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>
42 lines
1.4 KiB
TypeScript
42 lines
1.4 KiB
TypeScript
import { NextResponse } from 'next/server';
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import { withAuth, withPermission } from '@/lib/api/helpers';
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import { parseBody } from '@/lib/api/route-helpers';
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import { errorResponse } from '@/lib/errors';
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import { clearInterestOutcome, setInterestOutcome } from '@/lib/services/interests.service';
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import { clearOutcomeSchema, setOutcomeSchema } from '@/lib/validators/interests';
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export const POST = withAuth(
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withPermission('interests', 'change_stage', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, setOutcomeSchema);
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const result = await setInterestOutcome(params.id!, ctx.portId, body, {
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userId: ctx.userId,
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portId: ctx.portId,
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ipAddress: ctx.ipAddress,
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userAgent: ctx.userAgent,
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});
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return NextResponse.json({ data: result });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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export const DELETE = withAuth(
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withPermission('interests', 'change_stage', async (req, ctx, params) => {
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try {
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const body = await parseBody(req, clearOutcomeSchema);
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const result = await clearInterestOutcome(params.id!, ctx.portId, body, {
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userId: ctx.userId,
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portId: ctx.portId,
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ipAddress: ctx.ipAddress,
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userAgent: ctx.userAgent,
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});
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return NextResponse.json({ data: result });
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} catch (error) {
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return errorResponse(error);
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}
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}),
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);
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