feat(alerts): split interest.stale into worked-then-quiet + new-untouched (interest.no_activity)

- interest.stale now fires only for interests with real in-system follow-up
  (contact log / note / update audit) that went quiet 14+ days.
- new interest.no_activity rule covers never-touched, non-imported interests.
- guard interest.high_value_silent against imported-untouched hot leads.
- keys off migration_source_links ledger to identify the bulk import, so the
  imported backlog matches neither rule and the engine auto-resolves the flood.
- test teardown: delete interest_contact_log + test migration ledger rows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

tests/global-setup.ts

@@ -47,6 +47,7 @@ export async function teardown() {
     , del_files AS (DELETE FROM files WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_ft AS (DELETE FROM form_templates WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_gr AS (DELETE FROM generated_reports WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
+    , del_icl AS (DELETE FROM interest_contact_log WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_int AS (DELETE FROM interests WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_ib AS (DELETE FROM interest_berths WHERE berth_id IN (SELECT id FROM berths WHERE port_id IN (SELECT id FROM doomed)) RETURNING 1)
     , del_inv AS (DELETE FROM invoices WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
@@ -69,5 +70,8 @@ export async function teardown() {
     , del_ports AS (DELETE FROM ports WHERE id IN (SELECT id FROM doomed) RETURNING 1)
     SELECT 1
   `);
+  // migration_source_links has no port_id FK; purge test-only ledger rows by
+  // the marker applied_id our alert tests use.
+  await db.execute(sql`DELETE FROM migration_source_links WHERE applied_id = 'test-apply'`);
   await closeDb();
 }

tests/integration/alerts-engine.test.ts

@@ -18,6 +18,8 @@ import { alerts } from '@/lib/db/schema/insights';
 import { interests } from '@/lib/db/schema/interests';
 import { berthTenancies } from '@/lib/db/schema/tenancies';
 import { documents } from '@/lib/db/schema/documents';
+import { interestContactLog } from '@/lib/db/schema/operations';
+import { migrationSourceLinks } from '@/lib/db/schema/migration';
 import { runAlertEngineForPorts } from '@/lib/services/alert-engine';
 import { makePort, makeClient, makeBerth, makeYacht } from '../helpers/factories';
 
@@ -32,6 +34,30 @@ async function listOpenAlerts(portId: string, ruleId: string) {
     .where(and(eq(alerts.portId, portId), eq(alerts.ruleId, ruleId), isNull(alerts.resolvedAt)));
 }
 
+/** Mark an interest as bulk-imported via the migration ledger. */
+async function markImported(interestId: string) {
+  await db.insert(migrationSourceLinks).values({
+    sourceSystem: 'nocodb_interests',
+    sourceId: `legacy-${interestId}`,
+    targetEntityType: 'interest',
+    targetEntityId: interestId,
+    appliedId: 'test-apply',
+  });
+}
+
+/** A genuine in-system follow-up: a logged contact at `occurredAt`. */
+async function logContact(portId: string, interestId: string, occurredAt: Date) {
+  await db.insert(interestContactLog).values({
+    portId,
+    interestId,
+    occurredAt,
+    channel: 'phone',
+    direction: 'outbound',
+    summary: 'Test follow-up',
+    createdBy: 'seed',
+  });
+}
+
 describe('alert engine', () => {
   beforeEach(() => {
     vi.clearAllMocks();
@@ -149,7 +175,7 @@ describe('alert engine', () => {
     expect(allRows[0]!.resolvedAt).not.toBeNull();
   });
 
-  it('interest.stale fires for old leads in mid-funnel stages', async () => {
+  it('interest.stale fires for worked leads gone quiet >14d', async () => {
     const port = await makePort();
     const client = await makeClient({ portId: port.id });
     const stale = new Date(Date.now() - 30 * 86_400_000);
@@ -164,6 +190,9 @@ describe('alert engine', () => {
         updatedAt: stale,
       })
       .returning();
+    // A real in-system follow-up 30 days ago → this is a worked-then-quiet lead,
+    // not an untouched import.
+    await logContact(port.id, interest!.id, stale);
 
     await clearAlerts(port.id);
     await runAlertEngineForPorts([port.id]);
@@ -172,6 +201,60 @@ describe('alert engine', () => {
     expect(open).toHaveLength(1);
     expect(open[0]!.entityId).toBe(interest!.id);
     expect(open[0]!.severity).toBe('info');
+    // A worked lead must not also fire the new-untouched rule.
+    expect(await listOpenAlerts(port.id, 'interest.no_activity')).toHaveLength(0);
+  });
+
+  it('interest.stale does NOT fire for imported, never-touched interests', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const migrationTime = new Date(Date.now() - 20 * 86_400_000);
+    const legacyDate = new Date(Date.now() - 3 * 365 * 86_400_000); // ~3yr back-dated
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'qualified',
+        dateLastContact: legacyDate, // back-dated by the migration
+        createdAt: migrationTime,
+        updatedAt: migrationTime,
+      })
+      .returning();
+    await markImported(interest!.id);
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    // Imported + never touched in-system → neither interest rule should fire.
+    expect(await listOpenAlerts(port.id, 'interest.stale')).toHaveLength(0);
+    expect(await listOpenAlerts(port.id, 'interest.no_activity')).toHaveLength(0);
+  });
+
+  it('interest.no_activity fires for new, non-imported, untouched interests >14d old', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const created = new Date(Date.now() - 20 * 86_400_000);
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'enquiry',
+        dateLastContact: null,
+        createdAt: created,
+        updatedAt: created,
+      })
+      .returning();
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    const open = await listOpenAlerts(port.id, 'interest.no_activity');
+    expect(open).toHaveLength(1);
+    expect(open[0]!.entityId).toBe(interest!.id);
+    expect(open[0]!.severity).toBe('info');
+    expect(await listOpenAlerts(port.id, 'interest.stale')).toHaveLength(0);
   });
 
   it('interest.high_value_silent fires for hot leads silent >7d', async () => {
@@ -195,6 +278,31 @@ describe('alert engine', () => {
     expect(open[0]!.severity).toBe('critical');
   });
 
+  it('interest.high_value_silent skips imported, never-touched hot leads', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const migrationTime = new Date(Date.now() - 20 * 86_400_000);
+    const legacyDate = new Date(Date.now() - 3 * 365 * 86_400_000);
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'qualified',
+        leadCategory: 'hot_lead',
+        dateLastContact: legacyDate,
+        createdAt: migrationTime,
+        updatedAt: migrationTime,
+      })
+      .returning();
+    await markImported(interest!.id);
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    expect(await listOpenAlerts(port.id, 'interest.high_value_silent')).toHaveLength(0);
+  });
+
   it('engine reports rule errors without crashing the sweep', async () => {
     const port = await makePort();
     const summary = await runAlertEngineForPorts([port.id]);