Matt
6b28459c45
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>
77 lines
2.6 KiB
TypeScript
77 lines
2.6 KiB
TypeScript
'use client';
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import { AlertCircle } from 'lucide-react';
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import { PIPELINE_STAGES, type PipelineStage } from '@/lib/constants';
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interface SkipAheadInterest {
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pipelineStage: string;
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dateEoiSent?: string | null;
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dateEoiSigned?: string | null;
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dateReservationSigned?: string | null;
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dateDepositReceived?: string | null;
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dateContractSent?: string | null;
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dateContractSigned?: string | null;
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eoiDocStatus?: string | null;
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reservationDocStatus?: string | null;
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contractDocStatus?: string | null;
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}
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/**
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* Soft banner that fires when a rep skip-advanced a deal past earlier
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* milestones without backfilling the matching dates / doc-status badges.
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*
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* Why we care: the funnel/conversion analytics rely on these timestamps to
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* compute how long deals sit in each stage. A deal that jumped straight to
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* deposit_paid with no dateEoiSent looks like a 0-day-EOI in the report,
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* which skews the cohort.
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*
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* The banner is informational only — no enforcement. Reps still have the
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* override path; we just nudge them to fill in the gaps.
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*/
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export function SkipAheadBanner({ interest }: { interest: SkipAheadInterest }) {
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const stageIdx = PIPELINE_STAGES.indexOf(interest.pipelineStage as PipelineStage);
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if (stageIdx < 0) return null;
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const eoiIdx = PIPELINE_STAGES.indexOf('eoi');
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const reservationIdx = PIPELINE_STAGES.indexOf('reservation');
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const depositIdx = PIPELINE_STAGES.indexOf('deposit_paid');
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const gaps: string[] = [];
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// Past EOI but never stamped sent → likely a skip.
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if (stageIdx > eoiIdx && !interest.dateEoiSent) gaps.push('EOI sent date');
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if (stageIdx > eoiIdx && interest.eoiDocStatus !== 'signed' && !interest.dateEoiSigned) {
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gaps.push('EOI signed date');
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}
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if (
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stageIdx > reservationIdx &&
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interest.reservationDocStatus !== 'signed' &&
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!interest.dateReservationSigned
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) {
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gaps.push('Reservation signed date');
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}
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if (stageIdx > depositIdx && !interest.dateDepositReceived) {
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gaps.push('Deposit received date');
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}
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if (gaps.length === 0) return null;
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return (
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<div
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role="status"
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className="flex items-start gap-2 rounded-md border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900"
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>
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<AlertCircle className="size-3.5 mt-0.5 shrink-0" aria-hidden />
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<div>
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<p className="font-medium">
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{gaps.length === 1
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? 'A past milestone is missing its date.'
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: `${gaps.length} past milestones are missing their dates.`}
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</p>
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<p className="mt-0.5 text-amber-800">
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Backfill {gaps.join(' · ')} below so reports show accurate cycle times.
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</p>
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</div>
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</div>
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);
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}
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