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/port-scoping.test.ts

@@ -8,7 +8,11 @@
  */
 import { describe, it, expect, beforeAll, afterAll } from 'vitest';
 
-import { makeAuditMeta, makeCreateClientInput, makeCreateInterestInput } from '../helpers/factories';
+import {
+  makeAuditMeta,
+  makeCreateClientInput,
+  makeCreateInterestInput,
+} from '../helpers/factories';
 
 const TEST_DB_URL =
   process.env.TEST_DATABASE_URL || 'postgresql://test:test@localhost:5433/portnimara_test';
@@ -84,7 +88,11 @@ describe('Port Scoping — Clients', () => {
 
     const meta = makeAuditMeta({ portId: portA });
 
-    const client = await createClient(portA, makeCreateClientInput({ fullName: 'Alice Scope' }), meta);
+    const client = await createClient(
+      portA,
+      makeCreateClientInput({ fullName: 'Alice Scope' }),
+      meta,
+    );
 
     expect(client.portId).toBe(portA);
 
@@ -105,7 +113,11 @@ describe('Port Scoping — Clients', () => {
     const { NotFoundError } = await import('@/lib/errors');
 
     const meta = makeAuditMeta({ portId: portA });
-    const client = await createClient(portA, makeCreateClientInput({ fullName: 'Bob Scope' }), meta);
+    const client = await createClient(
+      portA,
+      makeCreateClientInput({ fullName: 'Bob Scope' }),
+      meta,
+    );
 
     await expect(getClientById(client.id, portB)).rejects.toThrow(NotFoundError);
   });
@@ -115,11 +127,15 @@ describe('Port Scoping — Clients', () => {
     const { NotFoundError } = await import('@/lib/errors');
 
     const meta = makeAuditMeta({ portId: portA });
-    const client = await createClient(portA, makeCreateClientInput({ fullName: 'Carol Scope' }), meta);
+    const client = await createClient(
+      portA,
+      makeCreateClientInput({ fullName: 'Carol Scope' }),
+      meta,
+    );
 
-    await expect(
-      updateClient(client.id, portB, { fullName: 'Hacked' }, meta),
-    ).rejects.toThrow(NotFoundError);
+    await expect(updateClient(client.id, portB, { fullName: 'Hacked' }, meta)).rejects.toThrow(
+      NotFoundError,
+    );
   });
 
   itDb('archiveClient on wrong port throws NotFoundError', async () => {
@@ -127,7 +143,11 @@ describe('Port Scoping — Clients', () => {
     const { NotFoundError } = await import('@/lib/errors');
 
     const meta = makeAuditMeta({ portId: portA });
-    const client = await createClient(portA, makeCreateClientInput({ fullName: 'Dave Scope' }), meta);
+    const client = await createClient(
+      portA,
+      makeCreateClientInput({ fullName: 'Dave Scope' }),
+      meta,
+    );
 
     await expect(archiveClient(client.id, portB, meta)).rejects.toThrow(NotFoundError);
   });
@@ -144,7 +164,11 @@ describe('Port Scoping — Interests', () => {
 
     const { createClient } = await import('@/lib/services/clients.service');
     const meta = makeAuditMeta({ portId: portA });
-    const client = await createClient(portA, makeCreateClientInput({ fullName: 'Scope Test Client' }), meta);
+    const client = await createClient(
+      portA,
+      makeCreateClientInput({ fullName: 'Scope Test Client' }),
+      meta,
+    );
     clientIdA = client.id;
   });
 
@@ -157,7 +181,11 @@ describe('Port Scoping — Interests', () => {
     const { createInterest, listInterests } = await import('@/lib/services/interests.service');
 
     const meta = makeAuditMeta({ portId: portA });
-    const interest = await createInterest(portA, makeCreateInterestInput({ clientId: clientIdA }), meta);
+    const interest = await createInterest(
+      portA,
+      makeCreateInterestInput({ clientId: clientIdA }),
+      meta,
+    );
 
     expect(interest.portId).toBe(portA);
 
@@ -178,20 +206,29 @@ describe('Port Scoping — Interests', () => {
     const { NotFoundError } = await import('@/lib/errors');
 
     const meta = makeAuditMeta({ portId: portA });
-    const interest = await createInterest(portA, makeCreateInterestInput({ clientId: clientIdA }), meta);
+    const interest = await createInterest(
+      portA,
+      makeCreateInterestInput({ clientId: clientIdA }),
+      meta,
+    );
 
     await expect(getInterestById(interest.id, portB)).rejects.toThrow(NotFoundError);
   });
 
   itDb('changeInterestStage on wrong port throws NotFoundError', async () => {
-    const { createInterest, changeInterestStage } = await import('@/lib/services/interests.service');
+    const { createInterest, changeInterestStage } =
+      await import('@/lib/services/interests.service');
     const { NotFoundError } = await import('@/lib/errors');
 
     const meta = makeAuditMeta({ portId: portA });
-    const interest = await createInterest(portA, makeCreateInterestInput({ clientId: clientIdA }), meta);
+    const interest = await createInterest(
+      portA,
+      makeCreateInterestInput({ clientId: clientIdA }),
+      meta,
+    );
 
     await expect(
-      changeInterestStage(interest.id, portB, { pipelineStage: 'details_sent' }, meta),
+      changeInterestStage(interest.id, portB, { pipelineStage: 'qualified' }, meta),
     ).rejects.toThrow(NotFoundError);
   });
 });