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>
The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.
This commit closes both gaps:
1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
stageLabel / stageBadgeClass / stageDotClass / safeStage /
canTransitionStage helpers. components/clients/pipeline-constants.ts
becomes a re-export shim so existing imports keep working.
2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
form, stage picker), pipeline board, client card, berth interests tab,
portal client interests page, dashboard pipeline / funnel / revenue-
forecast charts, settings pipeline_weights default, dashboard.service
weights, analytics.service funnel stages, alert-rules stale-interest
filter, interest-scoring stage rank.
3. Documents tab wired into interest detail — replaced the placeholder in
interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
EOI launcher is back where salespeople work.
4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
(forward-only, no-op if interest is already past the target). Called
from documents.service.ts on send (→ eoi_sent), Documenso completed
webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).
5. Transition guard — canTransitionStage() blocks egregious skips
(e.g. completed → open, open → contract_signed). Enforced in
changeInterestStage before the DB write.
Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR3 of Phase B. Replaces the no-op stubs in analytics.service.ts with
working drizzle queries and adds the recurring BullMQ job that warms
the cache.
Computations:
- computePipelineFunnel: groups interests by pipeline_stage filtered by
port + range + not archived; emits 8-row stages array with conversion
pct relative to 'open' as the funnel top.
- computeOccupancyTimeline: per day in range, counts berths covered by
an active reservation (start_date ≤ day, end_date IS NULL OR ≥ day);
emits {date, occupied, total, occupancyPct}.
- computeRevenueBreakdown: sums invoices.total grouped by status +
currency; filters out archived rows.
- computeLeadSourceAttribution: counts interests by source descending;
null source bucketed as 'unspecified'.
Public API (getPipelineFunnel, getOccupancyTimeline, etc.) reads
analytics_snapshots first; falls back to compute + writeSnapshot. TTL
15 minutes (matches the cron interval).
Cron:
- queue/scheduler.ts registers 'analytics-refresh' on maintenance with
pattern '*/15 * * * *'.
- queue/workers/maintenance.ts dispatches to refreshSnapshotsForPort
for every port; per-port try/catch so one bad port doesn't kill the
sweep.
Tests: tests/integration/analytics-service.test.ts (9 cases). Pipeline
funnel math (incl. zero state), occupancy timeline shape/percentages
with seeded reservations, revenue grouped by status + currency, lead
source attribution incl. null bucketing, cache hit (mutate snapshot
directly → next read returns mutated value), refreshSnapshotsForPort
warms every metric×range combo.
Vitest 690/690 (+9). tsc + lint clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
PR1 of Phase B per docs/superpowers/specs/2026-04-28-phase-b-insights-alerts-design.md.
Lays the foundation that PRs 2-10 will fill in with behaviour.
Schema (migration 0014):
- alerts table with rule-engine fields (rule_id, severity, link,
entity_type/id, fingerprint, fired/dismissed/acknowledged/resolved
timestamps, jsonb metadata). Partial-unique fingerprint index keeps
one open row per (port, rule, entity); separate indexes power
severity-filtered and time-ordered queries.
- analytics_snapshots (port_id, metric_id) -> jsonb cache + computedAt
for the 15-min recurring refresh.
- expenses: duplicate_of self-FK, dedup_scanned_at, ocr_status/raw/
confidence; partial index on (port, vendor, amount, date) where
duplicate_of IS NULL drives the dedup heuristic.
- audit_logs.search_text: GENERATED ALWAYS tsvector over
action+entity_type+entity_id+user_id, GIN-indexed (drizzle can't
model GENERATED ALWAYS in TS yet, so the migration appends manual
ALTER + the GIN index).
Service skeletons in src/lib/services/:
- alerts.service.ts: fingerprintFor, reconcileAlertsForPort (upsert +
auto-resolve), dismiss, acknowledge, listAlertsForPort.
- alert-rules.ts: RULE_REGISTRY of 10 rule evaluators (currently no-op);
PR2 fills in the bodies.
- analytics.service.ts: readSnapshot/writeSnapshot with 15-min TTL +
no-op compute* stubs for the four chart series; PR3 fills behavior.
- expense-dedup.service.ts: scanForDuplicates + markBestDuplicate
using the partial dedup index. PR8 wires the BullMQ trigger.
- expense-ocr.service.ts: OcrResult/OcrLineItem types + ocrReceipt
stub. PR9 wires Claude Vision (Haiku 4.5 + ephemeral system-prompt
cache).
- audit-search.service.ts: tsvector @@ plainto_tsquery + cursor
pagination on (createdAt, id). PR10 wires the admin UI.
tsc clean, lint clean, vitest 675/675 (one unrelated AES random-output
flake passes solo).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
