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/hooks/use-paginated-query.ts

@@ -109,6 +109,20 @@ export function usePaginatedQuery<T>({
     syncUrl(1, pageSize, sort, {});
   }
 
+  /**
+   * Atomically replace the entire filter set. Used by the saved-views
+   * apply path — calling `clearFilters()` + N x `setFilter()` in a row
+   * lost all but the last setFilter because each one reads the stale
+   * `filters` closure and overwrites with `{...filters, key: val}`.
+   * setAllFilters writes the whole object in one setState so the view
+   * lands intact.
+   */
+  function setAllFilters(next: FilterValues) {
+    setFiltersState(next);
+    setPageState(1);
+    syncUrl(1, pageSize, sort, next);
+  }
+
   // Build query string for API
   const apiParams = useMemo(() => {
     const params = new URLSearchParams();
@@ -174,6 +188,7 @@ export function usePaginatedQuery<T>({
     setPageSize,
     filters,
     setFilter,
+    setAllFilters,
     clearFilters,
     optimisticRemove,
   };

src/hooks/use-search.ts

@@ -43,6 +43,7 @@ export interface ClientResult {
   matchedContactChannel: 'email' | 'phone' | 'whatsapp' | null;
   archivedAt: string | null;
   relatedVia?: RelatedVia | null;
+  matchedOn?: string | null;
 }
 export interface ResidentialClientResult {
   id: string;

src/hooks/use-voice-transcription.ts

@@ -0,0 +1,153 @@
+'use client';
+
+import { useCallback, useEffect, useRef, useState } from 'react';
+
+/**
+ * Web Speech API wrapper. Browser-only — gracefully reports `supported: false`
+ * when SpeechRecognition isn't available (Firefox, Safari < 14.1, server-side
+ * render).
+ *
+ * Surfaces both the interim (still-being-spoken) and final (committed)
+ * transcripts so the UI can show "real-time" feedback while typing.
+ *
+ * Usage:
+ *   const { supported, isListening, transcript, interim, start, stop, reset } =
+ *     useVoiceTranscription();
+ *
+ * The summary form appends `transcript` (final committed text) to the textarea
+ * and separately persists it to `voiceTranscript` on the server. The rep can
+ * still edit the summary freely — the raw transcript stays untouched.
+ */
+interface SpeechRecognitionEventLike {
+  resultIndex: number;
+  results: ArrayLike<{
+    isFinal: boolean;
+    0: { transcript: string };
+  }>;
+}
+
+interface SpeechRecognitionLike {
+  continuous: boolean;
+  interimResults: boolean;
+  lang: string;
+  onresult: ((event: SpeechRecognitionEventLike) => void) | null;
+  onerror: ((event: { error: string }) => void) | null;
+  onend: (() => void) | null;
+  start: () => void;
+  stop: () => void;
+  abort: () => void;
+}
+
+type SpeechRecognitionCtor = new () => SpeechRecognitionLike;
+
+function getSpeechRecognitionCtor(): SpeechRecognitionCtor | null {
+  if (typeof window === 'undefined') return null;
+  const w = window as unknown as {
+    SpeechRecognition?: SpeechRecognitionCtor;
+    webkitSpeechRecognition?: SpeechRecognitionCtor;
+  };
+  return w.SpeechRecognition ?? w.webkitSpeechRecognition ?? null;
+}
+
+export interface VoiceTranscriptionApi {
+  /** True when the browser exposes Web Speech (or a vendor-prefixed equivalent). */
+  supported: boolean;
+  /** Currently capturing audio. */
+  isListening: boolean;
+  /** Final, committed transcript accumulated across the current session. */
+  transcript: string;
+  /** Latest interim (still being recognized) transcript fragment. */
+  interim: string;
+  /** Set when the underlying API returns an error (permission denied, no mic, etc.). */
+  error: string | null;
+  start: () => void;
+  stop: () => void;
+  reset: () => void;
+}
+
+export function useVoiceTranscription(opts?: { lang?: string }): VoiceTranscriptionApi {
+  // SSR-safe: getSpeechRecognitionCtor() returns null on the server. We want
+  // the support flag to be stable across renders rather than flipping inside
+  // an effect (set-state-in-effect lint), so derive it from the constructor
+  // lookup at render time — useState's lazy initializer runs once per mount.
+  const [supported] = useState(() => getSpeechRecognitionCtor() !== null);
+  const [isListening, setIsListening] = useState(false);
+  const [transcript, setTranscript] = useState('');
+  const [interim, setInterim] = useState('');
+  const [error, setError] = useState<string | null>(null);
+  const recognitionRef = useRef<SpeechRecognitionLike | null>(null);
+
+  useEffect(() => {
+    const Ctor = getSpeechRecognitionCtor();
+    if (!Ctor) return;
+
+    const recognition = new Ctor();
+    recognition.continuous = true;
+    recognition.interimResults = true;
+    recognition.lang = opts?.lang ?? 'en-US';
+
+    recognition.onresult = (event) => {
+      let interimText = '';
+      for (let i = event.resultIndex; i < event.results.length; i++) {
+        const res = event.results[i];
+        if (!res) continue;
+        const chunk = res[0].transcript;
+        if (res.isFinal) {
+          setTranscript((prev) => (prev ? `${prev} ${chunk}`.replace(/ {2,}/g, ' ') : chunk));
+        } else {
+          interimText += chunk;
+        }
+      }
+      setInterim(interimText);
+    };
+
+    recognition.onerror = (event) => {
+      setError(event.error);
+      setIsListening(false);
+    };
+
+    recognition.onend = () => {
+      setIsListening(false);
+      setInterim('');
+    };
+
+    recognitionRef.current = recognition;
+
+    return () => {
+      try {
+        recognition.abort();
+      } catch {
+        // ignore — already-stopped recognizers throw on abort()
+      }
+      recognitionRef.current = null;
+    };
+  }, [opts?.lang]);
+
+  const start = useCallback(() => {
+    if (!recognitionRef.current || isListening) return;
+    setError(null);
+    try {
+      recognitionRef.current.start();
+      setIsListening(true);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : 'Failed to start voice capture');
+    }
+  }, [isListening]);
+
+  const stop = useCallback(() => {
+    if (!recognitionRef.current || !isListening) return;
+    try {
+      recognitionRef.current.stop();
+    } catch {
+      // ignore
+    }
+  }, [isListening]);
+
+  const reset = useCallback(() => {
+    setTranscript('');
+    setInterim('');
+    setError(null);
+  }, []);
+
+  return { supported, isListening, transcript, interim, error, start, stop, reset };
+}