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>
95 lines
2.6 KiB
TypeScript
95 lines
2.6 KiB
TypeScript
import { describe, it, expect } from 'vitest';
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import { PIPELINE_STAGES, BERTH_STATUSES, NOTIFICATION_TYPES } from '@/lib/constants';
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describe('PIPELINE_STAGES', () => {
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it('has exactly 7 entries', () => {
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expect(PIPELINE_STAGES).toHaveLength(7);
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});
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it('starts with "enquiry"', () => {
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expect(PIPELINE_STAGES[0]).toBe('enquiry');
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});
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it('ends with "contract"', () => {
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expect(PIPELINE_STAGES[PIPELINE_STAGES.length - 1]).toBe('contract');
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});
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it('contains all expected stages in order', () => {
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expect(PIPELINE_STAGES).toEqual([
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'enquiry',
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'qualified',
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'nurturing',
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'eoi',
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'reservation',
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'deposit_paid',
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'contract',
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]);
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});
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it('is a readonly tuple — type-level immutability via `as const`', () => {
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const arr = PIPELINE_STAGES as unknown as string[];
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expect(arr).toHaveLength(7);
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});
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it('has no duplicate entries', () => {
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const unique = new Set(PIPELINE_STAGES);
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expect(unique.size).toBe(PIPELINE_STAGES.length);
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});
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});
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describe('BERTH_STATUSES', () => {
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it('has exactly 3 entries', () => {
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expect(BERTH_STATUSES).toHaveLength(3);
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});
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it('contains "available"', () => {
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expect(BERTH_STATUSES).toContain('available');
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});
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it('contains "under_offer"', () => {
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expect(BERTH_STATUSES).toContain('under_offer');
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});
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it('contains "sold"', () => {
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expect(BERTH_STATUSES).toContain('sold');
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});
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it('has no duplicate entries', () => {
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const unique = new Set(BERTH_STATUSES);
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expect(unique.size).toBe(BERTH_STATUSES.length);
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});
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});
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describe('NOTIFICATION_TYPES', () => {
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it('contains "interest_stage_changed"', () => {
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expect(NOTIFICATION_TYPES).toContain('interest_stage_changed');
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});
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it('contains "mention"', () => {
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expect(NOTIFICATION_TYPES).toContain('mention');
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});
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it('contains "email_received"', () => {
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expect(NOTIFICATION_TYPES).toContain('email_received');
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});
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it('has no duplicate entries', () => {
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const unique = new Set(NOTIFICATION_TYPES);
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expect(unique.size).toBe(NOTIFICATION_TYPES.length);
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});
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it('contains expected notification categories (interest, document, reminder, financial, email, system)', () => {
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const types = new Set(NOTIFICATION_TYPES);
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// Interest
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expect(types.has('interest_stage_changed')).toBe(true);
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expect(types.has('interest_created')).toBe(true);
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// Document
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expect(types.has('document_sent')).toBe(true);
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expect(types.has('document_signed')).toBe(true);
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// Financial
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expect(types.has('invoice_paid')).toBe(true);
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// System
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expect(types.has('system_alert')).toBe(true);
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});
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});
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