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/lib/validators/interest-contact-log.ts

@@ -5,12 +5,20 @@ const DIRECTIONS = ['outbound', 'inbound'] as const;
 
 /** Cap summary length so a rep can't accidentally paste a 10MB email body. */
 const SUMMARY_MAX = 4000;
+/** Voice transcripts can run long for meetings; cap a bit higher than summary. */
+const TRANSCRIPT_MAX = 20_000;
+const TEMPLATES = ['call', 'visit', 'email'] as const;
 
 export const createContactLogSchema = z.object({
   occurredAt: z.coerce.date(),
   channel: z.enum(CHANNELS),
   direction: z.enum(DIRECTIONS).default('outbound'),
   summary: z.string().min(1).max(SUMMARY_MAX),
+  /** Raw Web Speech transcript, optional. Kept verbatim alongside the
+   *  rep-polished summary so an edit to summary doesn't lose the original. */
+  voiceTranscript: z.string().max(TRANSCRIPT_MAX).optional().nullable(),
+  /** Which quick-template button (if any) seeded this entry. */
+  templateUsed: z.enum(TEMPLATES).optional().nullable(),
   followUpAt: z.coerce.date().optional().nullable(),
 });
 
@@ -20,6 +28,8 @@ export const updateContactLogSchema = z
     channel: z.enum(CHANNELS),
     direction: z.enum(DIRECTIONS),
     summary: z.string().min(1).max(SUMMARY_MAX),
+    voiceTranscript: z.string().max(TRANSCRIPT_MAX).nullable(),
+    templateUsed: z.enum(TEMPLATES).nullable(),
     followUpAt: z.coerce.date().nullable(),
   })
   .partial();

src/lib/validators/interests.ts

@@ -36,7 +36,36 @@ export const createInterestSchema = z.object({
   clientId: z.string().min(1),
   yachtId: z.string().optional(),
   berthId: z.string().optional(),
-  pipelineStage: z.enum(PIPELINE_STAGES).default('open'),
+  /** Sales rep who owns this deal. Empty string treated as "unassign";
+   *  omitting the field leaves the current assignment unchanged. On create,
+   *  omitting falls back to system_settings.default_new_interest_owner. */
+  assignedTo: z.string().nullable().optional(),
+  /** Captured at reservation-agreement time. Drives the deposit-paid
+   *  auto-advance once payment totals catch up. */
+  depositExpectedAmount: z.string().optional().nullable(),
+  depositExpectedCurrency: z.string().length(3).optional(),
+  /** Doc sub-status badges. Stamped automatically by the Documenso webhook
+   *  + custom-upload pathway; exposed via the update endpoint so reps can
+   *  "Mark signed manually" from the milestone strip when a doc was signed
+   *  outside the Documenso flow (e.g. an in-person paper signing). */
+  eoiDocStatus: z.enum(['pending', 'sent', 'signed', 'declined', 'voided']).nullable().optional(),
+  reservationDocStatus: z
+    .enum(['pending', 'sent', 'signed', 'declined', 'voided'])
+    .nullable()
+    .optional(),
+  contractDocStatus: z
+    .enum(['pending', 'sent', 'signed', 'declined', 'voided'])
+    .nullable()
+    .optional(),
+  /** Milestone dates exposed for manual stamping via PATCH; auto-stamped
+   *  by the signing flows when reps use the Documenso pathway. Coerced
+   *  to a Date so Drizzle gets the right type for the timestamptz column. */
+  dateEoiSent: z.coerce.date().nullable().optional(),
+  dateEoiSigned: z.coerce.date().nullable().optional(),
+  dateReservationSigned: z.coerce.date().nullable().optional(),
+  dateContractSent: z.coerce.date().nullable().optional(),
+  dateContractSigned: z.coerce.date().nullable().optional(),
+  pipelineStage: z.enum(PIPELINE_STAGES).default('enquiry'),
   leadCategory: z.enum(LEAD_CATEGORIES).optional(),
   source: z.string().optional(),
   tagIds: z.array(z.string()).optional().default([]),

src/lib/validators/payments.ts

@@ -0,0 +1,27 @@
+import { z } from 'zod';
+
+export const PAYMENT_TYPES = ['deposit', 'balance', 'refund', 'other'] as const;
+export type PaymentType = (typeof PAYMENT_TYPES)[number];
+
+const decimalString = z
+  .string()
+  .min(1)
+  .regex(/^-?\d+(\.\d+)?$/, 'Must be a numeric string (e.g. "1500" or "1500.00")');
+
+export const createPaymentSchema = z.object({
+  interestId: z.string().min(1),
+  paymentType: z.enum(PAYMENT_TYPES),
+  amount: decimalString,
+  currency: z.string().length(3).default('EUR'),
+  receivedAt: z
+    .string()
+    .min(1)
+    .refine((v) => !Number.isNaN(Date.parse(v)), 'Must be a parseable date/datetime string'),
+  receiptFileId: z.string().optional().nullable(),
+  notes: z.string().optional().nullable(),
+});
+
+export const updatePaymentSchema = createPaymentSchema.omit({ interestId: true }).partial();
+
+export type CreatePaymentInput = z.infer<typeof createPaymentSchema>;
+export type UpdatePaymentInput = z.infer<typeof updatePaymentSchema>;

src/lib/validators/qualification.ts

@@ -0,0 +1,38 @@
+import { z } from 'zod';
+
+/**
+ * Per-port qualification criterion. Admin-configurable: label / description /
+ * enabled state / display order. The `key` is the stable identifier code
+ * references (templates, derivations) — it can't be changed after creation
+ * because per-interest state rows reference it via composite PK.
+ */
+export const createQualificationCriterionSchema = z.object({
+  key: z
+    .string()
+    .min(1)
+    .max(64)
+    .regex(/^[a-z][a-z0-9_]*$/, 'Must be lowercase alphanumeric with underscores'),
+  label: z.string().min(1).max(120),
+  description: z.string().max(500).optional().nullable(),
+  enabled: z.boolean().default(true),
+  displayOrder: z.number().int().min(0).default(0),
+});
+
+export const updateQualificationCriterionSchema = createQualificationCriterionSchema
+  .omit({ key: true })
+  .partial();
+
+/**
+ * Per-interest qualification state. Only `confirmed` + optional `notes` are
+ * writable — `confirmedAt` / `confirmedBy` are stamped server-side from
+ * the auth context.
+ */
+export const setInterestQualificationSchema = z.object({
+  criterionKey: z.string().min(1),
+  confirmed: z.boolean(),
+  notes: z.string().max(500).optional().nullable(),
+});
+
+export type CreateQualificationCriterionInput = z.infer<typeof createQualificationCriterionSchema>;
+export type UpdateQualificationCriterionInput = z.infer<typeof updateQualificationCriterionSchema>;
+export type SetInterestQualificationInput = z.infer<typeof setInterestQualificationSchema>;