ba5fb6db5e
Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.
1. EOI queue page
- Sidebar entry under Documents → "EOI queue".
- Route /[port]/documents/eoi renders DocumentsHub with the existing
eoi_queue tab pre-selected (filters in-flight EOIs only).
- .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
route is no longer silently excluded.
2. Invoice ↔ deposit link
- invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
('general' | 'deposit'). Indexed on (port_id, interest_id).
- createInvoiceSchema requires interestId when kind === 'deposit';
the service validates the linked interest belongs to the same port
before insert.
- recordPayment auto-advances pipelineStage to deposit_10pct (via
advanceStageIfBehind) when a paid invoice is kind=deposit and has
an interestId. No-op if the interest is already further along.
- "Create deposit invoice" link added to the Deposit milestone on the
interest detail. Links to /invoices/new?interestId=…&kind=deposit;
the form prefills the billing entity from the linked interest's
client and shows a context banner.
3. Won / lost terminal outcomes
- interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
| 'lost_no_response' | 'cancelled') + outcomeReason text +
outcomeAt timestamp. Indexed on (port_id, outcome).
- setInterestOutcome / clearInterestOutcome services + POST/DELETE
/api/v1/interests/:id/outcome endpoints (gated by change_stage
permission). Setting an outcome moves the interest to `completed`
in the same write; clearing reopens to `in_communication` (or a
caller-specified stage).
- Mark Won / Mark Lost icon buttons on the interest detail header,
plus an outcome badge that replaces the stage pill once a terminal
outcome is set, plus a Reopen button.
- Funnel + dashboard math updated to exclude lost/cancelled outcomes
from active calculations (KPIs.activeInterests, pipelineValueUsd,
getPipelineCounts, computePipelineFunnel, getRevenueForecast).
The funnel now also returns a `lost` summary so callers can
surface leakage without polluting conversion percentages.
Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.
tsc clean. vitest 832/832 pass. ESLint clean on every file touched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
90 lines
3.3 KiB
TypeScript
90 lines
3.3 KiB
TypeScript
import { z } from 'zod';
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import { baseListQuerySchema } from '@/lib/api/route-helpers';
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export const INVOICE_KINDS = ['general', 'deposit'] as const;
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export type InvoiceKind = (typeof INVOICE_KINDS)[number];
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export const createInvoiceSchema = z
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.object({
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billingEntity: z.object({
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type: z.enum(['client', 'company']),
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id: z.string().min(1),
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}),
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billingEmail: z.string().email().optional(),
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billingAddress: z.string().max(500).optional(),
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dueDate: z.string().min(1),
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paymentTerms: z
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.enum(['immediate', 'net10', 'net15', 'net30', 'net45', 'net60'])
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.default('net30'),
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currency: z.string().length(3).default('USD'),
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notes: z.string().max(2000).optional(),
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/** Optional link to a sales interest. Required when kind === 'deposit'. */
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interestId: z.string().min(1).optional(),
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kind: z.enum(INVOICE_KINDS).default('general'),
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lineItems: z
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.array(
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z.object({
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description: z.string().min(1),
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quantity: z.coerce.number().positive().default(1),
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unitPrice: z.coerce.number().min(0),
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}),
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)
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.optional(),
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expenseIds: z.array(z.string()).optional(),
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})
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.refine((data) => data.kind !== 'deposit' || !!data.interestId, {
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message: 'Deposit invoices must be linked to an interest',
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path: ['interestId'],
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})
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.refine(
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(data) =>
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(data.lineItems && data.lineItems.length > 0) ||
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(data.expenseIds && data.expenseIds.length > 0),
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{ message: 'Invoice must have at least one line item or linked expense' },
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);
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export const updateInvoiceSchema = z.object({
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clientName: z.string().min(1).max(200).optional(),
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billingEmail: z.string().email().optional(),
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billingAddress: z.string().max(500).optional(),
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dueDate: z.string().min(1).optional(),
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paymentTerms: z.enum(['immediate', 'net10', 'net15', 'net30', 'net45', 'net60']).optional(),
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currency: z.string().length(3).optional(),
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notes: z.string().max(2000).optional(),
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interestId: z.string().min(1).nullable().optional(),
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kind: z.enum(INVOICE_KINDS).optional(),
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lineItems: z
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.array(
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z.object({
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description: z.string().min(1),
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quantity: z.coerce.number().positive().default(1),
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unitPrice: z.coerce.number().min(0),
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}),
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)
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.optional(),
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expenseIds: z.array(z.string()).optional(),
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});
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export const recordPaymentSchema = z.object({
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paymentDate: z.string().min(1),
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paymentMethod: z.string().optional(),
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paymentReference: z.string().optional(),
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});
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export const listInvoicesSchema = baseListQuerySchema.extend({
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status: z.string().optional(),
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clientName: z.string().optional(),
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dateFrom: z.string().optional(),
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dateTo: z.string().optional(),
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billingEntityType: z.enum(['client', 'company']).optional(),
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billingEntityId: z.string().optional(),
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});
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// `z.input` keeps fields with `.default()` (paymentTerms, currency, kind)
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// optional from the caller's perspective. The schema parser still fills in
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// the defaults, so the service body can rely on them being present at runtime.
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export type CreateInvoiceInput = z.input<typeof createInvoiceSchema>;
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export type UpdateInvoiceInput = z.input<typeof updateInvoiceSchema>;
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export type RecordPaymentInput = z.infer<typeof recordPaymentSchema>;
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export type ListInvoicesInput = z.infer<typeof listInvoicesSchema>;
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