feat(pipeline): 9→7 stage refactor + v1.1 hardening wave

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>

src/components/admin/admin-sections-browser.tsx

@@ -3,27 +3,34 @@
 import { useMemo, useState } from 'react';
 import Link from 'next/link';
 import {
-  Bell,
+  Activity,
+  BarChart3,
+  BellRing,
   BookOpen,
-  Briefcase,
-  Database,
+  ClipboardList,
+  CopyCheck,
+  DatabaseBackup,
+  FilePen,
+  FileSignature,
   FileText,
-  Globe,
-  HardDrive,
+  FileUp,
   Inbox,
-  Key,
-  LayoutDashboard,
+  ListChecks,
   Mail,
-  Palette,
+  MailPlus,
+  Paintbrush,
   ScrollText,
   Search,
+  Send,
+  Server,
   Settings,
   Shield,
-  Sliders,
+  Ship,
+  SlidersHorizontal,
+  Sparkles,
   Tag,
-  Upload,
+  TrendingUp,
   Users,
-  UsersRound,
   Webhook,
   X,
 } from 'lucide-react';
@@ -83,7 +90,7 @@ const GROUPS: AdminGroup[] = [
         href: 'invitations',
         label: 'Invitations',
         description: 'Send invitations, track pending invites, and resend or revoke them.',
-        icon: Mail,
+        icon: MailPlus,
       },
       {
         href: 'roles',
@@ -108,19 +115,19 @@ const GROUPS: AdminGroup[] = [
         label: 'EOI signing service',
         description:
           'API credentials, EOI template, and default in-app vs external signing pathway.',
-        icon: FileText,
+        icon: FileSignature,
       },
       {
         href: 'reminders',
         label: 'Reminders',
         description: 'Default reminder behaviour and the daily-digest delivery window.',
-        icon: Bell,
+        icon: BellRing,
       },
       {
         href: 'branding',
         label: 'Branding',
         description: 'App name, logo, primary color, and email header/footer HTML.',
-        icon: Palette,
+        icon: Paintbrush,
       },
       {
         href: 'settings',
@@ -183,7 +190,7 @@ const GROUPS: AdminGroup[] = [
         href: 'forms',
         label: 'Forms',
         description: 'Form templates used by client-facing inquiry and intake flows.',
-        icon: Sliders,
+        icon: ClipboardList,
       },
       {
         href: 'templates',
@@ -195,7 +202,7 @@ const GROUPS: AdminGroup[] = [
         href: 'email-templates',
         label: 'Email Templates',
         description: 'Customize subject lines for transactional emails (portal, inquiry, invite).',
-        icon: Mail,
+        icon: FilePen,
       },
       {
         href: 'tags',
@@ -214,7 +221,7 @@ const GROUPS: AdminGroup[] = [
         href: 'custom-fields',
         label: 'Custom Fields',
         description: 'Tenant-defined fields for clients, yachts, and reservations.',
-        icon: Key,
+        icon: SlidersHorizontal,
       },
     ],
   },
@@ -233,19 +240,19 @@ const GROUPS: AdminGroup[] = [
         href: 'sends',
         label: 'Send Log',
         description: 'Brochure and per-berth PDF sends, with delivery failures surfaced for retry.',
-        icon: Mail,
+        icon: Send,
       },
       {
         href: 'duplicates',
         label: 'Duplicates',
         description: 'Review queue of suspected duplicate clients flagged by the dedup engine.',
-        icon: UsersRound,
+        icon: CopyCheck,
       },
       {
         href: 'import',
         label: 'Bulk Import',
         description: 'CSV-driven imports for clients, yachts, and reservations.',
-        icon: Upload,
+        icon: FileUp,
       },
       {
         href: 'audit',
@@ -263,26 +270,26 @@ const GROUPS: AdminGroup[] = [
         href: 'reports',
         label: 'Reports',
         description: 'Saved analytics views and ad-hoc query results.',
-        icon: LayoutDashboard,
+        icon: BarChart3,
       },
       {
         href: 'monitoring',
         label: 'Queue Monitoring',
         description: 'BullMQ queue health, throughput, and retry diagnostics.',
-        icon: Database,
+        icon: Activity,
       },
       {
         href: 'backup',
         label: 'Backup & Restore',
         description: 'Backup posture + retention policy (read-only).',
-        icon: HardDrive,
+        icon: DatabaseBackup,
       },
       {
         href: 'storage',
         label: 'Storage Backend',
         description:
           'Choose between S3-compatible object store or local filesystem; migrate between them.',
-        icon: HardDrive,
+        icon: Server,
       },
     ],
   },
@@ -294,14 +301,14 @@ const GROUPS: AdminGroup[] = [
         href: 'ports',
         label: 'Ports',
         description: 'Manage the marinas/ports this installation serves.',
-        icon: Briefcase,
+        icon: Ship,
       },
       {
         href: 'onboarding',
         label: 'Onboarding checklist',
         description:
           'Step-by-step setup checklist for fresh ports — auto-detects what you’ve configured and lets you mark manual steps complete.',
-        icon: LayoutDashboard,
+        icon: ListChecks,
       },
     ],
   },
@@ -313,22 +320,28 @@ const GROUPS: AdminGroup[] = [
         href: 'ai',
         label: 'AI configuration',
         description:
-          'Master switch + provider credentials shared by every AI surface (OCR, berth-PDF parser, future recommender embeddings).',
-        icon: ScrollText,
-        keywords: ['openai', 'anthropic', 'gpt', 'claude', 'llm', 'api key', 'embeddings'],
-      },
-      {
-        href: 'ocr',
-        label: 'Receipt OCR (per-feature)',
-        description: 'Provider, model, and confidence thresholds for the receipt scanner.',
-        icon: ScrollText,
-        keywords: ['receipt', 'scan', 'tesseract', 'expense scanner', 'confidence'],
+          'Master switch, provider credentials, and the Receipt OCR settings in one place. Per-feature pages (berth-PDF parser, recommender) link out from here.',
+        icon: Sparkles,
+        keywords: [
+          'openai',
+          'anthropic',
+          'gpt',
+          'claude',
+          'llm',
+          'api key',
+          'embeddings',
+          'receipt',
+          'scan',
+          'tesseract',
+          'ocr',
+          'expense scanner',
+        ],
       },
       {
         href: 'website-analytics',
         label: 'Website analytics (Umami)',
         description: 'Per-port Umami URL, API token, and Website ID.',
-        icon: Globe,
+        icon: TrendingUp,
         keywords: ['umami', 'analytics', 'traffic', 'visitors', 'marketing', 'pageviews'],
       },
       {
@@ -336,9 +349,17 @@ const GROUPS: AdminGroup[] = [
         label: 'Residential pipeline stages',
         description:
           'Configure stages residential interests flow through. Removing a stage with active interests prompts for reassignment.',
-        icon: ScrollText,
+        icon: ListChecks,
         keywords: ['stages', 'pipeline', 'residential funnel', 'reassign'],
       },
+      {
+        href: 'qualification-criteria',
+        label: 'Qualification criteria',
+        description:
+          'Checklist reps complete to qualify an enquiry. Enable/disable/reorder per port; affects the soft "ready to qualify" hint on the interest detail.',
+        icon: ListChecks,
+        keywords: ['qualification', 'criteria', 'checklist', 'qualify', 'enquiry', 'sales gate'],
+      },
     ],
   },
 ];