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>
232 lines
7.3 KiB
TypeScript
232 lines
7.3 KiB
TypeScript
/**
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* interests.service yacht-ownership validation integration tests.
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*
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* Covers:
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* - createInterest with yachtId succeeds when yacht is owned by the client
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* - createInterest with yachtId rejects when yacht belongs to a different client
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* - createInterest with yachtId succeeds when client is member of owning company
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* - createInterest without yachtId succeeds (stage=open is allowed)
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* - changeInterestStage rejects moving out of "open" when yachtId is null
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* - changeInterestStage succeeds when yachtId is set
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* - updateInterest validates yacht ownership when changing yachtId
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*
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* Uses dynamic imports (PR 8 pattern) so env is loaded before service modules
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* touch `db`.
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*/
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import { describe, it, expect, beforeAll } from 'vitest';
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describe('interests.service — yacht ownership validation', () => {
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let createInterest: typeof import('@/lib/services/interests.service').createInterest;
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let updateInterest: typeof import('@/lib/services/interests.service').updateInterest;
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let changeInterestStage: typeof import('@/lib/services/interests.service').changeInterestStage;
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let makePort: typeof import('../helpers/factories').makePort;
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let makeClient: typeof import('../helpers/factories').makeClient;
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let makeYacht: typeof import('../helpers/factories').makeYacht;
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let makeCompany: typeof import('../helpers/factories').makeCompany;
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let makeMembership: typeof import('../helpers/factories').makeMembership;
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let makeAuditMeta: typeof import('../helpers/factories').makeAuditMeta;
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beforeAll(async () => {
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const svc = await import('@/lib/services/interests.service');
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createInterest = svc.createInterest;
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updateInterest = svc.updateInterest;
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changeInterestStage = svc.changeInterestStage;
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const factories = await import('../helpers/factories');
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makePort = factories.makePort;
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makeClient = factories.makeClient;
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makeYacht = factories.makeYacht;
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makeCompany = factories.makeCompany;
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makeMembership = factories.makeMembership;
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makeAuditMeta = factories.makeAuditMeta;
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});
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it('createInterest with yachtId succeeds when yacht is owned by the client', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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const yacht = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: client.id,
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});
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const interest = await createInterest(
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port.id,
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{
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clientId: client.id,
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yachtId: yacht.id,
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pipelineStage: 'enquiry',
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tagIds: [],
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reminderEnabled: false,
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},
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makeAuditMeta({ portId: port.id }),
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);
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expect(interest.yachtId).toBe(yacht.id);
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expect(interest.clientId).toBe(client.id);
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});
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it('createInterest with yachtId rejects when yacht belongs to a different client', async () => {
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const port = await makePort();
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const clientA = await makeClient({ portId: port.id });
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const clientB = await makeClient({ portId: port.id });
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const yacht = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: clientA.id,
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});
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await expect(
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createInterest(
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port.id,
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{
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clientId: clientB.id,
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yachtId: yacht.id,
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pipelineStage: 'enquiry',
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tagIds: [],
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reminderEnabled: false,
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},
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makeAuditMeta({ portId: port.id }),
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),
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).rejects.toThrow(/yacht does not belong to this client/);
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});
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it('createInterest with yachtId succeeds when client is member of owning company', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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const company = await makeCompany({ portId: port.id });
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await makeMembership({
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companyId: company.id,
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clientId: client.id,
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role: 'director',
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endDate: null,
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});
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const yacht = await makeYacht({
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portId: port.id,
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ownerType: 'company',
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ownerId: company.id,
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});
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const interest = await createInterest(
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port.id,
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{
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clientId: client.id,
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yachtId: yacht.id,
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pipelineStage: 'enquiry',
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tagIds: [],
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reminderEnabled: false,
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},
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makeAuditMeta({ portId: port.id }),
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);
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expect(interest.yachtId).toBe(yacht.id);
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});
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it('createInterest without yachtId succeeds (stage=open is allowed)', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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const interest = await createInterest(
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port.id,
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{ clientId: client.id, pipelineStage: 'enquiry', tagIds: [], reminderEnabled: false },
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makeAuditMeta({ portId: port.id }),
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);
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expect(interest.yachtId).toBeNull();
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expect(interest.pipelineStage).toBe('enquiry');
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});
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it('changeInterestStage rejects moving out of "enquiry" when yachtId is null', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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const interest = await createInterest(
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port.id,
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{ clientId: client.id, pipelineStage: 'enquiry', tagIds: [], reminderEnabled: false },
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makeAuditMeta({ portId: port.id }),
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);
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await expect(
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changeInterestStage(
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interest.id,
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port.id,
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{ pipelineStage: 'qualified' },
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makeAuditMeta({ portId: port.id }),
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),
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).rejects.toThrow(/yachtId is required before leaving stage=enquiry/);
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});
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it('changeInterestStage succeeds when yachtId is set', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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const yacht = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: client.id,
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});
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const interest = await createInterest(
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port.id,
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{
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clientId: client.id,
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yachtId: yacht.id,
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pipelineStage: 'enquiry',
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tagIds: [],
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reminderEnabled: false,
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},
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makeAuditMeta({ portId: port.id }),
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);
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const updated = await changeInterestStage(
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interest.id,
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port.id,
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{ pipelineStage: 'qualified' },
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makeAuditMeta({ portId: port.id }),
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);
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expect(updated.pipelineStage).toBe('qualified');
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});
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it('updateInterest validates yacht ownership when changing yachtId', async () => {
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const port = await makePort();
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const clientA = await makeClient({ portId: port.id });
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const clientB = await makeClient({ portId: port.id });
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// Interest is owned by clientA; yacht belongs to clientB.
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const interest = await createInterest(
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port.id,
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{ clientId: clientA.id, pipelineStage: 'enquiry', tagIds: [], reminderEnabled: false },
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makeAuditMeta({ portId: port.id }),
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);
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const yachtOfB = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: clientB.id,
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});
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await expect(
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updateInterest(
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interest.id,
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port.id,
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{ yachtId: yachtOfB.id },
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makeAuditMeta({ portId: port.id }),
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),
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).rejects.toThrow(/yacht does not belong to this client/);
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// ... and succeeds when swapping in a yacht that clientA actually owns.
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const yachtOfA = await makeYacht({
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portId: port.id,
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ownerType: 'client',
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ownerId: clientA.id,
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});
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const updated = await updateInterest(
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interest.id,
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port.id,
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{ yachtId: yachtOfA.id },
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makeAuditMeta({ portId: port.id }),
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);
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expect(updated.yachtId).toBe(yachtOfA.id);
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});
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});
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