Two coordinated UX changes that finally make the rep's manual-stage-
jump workflow legible:
- Milestone phase classifier introduces a "stage-owning milestone"
rule. When the rep manually advances the deal to Reservation+ but
earlier sub-statuses are still un-signed, the current-stage
milestone now stays marked `'current'` (no longer collapses into
the past-strip / upcoming-accordion based on completion alone).
Earlier-than-stage milestones bucket to `'past'` so the rep can
backfill them; later slots stay `'future'`. The previous
firstIncompleteKey-driven rule still applies in stages without an
owning milestone (enquiry / qualified / nurturing).
- Skip-ahead backfill control `<MilestoneBackfillButton>` lands in
the past-milestones strip whenever a milestone's date column is
null. Opens a DatePicker popover (today default, accepts any past
date) and PATCHes the relevant date_* column directly via
useInterestPatch — no stage transition fires.
- `InterestPatchField` extended with the five milestone date keys;
validator gains `dateDepositReceived` (was the only missing one).
Together this means: a deal manually-advanced from EOI Sent → Deposit
no longer hides Reservation under upcoming-milestones AND the rep can
record the EOI/reservation signing dates without re-triggering the
stage transition.
tsc clean. 1419/1419 vitest pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Matt
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