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:
156
src/components/interests/interest-outcome-dialog.tsx
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156
src/components/interests/interest-outcome-dialog.tsx
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'use client';
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import { useState } from 'react';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { Loader2, Trophy, XCircle } from 'lucide-react';
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import { Button } from '@/components/ui/button';
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import { Label } from '@/components/ui/label';
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import { Textarea } from '@/components/ui/textarea';
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import {
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Dialog,
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DialogContent,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@/components/ui/select';
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import { apiFetch } from '@/lib/api/client';
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import { type InterestOutcome } from '@/lib/validators/interests';
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const OUTCOME_LABELS: Record<InterestOutcome, string> = {
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won: 'Won',
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lost_other_marina: 'Lost — went to another marina',
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lost_unqualified: 'Lost — unqualified',
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lost_no_response: 'Lost — no response',
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cancelled: 'Cancelled',
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};
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const LOST_OUTCOMES: InterestOutcome[] = [
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'lost_other_marina',
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'lost_unqualified',
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'lost_no_response',
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'cancelled',
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];
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interface Props {
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interestId: string;
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open: boolean;
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onOpenChange: (open: boolean) => void;
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/** Determines which outcomes are offered. 'won' opens with just the Won option preselected. */
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mode: 'won' | 'lost';
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}
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export function InterestOutcomeDialog({ interestId, open, onOpenChange, mode }: Props) {
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const queryClient = useQueryClient();
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const choices: InterestOutcome[] = mode === 'won' ? ['won'] : LOST_OUTCOMES;
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const [outcome, setOutcome] = useState<InterestOutcome>(choices[0]!);
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const [reason, setReason] = useState('');
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const mutation = useMutation({
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mutationFn: () =>
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apiFetch(`/api/v1/interests/${interestId}/outcome`, {
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method: 'POST',
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body: { outcome, reason: reason || undefined },
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}),
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
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queryClient.invalidateQueries({ queryKey: ['interests'] });
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onOpenChange(false);
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setReason('');
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},
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});
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function handleOpenChange(next: boolean) {
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if (!next) {
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setReason('');
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setOutcome(choices[0]!);
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}
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onOpenChange(next);
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}
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return (
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<Dialog open={open} onOpenChange={handleOpenChange}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle className="flex items-center gap-2">
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{mode === 'won' ? (
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<Trophy className="h-4 w-4 text-emerald-600" />
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) : (
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<XCircle className="h-4 w-4 text-rose-600" />
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)}
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{mode === 'won' ? 'Mark interest as won' : 'Close interest as lost'}
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</DialogTitle>
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</DialogHeader>
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<div className="space-y-4 py-2">
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{mode === 'lost' ? (
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<div className="space-y-1">
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<Label>Reason</Label>
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<Select value={outcome} onValueChange={(v) => setOutcome(v as InterestOutcome)}>
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<SelectTrigger>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{LOST_OUTCOMES.map((o) => (
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<SelectItem key={o} value={o}>
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{OUTCOME_LABELS[o]}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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</div>
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) : null}
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<div className="space-y-1">
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<Label htmlFor="outcome-reason">Notes (optional)</Label>
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<Textarea
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id="outcome-reason"
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value={reason}
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onChange={(e) => setReason(e.target.value)}
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placeholder={
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mode === 'won'
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? 'Anything notable about the win? (visible in timeline + reports)'
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: 'What happened? (visible in timeline + reports)'
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}
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rows={3}
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/>
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</div>
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<p className="text-xs text-muted-foreground">
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This will move the interest to <strong>Completed</strong> and stamp the outcome. You can
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reopen it later.
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</p>
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</div>
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<DialogFooter>
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<Button
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variant="outline"
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onClick={() => handleOpenChange(false)}
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disabled={mutation.isPending}
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>
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Cancel
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</Button>
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<Button
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onClick={() => mutation.mutate()}
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disabled={mutation.isPending}
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className={
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mode === 'won'
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? 'bg-emerald-600 hover:bg-emerald-700'
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: 'bg-rose-600 hover:bg-rose-700'
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}
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>
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{mutation.isPending && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
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{mode === 'won' ? 'Mark as won' : 'Close as lost'}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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