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/interests/assigned-to-chip.tsx

@@ -0,0 +1,124 @@
+'use client';
+
+import { useState } from 'react';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { UserCircle2 } from 'lucide-react';
+
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@/components/ui/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { cn } from '@/lib/utils';
+
+interface UserOption {
+  id: string;
+  displayName: string | null;
+}
+
+/**
+ * Click-to-edit ownership chip for the interest detail header. Stores the
+ * assignee's user-id on `interests.assigned_to`. The "Unassigned" path writes
+ * null so the chip falls back to a muted ghost state.
+ */
+export function AssignedToChip({
+  interestId,
+  currentAssignedTo,
+  currentAssignedToName,
+}: {
+  interestId: string;
+  currentAssignedTo: string | null;
+  currentAssignedToName: string | null;
+}) {
+  const queryClient = useQueryClient();
+  const [open, setOpen] = useState(false);
+
+  const { data } = useQuery<{ data: UserOption[] }>({
+    queryKey: ['user-options'],
+    queryFn: () => apiFetch('/api/v1/admin/users/options'),
+    staleTime: 5 * 60_000,
+    enabled: open,
+  });
+
+  const users = data?.data ?? [];
+
+  const mutation = useMutation({
+    mutationFn: (next: string | null) =>
+      apiFetch(`/api/v1/interests/${interestId}`, {
+        method: 'PATCH',
+        body: { assignedTo: next },
+      }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
+      queryClient.invalidateQueries({ queryKey: ['interests'] });
+      setOpen(false);
+    },
+    onError: (err) => {
+      toastError(err);
+    },
+  });
+
+  const label = currentAssignedToName
+    ? currentAssignedToName
+    : currentAssignedTo
+      ? `User ${currentAssignedTo.slice(0, 8)}`
+      : 'Unassigned';
+
+  return (
+    <Popover open={open} onOpenChange={setOpen} modal>
+      <PopoverTrigger asChild>
+        <button
+          type="button"
+          aria-label={`Change deal owner (currently ${label})`}
+          className={cn(
+            'inline-flex items-center gap-1 rounded-full border px-2 py-0.5 text-[11px] font-medium transition-colors',
+            currentAssignedTo
+              ? 'border-sky-200 bg-sky-50 text-sky-800 hover:bg-sky-100'
+              : 'border-border bg-muted/50 text-muted-foreground hover:bg-muted',
+          )}
+        >
+          <UserCircle2 className="size-3" aria-hidden />
+          {label}
+        </button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[260px] p-0" align="start">
+        <Command>
+          <CommandInput placeholder="Search users…" />
+          <CommandList>
+            <CommandEmpty>No users found.</CommandEmpty>
+            <CommandGroup heading="Assign to">
+              {users.map((u) => (
+                <CommandItem
+                  key={u.id}
+                  value={u.displayName ?? u.id}
+                  onSelect={() => mutation.mutate(u.id)}
+                  disabled={mutation.isPending}
+                >
+                  {u.displayName ?? u.id.slice(0, 8)}
+                </CommandItem>
+              ))}
+            </CommandGroup>
+            {currentAssignedTo ? (
+              <CommandGroup heading="Or">
+                <CommandItem
+                  value="__unassign__"
+                  onSelect={() => mutation.mutate(null)}
+                  className="text-muted-foreground"
+                  disabled={mutation.isPending}
+                >
+                  Unassign
+                </CommandItem>
+              </CommandGroup>
+            ) : null}
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+}