre-2026-05-14 the dashboard used a broader `outcome IS NULL OR
|
||||
* outcome = 'won'` predicate; the new pipeline overhaul collapsed
|
||||
* intermediate completion states into explicit stages, making the
|
||||
* stricter definition the correct one across every surface.
|
||||
*
|
||||
* Always combine with the table's own filters; this helper is a leaf
|
||||
* predicate, not a complete WHERE.
|
||||
*/
|
||||
export function activeInterestsWhere(portId: string): SQL {
|
||||
return and(
|
||||
eq(interests.portId, portId),
|
||||
isNull(interests.archivedAt),
|
||||
isNull(interests.outcome),
|
||||
) as SQL;
|
||||
}
|
||||
Reference in New Issue
Block a user