Files
pn-new-crm/src/components/interests/urgency.ts
Matt 6b28459c45 feat(pipeline): 9→7 stage refactor + v1.1 hardening wave
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>
2026-05-14 03:39:21 +02:00

97 lines
3.3 KiB
TypeScript

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