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:
@@ -1,8 +1,10 @@
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'use client';
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import Link from 'next/link';
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import { useParams } from 'next/navigation';
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import { format, formatDistanceToNowStrict } from 'date-fns';
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import { useMutation, useQueryClient } from '@tanstack/react-query';
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import { CheckCircle2, Circle, FileSignature, Send, Wallet } from 'lucide-react';
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import { CheckCircle2, Circle, FileSignature, Plus, Send, Wallet } from 'lucide-react';
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import type { DetailTab } from '@/components/shared/detail-layout';
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import { Button } from '@/components/ui/button';
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@@ -122,6 +124,8 @@ interface MilestoneSectionProps {
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status: string | null;
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onAdvance: (stage: string) => void;
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isPending: boolean;
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/** Extra nodes (e.g. "Create deposit invoice" link) rendered below the steps. */
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footer?: React.ReactNode;
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}
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/**
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@@ -139,6 +143,7 @@ function MilestoneSection({
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status,
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onAdvance,
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isPending,
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footer,
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}: MilestoneSectionProps) {
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const firstUnsetIdx = steps.findIndex((s) => !s.date);
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@@ -209,6 +214,7 @@ function MilestoneSection({
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);
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})}
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</ol>
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{footer ? <div className="mt-3 border-t pt-3 text-xs">{footer}</div> : null}
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</section>
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);
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}
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@@ -220,6 +226,8 @@ function OverviewTab({
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interestId: string;
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interest: InterestTabsOptions['interest'];
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}) {
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const params = useParams<{ portSlug: string }>();
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const portSlug = params?.portSlug ?? '';
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const mutation = useInterestPatch(interestId);
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const stageMutation = useStageMutation(interestId);
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const save = (field: InterestPatchField) => async (next: string | null) => {
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@@ -271,6 +279,17 @@ function OverviewTab({
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actionLabel: 'Mark deposit received',
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},
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]}
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footer={
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!interest.dateDepositReceived ? (
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<Link
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href={`/${portSlug}/invoices/new?interestId=${interestId}&kind=deposit`}
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className="inline-flex items-center gap-1.5 text-foreground/80 hover:text-foreground"
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>
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<Plus className="size-3.5" />
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Create deposit invoice
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</Link>
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) : null
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}
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/>
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<MilestoneSection
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title="Contract"
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