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>
97 lines
3.3 KiB
TypeScript
97 lines
3.3 KiB
TypeScript
/**
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* Sales-triage urgency badges for interest list rows + cards.
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*
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* Derived purely from the dates we already return on the row, so this is a
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* pure function - no DB hits, no extra fetch. Mirrors the logic the
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* server-side alert-rules engine uses, but for at-a-glance rendering on
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* the list itself.
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*/
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const SILENT_DAYS_THRESHOLD = 7;
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const EOI_AWAITING_DAYS_THRESHOLD = 14;
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const DEPOSIT_PENDING_DAYS_THRESHOLD = 21;
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// Mid-funnel = post-enquiry, pre-EOI. Surfaces the silent-deal warning so
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// reps notice deals stuck in qualifying/nurturing without recent contact.
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const ACTIVE_MID_FUNNEL_STAGES = new Set(['qualified', 'nurturing']);
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export interface InterestUrgencyInput {
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pipelineStage: string;
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outcome?: string | null;
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archivedAt?: string | null;
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dateLastContact?: string | null;
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updatedAt?: string;
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dateEoiSent?: string | null;
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eoiStatus?: string | null;
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dateDepositReceived?: string | null;
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}
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export interface UrgencyBadge {
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/** Stable id for keying. */
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id: 'silent' | 'eoi_awaiting' | 'deposit_pending';
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label: string;
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/** Long form for tooltip / aria-label. */
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detail: string;
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/** Tailwind classes for the pill. */
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className: string;
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}
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function daysSince(iso: string | null | undefined): number | null {
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if (!iso) return null;
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const t = new Date(iso).getTime();
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if (Number.isNaN(t)) return null;
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return Math.floor((Date.now() - t) / 86_400_000);
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}
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export function computeUrgencyBadges(row: InterestUrgencyInput): UrgencyBadge[] {
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// Closed / archived interests don't need triage signals.
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if (row.archivedAt || row.outcome) return [];
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const badges: UrgencyBadge[] = [];
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// Silent in mid-funnel stages - most actionable.
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if (ACTIVE_MID_FUNNEL_STAGES.has(row.pipelineStage)) {
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const lastTouchIso = row.dateLastContact ?? row.updatedAt ?? null;
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const days = daysSince(lastTouchIso);
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if (days !== null && days >= SILENT_DAYS_THRESHOLD) {
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badges.push({
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id: 'silent',
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label: `Silent ${days}d`,
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detail: `No contact in ${days} days`,
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className: 'bg-amber-100 text-amber-800 border border-amber-200',
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});
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}
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}
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// EOI sent but not signed for too long.
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if (row.eoiStatus === 'waiting_for_signatures') {
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const days = daysSince(row.dateEoiSent);
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if (days !== null && days >= EOI_AWAITING_DAYS_THRESHOLD) {
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badges.push({
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id: 'eoi_awaiting',
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label: `EOI ${days}d`,
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detail: `EOI awaiting signature for ${days} days`,
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className: 'bg-orange-100 text-orange-800 border border-orange-200',
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});
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}
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}
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// EOI signed (or further along) but deposit not received yet. The deposit
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// is its own stage now; we trigger the warning while the deal is past EOI
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// signing but hasn't reached deposit_paid + has no dateDepositReceived.
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const eoiOrPast = row.pipelineStage === 'eoi' || row.pipelineStage === 'reservation';
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if (eoiOrPast && !row.dateDepositReceived && row.dateEoiSent) {
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const days = daysSince(row.dateEoiSent);
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if (days !== null && days >= DEPOSIT_PENDING_DAYS_THRESHOLD) {
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badges.push({
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id: 'deposit_pending',
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label: `Deposit ${days}d`,
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detail: `Awaiting deposit for ${days} days since EOI sent`,
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className: 'bg-rose-100 text-rose-800 border border-rose-200',
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});
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}
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}
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return badges;
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}
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