fix(legacy-stage): purge 9-stage enum keys from rank tables and stale copy

L-001 hunt landed these:

  - src/lib/services/clients.service.ts — stageRank used pre-refactor
    9-stage names exclusively (`contract_signed`, `deposit_10pct`, …).
    Every modern 7-stage interest fell to rank 0, making client-list
    "most-progressed deal" sort effectively random. Modern values now
    own the canonical ranks; legacy aliases map to their 7-stage
    equivalents so historical audit data still sorts.

  - src/lib/services/berth-recommender.service.ts — STAGE_ORDER had
    the same 9-stage shape. LATE_STAGE_THRESHOLD pointed at the (now
    nonexistent) `deposit_10pct` slot. Reworked to the 7-stage scale;
    threshold now at `deposit_paid` (5).

  - Stale comments referencing `deposit_10pct` in schema (clients,
    financial) and client-archive services updated to current copy.

  - Smart-archive dialog rendered `i.pipelineStage` as raw enum; now
    routes through `stageLabelFor` (the new helper added with A2).

Test fixture updates: berth-recommender.test.ts numeric inputs
re-mapped to the new 7-stage scale (eoi_signed=5 → eoi=3, etc.).
1373/1373 vitest pass.

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

src/components/clients/smart-archive-dialog.tsx

@@ -18,6 +18,7 @@ import { Badge } from '@/components/ui/badge';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { Textarea } from '@/components/ui/textarea';
 import { apiFetch } from '@/lib/api/client';
+import { stageLabelFor } from '@/lib/constants';
 import { toastError } from '@/lib/api/toast-error';
 
 interface DossierBerth {
@@ -339,7 +340,7 @@ function SmartArchiveDialogBody({
                       <span className="font-mono">{i.interestId.slice(0, 8)}</span>
                       <span className="flex items-center gap-2">
                         <Badge variant="secondary" className="text-xs">
-                          {i.pipelineStage}
+                          {stageLabelFor(i.pipelineStage)}
                         </Badge>
                         {i.hasSignedEoi && <Badge className="text-xs">Signed EOI</Badge>}
                       </span>
@@ -411,7 +412,9 @@ function SmartArchiveDialogBody({
                           Releasing will notify the sales rep. Other interests on this berth:{' '}
                           {b.otherInterests
                             .slice(0, 3)
-                            .map((o) => `${o.clientName ?? '?'} (${o.pipelineStage})`)
+                            .map(
+                              (o) => `${o.clientName ?? '?'} (${stageLabelFor(o.pipelineStage)})`,
+                            )
                             .join(', ')}
                           {b.otherInterests.length > 3 ? ` +${b.otherInterests.length - 3}` : ''}
                         </p>

src/lib/db/schema/clients.ts

@@ -40,7 +40,7 @@ export const clients = pgTable(
     /** Better-auth user id of the operator who archived this client. */
     archivedBy: text('archived_by'),
     /** Free-text reason captured at archive time. Required when archiving a
-     *  client at deposit_10pct or later (compliance trail). Optional when
+     *  client at deposit_paid or later (compliance trail). Optional when
      *  archiving an early-stage lead. */
     archiveReason: text('archive_reason'),
     /** Per-decision metadata captured during smart-archive flow. Used by

src/lib/db/schema/financial.ts

@@ -120,7 +120,7 @@ export const invoices = pgTable(
     pdfFileId: text('pdf_file_id').references(() => files.id),
     /** Optional link to a sales interest. When the invoice is paid and `kind`
      *  is 'deposit', recordPayment auto-advances the interest's pipelineStage
-     *  to deposit_10pct (no-op if already further along). */
+     *  to deposit_paid (no-op if already further along). */
     interestId: text('interest_id').references(() => interests.id, { onDelete: 'set null' }),
     /** Invoice kind. 'general' (default) is everyday billing; 'deposit' marks
      *  the 10% berth-purchase deposit and is what triggers the stage advance. */

src/lib/db/schema/users.ts

@@ -18,10 +18,10 @@ export type RolePermissions = {
     edit: boolean;
     delete: boolean;
     change_stage: boolean;
-    /** Bypass the canTransitionStage table (e.g. mark a contract_signed
+    /** Bypass the canTransitionStage table (e.g. jump a deal straight to
-     *  deal as completed without going through deposit_10pct first when
+     *  Contract without going through Deposit Paid first when the data
-     *  the data was entered out of order). Audit-logged with the reason
+     *  was entered out of order). Audit-logged with the reason the rep
-     *  the rep gives. Sales-team-restricted. */
+     *  gives. Sales-team-restricted. */
     override_stage: boolean;
     generate_eoi: boolean;
     export: boolean;

src/lib/services/berth-recommender.service.ts

@@ -184,20 +184,32 @@ export async function loadRecommenderSettings(portId: string): Promise<Recommend
 
 // ─── Tier mapping ──────────────────────────────────────────────────────────
 
+// L-001: modern 7-stage ranks own the canonical positions; legacy 9-stage
+// keys map to their post-refactor equivalents so historical interests in
+// the recommender stage-aware queries continue to rank correctly.
 const STAGE_ORDER: Record<string, number> = {
+  // modern
+  enquiry: 1,
+  qualified: 2,
+  nurturing: 2,
+  eoi: 3,
+  reservation: 4,
+  deposit_paid: 5,
+  contract: 6,
+  // legacy aliases
   open: 1,
-  details_sent: 2,
+  details_sent: 1,
-  in_communication: 3,
+  in_communication: 2,
-  eoi_sent: 4,
+  eoi_sent: 3,
-  eoi_signed: 5,
+  eoi_signed: 3,
-  deposit_10pct: 6,
+  deposit_10pct: 5,
-  contract_sent: 7,
+  contract_sent: 6,
-  contract_signed: 8,
+  contract_signed: 6,
-  completed: 9,
+  completed: 6,
 };
 
 /** Stage at which a berth is "in late stage" (Tier D when active). */
-const LATE_STAGE_THRESHOLD = STAGE_ORDER.deposit_10pct!; // 6
+const LATE_STAGE_THRESHOLD = STAGE_ORDER.deposit_paid!; // 5
 
 export type Tier = 'A' | 'B' | 'C' | 'D';
 

src/lib/services/client-archive-dossier.service.ts

@@ -119,7 +119,7 @@ export interface ClientArchiveDossier {
    *  confirmation + reason required). */
   stakeLevel: ArchiveStakeLevel;
   /** The interest stage that earned the high-stakes classification (so
-   *  the UI can explain "this client is in deposit_10pct, please confirm").
+   *  the UI can explain "this client is in Deposit Paid, please confirm").
    *  Null when low-stakes. */
   highStakesStage: PipelineStage | null;
 

src/lib/services/client-archive.service.ts

@@ -145,7 +145,7 @@ export async function archiveClientWithDecisions(args: {
 
   if (dossier.stakeLevel === 'high' && !decisions.reason.trim()) {
     throw new ValidationError(
-      'A reason is required when archiving a client at deposit_10pct or later.',
+      'A reason is required when archiving a client at Deposit Paid or later.',
     );
   }
 

src/lib/services/clients.service.ts

@@ -252,21 +252,36 @@ export async function listClients(portId: string, query: ListClientsInput) {
   // Aggregate berths per client, sorted so the most-action-worthy
   // interest floats to the top of the chip row. Priority:
   //   1. open outcome (active deal) before closed (won/lost/cancelled)
-  //   2. within open: most progressed stage first (contract_signed > … > open)
+  //   2. within open: most progressed stage first (contract > … > enquiry)
   //   3. tie-breaker: mooring number alphabetical for stable ordering
   // The list-view UI shows the top 2 with full labels; the rest fall
   // through into a "+N more" popover.
+  //
+  // L-001 fix: pre-refactor this map used the 9-stage legacy names
+  // (contract_signed, deposit_10pct, …) and every modern 7-stage value
+  // fell through to rank 0, making the sort effectively random for any
+  // post-refactor interest. Modern values now own the canonical ranks
+  // and legacy keys map to their 7-stage equivalents so historical data
+  // continues to sort correctly.
   const stageRank: Record<string, number> = {
+    // modern (post 9→7 refactor)
+    contract: 1,
+    deposit_paid: 2,
+    reservation: 3,
+    eoi: 4,
+    nurturing: 5,
+    qualified: 6,
+    enquiry: 7,
+    // legacy aliases — kept so audit-log + soft-archive data sorts the same
     contract_signed: 1,
+    contract_sent: 1,
+    completed: 1,
     deposit_10pct: 2,
-    contract_sent: 3,
     eoi_signed: 4,
-    eoi_sent: 5,
+    eoi_sent: 4,
     in_communication: 6,
     details_sent: 7,
-    qualified: 8,
+    open: 7,
-    open: 9,
-    completed: 10,
   };
   type LinkedBerth = {
     id: string;

src/lib/validators/interests.ts

@@ -129,7 +129,8 @@ export const setOutcomeSchema = z.object({
 });
 
 export const clearOutcomeSchema = z.object({
-  // Stage to revert to when reopening (defaults to in_communication).
+  // Stage to revert to when reopening. When omitted the service picks the
+  // stage immediately before the outcome was set; falls back to qualified.
   reopenStage: z.enum(PIPELINE_STAGES).optional(),
 });
 

tests/unit/services/berth-recommender.test.ts

@@ -13,18 +13,21 @@ describe('classifyTier', () => {
   it('"B" when only lost interests exist (no active)', () => {
     expect(classifyTier({ activeInterestCount: 0, lostCount: 2, maxActiveStage: 0 })).toBe('B');
   });
-  it('"C" when an active interest is in an early stage', () => {
+  // L-001 renumber: 7-stage ranks are 1=enquiry, 2=qualified/nurturing,
+  // 3=eoi, 4=reservation, 5=deposit_paid, 6=contract. Tier D fires at
+  // deposit_paid (5) or later.
+  it('"C" when an active interest is in an early stage (eoi)', () => {
     expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 3 })).toBe('C');
   });
   it('"C" even when a prior interest was lost, if there is an active one', () => {
     expect(classifyTier({ activeInterestCount: 1, lostCount: 5, maxActiveStage: 2 })).toBe('C');
   });
   it('"D" when an active interest is at deposit or beyond', () => {
+    expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 5 })).toBe('D');
     expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 6 })).toBe('D');
-    expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 8 })).toBe('D');
   });
-  it('still "C" at eoi_signed (stage 5) - tier D only kicks in at deposit', () => {
+  it('still "C" at reservation (stage 4) - tier D only kicks in at deposit', () => {
-    expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 5 })).toBe('C');
+    expect(classifyTier({ activeInterestCount: 1, lostCount: 0, maxActiveStage: 4 })).toBe('C');
   });
 });
 
@@ -81,7 +84,7 @@ describe('computeHeat', () => {
         latestFallthroughAt: null,
         totalInterestCount: 0,
         eoiSignedCount: 0,
-        fallthroughMaxStage: 6, // deposit_10pct
+        fallthroughMaxStage: 5, // deposit_paid (was deposit_10pct=6 pre-refactor)
       },
       w,
       NOW,