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>
R2-H1: smart-restore's berth_released auto-reversal was a no-op while
the wizard claimed success. Now uses the persisted interestId from
the decision detail to re-insert the interest_berths link and flip
the berth status back to under_offer. Verifies the interest still
exists and isn't archived before re-linking.
R2-H2: smart-archive berth status update had a TOCTOU race — read
outside tx, write inside without a lock. Now selects-for-update the
berths row inside the tx and re-checks status against the locked row
before flipping to available, preventing concurrent archive+sale
from un-selling a berth.
R2-H3: bulk-archive's berth→interest lookup fell back to
dossier.interests[0]?.interestId ?? '' which sent empty-string
interestIds that silently matched zero rows. Dossier now exposes
linkedInterestIds[] per berth (authoritative interest_berths join);
bulk + single-client wizard both use it and skip berths with no
linked interest. Affected:
- src/lib/services/client-archive-dossier.service.ts (DossierBerth)
- src/app/api/v1/clients/bulk/route.ts
- src/components/clients/smart-archive-dialog.tsx
R2-H4: external-EOI ran storage upload + 4 DB writes outside a
transaction. Now wraps file/document/event/interest writes in a
single tx; storage upload stays before the tx (S3 isn't
transactional), orphan-object on tx failure is acceptable.
R2-H5: bulk archive double-submit treated already-archived clients as
per-row failures. Bulk callback now early-returns success when the
dossier shows archivedAt is set, making the endpoint idempotent.
1175/1175 vitest passing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The first slice of the smart-archive project. Replaces the dumb DELETE
client flow with a deliberate "look before you leap" pattern:
- New columns on clients: archived_by, archive_reason, archive_metadata
(jsonb capturing every decision made during archive, so restore can
attempt reversal). Migration 0043.
- client-archive-dossier.service builds a structured snapshot of "what's
at stake" for a given client: pipeline interests, berths under offer
(with next-in-line interests for the notification), yachts owned,
active reservations, outstanding invoices, signed/in-flight Documenso
envelopes, portal user, company memberships. Classifies the client as
low-stakes or high-stakes based on pipeline stage (HIGH_STAKES_STAGES
= deposit_10pct + later) so the bulk wizard knows which clients to
prompt individually.
- client-archive.service.archiveClientWithDecisions takes the operator's
decisions and applies them in a single transaction. Persists the
decision log into archive_metadata for restore. Auto-handles portal
user revocation + company membership end-dating; everything else is
caller-driven. Surfaces external cleanups (Documenso void) for the
caller to queue.
- client-restore.service.getRestoreDossier classifies each persisted
decision as autoReversible / reversibleWithPrompt / locked based on
the current state of the world (berth still available? new owner has
active interests on the yacht? etc). restoreClientWithSelections
applies reversals + un-archives the client.
- 4 API routes wire the services to HTTP. The existing /restore
endpoint is upgraded to use the smart restore but stays
backwards-compatible: clients archived before this feature have no
archive_metadata so the dossier returns empty, and a POST with no
body just un-archives them — same as before.
UI work + bulk variant + hard-delete + Documenso cleanup queueing land
in follow-on commits.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
