From 939cfcbee5d2fdfa7e34ddbecedb8eb26e32f9fb Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Fri, 24 Jul 2026 13:50:30 +0000
Subject: [PATCH] =?UTF-8?q?Classify=20by=20design-document=20presence=20th?=
 =?UTF-8?q?rough=20the=20whole=20pipeline=20=F0=9F=9F=A9?=
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Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 .../your-projects/live/transforms.test.ts     | 41 +++++++++++++++++++
 1 file changed, 41 insertions(+)

diff --git a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
index fbd7b6d3..cec5ed4e 100644
--- a/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
+++ b/src/app/portfolio/[slug]/(portfolio)/your-projects/live/transforms.test.ts
@@ -385,6 +385,15 @@ describe("resolveDisplayStage — after-coordination precedence (downstream evid
       )
     ).toBe("At Post Survey");
   });
+
+  it("does NOT return Installation in Progress for designStatus UPLOADED when the design document is absent (regression for the reported bug)", () => {
+    // The HubSpot designStatus flag can be set before — or without — the
+    // Retrofit Design Document ever being uploaded. It must no longer push a
+    // Property into Installation in Progress.
+    expect(
+      resolveDisplayStage(makeCoordinationCompleteDeal({ designStatus: "UPLOADED" }), false)
+    ).toBe("Design in Progress");
+  });
 });
 
 describe("resolveDisplayStage — design-document presence drives the Design/Installation boundary", () => {
@@ -435,6 +444,19 @@ describe("classifyDeals", () => {
     expect(result.dealId).toBe("abc-123");
     expect(result.dealname).toBe("Test");
   });
+
+  it("classifies a coordination-complete deal as Installation in Progress only when its id is in the design-document set", () => {
+    // Arrange
+    const withDoc = makeDeal({ dealId: "has-doc", coordinationStatus: "(V1) IOE/MTP COMPLETE" });
+    const withoutDoc = makeDeal({ dealId: "no-doc", coordinationStatus: "(V1) IOE/MTP COMPLETE" });
+
+    // Act
+    const [a, b] = classifyDeals([withDoc, withoutDoc], new Set(["has-doc"]));
+
+    // Assert
+    expect(a.displayStage).toBe("Installation in Progress");
+    expect(b.displayStage).toBe("Design in Progress");
+  });
 });
 
 // -----------------------------------------------------------------------
@@ -701,6 +723,25 @@ describe("computeLiveTrackerData", () => {
     expect(result.projects).toHaveLength(0);
     expect(result.totalDeals).toBe(0);
   });
+
+  it("reflects design-document presence in the project roll-up stage counts", () => {
+    // Arrange — two coordination-complete deals in one project, one with a
+    // Retrofit Design Document and one without.
+    const deals = [
+      makeDeal({ projectCode: "PROJ-A", dealId: "has-doc", coordinationStatus: "(V1) IOE/MTP COMPLETE" }),
+      makeDeal({ projectCode: "PROJ-A", dealId: "no-doc", coordinationStatus: "(V1) IOE/MTP COMPLETE" }),
+    ];
+
+    // Act
+    const result = computeLiveTrackerData(deals, new Set(["has-doc"]));
+
+    // Assert
+    const stageProgress = result.projects[0].progress.stageProgress;
+    const design = stageProgress.find((s) => s.stage === "Design in Progress")!;
+    const install = stageProgress.find((s) => s.stage === "Installation in Progress")!;
+    expect(design.count).toBe(1);
+    expect(install.count).toBe(1);
+  });
 });
 
 describe("hasMajorConditionIssue", () => {