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/lib/services/documents.service.ts

@@ -24,6 +24,7 @@ import { minioClient, buildStoragePath } from '@/lib/minio';
 import { env } from '@/lib/env';
 import { logger } from '@/lib/logger';
 import { evaluateRule } from '@/lib/services/berth-rules-engine';
+import { advanceStageIfBehind } from '@/lib/services/interests.service';
 import {
   createDocument as documensoCreate,
   sendDocument as documensoSend,
@@ -596,6 +597,9 @@ export async function sendForSigning(documentId: string, portId: string, meta: A
 
     // Trigger berth rules
     void evaluateRule('eoi_sent', interest.id, portId, meta);
+
+    // Advance pipeline stage to eoi_sent (no-op if already further along).
+    void advanceStageIfBehind(interest.id, portId, 'eoi_sent', meta, 'EOI sent for signing');
   }
 
   // Create document event
@@ -686,6 +690,15 @@ export async function uploadSignedManually(
 
     if (interest) {
       void evaluateRule('eoi_signed', doc.interestId, portId, meta);
+
+      // Advance to eoi_signed (no-op if already past it).
+      void advanceStageIfBehind(
+        doc.interestId,
+        portId,
+        'eoi_signed',
+        meta,
+        'Signed EOI uploaded manually',
+      );
     }
   }
 
@@ -877,12 +890,22 @@ export async function handleDocumentCompleted(eventData: { documentId: string })
       .where(eq(interests.id, doc.interestId));
 
     if (interest) {
-      void evaluateRule('eoi_signed', doc.interestId, doc.portId, {
+      const systemMeta: AuditMeta = {
         userId: 'system',
         portId: doc.portId,
         ipAddress: '0.0.0.0',
         userAgent: 'webhook',
-      });
+      };
+      void evaluateRule('eoi_signed', doc.interestId, doc.portId, systemMeta);
+
+      // Advance to eoi_signed (no-op if interest already past it).
+      void advanceStageIfBehind(
+        doc.interestId,
+        doc.portId,
+        'eoi_signed',
+        systemMeta,
+        'EOI signed via Documenso',
+      );
     }
   }