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/expenses/expense-filters.tsx

@@ -1,59 +1,66 @@
 import type { FilterDefinition } from '@/components/shared/filter-bar';
 import { EXPENSE_CATEGORIES, formatEnum } from '@/lib/constants';
 
-export const expenseFilterDefinitions: FilterDefinition[] = [
-  {
-    key: 'search',
-    label: 'Search',
-    type: 'text',
-    placeholder: 'Search by establishment or description...',
-  },
-  {
-    key: 'category',
-    label: 'Category',
-    type: 'multi-select',
-    options: EXPENSE_CATEGORIES.map((c) => ({
-      label: formatEnum(c),
-      value: c,
-    })),
-  },
-  {
-    key: 'paymentStatus',
-    label: 'Payment Status',
-    type: 'select',
-    options: [
-      { label: 'Unpaid', value: 'unpaid' },
-      { label: 'Paid', value: 'paid' },
-      { label: 'Partial', value: 'partial' },
-    ],
-  },
-  {
-    key: 'dateFrom',
-    label: 'Date From',
-    type: 'text',
-    placeholder: 'YYYY-MM-DD',
-  },
-  {
-    key: 'dateTo',
-    label: 'Date To',
-    type: 'text',
-    placeholder: 'YYYY-MM-DD',
-  },
-  {
-    key: 'currency',
-    label: 'Currency',
-    type: 'text',
-    placeholder: 'e.g. USD, EUR',
-  },
-  {
-    key: 'tripLabel',
-    label: 'Trip / event',
-    type: 'text',
-    placeholder: 'e.g. Palm Beach 2026',
-  },
-  {
-    key: 'includeArchived',
-    label: 'Include Archived',
-    type: 'boolean',
-  },
-];
+/**
+ * Build the filter-bar definitions. Categories accept the resolved
+ * per-port vocabulary list when callers can fetch it; otherwise the
+ * shipped defaults are used. Kept as a function so the page can read
+ * `/api/v1/vocabularies` on mount and reactively rebuild.
+ */
+export function buildExpenseFilterDefinitions(
+  categories: readonly string[] = EXPENSE_CATEGORIES,
+): FilterDefinition[] {
+  return [
+    {
+      key: 'search',
+      label: 'Search',
+      type: 'text',
+      placeholder: 'Search by establishment or description...',
+    },
+    {
+      key: 'category',
+      label: 'Category',
+      type: 'multi-select',
+      options: categories.map((c) => ({ label: formatEnum(c), value: c })),
+    },
+    {
+      key: 'paymentStatus',
+      label: 'Payment Status',
+      type: 'select',
+      options: [
+        { label: 'Unpaid', value: 'unpaid' },
+        { label: 'Paid', value: 'paid' },
+        { label: 'Partial', value: 'partial' },
+      ],
+    },
+    {
+      key: 'dateFrom',
+      label: 'Date From',
+      type: 'date',
+    },
+    {
+      key: 'dateTo',
+      label: 'Date To',
+      type: 'date',
+    },
+    {
+      key: 'currency',
+      label: 'Currency',
+      type: 'currency',
+    },
+    {
+      key: 'tripLabel',
+      label: 'Trip / event',
+      type: 'text',
+      placeholder: 'e.g. Palm Beach 2026',
+    },
+    {
+      key: 'includeArchived',
+      label: 'Include Archived',
+      type: 'boolean',
+    },
+  ];
+}
+
+/** Default list used by SSR / non-vocab-aware consumers. */
+export const expenseFilterDefinitions: FilterDefinition[] = buildExpenseFilterDefinitions();

src/components/expenses/expense-form-dialog.tsx

@@ -3,7 +3,7 @@
 import { useEffect, useRef, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
 import { AlertTriangle, Loader2, Upload, X } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
@@ -22,6 +22,7 @@ import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/com
 import { CurrencyInput } from '@/components/shared/currency-input';
 import { CurrencySelect } from '@/components/shared/currency-select';
 import { TripLabelCombobox } from '@/components/expenses/trip-label-combobox';
+import { UserPicker } from '@/components/shared/user-picker';
 import { apiFetch } from '@/lib/api/client';
 import type { z } from 'zod';
 import { createExpenseSchema, type CreateExpenseInput } from '@/lib/validators/expenses';
@@ -42,6 +43,17 @@ interface ExpenseFormDialogProps {
 export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDialogProps) {
   const queryClient = useQueryClient();
   const isEdit = !!expense;
+
+  // Per-port vocabulary override for expense categories. Falls back to
+  // the shipped EXPENSE_CATEGORIES constant when /api/v1/vocabularies
+  // hasn't loaded yet or returns malformed data — keeps the picker
+  // populated during the first render.
+  const { data: vocab } = useQuery<{ data: Record<string, readonly string[]> }>({
+    queryKey: ['vocabularies'],
+    queryFn: () => apiFetch('/api/v1/vocabularies'),
+    staleTime: 5 * 60_000,
+  });
+  const categoryList = vocab?.data?.expense_categories ?? EXPENSE_CATEGORIES;
   const fileInputRef = useRef<HTMLInputElement>(null);
   const [uploadedReceipt, setUploadedReceipt] = useState<UploadedReceipt | null>(null);
   const [previewUrl, setPreviewUrl] = useState<string | null>(null);
@@ -253,7 +265,7 @@ export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDi
                 <SelectValue placeholder="Select category" />
               </SelectTrigger>
               <SelectContent>
-                {EXPENSE_CATEGORIES.map((cat) => (
+                {categoryList.map((cat) => (
                   <SelectItem key={cat} value={cat}>
                     {formatEnum(cat)}
                   </SelectItem>
@@ -285,7 +297,14 @@ export function ExpenseFormDialog({ open, onOpenChange, expense }: ExpenseFormDi
 
           <div className="space-y-2">
             <Label htmlFor="payer">Payer</Label>
-            <Input id="payer" placeholder="Who paid?" {...register('payer')} />
+            <UserPicker
+              value={(watch('payer') as string | undefined) ?? null}
+              onChange={(v) => setValue('payer', v ?? '', { shouldDirty: true })}
+              placeholder="Who paid?"
+            />
+            <p className="text-xs text-muted-foreground">
+              Pick a teammate or choose &ldquo;Other&hellip;&rdquo; to type any name.
+            </p>
           </div>
 
           <div className="space-y-2">