feat(post-audit): batch A+B quick-wins + audit-side residuals

Bundles the user-prioritised follow-ups from the post-audit punch-list.

Batch A — pipeline + EOI safety:
 - §1.1 timeline buildAuditDescription renders diff fields ("leadCategory → hot_lead").
 - §4.13 EOI rejection cascade: notification to assigned rep + audit row + rose banner.
 - §4.10b finish doc-detail: SigningProgress reuse, linked-entity names (server-resolved),
   per-event icons + tooltips + show-more in activity panel.
 - §7.2 stage guidance card replaces empty Payments slot pre-reservation.
 - §4.15 deal-pulse trigger audit (docs/deal-pulse-trigger-audit.md).

Batch B — UX consistency + docs:
 - §1.4 quick log-contact button on interest header.
 - §2.1 contact-log compose: Dialog → Sheet.
 - §7.1 docs/deal-pulse explainer page; /docs/ in PUBLIC_PATHS.
 - DocumentStatus now includes 'rejected' + 'declined' across constants, labels, tone maps.

Audit-side residuals:
 - M-NEW-1 /me/ports skips port-context requirement.
 - M-AU03 audit log CSV export endpoint + UI button.
 - M-IN03 dead receipt-scanner.ts deleted; live path already per-port.
 - M-P01 pg_trgm GIN indexes (migration 0071).
 - §10.1 webhook tests verified passing (was stale).

Deferred per user direction:
 - §11.3 email copy refactor (needs old-CRM reference).
 - M-EM03 IMAP bounce-to-interest linking.

Tests: 1374/1374. tsc + lint clean.

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

src/app/api/v1/interests/[id]/timeline/route.ts

@@ -208,6 +208,77 @@ function buildAuditDescription(
   if (action === 'update' && newValue?.pipelineStage) {
     return `Stage changed to ${stageLabel(newValue.pipelineStage as string)}`;
   }
-  if (action === 'update') return 'Interest updated';
+  if (action === 'update') {
+    // §1.1: surface which field(s) changed instead of a generic
+    // "Interest updated". We have the new-value bag in audit_logs;
+    // human-friendly labels for the most common fields.
+    return describeUpdateDiff(newValue);
+  }
   return action;
 }
+
+/**
+ * Render a "leadCategory: hot_lead, source: website" style description from
+ * an audit log's newValue payload. Filters out audit-internal fields,
+ * passes through human-friendly labels for known fields, falls back to
+ * the raw key name when the field isn't in the catalog.
+ */
+function describeUpdateDiff(newValue: Record<string, unknown> | null): string {
+  if (!newValue) return 'Interest updated';
+
+  // Audit-internal / housekeeping fields skipped from the timeline copy.
+  const SKIP = new Set(['updatedAt', 'createdAt', 'id', 'portId']);
+
+  const FIELD_LABELS: Record<string, string> = {
+    leadCategory: 'lead category',
+    source: 'source',
+    assignedTo: 'owner',
+    yachtId: 'yacht',
+    berthId: 'primary berth',
+    eoiDocStatus: 'EOI status',
+    reservationDocStatus: 'reservation status',
+    contractDocStatus: 'contract status',
+    dateEoiSent: 'EOI sent date',
+    dateEoiSigned: 'EOI signed date',
+    dateReservationSigned: 'reservation signed date',
+    dateContractSent: 'contract sent date',
+    dateContractSigned: 'contract signed date',
+    depositExpectedAmount: 'expected deposit',
+    depositExpectedCurrency: 'deposit currency',
+    desiredLengthFt: 'desired length',
+    desiredWidthFt: 'desired width',
+    desiredDraftFt: 'desired draft',
+    desiredLengthM: 'desired length (m)',
+    desiredWidthM: 'desired width (m)',
+    desiredDraftM: 'desired draft (m)',
+    reminderEnabled: 'follow-up reminder',
+    reminderDays: 'reminder cadence',
+    reminderNote: 'reminder note',
+    outcome: 'outcome',
+  };
+
+  const changed: string[] = [];
+  for (const [key, value] of Object.entries(newValue)) {
+    if (SKIP.has(key)) continue;
+    if (key === 'pipelineStage') continue; // handled by the earlier branch
+    const label = FIELD_LABELS[key] ?? key;
+    const formatted = formatDiffValue(value);
+    changed.push(formatted ? `${label} → ${formatted}` : label);
+  }
+
+  if (changed.length === 0) return 'Interest updated';
+  if (changed.length === 1) return `Updated ${changed[0]}`;
+  if (changed.length <= 3) return `Updated ${changed.join(', ')}`;
+  return `Updated ${changed.slice(0, 3).join(', ')} and ${changed.length - 3} more`;
+}
+
+function formatDiffValue(v: unknown): string {
+  if (v === null || v === undefined) return 'cleared';
+  if (typeof v === 'boolean') return v ? 'on' : 'off';
+  if (typeof v === 'number') return String(v);
+  if (typeof v === 'string') {
+    // Truncate verbose strings so the timeline line stays one row.
+    return v.length > 40 ? `${v.slice(0, 37)}…` : v;
+  }
+  return '';
+}