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>
100 lines
2.7 KiB
TypeScript
100 lines
2.7 KiB
TypeScript
import {
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BarChart,
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DataTable,
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DocumentShell,
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KeyValueGrid,
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Section,
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type BarDatum,
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} from '@/lib/pdf/brand-kit';
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import { stageLabel } from '@/lib/constants';
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import type { RevenueData } from '@/lib/services/report-generators';
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export interface RevenueReportPdfProps {
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portName: string;
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logoBuffer: Buffer | null;
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data: RevenueData;
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dateFrom?: string;
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dateTo?: string;
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currency?: string;
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}
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const STAGE_ORDER = [
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'enquiry',
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'qualified',
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'nurturing',
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'eoi',
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'reservation',
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'deposit_paid',
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'contract',
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];
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function fmtAmount(n: number, currency: string): string {
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return `${currency} ${n.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
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}
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export function RevenueReportPdf({
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portName,
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logoBuffer,
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data,
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dateFrom,
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dateTo,
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currency = 'USD',
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}: RevenueReportPdfProps) {
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const stages = [
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...STAGE_ORDER.filter((s) => data.stageRevenue[s] !== undefined),
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...Object.keys(data.stageRevenue).filter((s) => !STAGE_ORDER.includes(s)),
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];
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const rows = stages.map((stage) => ({
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stage,
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amount: Number(data.stageRevenue[stage] ?? 0),
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}));
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const chartData: BarDatum[] = rows.map((r) => ({ label: stageLabel(r.stage), value: r.amount }));
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const total = Number(data.totalCompleted);
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const subtotal = rows.reduce((s, r) => s + r.amount, 0);
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const meta = dateFrom || dateTo ? `Range: ${dateFrom ?? '—'} → ${dateTo ?? 'today'}` : 'All time';
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return (
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<DocumentShell
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portName={portName}
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docTitle="Revenue Report"
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docMeta={meta}
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logoBuffer={logoBuffer}
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>
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<Section title="Summary">
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<KeyValueGrid
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rows={[
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{ label: 'Total completed', value: fmtAmount(total, currency) },
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{ label: 'Pipeline value (open)', value: fmtAmount(subtotal - total, currency) },
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{ label: 'Total stages', value: rows.length },
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{ label: 'Currency', value: currency },
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]}
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/>
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</Section>
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<Section
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title="Revenue by stage"
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subtitle="Sum of expected berth value at each pipeline stage."
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>
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<BarChart data={chartData} height={220} showValues />
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</Section>
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<Section title="Breakdown">
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<DataTable<{ stage: string; amount: number }>
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columns={[
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{ header: 'Stage', flex: 3, render: (r) => stageLabel(r.stage) },
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{
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header: 'Amount',
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flex: 2,
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align: 'right',
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render: (r) => fmtAmount(r.amount, currency),
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},
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]}
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rows={rows}
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totals={['Total', fmtAmount(subtotal, currency)]}
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emptyMessage="No revenue data."
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/>
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</Section>
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</DocumentShell>
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);
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}
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