Replaces the legacy 9-stage pipeline with 7 canonical stages
(enquiry → qualified → eoi → reservation → deposit_paid → contract →
nurturing) plus three doc sub-status columns (eoi_doc_status,
reservation_doc_status, contract_doc_status) that track sent/signed
within a single stage instead of branching it.
Schema (migration 0062):
- interests gains assigned_to, deposit_expected_amount/currency,
three doc-status columns, two documenso-id columns, and
date_reservation_signed.
- New tables: qualification_criteria (per-port admin-configurable),
interest_qualifications (per-interest state), payments (deposit /
balance / refund records keyed to interest + client).
- Default qualification criteria seeded for every existing port.
- Dummy-data UPDATEs collapse Sent/Signed pairs and 'completed' into
the new stage + doc-status + outcome shape.
Migration 0063 adds interest_contact_log.voice_transcript and
template_used columns for v1.1-A/B (quick-template buttons + voice
transcription via Web Speech API).
v1.1 phase work bundled here:
- A/B: Quick-template buttons (Call / Visit / Email) + mic toggle on
the contact-log compose dialog (useVoiceTranscription hook).
- C: berth-rules-engine wraps state writes in pg_advisory_xact_lock
with an idempotent re-read; emits rule_evaluated audit traces.
- D: Documenso webhook: reservation/contract sub-status stamping
moved out of the PDF-download try-block so a download failure
no longer swallows the stamp. New integration test coverage.
- E: /admin/qualification-criteria CRUD page + admin component.
- F: default_new_interest_owner exposed in System Settings.
- G: recentActivityCount + active_engagement deal-pulse signal
surfaced as a chip on interests + hot-deals card.
- H: interest_assigned notification on assignedTo change (skips
self-assign, uses a dedupe key).
Plus the supporting components: AssignedToChip, DealPulseChip,
PaymentsSection, QualificationChecklist, MultiEoiChip,
SkipAheadBanner, WonStatusPanel, InterestBerthStatusBanner,
SupplementalInfoRequestButton, UserPicker.
Tests: 1370/1370 vitest pass (added deal-health unit suite +
expanded constants/validators/pipeline-transitions coverage). tsc
clean, eslint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Address the CRITICAL + high-leverage HIGH items from the types-auditor:
**C1 — `tx: any` in client-restore.service**
Export a canonical `Tx` type from `lib/db/utils.ts` (derived from
Drizzle's `db.transaction` callback shape) and use it in
`applyReversal` so the 12+ downstream tx writes get full inference.
**C2 — berth-detail page stacked `useQuery<any>` escape hatches**
Export `BerthDetailData` from berth-detail-header and consume it
through useQuery + apiFetch. Removed three `any` escapes in the
highest-traffic detail page. Also collapsed the duplicate `BerthData`
in berth-tabs.tsx to import from berth-detail-header so the two
types can't drift.
**C3 — parseBody migration for portal/public routes**
Replace raw `await req.json() + schema.parse(body)` with the
project-standard `parseBody(req, schema)` helper across 7 routes:
- portal/auth/{change-password, activate, reset-password}
- auth/set-password
- public/{interests, residential-inquiries}
Skipped the three anti-enumeration routes (forgot-password, sign-in,
sign-in-by-identifier) where the manual validation gives opaque
errors on purpose. website-inquiries already wraps the parse in a
custom 400 — left as-is.
**HIGH #5 — `toAuditJson<T>` helper (21 → 0 inline casts)**
Introduce `toAuditJson<T extends object>(row: T): Record<string,
unknown>` in lib/audit.ts (mirrors gdpr-bundle-builder's `toJsonRow`
that already exists for the same reason). Codemod 21 `<row> as unknown
as Record<string, unknown>` sites across:
- invoices.ts × 6
- expenses.ts × 6
- berths.service × 2
- documents.service × 2
- ocr-config.service × 2
- ai-budget.service × 2
- yachts.service, companies.service, company-memberships.service × 1 each
document-templates' `payload as unknown as Record<...>` is a different
shape (Documenso form-values widening, not an audit log) — kept the
manual cast there. Tests stay 1315/1315.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Auto-format all files modified during the documents-hub-split feature
branch that were not yet aligned with the project's Prettier config
(single quotes, semicolons, trailing commas).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
