feat(uat-batch-8): qualification rework — intent auto-confirm + derived-only + collapse-when-done

Three coordinated changes to the per-interest qualification checklist
that collectively trim it from a noisy gate into an out-of-the-way
audit log once the deal moves forward.

- Auto-confirm `intent_confirmed` once `pipelineStage > qualified`.
  Signing an EOI (or later) is the strongest signal of intent; the
  checklist no longer requires a redundant explicit tick. Evidence
  string reads "Stage advanced past Qualified".
- `dimensions` becomes derived-only — explicit ticks no longer
  override removed evidence. When the rep deletes a yacht link or
  clears desired dims, the row un-ticks immediately. Judgement-based
  criteria keep the OR semantic so a manual confirmation survives an
  evidence change.
- Checklist auto-collapses when fully confirmed: header shows ✓ All
  confirmed (label · label) with a chevron; rep clicks to expand and
  inspect or untick. Forced-expanded whenever an item is still
  outstanding. ARIA-controlled.
- `qualification.service` gains a `pipelineStage` column-select and
  threads it through `AutoCtx`; `DERIVED_ONLY_KEYS` Set sentinel
  drives the new merge semantic.

tsc clean. 1419/1419 vitest pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/lib/services/qualification.service.ts

@@ -14,6 +14,7 @@ import { and, asc, eq } from 'drizzle-orm';
 import { db } from '@/lib/db';
 import { interestQualifications, interests, qualificationCriteria } from '@/lib/db/schema';
 import { createAuditLog, type AuditMeta } from '@/lib/audit';
+import { PIPELINE_STAGES, type PipelineStage } from '@/lib/constants';
 import { ConflictError, NotFoundError, ValidationError } from '@/lib/errors';
 import { emitToRoom } from '@/lib/socket/server';
 import type {
@@ -261,6 +262,7 @@ export async function listInterestQualifications(
       desiredLengthFt: true,
       desiredWidthFt: true,
       desiredDraftFt: true,
+      pipelineStage: true,
     },
   });
   if (!interest) throw new NotFoundError('Interest');
@@ -295,36 +297,34 @@ export async function listInterestQualifications(
 
   return criteria.map((c) => {
     const s = stateByKey.get(c.key);
-    const autoSatisfied = computeAutoSatisfied(c.key, {
+    const ctx = {
       yachtDims,
       desiredDims: {
         lengthFt: interest.desiredLengthFt ?? null,
         widthFt: interest.desiredWidthFt ?? null,
         draftFt: interest.desiredDraftFt ?? null,
       },
-    });
+      pipelineStage: (interest.pipelineStage ?? 'enquiry') as PipelineStage,
+    };
+    const autoSatisfied = computeAutoSatisfied(c.key, ctx);
     const explicit = s?.confirmed ?? false;
-    const evidence = autoSatisfied
-      ? computeEvidence(c.key, {
-          yachtDims,
-          desiredDims: {
-            lengthFt: interest.desiredLengthFt ?? null,
-            widthFt: interest.desiredWidthFt ?? null,
-            draftFt: interest.desiredDraftFt ?? null,
-          },
-        })
-      : '';
+    const evidence = autoSatisfied ? computeEvidence(c.key, ctx) : '';
+    // Derived-only criteria (e.g. `dimensions`) ignore the explicit tick
+    // entirely — if the underlying evidence disappears, the row un-ticks.
+    // Judgement-based criteria keep the OR semantic so a rep's explicit
+    // confirmation survives an evidence change.
+    const confirmed = isDerivedOnly(c.key) ? autoSatisfied : explicit || autoSatisfied;
     return {
       key: c.key,
       label: c.label,
       description: c.description,
       enabled: c.enabled,
       displayOrder: c.displayOrder,
-      // Surface ticked state when either signal is true. Explicit confirmation
+      // Surface ticked state per `confirmed` above. Explicit confirmation
       // still gets its confirmedAt/By stamps; auto-satisfied state leaves
       // those null so the rep can see "this was system-derived, not an
       // explicit sign-off".
-      confirmed: explicit || autoSatisfied,
+      confirmed,
       confirmedAt: s?.confirmedAt ?? null,
       confirmedBy: s?.confirmedBy ?? null,
       notes: s?.notes ?? null,
@@ -339,13 +339,26 @@ export async function listInterestQualifications(
  * (and any linked records) and decide whether the criterion is satisfied
  * without an explicit rep tick. Add new rules by branching on `key`.
  */
-function computeAutoSatisfied(
-  key: string,
-  ctx: {
-    yachtDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null } | null;
-    desiredDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null };
-  },
-): boolean {
+interface AutoCtx {
+  yachtDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null } | null;
+  desiredDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null };
+  pipelineStage: PipelineStage;
+}
+
+/**
+ * Keys whose `confirmed` state should be purely derived (no explicit
+ * tick respected). Removing the underlying evidence un-ticks the row.
+ * Compare with keys carrying real rep judgement (e.g. intent_confirmed
+ * before auto-derivation kicks in), which retain explicit-vs-auto OR
+ * semantics.
+ */
+const DERIVED_ONLY_KEYS: ReadonlySet<string> = new Set(['dimensions']);
+
+function isDerivedOnly(key: string): boolean {
+  return DERIVED_ONLY_KEYS.has(key);
+}
+
+function computeAutoSatisfied(key: string, ctx: AutoCtx): boolean {
   if (key === 'dimensions') {
     const hasYachtDims =
       !!ctx.yachtDims &&
@@ -356,6 +369,14 @@ function computeAutoSatisfied(
       !!ctx.desiredDims.lengthFt && !!ctx.desiredDims.widthFt && !!ctx.desiredDims.draftFt;
     return hasYachtDims || hasDesiredDims;
   }
+  if (key === 'intent_confirmed') {
+    // Signing an EOI (or later) is the strongest signal of intent —
+    // auto-tick once the rep has moved past Qualified. The criterion
+    // can still be ticked manually before then.
+    const stageIdx = PIPELINE_STAGES.indexOf(ctx.pipelineStage);
+    const qualifiedIdx = PIPELINE_STAGES.indexOf('qualified');
+    return stageIdx > qualifiedIdx;
+  }
   return false;
 }
 
@@ -364,13 +385,7 @@ function computeAutoSatisfied(
  * auto-satisfaction. Mirrors `computeAutoSatisfied`'s branching so the UI
  * can render "Auto · <evidence>" — closes the "why is this ticked?" gap.
  */
-function computeEvidence(
-  key: string,
-  ctx: {
-    yachtDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null } | null;
-    desiredDims: { lengthFt: string | null; widthFt: string | null; draftFt: string | null };
-  },
-): string {
+function computeEvidence(key: string, ctx: AutoCtx): string {
   if (key === 'dimensions') {
     const hasYacht =
       !!ctx.yachtDims &&
@@ -387,6 +402,9 @@ function computeEvidence(
     }
     return '';
   }
+  if (key === 'intent_confirmed') {
+    return 'Stage advanced past Qualified';
+  }
   return '';
 }