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>
39 lines
1.2 KiB
TypeScript
39 lines
1.2 KiB
TypeScript
import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseBody } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { remove, update } from '@/lib/services/interest-contact-log.service';
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import { updateContactLogSchema } from '@/lib/validators/interest-contact-log';
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export const PATCH = withAuth(
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withPermission('interests', 'edit', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, updateContactLogSchema);
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const entry = await update(params.id!, ctx.portId, ctx.userId, {
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occurredAt: body.occurredAt,
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channel: body.channel,
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direction: body.direction,
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summary: body.summary,
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voiceTranscript: body.voiceTranscript,
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templateUsed: body.templateUsed,
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followUpAt: body.followUpAt,
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});
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return NextResponse.json({ data: entry });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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export const DELETE = withAuth(
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withPermission('interests', 'edit', async (_req, ctx, params) => {
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try {
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await remove(params.id!, ctx.portId);
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return NextResponse.json({ ok: true });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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