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:
Matt Ciaccio
2026-05-02 00:01:33 +02:00
parent 886119cbde
commit ba5fb6db5e
21 changed files with 10995 additions and 112 deletions

View File

@@ -2,7 +2,7 @@ import { pgTable, text, boolean, integer, timestamp, primaryKey, index } from 'd
import { ports } from './ports';
import { clients } from './clients';
// Pipeline stages: open, details_sent, in_communication, visited, signed_eoi_nda, deposit_10pct, contract, completed
// Pipeline stages: open, details_sent, in_communication, eoi_sent, eoi_signed, deposit_10pct, contract_sent, contract_signed, completed
export const interests = pgTable(
'interests',
@@ -36,6 +36,16 @@ export const interests = pgTable(
reminderEnabled: boolean('reminder_enabled').notNull().default(false),
reminderDays: integer('reminder_days'),
reminderLastFired: timestamp('reminder_last_fired', { withTimezone: true }),
/** Terminal outcome. Independent of pipelineStage — `outcome` is set
* alongside the stage transition to `completed` to distinguish won
* deals from the various lost variants. NULL while the interest is
* still active. */
outcome: text('outcome'), // 'won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled'
/** Free-text reason captured at the time the outcome is set. Surfaces
* in the timeline + reports. */
outcomeReason: text('outcome_reason'),
/** When the outcome was decided. Lets us age 'how long ago did we lose'. */
outcomeAt: timestamp('outcome_at', { withTimezone: true }),
notes: text('notes'),
archivedAt: timestamp('archived_at', { withTimezone: true }),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
@@ -48,6 +58,7 @@ export const interests = pgTable(
index('idx_interests_yacht').on(table.yachtId),
index('idx_interests_stage').on(table.portId, table.pipelineStage),
index('idx_interests_archived').on(table.portId, table.archivedAt),
index('idx_interests_outcome').on(table.portId, table.outcome),
],
);