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>
76 lines
1.5 KiB
TypeScript
76 lines
1.5 KiB
TypeScript
// Ports
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export * from './ports';
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// Users & Auth
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export * from './users';
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// Clients
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export * from './clients';
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// Companies
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export * from './companies';
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// Yachts
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export * from './yachts';
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// Interests
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export * from './interests';
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// Berths
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export * from './berths';
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// Reservations
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export * from './reservations';
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// Documents & Files
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export * from './documents';
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// Brochures + send-outs (Phase 7)
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export * from './brochures';
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// Financial
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export * from './financial';
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// Email
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export * from './email';
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// Portal (client-portal auth)
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export * from './portal';
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// CRM admin invites (better-auth realm)
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export * from './crm-invites';
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// Residential (parallel domain - separate clients & interests for the
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// external residential team)
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export * from './residential';
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// Operations
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export * from './operations';
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// System
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export * from './system';
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// Insights (Phase B): alerts, analytics_snapshots
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export * from './insights';
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// AI usage ledger (Phase 3b)
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export * from './ai-usage';
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// GDPR export tracking (Phase 3d)
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export * from './gdpr';
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// Migration ledger (one-shot scripts - NocoDB import etc.)
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export * from './migration';
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// Website submissions (dual-write capture from the marketing site)
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export * from './website-submissions';
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// Pre-EOI supplemental form tokens
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export * from './supplemental-forms';
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// Pipeline refactor — qualification criteria, payment records
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export * from './pipeline';
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// Relations (must come last - references all tables)
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export * from './relations';
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