feat(sales): EOI queue route + invoice→deposit auto-advance + won/lost outcomes

Three independent strengthenings of the sales spine that the prior coherence
sweep made it possible to do cleanly.

  1. EOI queue page

     - Sidebar entry under Documents → "EOI queue".
     - Route /[port]/documents/eoi renders DocumentsHub with the existing
       eoi_queue tab pre-selected (filters in-flight EOIs only).
     - .gitignore: tightened root-only `eoi/` ignore so the documents/eoi
       route is no longer silently excluded.

  2. Invoice ↔ deposit link

     - invoices.interestId (FK, ON DELETE SET NULL) + invoices.kind
       ('general' | 'deposit'). Indexed on (port_id, interest_id).
     - createInvoiceSchema requires interestId when kind === 'deposit';
       the service validates the linked interest belongs to the same port
       before insert.
     - recordPayment auto-advances pipelineStage to deposit_10pct (via
       advanceStageIfBehind) when a paid invoice is kind=deposit and has
       an interestId. No-op if the interest is already further along.
     - "Create deposit invoice" link added to the Deposit milestone on the
       interest detail. Links to /invoices/new?interestId=…&kind=deposit;
       the form prefills the billing entity from the linked interest's
       client and shows a context banner.

  3. Won / lost terminal outcomes

     - interests.outcome ('won' | 'lost_other_marina' | 'lost_unqualified'
       | 'lost_no_response' | 'cancelled') + outcomeReason text +
       outcomeAt timestamp. Indexed on (port_id, outcome).
     - setInterestOutcome / clearInterestOutcome services + POST/DELETE
       /api/v1/interests/:id/outcome endpoints (gated by change_stage
       permission). Setting an outcome moves the interest to `completed`
       in the same write; clearing reopens to `in_communication` (or a
       caller-specified stage).
     - Mark Won / Mark Lost icon buttons on the interest detail header,
       plus an outcome badge that replaces the stage pill once a terminal
       outcome is set, plus a Reopen button.
     - Funnel + dashboard math updated to exclude lost/cancelled outcomes
       from active calculations (KPIs.activeInterests, pipelineValueUsd,
       getPipelineCounts, computePipelineFunnel, getRevenueForecast).
       The funnel now also returns a `lost` summary so callers can
       surface leakage without polluting conversion percentages.

Schema changes shipped via 0019_lazy_vampiro.sql; applied to dev DB
manually via psql because drizzle-kit push hits a pre-existing zod
parsing issue on the companies index. Dev server may need a restart
to flush prepared-statement caches.

tsc clean. vitest 832/832 pass. ESLint clean on every file touched.

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

src/lib/db/migrations/0019_lazy_vampiro.sql

@@ -0,0 +1,8 @@
+ALTER TABLE "invoices" ADD COLUMN "interest_id" text;--> statement-breakpoint
+ALTER TABLE "invoices" ADD COLUMN "kind" text DEFAULT 'general' NOT NULL;--> statement-breakpoint
+ALTER TABLE "interests" ADD COLUMN "outcome" text;--> statement-breakpoint
+ALTER TABLE "interests" ADD COLUMN "outcome_reason" text;--> statement-breakpoint
+ALTER TABLE "interests" ADD COLUMN "outcome_at" timestamp with time zone;--> statement-breakpoint
+ALTER TABLE "invoices" ADD CONSTRAINT "invoices_interest_id_interests_id_fk" FOREIGN KEY ("interest_id") REFERENCES "public"."interests"("id") ON DELETE set null ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_invoices_interest" ON "invoices" USING btree ("port_id","interest_id");--> statement-breakpoint
+CREATE INDEX "idx_interests_outcome" ON "interests" USING btree ("port_id","outcome");

src/lib/db/migrations/meta/_journal.json

@@ -134,6 +134,13 @@
       "when": 1777399135032,
       "tag": "0018_stormy_spencer_smythe",
       "breakpoints": true
+    },
+    {
+      "idx": 19,
+      "version": "7",
+      "when": 1777671562738,
+      "tag": "0019_lazy_vampiro",
+      "breakpoints": true
     }
   ]
 }

src/lib/db/schema/financial.ts

@@ -14,6 +14,7 @@ import {
 import { sql } from 'drizzle-orm';
 import { ports } from './ports';
 import { files } from './documents';
+import { interests } from './interests';
 
 export const expenses = pgTable(
   'expenses',
@@ -98,6 +99,13 @@ export const invoices = pgTable(
     paymentMethod: text('payment_method'),
     paymentReference: text('payment_reference'),
     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). */
+    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. */
+    kind: text('kind').notNull().default('general'), // 'general' | 'deposit'
     notes: text('notes'),
     createdBy: text('created_by').notNull(),
     archivedAt: timestamp('archived_at', { withTimezone: true }),
@@ -113,6 +121,7 @@ export const invoices = pgTable(
       table.billingEntityType,
       table.billingEntityId,
     ),
+    index('idx_invoices_interest').on(table.portId, table.interestId),
   ],
 );
 

src/lib/db/schema/interests.ts

@@ -2,7 +2,7 @@ import { pgTable, text, boolean, integer, timestamp, primaryKey, index } from 'd
 import { ports } from './ports';
 import { clients } from './clients';
 
-// Pipeline stages: open, details_sent, in_communication, visited, signed_eoi_nda, deposit_10pct, contract, completed
+// Pipeline stages: open, details_sent, in_communication, eoi_sent, eoi_signed, deposit_10pct, contract_sent, contract_signed, completed
 
 export const interests = pgTable(
   'interests',
@@ -36,6 +36,16 @@ export const interests = pgTable(
     reminderEnabled: boolean('reminder_enabled').notNull().default(false),
     reminderDays: integer('reminder_days'),
     reminderLastFired: timestamp('reminder_last_fired', { withTimezone: true }),
+    /** Terminal outcome. Independent of pipelineStage — `outcome` is set
+     *  alongside the stage transition to `completed` to distinguish won
+     *  deals from the various lost variants. NULL while the interest is
+     *  still active. */
+    outcome: text('outcome'), // 'won' | 'lost_other_marina' | 'lost_unqualified' | 'lost_no_response' | 'cancelled'
+    /** Free-text reason captured at the time the outcome is set. Surfaces
+     *  in the timeline + reports. */
+    outcomeReason: text('outcome_reason'),
+    /** When the outcome was decided. Lets us age 'how long ago did we lose'. */
+    outcomeAt: timestamp('outcome_at', { withTimezone: true }),
     notes: text('notes'),
     archivedAt: timestamp('archived_at', { withTimezone: true }),
     createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
@@ -48,6 +58,7 @@ export const interests = pgTable(
     index('idx_interests_yacht').on(table.yachtId),
     index('idx_interests_stage').on(table.portId, table.pipelineStage),
     index('idx_interests_archived').on(table.portId, table.archivedAt),
+    index('idx_interests_outcome').on(table.portId, table.outcome),
   ],
 );