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>

tests/integration/pipeline-transitions.test.ts

@@ -122,13 +122,20 @@ describe('Pipeline Transitions', () => {
     await cleanupPort(portId);
   });
 
-  itDb('advances through all 8 pipeline stages sequentially', async () => {
+  itDb('advances through all 7 pipeline stages sequentially', async () => {
     const { changeInterestStage, getInterestById } =
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
     for (const stage of PIPELINE_STAGES) {
-      await changeInterestStage(interestId, portId, { pipelineStage: stage }, meta);
+      // Skip-ahead jumps are blocked unless override=true; the test runs
+      // through each stage so we override consistently.
+      await changeInterestStage(
+        interestId,
+        portId,
+        { pipelineStage: stage, override: true, reason: 'sequential walk for test' },
+        meta,
+      );
 
       const updated = await getInterestById(interestId, portId);
       expect(updated.pipelineStage).toBe(stage);
@@ -139,7 +146,7 @@ describe('Pipeline Transitions', () => {
     const { changeInterestStage } = await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'open' }, meta);
+    await changeInterestStage(interestId, portId, { pipelineStage: 'enquiry' }, meta);
 
     // Allow async audit log to flush
     await new Promise((r) => setTimeout(r, 100));
@@ -150,49 +157,74 @@ describe('Pipeline Transitions', () => {
     expect(log!.entity_type).toBe('interest');
 
     const newValue = log!.new_value as Record<string, unknown>;
-    expect(newValue.pipelineStage).toBe('open');
+    expect(newValue.pipelineStage).toBe('enquiry');
   });
 
-  itDb('backward transition: completed → open is permitted', async () => {
+  itDb('backward transition: contract → enquiry is permitted with override', async () => {
     const { changeInterestStage, getInterestById } =
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'completed' }, meta);
-    await changeInterestStage(interestId, portId, { pipelineStage: 'open' }, meta);
+    await changeInterestStage(
+      interestId,
+      portId,
+      { pipelineStage: 'contract', override: true, reason: 'jump for backward test' },
+      meta,
+    );
+    await changeInterestStage(
+      interestId,
+      portId,
+      { pipelineStage: 'enquiry', override: true, reason: 'backward rewind for test' },
+      meta,
+    );
 
     const updated = await getInterestById(interestId, portId);
-    expect(updated.pipelineStage).toBe('open');
+    expect(updated.pipelineStage).toBe('enquiry');
   });
 
-  itDb('BR-133: advancing to signed_eoi_nda auto-populates dateEoiSigned', async () => {
+  itDb('BR-133: advancing to eoi auto-populates dateEoiSent', async () => {
     const { changeInterestStage, getInterestById } =
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'eoi_signed' }, meta);
+    await changeInterestStage(
+      interestId,
+      portId,
+      { pipelineStage: 'eoi', override: true, reason: 'milestone backfill test' },
+      meta,
+    );
 
     const updated = await getInterestById(interestId, portId);
-    expect(updated.dateEoiSigned).not.toBeNull();
+    expect(updated.dateEoiSent).not.toBeNull();
   });
 
-  itDb('BR-133: advancing to contract auto-populates dateContractSigned', async () => {
+  itDb('BR-133: advancing to contract auto-populates dateContractSent', async () => {
     const { changeInterestStage, getInterestById } =
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'contract_signed' }, meta);
+    await changeInterestStage(
+      interestId,
+      portId,
+      { pipelineStage: 'contract', override: true, reason: 'milestone backfill test' },
+      meta,
+    );
 
     const updated = await getInterestById(interestId, portId);
-    expect(updated.dateContractSigned).not.toBeNull();
+    expect(updated.dateContractSent).not.toBeNull();
   });
 
-  itDb('BR-133: advancing to deposit_10pct auto-populates dateDepositReceived', async () => {
+  itDb('BR-133: advancing to deposit_paid auto-populates dateDepositReceived', async () => {
     const { changeInterestStage, getInterestById } =
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'deposit_10pct' }, meta);
+    await changeInterestStage(
+      interestId,
+      portId,
+      { pipelineStage: 'deposit_paid', override: true, reason: 'milestone backfill test' },
+      meta,
+    );
 
     const updated = await getInterestById(interestId, portId);
     expect(updated.dateDepositReceived).not.toBeNull();
@@ -205,12 +237,12 @@ describe('Pipeline Transitions', () => {
 
     vi.clearAllMocks();
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'details_sent' }, meta);
+    await changeInterestStage(interestId, portId, { pipelineStage: 'qualified' }, meta);
 
     expect(emitToRoom).toHaveBeenCalledWith(
       `port:${portId}`,
       'interest:stageChanged',
-      expect.objectContaining({ interestId, newStage: 'details_sent' }),
+      expect.objectContaining({ interestId, newStage: 'qualified' }),
     );
   });
 });