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/clients/client-columns.tsx

@@ -2,7 +2,8 @@
 
 import Link from 'next/link';
 import { format } from 'date-fns';
-import { MoreHorizontal, Pencil, Archive, Mail, MessageCircle, Phone } from 'lucide-react';
+import { MoreHorizontal, Pencil, Archive, Mail, Phone } from 'lucide-react';
+import { WhatsAppIcon } from '@/components/icons/whatsapp';
 import type { ColumnDef } from '@tanstack/react-table';
 
 import { Button } from '@/components/ui/button';
@@ -160,7 +161,7 @@ export function getClientColumns({
                 title={`WhatsApp ${value}`}
                 aria-label={`WhatsApp ${value}`}
               >
-                <MessageCircle className="h-3.5 w-3.5" aria-hidden />
+                <WhatsAppIcon className="h-3.5 w-3.5" />
               </a>
             )}
           </span>

src/components/clients/client-detail-header.tsx

@@ -2,7 +2,8 @@
 
 import { useRouter } from 'next/navigation';
 import { useState } from 'react';
-import { Archive, Mail, MessageCircle, Phone, RotateCcw, Trash2 } from 'lucide-react';
+import { Archive, Mail, Phone, RotateCcw, Trash2 } from 'lucide-react';
+import { WhatsAppIcon } from '@/components/icons/whatsapp';
 import { format } from 'date-fns';
 
 import { Button } from '@/components/ui/button';
@@ -126,7 +127,7 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
                     rel="noopener noreferrer"
                     aria-label={`Message ${primaryPhone} on WhatsApp`}
                   >
-                    <MessageCircle />
+                    <WhatsAppIcon className="h-4 w-4" />
                     WhatsApp
                   </a>
                 </Button>

src/components/clients/client-form.tsx

@@ -236,7 +236,7 @@ export function ClientForm({ open, onOpenChange, client, onUseExistingClient }:
             <div className="space-y-3">
               {fields.map((field, index) => (
                 <div key={field.id} className="space-y-3 p-3 rounded-lg border bg-muted/30">
-                  <div className="grid grid-cols-1 gap-3 sm:grid-cols-12 sm:items-end sm:gap-2">
+                  <div className="grid grid-cols-1 gap-3 sm:grid-cols-12 sm:items-start sm:gap-2">
                     <div className="space-y-1 sm:col-span-3">
                       <Label className="text-xs">Channel</Label>
                       <Select

src/components/clients/client-interests-tab.tsx

@@ -113,6 +113,9 @@ interface InterestDetail {
   dateDepositReceived: string | null;
   dateContractSent: string | null;
   dateContractSigned: string | null;
+  eoiDocStatus: string | null;
+  reservationDocStatus: string | null;
+  contractDocStatus: string | null;
 }
 
 function useInterestDetail(id: string | null) {
@@ -272,12 +275,16 @@ function InterestPreviewSheet({
                 <ul>
                   <MilestoneRow
                     label="EOI sent"
-                    done={reached('eoi_sent') || !!fullDetail?.dateEoiSent}
+                    done={reached('eoi') || !!fullDetail?.dateEoiSent}
                     date={formatDate(fullDetail?.dateEoiSent)}
                   />
                   <MilestoneRow
                     label="EOI signed"
-                    done={reached('eoi_signed') || !!fullDetail?.dateEoiSigned}
+                    done={
+                      fullDetail?.eoiDocStatus === 'signed' ||
+                      stageIdx > PIPELINE_STAGES.indexOf('eoi') ||
+                      !!fullDetail?.dateEoiSigned
+                    }
                     date={formatDate(fullDetail?.dateEoiSigned)}
                   />
                 </ul>
@@ -287,7 +294,7 @@ function InterestPreviewSheet({
                 <ul>
                   <MilestoneRow
                     label="Deposit received"
-                    done={reached('deposit_10pct') || !!fullDetail?.dateDepositReceived}
+                    done={reached('deposit_paid') || !!fullDetail?.dateDepositReceived}
                     date={formatDate(fullDetail?.dateDepositReceived)}
                   />
                 </ul>
@@ -297,12 +304,14 @@ function InterestPreviewSheet({
                 <ul>
                   <MilestoneRow
                     label="Contract sent"
-                    done={reached('contract_sent') || !!fullDetail?.dateContractSent}
+                    done={reached('contract') || !!fullDetail?.dateContractSent}
                     date={formatDate(fullDetail?.dateContractSent)}
                   />
                   <MilestoneRow
                     label="Contract signed"
-                    done={reached('contract_signed') || !!fullDetail?.dateContractSigned}
+                    done={
+                      fullDetail?.contractDocStatus === 'signed' || !!fullDetail?.dateContractSigned
+                    }
                     date={formatDate(fullDetail?.dateContractSigned)}
                   />
                 </ul>

src/components/clients/client-list.tsx

@@ -78,6 +78,7 @@ export function ClientList() {
     setPageSize,
     filters,
     setFilter,
+    setAllFilters,
     clearFilters,
   } = usePaginatedQuery<ClientRow>({
     queryKey: ['clients'],
@@ -152,8 +153,11 @@ export function ClientList() {
         <SavedViewsDropdown
           entityType="clients"
           onApplyView={(savedFilters, _savedSort) => {
-            clearFilters();
-            Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
+            // Atomic replace — sequential setFilter() calls dropped all
+            // but the last value (each one read stale `filters` from
+            // closure and overwrote). setAllFilters writes the whole
+            // saved view in one setState.
+            setAllFilters(savedFilters);
           }}
         />
         <ColumnPicker

src/components/clients/client-tabs.tsx

@@ -219,15 +219,12 @@ function OverviewTab({
           </dl>
         </div>
 
-        {/* Tags */}
-        <div className="space-y-1">
-          <h3 className="text-sm font-medium mb-2">Tags</h3>
-          <InlineTagEditor
-            endpoint={`/api/v1/clients/${clientId}/tags`}
-            currentTags={client.tags ?? []}
-            invalidateKey={['clients', clientId]}
-          />
-        </div>
+        <InlineTagEditor
+          heading="Tags"
+          endpoint={`/api/v1/clients/${clientId}/tags`}
+          currentTags={client.tags ?? []}
+          invalidateKey={['clients', clientId]}
+        />
       </div>
     </div>
   );

src/components/clients/contacts-editor.tsx

@@ -2,16 +2,8 @@
 
 import { useState } from 'react';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
-import {
-  Loader2,
-  Mail,
-  MessageSquare,
-  MoreHorizontal,
-  Phone,
-  Plus,
-  Star,
-  Trash2,
-} from 'lucide-react';
+import { Loader2, Mail, MoreHorizontal, Phone, Plus, Star, Trash2 } from 'lucide-react';
+import { WhatsAppIcon } from '@/components/icons/whatsapp';
 import { toast } from 'sonner';
 
 import { Button } from '@/components/ui/button';
@@ -51,7 +43,7 @@ const CHANNEL_OPTIONS = [
 const CHANNEL_ICONS: Record<string, React.ComponentType<{ className?: string }>> = {
   email: Mail,
   phone: Phone,
-  whatsapp: MessageSquare,
+  whatsapp: WhatsAppIcon,
   other: MoreHorizontal,
 };