refactor(sales): consolidate pipeline stages + wire EOI auto-advance

The 8→9 stage refresh from earlier today only updated constants.ts and the DB —
20 component/service files still hardcoded the old enum, leaving labels blank,
filter dropdowns wrong, kanban columns mismatched, and the analytics funnel
silently dropping new-stage rows. The platform also never advanced
pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus
but left the user-visible stage stuck.

This commit closes both gaps:

  1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS,
     STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus
     stageLabel / stageBadgeClass / stageDotClass / safeStage /
     canTransitionStage helpers. components/clients/pipeline-constants.ts
     becomes a re-export shim so existing imports keep working.

  2. 18 stale-enum surfaces migrated — interest list (table, card, filters,
     form, stage picker), pipeline board, client card, berth interests tab,
     portal client interests page, dashboard pipeline / funnel / revenue-
     forecast charts, settings pipeline_weights default, dashboard.service
     weights, analytics.service funnel stages, alert-rules stale-interest
     filter, interest-scoring stage rank.

  3. Documents tab wired into interest detail — replaced the placeholder in
     interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the
     EOI launcher is back where salespeople work.

  4. Auto-advance — new advanceStageIfBehind() in interests.service.ts
     (forward-only, no-op if interest is already past the target). Called
     from documents.service.ts on send (→ eoi_sent), Documenso completed
     webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed).

  5. Transition guard — canTransitionStage() blocks egregious skips
     (e.g. completed → open, open → contract_signed). Enforced in
     changeInterestStage before the DB write.

Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832,
ESLint clean on every file touched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/components/interests/interest-form.tsx

@@ -35,20 +35,9 @@ import { YachtPicker } from '@/components/yachts/yacht-picker';
 import { apiFetch } from '@/lib/api/client';
 import { useEntityOptions } from '@/hooks/use-entity-options';
 import { createInterestSchema, type CreateInterestInput } from '@/lib/validators/interests';
-import { PIPELINE_STAGES, LEAD_CATEGORIES } from '@/lib/constants';
+import { PIPELINE_STAGES, STAGE_LABELS, LEAD_CATEGORIES } from '@/lib/constants';
 import { cn } from '@/lib/utils';
 
-const STAGE_LABELS: Record<string, string> = {
-  open: 'Open',
-  details_sent: 'Details Sent',
-  in_communication: 'In Communication',
-  visited: 'Visited',
-  signed_eoi_nda: 'Signed EOI/NDA',
-  deposit_10pct: 'Deposit 10%',
-  contract: 'Contract',
-  completed: 'Completed',
-};
-
 const CATEGORY_LABELS: Record<string, string> = {
   general_interest: 'General Interest',
   specific_qualified: 'Specific Qualified',
@@ -58,6 +47,11 @@ const CATEGORY_LABELS: Record<string, string> = {
 interface InterestFormProps {
   open: boolean;
   onOpenChange: (open: boolean) => void;
+  /**
+   * Pre-fill clientId when launching the form from a client detail page.
+   * Ignored when `interest` is provided (edit mode).
+   */
+  defaultClientId?: string;
   interest?: {
     id: string;
     clientId: string;
@@ -75,7 +69,7 @@ interface InterestFormProps {
   };
 }
 
-export function InterestForm({ open, onOpenChange, interest }: InterestFormProps) {
+export function InterestForm({ open, onOpenChange, defaultClientId, interest }: InterestFormProps) {
   const queryClient = useQueryClient();
   const isEdit = !!interest;
 
@@ -140,14 +134,14 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
       });
     } else if (!interest && open) {
       reset({
-        clientId: '',
+        clientId: defaultClientId ?? '',
         yachtId: undefined,
         pipelineStage: 'open',
         reminderEnabled: false,
         tagIds: [],
       });
     }
-  }, [interest, open, reset]);
+  }, [interest, defaultClientId, open, reset]);
 
   const mutation = useMutation({
     mutationFn: async (data: CreateInterestInput) => {
@@ -347,7 +341,7 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                   <SelectContent>
                     {PIPELINE_STAGES.map((s) => (
                       <SelectItem key={s} value={s}>
-                        {STAGE_LABELS[s] ?? s}
+                        {STAGE_LABELS[s]}
                       </SelectItem>
                     ))}
                   </SelectContent>