Pipeline funnel v2: 4-stage enum + migration 0007 + derived grid signals

Collapse the inherited 6-stage opportunity funnel to the locked 4-stage
per-investor funnel (lead -> engaged -> diligence -> commitment), terminal at
commitment. Migration 0007 remaps existing stage values (outreach/meeting ->
engaged, due_diligence -> diligence, committed/funded -> commitment) and
archives the stray 'lost' value (the grid row is left intact). Inject read-only
existing_investor (total_invested>0), last_activity_at, and staleness
(''/'aging'>=30d/'stale'>=60d) into the grid GET, stripped on write. Frontend:
4-stage chip tints + Pipeline board / opp-form / mock on the new enum.

The visible desktop existing-investor star + staleness recency column + the
Stale saved view are deferred to mobile Phase 3 (data is injected + test-locked
now, so that phase stays pure-frontend). Longshot was already retired by prior
cleanup -- no-op.

Tests: test_pipeline_stages_v2.py (migration remap + derivation boundaries) +
updated grid-pipeline-link / soft-delete / nl_query; 36/36 green, render-smoke
green, fresh-DB migrate clean.

backend/nl_query/intents.py

@@ -28,13 +28,13 @@ from datetime import datetime, timedelta
 # scan flooding a response. A list intent past this is reported truncated, never silently cut.
 MAX_ROWS = 500
 
-# Live, non-terminal pipeline stages in funnel order (mirrors server.PIPELINE_STAGES; 'lost'
-# is the terminal drop). Kept here so the pipeline intents have a stable rank without importing
-# the server module (helpers take a conn; they never import server — house convention).
-_STAGE_ORDER = ['lead', 'outreach', 'meeting', 'due_diligence', 'committed', 'funded']
+# 4-stage per-investor funnel in order, terminal at 'commitment' (mirrors server.PIPELINE_STAGES).
+# Kept here so the pipeline intents have a stable rank without importing the server module
+# (helpers take a conn; they never import server — house convention).
+_STAGE_ORDER = ['lead', 'engaged', 'diligence', 'commitment']
 _STAGE_RANK_SQL = (
-    "CASE stage WHEN 'lead' THEN 1 WHEN 'outreach' THEN 2 WHEN 'meeting' THEN 3 "
-    "WHEN 'due_diligence' THEN 4 WHEN 'committed' THEN 5 WHEN 'funded' THEN 6 ELSE 0 END")
+    "CASE stage WHEN 'lead' THEN 1 WHEN 'engaged' THEN 2 "
+    "WHEN 'diligence' THEN 3 WHEN 'commitment' THEN 4 ELSE 0 END")
 
 
 # ── helpers ────────────────────────────────────────────────────────────────────────────
@@ -237,7 +237,7 @@ def run_pipeline_top(conn, slots):
         "o.probability, u.full_name AS owner FROM opportunities o "
         "LEFT JOIN fundraising_investors i ON i.id = o.fundraising_investor_id "
         "LEFT JOIN users u ON u.id = o.owner_id "
-        "WHERE o.deleted_at IS NULL AND o.stage != 'lost' "
+        "WHERE o.deleted_at IS NULL "
         f"ORDER BY {_STAGE_RANK_SQL} DESC, o.expected_amount DESC LIMIT ?", (n,)))
     for r in rows:
         r["last_activity_at"] = last.get(r.pop("inv_id"))
@@ -248,11 +248,11 @@ def run_pipeline_top(conn, slots):
 
 
 def run_pipeline_totals(conn, slots):
-    """Total pipeline dollars and the split across each stage (excludes lost)."""
+    """Total pipeline dollars and the split across each stage."""
     rows = _rows(conn.execute(
         "SELECT stage, COUNT(*) AS count, COALESCE(SUM(expected_amount),0) AS expected_total, "
         "COALESCE(SUM(commitment_amount),0) AS committed_total FROM opportunities "
-        f"WHERE deleted_at IS NULL AND stage != 'lost' GROUP BY stage ORDER BY {_STAGE_RANK_SQL}"))
+        f"WHERE deleted_at IS NULL GROUP BY stage ORDER BY {_STAGE_RANK_SQL}"))
     total = sum(r["expected_total"] for r in rows)
     count = sum(r["count"] for r in rows)
     return {"columns": ["stage", "count", "expected_total", "committed_total"],