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>
Closes the highest-priority gaps from audit HIGH §19 + MED §§20–21:
* New tests/integration/documenso-webhook-route.test.ts exercises the
receiver route end-to-end: bad-secret rejection, valid-secret +
DOCUMENT_SIGNED writes a documentEvents row, dedup via signatureHash
refuses replays of the same body.
* tests/integration/documents-expired-webhook.test.ts gains a
cross-port assertion: two ports holding the same documenso_id, port
A receives the expired event, port B's document must NOT flip. Made
passing today by extending handleDocumentExpired to accept an
optional `portId` and refuse to mutate when the lookup is ambiguous
across multiple ports without one.
* tests/integration/custom-fields.test.ts gains a Cross-port Isolation
describe: definitions in port A invisible from port B,
setValues from port B with a port-A fieldId is rejected,
getValues for a port-A entity from port B is empty.
Deferred: Tier 5.1 (new test suites for portal-auth / users /
email-accounts / document-sends / sales-email-config) is a multi-hour
test-writing task best handled in a dedicated PR. Each service is
already covered indirectly via route + integration tests; the audit's
ask is direct service tests with cross-port negative paths, which
this commit doesn't address.
Test status: 1175/1175 vitest (was 1168), tsc clean.
Refs: docs/audit-comprehensive-2026-05-05.md HIGH §19 (auditor-J Issue 2)
+ MED §§20–21 (auditor-J Issues 3–4).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
