feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
10
src/app/(dashboard)/[portSlug]/documents/eoi/page.tsx
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10
src/app/(dashboard)/[portSlug]/documents/eoi/page.tsx
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@@ -0,0 +1,10 @@
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import { DocumentsHub } from '@/components/documents/documents-hub';
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interface PageProps {
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params: Promise<{ portSlug: string }>;
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}
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export default async function EoiQueuePage({ params }: PageProps) {
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const { portSlug } = await params;
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return <DocumentsHub portSlug={portSlug} initialTab="eoi_queue" />;
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}
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@@ -1,11 +1,11 @@
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'use client';
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import { useEffect, useState } from 'react';
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import { useParams, useRouter } from 'next/navigation';
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import { useParams, useRouter, useSearchParams } from 'next/navigation';
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import { useForm, FormProvider } from 'react-hook-form';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { useMutation } from '@tanstack/react-query';
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import { ChevronLeft, ChevronRight, Check, Loader2 } from 'lucide-react';
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import { useMutation, useQuery } from '@tanstack/react-query';
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import { ChevronLeft, ChevronRight, Check, Loader2, Wallet } from 'lucide-react';
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import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
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@@ -45,6 +45,10 @@ export default function NewInvoicePage() {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const router = useRouter();
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const searchParams = useSearchParams();
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const prefilledInterestId = searchParams.get('interestId') ?? undefined;
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const prefilledKind =
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searchParams.get('kind') === 'deposit' ? ('deposit' as const) : ('general' as const);
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const [step, setStep] = useState(1);
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@@ -54,6 +58,22 @@ export default function NewInvoicePage() {
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return () => setChrome({ title: null, showBackButton: false });
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}, [setChrome]);
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// When the form is launched from an interest detail with `?interestId=…&kind=deposit`,
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// fetch enough of the interest to display "Deposit for {client} — Berth {n}" in
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// the review step. Doubles as the source of truth for the billing entity prefill.
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const { data: prefilledInterest } = useQuery<{
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data: {
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id: string;
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clientId: string;
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clientName: string | null;
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berthMooringNumber: string | null;
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};
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}>({
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queryKey: ['interest-prefill', prefilledInterestId],
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queryFn: () => apiFetch(`/api/v1/interests/${prefilledInterestId}`),
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enabled: !!prefilledInterestId,
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});
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const methods = useForm<CreateInvoiceInput>({
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resolver: zodResolver(createInvoiceSchema),
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defaultValues: {
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@@ -61,6 +81,8 @@ export default function NewInvoicePage() {
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currency: 'USD',
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lineItems: [],
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expenseIds: [],
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interestId: prefilledInterestId,
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kind: prefilledKind,
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},
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});
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@@ -73,6 +95,21 @@ export default function NewInvoicePage() {
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} = methods;
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const watchedValues = watch();
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const isDepositInvoice = watchedValues.kind === 'deposit';
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// Pre-fill the billing entity from the linked interest's client on launch.
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useEffect(() => {
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if (prefilledInterest?.data && !watchedValues.billingEntity) {
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setValue(
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'billingEntity',
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{ type: 'client', id: prefilledInterest.data.clientId },
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{ shouldValidate: true },
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);
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}
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// We only want this to run when the interest data first arrives.
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// eslint-disable-next-line react-hooks/exhaustive-deps
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}, [prefilledInterest?.data?.clientId]);
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const lineItems = watchedValues.lineItems ?? [];
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const subtotal = lineItems.reduce(
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(sum, li) => sum + (Number(li.quantity) || 0) * (Number(li.unitPrice) || 0),
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@@ -165,6 +202,23 @@ export default function NewInvoicePage() {
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<CardTitle className="text-base">Client Information</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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{isDepositInvoice ? (
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<div className="flex items-start gap-3 rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-sm text-amber-900">
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<Wallet className="mt-0.5 h-4 w-4 shrink-0" />
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<div className="min-w-0">
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<p className="font-medium">Deposit invoice</p>
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<p className="text-xs text-amber-800">
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{prefilledInterest?.data
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? `Linked to ${prefilledInterest.data.clientName ?? 'interest'}${
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prefilledInterest.data.berthMooringNumber
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? ` — Berth ${prefilledInterest.data.berthMooringNumber}`
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: ''
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}. Marking this invoice as paid will advance the interest to "Deposit 10%".`
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: 'Marking this invoice as paid will advance the linked interest to "Deposit 10%".'}
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</p>
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</div>
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</div>
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) : null}
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<div className="space-y-2">
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<Label>
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Billing entity <span className="text-destructive">*</span>
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41
src/app/api/v1/interests/[id]/outcome/route.ts
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41
src/app/api/v1/interests/[id]/outcome/route.ts
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@@ -0,0 +1,41 @@
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import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseBody } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { clearInterestOutcome, setInterestOutcome } from '@/lib/services/interests.service';
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import { clearOutcomeSchema, setOutcomeSchema } from '@/lib/validators/interests';
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export const POST = withAuth(
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withPermission('interests', 'change_stage', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, setOutcomeSchema);
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const result = await setInterestOutcome(params.id!, ctx.portId, body, {
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userId: ctx.userId,
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portId: ctx.portId,
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ipAddress: ctx.ipAddress,
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userAgent: ctx.userAgent,
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});
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return NextResponse.json({ data: result });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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export const DELETE = withAuth(
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withPermission('interests', 'change_stage', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, clearOutcomeSchema);
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const result = await clearInterestOutcome(params.id!, ctx.portId, body, {
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userId: ctx.userId,
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portId: ctx.portId,
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ipAddress: ctx.ipAddress,
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userAgent: ctx.userAgent,
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});
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return NextResponse.json({ data: result });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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