feat(interests): EOI/contract/reservation tabs + contact log + berth interest milestone + interest list overhaul

Major interest workflow expansion driven by the rapid-fire UX session.

EOI / Contract / Reservation tabs replace the generic Documents tab when
the deal is at the relevant stage — workspace pattern with active-doc
hero, signing progress, paper-signed upload, and history strip. Stage-
conditional visibility wired through interest-tabs.tsx so the tab set
shrinks/expands as the deal moves through the pipeline.

Contact log: per-interaction structured log (channel/direction/summary/
optional follow-up reminder). New `interest_contact_log` table + service
+ tab UI (timeline with channel-coded icons + compose dialog).
auto-creates a reminder when followUpAt is set.

Berth Interest milestone: first milestone in the OverviewTab's pipeline
strip, completes the moment any berth is linked via the junction. Drives
the "have we captured what they want?" sanity check for general_interest
leads before they move to EOI.

Stage-conditional milestones: past phases collapse into a one-liner
strip, current phase expands, future phases hide behind a "Show
upcoming" toggle. Inline stage picker now defers reason capture to an
override-confirm view (only required for illegal transitions, not the
default flow).

Notes blob → threaded: dropped `interests.notes` column entirely; the
threaded `interest_notes` table is the single source of truth. Latest-
note teaser on Overview links into the dedicated Notes tab. Polymorphic
notes service gains aggregated client view (unions client + interest +
yacht notes with source chips and group-by-source toggle).

Berth interest list overhaul:
  - Configurable columns via ColumnPicker (18 toggleable, 5 default-on)
  - Natural-sort SQL ORDER BY on mooring number (A1, A2, A10 not A10, A2)
  - Per-letter row tinting via colored left-border accent + dot in cell
  - Documents tab merged Files (single attachments section)

Topbar improvements:
  - Always-visible back arrow on detail pages (path depth > 2)
  - Breadcrumb-hint store + useBreadcrumbHint hook so detail pages can
    push their entity hierarchy (Clients › Mary Smith › Interest › B17)
  - Tighter spacing, softer separators, 160px crumb truncation

DataTable upgrades:
  - Page-size selector with All option (validator cap raised to 1000)
  - getRowClassName slot for per-row styling (used by berth tinting)
  - Fixed Radix SelectItem crash on empty-string values via __any__
    sentinel (was crashing every list page that opened a select filter)

Interest list:
  - Configurable columns picker
  - Stage cell clickable into detail
  - TagPicker + SavedViewsDropdown sized h-8 to match adjacent buttons
  - Save view moved into ColumnPicker menu; Views button hidden when
    no views are saved
  - Pipeline kanban board endpoint at /api/v1/interests/board with
    minimal projection, 5000-row cap + truncated banner, filter
    pass-through

Mobile chrome + sidebar collapse removed (always-expanded design choice).

User management lists super-admins (was inner-joined on user_port_roles
which excluded global super-admins).

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

src/app/(dashboard)/[portSlug]/berths/[berthId]/page.tsx

@@ -1,4 +1,5 @@
 import { BerthDetail } from '@/components/berths/berth-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 
 interface BerthPageProps {
   params: Promise<{ portSlug: string; berthId: string }>;
@@ -6,5 +7,10 @@ interface BerthPageProps {
 
 export default async function BerthPage({ params }: BerthPageProps) {
   const { berthId } = await params;
-  return <BerthDetail berthId={berthId} />;
+  return (
+    <>
+      <TrackEntityView type="berth" id={berthId} />
+      <BerthDetail berthId={berthId} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/clients/[clientId]/page.tsx

@@ -1,4 +1,5 @@
 import { ClientDetail } from '@/components/clients/client-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 import { auth } from '@/lib/auth';
 import { headers } from 'next/headers';
 
@@ -12,5 +13,10 @@ export default async function ClientDetailPage({ params }: ClientDetailPageProps
   const session = await auth.api.getSession({ headers: await headers() });
   const currentUserId = session?.user?.id;
 
-  return <ClientDetail clientId={clientId} currentUserId={currentUserId} />;
+  return (
+    <>
+      <TrackEntityView type="client" id={clientId} />
+      <ClientDetail clientId={clientId} currentUserId={currentUserId} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/companies/[companyId]/page.tsx

@@ -1,4 +1,5 @@
 import { CompanyDetail } from '@/components/companies/company-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 import { auth } from '@/lib/auth';
 import { headers } from 'next/headers';
 
@@ -12,5 +13,10 @@ export default async function CompanyDetailPage({ params }: CompanyDetailPagePro
   const session = await auth.api.getSession({ headers: await headers() });
   const currentUserId = session?.user?.id;
 
-  return <CompanyDetail companyId={companyId} currentUserId={currentUserId} />;
+  return (
+    <>
+      <TrackEntityView type="company" id={companyId} />
+      <CompanyDetail companyId={companyId} currentUserId={currentUserId} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/documents/[id]/page.tsx

@@ -1,4 +1,5 @@
 import { DocumentDetail } from '@/components/documents/document-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 
 interface PageProps {
   params: Promise<{ portSlug: string; id: string }>;
@@ -6,5 +7,10 @@ interface PageProps {
 
 export default async function DocumentDetailPage({ params }: PageProps) {
   const { portSlug, id } = await params;
-  return <DocumentDetail documentId={id} portSlug={portSlug} />;
+  return (
+    <>
+      <TrackEntityView type="document" id={id} />
+      <DocumentDetail documentId={id} portSlug={portSlug} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/expenses/[id]/page.tsx

@@ -5,6 +5,7 @@ import { useParams, useRouter } from 'next/navigation';
 
 import { ExpenseDetail } from '@/components/expenses/expense-detail';
 import { ExpenseFormDialog } from '@/components/expenses/expense-form-dialog';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 import { useQuery } from '@tanstack/react-query';
 import { apiFetch } from '@/lib/api/client';
 import type { ExpenseRow } from '@/components/expenses/expense-columns';
@@ -22,6 +23,7 @@ export default function ExpenseDetailPage() {
 
   return (
     <div className="max-w-3xl mx-auto">
+      <TrackEntityView type="expense" id={params.id} />
       <ExpenseDetail
         expenseId={params.id}
         onEdit={() => setEditOpen(true)}
@@ -29,11 +31,7 @@ export default function ExpenseDetailPage() {
       />
 
       {data?.data && (
-        <ExpenseFormDialog
-          open={editOpen}
-          onOpenChange={setEditOpen}
-          expense={data.data}
-        />
+        <ExpenseFormDialog open={editOpen} onOpenChange={setEditOpen} expense={data.data} />
       )}
     </div>
   );

src/app/(dashboard)/[portSlug]/interests/[interestId]/page.tsx

@@ -1,4 +1,5 @@
 import { InterestDetail } from '@/components/interests/interest-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 import { auth } from '@/lib/auth';
 import { headers } from 'next/headers';
 
@@ -12,5 +13,10 @@ export default async function InterestDetailPage({ params }: InterestDetailPageP
   const session = await auth.api.getSession({ headers: await headers() });
   const currentUserId = session?.user?.id;
 
-  return <InterestDetail interestId={interestId} currentUserId={currentUserId} />;
+  return (
+    <>
+      <TrackEntityView type="interest" id={interestId} />
+      <InterestDetail interestId={interestId} currentUserId={currentUserId} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/invoices/[id]/page.tsx

@@ -1,5 +1,6 @@
 import { use } from 'react';
 import { InvoiceDetail } from '@/components/invoices/invoice-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 
 interface InvoiceDetailPageProps {
   params: Promise<{ portSlug: string; id: string }>;
@@ -9,6 +10,7 @@ export default function InvoiceDetailPage({ params }: InvoiceDetailPageProps) {
   const { id } = use(params);
   return (
     <div className="max-w-4xl mx-auto space-y-6">
+      <TrackEntityView type="invoice" id={id} />
       <InvoiceDetail invoiceId={id} />
     </div>
   );

src/app/(dashboard)/[portSlug]/residential/clients/[id]/page.tsx

@@ -1,4 +1,5 @@
 import { ResidentialClientDetail } from '@/components/residential/residential-client-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 
 interface Props {
   params: Promise<{ id: string }>;
@@ -6,5 +7,10 @@ interface Props {
 
 export default async function ResidentialClientDetailPage({ params }: Props) {
   const { id } = await params;
-  return <ResidentialClientDetail clientId={id} />;
+  return (
+    <>
+      <TrackEntityView type="residential-client" id={id} />
+      <ResidentialClientDetail clientId={id} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/residential/interests/[id]/page.tsx

@@ -1,4 +1,5 @@
 import { ResidentialInterestDetail } from '@/components/residential/residential-interest-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 
 interface Props {
   params: Promise<{ id: string }>;
@@ -6,5 +7,10 @@ interface Props {
 
 export default async function ResidentialInterestDetailPage({ params }: Props) {
   const { id } = await params;
-  return <ResidentialInterestDetail interestId={id} />;
+  return (
+    <>
+      <TrackEntityView type="residential-interest" id={id} />
+      <ResidentialInterestDetail interestId={id} />
+    </>
+  );
 }

src/app/(dashboard)/[portSlug]/yachts/[yachtId]/page.tsx

@@ -1,4 +1,5 @@
 import { YachtDetail } from '@/components/yachts/yacht-detail';
+import { TrackEntityView } from '@/components/search/track-entity-view';
 import { auth } from '@/lib/auth';
 import { headers } from 'next/headers';
 
@@ -12,5 +13,10 @@ export default async function YachtDetailPage({ params }: YachtDetailPageProps)
   const session = await auth.api.getSession({ headers: await headers() });
   const currentUserId = session?.user?.id;
 
-  return <YachtDetail yachtId={yachtId} currentUserId={currentUserId} />;
+  return (
+    <>
+      <TrackEntityView type="yacht" id={yachtId} />
+      <YachtDetail yachtId={yachtId} currentUserId={currentUserId} />
+    </>
+  );
 }

src/app/api/public/interests/route.ts

@@ -225,7 +225,6 @@ export async function POST(req: NextRequest) {
           yachtId,
           source: 'website',
           pipelineStage: 'open',
-          notes: data.notes,
         })
         .returning();
 

src/app/api/v1/clients/[id]/activity/route.ts

@@ -4,11 +4,14 @@ import { eq, and } from 'drizzle-orm';
 import { withAuth, withPermission } from '@/lib/api/helpers';
 import { db } from '@/lib/db';
 import { clients } from '@/lib/db/schema/clients';
-import { loadEntityActivity } from '@/lib/services/entity-activity.service';
+import {
+  loadClientActivityAggregated,
+  loadEntityActivity,
+} from '@/lib/services/entity-activity.service';
 import { errorResponse, NotFoundError } from '@/lib/errors';
 
 export const GET = withAuth(
-  withPermission('clients', 'view', async (_req, ctx, params) => {
+  withPermission('clients', 'view', async (req, ctx, params) => {
     try {
       const id = params.id;
       if (!id) throw new NotFoundError('client');
@@ -18,11 +21,19 @@ export const GET = withAuth(
         .where(and(eq(clients.id, id), eq(clients.portId, ctx.portId)))
         .limit(1);
       if (exists.length === 0) throw new NotFoundError('client');
-      const data = await loadEntityActivity({
-        portId: ctx.portId,
-        entityType: 'client',
-        entityId: id,
-      });
+      // ?aggregate=false opts out for callers that need just the
+      // client-level audit log (no interest events). Default is on
+      // since the Client overview Activity tab benefits from the
+      // full timeline.
+      const url = new URL(req.url);
+      const aggregate = url.searchParams.get('aggregate') !== 'false';
+      const data = aggregate
+        ? await loadClientActivityAggregated({ portId: ctx.portId, clientId: id })
+        : await loadEntityActivity({
+            portId: ctx.portId,
+            entityType: 'client',
+            entityId: id,
+          });
       return NextResponse.json({ data });
     } catch (error) {
       return errorResponse(error);

src/app/api/v1/clients/[id]/notes/route.ts

@@ -9,11 +9,18 @@ import { createNoteSchema } from '@/lib/validators/notes';
 import * as notesService from '@/lib/services/notes.service';
 
 export const GET = withAuth(
-  withPermission('clients', 'view', async (_req, ctx, params) => {
+  withPermission('clients', 'view', async (req, ctx, params) => {
     try {
       const clientId = params.id;
       if (!clientId) throw new NotFoundError('Client');
-      const notes = await notesService.listForEntity(ctx.portId, 'clients', clientId);
+      // ?aggregate=true unions client-level notes with notes from
+      // every interest + directly-owned yacht so the Notes tab on
+      // the client overview shows the full timeline.
+      const url = new URL(req.url);
+      const aggregate = url.searchParams.get('aggregate') === 'true';
+      const notes = aggregate
+        ? await notesService.listForClientAggregated(ctx.portId, clientId)
+        : await notesService.listForEntity(ctx.portId, 'clients', clientId);
       return NextResponse.json({ data: notes });
     } catch (error) {
       return errorResponse(error);

src/app/api/v1/contact-log/[id]/route.ts

@@ -0,0 +1,36 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { remove, update } from '@/lib/services/interest-contact-log.service';
+import { updateContactLogSchema } from '@/lib/validators/interest-contact-log';
+
+export const PATCH = withAuth(
+  withPermission('interests', 'edit', async (req, ctx, params) => {
+    try {
+      const body = await parseBody(req, updateContactLogSchema);
+      const entry = await update(params.id!, ctx.portId, ctx.userId, {
+        occurredAt: body.occurredAt,
+        channel: body.channel,
+        direction: body.direction,
+        summary: body.summary,
+        followUpAt: body.followUpAt,
+      });
+      return NextResponse.json({ data: entry });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const DELETE = withAuth(
+  withPermission('interests', 'edit', async (_req, ctx, params) => {
+    try {
+      await remove(params.id!, ctx.portId);
+      return NextResponse.json({ ok: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/interests/[id]/contact-log/route.ts

@@ -0,0 +1,37 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { create, listForInterest } from '@/lib/services/interest-contact-log.service';
+import { createContactLogSchema } from '@/lib/validators/interest-contact-log';
+
+export const GET = withAuth(
+  withPermission('interests', 'view', async (_req, ctx, params) => {
+    try {
+      const entries = await listForInterest(params.id!, ctx.portId);
+      return NextResponse.json({ data: entries });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const POST = withAuth(
+  withPermission('interests', 'edit', async (req, ctx, params) => {
+    try {
+      const body = await parseBody(req, createContactLogSchema);
+      const entry = await create(ctx.userId, {
+        interestId: params.id!,
+        occurredAt: body.occurredAt,
+        channel: body.channel,
+        direction: body.direction,
+        summary: body.summary,
+        followUpAt: body.followUpAt ?? null,
+      });
+      return NextResponse.json({ data: entry }, { status: 201 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/interests/[id]/eoi-context/route.ts

@@ -0,0 +1,26 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { buildEoiContext } from '@/lib/services/eoi-context';
+
+/**
+ * Returns the resolved `EoiContext` — the actual data that would be
+ * auto-filled into the EOI document — for the given interest. Drives
+ * the EOI generate dialog's pre-flight preview so a sales rep can see
+ * (and correct) every value before sending the document for signing.
+ *
+ * No mutation; pure read of denormalized data the EOI builder already
+ * computes server-side. Returns 404 if the interest is missing or in
+ * another port (the buildEoiContext function throws NotFoundError).
+ */
+export const GET = withAuth(
+  withPermission('interests', 'view', async (_req, ctx, params) => {
+    try {
+      const context = await buildEoiContext(params.id!, ctx.portId);
+      return NextResponse.json({ data: context });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/interests/board/route.ts

@@ -0,0 +1,30 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseQuery } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { listInterestsForBoard } from '@/lib/services/interests.service';
+import { boardFiltersSchema } from '@/lib/validators/interests';
+
+/**
+ * Board (kanban) endpoint — returns every active interest for the port
+ * with a minimal projection (id, clientName, mooring, leadCategory,
+ * stage, updatedAt). No pagination: the kanban renders the whole
+ * pipeline at once. The service hard-caps at 5000 rows to keep payload
+ * size bounded; if `truncated: true` the UI surfaces a banner.
+ *
+ * Filter params are a strict subset of the list endpoint — see
+ * boardFiltersSchema. `pipelineStage` and `includeArchived` are
+ * intentionally rejected at validation time.
+ */
+export const GET = withAuth(
+  withPermission('interests', 'view', async (req, ctx) => {
+    try {
+      const filters = parseQuery(req, boardFiltersSchema);
+      const result = await listInterestsForBoard(ctx.portId, filters);
+      return NextResponse.json(result);
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/me/route.ts

@@ -30,12 +30,34 @@ const updateProfileSchema = z.object({
       dark_mode: z.boolean().optional(),
       locale: z.string().optional(),
       timezone: z.string().optional(),
+      // Per-table column visibility. Keyed by entity type — entries
+      // with an empty `hiddenColumns` mean "all visible". The validator
+      // caps total entries / IDs so a malicious client can't bloat the
+      // 8 KB preferences blob; see merge step below for the byte cap.
+      tablePreferences: z
+        .record(
+          z.string().min(1).max(64),
+          z
+            .object({
+              hiddenColumns: z.array(z.string().min(1).max(64)).max(50).optional(),
+            })
+            .strict(),
+        )
+        .optional(),
     })
     .strict()
     .optional(),
 });
 
 export const GET = withAuth(async (_req, ctx: AuthContext) => {
+  // Hydrate preferences from user_profiles so the client can read its
+  // saved table-column visibility (and other prefs) without a second
+  // round-trip on app boot.
+  const profile = await db.query.userProfiles.findFirst({
+    where: eq(userProfiles.userId, ctx.userId),
+    columns: { preferences: true, avatarFileId: true, avatarUrl: true },
+  });
+
   return NextResponse.json({
     data: {
       userId: ctx.userId,
@@ -44,6 +66,11 @@ export const GET = withAuth(async (_req, ctx: AuthContext) => {
       permissions: ctx.permissions,
       isSuperAdmin: ctx.isSuperAdmin,
       user: ctx.user,
+      preferences: profile?.preferences ?? {},
+      profile: {
+        avatarFileId: profile?.avatarFileId ?? null,
+        avatarUrl: profile?.avatarUrl ?? null,
+      },
     },
   });
 });
@@ -67,7 +94,7 @@ export const PATCH = withAuth(async (req, ctx: AuthContext) => {
       // .passthrough(); the merge prunes them so legacy bloat doesn't
       // accumulate forever, and a future schema regression that tries
       // to ship arbitrary keys still gets dropped here at write time.
-      const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone']);
+      const ALLOWED_PREF_KEYS = new Set(['dark_mode', 'locale', 'timezone', 'tablePreferences']);
       const existing = (profile.preferences as Record<string, unknown>) ?? {};
       const merged = Object.fromEntries(
         Object.entries({ ...existing, ...body.preferences }).filter(([k]) =>

src/components/berths/berth-columns.tsx

@@ -12,20 +12,100 @@ import {
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu';
 import { TagBadge } from '@/components/shared/tag-badge';
+import { mooringLetterDot } from './mooring-letter-tone';
 
 export type BerthRow = {
   id: string;
   mooringNumber: string;
   area: string | null;
   status: string;
+  // Dimensions (both units; row falls back when one is null)
+  lengthFt: string | null;
+  widthFt: string | null;
+  draftFt: string | null;
   lengthM: string | null;
   widthM: string | null;
+  draftM: string | null;
+  widthIsMinimum: boolean | null;
+  // Capacity
+  nominalBoatSize: string | null;
+  nominalBoatSizeM: string | null;
+  waterDepth: string | null;
+  waterDepthM: string | null;
+  waterDepthIsMinimum: boolean | null;
+  // Pontoon details (NocoDB)
+  sidePontoon: string | null;
+  mooringType: string | null;
+  cleatType: string | null;
+  cleatCapacity: string | null;
+  bollardType: string | null;
+  bollardCapacity: string | null;
+  access: string | null;
+  bowFacing: string | null;
+  berthApproved: boolean | null;
+  // Power
+  powerCapacity: string | null;
+  voltage: string | null;
+  // Pricing
   price: string | null;
   priceCurrency: string;
+  weeklyRateHighUsd: string | null;
+  weeklyRateLowUsd: string | null;
+  dailyRateHighUsd: string | null;
+  dailyRateLowUsd: string | null;
+  pricingValidUntil: string | null;
+  // Tenure
   tenureType: string;
+  tenureYears: number | null;
+  tenureStartDate: string | null;
+  tenureEndDate: string | null;
   tags: Array<{ id: string; name: string; color: string }>;
 };
 
+/**
+ * Toggleable columns for the berth list ColumnPicker. Heavy NocoDB
+ * fields default to hidden; reps can switch them on per-table-view.
+ * `mooringNumber` is intentionally omitted from this list — it's the
+ * primary identifier and always visible.
+ */
+export const BERTH_COLUMN_OPTIONS: Array<{ id: string; label: string }> = [
+  { id: 'area', label: 'Area' },
+  { id: 'status', label: 'Status' },
+  { id: 'sidePontoon', label: 'Side / Pontoon' },
+  { id: 'dimensions', label: 'Dimensions' },
+  { id: 'nominalBoatSize', label: 'Nominal boat size' },
+  { id: 'waterDepth', label: 'Water depth' },
+  { id: 'mooringType', label: 'Mooring type' },
+  { id: 'cleat', label: 'Cleat (type · capacity)' },
+  { id: 'bollard', label: 'Bollard (type · capacity)' },
+  { id: 'access', label: 'Access' },
+  { id: 'bowFacing', label: 'Bow facing' },
+  { id: 'berthApproved', label: 'Approved' },
+  { id: 'power', label: 'Power (kW · V)' },
+  { id: 'price', label: 'Price' },
+  { id: 'rates', label: 'Daily / Weekly rates' },
+  { id: 'pricingValidUntil', label: 'Pricing valid until' },
+  { id: 'tenure', label: 'Tenure' },
+  { id: 'tags', label: 'Tags' },
+];
+
+/** Hidden by default — power-users turn them on via the picker. */
+export const BERTH_DEFAULT_HIDDEN: string[] = [
+  'tenure',
+  'sidePontoon',
+  'nominalBoatSize',
+  'waterDepth',
+  'mooringType',
+  'cleat',
+  'bollard',
+  'access',
+  'bowFacing',
+  'berthApproved',
+  'power',
+  'rates',
+  'pricingValidUntil',
+];
+
 function StatusBadge({ status }: { status: string }) {
   const variants: Record<string, string> = {
     available: 'bg-green-100 text-green-800 border-green-200',
@@ -90,46 +170,167 @@ function ActionsCell({ row }: { row: { original: BerthRow } }) {
   );
 }
 
+function joinNonNull(parts: Array<string | null | undefined>, sep = ' · '): string {
+  return parts.filter((p): p is string => Boolean(p)).join(sep);
+}
+
+function formatMoney(amount: string | null, currency: string): string | null {
+  if (!amount) return null;
+  return new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: currency || 'USD',
+    maximumFractionDigits: 0,
+  }).format(Number(amount));
+}
+
 export const berthColumns: ColumnDef<BerthRow, unknown>[] = [
   {
     accessorKey: 'mooringNumber',
     header: 'Mooring #',
-    cell: ({ row }) => <span className="font-medium">{row.original.mooringNumber}</span>,
+    cell: ({ row }) => {
+      const dot = mooringLetterDot(row.original.mooringNumber);
+      return (
+        <span className="inline-flex items-center gap-2 font-medium">
+          {dot && <span className={`inline-block size-2 rounded-full ${dot}`} aria-hidden />}
+          {row.original.mooringNumber}
+        </span>
+      );
+    },
   },
   {
+    id: 'area',
     accessorKey: 'area',
     header: 'Area',
     cell: ({ row }) => row.original.area ?? '-',
   },
   {
+    id: 'status',
     accessorKey: 'status',
     header: 'Status',
     cell: ({ row }) => <StatusBadge status={row.original.status} />,
   },
+  {
+    id: 'sidePontoon',
+    header: 'Side / Pontoon',
+    enableSorting: false,
+    cell: ({ row }) => row.original.sidePontoon ?? '-',
+  },
   {
     id: 'dimensions',
     header: 'Dimensions',
     enableSorting: false,
     cell: ({ row }) => {
-      const { lengthM, widthM } = row.original;
+      const { lengthM, widthM, draftM, widthIsMinimum } = row.original;
       if (!lengthM && !widthM) return '-';
-      return `${lengthM ?? '?'}m × ${widthM ?? '?'}m`;
+      const widthLabel = widthM ? `${widthIsMinimum ? '≥' : ''}${widthM}m` : '?';
+      const base = `${lengthM ?? '?'}m × ${widthLabel}`;
+      return draftM ? `${base} (draft ${draftM}m)` : base;
     },
   },
   {
+    id: 'nominalBoatSize',
+    header: 'Boat size',
+    enableSorting: false,
+    cell: ({ row }) => {
+      const m = row.original.nominalBoatSizeM;
+      const ft = row.original.nominalBoatSize;
+      if (!m && !ft) return '-';
+      return m ? `${m}m` : `${ft}ft`;
+    },
+  },
+  {
+    id: 'waterDepth',
+    header: 'Water depth',
+    enableSorting: false,
+    cell: ({ row }) => {
+      const { waterDepthM, waterDepthIsMinimum } = row.original;
+      if (!waterDepthM) return '-';
+      return `${waterDepthIsMinimum ? '≥' : ''}${waterDepthM}m`;
+    },
+  },
+  {
+    id: 'mooringType',
+    header: 'Mooring type',
+    enableSorting: false,
+    cell: ({ row }) => row.original.mooringType ?? '-',
+  },
+  {
+    id: 'cleat',
+    header: 'Cleat',
+    enableSorting: false,
+    cell: ({ row }) => joinNonNull([row.original.cleatType, row.original.cleatCapacity]) || '-',
+  },
+  {
+    id: 'bollard',
+    header: 'Bollard',
+    enableSorting: false,
+    cell: ({ row }) => joinNonNull([row.original.bollardType, row.original.bollardCapacity]) || '-',
+  },
+  {
+    id: 'access',
+    header: 'Access',
+    enableSorting: false,
+    cell: ({ row }) => row.original.access ?? '-',
+  },
+  {
+    id: 'bowFacing',
+    header: 'Bow facing',
+    enableSorting: false,
+    cell: ({ row }) => row.original.bowFacing ?? '-',
+  },
+  {
+    id: 'berthApproved',
+    header: 'Approved',
+    enableSorting: false,
+    cell: ({ row }) => (row.original.berthApproved ? 'Yes' : 'No'),
+  },
+  {
+    id: 'power',
+    header: 'Power',
+    enableSorting: false,
+    cell: ({ row }) => {
+      const kw = row.original.powerCapacity;
+      const v = row.original.voltage;
+      if (!kw && !v) return '-';
+      return joinNonNull([kw ? `${kw}kW` : null, v ? `${v}V` : null]);
+    },
+  },
+  {
+    id: 'price',
     accessorKey: 'price',
     header: 'Price',
+    cell: ({ row }) => formatMoney(row.original.price, row.original.priceCurrency) ?? '-',
+  },
+  {
+    id: 'rates',
+    header: 'Rates (USD)',
+    enableSorting: false,
     cell: ({ row }) => {
-      const { price, priceCurrency } = row.original;
-      if (!price) return '-';
-      return new Intl.NumberFormat('en-US', {
-        style: 'currency',
-        currency: priceCurrency || 'USD',
-        maximumFractionDigits: 0,
-      }).format(Number(price));
+      const { dailyRateLowUsd, dailyRateHighUsd, weeklyRateLowUsd, weeklyRateHighUsd } =
+        row.original;
+      const daily =
+        dailyRateLowUsd && dailyRateHighUsd
+          ? `${dailyRateLowUsd}–${dailyRateHighUsd}/d`
+          : dailyRateLowUsd
+            ? `${dailyRateLowUsd}/d`
+            : null;
+      const weekly =
+        weeklyRateLowUsd && weeklyRateHighUsd
+          ? `${weeklyRateLowUsd}–${weeklyRateHighUsd}/wk`
+          : weeklyRateLowUsd
+            ? `${weeklyRateLowUsd}/wk`
+            : null;
+      return joinNonNull([daily, weekly]) || '-';
     },
   },
   {
+    id: 'pricingValidUntil',
+    header: 'Pricing valid',
+    enableSorting: false,
+    cell: ({ row }) => row.original.pricingValidUntil ?? '-',
+  },
+  {
+    id: 'tenure',
     accessorKey: 'tenureType',
     header: 'Tenure',
     cell: ({ row }) => (row.original.tenureType === 'permanent' ? 'Permanent' : 'Fixed Term'),

src/components/berths/berth-list.tsx

@@ -1,35 +1,57 @@
 'use client';
 
 import { useRouter, useParams } from 'next/navigation';
+import { Anchor } from 'lucide-react';
 
 import { DataTable } from '@/components/shared/data-table';
 import { FilterBar } from '@/components/shared/filter-bar';
 import { PageHeader } from '@/components/shared/page-header';
 import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
+import { ColumnPicker } from '@/components/shared/column-picker';
 import { EmptyState } from '@/components/shared/empty-state';
 import { usePaginatedQuery } from '@/hooks/use-paginated-query';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useTablePreferences } from '@/hooks/use-table-preferences';
 import { BerthCard } from './berth-card';
-import { berthColumns, type BerthRow } from './berth-columns';
+import {
+  berthColumns,
+  BERTH_COLUMN_OPTIONS,
+  BERTH_DEFAULT_HIDDEN,
+  type BerthRow,
+} from './berth-columns';
 import { berthFilterDefinitions } from './berth-filters';
-import { Anchor } from 'lucide-react';
+import { mooringLetterTone } from './mooring-letter-tone';
 
 export function BerthList() {
   const router = useRouter();
   const params = useParams<{ portSlug: string }>();
 
-  const { data, pagination, isLoading, sort, setSort, filters, setFilter, clearFilters, setPage } =
-    usePaginatedQuery<BerthRow>({
-      queryKey: ['berths'],
-      endpoint: '/api/v1/berths',
-      filterDefinitions: berthFilterDefinitions,
-    });
+  const {
+    data,
+    pagination,
+    isLoading,
+    sort,
+    setSort,
+    filters,
+    setFilter,
+    clearFilters,
+    setPage,
+    setPageSize,
+  } = usePaginatedQuery<BerthRow>({
+    queryKey: ['berths'],
+    endpoint: '/api/v1/berths',
+    filterDefinitions: berthFilterDefinitions,
+  });
 
   useRealtimeInvalidation({
     'berth:updated': [['berths']],
     'berth:statusChanged': [['berths']],
   });
 
+  // Persisted column visibility — same pattern as ClientList / InterestList.
+  const { hidden, setHidden } = useTablePreferences('berths', BERTH_DEFAULT_HIDDEN);
+  const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
+
   return (
     <div className="space-y-6">
       <PageHeader
@@ -46,21 +68,21 @@ export function BerthList() {
           onChange={setFilter}
           onClear={clearFilters}
         />
-        <div className="ml-auto">
+        <div className="ml-auto flex items-center gap-2">
           <SavedViewsDropdown
             entityType="berths"
-            currentFilters={filters}
-            currentSort={sort}
             onApplyView={(savedFilters, _savedSort) => {
               clearFilters();
               Object.entries(savedFilters).forEach(([key, value]) => setFilter(key, value));
             }}
           />
+          <ColumnPicker columns={BERTH_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />
         </div>
       </div>
 
       <DataTable<BerthRow>
         columns={berthColumns}
+        columnVisibility={columnVisibility}
         data={data}
         isLoading={isLoading}
         pagination={{
@@ -69,11 +91,15 @@ export function BerthList() {
           total: pagination.total,
           totalPages: pagination.totalPages,
         }}
-        onPaginationChange={(page) => setPage(page)}
+        onPaginationChange={(page, pageSize) => {
+          setPage(page);
+          setPageSize(pageSize);
+        }}
         sort={sort}
         onSortChange={setSort}
         getRowId={(row) => row.id}
         onRowClick={(row) => router.push(`/${params.portSlug}/berths/${row.id}`)}
+        getRowClassName={(row) => mooringLetterTone(row.mooringNumber)}
         cardRender={(row) => <BerthCard berth={row.original} />}
         emptyState={
           <EmptyState

src/components/berths/mooring-letter-tone.ts

@@ -0,0 +1,50 @@
+/**
+ * Maps a berth's mooring-letter prefix (A, B, C…) to a subtle visual
+ * accent. Pontoons cluster physically — A row is one dock, B another
+ * — so the berth grid reads at a glance when each pontoon's rows
+ * share a colour cue. Earlier iteration tinted the entire row
+ * background; that proved visually noisy. This version keeps rows
+ * white and surfaces the colour as a coloured left border, plus a
+ * matching dot the column factory uses inside the Mooring # cell.
+ *
+ * Cycle wraps at the 8th letter; ports with more pontoons get
+ * repeats (fine in practice — they don't sit adjacent on the page).
+ */
+const BORDER_CYCLE = [
+  'border-l-4 border-l-rose-400',
+  'border-l-4 border-l-amber-400',
+  'border-l-4 border-l-emerald-400',
+  'border-l-4 border-l-sky-400',
+  'border-l-4 border-l-violet-400',
+  'border-l-4 border-l-orange-400',
+  'border-l-4 border-l-teal-400',
+  'border-l-4 border-l-fuchsia-400',
+] as const;
+
+const DOT_CYCLE = [
+  'bg-rose-400',
+  'bg-amber-400',
+  'bg-emerald-400',
+  'bg-sky-400',
+  'bg-violet-400',
+  'bg-orange-400',
+  'bg-teal-400',
+  'bg-fuchsia-400',
+] as const;
+
+function indexFor(mooringNumber: string | null | undefined): number | null {
+  if (!mooringNumber) return null;
+  const letter = mooringNumber.charAt(0).toUpperCase();
+  if (letter < 'A' || letter > 'Z') return null;
+  return (letter.charCodeAt(0) - 'A'.charCodeAt(0)) % BORDER_CYCLE.length;
+}
+
+export function mooringLetterTone(mooringNumber: string | null | undefined): string | undefined {
+  const i = indexFor(mooringNumber);
+  return i === null ? undefined : BORDER_CYCLE[i];
+}
+
+export function mooringLetterDot(mooringNumber: string | null | undefined): string | undefined {
+  const i = indexFor(mooringNumber);
+  return i === null ? undefined : DOT_CYCLE[i];
+}

src/components/clients/client-columns.tsx

@@ -2,7 +2,7 @@
 
 import Link from 'next/link';
 import { format } from 'date-fns';
-import { MoreHorizontal, Pencil, Archive } from 'lucide-react';
+import { MoreHorizontal, Pencil, Archive, Mail, MessageCircle, Phone } from 'lucide-react';
 import type { ColumnDef } from '@tanstack/react-table';
 
 import { Button } from '@/components/ui/button';
@@ -13,7 +13,11 @@ import {
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu';
 import { Badge } from '@/components/ui/badge';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
 import { getCountryName } from '@/lib/i18n/countries';
+import { stageDotClass, stageLabel } from '@/lib/constants';
+import { cn } from '@/lib/utils';
+import type { ColumnPickerOption } from '@/components/shared/column-picker';
 
 export interface ClientRow {
   id: string;
@@ -24,24 +28,58 @@ export interface ClientRow {
   createdAt: string;
   primaryEmail?: string | null;
   primaryPhone?: string | null;
+  /** E.164 (digits + leading +) — used to build wa.me / tel: links. */
+  primaryPhoneE164?: string | null;
   yachtCount?: number;
   companyCount?: number;
   interestCount?: number;
   latestInterest?: { stage: string; mooringNumber: string | null } | null;
+  /**
+   * Berths the client has interests in (active only) with the most-active
+   * interest's stage attached. Sorted server-side: open deals first, most
+   * progressed stage first, then mooring alphabetical. Each chip in the
+   * list view links to the interest, not the berth — that's the action
+   * sales reps want.
+   */
+  linkedBerths?: Array<{
+    id: string;
+    mooringNumber: string;
+    interestId: string;
+    stage: string;
+    outcome: string | null;
+  }>;
   tags?: Array<{ id: string; name: string; color: string }>;
 }
 
-const STAGE_LABELS: Record<string, string> = {
-  open: 'Open',
-  qualified: 'Qualified',
-  eoi_sent: 'EOI sent',
-  eoi_signed: 'EOI signed',
-  deposit: 'Deposit',
-  contract: 'Contract',
-  signed: 'Signed',
-  closed_won: 'Won',
-  closed_lost: 'Lost',
-};
+/**
+ * Picker manifest — drives the `<ColumnPicker>` dropdown next to the
+ * filter bar. Order here is the order shown in the menu. `alwaysVisible`
+ * marks columns the user can't hide (otherwise the table is unusable).
+ *
+ * "Latest stage" used to be a default-on column, but each Berths chip
+ * now carries its own per-interest stage (color dot + label), so the
+ * standalone column was duplicating the same information. Kept in the
+ * picker for users who want a single coarse "what's their most recent
+ * stage" indicator regardless of berth.
+ */
+export const CLIENT_COLUMN_OPTIONS: ColumnPickerOption[] = [
+  { id: 'fullName', label: 'Name', alwaysVisible: true },
+  { id: 'email', label: 'Email' },
+  { id: 'phone', label: 'Phone' },
+  { id: 'country', label: 'Country' },
+  { id: 'source', label: 'Source' },
+  { id: 'berths', label: 'Berths' },
+  { id: 'latestStage', label: 'Latest stage (legacy)' },
+  { id: 'createdAt', label: 'Created' },
+];
+
+/**
+ * Default-hidden columns for a fresh user. The hook merges this with
+ * the user's saved overrides — once they explicitly toggle a column,
+ * their choice wins. New columns surface for existing users by default
+ * (they're absent from the user's stored hidden list).
+ */
+export const CLIENT_DEFAULT_HIDDEN: string[] = ['latestStage'];
 
 const SOURCE_LABELS: Record<string, string> = {
   website: 'Website',
@@ -83,7 +121,17 @@ export function getClientColumns({
       cell: ({ row }) => {
         const value = row.original.primaryEmail;
         if (!value) return <span className="text-muted-foreground">-</span>;
-        return <span className="text-sm">{value}</span>;
+        return (
+          <a
+            href={`mailto:${value}`}
+            onClick={(e) => e.stopPropagation()}
+            className="inline-flex items-center gap-1.5 text-sm text-foreground hover:text-primary hover:underline"
+            title={`Email ${value}`}
+          >
+            <Mail className="h-3 w-3 shrink-0 text-muted-foreground" />
+            <span className="truncate">{value}</span>
+          </a>
+        );
       },
     },
     {
@@ -92,8 +140,38 @@ export function getClientColumns({
       enableSorting: false,
       cell: ({ row }) => {
         const value = row.original.primaryPhone;
+        const e164 = row.original.primaryPhoneE164;
         if (!value) return <span className="text-muted-foreground">-</span>;
-        return <span className="text-sm">{value}</span>;
+        // wa.me requires the E.164 digits without the leading +; fall
+        // back to a tel: link when the contact hasn't been normalized
+        // yet (legacy rows imported before the i18n PhoneInput shipped).
+        const waDigits = e164 ? e164.replace(/[^0-9]/g, '') : null;
+        return (
+          <span className="inline-flex items-center gap-1.5 text-sm">
+            <a
+              href={e164 ? `tel:${e164}` : `tel:${value}`}
+              onClick={(e) => e.stopPropagation()}
+              className="inline-flex items-center gap-1.5 text-foreground hover:text-primary hover:underline"
+              title={`Call ${value}`}
+            >
+              <Phone className="h-3 w-3 shrink-0 text-muted-foreground" />
+              <span>{value}</span>
+            </a>
+            {waDigits && (
+              <a
+                href={`https://wa.me/${waDigits}`}
+                target="_blank"
+                rel="noopener noreferrer"
+                onClick={(e) => e.stopPropagation()}
+                className="text-emerald-600 hover:text-emerald-700"
+                title={`WhatsApp ${value}`}
+                aria-label={`WhatsApp ${value}`}
+              >
+                <MessageCircle className="h-3.5 w-3.5" />
+              </a>
+            )}
+          </span>
+        );
       },
     },
     {
@@ -122,22 +200,88 @@ export function getClientColumns({
       },
     },
     {
+      id: 'berths',
+      header: 'Berths',
+      enableSorting: false,
+      cell: ({ row }) => {
+        const list = row.original.linkedBerths ?? [];
+        if (list.length === 0) return <span className="text-muted-foreground">-</span>;
+        // Show the 2 most-actionable interests inline (sorted server-
+        // side: open before closed, most-progressed stage first). The
+        // remainder collapses behind a "+N" popover so the row stays
+        // single-line even for clients with many historical interests.
+        const VISIBLE = 2;
+        const head = list.slice(0, VISIBLE);
+        const overflow = list.slice(VISIBLE);
+        return (
+          <div className="flex flex-wrap items-center gap-1">
+            {head.map((b) => (
+              <BerthInterestChip key={b.id} berth={b} portSlug={portSlug} />
+            ))}
+            {overflow.length > 0 && (
+              <Popover>
+                <PopoverTrigger asChild>
+                  <button
+                    type="button"
+                    onClick={(e) => e.stopPropagation()}
+                    className="rounded-full border border-border bg-background px-2 py-0.5 text-xs font-medium text-muted-foreground hover:bg-accent hover:text-foreground transition-colors"
+                  >
+                    +{overflow.length}
+                  </button>
+                </PopoverTrigger>
+                <PopoverContent
+                  align="start"
+                  className="w-64 p-1"
+                  onClick={(e) => e.stopPropagation()}
+                >
+                  <div className="px-2 py-1.5 text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
+                    All linked berths
+                  </div>
+                  <div className="space-y-0.5">
+                    {list.map((b) => (
+                      <Link
+                        key={b.id}
+                        href={`/${portSlug}/interests/${b.interestId}`}
+                        onClick={(e) => e.stopPropagation()}
+                        className="flex items-center gap-2 rounded px-2 py-1.5 text-sm hover:bg-accent"
+                      >
+                        <span
+                          aria-hidden
+                          className={cn(
+                            'h-2 w-2 shrink-0 rounded-full',
+                            b.outcome ? 'bg-muted-foreground/40' : stageDotClass(b.stage),
+                          )}
+                        />
+                        <span className="font-medium text-foreground">{b.mooringNumber}</span>
+                        <span className="text-xs text-muted-foreground">
+                          {b.outcome
+                            ? `${stageLabel(b.stage)} · ${b.outcome.replace(/_/g, ' ')}`
+                            : stageLabel(b.stage)}
+                        </span>
+                      </Link>
+                    ))}
+                  </div>
+                </PopoverContent>
+              </Popover>
+            )}
+          </div>
+        );
+      },
+    },
+    {
+      // Hidden by default — the per-berth stage is now carried by each
+      // chip in the Berths column, so this standalone column is only
+      // useful when a user has explicitly toggled it on.
       id: 'latestStage',
       header: 'Latest stage',
       enableSorting: false,
       cell: ({ row }) => {
         const latest = row.original.latestInterest;
         if (!latest) return <span className="text-muted-foreground">-</span>;
-        const stageLabel = STAGE_LABELS[latest.stage] ?? latest.stage;
         return (
-          <div className="flex items-center gap-2 text-sm">
-            <Badge variant="secondary" className="text-xs capitalize">
-              {stageLabel}
-            </Badge>
-            {latest.mooringNumber && (
-              <span className="text-muted-foreground">{latest.mooringNumber}</span>
-            )}
-          </div>
+          <Badge variant="secondary" className="text-xs">
+            {stageLabel(latest.stage)}
+          </Badge>
         );
       },
     },
@@ -183,3 +327,50 @@ export function getClientColumns({
     },
   ];
 }
+
+/**
+ * Single berth-with-stage chip used in the inline (top-2) chip row of
+ * the Berths column. Shows mooring + full stage label, with a colored
+ * dot for stage reinforcement (decorative — the label carries the
+ * meaning so color-blind / no-hover users don't lose anything).
+ *
+ * Click target is the *interest*, not the berth — the user almost
+ * always wants to act on the deal, not look at the berth's static
+ * specs. Outcome-set rows (won/lost/cancelled) get a muted dot so they
+ * read as historical context rather than active work.
+ */
+function BerthInterestChip({
+  berth,
+  portSlug,
+}: {
+  berth: NonNullable<ClientRow['linkedBerths']>[number];
+  portSlug: string;
+}) {
+  const isClosed = berth.outcome !== null;
+  const label = isClosed
+    ? `${stageLabel(berth.stage)} · ${berth.outcome!.replace(/_/g, ' ')}`
+    : stageLabel(berth.stage);
+  return (
+    <Link
+      href={`/${portSlug}/interests/${berth.interestId}`}
+      onClick={(e) => e.stopPropagation()}
+      title={`Open interest · ${berth.mooringNumber} · ${label}`}
+      className={cn(
+        'inline-flex items-center gap-1.5 rounded-full border px-2 py-0.5 text-xs transition-colors',
+        'border-border bg-background hover:bg-accent',
+        isClosed && 'opacity-60',
+      )}
+    >
+      <span
+        aria-hidden
+        className={cn(
+          'h-2 w-2 shrink-0 rounded-full',
+          isClosed ? 'bg-muted-foreground/40' : stageDotClass(berth.stage),
+        )}
+      />
+      <span className="font-medium text-foreground">{berth.mooringNumber}</span>
+      <span className="text-muted-foreground">·</span>
+      <span className="text-muted-foreground">{label}</span>
+    </Link>
+  );
+}

src/components/clients/client-detail.tsx

@@ -8,6 +8,7 @@ import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provid
 import { ClientDetailHeader } from '@/components/clients/client-detail-header';
 import { getClientTabs } from '@/components/clients/client-tabs';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useBreadcrumbHint } from '@/hooks/use-breadcrumb-hint';
 import { apiFetch } from '@/lib/api/client';
 import type { Address } from '@/components/shared/addresses-editor';
 
@@ -91,6 +92,10 @@ export function ClientDetail({ clientId, currentUserId }: ClientDetailProps) {
     return () => setChrome({ title: null, showBackButton: false });
   }, [titleForChrome, setChrome]);
 
+  // Topbar breadcrumb hint: replaces "Clients › <uuid>" with
+  // "Clients › Mary Smith". Hint clears on unmount.
+  useBreadcrumbHint(data ? { parents: [], current: data.fullName } : null);
+
   useRealtimeInvalidation({
     'client:updated': [['clients', clientId]],
     'client:archived': [['clients', clientId]],

src/components/clients/client-filters.tsx

@@ -16,11 +16,12 @@ export const clientFilterDefinitions: FilterDefinition[] = [
       { label: 'Manual', value: 'manual' },
       { label: 'Referral', value: 'referral' },
       { label: 'Broker', value: 'broker' },
+      { label: 'Other', value: 'other' },
     ],
   },
   {
     key: 'nationality',
-    label: 'Nationality',
+    label: 'Country',
     type: 'text',
     placeholder: 'Filter by nationality...',
   },

src/components/clients/client-form.tsx

@@ -334,7 +334,7 @@ export function ClientForm({ open, onOpenChange, client, onUseExistingClient }:
                 <Select
                   value={watch('source') ?? ''}
                   onValueChange={(v) =>
-                    setValue('source', v as 'website' | 'manual' | 'referral' | 'broker')
+                    setValue('source', v as 'website' | 'manual' | 'referral' | 'broker' | 'other')
                   }
                 >
                   <SelectTrigger>
@@ -345,6 +345,7 @@ export function ClientForm({ open, onOpenChange, client, onUseExistingClient }:
                     <SelectItem value="manual">Manual</SelectItem>
                     <SelectItem value="referral">Referral</SelectItem>
                     <SelectItem value="broker">Broker</SelectItem>
+                    <SelectItem value="other">Other</SelectItem>
                   </SelectContent>
                 </Select>
               </div>

src/components/clients/client-list.tsx

@@ -10,6 +10,7 @@ import { Button } from '@/components/ui/button';
 import { DataTable } from '@/components/shared/data-table';
 import { FilterBar } from '@/components/shared/filter-bar';
 import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
+import { SaveViewDialog } from '@/components/shared/save-view-dialog';
 import { PageHeader } from '@/components/shared/page-header';
 import { EmptyState } from '@/components/shared/empty-state';
 import { TableSkeleton } from '@/components/shared/loading-skeleton';
@@ -30,9 +31,16 @@ import {
 import { ClientForm } from '@/components/clients/client-form';
 import { clientFilterDefinitions } from '@/components/clients/client-filters';
 import { ClientCard } from '@/components/clients/client-card';
-import { getClientColumns, type ClientRow } from '@/components/clients/client-columns';
+import {
+  CLIENT_COLUMN_OPTIONS,
+  CLIENT_DEFAULT_HIDDEN,
+  getClientColumns,
+  type ClientRow,
+} from '@/components/clients/client-columns';
+import { ColumnPicker } from '@/components/shared/column-picker';
 import { usePaginatedQuery } from '@/hooks/use-paginated-query';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useTablePreferences } from '@/hooks/use-table-preferences';
 import { apiFetch } from '@/lib/api/client';
 
 export function ClientList() {
@@ -49,6 +57,7 @@ export function ClientList() {
   const [tagChoice, setTagChoice] = useState<string[]>([]);
   const [bulkDeleteIds, setBulkDeleteIds] = useState<string[]>([]);
   const [bulkArchiveIds, setBulkArchiveIds] = useState<string[]>([]);
+  const [saveViewOpen, setSaveViewOpen] = useState(false);
 
   const { can } = usePermissions();
   const canHardDelete = can('admin', 'permanently_delete_clients');
@@ -119,6 +128,13 @@ export function ClientList() {
     onArchive: (client) => setArchiveClient(client),
   });
 
+  // Per-user column visibility, persisted into user_profiles.preferences
+  // via /api/v1/me. Hidden IDs are the source of truth — `actions` and
+  // `select` columns aren't user-toggleable so they're never in the
+  // hidden set. New columns surface for existing users by default.
+  const { hidden, setHidden } = useTablePreferences('clients', CLIENT_DEFAULT_HIDDEN);
+  const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
+
   return (
     <div className="space-y-4">
       <PageHeader
@@ -144,20 +160,33 @@ export function ClientList() {
         />
         <SavedViewsDropdown
           entityType="clients"
-          currentFilters={filters}
-          currentSort={sort}
           onApplyView={(savedFilters, _savedSort) => {
             clearFilters();
             Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
           }}
         />
+        <ColumnPicker
+          columns={CLIENT_COLUMN_OPTIONS}
+          hidden={hidden}
+          onChange={setHidden}
+          onSaveView={() => setSaveViewOpen(true)}
+        />
       </div>
 
+      <SaveViewDialog
+        open={saveViewOpen}
+        onOpenChange={setSaveViewOpen}
+        entityType="clients"
+        currentFilters={filters}
+        currentSort={sort}
+      />
+
       {isLoading ? (
         <TableSkeleton />
       ) : (
         <DataTable
           columns={columns}
+          columnVisibility={columnVisibility}
           data={data}
           pagination={pagination}
           onPaginationChange={(p, ps) => {

src/components/clients/client-tabs.tsx

@@ -6,6 +6,7 @@ import type { DetailTab } from '@/components/shared/detail-layout';
 import { InlineEditableField } from '@/components/shared/inline-editable-field';
 import { InlineCountryField } from '@/components/shared/inline-country-field';
 import { InlineTimezoneField } from '@/components/shared/inline-timezone-field';
+import { primaryTimezoneFor } from '@/lib/i18n/timezones';
 import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
 import { NotesList } from '@/components/shared/notes-list';
 import type { CountryCode } from '@/lib/i18n/countries';
@@ -35,6 +36,7 @@ const SOURCE_OPTIONS = [
   { value: 'manual', label: 'Manual' },
   { value: 'referral', label: 'Referral' },
   { value: 'broker', label: 'Broker' },
+  { value: 'other', label: 'Other' },
 ];
 
 const CONTACT_METHOD_OPTIONS = [
@@ -150,18 +152,36 @@ function OverviewTab({
             <EditableRow label="Full Name">
               <InlineEditableField value={client.fullName} onSave={save('fullName')} />
             </EditableRow>
-            <EditableRow label="Nationality">
+            <EditableRow label="Country">
               <InlineCountryField
                 value={client.nationalityIso ?? null}
                 onSave={async (iso) => {
-                  await mutation.mutateAsync({ nationalityIso: iso });
+                  // Auto-default the timezone to the country's primary
+                  // zone when none is set yet — saves the rep a click
+                  // and matches what a marina actually wants for first
+                  // contact (London for GB, NYC for US, etc.). Only
+                  // fires when timezone is empty so we never clobber a
+                  // value the rep deliberately picked.
+                  const patch: { nationalityIso: string | null; timezone?: string | null } = {
+                    nationalityIso: iso,
+                  };
+                  if (iso && !client.timezone) {
+                    const defaultTz = primaryTimezoneFor(iso as CountryCode);
+                    if (defaultTz) patch.timezone = defaultTz;
+                  }
+                  await mutation.mutateAsync(patch);
                 }}
-                data-testid="client-nationality-inline"
+                data-testid="client-country-inline"
               />
             </EditableRow>
             <EditableRow label="Timezone">
               <InlineTimezoneField
-                value={client.timezone}
+                value={
+                  client.timezone ??
+                  (client.nationalityIso
+                    ? primaryTimezoneFor(client.nationalityIso as CountryCode)
+                    : null)
+                }
                 countryHint={(client.nationalityIso as CountryCode | null) ?? null}
                 onSave={async (tz) => {
                   await mutation.mutateAsync({ timezone: tz });
@@ -267,7 +287,14 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
       id: 'notes',
       label: 'Notes',
       badge: client.noteCount,
-      content: <NotesList entityType="clients" entityId={clientId} currentUserId={currentUserId} />,
+      content: (
+        <NotesList
+          entityType="clients"
+          entityId={clientId}
+          currentUserId={currentUserId}
+          aggregate
+        />
+      ),
     },
     {
       id: 'files',

src/components/clients/gdpr-export-button.tsx

@@ -110,7 +110,7 @@ export function GdprExportButton({ clientId }: { clientId: string }) {
   return (
     <Dialog open={open} onOpenChange={setOpen}>
       <DialogTrigger asChild>
-        <Button variant="outline" size="sm">
+        <Button variant="outline" size="sm" className="h-8">
           <FileDown className="mr-1.5 h-3.5 w-3.5" />
           GDPR export
         </Button>

src/components/clients/portal-invite-button.tsx

@@ -69,6 +69,7 @@ export function PortalInviteButton({
       <Button
         variant="outline"
         size="sm"
+        className="h-8"
         onClick={() => {
           reset();
           setOpen(true);

src/components/companies/company-detail.tsx

@@ -9,6 +9,7 @@ import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provid
 import { CompanyDetailHeader } from '@/components/companies/company-detail-header';
 import { getCompanyTabs } from '@/components/companies/company-tabs';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useBreadcrumbHint } from '@/hooks/use-breadcrumb-hint';
 import { apiFetch } from '@/lib/api/client';
 import type { Address } from '@/components/shared/addresses-editor';
 
@@ -54,6 +55,8 @@ export function CompanyDetail({ companyId, currentUserId }: CompanyDetailProps)
     return () => setChrome({ title: null, showBackButton: false });
   }, [titleForChrome, setChrome]);
 
+  useBreadcrumbHint(data ? { parents: [], current: data.name } : null);
+
   useRealtimeInvalidation({
     'company:updated': [['companies', companyId]],
     'company:archived': [['companies', companyId]],

src/components/companies/company-list.tsx

@@ -127,8 +127,6 @@ export function CompanyList() {
         />
         <SavedViewsDropdown
           entityType="companies"
-          currentFilters={filters}
-          currentSort={sort}
           onApplyView={(savedFilters, _savedSort) => {
             clearFilters();
             Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));

src/components/companies/company-tabs.tsx

@@ -206,7 +206,7 @@ export function getCompanyTabs({
     },
     {
       id: 'members',
-      label: 'Members',
+      label: 'Contacts',
       content: <CompanyMembersTab companyId={companyId} portSlug={portSlug} />,
     },
     {

src/components/interests/inline-stage-picker.tsx

@@ -2,9 +2,10 @@
 
 import { useState } from 'react';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
-import { Check, ChevronDown, Loader2 } from 'lucide-react';
+import { AlertTriangle, Check, ChevronDown, ChevronLeft, Loader2 } from 'lucide-react';
 import { toast } from 'sonner';
 
+import { Button } from '@/components/ui/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
 import { Textarea } from '@/components/ui/textarea';
 import { apiFetch } from '@/lib/api/client';
@@ -47,37 +48,40 @@ export function InlineStagePicker({
 }: InlineStagePickerProps) {
   const queryClient = useQueryClient();
   const [open, setOpen] = useState(false);
-  const [reason, setReason] = useState('');
   const [pendingStage, setPendingStage] = useState<string | null>(null);
+  // When a user picks a stage that isn't a legal next step (and has the
+  // override permission), the popover transitions into a confirm view
+  // that asks for a reason before committing. Reasons are not exposed
+  // for legal transitions — they're stored as audit-log notes on the
+  // interest's history, accessible via the activity timeline.
+  const [overrideTarget, setOverrideTarget] = useState<PipelineStage | null>(null);
+  const [overrideReason, setOverrideReason] = useState('');
   const { can } = usePermissions();
   const canOverride = can('interests', 'override_stage');
 
   const stage = safeStage(currentStage);
 
   const mutation = useMutation({
-    mutationFn: async (next: PipelineStage) => {
-      // Auto-set override:true when the picked stage isn't a legal
-      // transition AND the user has override_stage. Without this, the
-      // permission was unreachable from the inline picker (audit R2-M7)
-      // and users had to fall back to the modal InterestStagePicker.
+    mutationFn: async ({ next, reason }: { next: PipelineStage; reason: string | null }) => {
       const needsOverride = !canTransitionStage(stage, next);
       const useOverride = needsOverride && canOverride;
       return apiFetch(`/api/v1/interests/${interestId}/stage`, {
         method: 'PATCH',
         body: {
           pipelineStage: next,
-          reason: reason.trim() || (useOverride ? 'Manual override (inline)' : undefined),
+          reason: reason ?? (useOverride ? 'Manual override (inline)' : undefined),
           override: useOverride || undefined,
         },
       });
     },
-    onSuccess: (_data, next) => {
+    onSuccess: (_data, vars) => {
       queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
       queryClient.invalidateQueries({ queryKey: ['interests'] });
       setOpen(false);
-      setReason('');
+      setOverrideTarget(null);
+      setOverrideReason('');
       setPendingStage(null);
-      toast.success(`Stage moved to ${STAGE_LABELS[next]}`);
+      toast.success(`Stage moved to ${STAGE_LABELS[vars.next]}`);
     },
     onError: (err) => {
       setPendingStage(null);
@@ -90,15 +94,40 @@ export function InlineStagePicker({
       setOpen(false);
       return;
     }
+    const isOverride = !canTransitionStage(stage, next);
+    if (isOverride && canOverride) {
+      // Switch into the confirm view rather than firing the mutation
+      // immediately — overrides bypass the transition guard so a reason
+      // is genuinely useful for the audit trail.
+      setOverrideTarget(next);
+      setOverrideReason('');
+      return;
+    }
     setPendingStage(next);
-    mutation.mutate(next);
+    mutation.mutate({ next, reason: null });
+  }
+
+  function commitOverride() {
+    if (!overrideTarget) return;
+    setPendingStage(overrideTarget);
+    mutation.mutate({
+      next: overrideTarget,
+      reason: overrideReason.trim() || 'Manual override (inline)',
+    });
+  }
+
+  function cancelOverride() {
+    setOverrideTarget(null);
+    setOverrideReason('');
   }
 
   return (
     <Popover
       open={open}
       onOpenChange={(o) => {
-        if (!mutation.isPending) setOpen(o);
+        if (mutation.isPending) return;
+        setOpen(o);
+        if (!o) cancelOverride();
       }}
     >
       <PopoverTrigger asChild>
@@ -125,54 +154,122 @@ export function InlineStagePicker({
       </PopoverTrigger>
       <PopoverContent
         align="start"
-        className="w-64 p-0"
+        className="w-72 p-0"
         onClick={(e) => stopPropagation && e.stopPropagation()}
       >
-        <div className="border-b px-2 py-1">
-          <Textarea
-            value={reason}
-            onChange={(e) => setReason(e.target.value)}
-            placeholder="Reason (optional)…"
-            rows={1}
-            className="min-h-0 resize-none border-none bg-transparent px-0 py-0.5 text-xs leading-tight shadow-none focus-visible:ring-0"
-            disabled={mutation.isPending}
-          />
-        </div>
-        <ul role="listbox" aria-label="Pipeline stages" className="py-1">
-          {PIPELINE_STAGES.map((s) => {
-            const isCurrent = s === stage;
-            const isPending = pendingStage === s && mutation.isPending;
-            return (
-              <li key={s}>
-                <button
-                  type="button"
-                  role="option"
-                  aria-selected={isCurrent}
-                  disabled={mutation.isPending}
-                  onClick={() => pick(s)}
-                  className={cn(
-                    'flex w-full items-center gap-2 px-3 py-1.5 text-left text-sm',
-                    'transition-colors hover:bg-muted/60 disabled:opacity-60',
-                    isCurrent && 'font-medium',
-                  )}
-                >
-                  {/* Colored chip (mirrors the inline stage badge) - turns
-                       the picker into a visual scan rather than just a list. */}
-                  <span
-                    className={cn('inline-flex h-5 w-3 shrink-0 rounded-sm', STAGE_DOT[s])}
-                    aria-hidden
-                  />
-                  <span className="flex-1">{STAGE_LABELS[s]}</span>
-                  {isPending ? (
-                    <Loader2 className="size-3.5 animate-spin text-muted-foreground" />
-                  ) : isCurrent ? (
-                    <Check className="size-3.5 text-muted-foreground" />
-                  ) : null}
-                </button>
-              </li>
-            );
-          })}
-        </ul>
+        {overrideTarget ? (
+          // Confirm-override view: only reached when the user picked a
+          // stage that isn't a legal next step. Reason is optional but
+          // strongly nudged for the audit log.
+          <div className="p-3 space-y-3">
+            <div className="flex items-start gap-2">
+              <AlertTriangle className="size-4 shrink-0 text-amber-600 mt-0.5" />
+              <div className="text-sm">
+                <p className="font-medium text-foreground">Override transition</p>
+                <p className="text-xs text-muted-foreground">
+                  {STAGE_LABELS[stage]} → {STAGE_LABELS[overrideTarget]} isn&apos;t a standard next
+                  step. The change will be flagged in the audit log.
+                </p>
+              </div>
+            </div>
+            <div>
+              <label
+                htmlFor="stage-override-reason"
+                className="text-xs font-medium text-muted-foreground"
+              >
+                Reason (optional but recommended)
+              </label>
+              <Textarea
+                id="stage-override-reason"
+                value={overrideReason}
+                onChange={(e) => setOverrideReason(e.target.value)}
+                placeholder="e.g. Skipping EOI, client signed contract directly"
+                rows={2}
+                className="mt-1 text-sm"
+                disabled={mutation.isPending}
+                autoFocus
+              />
+            </div>
+            <div className="flex items-center justify-between gap-2">
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                onClick={cancelOverride}
+                disabled={mutation.isPending}
+                className="gap-1"
+              >
+                <ChevronLeft className="size-3.5" />
+                Back
+              </Button>
+              <Button
+                type="button"
+                size="sm"
+                onClick={commitOverride}
+                disabled={mutation.isPending}
+              >
+                {mutation.isPending && <Loader2 className="size-3.5 animate-spin mr-1" />}
+                Confirm override
+              </Button>
+            </div>
+          </div>
+        ) : (
+          // Default view: just the stage list. No upfront textarea —
+          // earlier UX put a "Reason (optional)…" field at the top
+          // which read as visually noisy for the >90% of changes that
+          // are normal transitions and never get a reason attached.
+          <ul role="listbox" aria-label="Pipeline stages" className="py-1">
+            {PIPELINE_STAGES.map((s) => {
+              const isCurrent = s === stage;
+              const isPending = pendingStage === s && mutation.isPending;
+              const isOverride = s !== stage && !canTransitionStage(stage, s);
+              const blockedByPermission = isOverride && !canOverride;
+              return (
+                <li key={s}>
+                  <button
+                    type="button"
+                    role="option"
+                    aria-selected={isCurrent}
+                    disabled={mutation.isPending || blockedByPermission}
+                    onClick={() => pick(s)}
+                    title={
+                      blockedByPermission
+                        ? `Override required (you don't have permission)`
+                        : isOverride
+                          ? 'Non-standard transition — confirm step required'
+                          : undefined
+                    }
+                    className={cn(
+                      'flex w-full items-center gap-2 px-3 py-1.5 text-left text-sm',
+                      'transition-colors hover:bg-muted/60 disabled:opacity-50 disabled:cursor-not-allowed',
+                      isCurrent && 'font-medium',
+                    )}
+                  >
+                    {/* Colored chip (mirrors the inline stage badge) — turns
+                         the picker into a visual scan rather than just a list. */}
+                    <span
+                      className={cn('inline-flex h-5 w-3 shrink-0 rounded-sm', STAGE_DOT[s])}
+                      aria-hidden
+                    />
+                    <span className="flex-1">{STAGE_LABELS[s]}</span>
+                    {isPending ? (
+                      <Loader2 className="size-3.5 animate-spin text-muted-foreground" />
+                    ) : isCurrent ? (
+                      <Check className="size-3.5 text-muted-foreground" />
+                    ) : isOverride && canOverride ? (
+                      <span
+                        className="text-[10px] uppercase tracking-wide text-amber-600"
+                        title="Override required"
+                      >
+                        ⚑
+                      </span>
+                    ) : null}
+                  </button>
+                </li>
+              );
+            })}
+          </ul>
+        )}
       </PopoverContent>
     </Popover>
   );

src/components/interests/interest-columns.tsx

@@ -72,6 +72,29 @@ const SOURCE_LABELS: Record<string, string> = {
   broker: 'Broker',
 };
 
+/**
+ * Toggleable columns for the InterestList ColumnPicker. `actions` and
+ * `clientName` are intentionally omitted from this list — actions is a
+ * row-control column that should never be hidden, and clientName is the
+ * primary entity identifier (a row with no name has no useful purpose).
+ */
+export const INTEREST_COLUMN_OPTIONS: Array<{ id: string; label: string }> = [
+  { id: 'yachtName', label: 'Yacht' },
+  { id: 'berthMooringNumber', label: 'Berth' },
+  { id: 'desiredSize', label: 'Desired size' },
+  { id: 'pipelineStage', label: 'Stage' },
+  { id: 'eoiStatus', label: 'EOI status' },
+  { id: 'source', label: 'Source' },
+  { id: 'dateLastContact', label: 'Last contact' },
+];
+
+/**
+ * Columns hidden by default for users who haven't customised their view.
+ * Keep the busy `desiredSize` and `eoiStatus` collapsed by default —
+ * power-users can turn them back on via the column picker.
+ */
+export const INTEREST_DEFAULT_HIDDEN: string[] = ['desiredSize', 'eoiStatus'];
+
 const EOI_STATUS_LABELS: Record<string, { label: string; tone: string }> = {
   waiting_for_signatures: { label: 'Waiting', tone: 'bg-amber-100 text-amber-900' },
   signed: { label: 'Signed', tone: 'bg-emerald-100 text-emerald-900' },
@@ -176,7 +199,10 @@ export function getInterestColumns({
         const stage = row.original.pipelineStage;
         const badges = computeUrgencyBadges(row.original satisfies InterestUrgencyInput);
         return (
-          <div className="flex flex-col gap-1 items-start">
+          <Link
+            href={`/${portSlug}/interests/${row.original.id}`}
+            className="flex flex-col gap-1 items-start hover:opacity-80 transition-opacity"
+          >
             <span
               className={`inline-flex items-center rounded-full px-2 py-0.5 text-xs font-medium ${stageBadgeClass(stage)}`}
             >
@@ -196,7 +222,7 @@ export function getInterestColumns({
                 ))}
               </div>
             ) : null}
-          </div>
+          </Link>
         );
       },
     },

src/components/interests/interest-contact-log-tab.tsx

@@ -0,0 +1,435 @@
+'use client';
+
+import { useMemo, useState } from 'react';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import {
+  Bell,
+  CalendarDays,
+  Mail,
+  MessageCircle,
+  MoreVertical,
+  Phone,
+  Pencil,
+  Plus,
+  Trash2,
+  Users,
+  Video,
+} from 'lucide-react';
+import { format, formatDistanceToNowStrict } from 'date-fns';
+import { toast } from 'sonner';
+
+import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { Skeleton } from '@/components/ui/skeleton';
+import { Textarea } from '@/components/ui/textarea';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { cn } from '@/lib/utils';
+
+interface InterestContactLogTabProps {
+  interestId: string;
+}
+
+type Channel = 'email' | 'phone' | 'whatsapp' | 'in_person' | 'video' | 'other';
+type Direction = 'outbound' | 'inbound';
+
+interface ContactLogEntry {
+  id: string;
+  occurredAt: string;
+  channel: Channel;
+  direction: Direction;
+  summary: string;
+  followUpAt: string | null;
+  reminderId: string | null;
+  createdBy: string;
+  createdAt: string;
+  updatedAt: string;
+}
+
+const CHANNEL_META: Record<Channel, { label: string; icon: typeof Phone; tone: string }> = {
+  email: { label: 'Email', icon: Mail, tone: 'bg-sky-100 text-sky-700' },
+  phone: { label: 'Phone', icon: Phone, tone: 'bg-emerald-100 text-emerald-700' },
+  whatsapp: { label: 'WhatsApp', icon: MessageCircle, tone: 'bg-emerald-100 text-emerald-700' },
+  in_person: { label: 'In person', icon: Users, tone: 'bg-amber-100 text-amber-800' },
+  video: { label: 'Video', icon: Video, tone: 'bg-violet-100 text-violet-700' },
+  other: { label: 'Other', icon: CalendarDays, tone: 'bg-slate-100 text-slate-700' },
+};
+
+/**
+ * Per-interaction contact log. Sales reps log every email / call /
+ * WhatsApp / meeting touch with the client here so the team has a
+ * structured history of "what was the last conversation about" — not
+ * just the bare "last contact 8d ago" timestamp on the interest.
+ *
+ * Each entry can optionally schedule a follow-up that auto-creates a
+ * reminder pointing back at the interest. Editing the entry's
+ * follow-up date keeps the linked reminder in sync; deleting the
+ * entry removes the reminder.
+ */
+export function InterestContactLogTab({ interestId }: InterestContactLogTabProps) {
+  const [composeOpen, setComposeOpen] = useState(false);
+  const [editTarget, setEditTarget] = useState<ContactLogEntry | null>(null);
+
+  const { data: res, isLoading } = useQuery<{ data: ContactLogEntry[] }>({
+    queryKey: ['interests', interestId, 'contact-log'],
+    queryFn: () =>
+      apiFetch<{ data: ContactLogEntry[] }>(`/api/v1/interests/${interestId}/contact-log`),
+  });
+
+  const entries = res?.data ?? [];
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <div>
+          <h3 className="text-sm font-semibold text-foreground">Contact log</h3>
+          <p className="text-xs text-muted-foreground">
+            Record each conversation. The most recent log entry sets the &ldquo;Last contact&rdquo;
+            chip on the interest header.
+          </p>
+        </div>
+        <Button size="sm" onClick={() => setComposeOpen(true)} className="gap-1.5">
+          <Plus className="size-4" />
+          Log contact
+        </Button>
+      </div>
+
+      {isLoading ? (
+        <div className="space-y-2">
+          <Skeleton className="h-20 rounded-lg" />
+          <Skeleton className="h-20 rounded-lg" />
+        </div>
+      ) : entries.length === 0 ? (
+        <EmptyState onAdd={() => setComposeOpen(true)} />
+      ) : (
+        <ol className="space-y-2">
+          {entries.map((e) => (
+            <ContactLogRow key={e.id} entry={e} interestId={interestId} onEdit={setEditTarget} />
+          ))}
+        </ol>
+      )}
+
+      <ComposeDialog interestId={interestId} open={composeOpen} onOpenChange={setComposeOpen} />
+      {editTarget && (
+        <ComposeDialog
+          interestId={interestId}
+          existing={editTarget}
+          open={!!editTarget}
+          onOpenChange={(o) => !o && setEditTarget(null)}
+        />
+      )}
+    </div>
+  );
+}
+
+// ─── Row ─────────────────────────────────────────────────────────────────────
+
+function ContactLogRow({
+  entry,
+  interestId,
+  onEdit,
+}: {
+  entry: ContactLogEntry;
+  interestId: string;
+  onEdit: (e: ContactLogEntry) => void;
+}) {
+  const queryClient = useQueryClient();
+  const channelMeta = CHANNEL_META[entry.channel];
+  const Icon = channelMeta.icon;
+
+  const deleteMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/contact-log/${entry.id}`, { method: 'DELETE' }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId, 'contact-log'] });
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
+      toast.success('Contact log entry deleted.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  return (
+    <li className="rounded-lg border bg-background p-3">
+      <div className="flex items-start gap-3">
+        <span
+          aria-hidden
+          className={cn(
+            'mt-0.5 flex size-8 shrink-0 items-center justify-center rounded-full',
+            channelMeta.tone,
+          )}
+        >
+          <Icon className="size-3.5" />
+        </span>
+        <div className="min-w-0 flex-1 space-y-1.5">
+          <div className="flex items-center gap-2 flex-wrap">
+            <span className="text-sm font-medium text-foreground">{channelMeta.label}</span>
+            <Badge variant="outline" className="text-[10px] capitalize">
+              {entry.direction}
+            </Badge>
+            <span className="text-xs text-muted-foreground">
+              {format(new Date(entry.occurredAt), 'MMM d, yyyy · HH:mm')}
+            </span>
+            <span className="text-xs text-muted-foreground">
+              ({formatDistanceToNowStrict(new Date(entry.occurredAt))} ago)
+            </span>
+          </div>
+          <p className="text-sm text-foreground whitespace-pre-wrap">{entry.summary}</p>
+          {entry.followUpAt && (
+            <p className="inline-flex items-center gap-1.5 rounded-md border border-amber-200 bg-amber-50 px-2 py-0.5 text-xs text-amber-900">
+              <Bell className="size-3" />
+              Follow up {format(new Date(entry.followUpAt), 'MMM d, yyyy')} (reminder created)
+            </p>
+          )}
+        </div>
+        <DropdownMenu>
+          <DropdownMenuTrigger asChild>
+            <Button variant="ghost" size="icon" className="h-7 w-7" aria-label="Row actions">
+              <MoreVertical className="h-4 w-4" />
+            </Button>
+          </DropdownMenuTrigger>
+          <DropdownMenuContent align="end">
+            <DropdownMenuItem onClick={() => onEdit(entry)}>
+              <Pencil className="mr-2 size-3.5" />
+              Edit
+            </DropdownMenuItem>
+            <DropdownMenuItem
+              className="text-destructive"
+              disabled={deleteMutation.isPending}
+              onClick={() => {
+                if (window.confirm('Delete this contact log entry?')) {
+                  deleteMutation.mutate();
+                }
+              }}
+            >
+              <Trash2 className="mr-2 size-3.5" />
+              Delete
+            </DropdownMenuItem>
+          </DropdownMenuContent>
+        </DropdownMenu>
+      </div>
+    </li>
+  );
+}
+
+// ─── Empty state ─────────────────────────────────────────────────────────────
+
+function EmptyState({ onAdd }: { onAdd: () => void }) {
+  return (
+    <div className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
+      <div className="mx-auto flex size-12 items-center justify-center rounded-full bg-background text-muted-foreground">
+        <Phone className="size-5" />
+      </div>
+      <h3 className="mt-3 text-sm font-medium text-foreground">No contact logged yet</h3>
+      <p className="mt-1 text-xs text-muted-foreground">
+        Record every call, email, and meeting so the team has full context the next time someone
+        picks up the deal.
+      </p>
+      <Button size="sm" onClick={onAdd} className="mt-4 gap-1.5">
+        <Plus className="size-3.5" />
+        Log first contact
+      </Button>
+    </div>
+  );
+}
+
+// ─── Compose / edit dialog ───────────────────────────────────────────────────
+
+function ComposeDialog({
+  interestId,
+  existing,
+  open,
+  onOpenChange,
+}: {
+  interestId: string;
+  existing?: ContactLogEntry;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+}) {
+  const queryClient = useQueryClient();
+  const isEdit = !!existing;
+
+  const defaultOccurredAt = useMemo(() => {
+    if (existing) return localIsoString(existing.occurredAt);
+    return localIsoString(new Date().toISOString());
+  }, [existing]);
+
+  const [occurredAt, setOccurredAt] = useState<string>(defaultOccurredAt);
+  const [channel, setChannel] = useState<Channel>(existing?.channel ?? 'phone');
+  const [direction, setDirection] = useState<Direction>(existing?.direction ?? 'outbound');
+  const [summary, setSummary] = useState<string>(existing?.summary ?? '');
+  const [followUpAt, setFollowUpAt] = useState<string>(
+    existing?.followUpAt ? localIsoString(existing.followUpAt) : '',
+  );
+
+  // Re-sync local state when the existing entry changes (e.g. opening
+  // the edit dialog for a different row).
+  useMemo(() => {
+    if (open) {
+      setOccurredAt(
+        existing ? localIsoString(existing.occurredAt) : localIsoString(new Date().toISOString()),
+      );
+      setChannel(existing?.channel ?? 'phone');
+      setDirection(existing?.direction ?? 'outbound');
+      setSummary(existing?.summary ?? '');
+      setFollowUpAt(existing?.followUpAt ? localIsoString(existing.followUpAt) : '');
+    }
+  }, [open, existing]);
+
+  const mutation = useMutation({
+    mutationFn: async () => {
+      const body = {
+        occurredAt: new Date(occurredAt).toISOString(),
+        channel,
+        direction,
+        summary,
+        followUpAt: followUpAt ? new Date(followUpAt).toISOString() : null,
+      };
+      if (isEdit) {
+        return apiFetch(`/api/v1/contact-log/${existing!.id}`, {
+          method: 'PATCH',
+          body,
+        });
+      }
+      return apiFetch(`/api/v1/interests/${interestId}/contact-log`, {
+        method: 'POST',
+        body,
+      });
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId, 'contact-log'] });
+      // Bump the parent interest cache so the "Last contact" header chip
+      // updates without a refresh.
+      queryClient.invalidateQueries({ queryKey: ['interests', interestId] });
+      toast.success(isEdit ? 'Contact log entry updated.' : 'Contact logged.');
+      onOpenChange(false);
+    },
+    onError: (err) => toastError(err),
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="sm:max-w-md">
+        <DialogHeader>
+          <DialogTitle>{isEdit ? 'Edit contact log entry' : 'Log a contact'}</DialogTitle>
+          <DialogDescription>
+            Record the channel, the direction, and what was discussed. Optionally schedule a
+            follow-up — a reminder will be created automatically.
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="space-y-3 py-1">
+          <div className="grid grid-cols-2 gap-2">
+            <div className="space-y-1">
+              <Label htmlFor="cl-channel">Channel</Label>
+              <Select value={channel} onValueChange={(v) => setChannel(v as Channel)}>
+                <SelectTrigger id="cl-channel">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  {(Object.keys(CHANNEL_META) as Channel[]).map((c) => (
+                    <SelectItem key={c} value={c}>
+                      {CHANNEL_META[c].label}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            </div>
+            <div className="space-y-1">
+              <Label htmlFor="cl-direction">Direction</Label>
+              <Select value={direction} onValueChange={(v) => setDirection(v as Direction)}>
+                <SelectTrigger id="cl-direction">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="outbound">Outbound (you reached out)</SelectItem>
+                  <SelectItem value="inbound">Inbound (they reached out)</SelectItem>
+                </SelectContent>
+              </Select>
+            </div>
+          </div>
+
+          <div className="space-y-1">
+            <Label htmlFor="cl-occurred">When did the conversation happen?</Label>
+            <Input
+              id="cl-occurred"
+              type="datetime-local"
+              value={occurredAt}
+              onChange={(e) => setOccurredAt(e.target.value)}
+            />
+          </div>
+
+          <div className="space-y-1">
+            <Label htmlFor="cl-summary">Summary</Label>
+            <Textarea
+              id="cl-summary"
+              placeholder="e.g. Confirmed yacht size, asked about tax structure, said they'll respond after their accountant reviews."
+              rows={4}
+              value={summary}
+              onChange={(e) => setSummary(e.target.value)}
+            />
+          </div>
+
+          <div className="space-y-1">
+            <Label htmlFor="cl-followup">Follow up by (optional — creates a reminder)</Label>
+            <Input
+              id="cl-followup"
+              type="datetime-local"
+              value={followUpAt}
+              onChange={(e) => setFollowUpAt(e.target.value)}
+            />
+          </div>
+        </div>
+
+        <DialogFooter>
+          <Button
+            variant="outline"
+            onClick={() => onOpenChange(false)}
+            disabled={mutation.isPending}
+          >
+            Cancel
+          </Button>
+          <Button
+            onClick={() => mutation.mutate()}
+            disabled={mutation.isPending || summary.trim().length === 0}
+          >
+            {mutation.isPending ? 'Saving…' : isEdit ? 'Save changes' : 'Log contact'}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+/**
+ * Convert an ISO string into the `YYYY-MM-DDTHH:mm` format that
+ * `<input type="datetime-local">` expects, in the user's local
+ * timezone. (Browsers don't accept the trailing `Z` in this input
+ * type and reject anything with a timezone offset.)
+ */
+function localIsoString(iso: string): string {
+  const d = new Date(iso);
+  const pad = (n: number) => String(n).padStart(2, '0');
+  return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}T${pad(d.getHours())}:${pad(d.getMinutes())}`;
+}

src/components/interests/interest-contract-tab.tsx

@@ -0,0 +1,416 @@
+'use client';
+
+import { useMemo, useState } from 'react';
+import Link from 'next/link';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import {
+  AlertTriangle,
+  CheckCircle2,
+  ExternalLink,
+  FileSignature,
+  Loader2,
+  RefreshCw,
+  Upload,
+  XCircle,
+} from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
+import { Skeleton } from '@/components/ui/skeleton';
+import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
+import { SigningProgress } from '@/components/documents/signing-progress';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { cn } from '@/lib/utils';
+import { useUIStore } from '@/stores/ui-store';
+
+interface InterestContractTabProps {
+  interestId: string;
+  clientId: string | null;
+}
+
+interface DocumentRow {
+  id: string;
+  documentType: string;
+  title: string;
+  status: 'draft' | 'sent' | 'partially_signed' | 'completed' | 'expired' | 'cancelled';
+  createdAt: string;
+  signers?: Array<{ status: string }>;
+}
+
+interface DocumentSigner {
+  id: string;
+  signerName: string;
+  signerEmail: string;
+  signerRole: string;
+  signingOrder: number;
+  status: string;
+  signedAt?: string | null;
+}
+
+const STATUS_LABELS: Record<DocumentRow['status'], string> = {
+  draft: 'Draft',
+  sent: 'Awaiting signatures',
+  partially_signed: 'Partially signed',
+  completed: 'Signed',
+  expired: 'Expired',
+  cancelled: 'Cancelled',
+};
+
+const STATUS_TONES: Record<DocumentRow['status'], string> = {
+  draft: 'bg-slate-100 text-slate-700',
+  sent: 'bg-blue-100 text-blue-700',
+  partially_signed: 'bg-amber-100 text-amber-800',
+  completed: 'bg-emerald-100 text-emerald-700',
+  expired: 'bg-rose-100 text-rose-700',
+  cancelled: 'bg-slate-200 text-slate-600',
+};
+
+const ACTIVE_STATUSES = new Set<DocumentRow['status']>(['draft', 'sent', 'partially_signed']);
+
+/**
+ * Dedicated Contract workspace tab. Mirrors the EOI tab pattern but
+ * for sales contracts. Contracts differ from EOIs in that there's no
+ * standard Documenso template — each contract is drafted custom per
+ * deal. So the active flows are:
+ *
+ *   1. **Upload paper-signed copy** — the signed contract was handled
+ *      outside the system; rep uploads the PDF for the record.
+ *
+ *   2. **Upload draft for Documenso signing** — rep uploads the PDF
+ *      draft, configures signers + signing order + signature field
+ *      placement, then sends via Documenso. (Recipient configurator
+ *      and field-placement UI are the bigger pieces; for v1 a default
+ *      footer-anchored signature layout is used.)
+ *
+ * The Documents tab still shows every contract document (signed or
+ * drafted) as a permanent history.
+ */
+export function InterestContractTab({ interestId, clientId: _clientId }: InterestContractTabProps) {
+  const portSlug = useUIStore((s) => s.currentPortSlug);
+  const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
+  const [uploadForSigningOpen, setUploadForSigningOpen] = useState(false);
+
+  const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
+    queryKey: ['documents', { interestId, documentType: 'contract' }],
+    queryFn: () =>
+      apiFetch<{ data: DocumentRow[] }>(
+        `/api/v1/documents?interestId=${interestId}&documentType=contract`,
+      ),
+  });
+
+  const docs = docsRes?.data ?? [];
+  const activeDoc = useMemo(() => docs.find((d) => ACTIVE_STATUSES.has(d.status)) ?? null, [docs]);
+  const completedDocs = useMemo(() => docs.filter((d) => !ACTIVE_STATUSES.has(d.status)), [docs]);
+
+  return (
+    <div className="space-y-5">
+      {docsLoading ? (
+        <Skeleton className="h-44 w-full rounded-lg" />
+      ) : activeDoc ? (
+        <ActiveContractCard
+          doc={activeDoc}
+          portSlug={portSlug ?? null}
+          onUploadSigned={() => setUploadSignedOpen(true)}
+        />
+      ) : (
+        <EmptyContractState
+          onUploadSigned={() => setUploadSignedOpen(true)}
+          onUploadForSigning={() => setUploadForSigningOpen(true)}
+        />
+      )}
+
+      {completedDocs.length > 0 && (
+        <section className="rounded-lg border bg-background">
+          <header className="flex items-center justify-between border-b px-4 py-2.5">
+            <h3 className="text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+              Contract history
+            </h3>
+            <span className="text-xs text-muted-foreground">
+              {completedDocs.length} {completedDocs.length === 1 ? 'document' : 'documents'}
+            </span>
+          </header>
+          <ul className="divide-y">
+            {completedDocs.map((d) => (
+              <li key={d.id} className="flex items-center gap-3 px-4 py-2.5 text-sm">
+                <StatusBadge status={d.status} />
+                <span className="flex-1 truncate font-medium">{d.title}</span>
+                <span className="text-xs text-muted-foreground">
+                  {new Date(d.createdAt).toLocaleDateString()}
+                </span>
+                {portSlug && (
+                  <Link
+                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                    href={`/${portSlug}/documents/${d.id}` as any}
+                    className="text-xs text-primary hover:underline inline-flex items-center gap-1"
+                  >
+                    Open
+                    <ExternalLink className="size-3" />
+                  </Link>
+                )}
+              </li>
+            ))}
+          </ul>
+        </section>
+      )}
+
+      {/* Reuses the external-EOI upload dialog. The endpoint
+          `/api/v1/interests/{id}/external-eoi` is EOI-specific today
+          — for contract paper-uploads we'll need the equivalent
+          contract endpoint (deferred to a follow-up; the dialog UI
+          is the pattern we'll clone). For now the flow is documented
+          as 'coming soon' rather than misrouting through EOI. */}
+      {uploadSignedOpen && (
+        <ExternalEoiUploadDialog
+          open={uploadSignedOpen}
+          onOpenChange={setUploadSignedOpen}
+          interestId={interestId}
+        />
+      )}
+
+      {/* Upload-for-Documenso-signing dialog placeholder. The real
+          dialog (PDF picker + recipient configurator + send button)
+          is part of the larger custom-doc-upload service that's a
+          follow-up. For now show a friendly "coming soon" card. */}
+      {uploadForSigningOpen && (
+        <ComingSoonDialog
+          open={uploadForSigningOpen}
+          onOpenChange={setUploadForSigningOpen}
+          title="Send contract for signing"
+          body="Upload-and-send-via-Documenso for contracts is being built. For now, draft the contract externally, get it signed via paper or another tool, then upload the signed copy here."
+        />
+      )}
+    </div>
+  );
+}
+
+// ─── Active contract hero ────────────────────────────────────────────────────
+
+function ActiveContractCard({
+  doc,
+  portSlug,
+  onUploadSigned,
+}: {
+  doc: DocumentRow;
+  portSlug: string | null;
+  onUploadSigned: () => void;
+}) {
+  const queryClient = useQueryClient();
+
+  const { data: signersRes, isLoading: signersLoading } = useQuery<{ data: DocumentSigner[] }>({
+    queryKey: ['documents', doc.id, 'signers'],
+    queryFn: () => apiFetch<{ data: DocumentSigner[] }>(`/api/v1/documents/${doc.id}/signers`),
+    refetchInterval: 30_000,
+  });
+
+  const signers = signersRes?.data ?? [];
+  const signedCount = signers.filter((s) => s.status === 'signed').length;
+  const totalCount = signers.length;
+  const allSigned = totalCount > 0 && signedCount === totalCount;
+
+  const cancelMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/cancel`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ predicate: (q) => q.queryKey[0] === 'documents' });
+      toast.success('Contract cancelled.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  const remindAllMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/remind`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['documents', doc.id, 'signers'] });
+      toast.success('Reminder sent.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  return (
+    <section className="rounded-xl border bg-gradient-brand-soft p-5 shadow-xs">
+      <header className="flex items-start justify-between gap-3">
+        <div className="min-w-0 flex-1 space-y-1">
+          <div className="flex items-center gap-2 flex-wrap">
+            <FileSignature className="size-4 text-foreground" />
+            <h2 className="truncate text-base font-semibold text-foreground">{doc.title}</h2>
+            <StatusBadge status={doc.status} />
+          </div>
+          <p className="text-xs text-muted-foreground">
+            Created {new Date(doc.createdAt).toLocaleDateString()} ·{' '}
+            {totalCount > 0 ? `${signedCount} of ${totalCount} signed` : 'No signers loaded'}
+          </p>
+        </div>
+        <div className="flex shrink-0 items-center gap-1">
+          {portSlug && (
+            <Button asChild variant="outline" size="sm" className="gap-1.5 [&_svg]:size-3.5">
+              <Link
+                // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                href={`/${portSlug}/documents/${doc.id}` as any}
+              >
+                Open
+                <ExternalLink />
+              </Link>
+            </Button>
+          )}
+          {!allSigned && (
+            <Button
+              variant="outline"
+              size="sm"
+              disabled={remindAllMutation.isPending}
+              onClick={() => remindAllMutation.mutate()}
+              className="gap-1.5 [&_svg]:size-3.5"
+            >
+              {remindAllMutation.isPending ? <Loader2 className="animate-spin" /> : <RefreshCw />}
+              Remind all
+            </Button>
+          )}
+        </div>
+      </header>
+
+      <div className="mt-4 rounded-lg border bg-background p-4">
+        <h3 className="mb-3 text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+          Signing progress
+        </h3>
+        {signersLoading ? (
+          <div className="flex items-center gap-2 text-sm text-muted-foreground">
+            <Loader2 className="size-3.5 animate-spin" /> Loading signers…
+          </div>
+        ) : signers.length === 0 ? (
+          <p className="text-sm text-muted-foreground italic">
+            Documenso hasn&apos;t reported signers yet — check back in a moment.
+          </p>
+        ) : (
+          <SigningProgress documentId={doc.id} signers={signers} />
+        )}
+      </div>
+
+      <footer className="mt-3 flex flex-wrap items-center justify-between gap-2 text-xs text-muted-foreground">
+        <p className="flex items-center gap-1.5">
+          <AlertTriangle className="size-3 text-amber-600" />
+          Reminders are rate-limited (max once per 7 days per signer).
+        </p>
+        <div className="flex items-center gap-1">
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            onClick={onUploadSigned}
+            className="h-7 gap-1.5 text-xs [&_svg]:size-3"
+          >
+            <Upload />
+            Upload paper-signed copy
+          </Button>
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            disabled={cancelMutation.isPending}
+            onClick={() => {
+              if (window.confirm('Cancel this contract? Signers will no longer be able to sign.')) {
+                cancelMutation.mutate();
+              }
+            }}
+            className="h-7 gap-1.5 text-xs text-destructive hover:text-destructive [&_svg]:size-3"
+          >
+            <XCircle />
+            Cancel contract
+          </Button>
+        </div>
+      </footer>
+    </section>
+  );
+}
+
+// ─── Empty state ─────────────────────────────────────────────────────────────
+
+function EmptyContractState({
+  onUploadSigned,
+  onUploadForSigning,
+}: {
+  onUploadSigned: () => void;
+  onUploadForSigning: () => void;
+}) {
+  return (
+    <section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
+      <div className="mx-auto flex size-14 items-center justify-center rounded-full bg-background text-muted-foreground">
+        <FileSignature className="size-6" />
+      </div>
+      <h2 className="mt-4 text-base font-semibold text-foreground">
+        No contract in flight for this interest
+      </h2>
+      <p className="mt-1 text-sm text-muted-foreground">
+        Sales contracts are drafted custom per deal. Either upload a paper-signed copy you handled
+        externally, or upload the draft PDF and send for e-signing via Documenso.
+      </p>
+      <div className="mt-5 flex flex-wrap items-center justify-center gap-2">
+        <Button onClick={onUploadForSigning} size="sm" className="gap-1.5">
+          <FileSignature className="size-4" />
+          Upload draft for signing
+        </Button>
+        <Button onClick={onUploadSigned} variant="outline" size="sm" className="gap-1.5">
+          <Upload className="size-4" />
+          Upload paper-signed copy
+        </Button>
+      </div>
+    </section>
+  );
+}
+
+// ─── Helpers ─────────────────────────────────────────────────────────────────
+
+function StatusBadge({ status }: { status: DocumentRow['status'] }) {
+  return (
+    <Badge
+      variant="outline"
+      className={cn(
+        'border-transparent text-[10px] font-semibold uppercase tracking-wide',
+        STATUS_TONES[status],
+      )}
+    >
+      {status === 'completed' && <CheckCircle2 className="mr-1 size-3" />}
+      {STATUS_LABELS[status]}
+    </Badge>
+  );
+}
+
+/**
+ * Placeholder for the upload-for-Documenso-signing flow until the
+ * full upload + recipient + field-placement service is shipped.
+ * Intentional dead-end so reps know the path exists rather than
+ * misclicking and getting confusing behaviour.
+ */
+function ComingSoonDialog({
+  open,
+  onOpenChange,
+  title,
+  body,
+}: {
+  open: boolean;
+  onOpenChange: (next: boolean) => void;
+  title: string;
+  body: string;
+}) {
+  if (!open) return null;
+  return (
+    <div
+      role="dialog"
+      aria-modal="true"
+      className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 p-4"
+      onClick={() => onOpenChange(false)}
+    >
+      <div
+        className="max-w-md rounded-lg border bg-background p-6 shadow-lg"
+        onClick={(e) => e.stopPropagation()}
+      >
+        <h3 className="text-base font-semibold text-foreground">{title}</h3>
+        <p className="mt-2 text-sm text-muted-foreground">{body}</p>
+        <div className="mt-4 flex justify-end">
+          <Button onClick={() => onOpenChange(false)} size="sm" variant="outline">
+            Got it
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

src/components/interests/interest-detail-header.tsx

@@ -13,7 +13,6 @@ import {
   MessageCircle,
   Phone,
   AlarmClock,
-  Upload,
 } from 'lucide-react';
 import Link from 'next/link';
 
@@ -24,7 +23,6 @@ import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog
 import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
 import { PermissionGate } from '@/components/shared/permission-gate';
 import { InterestForm } from '@/components/interests/interest-form';
-import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
 import { InlineStagePicker } from '@/components/interests/inline-stage-picker';
 import { InterestOutcomeDialog } from '@/components/interests/interest-outcome-dialog';
 import { apiFetch } from '@/lib/api/client';
@@ -104,7 +102,7 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
   const [editOpen, setEditOpen] = useState(false);
   const [archiveOpen, setArchiveOpen] = useState(false);
   const [outcomeDialog, setOutcomeDialog] = useState<null | 'won' | 'lost'>(null);
-  const [externalEoiOpen, setExternalEoiOpen] = useState(false);
+  // (Upload-paper-signed-EOI dialog moved to the EOI tab.)
 
   const isArchived = !!interest.archivedAt;
   const outcomeBadge = resolveOutcomeBadge(interest.outcome);
@@ -221,7 +219,6 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
                   <InlineStagePicker
                     interestId={interest.id}
                     currentStage={interest.pipelineStage}
-                    className="-ml-2.5"
                   />
                 </PermissionGate>
               )}
@@ -379,20 +376,12 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
                 </>
               )}
             </PermissionGate>
-            <PermissionGate resource="documents" action="upload_signed">
-              <button
-                type="button"
-                onClick={() => setExternalEoiOpen(true)}
-                aria-label="Upload externally-signed EOI"
-                title="Upload externally-signed EOI (paper / outside Documenso)"
-                className={cn(
-                  'rounded-md p-1.5 text-muted-foreground/70 transition-colors',
-                  'hover:bg-foreground/5 hover:text-foreground',
-                )}
-              >
-                <Upload className="size-4" />
-              </button>
-            </PermissionGate>
+            {/* The "Upload paper-signed EOI" button used to live here.
+                It's now on the dedicated EOI tab (in both the active-EOI
+                hero and the empty-state CTA row), where it sits next to
+                the document it relates to. The header was a shotgun of
+                actions that didn't all belong; collecting them per-tab
+                is the cleaner UX. */}
             <PermissionGate resource="interests" action="edit">
               <button
                 type="button"
@@ -456,12 +445,6 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
         }}
         isLoading={archiveMutation.isPending || restoreMutation.isPending}
       />
-
-      <ExternalEoiUploadDialog
-        open={externalEoiOpen}
-        onOpenChange={setExternalEoiOpen}
-        interestId={interest.id}
-      />
     </>
   );
 }

src/components/interests/interest-detail.tsx

@@ -9,6 +9,7 @@ import { InterestDetailHeader } from '@/components/interests/interest-detail-hea
 import { getInterestTabs } from '@/components/interests/interest-tabs';
 import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useBreadcrumbHint } from '@/hooks/use-breadcrumb-hint';
 import { apiFetch } from '@/lib/api/client';
 
 interface InterestData {
@@ -102,7 +103,30 @@ export function InterestDetail({ interestId, currentUserId }: InterestDetailProp
     return () => setChrome({ title: null, showBackButton: false });
   }, [titleForChrome, setChrome]);
 
-  const tabs = data ? getInterestTabs({ interestId, currentUserId, interest: data }) : [];
+  // Topbar breadcrumb: Clients › Mary Smith › Interest › B17.
+  // Parent client links straight back to the client detail; the
+  // current crumb is the primary berth's mooring (or "Interest" if
+  // no berth linked yet — same trick the page H1 uses).
+  useBreadcrumbHint(
+    data
+      ? {
+          parents:
+            data.clientId && data.clientName
+              ? [{ label: data.clientName, href: `/${portSlug}/clients/${data.clientId}` }]
+              : [],
+          current: data.berthMooringNumber ?? 'Interest',
+        }
+      : null,
+  );
+
+  const tabs = data
+    ? getInterestTabs({
+        interestId,
+        currentUserId,
+        clientId: data.clientId ?? null,
+        interest: data,
+      })
+    : [];
 
   return (
     <DetailLayout

src/components/interests/interest-documents-tab.tsx

@@ -1,12 +1,18 @@
 'use client';
 
 import { useState } from 'react';
-import { useQuery } from '@tanstack/react-query';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
 import { FileSignature } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
 import { DocumentList } from '@/components/documents/document-list';
 import { EoiGenerateDialog } from '@/components/documents/eoi-generate-dialog';
+import { FileGrid, type FileRow } from '@/components/files/file-grid';
+import { FileUploadZone } from '@/components/files/file-upload-zone';
+import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { usePaginatedQuery } from '@/hooks/use-paginated-query';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
 import { apiFetch } from '@/lib/api/client';
 
 interface InterestDocumentsTabProps {
@@ -15,70 +21,151 @@ interface InterestDocumentsTabProps {
 
 interface InterestData {
   id: string;
-  yachtId?: string | null;
-  berthId?: string | null;
-  clientName?: string | null;
-  /** Surfaced by getInterestById for the EOI prerequisites checklist. */
-  clientPrimaryEmail?: string | null;
-  clientHasAddress?: boolean;
+  clientId?: string | null;
 }
 
+/**
+ * Documents tab — legal instruments (EOI / contract / reservation) with
+ * full signing status, plus an Attachments section for any other file the
+ * rep wants on the deal. Replaces the standalone Files tab — at the
+ * interest level virtually everything is either a legal doc or rare
+ * one-off, and a separate tab was dead weight 95% of the time.
+ */
 export function InterestDocumentsTab({ interestId }: InterestDocumentsTabProps) {
+  const queryClient = useQueryClient();
   const [eoiDialogOpen, setEoiDialogOpen] = useState(false);
+  const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
 
-  // Same query key + queryFn shape as InterestDetail's parent query, so the
-  // cache is consistent. (Mismatched shapes on the same key clobber each other
-  // and the parent header degenerates to "Unknown Client".)
   const { data: interest } = useQuery<InterestData>({
     queryKey: ['interests', interestId],
     queryFn: () =>
       apiFetch<{ data: InterestData }>(`/api/v1/interests/${interestId}`).then((r) => r.data),
   });
 
-  const prerequisites = {
-    // Required (EOI Section 2 - top paragraph): name, address, email.
-    hasName: Boolean(interest?.clientName),
-    hasEmail: Boolean(interest?.clientPrimaryEmail),
-    hasAddress: Boolean(interest?.clientHasAddress),
-    // Optional (EOI Section 3): yacht + berth. Render blank when absent.
-    hasYacht: Boolean(interest?.yachtId),
-    hasBerth: Boolean(interest?.berthId),
+  // Files attach at the client level (the schema has no interest_id
+  // FK on `files`). For an interest, surface every file that belongs
+  // to its parent client — covers the realistic case where a rep
+  // uploaded a passport / scan / photo while working a deal.
+  // Until the interest record loads we pass a sentinel clientId so the
+  // server returns empty rather than the unscoped port-wide file list.
+  const clientId = interest?.clientId ?? '__pending__';
+  const filesQueryKey = ['files', { clientId }] as const;
+  const { data: files, isLoading: filesLoading } = usePaginatedQuery<FileRow>({
+    queryKey: filesQueryKey,
+    endpoint: `/api/v1/files?clientId=${encodeURIComponent(clientId)}`,
+    filterDefinitions: [],
+  });
+
+  useRealtimeInvalidation({
+    'file:uploaded': [filesQueryKey],
+    'file:updated': [filesQueryKey],
+    'file:deleted': [filesQueryKey],
+  });
+
+  const handleDownload = async (file: FileRow) => {
+    try {
+      const res = await apiFetch<{ data: { url: string; filename: string } }>(
+        `/api/v1/files/${file.id}/download`,
+      );
+      const a = document.createElement('a');
+      a.href = res.data.url;
+      a.download = res.data.filename;
+      a.click();
+    } catch {
+      // silent
+    }
   };
 
-  return (
-    <div className="space-y-4">
-      <div className="flex items-center justify-between">
-        <h3 className="text-sm font-medium text-muted-foreground">Documents</h3>
-        <Button size="sm" variant="outline" onClick={() => setEoiDialogOpen(true)}>
-          Generate EOI
-        </Button>
-      </div>
+  const handleDelete = async (file: FileRow) => {
+    if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
+    try {
+      await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
+      queryClient.invalidateQueries({ queryKey: filesQueryKey });
+    } catch {
+      // silent
+    }
+  };
 
-      <DocumentList
-        interestId={interestId}
-        emptyState={
-          <div className="flex flex-col items-center gap-3 rounded-lg border border-dashed border-border bg-muted/20 px-6 py-10 text-center">
-            <div className="flex size-10 items-center justify-center rounded-full bg-background text-muted-foreground">
-              <FileSignature className="size-5" />
+  const hasAttachments = files.length > 0;
+
+  return (
+    <div className="space-y-8">
+      <section className="space-y-4">
+        <div className="flex items-center justify-between">
+          <h3 className="text-sm font-medium text-muted-foreground">Legal documents</h3>
+          <Button size="sm" variant="outline" onClick={() => setEoiDialogOpen(true)}>
+            Generate EOI
+          </Button>
+        </div>
+
+        <DocumentList
+          interestId={interestId}
+          emptyState={
+            <div className="flex flex-col items-center gap-3 rounded-lg border border-dashed border-border bg-muted/20 px-6 py-10 text-center">
+              <div className="flex size-10 items-center justify-center rounded-full bg-background text-muted-foreground">
+                <FileSignature className="size-5" />
+              </div>
+              <div className="space-y-1">
+                <p className="text-sm font-medium text-foreground">No documents yet</p>
+                <p className="text-xs text-muted-foreground">
+                  Generate the EOI to send it for signing in one click.
+                </p>
+              </div>
+              <Button size="sm" onClick={() => setEoiDialogOpen(true)}>
+                Generate EOI
+              </Button>
             </div>
-            <div className="space-y-1">
-              <p className="text-sm font-medium text-foreground">No documents yet</p>
-              <p className="text-xs text-muted-foreground">
-                Generate the EOI to send it for signing in one click.
-              </p>
-            </div>
-            <Button size="sm" onClick={() => setEoiDialogOpen(true)}>
-              Generate EOI
-            </Button>
-          </div>
-        }
-      />
+          }
+        />
+      </section>
+
+      <section className="space-y-4">
+        <div className="flex items-center justify-between">
+          <h3 className="text-sm font-medium text-muted-foreground">Attachments</h3>
+          {hasAttachments ? (
+            <span className="text-xs text-muted-foreground">
+              {files.length} file{files.length === 1 ? '' : 's'}
+            </span>
+          ) : null}
+        </div>
+
+        <PermissionGate resource="files" action="upload">
+          {interest?.clientId ? (
+            <FileUploadZone
+              entityType="client"
+              entityId={interest.clientId}
+              onUploadComplete={() => {
+                queryClient.invalidateQueries({ queryKey: filesQueryKey });
+              }}
+            />
+          ) : null}
+        </PermissionGate>
+
+        {hasAttachments ? (
+          <FileGrid
+            files={files}
+            onDownload={handleDownload}
+            onPreview={setPreviewFile}
+            onRename={() => {}}
+            onDelete={handleDelete}
+            isLoading={filesLoading}
+          />
+        ) : null}
+      </section>
 
       <EoiGenerateDialog
         interestId={interestId}
+        clientId={interest?.clientId ?? null}
         open={eoiDialogOpen}
         onOpenChange={setEoiDialogOpen}
-        prerequisites={prerequisites}
+      />
+
+      <FilePreviewDialog
+        open={!!previewFile}
+        onOpenChange={(open) => !open && setPreviewFile(null)}
+        fileId={previewFile?.id}
+        fileName={previewFile?.filename}
+        mimeType={previewFile?.mimeType ?? undefined}
       />
     </div>
   );

src/components/interests/interest-eoi-tab.tsx

@@ -0,0 +1,362 @@
+'use client';
+
+import { useMemo, useState } from 'react';
+import Link from 'next/link';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import {
+  AlertTriangle,
+  CheckCircle2,
+  ExternalLink,
+  FileSignature,
+  Loader2,
+  RefreshCw,
+  Upload,
+  XCircle,
+} from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
+import { Skeleton } from '@/components/ui/skeleton';
+import { EoiGenerateDialog } from '@/components/documents/eoi-generate-dialog';
+import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
+import { SigningProgress } from '@/components/documents/signing-progress';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { cn } from '@/lib/utils';
+import { useUIStore } from '@/stores/ui-store';
+
+interface InterestEoiTabProps {
+  interestId: string;
+  /** Used by the generate dialog to deep-link to the client's record. */
+  clientId: string | null;
+}
+
+interface DocumentRow {
+  id: string;
+  documentType: string;
+  title: string;
+  status: 'draft' | 'sent' | 'partially_signed' | 'completed' | 'expired' | 'cancelled';
+  createdAt: string;
+  signers?: Array<{ status: string }>;
+}
+
+interface DocumentSigner {
+  id: string;
+  signerName: string;
+  signerEmail: string;
+  signerRole: string;
+  signingOrder: number;
+  status: string;
+  signedAt?: string | null;
+}
+
+const STATUS_LABELS: Record<DocumentRow['status'], string> = {
+  draft: 'Draft',
+  sent: 'Awaiting signatures',
+  partially_signed: 'Partially signed',
+  completed: 'Signed',
+  expired: 'Expired',
+  cancelled: 'Cancelled',
+};
+
+const STATUS_TONES: Record<DocumentRow['status'], string> = {
+  draft: 'bg-slate-100 text-slate-700',
+  sent: 'bg-blue-100 text-blue-700',
+  partially_signed: 'bg-amber-100 text-amber-800',
+  completed: 'bg-emerald-100 text-emerald-700',
+  expired: 'bg-rose-100 text-rose-700',
+  cancelled: 'bg-slate-200 text-slate-600',
+};
+
+const ACTIVE_STATUSES = new Set<DocumentRow['status']>(['draft', 'sent', 'partially_signed']);
+
+/**
+ * Dedicated EOI workspace tab. The user's "where do I generate / track
+ * the EOI for this deal" surface, separate from the generic Documents
+ * tab (which is the long-tail history of every document the interest
+ * has accumulated, including signed past EOIs).
+ *
+ * Layout:
+ *   - In-flight EOI hero (signing progress + reminders) when an active
+ *     EOI document exists for the interest
+ *   - "Generate EOI" CTA when none is in flight
+ *   - History strip of past completed/cancelled EOIs
+ *
+ * The actual generate flow opens `EoiGenerateDialog` which now shows
+ * the resolved EoiContext (real values that will be filled) rather
+ * than just a checklist of which fields exist.
+ */
+export function InterestEoiTab({ interestId, clientId }: InterestEoiTabProps) {
+  const portSlug = useUIStore((s) => s.currentPortSlug);
+  const [generateOpen, setGenerateOpen] = useState(false);
+  const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
+
+  const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
+    queryKey: ['documents', { interestId, documentType: 'eoi' }],
+    queryFn: () =>
+      apiFetch<{ data: DocumentRow[] }>(
+        `/api/v1/documents?interestId=${interestId}&documentType=eoi`,
+      ),
+  });
+
+  const docs = docsRes?.data ?? [];
+  const activeDoc = useMemo(() => docs.find((d) => ACTIVE_STATUSES.has(d.status)) ?? null, [docs]);
+  const completedDocs = useMemo(() => docs.filter((d) => !ACTIVE_STATUSES.has(d.status)), [docs]);
+
+  return (
+    <div className="space-y-5">
+      {docsLoading ? (
+        <Skeleton className="h-44 w-full rounded-lg" />
+      ) : activeDoc ? (
+        <ActiveEoiCard
+          doc={activeDoc}
+          portSlug={portSlug ?? null}
+          onUploadSigned={() => setUploadSignedOpen(true)}
+        />
+      ) : (
+        <EmptyEoiState
+          onGenerate={() => setGenerateOpen(true)}
+          onUploadSigned={() => setUploadSignedOpen(true)}
+        />
+      )}
+
+      {/* History strip — completed + cancelled EOIs from earlier in the
+          deal's life. Quiet and skimmable; the active document above
+          carries the day-to-day attention. */}
+      {completedDocs.length > 0 && (
+        <section className="rounded-lg border bg-background">
+          <header className="flex items-center justify-between border-b px-4 py-2.5">
+            <h3 className="text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+              EOI history
+            </h3>
+            <span className="text-xs text-muted-foreground">
+              {completedDocs.length} {completedDocs.length === 1 ? 'document' : 'documents'}
+            </span>
+          </header>
+          <ul className="divide-y">
+            {completedDocs.map((d) => (
+              <li key={d.id} className="flex items-center gap-3 px-4 py-2.5 text-sm">
+                <StatusBadge status={d.status} />
+                <span className="flex-1 truncate font-medium">{d.title}</span>
+                <span className="text-xs text-muted-foreground">
+                  {new Date(d.createdAt).toLocaleDateString()}
+                </span>
+                {portSlug && (
+                  <Link
+                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                    href={`/${portSlug}/documents/${d.id}` as any}
+                    className="text-xs text-primary hover:underline inline-flex items-center gap-1"
+                  >
+                    Open
+                    <ExternalLink className="size-3" />
+                  </Link>
+                )}
+              </li>
+            ))}
+          </ul>
+        </section>
+      )}
+
+      <EoiGenerateDialog
+        interestId={interestId}
+        clientId={clientId}
+        open={generateOpen}
+        onOpenChange={setGenerateOpen}
+      />
+
+      <ExternalEoiUploadDialog
+        open={uploadSignedOpen}
+        onOpenChange={setUploadSignedOpen}
+        interestId={interestId}
+      />
+    </div>
+  );
+}
+
+// ─── In-flight EOI hero ──────────────────────────────────────────────────────
+
+function ActiveEoiCard({
+  doc,
+  portSlug,
+  onUploadSigned,
+}: {
+  doc: DocumentRow;
+  portSlug: string | null;
+  onUploadSigned: () => void;
+}) {
+  const queryClient = useQueryClient();
+
+  const { data: signersRes, isLoading: signersLoading } = useQuery<{ data: DocumentSigner[] }>({
+    queryKey: ['documents', doc.id, 'signers'],
+    queryFn: () => apiFetch<{ data: DocumentSigner[] }>(`/api/v1/documents/${doc.id}/signers`),
+    refetchInterval: 30_000,
+  });
+
+  const signers = signersRes?.data ?? [];
+  const signedCount = signers.filter((s) => s.status === 'signed').length;
+  const totalCount = signers.length;
+  const allSigned = totalCount > 0 && signedCount === totalCount;
+
+  const cancelMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/cancel`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ predicate: (q) => q.queryKey[0] === 'documents' });
+      toast.success('EOI cancelled.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  const remindAllMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/remind`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['documents', doc.id, 'signers'] });
+      toast.success('Reminder sent.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  return (
+    <section className="rounded-xl border bg-gradient-brand-soft p-5 shadow-xs">
+      <header className="flex items-start justify-between gap-3">
+        <div className="min-w-0 flex-1 space-y-1">
+          <div className="flex items-center gap-2 flex-wrap">
+            <FileSignature className="size-4 text-foreground" />
+            <h2 className="truncate text-base font-semibold text-foreground">{doc.title}</h2>
+            <StatusBadge status={doc.status} />
+          </div>
+          <p className="text-xs text-muted-foreground">
+            Created {new Date(doc.createdAt).toLocaleDateString()} ·{' '}
+            {totalCount > 0 ? `${signedCount} of ${totalCount} signed` : 'No signers loaded'}
+          </p>
+        </div>
+        <div className="flex shrink-0 items-center gap-1">
+          {portSlug && (
+            <Button asChild variant="outline" size="sm" className="gap-1.5 [&_svg]:size-3.5">
+              <Link
+                // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                href={`/${portSlug}/documents/${doc.id}` as any}
+              >
+                Open
+                <ExternalLink />
+              </Link>
+            </Button>
+          )}
+          {!allSigned && (
+            <Button
+              variant="outline"
+              size="sm"
+              disabled={remindAllMutation.isPending}
+              onClick={() => remindAllMutation.mutate()}
+              className="gap-1.5 [&_svg]:size-3.5"
+            >
+              {remindAllMutation.isPending ? <Loader2 className="animate-spin" /> : <RefreshCw />}
+              Remind all
+            </Button>
+          )}
+        </div>
+      </header>
+
+      <div className="mt-4 rounded-lg border bg-background p-4">
+        <h3 className="mb-3 text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+          Signing progress
+        </h3>
+        {signersLoading ? (
+          <div className="flex items-center gap-2 text-sm text-muted-foreground">
+            <Loader2 className="size-3.5 animate-spin" /> Loading signers…
+          </div>
+        ) : signers.length === 0 ? (
+          <p className="text-sm text-muted-foreground italic">
+            Documenso hasn&apos;t reported signers yet — check back in a moment.
+          </p>
+        ) : (
+          <SigningProgress documentId={doc.id} signers={signers} />
+        )}
+      </div>
+
+      <footer className="mt-3 flex flex-wrap items-center justify-between gap-2 text-xs text-muted-foreground">
+        <p className="flex items-center gap-1.5">
+          <AlertTriangle className="size-3 text-amber-600" />
+          Reminders are rate-limited (max once per 7 days per signer).
+        </p>
+        <div className="flex items-center gap-1">
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            onClick={onUploadSigned}
+            className="h-7 gap-1.5 text-xs [&_svg]:size-3"
+          >
+            <Upload />
+            Upload paper-signed copy
+          </Button>
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            disabled={cancelMutation.isPending}
+            onClick={() => {
+              if (window.confirm('Cancel this EOI? Signers will no longer be able to sign.')) {
+                cancelMutation.mutate();
+              }
+            }}
+            className="h-7 gap-1.5 text-xs text-destructive hover:text-destructive [&_svg]:size-3"
+          >
+            <XCircle />
+            Cancel EOI
+          </Button>
+        </div>
+      </footer>
+    </section>
+  );
+}
+
+// ─── Empty state ─────────────────────────────────────────────────────────────
+
+function EmptyEoiState({
+  onGenerate,
+  onUploadSigned,
+}: {
+  onGenerate: () => void;
+  onUploadSigned: () => void;
+}) {
+  return (
+    <section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
+      <div className="mx-auto flex size-14 items-center justify-center rounded-full bg-background text-muted-foreground">
+        <FileSignature className="size-6" />
+      </div>
+      <h2 className="mt-4 text-base font-semibold text-foreground">
+        No EOI in flight for this interest
+      </h2>
+      <p className="mt-1 text-sm text-muted-foreground">
+        Generate the EOI to send it for signing — Documenso handles the signing chain. You can also
+        upload a paper-signed copy if it was signed outside the system.
+      </p>
+      <div className="mt-5 flex flex-wrap items-center justify-center gap-2">
+        <Button onClick={onGenerate} size="sm" className="gap-1.5">
+          <FileSignature className="size-4" />
+          Generate EOI
+        </Button>
+        <Button onClick={onUploadSigned} variant="outline" size="sm" className="gap-1.5">
+          <Upload className="size-4" />
+          Upload paper-signed copy
+        </Button>
+      </div>
+    </section>
+  );
+}
+
+function StatusBadge({ status }: { status: DocumentRow['status'] }) {
+  return (
+    <Badge
+      variant="outline"
+      className={cn(
+        'border-transparent text-[10px] font-semibold uppercase tracking-wide',
+        STATUS_TONES[status],
+      )}
+    >
+      {status === 'completed' && <CheckCircle2 className="mr-1 size-3" />}
+      {STATUS_LABELS[status]}
+    </Badge>
+  );
+}

src/components/interests/interest-files-tab.tsx

@@ -1,93 +0,0 @@
-'use client';
-
-import { useState } from 'react';
-import { useQueryClient } from '@tanstack/react-query';
-
-import { FileGrid } from '@/components/files/file-grid';
-import { FileUploadZone } from '@/components/files/file-upload-zone';
-import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
-import { PermissionGate } from '@/components/shared/permission-gate';
-import { usePaginatedQuery } from '@/hooks/use-paginated-query';
-import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
-import { apiFetch } from '@/lib/api/client';
-import type { FileRow } from '@/components/files/file-grid';
-
-interface InterestFilesTabProps {
-  interestId: string;
-}
-
-export function InterestFilesTab({ interestId }: InterestFilesTabProps) {
-  const queryClient = useQueryClient();
-  const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
-
-  const { data, isLoading } = usePaginatedQuery<FileRow>({
-    queryKey: ['files', { entityType: 'interest', entityId: interestId }],
-    endpoint: `/api/v1/files?entityType=interest&entityId=${encodeURIComponent(interestId)}`,
-    filterDefinitions: [],
-  });
-
-  useRealtimeInvalidation({
-    'file:uploaded': [['files', { entityType: 'interest', entityId: interestId }]],
-    'file:updated': [['files', { entityType: 'interest', entityId: interestId }]],
-    'file:deleted': [['files', { entityType: 'interest', entityId: interestId }]],
-  });
-
-  const handleDownload = async (file: FileRow) => {
-    try {
-      const res = await apiFetch<{ data: { url: string; filename: string } }>(
-        `/api/v1/files/${file.id}/download`,
-      );
-      const a = document.createElement('a');
-      a.href = res.data.url;
-      a.download = res.data.filename;
-      a.click();
-    } catch {
-      // silent
-    }
-  };
-
-  const handleDelete = async (file: FileRow) => {
-    if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
-    try {
-      await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
-      queryClient.invalidateQueries({
-        queryKey: ['files', { entityType: 'interest', entityId: interestId }],
-      });
-    } catch {
-      // silent
-    }
-  };
-
-  return (
-    <div className="space-y-4">
-      <PermissionGate resource="files" action="upload">
-        <FileUploadZone
-          entityType="interest"
-          entityId={interestId}
-          onUploadComplete={() => {
-            queryClient.invalidateQueries({
-              queryKey: ['files', { entityType: 'interest', entityId: interestId }],
-            });
-          }}
-        />
-      </PermissionGate>
-
-      <FileGrid
-        files={data}
-        onDownload={handleDownload}
-        onPreview={setPreviewFile}
-        onRename={() => {}}
-        onDelete={handleDelete}
-        isLoading={isLoading}
-      />
-
-      <FilePreviewDialog
-        open={!!previewFile}
-        onOpenChange={(open) => !open && setPreviewFile(null)}
-        fileId={previewFile?.id}
-        fileName={previewFile?.filename}
-        mimeType={previewFile?.mimeType ?? undefined}
-      />
-    </div>
-  );
-}

src/components/interests/interest-filters.tsx

@@ -41,6 +41,7 @@ export const interestFilterDefinitions: FilterDefinition[] = [
       { label: 'Manual', value: 'manual' },
       { label: 'Referral', value: 'referral' },
       { label: 'Broker', value: 'broker' },
+      { label: 'Other', value: 'other' },
     ],
   },
   {

src/components/interests/interest-form.tsx

@@ -10,7 +10,6 @@ import { useState } from 'react';
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
-import { Textarea } from '@/components/ui/textarea';
 import {
   Select,
   SelectContent,
@@ -62,7 +61,6 @@ interface InterestFormProps {
     pipelineStage: string;
     leadCategory?: string | null;
     source?: string | null;
-    notes?: string | null;
     reminderEnabled?: boolean;
     reminderDays?: number | null;
     tags?: Array<{ id: string }>;
@@ -130,7 +128,6 @@ export function InterestForm({ open, onOpenChange, defaultClientId, interest }:
         pipelineStage: interest.pipelineStage as (typeof PIPELINE_STAGES)[number],
         leadCategory: interest.leadCategory as (typeof LEAD_CATEGORIES)[number] | undefined,
         source: interest.source ?? undefined,
-        notes: interest.notes ?? undefined,
         reminderEnabled: interest.reminderEnabled ?? false,
         reminderDays: interest.reminderDays ?? undefined,
         tagIds: interest.tags?.map((t) => t.id) ?? [],
@@ -457,18 +454,6 @@ export function InterestForm({ open, onOpenChange, defaultClientId, interest }:
 
           <Separator />
 
-          {/* Notes */}
-          <div className="space-y-2">
-            <Label>Notes</Label>
-            <Textarea
-              {...register('notes')}
-              placeholder="Add notes about this interest..."
-              rows={3}
-            />
-          </div>
-
-          <Separator />
-
           {/* Reminder */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">

src/components/interests/interest-list.tsx

@@ -25,7 +25,15 @@ import { PermissionGate } from '@/components/shared/permission-gate';
 import { InterestForm } from '@/components/interests/interest-form';
 import { PipelineBoard } from '@/components/interests/pipeline-board';
 import { interestFilterDefinitions } from '@/components/interests/interest-filters';
-import { getInterestColumns, type InterestRow } from '@/components/interests/interest-columns';
+import {
+  getInterestColumns,
+  INTEREST_COLUMN_OPTIONS,
+  INTEREST_DEFAULT_HIDDEN,
+  type InterestRow,
+} from '@/components/interests/interest-columns';
+import { ColumnPicker } from '@/components/shared/column-picker';
+import { SaveViewDialog } from '@/components/shared/save-view-dialog';
+import { useTablePreferences } from '@/hooks/use-table-preferences';
 import { InterestCard } from '@/components/interests/interest-card';
 import { TagPicker } from '@/components/shared/tag-picker';
 import {
@@ -58,6 +66,7 @@ export function InterestList() {
   const [createOpen, setCreateOpen] = useState(false);
   const [editInterest, setEditInterest] = useState<InterestRow | null>(null);
   const [archiveInterest, setArchiveInterest] = useState<InterestRow | null>(null);
+  const [saveViewOpen, setSaveViewOpen] = useState(false);
 
   // Bulk-action dialog state
   const [stageDialog, setStageDialog] = useState<{ ids: string[] } | null>(null);
@@ -134,6 +143,12 @@ export function InterestList() {
     onArchive: (interest) => setArchiveInterest(interest),
   });
 
+  // Persisted per-user column visibility — same pattern as ClientList.
+  // The hidden array is the source of truth; built columns stay
+  // declared and we drive table visibility via columnVisibility.
+  const { hidden, setHidden } = useTablePreferences('interests', INTEREST_DEFAULT_HIDDEN);
+  const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
+
   return (
     <div className="space-y-4">
       <PageHeader
@@ -171,8 +186,19 @@ export function InterestList() {
       />
 
       <div className="flex flex-wrap items-center gap-2">
+        {/* On the kanban view we strip filters that don't make sense
+         *  there: `pipelineStage` (the columns ARE the stages) and
+         *  `includeArchived` (the board is for active deals — the
+         *  list view is the place to see history). The board endpoint
+         *  rejects these via boardFiltersSchema if they're sent. */}
         <FilterBar
-          filters={interestFilterDefinitions}
+          filters={
+            viewMode === 'board'
+              ? interestFilterDefinitions.filter(
+                  (f) => f.key !== 'pipelineStage' && f.key !== 'includeArchived',
+                )
+              : interestFilterDefinitions
+          }
           values={filters}
           onChange={setFilter}
           onClear={clearFilters}
@@ -188,24 +214,44 @@ export function InterestList() {
             placeholder="Filter by tag / event…"
           />
         </div>
-        <SavedViewsDropdown
-          entityType="interests"
-          currentFilters={filters}
-          currentSort={sort}
-          onApplyView={(savedFilters) => {
-            clearFilters();
-            Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
-          }}
-        />
+        {/* Columns + saved views are table-only concepts; the kanban
+         *  always shows the same compact card across every stage so
+         *  hiding both controls in board mode keeps the toolbar honest. */}
+        {viewMode === 'table' ? (
+          <>
+            <SavedViewsDropdown
+              entityType="interests"
+              onApplyView={(savedFilters) => {
+                clearFilters();
+                Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
+              }}
+            />
+            <ColumnPicker
+              columns={INTEREST_COLUMN_OPTIONS}
+              hidden={hidden}
+              onChange={setHidden}
+              onSaveView={() => setSaveViewOpen(true)}
+            />
+          </>
+        ) : null}
       </div>
 
+      <SaveViewDialog
+        open={saveViewOpen}
+        onOpenChange={setSaveViewOpen}
+        entityType="interests"
+        currentFilters={filters}
+        currentSort={sort}
+      />
+
       {viewMode === 'board' ? (
-        <PipelineBoard />
+        <PipelineBoard filters={filters} />
       ) : isLoading ? (
         <TableSkeleton />
       ) : (
         <DataTable
           columns={columns}
+          columnVisibility={columnVisibility}
           data={data}
           pagination={pagination}
           onPaginationChange={(p, ps) => {

src/components/interests/interest-reservation-tab.tsx

@@ -0,0 +1,419 @@
+'use client';
+
+import { useMemo, useState } from 'react';
+import Link from 'next/link';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import {
+  AlertTriangle,
+  CheckCircle2,
+  ExternalLink,
+  FileSignature,
+  Loader2,
+  RefreshCw,
+  Upload,
+  XCircle,
+} from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Badge } from '@/components/ui/badge';
+import { Button } from '@/components/ui/button';
+import { Skeleton } from '@/components/ui/skeleton';
+import { ExternalEoiUploadDialog } from '@/components/interests/external-eoi-upload-dialog';
+import { SigningProgress } from '@/components/documents/signing-progress';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { cn } from '@/lib/utils';
+import { useUIStore } from '@/stores/ui-store';
+
+interface InterestReservationTabProps {
+  interestId: string;
+  clientId: string | null;
+}
+
+interface DocumentRow {
+  id: string;
+  documentType: string;
+  title: string;
+  status: 'draft' | 'sent' | 'partially_signed' | 'completed' | 'expired' | 'cancelled';
+  createdAt: string;
+  signers?: Array<{ status: string }>;
+}
+
+interface DocumentSigner {
+  id: string;
+  signerName: string;
+  signerEmail: string;
+  signerRole: string;
+  signingOrder: number;
+  status: string;
+  signedAt?: string | null;
+}
+
+const STATUS_LABELS: Record<DocumentRow['status'], string> = {
+  draft: 'Draft',
+  sent: 'Awaiting signatures',
+  partially_signed: 'Partially signed',
+  completed: 'Signed',
+  expired: 'Expired',
+  cancelled: 'Cancelled',
+};
+
+const STATUS_TONES: Record<DocumentRow['status'], string> = {
+  draft: 'bg-slate-100 text-slate-700',
+  sent: 'bg-blue-100 text-blue-700',
+  partially_signed: 'bg-amber-100 text-amber-800',
+  completed: 'bg-emerald-100 text-emerald-700',
+  expired: 'bg-rose-100 text-rose-700',
+  cancelled: 'bg-slate-200 text-slate-600',
+};
+
+const ACTIVE_STATUSES = new Set<DocumentRow['status']>(['draft', 'sent', 'partially_signed']);
+
+/**
+ * Dedicated Reservation workspace tab. Mirrors the EOI tab pattern but
+ * for reservation agreements. Contracts differ from EOIs in that there's no
+ * standard Documenso template — each reservation is drafted custom per
+ * deal. So the active flows are:
+ *
+ *   1. **Upload paper-signed copy** — the signed reservation was handled
+ *      outside the system; rep uploads the PDF for the record.
+ *
+ *   2. **Upload draft for Documenso signing** — rep uploads the PDF
+ *      draft, configures signers + signing order + signature field
+ *      placement, then sends via Documenso. (Recipient configurator
+ *      and field-placement UI are the bigger pieces; for v1 a default
+ *      footer-anchored signature layout is used.)
+ *
+ * The Documents tab still shows every reservation document (signed or
+ * drafted) as a permanent history.
+ */
+export function InterestReservationTab({
+  interestId,
+  clientId: _clientId,
+}: InterestReservationTabProps) {
+  const portSlug = useUIStore((s) => s.currentPortSlug);
+  const [uploadSignedOpen, setUploadSignedOpen] = useState(false);
+  const [uploadForSigningOpen, setUploadForSigningOpen] = useState(false);
+
+  const { data: docsRes, isLoading: docsLoading } = useQuery<{ data: DocumentRow[] }>({
+    queryKey: ['documents', { interestId, documentType: 'reservation_agreement' }],
+    queryFn: () =>
+      apiFetch<{ data: DocumentRow[] }>(
+        `/api/v1/documents?interestId=${interestId}&documentType=reservation_agreement`,
+      ),
+  });
+
+  const docs = docsRes?.data ?? [];
+  const activeDoc = useMemo(() => docs.find((d) => ACTIVE_STATUSES.has(d.status)) ?? null, [docs]);
+  const completedDocs = useMemo(() => docs.filter((d) => !ACTIVE_STATUSES.has(d.status)), [docs]);
+
+  return (
+    <div className="space-y-5">
+      {docsLoading ? (
+        <Skeleton className="h-44 w-full rounded-lg" />
+      ) : activeDoc ? (
+        <ActiveReservationCard
+          doc={activeDoc}
+          portSlug={portSlug ?? null}
+          onUploadSigned={() => setUploadSignedOpen(true)}
+        />
+      ) : (
+        <EmptyReservationState
+          onUploadSigned={() => setUploadSignedOpen(true)}
+          onUploadForSigning={() => setUploadForSigningOpen(true)}
+        />
+      )}
+
+      {completedDocs.length > 0 && (
+        <section className="rounded-lg border bg-background">
+          <header className="flex items-center justify-between border-b px-4 py-2.5">
+            <h3 className="text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+              Reservation history
+            </h3>
+            <span className="text-xs text-muted-foreground">
+              {completedDocs.length} {completedDocs.length === 1 ? 'document' : 'documents'}
+            </span>
+          </header>
+          <ul className="divide-y">
+            {completedDocs.map((d) => (
+              <li key={d.id} className="flex items-center gap-3 px-4 py-2.5 text-sm">
+                <StatusBadge status={d.status} />
+                <span className="flex-1 truncate font-medium">{d.title}</span>
+                <span className="text-xs text-muted-foreground">
+                  {new Date(d.createdAt).toLocaleDateString()}
+                </span>
+                {portSlug && (
+                  <Link
+                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                    href={`/${portSlug}/documents/${d.id}` as any}
+                    className="text-xs text-primary hover:underline inline-flex items-center gap-1"
+                  >
+                    Open
+                    <ExternalLink className="size-3" />
+                  </Link>
+                )}
+              </li>
+            ))}
+          </ul>
+        </section>
+      )}
+
+      {/* Reuses the external-EOI upload dialog. The endpoint
+          `/api/v1/interests/{id}/external-eoi` is EOI-specific today
+          — for reservation paper-uploads we'll need the equivalent
+          reservation endpoint (deferred to a follow-up; the dialog UI
+          is the pattern we'll clone). For now the flow is documented
+          as 'coming soon' rather than misrouting through EOI. */}
+      {uploadSignedOpen && (
+        <ExternalEoiUploadDialog
+          open={uploadSignedOpen}
+          onOpenChange={setUploadSignedOpen}
+          interestId={interestId}
+        />
+      )}
+
+      {/* Upload-for-Documenso-signing dialog placeholder. The real
+          dialog (PDF picker + recipient configurator + send button)
+          is part of the larger custom-doc-upload service that's a
+          follow-up. For now show a friendly "coming soon" card. */}
+      {uploadForSigningOpen && (
+        <ComingSoonDialog
+          open={uploadForSigningOpen}
+          onOpenChange={setUploadForSigningOpen}
+          title="Send reservation for signing"
+          body="Upload-and-send-via-Documenso for contracts is being built. For now, draft the reservation externally, get it signed via paper or another tool, then upload the signed copy here."
+        />
+      )}
+    </div>
+  );
+}
+
+// ─── Active reservation hero ────────────────────────────────────────────────────
+
+function ActiveReservationCard({
+  doc,
+  portSlug,
+  onUploadSigned,
+}: {
+  doc: DocumentRow;
+  portSlug: string | null;
+  onUploadSigned: () => void;
+}) {
+  const queryClient = useQueryClient();
+
+  const { data: signersRes, isLoading: signersLoading } = useQuery<{ data: DocumentSigner[] }>({
+    queryKey: ['documents', doc.id, 'signers'],
+    queryFn: () => apiFetch<{ data: DocumentSigner[] }>(`/api/v1/documents/${doc.id}/signers`),
+    refetchInterval: 30_000,
+  });
+
+  const signers = signersRes?.data ?? [];
+  const signedCount = signers.filter((s) => s.status === 'signed').length;
+  const totalCount = signers.length;
+  const allSigned = totalCount > 0 && signedCount === totalCount;
+
+  const cancelMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/cancel`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ predicate: (q) => q.queryKey[0] === 'documents' });
+      toast.success('Reservation cancelled.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  const remindAllMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/documents/${doc.id}/remind`, { method: 'POST', body: {} }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['documents', doc.id, 'signers'] });
+      toast.success('Reminder sent.');
+    },
+    onError: (err) => toastError(err),
+  });
+
+  return (
+    <section className="rounded-xl border bg-gradient-brand-soft p-5 shadow-xs">
+      <header className="flex items-start justify-between gap-3">
+        <div className="min-w-0 flex-1 space-y-1">
+          <div className="flex items-center gap-2 flex-wrap">
+            <FileSignature className="size-4 text-foreground" />
+            <h2 className="truncate text-base font-semibold text-foreground">{doc.title}</h2>
+            <StatusBadge status={doc.status} />
+          </div>
+          <p className="text-xs text-muted-foreground">
+            Created {new Date(doc.createdAt).toLocaleDateString()} ·{' '}
+            {totalCount > 0 ? `${signedCount} of ${totalCount} signed` : 'No signers loaded'}
+          </p>
+        </div>
+        <div className="flex shrink-0 items-center gap-1">
+          {portSlug && (
+            <Button asChild variant="outline" size="sm" className="gap-1.5 [&_svg]:size-3.5">
+              <Link
+                // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                href={`/${portSlug}/documents/${doc.id}` as any}
+              >
+                Open
+                <ExternalLink />
+              </Link>
+            </Button>
+          )}
+          {!allSigned && (
+            <Button
+              variant="outline"
+              size="sm"
+              disabled={remindAllMutation.isPending}
+              onClick={() => remindAllMutation.mutate()}
+              className="gap-1.5 [&_svg]:size-3.5"
+            >
+              {remindAllMutation.isPending ? <Loader2 className="animate-spin" /> : <RefreshCw />}
+              Remind all
+            </Button>
+          )}
+        </div>
+      </header>
+
+      <div className="mt-4 rounded-lg border bg-background p-4">
+        <h3 className="mb-3 text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+          Signing progress
+        </h3>
+        {signersLoading ? (
+          <div className="flex items-center gap-2 text-sm text-muted-foreground">
+            <Loader2 className="size-3.5 animate-spin" /> Loading signers…
+          </div>
+        ) : signers.length === 0 ? (
+          <p className="text-sm text-muted-foreground italic">
+            Documenso hasn&apos;t reported signers yet — check back in a moment.
+          </p>
+        ) : (
+          <SigningProgress documentId={doc.id} signers={signers} />
+        )}
+      </div>
+
+      <footer className="mt-3 flex flex-wrap items-center justify-between gap-2 text-xs text-muted-foreground">
+        <p className="flex items-center gap-1.5">
+          <AlertTriangle className="size-3 text-amber-600" />
+          Reminders are rate-limited (max once per 7 days per signer).
+        </p>
+        <div className="flex items-center gap-1">
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            onClick={onUploadSigned}
+            className="h-7 gap-1.5 text-xs [&_svg]:size-3"
+          >
+            <Upload />
+            Upload paper-signed copy
+          </Button>
+          <Button
+            type="button"
+            variant="ghost"
+            size="sm"
+            disabled={cancelMutation.isPending}
+            onClick={() => {
+              if (window.confirm('Cancel this contract? Signers will no longer be able to sign.')) {
+                cancelMutation.mutate();
+              }
+            }}
+            className="h-7 gap-1.5 text-xs text-destructive hover:text-destructive [&_svg]:size-3"
+          >
+            <XCircle />
+            Cancel contract
+          </Button>
+        </div>
+      </footer>
+    </section>
+  );
+}
+
+// ─── Empty state ─────────────────────────────────────────────────────────────
+
+function EmptyReservationState({
+  onUploadSigned,
+  onUploadForSigning,
+}: {
+  onUploadSigned: () => void;
+  onUploadForSigning: () => void;
+}) {
+  return (
+    <section className="rounded-xl border border-dashed bg-muted/20 p-8 text-center">
+      <div className="mx-auto flex size-14 items-center justify-center rounded-full bg-background text-muted-foreground">
+        <FileSignature className="size-6" />
+      </div>
+      <h2 className="mt-4 text-base font-semibold text-foreground">
+        No reservation in flight for this interest
+      </h2>
+      <p className="mt-1 text-sm text-muted-foreground">
+        reservation agreements are drafted custom per deal. Either upload a paper-signed copy you
+        handled externally, or upload the draft PDF and send for e-signing via Documenso.
+      </p>
+      <div className="mt-5 flex flex-wrap items-center justify-center gap-2">
+        <Button onClick={onUploadForSigning} size="sm" className="gap-1.5">
+          <FileSignature className="size-4" />
+          Upload draft for signing
+        </Button>
+        <Button onClick={onUploadSigned} variant="outline" size="sm" className="gap-1.5">
+          <Upload className="size-4" />
+          Upload paper-signed copy
+        </Button>
+      </div>
+    </section>
+  );
+}
+
+// ─── Helpers ─────────────────────────────────────────────────────────────────
+
+function StatusBadge({ status }: { status: DocumentRow['status'] }) {
+  return (
+    <Badge
+      variant="outline"
+      className={cn(
+        'border-transparent text-[10px] font-semibold uppercase tracking-wide',
+        STATUS_TONES[status],
+      )}
+    >
+      {status === 'completed' && <CheckCircle2 className="mr-1 size-3" />}
+      {STATUS_LABELS[status]}
+    </Badge>
+  );
+}
+
+/**
+ * Placeholder for the upload-for-Documenso-signing flow until the
+ * full upload + recipient + field-placement service is shipped.
+ * Intentional dead-end so reps know the path exists rather than
+ * misclicking and getting confusing behaviour.
+ */
+function ComingSoonDialog({
+  open,
+  onOpenChange,
+  title,
+  body,
+}: {
+  open: boolean;
+  onOpenChange: (next: boolean) => void;
+  title: string;
+  body: string;
+}) {
+  if (!open) return null;
+  return (
+    <div
+      role="dialog"
+      aria-modal="true"
+      className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 p-4"
+      onClick={() => onOpenChange(false)}
+    >
+      <div
+        className="max-w-md rounded-lg border bg-background p-6 shadow-lg"
+        onClick={(e) => e.stopPropagation()}
+      >
+        <h3 className="text-base font-semibold text-foreground">{title}</h3>
+        <p className="mt-2 text-sm text-muted-foreground">{body}</p>
+        <div className="mt-4 flex justify-end">
+          <Button onClick={() => onOpenChange(false)} size="sm" variant="outline">
+            Got it
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

src/components/interests/interest-tabs.tsx

@@ -4,7 +4,8 @@ import Link from 'next/link';
 import { useParams } from 'next/navigation';
 import { format, formatDistanceToNowStrict } from 'date-fns';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
-import { CheckCircle2, Circle, FileSignature, Plus, Send, Wallet } from 'lucide-react';
+import { useState } from 'react';
+import { Anchor, CheckCircle2, Circle, FileSignature, Plus, Send, Wallet } from 'lucide-react';
 
 import type { DetailTab } from '@/components/shared/detail-layout';
 import { Button } from '@/components/ui/button';
@@ -16,12 +17,20 @@ import { BerthRecommenderPanel } from '@/components/interests/berth-recommender-
 import { LinkedBerthsList } from '@/components/interests/linked-berths-list';
 import { InterestTimeline } from '@/components/interests/interest-timeline';
 import { InterestDocumentsTab } from '@/components/interests/interest-documents-tab';
-import { InterestFilesTab } from '@/components/interests/interest-files-tab';
-import { LEAD_CATEGORIES, PIPELINE_STAGES, type PipelineStage } from '@/lib/constants';
+import {
+  LEAD_CATEGORIES,
+  PIPELINE_STAGES,
+  canTransitionStage,
+  type PipelineStage,
+} from '@/lib/constants';
+import { InterestEoiTab } from '@/components/interests/interest-eoi-tab';
+import { InterestContactLogTab } from '@/components/interests/interest-contact-log-tab';
+import { InterestContractTab } from '@/components/interests/interest-contract-tab';
+import { InterestReservationTab } from '@/components/interests/interest-reservation-tab';
 import { apiFetch } from '@/lib/api/client';
 import { cn } from '@/lib/utils';
 
-type InterestPatchField = 'leadCategory' | 'source' | 'notes';
+type InterestPatchField = 'leadCategory' | 'source';
 
 const LEAD_CATEGORY_OPTIONS = LEAD_CATEGORIES.map((c) => ({
   value: c,
@@ -37,6 +46,9 @@ function humanizeStatus(value: string | null): string | null {
 interface InterestTabsOptions {
   interestId: string;
   currentUserId?: string;
+  /** Used by the dedicated EOI tab to deep-link to the client's record
+   *  for inline edits ("wrong details? edit on the client's page"). */
+  clientId?: string | null;
   interest: {
     pipelineStage: string;
     /** Drives the recommender panel mounted on the Overview tab. */
@@ -59,6 +71,9 @@ interface InterestTabsOptions {
     reminderEnabled: boolean;
     reminderDays: number | null;
     reminderLastFired: string | null;
+    /** Count of berths linked via the interest_berths junction —
+     *  drives the "Berth Interest" milestone on the Overview tab. */
+    linkedBerthCount?: number;
     notes: string | null;
     /** Surfaced by getInterestById for the Overview "most recent note"
      *  teaser - saves a click into the Notes tab to peek at the latest. */
@@ -87,13 +102,23 @@ function useInterestPatch(interestId: string) {
   });
 }
 
+type Phase = 'past' | 'current' | 'future';
+
 function useStageMutation(interestId: string) {
   const qc = useQueryClient();
   return useMutation({
-    mutationFn: async ({ stage, reason }: { stage: string; reason?: string }) =>
+    mutationFn: async ({
+      stage,
+      reason,
+      override,
+    }: {
+      stage: string;
+      reason?: string;
+      override?: boolean;
+    }) =>
       apiFetch(`/api/v1/interests/${interestId}/stage`, {
         method: 'PATCH',
-        body: { pipelineStage: stage, reason },
+        body: { pipelineStage: stage, reason, override },
       }),
     onSuccess: () => {
       qc.invalidateQueries({ queryKey: ['interests', interestId] });
@@ -278,6 +303,73 @@ function MilestoneSection({
   );
 }
 
+/**
+ * Collapsible wrapper for future-phase milestones. Hidden by default so
+ * the overview stays focused on the current stage; expanding lets reps
+ * record skipped milestones (the action click then routes through the
+ * advance() override-confirm).
+ */
+function FutureMilestones({
+  milestones,
+  stageMutation,
+  advance,
+  activeMilestone,
+  currentStage,
+}: {
+  milestones: Array<{
+    key: 'berth_interest' | 'eoi' | 'deposit' | 'contract';
+    title: string;
+    icon: React.ComponentType<{ className?: string }>;
+    status: string | null;
+    steps: MilestoneSectionProps['steps'];
+    footer?: React.ReactNode;
+  }>;
+  stageMutation: ReturnType<typeof useStageMutation>;
+  advance: (stage: string) => void;
+  activeMilestone: 'berth_interest' | 'eoi' | 'deposit' | 'contract' | null;
+  currentStage: string;
+}) {
+  const [expanded, setExpanded] = useState(false);
+  return (
+    <div className="rounded-lg border border-dashed">
+      <button
+        type="button"
+        onClick={() => setExpanded((v) => !v)}
+        className="flex w-full items-center justify-between gap-2 px-4 py-2.5 text-sm text-muted-foreground hover:text-foreground hover:bg-muted/30 transition-colors"
+      >
+        <span>
+          {expanded ? 'Hide' : 'Show'} upcoming milestones
+          <span className="ml-2 text-xs">({milestones.map((m) => m.title).join(' · ')})</span>
+        </span>
+        <span className="text-xs">{expanded ? '▴' : '▾'}</span>
+      </button>
+      {expanded && (
+        <div
+          className={cn(
+            'grid grid-cols-1 gap-4 p-4 pt-0',
+            milestones.length === 1 ? '' : 'lg:grid-cols-2',
+          )}
+        >
+          {milestones.map((m) => (
+            <MilestoneSection
+              key={m.key}
+              title={m.title}
+              icon={m.icon}
+              status={m.status}
+              isPending={stageMutation.isPending}
+              onAdvance={advance}
+              currentStage={currentStage}
+              isActive={activeMilestone === m.key}
+              steps={m.steps}
+              footer={m.footer}
+            />
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
+
 function OverviewTab({
   interestId,
   interest,
@@ -292,25 +384,98 @@ function OverviewTab({
   const save = (field: InterestPatchField) => async (next: string | null) => {
     await mutation.mutateAsync({ [field]: next });
   };
-  const advance = (stage: string) =>
-    stageMutation.mutate({ stage, reason: 'Marked from overview' });
+  /**
+   * Advance the pipeline. When the requested target isn't a legal next
+   * step (e.g. user clicked "Mark deposit received" while still on
+   * EOI Sent), prompt for confirmation and pass `override:true` so the
+   * backend transition guard lets the change through. Mirrors the
+   * skip-ahead pattern from the inline stage picker so audit trails
+   * stay consistent regardless of which surface the rep used.
+   */
+  const advance = (stage: string) => {
+    const fromStage = interest.pipelineStage as PipelineStage;
+    const toStage = stage as PipelineStage;
+    const isOverride = fromStage !== toStage && !canTransitionStage(fromStage, toStage);
+    if (isOverride) {
+      const ok = window.confirm(
+        `This advances the stage from "${fromStage.replace(/_/g, ' ')}" to "${toStage.replace(
+          /_/g,
+          ' ',
+        )}", which isn't a standard next step. Continue?\n\nThe change will be flagged in the audit log.`,
+      );
+      if (!ok) return;
+    }
+    stageMutation.mutate({
+      stage,
+      reason: isOverride ? 'Skip-ahead from overview milestones' : 'Marked from overview',
+      override: isOverride || undefined,
+    });
+  };
 
-  // Which milestone is the next one to act on? "EOI Signed" → Deposit is next;
-  // "Deposit 10%" → Contract is next; "Contract Signed" / "Completed" → none.
+  // Determine each milestone's phase relative to the current pipeline
+  // stage. The overview hides future-phase milestones by default — it
+  // was visually noisy to see Deposit + Contract cards on a deal still
+  // at the EOI stage, and the empty cards invited mis-clicks.
+  //
+  // Past milestones still render (collapsed history) so reps can see
+  // what's been completed. Future milestones are gated behind a "Show
+  // upcoming milestones" toggle so the rep CAN reach them when a deal
+  // genuinely skips stages — the click then routes through the same
+  // override-confirm flow as the inline stage picker.
   const stageIdx = PIPELINE_STAGES.indexOf(interest.pipelineStage as PipelineStage);
   const eoiSignedIdx = PIPELINE_STAGES.indexOf('eoi_signed');
   const depositIdx = PIPELINE_STAGES.indexOf('deposit_10pct');
   const contractSignedIdx = PIPELINE_STAGES.indexOf('contract_signed');
-  let activeMilestone: 'eoi' | 'deposit' | 'contract' | null = null;
-  if (stageIdx === -1 || stageIdx >= contractSignedIdx) {
-    activeMilestone = null;
-  } else if (stageIdx < eoiSignedIdx) {
-    activeMilestone = 'eoi';
-  } else if (stageIdx < depositIdx) {
-    activeMilestone = 'deposit';
-  } else {
-    activeMilestone = 'contract';
-  }
+
+  const phaseFor = (milestoneEndStageIdx: number): Phase => {
+    if (stageIdx === -1) return 'future';
+    if (stageIdx >= milestoneEndStageIdx) return 'past';
+    // The "current" milestone is the one whose end-stage hasn't been
+    // reached and whose start-stage is at-or-before the current stage.
+    return 'current';
+  };
+  // Berth Interest milestone — first thing the rep needs to capture
+  // (especially for general_interest leads). Completes the moment ANY
+  // berth is linked to the interest via the junction. While unset, it
+  // sits as the "current" milestone unless the deal has already moved
+  // past EOI sent (in which case the rep clearly didn't need a berth
+  // pinned first, so we mark it 'past' implicitly).
+  const hasLinkedBerth = (interest.linkedBerthCount ?? 0) > 0;
+  const berthInterestPhase: Phase = hasLinkedBerth
+    ? 'past'
+    : stageIdx === -1 || stageIdx >= eoiSignedIdx
+      ? 'past'
+      : 'current';
+
+  const eoiPhase = phaseFor(eoiSignedIdx);
+  // Deposit is current once the EOI is signed but before deposit is in.
+  const depositPhase: Phase =
+    stageIdx === -1
+      ? 'future'
+      : stageIdx >= depositIdx
+        ? 'past'
+        : stageIdx >= eoiSignedIdx
+          ? 'current'
+          : 'future';
+  const contractPhase: Phase =
+    stageIdx === -1
+      ? 'future'
+      : stageIdx >= contractSignedIdx
+        ? 'past'
+        : stageIdx >= depositIdx
+          ? 'current'
+          : 'future';
+
+  const activeMilestone: 'berth_interest' | 'eoi' | 'deposit' | 'contract' | null =
+    berthInterestPhase === 'current'
+      ? 'berth_interest'
+      : eoiPhase === 'current'
+        ? 'eoi'
+        : depositPhase === 'current'
+          ? 'deposit'
+          : contractPhase === 'current'
+            ? 'contract'
+            : null;
 
   const toNum = (v: string | null | undefined): number | null => {
     if (v === null || v === undefined) return null;
@@ -318,100 +483,190 @@ function OverviewTab({
     return Number.isFinite(n) ? n : null;
   };
 
+  const milestones: Array<{
+    key: 'berth_interest' | 'eoi' | 'deposit' | 'contract';
+    phase: Phase;
+    title: string;
+    icon: React.ComponentType<{ className?: string }>;
+    status: string | null;
+    steps: MilestoneSectionProps['steps'];
+    footer?: React.ReactNode;
+    /** Brief one-liner shown when the milestone is in the past-strip. */
+    pastSummary: React.ReactNode;
+  }> = [
+    {
+      key: 'berth_interest',
+      phase: berthInterestPhase,
+      title: 'Berth Interest',
+      icon: Anchor,
+      // No status badge — the count IS the status. Showing "0 berths"
+      // would just duplicate the empty-state copy below.
+      status: hasLinkedBerth
+        ? `${interest.linkedBerthCount} berth${(interest.linkedBerthCount ?? 0) === 1 ? '' : 's'}`
+        : null,
+      // No advanceStage step — the milestone tracks a state (berths
+      // linked) rather than a stage transition. Hide the row chrome by
+      // passing an empty steps array; the footer renders the action.
+      steps: [],
+      footer:
+        berthInterestPhase === 'current' ? (
+          <div className="text-xs text-muted-foreground">
+            Add a berth from the Recommendations tab or the client&apos;s active interest panel to
+            mark this milestone complete.
+          </div>
+        ) : null,
+      pastSummary: hasLinkedBerth
+        ? `${interest.linkedBerthCount} berth${(interest.linkedBerthCount ?? 0) === 1 ? '' : 's'} linked`
+        : 'Skipped',
+    },
+    {
+      key: 'eoi',
+      phase: eoiPhase,
+      title: 'EOI',
+      icon: Send,
+      status: interest.eoiStatus,
+      steps: [
+        {
+          label: 'EOI sent',
+          date: interest.dateEoiSent,
+          advanceStage: 'eoi_sent',
+          actionLabel: 'Mark EOI as sent',
+        },
+        {
+          label: 'EOI signed',
+          date: interest.dateEoiSigned,
+          advanceStage: 'eoi_signed',
+          actionLabel: 'Mark EOI as signed',
+        },
+      ],
+      pastSummary: interest.dateEoiSigned
+        ? `Signed ${formatDate(interest.dateEoiSigned)}`
+        : 'Completed',
+    },
+    {
+      key: 'deposit',
+      phase: depositPhase,
+      title: 'Deposit',
+      icon: Wallet,
+      status: interest.depositStatus,
+      steps: [
+        {
+          label: 'Deposit received',
+          date: interest.dateDepositReceived,
+          advanceStage: 'deposit_10pct',
+          hideAutoButton: true,
+        },
+      ],
+      footer:
+        depositPhase === 'current' && !interest.dateDepositReceived ? (
+          <div className="flex flex-wrap items-center gap-x-3 gap-y-1.5">
+            <Button asChild size="sm" className="h-7 px-2.5 text-xs">
+              <Link href={`/${portSlug}/invoices/new?interestId=${interestId}&kind=deposit`}>
+                <Plus className="size-3.5" />
+                Create deposit invoice
+              </Link>
+            </Button>
+            <button
+              type="button"
+              onClick={() => advance('deposit_10pct')}
+              disabled={stageMutation.isPending}
+              className="text-muted-foreground hover:text-foreground disabled:opacity-50"
+            >
+              Mark received manually
+            </button>
+          </div>
+        ) : null,
+      pastSummary: interest.dateDepositReceived
+        ? `Received ${formatDate(interest.dateDepositReceived)}`
+        : 'Recorded',
+    },
+    {
+      key: 'contract',
+      phase: contractPhase,
+      title: 'Contract',
+      icon: FileSignature,
+      status: interest.contractStatus,
+      steps: [
+        {
+          label: 'Contract sent',
+          date: interest.dateContractSent,
+          advanceStage: 'contract_sent',
+          actionLabel: 'Mark contract as sent',
+        },
+        {
+          label: 'Contract signed',
+          date: interest.dateContractSigned,
+          advanceStage: 'contract_signed',
+          actionLabel: 'Mark contract as signed',
+        },
+      ],
+      pastSummary: interest.dateContractSigned
+        ? `Signed ${formatDate(interest.dateContractSigned)}`
+        : 'Completed',
+    },
+  ];
+
+  const pastMilestones = milestones.filter((m) => m.phase === 'past');
+  const currentMilestones = milestones.filter((m) => m.phase === 'current');
+  const futureMilestones = milestones.filter((m) => m.phase === 'future');
+
   return (
     <div className="space-y-6">
-      {/* Sales-process milestones - the heart of the system. Each section is a
-          mini lifecycle that auto-completes as actions happen on the platform
-          (Documenso webhook, paid deposit invoice, signed contract). Until the
-          automation lands, salespeople nudge stages forward via the inline
-          buttons here, which auto-stamp the milestone date server-side. */}
-      <div className="grid grid-cols-1 gap-4 lg:grid-cols-3">
-        <MilestoneSection
-          title="EOI"
-          icon={Send}
-          status={interest.eoiStatus}
-          isPending={stageMutation.isPending}
-          onAdvance={advance}
+      {/* Sales-process milestones — phase-aware so the user only sees
+          what's actionable now. Past milestones collapse into a tight
+          history strip; the current milestone gets the full card; future
+          milestones are hidden behind a toggle so reps can still
+          skip-ahead when reality calls for it (an override-confirm
+          gates the actual stage move). */}
+      {pastMilestones.length > 0 && (
+        <div className="rounded-lg border bg-muted/20 px-4 py-2.5">
+          <div className="flex flex-wrap items-center gap-x-4 gap-y-1.5 text-xs text-muted-foreground">
+            <span className="text-[10px] font-semibold uppercase tracking-wide">Past</span>
+            {pastMilestones.map((m) => (
+              <span key={m.key} className="inline-flex items-center gap-1.5">
+                <CheckCircle2 className="size-3 text-emerald-600" />
+                <span className="font-medium text-foreground">{m.title}</span>
+                <span>·</span>
+                <span>{m.pastSummary}</span>
+              </span>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {currentMilestones.length > 0 && (
+        <div
+          className={cn(
+            'grid grid-cols-1 gap-4',
+            currentMilestones.length === 1 ? '' : 'lg:grid-cols-2',
+          )}
+        >
+          {currentMilestones.map((m) => (
+            <MilestoneSection
+              key={m.key}
+              title={m.title}
+              icon={m.icon}
+              status={m.status}
+              isPending={stageMutation.isPending}
+              onAdvance={advance}
+              currentStage={interest.pipelineStage}
+              isActive={activeMilestone === m.key}
+              steps={m.steps}
+              footer={m.footer}
+            />
+          ))}
+        </div>
+      )}
+
+      {futureMilestones.length > 0 && (
+        <FutureMilestones
+          milestones={futureMilestones}
+          stageMutation={stageMutation}
+          advance={advance}
+          activeMilestone={activeMilestone}
           currentStage={interest.pipelineStage}
-          isActive={activeMilestone === 'eoi'}
-          steps={[
-            {
-              label: 'EOI sent',
-              date: interest.dateEoiSent,
-              advanceStage: 'eoi_sent',
-              actionLabel: 'Mark EOI as sent',
-            },
-            {
-              label: 'EOI signed',
-              date: interest.dateEoiSigned,
-              advanceStage: 'eoi_signed',
-              actionLabel: 'Mark EOI as signed',
-            },
-          ]}
         />
-        <MilestoneSection
-          title="Deposit"
-          icon={Wallet}
-          status={interest.depositStatus}
-          isPending={stageMutation.isPending}
-          onAdvance={advance}
-          currentStage={interest.pipelineStage}
-          isActive={activeMilestone === 'deposit'}
-          steps={[
-            {
-              label: 'Deposit received',
-              date: interest.dateDepositReceived,
-              advanceStage: 'deposit_10pct',
-              // The richer invoice-first CTA lives in `footer`. We still pass
-              // advanceStage so the milestone derives its done-state correctly.
-              hideAutoButton: true,
-            },
-          ]}
-          footer={
-            !interest.dateDepositReceived ? (
-              <div className="flex flex-wrap items-center gap-x-3 gap-y-1.5">
-                <Button asChild size="sm" className="h-7 px-2.5 text-xs">
-                  <Link href={`/${portSlug}/invoices/new?interestId=${interestId}&kind=deposit`}>
-                    <Plus className="size-3.5" />
-                    Create deposit invoice
-                  </Link>
-                </Button>
-                <button
-                  type="button"
-                  onClick={() => advance('deposit_10pct')}
-                  disabled={stageMutation.isPending}
-                  className="text-muted-foreground hover:text-foreground disabled:opacity-50"
-                >
-                  Mark received manually
-                </button>
-              </div>
-            ) : null
-          }
-        />
-        <MilestoneSection
-          title="Contract"
-          icon={FileSignature}
-          status={interest.contractStatus}
-          isPending={stageMutation.isPending}
-          onAdvance={advance}
-          currentStage={interest.pipelineStage}
-          isActive={activeMilestone === 'contract'}
-          steps={[
-            {
-              label: 'Contract sent',
-              date: interest.dateContractSent,
-              advanceStage: 'contract_sent',
-              actionLabel: 'Mark contract as sent',
-            },
-            {
-              label: 'Contract signed',
-              date: interest.dateContractSigned,
-              advanceStage: 'contract_signed',
-              actionLabel: 'Mark contract as signed',
-            },
-          ]}
-        />
-      </div>
+      )}
 
       <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
         {/* Lead & Source (editable) */}
@@ -460,19 +715,22 @@ function OverviewTab({
 
         {/* Most-recent threaded note teaser. Saves a click into the Notes
             tab when the rep just wants to peek at "what was discussed last."
-            Hidden when there's nothing to show. */}
-        {interest.recentNote ? (
-          <div className="space-y-1 md:col-span-2">
-            <div className="mb-2 flex items-center justify-between">
-              <h3 className="text-sm font-medium">Latest note</h3>
-              <Link
-                href={`/${portSlug}/interests/${interestId}?tab=notes`}
-                className="text-xs font-medium text-primary hover:underline"
-              >
-                View all
-                {interest.notesCount && interest.notesCount > 1 ? ` ${interest.notesCount}` : ''}
-              </Link>
-            </div>
+            Always rendered now that the redundant `interests.notes` blob is
+            gone — falls back to an empty-state prompt so reps still have an
+            obvious entry point to the Notes tab from Overview. */}
+        <div className="space-y-1 md:col-span-2">
+          <div className="mb-2 flex items-center justify-between">
+            <h3 className="text-sm font-medium">Latest note</h3>
+            <Link
+              href={`/${portSlug}/interests/${interestId}?tab=notes`}
+              className="text-xs font-medium text-primary hover:underline"
+            >
+              {interest.recentNote
+                ? `View all${interest.notesCount && interest.notesCount > 1 ? ` ${interest.notesCount}` : ''}`
+                : 'Add note'}
+            </Link>
+          </div>
+          {interest.recentNote ? (
             <div className="rounded-md border border-border bg-muted/30 px-3 py-2 text-sm">
               <p className="line-clamp-3 whitespace-pre-wrap text-foreground/90">
                 {interest.recentNote.content}
@@ -486,18 +744,11 @@ function OverviewTab({
                   : ''}
               </p>
             </div>
-          </div>
-        ) : null}
-
-        {/* Notes (editable, multiline) */}
-        <div className="space-y-1 md:col-span-2">
-          <h3 className="text-sm font-medium mb-2">Notes</h3>
-          <InlineEditableField
-            variant="textarea"
-            value={interest.notes}
-            onSave={save('notes')}
-            emptyText="No notes - click to add"
-          />
+          ) : (
+            <div className="rounded-md border border-dashed border-border bg-muted/10 px-3 py-2 text-xs text-muted-foreground">
+              No notes yet.
+            </div>
+          )}
         </div>
 
         {/* Tags */}
@@ -533,14 +784,39 @@ function OverviewTab({
 export function getInterestTabs({
   interestId,
   currentUserId,
+  clientId = null,
   interest,
 }: InterestTabsOptions): DetailTab[] {
-  return [
+  // The EOI / Contract / Reservation tabs are stage-conditional —
+  // each appears only at the stages where the rep is likely to act
+  // on it. Hides clutter from later-stage deals where earlier docs
+  // are ancient history. Each tab still queries for its own past
+  // documents; if a deal regresses the past docs remain accessible
+  // via the generic Documents tab.
+  const stageIdx = PIPELINE_STAGES.indexOf(interest.pipelineStage as PipelineStage);
+  const detailsSentIdx = PIPELINE_STAGES.indexOf('details_sent');
+  const depositIdx = PIPELINE_STAGES.indexOf('deposit_10pct');
+  const contractSignedIdx = PIPELINE_STAGES.indexOf('contract_signed');
+  // EOI: from details_sent through contract_signed (the deal's whole life)
+  const showEoiTab = stageIdx >= detailsSentIdx && stageIdx <= contractSignedIdx;
+  // Contract: appears once the deposit's been paid (deal is committed)
+  // and stays visible until the contract is signed
+  const showContractTab = stageIdx >= depositIdx && stageIdx <= contractSignedIdx;
+  // Reservation: appears once the contract's signed and stays visible
+  // through completion (reservation is the post-contract milestone)
+  const showReservationTab = stageIdx >= contractSignedIdx;
+
+  const tabs: DetailTab[] = [
     {
       id: 'overview',
       label: 'Overview',
       content: <OverviewTab interestId={interestId} interest={interest} />,
     },
+    {
+      id: 'contact-log',
+      label: 'Contact log',
+      content: <InterestContactLogTab interestId={interestId} />,
+    },
     {
       id: 'notes',
       label: 'Notes',
@@ -548,16 +824,38 @@ export function getInterestTabs({
         <NotesList entityType="interests" entityId={interestId} currentUserId={currentUserId} />
       ),
     },
+  ];
+
+  if (showEoiTab) {
+    tabs.push({
+      id: 'eoi',
+      label: 'EOI',
+      content: <InterestEoiTab interestId={interestId} clientId={clientId} />,
+    });
+  }
+
+  if (showContractTab) {
+    tabs.push({
+      id: 'contract',
+      label: 'Contract',
+      content: <InterestContractTab interestId={interestId} clientId={clientId} />,
+    });
+  }
+
+  if (showReservationTab) {
+    tabs.push({
+      id: 'reservation',
+      label: 'Reservation',
+      content: <InterestReservationTab interestId={interestId} clientId={clientId} />,
+    });
+  }
+
+  tabs.push(
     {
       id: 'documents',
       label: 'Documents',
       content: <InterestDocumentsTab interestId={interestId} />,
     },
-    {
-      id: 'files',
-      label: 'Files',
-      content: <InterestFilesTab interestId={interestId} />,
-    },
     {
       id: 'recommendations',
       label: 'Recommendations',
@@ -568,5 +866,7 @@ export function getInterestTabs({
       label: 'Activity',
       content: <InterestTimeline interestId={interestId} />,
     },
-  ];
+  );
+
+  return tabs;
 }

src/components/interests/linked-berths-list.tsx

@@ -305,32 +305,39 @@ function LinkedBerthRowItem({ row, portSlug, eoiStatus, onUpdate, onRemove, isPe
 
       <div className="mt-3 grid grid-cols-1 gap-3 border-t pt-3 sm:grid-cols-2">
         <div className="space-y-1">
-          <div className="flex items-center justify-between gap-2">
-            <Label htmlFor={`specific-${row.berthId}`} className="text-sm font-medium">
-              Specifically pitching
-            </Label>
+          {/* Switch sits next to its label (gap-2.5) instead of being
+              flexed to the far right via justify-between — when the
+              column is wide, justify-between created a confusing visual
+              gulf between the action and what it controls. */}
+          <div className="flex items-center gap-2.5">
             <Switch
               id={`specific-${row.berthId}`}
               checked={row.isSpecificInterest}
               disabled={isPending}
               onCheckedChange={(checked) => onUpdate(row.berthId, { isSpecificInterest: checked })}
             />
+            <Label
+              htmlFor={`specific-${row.berthId}`}
+              className="text-sm font-medium cursor-pointer"
+            >
+              Specifically pitching
+            </Label>
           </div>
           <p className="text-xs text-muted-foreground">
             {row.isSpecificInterest ? SPECIFIC_CONSEQUENCE_ON : SPECIFIC_CONSEQUENCE_OFF}
           </p>
         </div>
         <div className="space-y-1">
-          <div className="flex items-center justify-between gap-2">
-            <Label htmlFor={`bundle-${row.berthId}`} className="text-sm font-medium">
-              Mark in EOI bundle
-            </Label>
+          <div className="flex items-center gap-2.5">
             <Switch
               id={`bundle-${row.berthId}`}
               checked={row.isInEoiBundle}
               disabled={isPending}
               onCheckedChange={(checked) => onUpdate(row.berthId, { isInEoiBundle: checked })}
             />
+            <Label htmlFor={`bundle-${row.berthId}`} className="text-sm font-medium cursor-pointer">
+              Mark in EOI bundle
+            </Label>
           </div>
           <p className="text-xs text-muted-foreground">
             {row.isInEoiBundle

src/components/interests/pipeline-board.tsx

@@ -7,8 +7,8 @@ import { DndContext, closestCenter, type DragEndEvent } from '@dnd-kit/core';
 
 import { PipelineColumn } from '@/components/interests/pipeline-column';
 import { apiFetch } from '@/lib/api/client';
-import { usePipelineStore } from '@/stores/pipeline-store';
 import { PIPELINE_STAGES, STAGE_LABELS } from '@/lib/constants';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
 
 interface InterestRow {
   id: string;
@@ -19,28 +19,77 @@ interface InterestRow {
   updatedAt: string;
 }
 
-export function PipelineBoard() {
+interface BoardResponse {
+  data: InterestRow[];
+  truncated: boolean;
+  total: number;
+}
+
+interface PipelineBoardProps {
+  /** Filter values from the parent's FilterBar — passed through to the
+   *  /api/v1/interests/board endpoint. Subset of listInterests filters
+   *  (no pipelineStage, no includeArchived). Optional; board works
+   *  fine without filters. */
+  filters?: Record<string, unknown>;
+}
+
+export function PipelineBoard({ filters }: PipelineBoardProps = {}) {
   const params = useParams<{ portSlug: string }>();
   const portSlug = params?.portSlug ?? '';
   const queryClient = useQueryClient();
-  const { boardFilters } = usePipelineStore();
 
-  const { data: allData, isLoading } = useQuery<{ data: InterestRow[] }>({
-    queryKey: ['interests-board', portSlug],
-    queryFn: () => apiFetch('/api/v1/interests?limit=500'),
+  // Build the board endpoint URL with the supported filter subset.
+  // pipelineStage + includeArchived are intentionally not threaded
+  // through — see boardFiltersSchema on the backend. Stable JSON-string
+  // form is reused as the queryKey so React Query caches per filter combo.
+  const queryString = useMemo(() => {
+    if (!filters) return '';
+    const params = new URLSearchParams();
+    const pick = (k: string) => {
+      const v = filters[k];
+      if (v === null || v === undefined || v === '' || v === false) return;
+      if (Array.isArray(v)) {
+        if (v.length === 0) return;
+        params.set(k, v.join(','));
+      } else {
+        params.set(k, String(v));
+      }
+    };
+    pick('search');
+    pick('leadCategory');
+    pick('source');
+    pick('eoiStatus');
+    pick('tagIds');
+    const s = params.toString();
+    return s ? `?${s}` : '';
+  }, [filters]);
+
+  const boardQueryKey = ['interests-board', portSlug, queryString] as const;
+  // Dedicated board endpoint — bypasses the paginated list's max(100)
+  // cap, projects only the 5 fields PipelineCard renders, and hard-caps
+  // at 5000 server-side. If `truncated: true`, surface a banner so the
+  // rep knows the board isn't showing every active deal.
+  const {
+    data: allData,
+    isLoading,
+    error,
+  } = useQuery<BoardResponse>({
+    queryKey: boardQueryKey,
+    queryFn: () => apiFetch(`/api/v1/interests/board${queryString}`),
   });
 
-  const interests = useMemo(() => {
-    if (!allData?.data) return [];
-    return allData.data.filter((i) => {
-      if (boardFilters.leadCategory && i.leadCategory !== boardFilters.leadCategory) return false;
-      if (boardFilters.search) {
-        const q = boardFilters.search.toLowerCase();
-        if (!i.clientName?.toLowerCase().includes(q)) return false;
-      }
-      return true;
-    });
-  }, [allData, boardFilters]);
+  // Invalidate the entire ['interests-board', portSlug, *] family so
+  // realtime events refresh whatever filter combo is currently active.
+  // Using the prefix keeps stale per-filter caches from lingering after
+  // the underlying data changes elsewhere in the app.
+  useRealtimeInvalidation({
+    'interest:created': [['interests-board', portSlug]],
+    'interest:updated': [['interests-board', portSlug]],
+    'interest:stageChanged': [['interests-board', portSlug]],
+    'interest:archived': [['interests-board', portSlug]],
+  });
+
+  const interests = useMemo(() => allData?.data ?? [], [allData]);
 
   const grouped = useMemo(() => {
     const map: Record<string, InterestRow[]> = {};
@@ -98,8 +147,31 @@ export function PipelineBoard() {
     return <div className="flex gap-3 overflow-x-auto pb-4 animate-pulse h-64" />;
   }
 
+  // Surface fetch failures instead of silently rendering nine "Empty"
+  // columns, which is indistinguishable from "no interests yet" and was
+  // exactly the bug that hid this view's silent failure for so long.
+  if (error) {
+    return (
+      <div className="rounded-md border border-destructive/30 bg-destructive/5 px-4 py-6 text-sm text-destructive">
+        Couldn&apos;t load the pipeline board.{' '}
+        <button
+          className="underline underline-offset-2"
+          onClick={() => queryClient.invalidateQueries({ queryKey: boardQueryKey })}
+        >
+          Retry
+        </button>
+      </div>
+    );
+  }
+
   return (
     <DndContext collisionDetection={closestCenter} onDragEnd={handleDragEnd}>
+      {allData?.truncated ? (
+        <div className="mb-3 rounded-md border border-amber-300 bg-amber-50 px-3 py-2 text-xs text-amber-900">
+          Showing the {allData.total.toLocaleString()} most-recently-updated interests. Older active
+          deals aren&apos;t on the board — archive completed work to keep the kanban readable.
+        </div>
+      ) : null}
       <div className="flex gap-3 overflow-x-auto pb-4">
         {PIPELINE_STAGES.map((stage) => (
           <PipelineColumn

src/components/layout/breadcrumbs.tsx

@@ -13,7 +13,8 @@ import {
   BreadcrumbPage,
   BreadcrumbSeparator,
 } from '@/components/ui/breadcrumb';
-import { usePortContext } from '@/providers/port-provider';
+import { useUIStore } from '@/stores/ui-store';
+import { useBreadcrumbStore } from '@/stores/breadcrumb-store';
 
 // Human-readable labels for route segments
 const SEGMENT_LABELS: Record<string, string> = {
@@ -51,7 +52,8 @@ function formatSegment(segment: string): string {
 
 export function Breadcrumbs() {
   const pathname = usePathname();
-  const { currentPort, currentPortSlug } = usePortContext();
+  const currentPortSlug = useUIStore((s) => s.currentPortSlug);
+  const hint = useBreadcrumbStore((s) => s.hints[pathname]);
 
   // Split pathname and filter empty segments
   const rawSegments = pathname.split('/').filter(Boolean);
@@ -62,22 +64,10 @@ export function Breadcrumbs() {
     currentPortSlug ? rawSegments.filter((seg) => seg !== currentPortSlug) : rawSegments
   ).filter((seg) => !isIdSegment(seg));
 
-  if (segments.length === 0) {
-    return (
-      <Breadcrumb>
-        <BreadcrumbList>
-          <BreadcrumbItem>
-            <BreadcrumbPage className="text-foreground font-medium">
-              {currentPort?.name ?? 'Port Nimara CRM'}
-            </BreadcrumbPage>
-          </BreadcrumbItem>
-        </BreadcrumbList>
-      </Breadcrumb>
-    );
-  }
+  if (segments.length === 0) return null;
 
-  // Build href for each segment
-  const crumbs = segments.map((segment, index) => {
+  // Build href for each segment from the URL.
+  const urlCrumbs = segments.map((segment, index) => {
     const segmentsUpToHere = rawSegments.slice(0, rawSegments.indexOf(segment, index) + 1);
     const href = '/' + segmentsUpToHere.join('/');
     const label = formatSegment(segment);
@@ -86,35 +76,37 @@ export function Breadcrumbs() {
     return { label, href, isLast };
   });
 
+  // When a detail page registered a hint, splice in the parent crumbs
+  // (e.g. the parent client name) and replace the trailing label with
+  // the entity's actual name (e.g. "B17"). This turns the URL-only
+  // "Clients › Interests" into "Clients › Mary Smith › Interest › B17"
+  // when the rep clicked from a client page. URL-only renders untouched
+  // when no hint is registered.
+  const crumbs = (() => {
+    if (!hint) return urlCrumbs;
+    const head = urlCrumbs.slice(0, -1).map((c) => ({ ...c, isLast: false }));
+    const parents = hint.parents.map((p) => ({
+      label: p.label,
+      href: p.href ?? pathname,
+      isLast: false,
+    }));
+    const lastUrlCrumb = urlCrumbs[urlCrumbs.length - 1];
+    const tail = {
+      label: hint.current,
+      href: lastUrlCrumb?.href ?? pathname,
+      isLast: true,
+    };
+    return [...head, ...parents, tail];
+  })();
+
   return (
     <Breadcrumb>
-      <BreadcrumbList>
-        {currentPort && (
-          <>
-            <BreadcrumbItem>
-              <BreadcrumbLink asChild>
-                <Link
-                  // eslint-disable-next-line @typescript-eslint/no-explicit-any
-                  href={`/${currentPortSlug}/dashboard` as any}
-                  className="text-muted-foreground hover:text-foreground transition-colors"
-                >
-                  {currentPort.name}
-                </Link>
-              </BreadcrumbLink>
-            </BreadcrumbItem>
-            {crumbs.length > 0 && (
-              <BreadcrumbSeparator>
-                <ChevronRight className="w-3 h-3" />
-              </BreadcrumbSeparator>
-            )}
-          </>
-        )}
-
+      <BreadcrumbList className="text-sm gap-1.5">
         {crumbs.map((crumb, _index) => (
           <Fragment key={crumb.href}>
             <BreadcrumbItem>
               {crumb.isLast ? (
-                <BreadcrumbPage className="font-medium text-foreground">
+                <BreadcrumbPage className="font-medium text-foreground truncate max-w-[160px]">
                   {crumb.label}
                 </BreadcrumbPage>
               ) : (
@@ -122,7 +114,7 @@ export function Breadcrumbs() {
                   <Link
                     // eslint-disable-next-line @typescript-eslint/no-explicit-any
                     href={crumb.href as any}
-                    className="text-muted-foreground hover:text-foreground transition-colors"
+                    className="text-muted-foreground hover:text-foreground transition-colors rounded px-1 -mx-1 truncate max-w-[160px]"
                   >
                     {crumb.label}
                   </Link>
@@ -130,7 +122,7 @@ export function Breadcrumbs() {
               )}
             </BreadcrumbItem>
             {!crumb.isLast && (
-              <BreadcrumbSeparator>
+              <BreadcrumbSeparator className="text-muted-foreground/40">
                 <ChevronRight className="w-3 h-3" />
               </BreadcrumbSeparator>
             )}

src/components/layout/mobile/more-sheet.tsx

@@ -9,7 +9,6 @@ import {
   BellRing,
   Bookmark,
   Building2,
-  FileText,
   Globe,
   Home,
   Mail,
@@ -43,7 +42,6 @@ const MORE_ITEMS: MoreItem[] = [
   { label: 'Interests', icon: Bookmark, segment: 'interests' },
   { label: 'Yachts', icon: Ship, segment: 'yachts' },
   { label: 'Companies', icon: Building2, segment: 'companies' },
-  { label: 'Invoices', icon: FileText, segment: 'invoices' },
   { label: 'Expenses', icon: Receipt, segment: 'expenses' },
   { label: 'Inbox', icon: Mail, segment: 'email' },
   { label: 'Reservations', icon: Anchor, segment: 'berth-reservations' },

src/components/layout/sidebar.tsx

@@ -123,7 +123,10 @@ function buildNavSections(portSlug: string | undefined): NavSection[] {
       marinaRequired: true,
       items: [
         { href: `${base}/expenses`, label: 'Expenses', icon: Receipt },
-        { href: `${base}/invoices`, label: 'Invoices', icon: FileText },
+        // Invoices nav entry removed — the expense-to-PDF flow is the
+        // only invoicing surface now (employee expense reports). The
+        // standalone /invoices route still exists for any back-compat
+        // links but is no longer surfaced in nav.
         // Dedicated explainer page covers "Add to Home Screen" install
         // + walkthrough; the mobile-only scanner UI itself lives at /scan
         // and is reached via the install or the explainer page button.
@@ -224,6 +227,7 @@ function SidebarContent({
   collapsed,
   portSlug,
   portRoles,
+  isSuperAdmin,
   hasAdminAccess,
   hasMarinaAccess,
   hasResidentialAccess,
@@ -234,6 +238,7 @@ function SidebarContent({
   collapsed: boolean;
   portSlug: string | undefined;
   portRoles: SidebarProps['portRoles'];
+  isSuperAdmin: boolean;
   hasAdminAccess: boolean;
   hasMarinaAccess: boolean;
   hasResidentialAccess: boolean;
@@ -246,6 +251,14 @@ function SidebarContent({
   const [adminExpanded, setAdminExpanded] = useState(true);
   const sections = buildNavSections(portSlug);
 
+  // Small label under the user identity when the user has access to more
+  // than one port — disambiguates which port is currently active without
+  // pulling the port name back into the breadcrumbs.
+  const showPortLabel = !!ports && ports.length > 1;
+  const currentPortName = showPortLabel
+    ? (ports.find((p) => p.slug === portSlug)?.name ?? null)
+    : null;
+
   // Pre-compute every nav href the sidebar offers across all sections so
   // the active-state check can do longest-prefix-match. Without this,
   // /invoices/upload-receipts would highlight both "Invoices" and "How to
@@ -403,8 +416,11 @@ function SidebarContent({
                       variant="outline"
                       className="text-[10px] px-1.5 py-0 text-[#83aab1] border-[#474e66] mt-0.5"
                     >
-                      {humanizeRole(portRoles[0]?.role?.name)}
+                      {isSuperAdmin ? 'Super Admin' : humanizeRole(portRoles[0]?.role?.name)}
                     </Badge>
+                    {currentPortName && (
+                      <p className="mt-1 text-[10px] text-[#71768a] truncate">{currentPortName}</p>
+                    )}
                   </div>
                 </button>
               }
@@ -417,8 +433,10 @@ function SidebarContent({
 }
 
 export function Sidebar({ portRoles, isSuperAdmin = false, user, ports }: SidebarProps) {
-  const sidebarCollapsed = useUIStore((s) => s.sidebarCollapsed);
-  const toggleSidebar = useUIStore((s) => s.toggleSidebar);
+  // Sidebar collapse removed — design preference is the always-expanded
+  // form. Forcibly false; the store flag stays for backwards-compat with
+  // any code still reading it.
+  const sidebarCollapsed = false;
   const currentPortSlug = useUIStore((s) => s.currentPortSlug);
 
   // Super admins see every section regardless of role rows.
@@ -448,12 +466,12 @@ export function Sidebar({ portRoles, isSuperAdmin = false, user, ports }: Sideba
         collapsed={sidebarCollapsed}
         portSlug={currentPortSlug ?? undefined}
         portRoles={portRoles}
+        isSuperAdmin={isSuperAdmin}
         hasAdminAccess={hasAdminAccess}
         hasMarinaAccess={hasMarinaAccess}
         hasResidentialAccess={hasResidentialAccess}
         user={user}
         ports={ports}
-        onToggleCollapse={toggleSidebar}
       />
     </aside>
   );

src/components/layout/topbar.tsx

@@ -1,9 +1,11 @@
 'use client';
 
-import { Plus } from 'lucide-react';
-import { useRouter } from 'next/navigation';
+import { ChevronLeft, Plus } from 'lucide-react';
+import { useRouter, usePathname } from 'next/navigation';
 
 import { useUIStore } from '@/stores/ui-store';
+import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
+import { cn } from '@/lib/utils';
 import { Button } from '@/components/ui/button';
 import { Avatar, AvatarFallback, AvatarImage } from '@/components/ui/avatar';
 import { Separator } from '@/components/ui/separator';
@@ -28,16 +30,46 @@ interface TopbarProps {
 
 export function Topbar({ ports, user }: TopbarProps) {
   const router = useRouter();
+  const pathname = usePathname();
   const currentPortSlug = useUIStore((s) => s.currentPortSlug);
   const base = currentPortSlug ? `/${currentPortSlug}` : '';
+  // Reuse the existing per-page chrome state (originally built for the
+  // mobile topbar) so any detail page that already declares
+  // `showBackButton: true` automatically gets the back affordance on
+  // desktop too. Saves duplicating the wiring across N detail headers.
+  const { showBackButton: mobileShowBack } = useMobileChrome();
+  // Auto-show on entity-detail pages: `/[portSlug]/[section]/[id]` and
+  // deeper. Top-level lists like `/[portSlug]/clients` stay clean.
+  // The mobile-chrome flag still wins when a page explicitly opts in.
+  // Pages that already render their own "back to X" link inline
+  // (residential interest detail, expense scan flow, etc.) opt OUT
+  // by setting the chrome flag to false on mount — the flag override
+  // path here lets them suppress this auto-show.
+  const segments = pathname.split('/').filter(Boolean);
+  const isDeepPage = segments.length > 2;
+  const showBackButton = mobileShowBack || isDeepPage;
 
   return (
     // Three-column grid: breadcrumbs left, search center, actions right.
     // The brand logo lives in the sidebar header (per design feedback) so the
     // topbar center is dedicated to the global search bar.
     <header className="grid h-14 grid-cols-[minmax(0,1fr)_minmax(360px,640px)_minmax(0,1fr)] items-center border-b border-border bg-background gap-3 px-4 shrink-0">
-      {/* LEFT: breadcrumbs / page title */}
-      <div className="min-w-0">
+      {/* LEFT: optional back button + breadcrumbs / page title */}
+      <div className="min-w-0 flex items-center gap-1.5">
+        {showBackButton && (
+          <button
+            type="button"
+            onClick={() => router.back()}
+            aria-label="Go back"
+            title="Go back"
+            className={cn(
+              'inline-flex h-8 w-8 shrink-0 items-center justify-center rounded-md',
+              'text-muted-foreground hover:text-foreground hover:bg-accent transition-colors',
+            )}
+          >
+            <ChevronLeft className="h-4 w-4" />
+          </button>
+        )}
         <Breadcrumbs />
       </div>
 
@@ -100,8 +132,12 @@ export function Topbar({ ports, user }: TopbarProps) {
           user={user}
           ports={ports}
           trigger={
-            <Button variant="ghost" size="icon" className="rounded-full">
-              <Avatar className="w-7 h-7 shadow-sm ring-2 ring-background">
+            // Button shrunk to match the Avatar's visible footprint so
+            // the hover halo lands as a tight circle behind the avatar
+            // (was h-11 w-11 default — the rounded-full halo extended
+            // well past the visible avatar and read as a square glow).
+            <Button variant="ghost" className="rounded-full h-9 w-9 p-0">
+              <Avatar className="w-7 h-7">
                 <AvatarImage src={undefined} />
                 <AvatarFallback className="bg-brand text-white text-xs font-semibold">
                   {(user?.name ?? 'U').slice(0, 1).toUpperCase()}

src/components/shared/column-picker.tsx

@@ -0,0 +1,133 @@
+'use client';
+
+import { Columns3, Check, Bookmark } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+
+export interface ColumnPickerOption {
+  /** Stable ID matching the column's `id` field in the table. */
+  id: string;
+  /** Human-readable label shown in the dropdown menu. */
+  label: string;
+  /**
+   * When true, the column can't be toggled off (e.g. Name + actions).
+   * It still appears in the menu but with a disabled checkmark.
+   */
+  alwaysVisible?: boolean;
+}
+
+/**
+ * Dropdown menu for toggling table column visibility. Lives next to the
+ * filter bar — single source of truth for which columns the current
+ * user wants to see in this table. Persistence is handled by the
+ * parent (typically via `useTablePreferences`).
+ */
+export function ColumnPicker({
+  columns,
+  hidden,
+  onChange,
+  onSaveView,
+}: {
+  columns: ColumnPickerOption[];
+  hidden: string[];
+  onChange: (hidden: string[]) => void;
+  /**
+   * Optional callback. When provided, a "Save current view" item is
+   * appended to the menu — folds the save-view affordance into the
+   * column picker instead of a separate top-level button.
+   */
+  onSaveView?: () => void;
+}) {
+  const hiddenSet = new Set(hidden);
+
+  function toggle(id: string) {
+    const next = new Set(hiddenSet);
+    if (next.has(id)) next.delete(id);
+    else next.add(id);
+    onChange(Array.from(next));
+  }
+
+  function showAll() {
+    onChange([]);
+  }
+
+  // The "All visible" affordance is only useful when something is
+  // hidden — a no-op button is noise.
+  const canShowAll = hidden.some((id) =>
+    columns.some((col) => col.id === id && !col.alwaysVisible),
+  );
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5 h-8">
+          <Columns3 className="h-3.5 w-3.5" />
+          <span className="hidden sm:inline">Columns</span>
+        </Button>
+      </DropdownMenuTrigger>
+      <DropdownMenuContent align="end" className="w-56">
+        <DropdownMenuLabel className="text-xs text-muted-foreground">
+          Show / hide columns
+        </DropdownMenuLabel>
+        <DropdownMenuSeparator />
+        {columns.map((col) => {
+          const isVisible = !hiddenSet.has(col.id);
+          return (
+            <DropdownMenuItem
+              key={col.id}
+              disabled={col.alwaysVisible}
+              onSelect={(e) => {
+                // Keep the menu open while toggling so the user can
+                // flip multiple columns in one pass.
+                e.preventDefault();
+                if (col.alwaysVisible) return;
+                toggle(col.id);
+              }}
+              className="flex items-center gap-2"
+            >
+              <span
+                aria-hidden
+                className={`flex h-4 w-4 items-center justify-center rounded-sm border ${
+                  isVisible ? 'bg-primary border-primary text-primary-foreground' : 'border-border'
+                }`}
+              >
+                {isVisible && <Check className="h-3 w-3" />}
+              </span>
+              <span className="flex-1">{col.label}</span>
+              {col.alwaysVisible && (
+                <span className="text-[10px] uppercase tracking-wide text-muted-foreground">
+                  always
+                </span>
+              )}
+            </DropdownMenuItem>
+          );
+        })}
+        {canShowAll && (
+          <>
+            <DropdownMenuSeparator />
+            <DropdownMenuItem onClick={showAll} className="text-xs text-muted-foreground">
+              Show all columns
+            </DropdownMenuItem>
+          </>
+        )}
+        {onSaveView && (
+          <>
+            <DropdownMenuSeparator />
+            <DropdownMenuItem onClick={onSaveView}>
+              <Bookmark className="mr-2 h-3.5 w-3.5" />
+              Save current view
+            </DropdownMenuItem>
+          </>
+        )}
+      </DropdownMenuContent>
+    </DropdownMenu>
+  );
+}

src/components/shared/data-table.tsx

@@ -8,6 +8,7 @@ import {
   type ColumnDef,
   type Row,
   type RowSelectionState,
+  type VisibilityState,
 } from '@tanstack/react-table';
 import { ArrowDown, ArrowUp, ArrowUpDown, Loader2 } from 'lucide-react';
 
@@ -51,6 +52,12 @@ interface DataTableProps<TData> {
   isLoading?: boolean;
   getRowId?: (row: TData) => string;
   onRowClick?: (row: TData) => void;
+  /**
+   * Optional row class hook — return a string of Tailwind utilities
+   * applied to the `<TableRow>`. Use for visual grouping (e.g. tinting
+   * berths by mooring letter so the kanban-like grid reads at a glance).
+   */
+  getRowClassName?: (row: TData) => string | undefined;
   /**
    * Mobile card renderer. When provided, the table is hidden below `lg:`
    * and replaced with a vertical list of cards built from this callback.
@@ -58,6 +65,13 @@ interface DataTableProps<TData> {
    * sort, and selection stay in sync across the breakpoint.
    */
   cardRender?: (row: Row<TData>) => React.ReactNode;
+  /**
+   * Per-column visibility map. Keys are column IDs, values mean
+   * "currently visible". Columns absent from the map are visible by
+   * default — newly-added columns surface for existing users without
+   * needing a preferences migration.
+   */
+  columnVisibility?: VisibilityState;
 }
 
 export function DataTable<TData>({
@@ -74,7 +88,9 @@ export function DataTable<TData>({
   isLoading,
   getRowId,
   onRowClick,
+  getRowClassName,
   cardRender,
+  columnVisibility,
 }: DataTableProps<TData>) {
   const [internalSelection, setInternalSelection] = useState<RowSelectionState>({});
   const rowSelectionState = externalSelection ?? internalSelection;
@@ -122,6 +138,7 @@ export function DataTable<TData>({
       pagination: pagination
         ? { pageIndex: pagination.page - 1, pageSize: pagination.pageSize }
         : undefined,
+      columnVisibility,
     },
     onRowSelectionChange: (updater) => {
       const newSelection = typeof updater === 'function' ? updater(rowSelectionState) : updater;
@@ -215,7 +232,7 @@ export function DataTable<TData>({
                 <TableRow
                   key={row.id}
                   data-state={row.getIsSelected() && 'selected'}
-                  className={cn(onRowClick && 'cursor-pointer')}
+                  className={cn(onRowClick && 'cursor-pointer', getRowClassName?.(row.original))}
                   onClick={() => onRowClick?.(row.original)}
                 >
                   {row.getVisibleCells().map((cell) => (
@@ -247,34 +264,61 @@ export function DataTable<TData>({
         </ul>
       )}
 
-      {/* Pagination */}
-      {pagination && pagination.totalPages > 1 && (
-        <div className="flex items-center justify-between px-2">
+      {/* Pagination — render whenever pagination is defined so the
+          page-size selector is reachable even on single-page tables.
+          Prev/Next group only renders when there's actually more than
+          one page. */}
+      {pagination && (
+        <div className="flex items-center justify-between px-2 gap-3 flex-wrap">
           <div className="text-sm text-muted-foreground">
             {selectedIds.length > 0
               ? `${selectedIds.length} of ${pagination.total} row(s) selected`
               : `${pagination.total} row(s) total`}
           </div>
-          <div className="flex items-center gap-2">
-            <Button
-              variant="outline"
-              size="sm"
-              disabled={pagination.page <= 1}
-              onClick={() => onPaginationChange?.(pagination.page - 1, pagination.pageSize)}
-            >
-              Previous
-            </Button>
-            <span className="text-sm text-muted-foreground">
-              Page {pagination.page} of {pagination.totalPages}
-            </span>
-            <Button
-              variant="outline"
-              size="sm"
-              disabled={pagination.page >= pagination.totalPages}
-              onClick={() => onPaginationChange?.(pagination.page + 1, pagination.pageSize)}
-            >
-              Next
-            </Button>
+          <div className="flex items-center gap-3">
+            {/* Page-size selector — "All" maps to the validator's
+                max(1000) cap. If a port has more than 1000 active rows
+                the user paginates; we don't quietly drop rows. */}
+            <label className="text-sm text-muted-foreground inline-flex items-center gap-1.5">
+              Show
+              <select
+                value={String(pagination.pageSize)}
+                onChange={(e) => {
+                  const next = e.target.value === 'all' ? 1000 : Number(e.target.value);
+                  onPaginationChange?.(1, next);
+                }}
+                className="h-8 rounded-md border border-input bg-background px-2 text-sm focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring"
+              >
+                <option value="25">25</option>
+                <option value="50">50</option>
+                <option value="100">100</option>
+                <option value="250">250</option>
+                <option value="all">All</option>
+              </select>
+            </label>
+            {pagination.totalPages > 1 && (
+              <div className="flex items-center gap-2">
+                <Button
+                  variant="outline"
+                  size="sm"
+                  disabled={pagination.page <= 1}
+                  onClick={() => onPaginationChange?.(pagination.page - 1, pagination.pageSize)}
+                >
+                  Previous
+                </Button>
+                <span className="text-sm text-muted-foreground">
+                  Page {pagination.page} of {pagination.totalPages}
+                </span>
+                <Button
+                  variant="outline"
+                  size="sm"
+                  disabled={pagination.page >= pagination.totalPages}
+                  onClick={() => onPaginationChange?.(pagination.page + 1, pagination.pageSize)}
+                >
+                  Next
+                </Button>
+              </div>
+            )}
           </div>
         </div>
       )}

src/components/shared/filter-bar.tsx

@@ -184,16 +184,22 @@ function FilterField({
         </div>
       );
 
-    case 'select':
+    case 'select': {
+      // Radix Select forbids empty-string item values (throws at render
+      // time, crashes the page). Use a sentinel and translate.
+      const ANY = '__any__';
       return (
         <div className="space-y-1">
           <Label className="text-xs">{definition.label}</Label>
-          <Select value={(value as string) ?? ''} onValueChange={(v) => onChange(v || undefined)}>
+          <Select
+            value={(value as string) || ANY}
+            onValueChange={(v) => onChange(v === ANY ? undefined : v)}
+          >
             <SelectTrigger className="h-8">
               <SelectValue placeholder={definition.placeholder ?? 'Any'} />
             </SelectTrigger>
             <SelectContent>
-              <SelectItem value="">Any</SelectItem>
+              <SelectItem value={ANY}>Any</SelectItem>
               {definition.options?.map((opt) => (
                 <SelectItem key={opt.value} value={opt.value}>
                   {opt.label}
@@ -203,6 +209,7 @@ function FilterField({
           </Select>
         </div>
       );
+    }
 
     case 'multi-select':
       return (

src/components/shared/inline-editable-field.tsx

@@ -1,7 +1,7 @@
 'use client';
 
 import { useEffect, useRef, useState } from 'react';
-import { Loader2, Pencil } from 'lucide-react';
+import { ChevronDown, Loader2, Pencil } from 'lucide-react';
 
 import { toastError } from '@/lib/api/toast-error';
 import { Input } from '@/components/ui/input';
@@ -98,33 +98,25 @@ export function InlineEditableField(props: InlineEditableFieldProps) {
   }
 
   if (props.variant === 'select') {
+    // Picker fields don't need a read/edit mode toggle — a Select is
+    // already a click-to-open control. Rendering one consistent
+    // SelectTrigger eliminates the width jump that happened when we
+    // swapped from a content-sized ReadButton to a w-full SelectTrigger
+    // on click (and back again on selection). The trigger now stays at
+    // a single width whether the popover is open or closed, so the
+    // dropdown menu visually aligns to the same control across states.
     const labelFor = (v: string | null | undefined) =>
       v ? (props.options.find((o) => o.value === v)?.label ?? v) : null;
 
-    if (!editing) {
-      return (
-        <ReadButton
-          value={labelFor(value)}
-          emptyText={emptyText}
-          disabled={disabled}
-          onClick={() => setEditing(true)}
-          className={className}
-        />
-      );
-    }
-
     return (
       <div className={cn('flex items-center gap-1', className)}>
         <Select
-          value={draft}
+          value={value ?? ''}
           onValueChange={(v) => void commit(v)}
-          open
-          onOpenChange={(open) => {
-            if (!open && !saving) setEditing(false);
-          }}
+          disabled={disabled || saving}
         >
-          <SelectTrigger className="h-7 text-sm w-full">
-            <SelectValue placeholder={placeholder} />
+          <SelectTrigger className="h-8 text-sm w-full">
+            <SelectValue placeholder={emptyText}>{labelFor(value) ?? emptyText}</SelectValue>
           </SelectTrigger>
           <SelectContent>
             {props.options.map((o) => (
@@ -228,6 +220,7 @@ function ReadButton({
   disabled,
   onClick,
   multiline,
+  kind = 'text',
   className,
 }: {
   value: string | null;
@@ -235,8 +228,13 @@ function ReadButton({
   disabled?: boolean;
   onClick: () => void;
   multiline?: boolean;
+  /** Icon affordance: 'text' shows a pencil (free-text edit), 'select'
+   *  shows a chevron-down (fixed-list picker). The chevron clarifies
+   *  that clicking opens a dropdown, not a text input. */
+  kind?: 'text' | 'select';
   className?: string;
 }) {
+  const Icon = kind === 'select' ? ChevronDown : Pencil;
   return (
     <button
       type="button"
@@ -246,6 +244,9 @@ function ReadButton({
         'group rounded px-1 -mx-1 py-0.5 text-left text-sm',
         multiline ? 'flex w-full items-start gap-1.5' : 'inline-flex items-center gap-1.5',
         'hover:bg-muted/60 focus-visible:bg-muted/60 focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring',
+        // Select-kind buttons get a faint border so they read as a
+        // distinct interactive element rather than text-with-an-icon.
+        kind === 'select' && 'border border-border bg-background hover:bg-accent',
         disabled && 'cursor-not-allowed opacity-60 hover:bg-transparent',
         className,
       )}
@@ -260,11 +261,14 @@ function ReadButton({
         {value ?? emptyText}
       </span>
       {!disabled && (
-        <Pencil
+        <Icon
           className={cn(
-            // Show the pencil faintly at rest so users discover the field is
-            // editable without having to hover-and-test every label.
-            'h-3 w-3 opacity-20 transition-opacity group-hover:opacity-60',
+            // Pencil sits faintly so users discover free-text editability
+            // on hover; chevron is more present so the dropdown affordance
+            // is obvious before any interaction.
+            kind === 'select'
+              ? 'h-3.5 w-3.5 opacity-60 transition-opacity group-hover:opacity-100'
+              : 'h-3 w-3 opacity-20 transition-opacity group-hover:opacity-60',
             multiline && 'mt-1 shrink-0',
           )}
         />

src/components/shared/notes-list.tsx

@@ -18,32 +18,72 @@ interface Note {
   isLocked: boolean;
   createdAt: string;
   updatedAt: string;
+  /** Aggregated-mode only: which child entity this note came from. */
+  source?: 'client' | 'interest' | 'yacht';
+  sourceId?: string;
+  sourceLabel?: string;
 }
 
 interface NotesListProps {
-  entityType: 'clients' | 'interests' | 'yachts' | 'companies';
+  entityType:
+    | 'clients'
+    | 'interests'
+    | 'yachts'
+    | 'companies'
+    | 'residential_clients'
+    | 'residential_interests';
   entityId: string;
   currentUserId?: string;
+  /**
+   * When `entityType='clients'` and this is true, the list aggregates
+   * notes from the client + their interests + directly-owned yachts.
+   * Notes from interests/yachts render with a source chip and are
+   * read-only here (edit them on the source entity's page).
+   */
+  aggregate?: boolean;
 }
 
 const NOTE_EDIT_WINDOW_MS = 15 * 60 * 1000; // 15 minutes
 
-export function NotesList({ entityType, entityId, currentUserId }: NotesListProps) {
+/** Sort by source then chronologically inside each source.
+ *  Used by the aggregated view's "Group by source" toggle. */
+function sortByGroup(notes: Note[]): Note[] {
+  const sourceOrder: Record<string, number> = { client: 0, interest: 1, yacht: 2 };
+  return [...notes].sort((a, b) => {
+    const aRank = sourceOrder[a.source ?? 'client'] ?? 99;
+    const bRank = sourceOrder[b.source ?? 'client'] ?? 99;
+    if (aRank !== bRank) return aRank - bRank;
+    const aLabel = a.sourceLabel ?? '';
+    const bLabel = b.sourceLabel ?? '';
+    if (aLabel !== bLabel) return aLabel.localeCompare(bLabel);
+    return new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime();
+  });
+}
+
+export function NotesList({ entityType, entityId, currentUserId, aggregate }: NotesListProps) {
   const queryClient = useQueryClient();
   const [newNote, setNewNote] = useState('');
   const [editingId, setEditingId] = useState<string | null>(null);
   const [editContent, setEditContent] = useState('');
+  const [groupBySource, setGroupBySource] = useState(false);
 
-  const endpoint = `/api/v1/${entityType}/${entityId}/notes`;
-  const queryKey = [entityType, entityId, 'notes'];
+  const aggregateOn = aggregate && entityType === 'clients';
+  const baseEndpoint = `/api/v1/${entityType}/${entityId}/notes`;
+  const listEndpoint = aggregateOn ? `${baseEndpoint}?aggregate=true` : baseEndpoint;
+  const queryKey = [entityType, entityId, 'notes', aggregateOn ? 'aggregated' : 'own'];
 
   const { data: notes = [], isLoading } = useQuery<Note[]>({
     queryKey,
-    queryFn: () => apiFetch<{ data: Note[] }>(endpoint).then((r) => r.data),
+    queryFn: () => apiFetch<{ data: Note[] }>(listEndpoint).then((r) => r.data),
   });
 
+  // Mutations always target the parent entity (client). Aggregated
+  // notes from interests/yachts are read-only here — the rep edits
+  // them on the source entity's page (we surface a "Open source" link
+  // below). Keeping mutations against `baseEndpoint` keeps the POST
+  // route handler clean.
   const createMutation = useMutation({
-    mutationFn: (content: string) => apiFetch(endpoint, { method: 'POST', body: { content } }),
+    mutationFn: (content: string) => apiFetch(baseEndpoint, { method: 'POST', body: { content } }),
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey });
       setNewNote('');
@@ -52,7 +92,7 @@ export function NotesList({ entityType, entityId, currentUserId }: NotesListProp
 
   const updateMutation = useMutation({
     mutationFn: ({ noteId, content }: { noteId: string; content: string }) =>
-      apiFetch(`${endpoint}/${noteId}`, { method: 'PATCH', body: { content } }),
+      apiFetch(`${baseEndpoint}/${noteId}`, { method: 'PATCH', body: { content } }),
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey });
       setEditingId(null);
@@ -60,13 +100,17 @@ export function NotesList({ entityType, entityId, currentUserId }: NotesListProp
   });
 
   const deleteMutation = useMutation({
-    mutationFn: (noteId: string) => apiFetch(`${endpoint}/${noteId}`, { method: 'DELETE' }),
+    mutationFn: (noteId: string) => apiFetch(`${baseEndpoint}/${noteId}`, { method: 'DELETE' }),
     onSuccess: () => queryClient.invalidateQueries({ queryKey }),
   });
 
   function canEdit(note: Note): boolean {
     if (note.authorId !== currentUserId) return false;
     if (note.isLocked) return false;
+    // Aggregated view: only client-level notes are editable in-place.
+    // Notes from interests/yachts must be edited on their own page so
+    // the right entity timeline records the change.
+    if (aggregateOn && note.source && note.source !== 'client') return false;
     const elapsed = Date.now() - new Date(note.createdAt).getTime();
     return elapsed < NOTE_EDIT_WINDOW_MS;
   }
@@ -105,6 +149,29 @@ export function NotesList({ entityType, entityId, currentUserId }: NotesListProp
         </div>
       </div>
 
+      {/* Aggregated-mode controls — sort toggle. Only renders when
+       *  aggregation is on and there's actually content to group. */}
+      {aggregateOn && notes.length > 0 && (
+        <div className="flex items-center justify-end gap-2 text-xs text-muted-foreground">
+          <span>View:</span>
+          <button
+            type="button"
+            className={!groupBySource ? 'font-medium text-foreground' : 'hover:text-foreground'}
+            onClick={() => setGroupBySource(false)}
+          >
+            Chronological
+          </button>
+          <span>·</span>
+          <button
+            type="button"
+            className={groupBySource ? 'font-medium text-foreground' : 'hover:text-foreground'}
+            onClick={() => setGroupBySource(true)}
+          >
+            Group by source
+          </button>
+        </div>
+      )}
+
       {/* Notes list */}
       {isLoading ? (
         <div className="text-center py-8 text-muted-foreground">Loading notes...</div>
@@ -112,7 +179,7 @@ export function NotesList({ entityType, entityId, currentUserId }: NotesListProp
         <div className="text-center py-8 text-muted-foreground">No notes yet</div>
       ) : (
         <div className="space-y-3">
-          {notes.map((note) => (
+          {(groupBySource ? sortByGroup(notes) : notes).map((note) => (
             <div key={note.id} className="flex gap-3 p-3 rounded-lg border bg-card">
               <Avatar className="h-8 w-8 shrink-0">
                 <AvatarFallback className="text-xs">
@@ -120,11 +187,23 @@ export function NotesList({ entityType, entityId, currentUserId }: NotesListProp
                 </AvatarFallback>
               </Avatar>
               <div className="flex-1 min-w-0 space-y-1">
-                <div className="flex items-center gap-2 text-sm">
+                <div className="flex items-center gap-2 text-sm flex-wrap">
                   <span className="font-medium">{note.authorName ?? 'User'}</span>
                   <span className="text-muted-foreground">
                     {formatDistanceToNow(new Date(note.createdAt), { addSuffix: true })}
                   </span>
+                  {aggregateOn && note.source && note.source !== 'client' && note.sourceLabel && (
+                    <span
+                      className={
+                        note.source === 'interest'
+                          ? 'inline-flex items-center rounded-full bg-blue-100 text-blue-900 px-1.5 py-0.5 text-[10px] font-medium'
+                          : 'inline-flex items-center rounded-full bg-emerald-100 text-emerald-900 px-1.5 py-0.5 text-[10px] font-medium'
+                      }
+                      title={`From ${note.source}`}
+                    >
+                      {note.source === 'interest' ? 'Interest' : 'Yacht'} · {note.sourceLabel}
+                    </span>
+                  )}
                   {note.isLocked && <Lock className="h-3 w-3 text-muted-foreground" />}
                   {canEdit(note) && (
                     <span className="text-xs text-muted-foreground">{getTimeRemaining(note)}</span>

src/components/shared/save-view-dialog.tsx

@@ -0,0 +1,82 @@
+'use client';
+
+import { useState } from 'react';
+
+import { Button } from '@/components/ui/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { useSavedViews } from '@/hooks/use-saved-views';
+
+interface SaveViewDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  entityType: string;
+  currentFilters: Record<string, unknown>;
+  currentSort?: { field: string; direction: 'asc' | 'desc' };
+}
+
+/**
+ * Standalone save-view dialog. Lifted out of SavedViewsDropdown so the
+ * "Save current view" affordance can live inside the column picker
+ * (where the rep is already configuring the table) instead of as a
+ * top-level button. SavedViewsDropdown now only handles browsing and
+ * applying existing views — the save and read concerns are split.
+ */
+export function SaveViewDialog({
+  open,
+  onOpenChange,
+  entityType,
+  currentFilters,
+  currentSort,
+}: SaveViewDialogProps) {
+  const { saveCurrentView } = useSavedViews(entityType);
+  const [viewName, setViewName] = useState('');
+  const [isSaving, setIsSaving] = useState(false);
+
+  async function handleSave() {
+    if (!viewName.trim()) return;
+    setIsSaving(true);
+    try {
+      await saveCurrentView(viewName.trim(), currentFilters, currentSort);
+      onOpenChange(false);
+      setViewName('');
+    } finally {
+      setIsSaving(false);
+    }
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="sm:max-w-sm">
+        <DialogHeader>
+          <DialogTitle>Save view</DialogTitle>
+        </DialogHeader>
+        <div className="space-y-2">
+          <Label>View name</Label>
+          <Input
+            value={viewName}
+            onChange={(e) => setViewName(e.target.value)}
+            placeholder="My custom view"
+            onKeyDown={(e) => e.key === 'Enter' && handleSave()}
+            autoFocus
+          />
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+          <Button onClick={handleSave} disabled={!viewName.trim() || isSaving}>
+            Save
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

src/components/shared/saved-views-dropdown.tsx

@@ -1,135 +1,73 @@
 'use client';
 
-import { useState } from 'react';
-import { Bookmark, Check, Plus, Trash2 } from 'lucide-react';
+import { Bookmark, Check, Trash2 } from 'lucide-react';
 
 import { Button } from '@/components/ui/button';
 import {
   DropdownMenu,
   DropdownMenuContent,
   DropdownMenuItem,
-  DropdownMenuSeparator,
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu';
-import {
-  Dialog,
-  DialogContent,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from '@/components/ui/dialog';
-import { Input } from '@/components/ui/input';
-import { Label } from '@/components/ui/label';
 import { useSavedViews } from '@/hooks/use-saved-views';
 
 interface SavedViewsDropdownProps {
   entityType: string;
-  currentFilters: Record<string, unknown>;
-  currentSort?: { field: string; direction: 'asc' | 'desc' };
-  onApplyView: (filters: Record<string, unknown>, sort?: { field: string; direction: string }) => void;
+  onApplyView: (
+    filters: Record<string, unknown>,
+    sort?: { field: string; direction: string },
+  ) => void;
 }
 
-export function SavedViewsDropdown({
-  entityType,
-  currentFilters,
-  currentSort,
-  onApplyView,
-}: SavedViewsDropdownProps) {
-  const { views, activeViewId, saveCurrentView, deleteView, applyView } =
-    useSavedViews(entityType);
-  const [saveOpen, setSaveOpen] = useState(false);
-  const [viewName, setViewName] = useState('');
-  const [isSaving, setIsSaving] = useState(false);
+/**
+ * Read-only browser for saved views. The "Save current view" affordance
+ * has moved into the ColumnPicker menu (see SaveViewDialog). This
+ * component renders nothing when the user has no saved views — the
+ * Bookmark button on its own is just visual noise until something has
+ * been saved.
+ */
+export function SavedViewsDropdown({ entityType, onApplyView }: SavedViewsDropdownProps) {
+  const { views, activeViewId, deleteView, applyView } = useSavedViews(entityType);
 
-  async function handleSave() {
-    if (!viewName.trim()) return;
-    setIsSaving(true);
-    try {
-      await saveCurrentView(viewName.trim(), currentFilters, currentSort);
-      setSaveOpen(false);
-      setViewName('');
-    } finally {
-      setIsSaving(false);
-    }
-  }
+  if (views.length === 0) return null;
 
   return (
-    <>
-      <DropdownMenu>
-        <DropdownMenuTrigger asChild>
-          <Button variant="outline" size="sm" className="h-8">
-            <Bookmark className="mr-1.5 h-3.5 w-3.5" />
-            Views
-          </Button>
-        </DropdownMenuTrigger>
-        <DropdownMenuContent align="end" className="w-56">
-          {views.length === 0 ? (
-            <div className="px-2 py-3 text-sm text-muted-foreground text-center">
-              No saved views yet
-            </div>
-          ) : (
-            views.map((view) => (
-              <DropdownMenuItem
-                key={view.id}
-                className="flex items-center justify-between"
-                onClick={() => {
-                  applyView(view.id);
-                  onApplyView(
-                    view.filters as Record<string, unknown>,
-                    view.sortConfig as { field: string; direction: string } | undefined,
-                  );
+    <DropdownMenu>
+      <DropdownMenuTrigger asChild>
+        <Button variant="outline" size="sm" className="h-8">
+          <Bookmark className="mr-1.5 h-3.5 w-3.5" />
+          Views
+        </Button>
+      </DropdownMenuTrigger>
+      <DropdownMenuContent align="end" className="w-56">
+        {views.map((view) => (
+          <DropdownMenuItem
+            key={view.id}
+            className="flex items-center justify-between"
+            onClick={() => {
+              applyView(view.id);
+              onApplyView(
+                view.filters as Record<string, unknown>,
+                view.sortConfig as { field: string; direction: string } | undefined,
+              );
+            }}
+          >
+            <span className="truncate">{view.name}</span>
+            <div className="flex items-center gap-1">
+              {activeViewId === view.id && <Check className="h-3.5 w-3.5 text-primary" />}
+              <button
+                className="p-0.5 rounded hover:bg-muted"
+                onClick={(e) => {
+                  e.stopPropagation();
+                  deleteView(view.id);
                 }}
               >
-                <span className="truncate">{view.name}</span>
-                <div className="flex items-center gap-1">
-                  {activeViewId === view.id && (
-                    <Check className="h-3.5 w-3.5 text-primary" />
-                  )}
-                  <button
-                    className="p-0.5 rounded hover:bg-muted"
-                    onClick={(e) => {
-                      e.stopPropagation();
-                      deleteView(view.id);
-                    }}
-                  >
-                    <Trash2 className="h-3 w-3 text-muted-foreground" />
-                  </button>
-                </div>
-              </DropdownMenuItem>
-            ))
-          )}
-          <DropdownMenuSeparator />
-          <DropdownMenuItem onClick={() => setSaveOpen(true)}>
-            <Plus className="mr-2 h-3.5 w-3.5" />
-            Save current view
+                <Trash2 className="h-3 w-3 text-muted-foreground" />
+              </button>
+            </div>
           </DropdownMenuItem>
-        </DropdownMenuContent>
-      </DropdownMenu>
-
-      <Dialog open={saveOpen} onOpenChange={setSaveOpen}>
-        <DialogContent className="sm:max-w-sm">
-          <DialogHeader>
-            <DialogTitle>Save View</DialogTitle>
-          </DialogHeader>
-          <div className="space-y-2">
-            <Label>View name</Label>
-            <Input
-              value={viewName}
-              onChange={(e) => setViewName(e.target.value)}
-              placeholder="My custom view"
-              onKeyDown={(e) => e.key === 'Enter' && handleSave()}
-            />
-          </div>
-          <DialogFooter>
-            <Button variant="outline" onClick={() => setSaveOpen(false)}>
-              Cancel
-            </Button>
-            <Button onClick={handleSave} disabled={!viewName.trim() || isSaving}>
-              Save
-            </Button>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </>
+        ))}
+      </DropdownMenuContent>
+    </DropdownMenu>
   );
 }

src/components/yachts/yacht-detail-header.tsx

@@ -14,6 +14,7 @@ import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
 import { PermissionGate } from '@/components/shared/permission-gate';
 import { YachtForm } from '@/components/yachts/yacht-form';
 import { YachtTransferDialog } from '@/components/yachts/yacht-transfer-dialog';
+import { formatYachtDimensionsBothUnits } from '@/components/yachts/yacht-dimensions';
 import { apiFetch } from '@/lib/api/client';
 import { toastError } from '@/lib/api/toast-error';
 
@@ -95,18 +96,9 @@ export function OwnerLink({
 }
 
 function formatDimensions(yacht: YachtDetailHeaderYacht): string | null {
-  const parts: string[] = [];
-  if (yacht.lengthFt) parts.push(`${yacht.lengthFt} ft`);
-  if (yacht.widthFt) parts.push(`${yacht.widthFt} ft`);
-
-  let summary: string | null = null;
-  if (parts.length > 0) {
-    summary = parts.join(' × ');
-  }
-  if (yacht.draftFt) {
-    summary = summary ? `${summary} (draft ${yacht.draftFt} ft)` : `draft ${yacht.draftFt} ft`;
-  }
-  return summary;
+  // Show both units; derive whichever is unset from the other so reps
+  // never need to enter both. See `yacht-dimensions.ts`.
+  return formatYachtDimensionsBothUnits(yacht);
 }
 
 export function YachtDetailHeader({ yacht }: YachtDetailHeaderProps) {

src/components/yachts/yacht-detail.tsx

@@ -8,6 +8,7 @@ import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provid
 import { YachtDetailHeader } from '@/components/yachts/yacht-detail-header';
 import { getYachtTabs } from '@/components/yachts/yacht-tabs';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useBreadcrumbHint } from '@/hooks/use-breadcrumb-hint';
 import { apiFetch } from '@/lib/api/client';
 
 export interface YachtData {
@@ -54,6 +55,8 @@ export function YachtDetail({ yachtId, currentUserId }: YachtDetailProps) {
     return () => setChrome({ title: null, showBackButton: false });
   }, [titleForChrome, setChrome]);
 
+  useBreadcrumbHint(data ? { parents: [], current: data.name } : null);
+
   useRealtimeInvalidation({
     'yacht:updated': [['yachts', yachtId]],
     'yacht:archived': [['yachts', yachtId]],

src/components/yachts/yacht-dimensions.ts

@@ -0,0 +1,96 @@
+/**
+ * Imperial ↔ metric conversion + display helpers for yacht dimensions.
+ * The schema stores both `*Ft` and `*M` separately so the rep can edit
+ * either unit without losing precision; this module is the single source
+ * for the formulas and rendering.
+ */
+
+const FT_PER_M = 3.28084;
+
+export function feetToMeters(ft: number | string | null | undefined): number | null {
+  const n = typeof ft === 'string' ? Number.parseFloat(ft) : ft;
+  if (n === null || n === undefined || !Number.isFinite(n)) return null;
+  return n / FT_PER_M;
+}
+
+export function metersToFeet(m: number | string | null | undefined): number | null {
+  const n = typeof m === 'string' ? Number.parseFloat(m) : m;
+  if (n === null || n === undefined || !Number.isFinite(n)) return null;
+  return n * FT_PER_M;
+}
+
+/** One decimal place is enough for marina-scale dimensions; trailing
+ *  zero stripped for cleaner display. Returns null when input is null. */
+export function formatNumber1dp(n: number | null | undefined): string | null {
+  if (n === null || n === undefined || !Number.isFinite(n)) return null;
+  return n.toFixed(1).replace(/\.0$/, '');
+}
+
+export interface YachtDimensions {
+  lengthFt: string | number | null;
+  widthFt: string | number | null;
+  draftFt: string | number | null;
+  lengthM: string | number | null;
+  widthM: string | number | null;
+  draftM: string | number | null;
+}
+
+/**
+ * Returns the dimension in the requested unit, deriving from the other
+ * unit when the requested one is unset. Lets the UI render both units
+ * side-by-side without the rep having to enter both.
+ */
+export function dimInFeet(value: {
+  ft: number | string | null;
+  m: number | string | null;
+}): string | null {
+  const direct = parseNum(value.ft);
+  if (direct !== null) return formatNumber1dp(direct);
+  return formatNumber1dp(metersToFeet(value.m));
+}
+export function dimInMeters(value: {
+  ft: number | string | null;
+  m: number | string | null;
+}): string | null {
+  const direct = parseNum(value.m);
+  if (direct !== null) return formatNumber1dp(direct);
+  return formatNumber1dp(feetToMeters(value.ft));
+}
+
+function parseNum(v: number | string | null | undefined): number | null {
+  if (v === null || v === undefined) return null;
+  const n = typeof v === 'string' ? Number.parseFloat(v) : v;
+  return Number.isFinite(n) ? n : null;
+}
+
+/**
+ * One-line summary used in the detail header. Shows both units when
+ * any dimension is known, deriving missing values via the formulas
+ * above. Returns null only when the yacht has no dimensions at all.
+ */
+export function formatYachtDimensionsBothUnits(yacht: YachtDimensions): string | null {
+  const lFt = dimInFeet({ ft: yacht.lengthFt, m: yacht.lengthM });
+  const wFt = dimInFeet({ ft: yacht.widthFt, m: yacht.widthM });
+  const dFt = dimInFeet({ ft: yacht.draftFt, m: yacht.draftM });
+  const lM = dimInMeters({ ft: yacht.lengthFt, m: yacht.lengthM });
+  const wM = dimInMeters({ ft: yacht.widthFt, m: yacht.widthM });
+  const dM = dimInMeters({ ft: yacht.draftFt, m: yacht.draftM });
+
+  const ftParts: string[] = [];
+  if (lFt) ftParts.push(`${lFt} ft`);
+  if (wFt) ftParts.push(`${wFt} ft`);
+  const mParts: string[] = [];
+  if (lM) mParts.push(`${lM} m`);
+  if (wM) mParts.push(`${wM} m`);
+
+  if (ftParts.length === 0 && !dFt) return null;
+
+  const ftSummary = ftParts.join(' × ');
+  const mSummary = mParts.join(' × ');
+  const head = ftSummary && mSummary ? `${ftSummary} (${mSummary})` : ftSummary || mSummary;
+
+  if (dFt && dM) return `${head} (draft ${dFt} ft / ${dM} m)`;
+  if (dFt) return `${head} (draft ${dFt} ft)`;
+  if (dM) return `${head} (draft ${dM} m)`;
+  return head;
+}

src/components/yachts/yacht-list.tsx

@@ -128,8 +128,6 @@ export function YachtList() {
         />
         <SavedViewsDropdown
           entityType="yachts"
-          currentFilters={filters}
-          currentSort={sort}
           onApplyView={(savedFilters, _savedSort) => {
             clearFilters();
             Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));

src/components/yachts/yacht-tabs.tsx

@@ -94,7 +94,45 @@ function OverviewTab({ yachtId, yacht }: { yachtId: string; yacht: YachtTabsYach
       const value = transform ? transform(next) : next;
       await mutation.mutateAsync({ [field]: value });
     };
-  const numericString = (next: string | null) => (next === null ? null : next);
+  /**
+   * Bidirectional dimension save: when the rep edits Length/Width/Draft
+   * in feet, also write the metric counterpart (and vice versa). Avoids
+   * the "I entered ft but the m row still says '-'" surprise.
+   *
+   * If the rep clears a field (next === null), only that side is
+   * cleared — we never overwrite their other-unit value with a derived
+   * one, since they may have intentionally entered a more precise
+   * metric figure.
+   */
+  function saveDimension(
+    primaryField: 'lengthFt' | 'widthFt' | 'draftFt' | 'lengthM' | 'widthM' | 'draftM',
+  ) {
+    const isFt = primaryField.endsWith('Ft');
+    const counterpart = (
+      isFt ? primaryField.replace('Ft', 'M') : primaryField.replace('M', 'Ft')
+    ) as YachtPatchField;
+    return async (next: string | null) => {
+      if (next === null || next === '') {
+        await mutation.mutateAsync({ [primaryField]: null });
+        return;
+      }
+      const n = Number.parseFloat(next);
+      if (!Number.isFinite(n)) {
+        await mutation.mutateAsync({ [primaryField]: next });
+        return;
+      }
+      const FT_PER_M = 3.28084;
+      const converted = isFt ? n / FT_PER_M : n * FT_PER_M;
+      const convertedStr = converted
+        .toFixed(2)
+        .replace(/\.0+$/, '')
+        .replace(/(\.\d)0$/, '$1');
+      await mutation.mutateAsync({
+        [primaryField]: next,
+        [counterpart]: convertedStr,
+      });
+    };
+  }
   const yearTransform = (next: string | null) => {
     if (next === null) return null;
     const n = Number.parseInt(next, 10);
@@ -157,13 +195,13 @@ function OverviewTab({ yachtId, yacht }: { yachtId: string; yacht: YachtTabsYach
         <h3 className="text-sm font-medium mb-2">Dimensions (ft)</h3>
         <dl>
           <EditableRow label="Length (ft)">
-            <InlineEditableField value={yacht.lengthFt} onSave={save('lengthFt', numericString)} />
+            <InlineEditableField value={yacht.lengthFt} onSave={saveDimension('lengthFt')} />
           </EditableRow>
           <EditableRow label="Width (ft)">
-            <InlineEditableField value={yacht.widthFt} onSave={save('widthFt', numericString)} />
+            <InlineEditableField value={yacht.widthFt} onSave={saveDimension('widthFt')} />
           </EditableRow>
           <EditableRow label="Draft (ft)">
-            <InlineEditableField value={yacht.draftFt} onSave={save('draftFt', numericString)} />
+            <InlineEditableField value={yacht.draftFt} onSave={saveDimension('draftFt')} />
           </EditableRow>
         </dl>
       </div>
@@ -173,13 +211,13 @@ function OverviewTab({ yachtId, yacht }: { yachtId: string; yacht: YachtTabsYach
         <h3 className="text-sm font-medium mb-2">Dimensions (m)</h3>
         <dl>
           <EditableRow label="Length (m)">
-            <InlineEditableField value={yacht.lengthM} onSave={save('lengthM', numericString)} />
+            <InlineEditableField value={yacht.lengthM} onSave={saveDimension('lengthM')} />
           </EditableRow>
           <EditableRow label="Width (m)">
-            <InlineEditableField value={yacht.widthM} onSave={save('widthM', numericString)} />
+            <InlineEditableField value={yacht.widthM} onSave={saveDimension('widthM')} />
           </EditableRow>
           <EditableRow label="Draft (m)">
-            <InlineEditableField value={yacht.draftM} onSave={save('draftM', numericString)} />
+            <InlineEditableField value={yacht.draftM} onSave={saveDimension('draftM')} />
           </EditableRow>
         </dl>
       </div>

src/hooks/use-breadcrumb-hint.ts

@@ -0,0 +1,43 @@
+'use client';
+
+import { useEffect } from 'react';
+import { usePathname } from 'next/navigation';
+
+import { type BreadcrumbHint, useBreadcrumbStore } from '@/stores/breadcrumb-store';
+
+/**
+ * Detail pages call this on mount to register their entity hierarchy
+ * for the topbar breadcrumb. Pass a stable hint object (or memoise the
+ * inputs) so the effect doesn't re-fire every render.
+ *
+ * Example (interest detail page):
+ *   useBreadcrumbHint({
+ *     parents: [{ label: 'Mary Smith', href: '/port/clients/abc' }],
+ *     current: 'B17',
+ *   });
+ *
+ * The hint clears when the page unmounts so a stale hierarchy doesn't
+ * leak into the next route.
+ */
+export function useBreadcrumbHint(hint: BreadcrumbHint | null | undefined): void {
+  const pathname = usePathname();
+  const setHint = useBreadcrumbStore((s) => s.setHint);
+  const clearHint = useBreadcrumbStore((s) => s.clearHint);
+
+  // Stringify for stable equality — caller can pass an object literal
+  // each render without wrecking effect deps. The serialized form is
+  // tiny (handful of strings) so this is cheap.
+  const serialized = hint ? JSON.stringify(hint) : null;
+
+  useEffect(() => {
+    if (!serialized || !hint) return;
+    setHint(pathname, hint);
+    return () => {
+      clearHint(pathname);
+    };
+    // serialized stands in for `hint` value-equality; pathname triggers
+    // re-register if the page navigates without unmounting (rare but
+    // possible on client-side route swaps within the same layout).
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [serialized, pathname, setHint, clearHint]);
+}

src/hooks/use-table-preferences.ts

@@ -0,0 +1,119 @@
+'use client';
+
+import { useCallback, useEffect, useRef, useState } from 'react';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
+
+import { apiFetch } from '@/lib/api/client';
+import type { TablePreferences, UserPreferences } from '@/lib/db/schema/users';
+
+interface MeResponse {
+  data: {
+    preferences?: UserPreferences;
+  };
+}
+
+/**
+ * Reads + writes the current user's per-table column visibility, backed
+ * by `user_profiles.preferences.tablePreferences[entityType]`. Returns
+ * the hidden-columns set plus a `setHidden(next)` mutator.
+ *
+ * Writes are debounced (~600ms) so dragging a checkbox list back and
+ * forth doesn't spam the API. The local state is updated immediately
+ * for instant UX; the network round-trip is best-effort and silently
+ * swallowed on failure (preferences are recoverable from local state
+ * for the current session).
+ *
+ * `defaultHidden` applies ONLY when the user has never saved a
+ * preference for this entity (the stored entry is `undefined`). Once
+ * the user explicitly toggles any column, their saved list takes over
+ * — including the case where they've intentionally cleared it to an
+ * empty array (which means "show everything", overriding defaults).
+ */
+export function useTablePreferences(entityType: string, defaultHidden: string[] = []) {
+  const queryClient = useQueryClient();
+
+  const meQuery = useQuery<MeResponse>({
+    queryKey: ['me'],
+    queryFn: ({ signal }) => apiFetch<MeResponse>('/api/v1/me', { signal }),
+    staleTime: 5 * 60_000,
+  });
+
+  const remoteHidden =
+    meQuery.data?.data.preferences?.tablePreferences?.[entityType]?.hiddenColumns;
+  const [localHidden, setLocalHidden] = useState<string[] | null>(null);
+
+  // When the remote preferences arrive (or change), seed the local
+  // state. We only sync from remote → local on first load or when the
+  // server side genuinely changes (e.g. another tab updated prefs).
+  useEffect(() => {
+    if (remoteHidden && localHidden === null) {
+      setLocalHidden(remoteHidden);
+    }
+  }, [remoteHidden, localHidden]);
+
+  const debounceRef = useRef<ReturnType<typeof setTimeout> | null>(null);
+
+  const setHidden = useCallback(
+    (next: string[]) => {
+      setLocalHidden(next);
+
+      // Debounce the PATCH so a user clicking through 5 checkboxes
+      // produces 1 server round-trip, not 5.
+      if (debounceRef.current) clearTimeout(debounceRef.current);
+      debounceRef.current = setTimeout(() => {
+        const existing = meQuery.data?.data.preferences?.tablePreferences ?? {};
+        const updated: Record<string, TablePreferences> = {
+          ...existing,
+          [entityType]: { hiddenColumns: next },
+        };
+
+        // Optimistic cache update so a refetch doesn't blow away the
+        // local state; the server response will overwrite either way.
+        queryClient.setQueryData<MeResponse>(['me'], (old) => {
+          if (!old) return old;
+          return {
+            ...old,
+            data: {
+              ...old.data,
+              preferences: {
+                ...(old.data.preferences ?? {}),
+                tablePreferences: updated,
+              },
+            },
+          };
+        });
+
+        apiFetch('/api/v1/me', {
+          method: 'PATCH',
+          body: { preferences: { tablePreferences: updated } },
+        }).catch(() => {
+          // Network failures are non-fatal — the local UI keeps the
+          // chosen visibility for the rest of the session.
+        });
+      }, 600);
+    },
+    [entityType, meQuery.data, queryClient],
+  );
+
+  // Cleanup pending timer on unmount so React doesn't warn about
+  // setting state after the component is gone.
+  useEffect(
+    () => () => {
+      if (debounceRef.current) clearTimeout(debounceRef.current);
+    },
+    [],
+  );
+
+  // Resolution order: local optimistic → remote saved → caller defaults.
+  // The `remoteHidden ?? defaultHidden` step is what gives us the "hide
+  // latestStage for fresh users, but respect their override once they
+  // touch it" behavior — saved value (even []) wins, defaults only fill
+  // the never-saved case.
+  const resolved = localHidden ?? remoteHidden ?? defaultHidden;
+
+  return {
+    hidden: resolved,
+    setHidden,
+    isLoaded: !meQuery.isLoading,
+  };
+}

src/lib/api/list-query.ts

@@ -2,7 +2,11 @@ import { z } from 'zod';
 
 export const baseListQuerySchema = z.object({
   page: z.coerce.number().int().min(1).default(1),
-  limit: z.coerce.number().int().min(1).max(100).default(25),
+  // Bumped from 100 to 1000 so the table page-size selector can offer
+  // an "All" option that maps to a single big fetch. Above 1000 the
+  // caller must paginate; anything routinely north of that ceiling
+  // needs virtualization rather than a bigger page-size cap.
+  limit: z.coerce.number().int().min(1).max(1000).default(25),
   sort: z.string().optional(),
   order: z.enum(['asc', 'desc']).default('desc'),
   search: z.string().optional(),

src/lib/db/query-builder.ts

@@ -1,14 +1,4 @@
-import {
-  and,
-  asc,
-  desc,
-  eq,
-  ilike,
-  isNull,
-  or,
-  sql,
-  type SQL,
-} from 'drizzle-orm';
+import { and, asc, desc, eq, ilike, isNull, or, sql, type SQL } from 'drizzle-orm';
 import type { PgTable, PgColumn } from 'drizzle-orm/pg-core';
 import { db } from './index';
 
@@ -20,6 +10,13 @@ export interface BuildListQueryOptions {
   updatedAtColumn: PgColumn;
   filters?: SQL[];
   sort?: { column: PgColumn; direction: 'asc' | 'desc' };
+  /**
+   * Custom ORDER BY clauses, used INSTEAD of `sort`. For cases where
+   * the natural ordering needs raw SQL (e.g. natural alphanumeric sort
+   * on berth mooring numbers like A1, A2, A10, B1...). Deterministic
+   * tail-sort on `updatedAt DESC, id DESC` is still appended.
+   */
+  customOrderBy?: SQL[];
   page: number;
   pageSize: number;
   searchColumns?: PgColumn[];
@@ -40,9 +37,7 @@ export interface ListResult<T> {
  * - `archivedAt IS NULL` by default (unless `includeArchived` is true).
  * - Deterministic secondary sort: `updatedAt DESC, id DESC`.
  */
-export async function buildListQuery<T>(
-  opts: BuildListQueryOptions,
-): Promise<ListResult<T>> {
+export async function buildListQuery<T>(opts: BuildListQueryOptions): Promise<ListResult<T>> {
   const {
     table,
     portIdColumn,
@@ -51,6 +46,7 @@ export async function buildListQuery<T>(
     updatedAtColumn,
     filters = [],
     sort,
+    customOrderBy,
     page,
     pageSize,
     searchColumns = [],
@@ -68,9 +64,7 @@ export async function buildListQuery<T>(
 
   // Full-text search across multiple columns via ILIKE
   if (searchTerm && searchColumns.length > 0) {
-    const searchConditions = searchColumns.map((col) =>
-      ilike(col, `%${searchTerm}%`),
-    );
+    const searchConditions = searchColumns.map((col) => ilike(col, `%${searchTerm}%`));
     conditions.push(or(...searchConditions)!);
   }
 
@@ -86,12 +80,13 @@ export async function buildListQuery<T>(
     .where(where);
   const total = countResult[0]?.count ?? 0;
 
-  // Build order by: user sort + deterministic secondary sort
+  // Build order by: customOrderBy (if provided) wins over the default
+  // column-based sort. Deterministic secondary sort always trails.
   const orderClauses: SQL[] = [];
-  if (sort) {
-    orderClauses.push(
-      sort.direction === 'asc' ? asc(sort.column) : desc(sort.column),
-    );
+  if (customOrderBy && customOrderBy.length > 0) {
+    orderClauses.push(...customOrderBy);
+  } else if (sort) {
+    orderClauses.push(sort.direction === 'asc' ? asc(sort.column) : desc(sort.column));
   }
   orderClauses.push(desc(updatedAtColumn), desc(idColumn));
 

src/lib/db/schema/interests.ts

@@ -58,7 +58,6 @@ export const interests = pgTable(
     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'),
     /** Recommender inputs - imperial; resolver treats nulls as "no constraint"
      *  on that axis, with a banner prompting the rep to add the missing dim. */
     desiredLengthFt: numeric('desired_length_ft'),

src/lib/db/schema/users.ts

@@ -143,10 +143,27 @@ export type RolePermissions = {
   };
 };
 
+/**
+ * Per-table column visibility — drives the `<ColumnPicker>` and the
+ * DataTable `columnVisibility` state. `hiddenColumns` is the source of
+ * truth; an entry's absence means "show this column" (so newly-added
+ * columns show by default for existing users without us having to
+ * migrate stored preferences).
+ */
+export type TablePreferences = {
+  hiddenColumns?: string[];
+};
+
 export type UserPreferences = {
   dark_mode?: boolean;
   locale?: string;
   timezone?: string;
+  /** ISO-3166-1 alpha-2. Drives the default timezone when the rep
+   *  hasn't picked one explicitly, and lets the auto-detect banner
+   *  spot a mismatch when they're travelling. */
+  country?: string;
+  /** Keyed by entity type: `clients`, `yachts`, `interests`, etc. */
+  tablePreferences?: Record<string, TablePreferences>;
   [key: string]: unknown;
 };
 
@@ -209,6 +226,12 @@ export const userProfiles = pgTable(
     userId: text('user_id').notNull().unique(), // references Better Auth user ID
     displayName: text('display_name').notNull(),
     avatarUrl: text('avatar_url'),
+    /** FK into the polymorphic `files` table — the avatar is stored
+     *  via getStorageBackend() so an S3↔filesystem swap carries it
+     *  without breaking the URL. The legacy `avatarUrl` column is
+     *  kept for any external photo sources but the file pointer wins
+     *  when both are set. */
+    avatarFileId: text('avatar_file_id'),
     phone: text('phone'),
     isSuperAdmin: boolean('is_super_admin').notNull().default(false),
     isActive: boolean('is_active').notNull().default(true),
@@ -261,6 +284,37 @@ export const portRoleOverrides = pgTable(
   ],
 );
 
+/**
+ * Pending email-change records for the verify-old-and-new flow.
+ * The CRM's `/api/v1/me/email` endpoint creates a row here, emails
+ * the OLD address with a cancel link and the NEW address with a
+ * confirm link, and applies the change only when the new address
+ * confirms (or auto-cancels at `expiresAt`).
+ *
+ * `confirmTokenHash` stores a sha256 of the random confirmation
+ * token; the raw token is only present in the email body.
+ */
+export const userEmailChanges = pgTable(
+  'user_email_changes',
+  {
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
+    userId: text('user_id').notNull(),
+    oldEmail: text('old_email').notNull(),
+    newEmail: text('new_email').notNull(),
+    confirmTokenHash: text('confirm_token_hash').notNull(),
+    expiresAt: timestamp('expires_at', { withTimezone: true }).notNull(),
+    appliedAt: timestamp('applied_at', { withTimezone: true }),
+    cancelledAt: timestamp('cancelled_at', { withTimezone: true }),
+    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+  },
+  (table) => [
+    index('idx_uec_user').on(table.userId),
+    index('idx_uec_token').on(table.confirmTokenHash),
+  ],
+);
+
 export const userPortRoles = pgTable(
   'user_port_roles',
   {

src/lib/db/seed-synthetic-data.ts

@@ -87,7 +87,9 @@ export interface SyntheticSeedSummary {
 }
 
 interface SyntheticClientSpec {
-  /** Used as a name suffix so test selectors can target it deterministically. */
+  /** Stable identifier used by Playwright selectors and intra-seed wiring
+   *  (memberships, yachts, etc.). Decoupled from the display name so the
+   *  rendered list looks like real client data, not test fixtures. */
   tag: string;
   fullName: string;
   email: string;
@@ -105,6 +107,14 @@ interface SyntheticClientSpec {
   /** Archive the CLIENT after creation. When 'rich', fabricate
    *  archive_metadata so the smart-restore wizard surfaces reversals. */
   archive?: 'simple' | 'rich';
+  /** Acquisition source — varied across the fixture set so the list view
+   *  looks like a real funnel rather than a wall of "Manual". */
+  source?: 'website' | 'manual' | 'referral' | 'broker';
+  /** How long ago (in days) this client record was created. Spreads the
+   *  "Created" column across realistic timestamps so list pages look like
+   *  a real CRM with months of history rather than 12 rows all stamped
+   *  with today's date. */
+  createdDaysAgo?: number;
 }
 
 /**
@@ -115,150 +125,184 @@ interface SyntheticClientSpec {
  * Berth indices map deterministically into the NocoDB snapshot which is
  * pre-sorted: idx 0..4 available, 5..9 under_offer, 10..11 sold.
  */
+/**
+ * Believable demo dataset — names, emails, phone numbers, addresses, and
+ * acquisition sources read like a real marina's prospect list rather
+ * than fixtures keyed on enum names. The `tag` field still carries the
+ * stage/role identity for selectors and intra-seed wiring; nothing in
+ * the rendered UI references it.
+ *
+ * Spread across acquisition sources, ages (3–280 days), and countries
+ * so list / dashboard / kanban surfaces look populated and natural.
+ */
 const PIPELINE_CLIENTS: SyntheticClientSpec[] = [
   {
     tag: 'open',
-    fullName: 'Olivia Open — open',
-    email: 'olivia.open@test.local',
-    phone: '+1 555 010 0001',
+    fullName: 'Olivia Sinclair',
+    email: 'olivia.sinclair@gmail.com',
+    phone: '+44 7700 900142',
     countryIso: 'GB',
     city: 'London',
-    street: '1 Open Lane',
-    postalCode: 'OP1 1OP',
+    street: '14 Cheyne Walk',
+    postalCode: 'SW3 5RA',
     stage: 'open',
+    source: 'website',
+    createdDaysAgo: 4,
     // Open stage: no berth link yet
   },
   {
     tag: 'details',
-    fullName: 'Daniel Details — details_sent',
-    email: 'daniel.details@test.local',
-    phone: '+1 555 010 0002',
+    fullName: 'Daniel Whitaker',
+    email: 'daniel.whitaker@outlook.com',
+    phone: '+1 305 555 0182',
     countryIso: 'US',
     city: 'Miami',
-    street: '2 Brochure Way',
-    postalCode: '33101',
+    street: '880 Brickell Bay Drive',
+    postalCode: '33131',
     stage: 'details_sent',
     berthIdx: 0,
+    source: 'broker',
+    createdDaysAgo: 12,
   },
   {
     tag: 'comms',
-    fullName: 'Carla Communicating — in_communication',
-    email: 'carla.comms@test.local',
-    phone: '+1 555 010 0003',
+    fullName: 'Carla Mendoza',
+    email: 'carla.mendoza@gmail.com',
+    phone: '+34 971 555 028',
     countryIso: 'ES',
-    city: 'Palma',
-    street: '3 Reply Street',
-    postalCode: '07012',
+    city: 'Palma de Mallorca',
+    street: 'Carrer de Sant Magí 23',
+    postalCode: '07013',
     stage: 'in_communication',
     berthIdx: 5,
+    source: 'referral',
+    createdDaysAgo: 28,
   },
   {
     tag: 'eoi-sent',
-    fullName: 'Eric EoiSent — eoi_sent',
-    email: 'eric.eoisent@test.local',
-    phone: '+1 555 010 0004',
+    fullName: 'Marco Bianchi',
+    email: 'marco.bianchi@libero.it',
+    phone: '+39 010 8740 215',
     countryIso: 'IT',
     city: 'Genoa',
-    street: '4 Envelope Plaza',
-    postalCode: '16124',
+    street: 'Via XX Settembre 47',
+    postalCode: '16121',
     stage: 'eoi_sent',
     berthIdx: 6,
+    source: 'broker',
+    createdDaysAgo: 45,
   },
   {
     tag: 'eoi-signed',
-    fullName: 'Sara EoiSigned — eoi_signed',
-    email: 'sara.eoisigned@test.local',
-    phone: '+1 555 010 0005',
+    fullName: 'Sara Laurent',
+    email: 'sara.laurent@orange.fr',
+    phone: '+33 4 93 92 18 47',
     countryIso: 'FR',
     city: 'Nice',
-    street: '5 Signed Avenue',
-    postalCode: '06300',
+    street: '8 Promenade des Anglais',
+    postalCode: '06000',
     stage: 'eoi_signed',
     berthIdx: 7,
+    source: 'website',
+    createdDaysAgo: 72,
   },
   {
     tag: 'deposit',
-    fullName: 'Dario Deposit — deposit_10pct',
-    email: 'dario.deposit@test.local',
-    phone: '+1 555 010 0006',
+    fullName: 'Nikolas Papadakis',
+    email: 'n.papadakis@gmail.com',
+    phone: '+30 210 8945 612',
     countryIso: 'GR',
     city: 'Athens',
-    street: '6 Deposit Quay',
-    postalCode: '10558',
+    street: 'Vouliagmenis Avenue 142',
+    postalCode: '16674',
     stage: 'deposit_10pct',
     berthIdx: 8,
+    source: 'referral',
+    createdDaysAgo: 95,
   },
   {
     tag: 'contract-sent',
-    fullName: 'Connor ContractSent — contract_sent',
-    email: 'connor.contract@test.local',
-    phone: '+1 555 010 0007',
+    fullName: 'Connor Murphy',
+    email: 'connor.murphy@me.com',
+    phone: '+353 1 555 0184',
     countryIso: 'IE',
     city: 'Dublin',
-    street: '7 Contract Row',
+    street: '12 Merrion Square North',
     postalCode: 'D02 E2X3',
     stage: 'contract_sent',
     berthIdx: 9,
+    source: 'manual',
+    createdDaysAgo: 118,
   },
   {
     tag: 'contract-signed',
-    fullName: 'Carmen ContractSigned — contract_signed',
-    email: 'carmen.signed@test.local',
-    phone: '+1 555 010 0008',
+    fullName: 'Carmen Costa',
+    email: 'carmen.costa@sapo.pt',
+    phone: '+351 21 386 4520',
     countryIso: 'PT',
     city: 'Lisbon',
-    street: '8 Notary Square',
-    postalCode: '1100-001',
+    street: 'Rua Garrett 88',
+    postalCode: '1200-205',
     stage: 'contract_signed',
     berthIdx: 4,
+    source: 'broker',
+    createdDaysAgo: 156,
   },
   {
     tag: 'completed-won',
-    fullName: 'Carlos Completed — completed (won)',
-    email: 'carlos.complete@test.local',
-    phone: '+1 555 010 0009',
+    fullName: 'Carlos Vega',
+    email: 'carlos.vega@gmail.com',
+    phone: '+507 6612 4485',
     countryIso: 'PA',
     city: 'Panama City',
-    street: '9 Owner Lane',
-    postalCode: '0801',
+    street: 'Calle 50, Torre Banistmo Piso 18',
+    postalCode: '0816',
     stage: 'completed',
     berthIdx: 10,
     outcome: 'won',
+    source: 'referral',
+    createdDaysAgo: 245,
   },
   {
     tag: 'completed-lost',
-    fullName: 'Lara LostLead — completed (lost)',
-    email: 'lara.lost@test.local',
-    phone: '+1 555 010 0010',
+    fullName: 'Hannah Schmidt',
+    email: 'hannah.schmidt@gmx.de',
+    phone: '+49 40 4286 9152',
     countryIso: 'DE',
     city: 'Hamburg',
-    street: '10 Other Marina',
-    postalCode: '20457',
+    street: 'Alsterufer 28',
+    postalCode: '20354',
     stage: 'completed',
     berthIdx: 1,
     outcome: 'lost_unqualified',
+    source: 'website',
+    createdDaysAgo: 84,
   },
   {
     tag: 'archived-simple',
-    fullName: 'Anna ArchivedSimple — archived',
-    email: 'anna.archived@test.local',
-    phone: '+1 555 010 0011',
+    fullName: 'Anna de Jong',
+    email: 'anna.dejong@kpn.nl',
+    phone: '+31 20 624 7185',
     countryIso: 'NL',
     city: 'Amsterdam',
-    street: '11 Quiet Path',
-    postalCode: '1011',
+    street: 'Herengracht 412',
+    postalCode: '1017 BX',
     archive: 'simple',
+    source: 'website',
+    createdDaysAgo: 201,
   },
   {
     tag: 'archived-rich',
-    fullName: 'Rita ArchivedRich — archived w/ metadata',
-    email: 'rita.archivedrich@test.local',
-    phone: '+1 555 010 0012',
+    fullName: 'Rita Vermeulen',
+    email: 'rita.vermeulen@telenet.be',
+    phone: '+32 3 226 8420',
     countryIso: 'BE',
     city: 'Antwerp',
-    street: '12 Rich Metadata Blvd',
+    street: 'Meir 102',
     postalCode: '2000',
     archive: 'rich',
+    source: 'broker',
+    createdDaysAgo: 280,
   },
 ];
 
@@ -358,14 +402,25 @@ export async function seedSyntheticPortData(
     const clientRows = await tx
       .insert(clients)
       .values(
-        PIPELINE_CLIENTS.map((spec) => ({
-          portId,
-          fullName: spec.fullName,
-          nationalityIso: spec.countryIso,
-          preferredContactMethod: 'email' as const,
-          preferredLanguage: 'en',
-          source: 'manual' as const,
-        })),
+        PIPELINE_CLIENTS.map((spec) => {
+          const created =
+            spec.createdDaysAgo !== undefined ? daysAgo(spec.createdDaysAgo) : new Date();
+          return {
+            portId,
+            fullName: spec.fullName,
+            nationalityIso: spec.countryIso,
+            preferredContactMethod: 'email' as const,
+            preferredLanguage: 'en',
+            source: spec.source ?? ('manual' as const),
+            // Override the schema default so the list page shows a
+            // realistic range of "Created" timestamps rather than 12
+            // rows all stamped with today's date. updated_at gets the
+            // same value so sorted-by-recency lists put the freshest
+            // records first.
+            createdAt: created,
+            updatedAt: created,
+          };
+        }),
       )
       .returning({ id: clients.id, fullName: clients.fullName });
 

src/lib/dedup/migration-apply.ts

@@ -310,7 +310,6 @@ async function applyInterest(
       pipelineStage: planned.pipelineStage,
       leadCategory: planned.leadCategory,
       source: planned.source,
-      notes: planned.notes,
       documensoId: planned.documensoId,
       dateEoiSent: planned.dateEoiSent ? new Date(planned.dateEoiSent) : null,
       dateEoiSigned: planned.dateEoiSigned ? new Date(planned.dateEoiSigned) : null,

src/lib/services/berths.service.ts

@@ -1,4 +1,4 @@
-import { and, eq, gte, lte, inArray } from 'drizzle-orm';
+import { and, eq, gte, lte, inArray, sql } from 'drizzle-orm';
 
 import { db } from '@/lib/db';
 import { berths, berthTags, berthWaitingList, berthMaintenanceLog } from '@/lib/db/schema/berths';
@@ -61,10 +61,22 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
     filters.push(inArray(berths.id, matchingIds));
   }
 
+  // Default ordering is natural alphanumeric on mooring number
+  // (A1, A2, A10, B1...) — Postgres' default lexicographic sort
+  // would put A10 before A2, which is the wrong story for a marina
+  // map. The mooring format is locked at `^[A-Z]+\d+$` so the regexp
+  // splits are safe.
+  const NATURAL_MOORING_SORT = [
+    sql`regexp_replace(${berths.mooringNumber}, '\d+$', '') ASC`,
+    sql`(regexp_replace(${berths.mooringNumber}, '^[A-Z]+', ''))::int ASC`,
+  ];
+
   const sortColumn = (() => {
     switch (query.sort) {
       case 'mooringNumber':
-        return berths.mooringNumber;
+        // Honoured via customOrderBy below — caller asked for mooring
+        // sort explicitly, give them the natural order.
+        return null;
       case 'area':
         return berths.area;
       case 'price':
@@ -74,7 +86,9 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
       case 'lengthM':
         return berths.lengthM;
       default:
-        return berths.updatedAt;
+        // No sort requested → natural mooring order is the friendliest
+        // default for the berth grid (groups by pontoon letter).
+        return null;
     }
   })();
 
@@ -85,7 +99,8 @@ export async function listBerths(portId: string, query: ListBerthsQuery) {
     idColumn: berths.id,
     updatedAtColumn: berths.updatedAt,
     filters,
-    sort: { column: sortColumn, direction: query.order },
+    sort: sortColumn ? { column: sortColumn, direction: query.order } : undefined,
+    customOrderBy: sortColumn ? undefined : NATURAL_MOORING_SORT,
     page: query.page,
     pageSize: query.limit,
     searchColumns: [berths.mooringNumber, berths.area],

src/lib/services/clients.service.ts

@@ -84,8 +84,8 @@ export async function listClients(portId: string, query: ListClientsInput) {
 
   const ids = result.data.map((r) => r.id);
 
-  const [yachtCounts, companyCounts, interestRows, interestCounts, contactRows] = await Promise.all(
-    [
+  const [yachtCounts, companyCounts, interestRows, interestCounts, contactRows, linkedBerthRows] =
+    await Promise.all([
       db
         .select({ ownerId: yachts.currentOwnerId, count: count() })
         .from(yachts)
@@ -148,22 +148,60 @@ export async function listClients(portId: string, query: ListClientsInput) {
         clientId: string;
         channel: string;
         value: string;
+        valueE164: string | null;
         isPrimary: boolean;
         createdAt: Date;
       }>(sql`
         SELECT DISTINCT ON (client_id, channel)
-          client_id   AS "clientId",
+          client_id    AS "clientId",
           channel,
           value,
-          is_primary  AS "isPrimary",
-          created_at  AS "createdAt"
+          value_e164   AS "valueE164",
+          is_primary   AS "isPrimary",
+          created_at   AS "createdAt"
         FROM client_contacts
         WHERE ${inArray(clientContacts.clientId, ids)}
           AND channel IN ('email', 'phone')
         ORDER BY client_id, channel, is_primary DESC, created_at DESC
       `),
-    ],
-  );
+      // Berths each client has interests in, with the (most-active)
+      // interest's stage attached so the list-view chip can self-describe
+      // ("E17 · EOI sent") AND deep-link to the interest. DISTINCT ON
+      // collapses (client, berth) when the client has had multiple
+      // historical interests in the same berth — we keep the open-outcome
+      // one if any, otherwise the most recently updated. Excludes archived
+      // interests so closed deals don't crowd the chip row.
+      db.execute<{
+        clientId: string;
+        berthId: string;
+        mooringNumber: string;
+        interestId: string;
+        pipelineStage: string;
+        outcome: string | null;
+      }>(sql`
+        SELECT DISTINCT ON (i.client_id, b.id)
+          i.client_id     AS "clientId",
+          b.id            AS "berthId",
+          b.mooring_number AS "mooringNumber",
+          i.id            AS "interestId",
+          i.pipeline_stage AS "pipelineStage",
+          i.outcome
+        FROM interests i
+        JOIN interest_berths ib ON ib.interest_id = i.id
+        JOIN berths b ON b.id = ib.berth_id
+        WHERE i.port_id = ${portId}
+          AND i.client_id IN (${sql.join(
+            ids.map((id) => sql`${id}`),
+            sql`, `,
+          )})
+          AND i.archived_at IS NULL
+        ORDER BY
+          i.client_id,
+          b.id,
+          CASE WHEN i.outcome IS NULL THEN 0 ELSE 1 END,
+          i.updated_at DESC
+      `),
+    ]);
 
   const yachtCountMap = new Map(yachtCounts.map((r) => [r.ownerId, r.count]));
   const companyCountMap = new Map(companyCounts.map((r) => [r.clientId, r.count]));
@@ -182,12 +220,16 @@ export async function listClients(portId: string, query: ListClientsInput) {
   // Pick the per-client primary email + phone. The SQL DISTINCT ON
   // returns at most one row per (clientId, channel); the result is
   // already the picker's "is_primary desc, created_at desc" choice.
+  // We also keep the E.164 form of the phone so the UI can build a
+  // wa.me/<digits> link that doesn't need re-parsing.
   const primaryEmailMap = new Map<string, string>();
   const primaryPhoneMap = new Map<string, string>();
+  const primaryPhoneE164Map = new Map<string, string>();
   type ContactRow = {
     clientId: string;
     channel: string;
     value: string;
+    valueE164: string | null;
     isPrimary: boolean;
     createdAt: Date;
   };
@@ -195,7 +237,66 @@ export async function listClients(portId: string, query: ListClientsInput) {
     (contactRows as { rows?: ContactRow[] }).rows ?? (contactRows as unknown as ContactRow[]);
   for (const c of contactRowList) {
     if (c.channel === 'email') primaryEmailMap.set(c.clientId, c.value);
-    else if (c.channel === 'phone') primaryPhoneMap.set(c.clientId, c.value);
+    else if (c.channel === 'phone') {
+      primaryPhoneMap.set(c.clientId, c.value);
+      if (c.valueE164) primaryPhoneE164Map.set(c.clientId, c.valueE164);
+    }
+  }
+
+  // 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)
+  //   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.
+  const stageRank: Record<string, number> = {
+    contract_signed: 1,
+    deposit_10pct: 2,
+    contract_sent: 3,
+    eoi_signed: 4,
+    eoi_sent: 5,
+    in_communication: 6,
+    details_sent: 7,
+    qualified: 8,
+    open: 9,
+    completed: 10,
+  };
+  type LinkedBerth = {
+    id: string;
+    mooringNumber: string;
+    interestId: string;
+    stage: string;
+    outcome: string | null;
+  };
+  const linkedBerthsMap = new Map<string, LinkedBerth[]>();
+  type LinkedBerthRow = typeof linkedBerthRows extends Iterable<infer T> ? T : never;
+  const linkedBerthList: LinkedBerthRow[] =
+    (linkedBerthRows as { rows?: LinkedBerthRow[] }).rows ??
+    (linkedBerthRows as unknown as LinkedBerthRow[]);
+  for (const r of linkedBerthList) {
+    const list = linkedBerthsMap.get(r.clientId) ?? [];
+    list.push({
+      id: r.berthId,
+      mooringNumber: r.mooringNumber,
+      interestId: r.interestId,
+      stage: r.pipelineStage,
+      outcome: r.outcome,
+    });
+    linkedBerthsMap.set(r.clientId, list);
+  }
+  for (const list of linkedBerthsMap.values()) {
+    list.sort((a, b) => {
+      // Open before closed.
+      const openA = a.outcome === null ? 0 : 1;
+      const openB = b.outcome === null ? 0 : 1;
+      if (openA !== openB) return openA - openB;
+      // Within bucket, most-progressed stage first.
+      const rankA = stageRank[a.stage] ?? 99;
+      const rankB = stageRank[b.stage] ?? 99;
+      if (rankA !== rankB) return rankA - rankB;
+      return a.mooringNumber.localeCompare(b.mooringNumber);
+    });
   }
 
   return {
@@ -209,6 +310,8 @@ export async function listClients(portId: string, query: ListClientsInput) {
         interestCount: interestCountMap.get(row.id) ?? 0,
         primaryEmail: primaryEmailMap.get(row.id) ?? null,
         primaryPhone: primaryPhoneMap.get(row.id) ?? null,
+        primaryPhoneE164: primaryPhoneE164Map.get(row.id) ?? null,
+        linkedBerths: linkedBerthsMap.get(row.id) ?? [],
         latestInterest: latest
           ? {
               stage: latest.stage,

src/lib/services/document-templates.ts

@@ -366,7 +366,11 @@ export async function resolveTemplate(
         tokenMap['{{interest.dateFirstContact}}'] = interest.dateFirstContact
           ? new Date(interest.dateFirstContact).toLocaleDateString('en-GB')
           : '';
-        tokenMap['{{interest.notes}}'] = interest.notes ?? '';
+        // `{{interest.notes}}` is now sourced from the threaded
+        // interest_notes timeline via EoiContext.interest.notes; this
+        // shallow-fallback path leaves the token blank if EoiContext
+        // wasn't loaded for this template render.
+        tokenMap['{{interest.notes}}'] = '';
       }
       // These are never populated by EoiContext - always fill them in.
       tokenMap['{{interest.eoiStatus}}'] = interest.eoiStatus ?? '';

src/lib/services/entity-activity.service.ts

@@ -1,8 +1,9 @@
-import { inArray } from 'drizzle-orm';
+import { and, eq, inArray } from 'drizzle-orm';
 
 import { db } from '@/lib/db';
+import { interests } from '@/lib/db/schema/interests';
 import { user } from '@/lib/db/schema/users';
-import { searchAuditLogs } from '@/lib/services/audit-search.service';
+import { searchAuditLogs, type AuditSearchOptions } from '@/lib/services/audit-search.service';
 
 /**
  * Shared loader for the per-entity Activity tab. Wraps `searchAuditLogs`
@@ -40,3 +41,69 @@ export async function loadEntityActivity(args: {
     actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
   }));
 }
+
+/**
+ * Aggregated activity for a client — includes audit logs for the
+ * client itself + every interest belonging to that client. Used by
+ * the Client overview's Activity tab so the rep sees the whole
+ * timeline without clicking into each interest individually.
+ *
+ * Two queries (one per entityType) merged + sorted in JS rather than
+ * a UNION because the auditLogs.entityType field would need to match
+ * different values in the same SELECT — cleaner to keep the search
+ * helper's per-entity-type semantics intact and merge here.
+ */
+export async function loadClientActivityAggregated(args: {
+  portId: string;
+  clientId: string;
+  limit?: number;
+}) {
+  const limit = args.limit ?? 50;
+
+  // Resolve interest ids upfront so we know what to fetch in parallel.
+  const interestRows = await db
+    .select({ id: interests.id })
+    .from(interests)
+    .where(and(eq(interests.clientId, args.clientId), eq(interests.portId, args.portId)));
+  const interestIds = interestRows.map((r) => r.id);
+
+  const baseOpts = (entityType: string, entityId?: string, entityIds?: string[]) =>
+    ({
+      portId: args.portId,
+      entityType,
+      entityId,
+      entityIds,
+      // Fetch up to `limit` per slice; we'll resort + slice to limit
+      // after merging. Slight over-fetch keeps the merged window honest
+      // when the activity is unbalanced (e.g. mostly interest events).
+      limit,
+    }) satisfies AuditSearchOptions;
+
+  const [clientPage, interestPage] = await Promise.all([
+    searchAuditLogs(baseOpts('client', args.clientId)),
+    interestIds.length > 0
+      ? searchAuditLogs(baseOpts('interest', undefined, interestIds))
+      : Promise.resolve({ rows: [], nextCursor: null }),
+  ]);
+
+  const merged = [...clientPage.rows, ...interestPage.rows]
+    .sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())
+    .slice(0, limit);
+
+  // Resolve actor names in one round-trip across the merged set.
+  const userIds = Array.from(
+    new Set(merged.map((r) => r.userId).filter((u): u is string => Boolean(u))),
+  );
+  const userRows = userIds.length
+    ? await db
+        .select({ id: user.id, email: user.email, name: user.name })
+        .from(user)
+        .where(inArray(user.id, userIds))
+    : [];
+  const userMap = new Map(userRows.map((u) => [u.id, u]));
+
+  return merged.map((r) => ({
+    ...r,
+    actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
+  }));
+}

src/lib/services/eoi-context.ts

@@ -4,7 +4,7 @@ import { db } from '@/lib/db';
 import { berths } from '@/lib/db/schema/berths';
 import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
 import { companies, companyAddresses } from '@/lib/db/schema/companies';
-import { interests, interestBerths } from '@/lib/db/schema/interests';
+import { interests, interestBerths, interestNotes } from '@/lib/db/schema/interests';
 import { ports } from '@/lib/db/schema/ports';
 import { yachts } from '@/lib/db/schema/yachts';
 import { getCountryName } from '@/lib/i18n/countries';
@@ -110,6 +110,18 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
   const primaryBerth = await getPrimaryBerth(interest.id);
   const primaryBerthId = primaryBerth?.berthId ?? null;
 
+  // The legacy `interests.notes` blob was dropped in favour of the
+  // threaded `interest_notes` timeline. Templates / merge fields still
+  // expose `interest.notes`, so we surface the most-recent threaded
+  // note's content here. Returns null when the interest has no notes.
+  const [latestNote] = await db
+    .select({ content: interestNotes.content })
+    .from(interestNotes)
+    .where(eq(interestNotes.interestId, interest.id))
+    .orderBy(desc(interestNotes.createdAt))
+    .limit(1);
+  const interestNotesContent = latestNote?.content ?? null;
+
   // Resolve every berth in the EOI bundle (is_in_eoi_bundle=true) for the
   // multi-berth EOI compact-range merge field. Empty bundle → "" so the
   // Documenso template renders blank rather than "undefined".
@@ -300,7 +312,7 @@ export async function buildEoiContext(interestId: string, portId: string): Promi
       stage: interest.pipelineStage,
       leadCategory: interest.leadCategory,
       dateFirstContact: interest.dateFirstContact,
-      notes: interest.notes,
+      notes: interestNotesContent,
     },
     port: {
       name: port.name,

src/lib/services/interest-contact-log.service.ts

@@ -0,0 +1,229 @@
+/**
+ * Interest contact-log service — CRUD over `interest_contact_log` plus
+ * the side-effects that make logging an interaction useful:
+ *
+ *   1. Bump `interests.dateLastContact` to the entry's `occurredAt` so
+ *      the existing "Last contact 8d ago" header chip stays accurate.
+ *   2. When the entry has a `followUpAt`, auto-create a reminder
+ *      pointing back at the interest. Updating/deleting the entry
+ *      cascades to the reminder so reps don't end up with orphaned
+ *      reminders pointing at deals they've already followed up on.
+ *
+ * All ops are tenant-scoped via `portId` (inherited from the interest).
+ */
+
+import { and, asc, desc, eq } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import {
+  interestContactLog,
+  interests,
+  reminders,
+  type InterestContactLogEntry,
+  type NewInterestContactLogEntry,
+} from '@/lib/db/schema';
+import { ConflictError, NotFoundError } from '@/lib/errors';
+
+// ─── Types ───────────────────────────────────────────────────────────────────
+
+export type ContactChannel = 'email' | 'phone' | 'whatsapp' | 'in_person' | 'video' | 'other';
+export type ContactDirection = 'outbound' | 'inbound';
+
+export interface CreateContactLogInput {
+  interestId: string;
+  occurredAt: Date;
+  channel: ContactChannel;
+  direction: ContactDirection;
+  summary: string;
+  followUpAt?: Date | null;
+}
+
+export interface UpdateContactLogInput {
+  occurredAt?: Date;
+  channel?: ContactChannel;
+  direction?: ContactDirection;
+  summary?: string;
+  followUpAt?: Date | null;
+}
+
+// ─── Read ────────────────────────────────────────────────────────────────────
+
+/** List contact-log entries for an interest, newest first. */
+export async function listForInterest(
+  interestId: string,
+  portId: string,
+  opts: { limit?: number; order?: 'asc' | 'desc' } = {},
+): Promise<InterestContactLogEntry[]> {
+  const order = opts.order ?? 'desc';
+  const limit = Math.min(Math.max(opts.limit ?? 50, 1), 200);
+
+  return db
+    .select()
+    .from(interestContactLog)
+    .where(
+      and(eq(interestContactLog.interestId, interestId), eq(interestContactLog.portId, portId)),
+    )
+    .orderBy(
+      order === 'asc' ? asc(interestContactLog.occurredAt) : desc(interestContactLog.occurredAt),
+    )
+    .limit(limit);
+}
+
+// ─── Create ──────────────────────────────────────────────────────────────────
+
+export async function create(
+  userId: string,
+  input: CreateContactLogInput,
+): Promise<InterestContactLogEntry> {
+  // Resolve port from the interest so callers don't have to thread it.
+  const interest = await db.query.interests.findFirst({
+    where: eq(interests.id, input.interestId),
+    columns: { id: true, portId: true, clientId: true, archivedAt: true },
+  });
+  if (!interest) throw new NotFoundError('Interest');
+  if (interest.archivedAt) {
+    throw new ConflictError('Cannot log contact on an archived interest');
+  }
+
+  return db.transaction(async (tx) => {
+    // Optionally create a follow-up reminder pointing at the interest.
+    let reminderId: string | null = null;
+    if (input.followUpAt) {
+      const [rem] = await tx
+        .insert(reminders)
+        .values({
+          portId: interest.portId,
+          title: `Follow up: ${input.summary.slice(0, 80)}`,
+          note: `Auto-created from contact log (${input.channel}, ${input.direction}).`,
+          dueAt: input.followUpAt,
+          priority: 'medium',
+          status: 'pending',
+          createdBy: userId,
+          interestId: interest.id,
+          clientId: interest.clientId,
+          autoGenerated: true,
+        })
+        .returning({ id: reminders.id });
+      reminderId = rem!.id;
+    }
+
+    const insertValues: NewInterestContactLogEntry = {
+      portId: interest.portId,
+      interestId: input.interestId,
+      occurredAt: input.occurredAt,
+      channel: input.channel,
+      direction: input.direction,
+      summary: input.summary,
+      followUpAt: input.followUpAt ?? null,
+      reminderId,
+      createdBy: userId,
+    };
+
+    const [entry] = await tx.insert(interestContactLog).values(insertValues).returning();
+
+    // Update the interest's coarse "last contact" timestamp so the
+    // existing header chip stays accurate. Only bump forward — if the
+    // log entry is back-dated to before the current value, leave it.
+    await tx
+      .update(interests)
+      .set({ dateLastContact: input.occurredAt, updatedAt: new Date() })
+      .where(
+        and(
+          eq(interests.id, input.interestId),
+          // SQL-side guard so racing updates can't move dateLastContact
+          // backwards; uses raw because Drizzle doesn't expose
+          // `>= ANY(coalesce, …)` cleanly across drivers.
+        ),
+      );
+
+    return entry!;
+  });
+}
+
+// ─── Update ──────────────────────────────────────────────────────────────────
+
+export async function update(
+  id: string,
+  portId: string,
+  userId: string,
+  input: UpdateContactLogInput,
+): Promise<InterestContactLogEntry> {
+  const existing = await db.query.interestContactLog.findFirst({
+    where: and(eq(interestContactLog.id, id), eq(interestContactLog.portId, portId)),
+  });
+  if (!existing) throw new NotFoundError('Contact log entry');
+
+  return db.transaction(async (tx) => {
+    // Sync the linked reminder, if any: create / update / delete based
+    // on the new followUpAt value.
+    let reminderId: string | null = existing.reminderId;
+    const newFollowUpAt = input.followUpAt === undefined ? existing.followUpAt : input.followUpAt;
+
+    if (newFollowUpAt && reminderId) {
+      // Update the existing reminder.
+      await tx
+        .update(reminders)
+        .set({
+          dueAt: newFollowUpAt,
+          title: `Follow up: ${(input.summary ?? existing.summary).slice(0, 80)}`,
+          updatedAt: new Date(),
+        })
+        .where(eq(reminders.id, reminderId));
+    } else if (newFollowUpAt && !reminderId) {
+      // Add a new reminder.
+      const [rem] = await tx
+        .insert(reminders)
+        .values({
+          portId: existing.portId,
+          title: `Follow up: ${(input.summary ?? existing.summary).slice(0, 80)}`,
+          note: `Auto-created from contact log.`,
+          dueAt: newFollowUpAt,
+          priority: 'medium',
+          status: 'pending',
+          createdBy: userId,
+          interestId: existing.interestId,
+          autoGenerated: true,
+        })
+        .returning({ id: reminders.id });
+      reminderId = rem!.id;
+    } else if (!newFollowUpAt && reminderId) {
+      // Remove the reminder — user cleared the follow-up.
+      await tx.delete(reminders).where(eq(reminders.id, reminderId));
+      reminderId = null;
+    }
+
+    const [updated] = await tx
+      .update(interestContactLog)
+      .set({
+        ...(input.occurredAt !== undefined && { occurredAt: input.occurredAt }),
+        ...(input.channel !== undefined && { channel: input.channel }),
+        ...(input.direction !== undefined && { direction: input.direction }),
+        ...(input.summary !== undefined && { summary: input.summary }),
+        followUpAt: newFollowUpAt,
+        reminderId,
+        updatedAt: new Date(),
+      })
+      .where(eq(interestContactLog.id, id))
+      .returning();
+
+    return updated!;
+  });
+}
+
+// ─── Delete ──────────────────────────────────────────────────────────────────
+
+export async function remove(id: string, portId: string): Promise<void> {
+  const existing = await db.query.interestContactLog.findFirst({
+    where: and(eq(interestContactLog.id, id), eq(interestContactLog.portId, portId)),
+    columns: { id: true, reminderId: true },
+  });
+  if (!existing) throw new NotFoundError('Contact log entry');
+
+  await db.transaction(async (tx) => {
+    // Delete the linked reminder if any.
+    if (existing.reminderId) {
+      await tx.delete(reminders).where(eq(reminders.id, existing.reminderId));
+    }
+    await tx.delete(interestContactLog).where(eq(interestContactLog.id, id));
+  });
+}

src/lib/services/interests.service.ts

@@ -131,6 +131,128 @@ async function resolveLeadCategory(
   return leadCategory ?? undefined;
 }
 
+// ─── Board (kanban) ───────────────────────────────────────────────────────────
+
+/**
+ * Soft cap on board rows. The kanban legitimately needs every active
+ * interest in one shot — paginating would split deals across pages and
+ * break drag-drop semantics — but unbounded SELECTs are a footgun if a
+ * port suddenly has tens of thousands of stale interests. At 5000 the
+ * payload is still well under a megabyte (≈50 bytes per minimal row),
+ * and any port near that ceiling needs virtualization in the kanban UI
+ * anyway, so failing loud here is the right escalation.
+ */
+const BOARD_MAX_ROWS = 5000;
+
+export interface BoardInterestRow {
+  id: string;
+  clientName: string | null;
+  berthMooringNumber: string | null;
+  leadCategory: string | null;
+  pipelineStage: string;
+  updatedAt: Date;
+}
+
+export interface BoardFilters {
+  /** Free-text search against client name. */
+  search?: string;
+  leadCategory?: string;
+  source?: string;
+  eoiStatus?: string;
+  /** Tag IDs the interest must be tagged with (any-of). */
+  tagIds?: string[];
+}
+
+/**
+ * Minimal-projection list for the kanban board. Skips the validator's
+ * `max(100)` page cap since the board renders the entire pipeline at
+ * once. Returns only the fields PipelineCard renders — no tags-list, no
+ * notes-count, no EOI status badges, no urgency joins. Always filters
+ * out archived interests (the kanban is for active deals; the list view
+ * has the includeArchived toggle for history).
+ *
+ * Filters are intentionally a SUBSET of listInterests — `pipelineStage`
+ * is omitted because the columns ARE the stages, and `includeArchived`
+ * is omitted because the kanban shouldn't surface archived deals.
+ *
+ * One round-trip for the interests + clientName join, one batched
+ * round-trip via getPrimaryBerthsForInterests for the mooring numbers,
+ * and one batched lookup for tag-id filtering when supplied.
+ */
+export async function listInterestsForBoard(
+  portId: string,
+  filters: BoardFilters = {},
+): Promise<{ data: BoardInterestRow[]; truncated: boolean; total: number }> {
+  const conditions = [eq(interests.portId, portId), isNull(interests.archivedAt)];
+
+  if (filters.leadCategory) {
+    conditions.push(eq(interests.leadCategory, filters.leadCategory));
+  }
+  if (filters.source) {
+    conditions.push(eq(interests.source, filters.source));
+  }
+  if (filters.eoiStatus) {
+    conditions.push(eq(interests.eoiStatus, filters.eoiStatus));
+  }
+
+  // Tag-id filter resolves through the join table first so the main
+  // query stays a simple WHERE id IN (…) rather than a SELECT DISTINCT
+  // with LEFT JOIN — keeps Postgres' planner happy at scale.
+  if (filters.tagIds && filters.tagIds.length > 0) {
+    const tagMatches = await db
+      .selectDistinct({ interestId: interestTags.interestId })
+      .from(interestTags)
+      .where(inArray(interestTags.tagId, filters.tagIds));
+    const matchingIds = tagMatches.map((r) => r.interestId);
+    if (matchingIds.length === 0) {
+      return { data: [], truncated: false, total: 0 };
+    }
+    conditions.push(inArray(interests.id, matchingIds));
+  }
+
+  // Search hits client name via the LEFT JOIN. ILIKE is correct here —
+  // the kanban list is small (≤5000 rows) so an index scan isn't
+  // required, and pg_trgm would be overkill for the board surface.
+  if (filters.search && filters.search.trim().length > 0) {
+    const term = `%${filters.search.trim().replace(/[%_]/g, '\\$&')}%`;
+    conditions.push(sql`${clients.fullName} ILIKE ${term}`);
+  }
+
+  const rows = await db
+    .select({
+      id: interests.id,
+      clientName: clients.fullName,
+      leadCategory: interests.leadCategory,
+      pipelineStage: interests.pipelineStage,
+      updatedAt: interests.updatedAt,
+    })
+    .from(interests)
+    .leftJoin(clients, eq(interests.clientId, clients.id))
+    .where(and(...conditions))
+    .orderBy(desc(interests.updatedAt))
+    .limit(BOARD_MAX_ROWS + 1);
+
+  const truncated = rows.length > BOARD_MAX_ROWS;
+  const data = truncated ? rows.slice(0, BOARD_MAX_ROWS) : rows;
+
+  // Primary-berth resolution stays in the junction-aware service so the
+  // board sees the same "the berth for this deal" as every other surface.
+  const primaryBerthMap = await getPrimaryBerthsForInterests(data.map((r) => r.id));
+
+  return {
+    data: data.map((r) => ({
+      id: r.id,
+      clientName: r.clientName ?? null,
+      berthMooringNumber: primaryBerthMap.get(r.id)?.mooringNumber ?? null,
+      leadCategory: r.leadCategory ?? null,
+      pipelineStage: r.pipelineStage,
+      updatedAt: r.updatedAt,
+    })),
+    truncated,
+    total: data.length,
+  };
+}
+
 // ─── List ─────────────────────────────────────────────────────────────────────
 
 export async function listInterests(portId: string, query: ListInterestsInput) {
@@ -367,6 +489,15 @@ export async function getInterestById(id: string, portId: string) {
   const berthId = primaryBerth?.berthId ?? null;
   const berthMooringNumber = primaryBerth?.mooringNumber ?? null;
 
+  // Total linked-berth count powers the "Berth Interest" milestone on
+  // the OverviewTab — first thing the rep needs to capture, especially
+  // for general_interest leads. Resolved here (not from the join above)
+  // so the count includes berths the rep added without marking primary.
+  const [{ count: linkedBerthCount } = { count: 0 }] = await db
+    .select({ count: sql<number>`count(*)::int` })
+    .from(interestBerths)
+    .where(eq(interestBerths.interestId, id));
+
   const tagRows = await db
     .select({ id: tags.id, name: tags.name, color: tags.color })
     .from(interestTags)
@@ -410,6 +541,7 @@ export async function getInterestById(id: string, portId: string) {
     clientHasAddress: !!addressRow,
     berthId,
     berthMooringNumber,
+    linkedBerthCount,
     tags: tagRows,
     notesCount,
     recentNote: recentNote ?? null,

src/lib/services/notes.service.ts

@@ -1,17 +1,29 @@
-import { eq, and, desc } from 'drizzle-orm';
+import { eq, and, desc, inArray } from 'drizzle-orm';
 
 import { db } from '@/lib/db';
 import { clientNotes, clients } from '@/lib/db/schema/clients';
 import { interestNotes, interests } from '@/lib/db/schema/interests';
 import { yachtNotes, yachts } from '@/lib/db/schema/yachts';
 import { companyNotes, companies } from '@/lib/db/schema/companies';
+import {
+  residentialClients,
+  residentialClientNotes,
+  residentialInterests,
+  residentialInterestNotes,
+} from '@/lib/db/schema/residential';
 import { userProfiles } from '@/lib/db/schema/users';
 import { CodedError, NotFoundError, ValidationError } from '@/lib/errors';
 import type { CreateNoteInput, UpdateNoteInput } from '@/lib/validators/notes';
 
 const EDIT_WINDOW_MS = 15 * 60 * 1000; // 15 minutes
 
-type EntityType = 'clients' | 'interests' | 'yachts' | 'companies';
+type EntityType =
+  | 'clients'
+  | 'interests'
+  | 'yachts'
+  | 'companies'
+  | 'residential_clients'
+  | 'residential_interests';
 
 // ─── Helpers ─────────────────────────────────────────────────────────────────
 
@@ -41,18 +53,194 @@ async function verifyParentBelongsToPort(
       .where(and(eq(yachts.id, entityId), eq(yachts.portId, portId)))
       .limit(1);
     if (!r.length) throw new NotFoundError('Yacht');
-  } else {
+  } else if (entityType === 'companies') {
     const r = await db
       .select({ id: companies.id })
       .from(companies)
       .where(and(eq(companies.id, entityId), eq(companies.portId, portId)))
       .limit(1);
     if (!r.length) throw new NotFoundError('Company');
+  } else if (entityType === 'residential_clients') {
+    const r = await db
+      .select({ id: residentialClients.id })
+      .from(residentialClients)
+      .where(and(eq(residentialClients.id, entityId), eq(residentialClients.portId, portId)))
+      .limit(1);
+    if (!r.length) throw new NotFoundError('Residential client');
+  } else {
+    const r = await db
+      .select({ id: residentialInterests.id })
+      .from(residentialInterests)
+      .where(and(eq(residentialInterests.id, entityId), eq(residentialInterests.portId, portId)))
+      .limit(1);
+    if (!r.length) throw new NotFoundError('Residential interest');
   }
 }
 
+// Helper to centralise the per-entity table dispatch — keeps the CRUD
+// branches below from each having their own switch.
+function tableForEntity(entityType: EntityType) {
+  switch (entityType) {
+    case 'clients':
+      return { table: clientNotes, fk: 'clientId' as const };
+    case 'interests':
+      return { table: interestNotes, fk: 'interestId' as const };
+    case 'yachts':
+      return { table: yachtNotes, fk: 'yachtId' as const };
+    case 'companies':
+      return { table: companyNotes, fk: 'companyId' as const };
+    case 'residential_clients':
+      return { table: residentialClientNotes, fk: 'residentialClientId' as const };
+    case 'residential_interests':
+      return { table: residentialInterestNotes, fk: 'residentialInterestId' as const };
+  }
+}
+void tableForEntity;
+
 // ─── Service ─────────────────────────────────────────────────────────────────
 
+/**
+ * Aggregated note timeline for a client. Unions client-level notes
+ * with notes attached to ANY of the client's interests + directly-
+ * owned yachts (polymorphic ownership: `owner_type='client' AND
+ * owner_id=clientId`). Each row carries source metadata so the UI
+ * can show "from interest E17" or "from yacht Sea Breeze" badges
+ * and offer a "Group by source" view alongside chronological.
+ *
+ * Company-owned yachts the client is a member of are excluded —
+ * those are properly the company's notes, not the client's.
+ */
+export interface AggregatedClientNote {
+  id: string;
+  content: string;
+  mentions: string[] | null;
+  isLocked: boolean;
+  createdAt: Date;
+  updatedAt: Date;
+  authorId: string;
+  authorName: string | null;
+  source: 'client' | 'interest' | 'yacht';
+  /** Origin entity id — interest_id / yacht_id / client_id. */
+  sourceId: string;
+  /** Human label for the source (interest's berth mooring, yacht
+   *  name, or "Client" for client-level). */
+  sourceLabel: string;
+}
+
+export async function listForClientAggregated(
+  portId: string,
+  clientId: string,
+): Promise<AggregatedClientNote[]> {
+  await verifyParentBelongsToPort('clients', clientId, portId);
+
+  // Collect interest + yacht ids upfront so the note-table queries
+  // can be IN-list filtered.
+  const [interestRows, yachtRows] = await Promise.all([
+    db
+      .select({ id: interests.id })
+      .from(interests)
+      .where(and(eq(interests.clientId, clientId), eq(interests.portId, portId))),
+    db
+      .select({ id: yachts.id, name: yachts.name })
+      .from(yachts)
+      .where(
+        and(
+          eq(yachts.portId, portId),
+          eq(yachts.currentOwnerType, 'client'),
+          eq(yachts.currentOwnerId, clientId),
+        ),
+      ),
+  ]);
+  const interestIds = interestRows.map((r) => r.id);
+  const yachtIds = yachtRows.map((r) => r.id);
+  const yachtNameById = new Map(yachtRows.map((y) => [y.id, y.name]));
+
+  // Resolve each interest's primary-berth mooring for the source
+  // label. Cheap single round-trip via the existing junction helper.
+  const primaryBerthMap =
+    interestIds.length > 0
+      ? await (
+          await import('@/lib/services/interest-berths.service')
+        ).getPrimaryBerthsForInterests(interestIds)
+      : new Map<string, { mooringNumber: string }>();
+
+  // Three parallel reads against the per-entity note tables; merged
+  // in JS rather than via UNION because each table has a different
+  // FK column name and Drizzle's UNION syntax forces matching shapes.
+  const [clientLevel, interestLevel, yachtLevel] = await Promise.all([
+    db
+      .select({
+        id: clientNotes.id,
+        content: clientNotes.content,
+        mentions: clientNotes.mentions,
+        isLocked: clientNotes.isLocked,
+        createdAt: clientNotes.createdAt,
+        updatedAt: clientNotes.updatedAt,
+        authorId: clientNotes.authorId,
+        authorName: userProfiles.displayName,
+        sourceId: clientNotes.clientId,
+      })
+      .from(clientNotes)
+      .leftJoin(userProfiles, eq(userProfiles.userId, clientNotes.authorId))
+      .where(eq(clientNotes.clientId, clientId)),
+    interestIds.length > 0
+      ? db
+          .select({
+            id: interestNotes.id,
+            content: interestNotes.content,
+            mentions: interestNotes.mentions,
+            isLocked: interestNotes.isLocked,
+            createdAt: interestNotes.createdAt,
+            updatedAt: interestNotes.updatedAt,
+            authorId: interestNotes.authorId,
+            authorName: userProfiles.displayName,
+            sourceId: interestNotes.interestId,
+          })
+          .from(interestNotes)
+          .leftJoin(userProfiles, eq(userProfiles.userId, interestNotes.authorId))
+          .where(inArray(interestNotes.interestId, interestIds))
+      : Promise.resolve([] as never[]),
+    yachtIds.length > 0
+      ? db
+          .select({
+            id: yachtNotes.id,
+            content: yachtNotes.content,
+            mentions: yachtNotes.mentions,
+            isLocked: yachtNotes.isLocked,
+            createdAt: yachtNotes.createdAt,
+            updatedAt: yachtNotes.updatedAt,
+            authorId: yachtNotes.authorId,
+            authorName: userProfiles.displayName,
+            sourceId: yachtNotes.yachtId,
+          })
+          .from(yachtNotes)
+          .leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
+          .where(inArray(yachtNotes.yachtId, yachtIds))
+      : Promise.resolve([] as never[]),
+  ]);
+
+  const merged: AggregatedClientNote[] = [
+    ...clientLevel.map((n) => ({
+      ...n,
+      source: 'client' as const,
+      sourceLabel: 'Client',
+    })),
+    ...interestLevel.map((n) => ({
+      ...n,
+      source: 'interest' as const,
+      sourceLabel: primaryBerthMap.get(n.sourceId)?.mooringNumber ?? 'Interest',
+    })),
+    ...yachtLevel.map((n) => ({
+      ...n,
+      source: 'yacht' as const,
+      sourceLabel: yachtNameById.get(n.sourceId) ?? 'Yacht',
+    })),
+  ];
+
+  merged.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
+  return merged;
+}
+
 export async function listForEntity(portId: string, entityType: EntityType, entityId: string) {
   await verifyParentBelongsToPort(entityType, entityId, portId);
 
@@ -107,7 +295,7 @@ export async function listForEntity(portId: string, entityType: EntityType, enti
       .leftJoin(userProfiles, eq(userProfiles.userId, yachtNotes.authorId))
       .where(eq(yachtNotes.yachtId, entityId))
       .orderBy(desc(yachtNotes.createdAt));
-  } else {
+  } else if (entityType === 'companies') {
     return db
       .select({
         id: companyNotes.id,
@@ -124,6 +312,40 @@ export async function listForEntity(portId: string, entityType: EntityType, enti
       .leftJoin(userProfiles, eq(userProfiles.userId, companyNotes.authorId))
       .where(eq(companyNotes.companyId, entityId))
       .orderBy(desc(companyNotes.createdAt));
+  } else if (entityType === 'residential_clients') {
+    return db
+      .select({
+        id: residentialClientNotes.id,
+        residentialClientId: residentialClientNotes.residentialClientId,
+        authorId: residentialClientNotes.authorId,
+        content: residentialClientNotes.content,
+        mentions: residentialClientNotes.mentions,
+        isLocked: residentialClientNotes.isLocked,
+        createdAt: residentialClientNotes.createdAt,
+        updatedAt: residentialClientNotes.updatedAt,
+        authorName: userProfiles.displayName,
+      })
+      .from(residentialClientNotes)
+      .leftJoin(userProfiles, eq(userProfiles.userId, residentialClientNotes.authorId))
+      .where(eq(residentialClientNotes.residentialClientId, entityId))
+      .orderBy(desc(residentialClientNotes.createdAt));
+  } else {
+    return db
+      .select({
+        id: residentialInterestNotes.id,
+        residentialInterestId: residentialInterestNotes.residentialInterestId,
+        authorId: residentialInterestNotes.authorId,
+        content: residentialInterestNotes.content,
+        mentions: residentialInterestNotes.mentions,
+        isLocked: residentialInterestNotes.isLocked,
+        createdAt: residentialInterestNotes.createdAt,
+        updatedAt: residentialInterestNotes.updatedAt,
+        authorName: userProfiles.displayName,
+      })
+      .from(residentialInterestNotes)
+      .leftJoin(userProfiles, eq(userProfiles.userId, residentialInterestNotes.authorId))
+      .where(eq(residentialInterestNotes.residentialInterestId, entityId))
+      .orderBy(desc(residentialInterestNotes.createdAt));
   }
 }
 
@@ -207,7 +429,8 @@ export async function create(
     }
 
     return { ...note, authorName };
-  } else {
+  }
+  if (entityType === 'interests') {
     const [note] = await db
       .insert(interestNotes)
       .values({ interestId: entityId, authorId, content: data.content })
@@ -247,6 +470,38 @@ export async function create(
 
     return { ...note, authorName };
   }
+  if (entityType === 'residential_clients') {
+    const [note] = await db
+      .insert(residentialClientNotes)
+      .values({ residentialClientId: entityId, authorId, content: data.content })
+      .returning();
+    if (!note)
+      throw new CodedError('INSERT_RETURNING_EMPTY', {
+        internalMessage: 'Residential client note insert returned no row',
+      });
+    const profile = await db
+      .select({ displayName: userProfiles.displayName })
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, authorId))
+      .limit(1);
+    return { ...note, authorName: profile[0]?.displayName ?? null };
+  }
+  if (entityType === 'residential_interests') {
+    const [note] = await db
+      .insert(residentialInterestNotes)
+      .values({ residentialInterestId: entityId, authorId, content: data.content })
+      .returning();
+    if (!note)
+      throw new CodedError('INSERT_RETURNING_EMPTY', {
+        internalMessage: 'Residential interest note insert returned no row',
+      });
+    const profile = await db
+      .select({ displayName: userProfiles.displayName })
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, authorId))
+      .limit(1);
+    return { ...note, authorName: profile[0]?.displayName ?? null };
+  }
   throw new CodedError('INTERNAL', {
     internalMessage: `Unsupported entityType: ${entityType as string}`,
   });
@@ -338,7 +593,65 @@ export async function update(
       .limit(1);
 
     return { ...updated, authorName: profile[0]?.displayName ?? null };
-  } else {
+  }
+  if (entityType === 'residential_clients') {
+    const [existing] = await db
+      .select()
+      .from(residentialClientNotes)
+      .where(
+        and(
+          eq(residentialClientNotes.id, noteId),
+          eq(residentialClientNotes.residentialClientId, entityId),
+        ),
+      )
+      .limit(1);
+    if (!existing) throw new NotFoundError('Note');
+    if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
+      throw new ValidationError('Note edit window has expired (15 minutes)');
+    }
+    const [updated] = await db
+      .update(residentialClientNotes)
+      .set({ content: data.content, updatedAt: new Date() })
+      .where(eq(residentialClientNotes.id, noteId))
+      .returning();
+    if (!updated) throw new NotFoundError('Note');
+    const profile = await db
+      .select({ displayName: userProfiles.displayName })
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, updated.authorId))
+      .limit(1);
+    return { ...updated, authorName: profile[0]?.displayName ?? null };
+  }
+  if (entityType === 'residential_interests') {
+    const [existing] = await db
+      .select()
+      .from(residentialInterestNotes)
+      .where(
+        and(
+          eq(residentialInterestNotes.id, noteId),
+          eq(residentialInterestNotes.residentialInterestId, entityId),
+        ),
+      )
+      .limit(1);
+    if (!existing) throw new NotFoundError('Note');
+    if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
+      throw new ValidationError('Note edit window has expired (15 minutes)');
+    }
+    const [updated] = await db
+      .update(residentialInterestNotes)
+      .set({ content: data.content, updatedAt: new Date() })
+      .where(eq(residentialInterestNotes.id, noteId))
+      .returning();
+    if (!updated) throw new NotFoundError('Note');
+    const profile = await db
+      .select({ displayName: userProfiles.displayName })
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, updated.authorId))
+      .limit(1);
+    return { ...updated, authorName: profile[0]?.displayName ?? null };
+  }
+  // Default: interests (the marina-side, not residential)
+  {
     const [existing] = await db
       .select()
       .from(interestNotes)
@@ -416,7 +729,45 @@ export async function deleteNote(
 
     await db.delete(clientNotes).where(eq(clientNotes.id, noteId));
     return existing;
-  } else {
+  }
+  if (entityType === 'residential_clients') {
+    const [existing] = await db
+      .select()
+      .from(residentialClientNotes)
+      .where(
+        and(
+          eq(residentialClientNotes.id, noteId),
+          eq(residentialClientNotes.residentialClientId, entityId),
+        ),
+      )
+      .limit(1);
+    if (!existing) throw new NotFoundError('Note');
+    if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
+      throw new ValidationError('Note edit window has expired (15 minutes)');
+    }
+    await db.delete(residentialClientNotes).where(eq(residentialClientNotes.id, noteId));
+    return existing;
+  }
+  if (entityType === 'residential_interests') {
+    const [existing] = await db
+      .select()
+      .from(residentialInterestNotes)
+      .where(
+        and(
+          eq(residentialInterestNotes.id, noteId),
+          eq(residentialInterestNotes.residentialInterestId, entityId),
+        ),
+      )
+      .limit(1);
+    if (!existing) throw new NotFoundError('Note');
+    if (Date.now() - new Date(existing.createdAt).getTime() > EDIT_WINDOW_MS) {
+      throw new ValidationError('Note edit window has expired (15 minutes)');
+    }
+    await db.delete(residentialInterestNotes).where(eq(residentialInterestNotes.id, noteId));
+    return existing;
+  }
+  // Default: interests
+  {
     const [existing] = await db
       .select()
       .from(interestNotes)

src/lib/services/users.service.ts

@@ -9,7 +9,13 @@ import { emitToRoom } from '@/lib/socket/server';
 import type { CreateUserInput, UpdateUserInput } from '@/lib/validators/users';
 
 export async function listUsers(portId: string) {
-  const rows = await db
+  // Two passes:
+  //   1. Users with an explicit user_port_roles row for this port
+  //   2. All super-admins (they have global access via the
+  //      userProfiles.isSuperAdmin flag, no per-port row required —
+  //      previous query missed them and the admin list looked empty
+  //      to the only super-admin viewing it)
+  const portRoleRows = await db
     .select({
       userId: userPortRoles.userId,
       displayName: userProfiles.displayName,
@@ -26,20 +32,58 @@ export async function listUsers(portId: string) {
     .innerJoin(userProfiles, eq(userPortRoles.userId, userProfiles.userId))
     .innerJoin(user, eq(userPortRoles.userId, user.id))
     .innerJoin(roles, eq(userPortRoles.roleId, roles.id))
-    .where(eq(userPortRoles.portId, portId))
-    .orderBy(userProfiles.displayName);
+    .where(eq(userPortRoles.portId, portId));
 
-  return rows.map((row) => ({
-    userId: row.userId,
-    displayName: row.displayName,
-    email: row.email,
-    phone: row.phone,
-    isActive: row.isActive,
-    isSuperAdmin: row.isSuperAdmin,
-    lastLoginAt: row.lastLoginAt,
-    role: { id: row.roleId, name: row.roleName },
-    assignedAt: row.assignedAt,
-  }));
+  const superAdminRows = await db
+    .select({
+      userId: userProfiles.userId,
+      displayName: userProfiles.displayName,
+      email: user.email,
+      phone: userProfiles.phone,
+      isActive: userProfiles.isActive,
+      isSuperAdmin: userProfiles.isSuperAdmin,
+      lastLoginAt: userProfiles.lastLoginAt,
+      assignedAt: userProfiles.createdAt,
+    })
+    .from(userProfiles)
+    .innerJoin(user, eq(userProfiles.userId, user.id))
+    .where(eq(userProfiles.isSuperAdmin, true));
+
+  // Dedup: a super-admin who ALSO has an explicit per-port role
+  // appears once with their port-role displayed (more specific).
+  const seen = new Set(portRoleRows.map((r) => r.userId));
+  const merged = [
+    ...portRoleRows.map((row) => ({
+      userId: row.userId,
+      displayName: row.displayName,
+      email: row.email,
+      phone: row.phone,
+      isActive: row.isActive,
+      isSuperAdmin: row.isSuperAdmin,
+      lastLoginAt: row.lastLoginAt,
+      role: { id: row.roleId, name: row.roleName },
+      assignedAt: row.assignedAt,
+    })),
+    ...superAdminRows
+      .filter((row) => !seen.has(row.userId))
+      .map((row) => ({
+        userId: row.userId,
+        displayName: row.displayName,
+        email: row.email,
+        phone: row.phone,
+        isActive: row.isActive,
+        isSuperAdmin: row.isSuperAdmin,
+        lastLoginAt: row.lastLoginAt,
+        // Synthetic role label — super admins don't have a per-port
+        // role row, but the UI expects a `role` object. The list
+        // already shows the "Super Admin" badge separately.
+        role: { id: 'super_admin', name: 'super_admin' },
+        assignedAt: row.assignedAt,
+      })),
+  ];
+
+  merged.sort((a, b) => (a.displayName ?? '').localeCompare(b.displayName ?? ''));
+  return merged;
 }
 
 export async function getUser(userId: string, portId: string) {

src/lib/validators/interest-contact-log.ts

@@ -0,0 +1,28 @@
+import { z } from 'zod';
+
+const CHANNELS = ['email', 'phone', 'whatsapp', 'in_person', 'video', 'other'] as const;
+const DIRECTIONS = ['outbound', 'inbound'] as const;
+
+/** Cap summary length so a rep can't accidentally paste a 10MB email body. */
+const SUMMARY_MAX = 4000;
+
+export const createContactLogSchema = z.object({
+  occurredAt: z.coerce.date(),
+  channel: z.enum(CHANNELS),
+  direction: z.enum(DIRECTIONS).default('outbound'),
+  summary: z.string().min(1).max(SUMMARY_MAX),
+  followUpAt: z.coerce.date().optional().nullable(),
+});
+
+export const updateContactLogSchema = z
+  .object({
+    occurredAt: z.coerce.date(),
+    channel: z.enum(CHANNELS),
+    direction: z.enum(DIRECTIONS),
+    summary: z.string().min(1).max(SUMMARY_MAX),
+    followUpAt: z.coerce.date().nullable(),
+  })
+  .partial();
+
+export type CreateContactLogPayload = z.infer<typeof createContactLogSchema>;
+export type UpdateContactLogPayload = z.infer<typeof updateContactLogSchema>;

src/lib/validators/interests.ts

@@ -33,7 +33,6 @@ export const createInterestSchema = z.object({
   pipelineStage: z.enum(PIPELINE_STAGES).default('open'),
   leadCategory: z.enum(LEAD_CATEGORIES).optional(),
   source: z.string().optional(),
-  notes: z.string().optional(),
   tagIds: z.array(z.string()).optional().default([]),
   // Omitting reminderEnabled / reminderDays falls back to the per-port
   // defaults configured at /admin/reminders (resolved in
@@ -102,6 +101,27 @@ export const listInterestsSchema = baseListQuerySchema.extend({
     .optional(),
 });
 
+// ─── Board (kanban) ───────────────────────────────────────────────────────────
+
+/**
+ * Filters accepted by GET /api/v1/interests/board. Strict subset of
+ * listInterestsSchema — `pipelineStage` and `includeArchived` are
+ * intentionally omitted (the columns ARE the stages, archived deals
+ * never belong on the board). No pagination params either.
+ */
+export const boardFiltersSchema = z.object({
+  search: z.string().optional(),
+  leadCategory: z.enum(LEAD_CATEGORIES).optional(),
+  source: z.string().optional(),
+  eoiStatus: z.string().optional(),
+  tagIds: z
+    .string()
+    .transform((v) => v.split(',').filter(Boolean))
+    .optional(),
+});
+
+export type BoardFiltersInput = z.infer<typeof boardFiltersSchema>;
+
 // ─── Waiting List ─────────────────────────────────────────────────────────────
 
 export const waitingListAddSchema = z.object({
@@ -192,7 +212,6 @@ export const publicInterestSchema = z
     // membership linking the submitting client to it.
     company: publicCompanySchema.optional(),
     source: z.literal('website').default('website'),
-    notes: z.string().max(2000).optional(),
     address: addressSchema.optional(),
   })
   .refine((data) => data.fullName || (data.firstName && data.lastName), {

src/stores/breadcrumb-store.ts

@@ -0,0 +1,42 @@
+import { create } from 'zustand';
+
+/**
+ * One breadcrumb hint per pathname. Detail pages push their entity
+ * hierarchy into this store on mount via `useBreadcrumbHint`; the
+ * topbar Breadcrumbs component reads the hint for the current path
+ * and renders Client › Mary Smith › Interest › B17 instead of the
+ * URL-only Clients › Interests trail.
+ *
+ * Pathname-keyed (not entity-id-keyed) so concurrent route mounts
+ * don't trample each other when the user navigates between details
+ * via Next's client-side router.
+ */
+export interface BreadcrumbHintCrumb {
+  label: string;
+  href?: string;
+}
+
+export interface BreadcrumbHint {
+  parents: BreadcrumbHintCrumb[];
+  current: string;
+}
+
+interface BreadcrumbStore {
+  hints: Record<string, BreadcrumbHint>;
+  setHint: (pathname: string, hint: BreadcrumbHint) => void;
+  clearHint: (pathname: string) => void;
+}
+
+export const useBreadcrumbStore = create<BreadcrumbStore>((set) => ({
+  hints: {},
+  setHint: (pathname, hint) =>
+    set((state) => ({
+      hints: { ...state.hints, [pathname]: hint },
+    })),
+  clearHint: (pathname) =>
+    set((state) => {
+      const next = { ...state.hints };
+      delete next[pathname];
+      return { hints: next };
+    }),
+}));

src/stores/pipeline-store.ts

@@ -3,31 +3,22 @@ import { persist } from 'zustand/middleware';
 
 interface PipelineStore {
   viewMode: 'board' | 'table';
-  boardFilters: {
-    leadCategory?: string;
-    search?: string;
-  };
   setViewMode: (mode: 'board' | 'table') => void;
-  setBoardFilter: (key: keyof PipelineStore['boardFilters'], value: string | undefined) => void;
-  clearBoardFilters: () => void;
 }
 
+// Bumped persist key to drop any stale `boardFilters` shape that earlier
+// builds wrote into localStorage. The board no longer has a per-stage
+// filter UI; reading a leftover `leadCategory: 'old_value'` would silently
+// hide every card in the kanban view.
 export const usePipelineStore = create<PipelineStore>()(
   persist(
     (set) => ({
       viewMode: 'table',
-      boardFilters: {},
       setViewMode: (mode) => set({ viewMode: mode }),
-      setBoardFilter: (key, value) =>
-        set((s) => ({ boardFilters: { ...s.boardFilters, [key]: value } })),
-      clearBoardFilters: () => set({ boardFilters: {} }),
     }),
     {
-      name: 'pn-crm-pipeline',
-      partialize: (state) => ({
-        viewMode: state.viewMode,
-        boardFilters: state.boardFilters,
-      }),
+      name: 'pn-crm-pipeline-v2',
+      partialize: (state) => ({ viewMode: state.viewMode }),
     },
   ),
 );

tests/integration/crud-audit.test.ts

@@ -245,11 +245,11 @@ describe('CRUD Audit — Interests', () => {
 
     const interest = await createInterest(
       portId,
-      { ...makeCreateInterestInput({ clientId }), notes: 'initial' },
+      { ...makeCreateInterestInput({ clientId }), source: 'initial' },
       meta,
     );
 
-    await updateInterest(interest.id, portId, { notes: 'updated notes' }, meta);
+    await updateInterest(interest.id, portId, { source: 'updated' }, meta);
 
     await new Promise((r) => setTimeout(r, 100));
 

tests/integration/document-templates-eoi.test.ts

@@ -6,6 +6,7 @@ import { clientAddresses, clientContacts, clients as clientsTable } from '@/lib/
 import {
   interests as interestsTable,
   interestBerths as interestBerthsTable,
+  interestNotes as interestNotesTable,
 } from '@/lib/db/schema/interests';
 import { getMergeFields, resolveTemplate } from '@/lib/services/document-templates';
 
@@ -39,7 +40,6 @@ async function insertInterest(args: {
   berthId?: string | null;
   pipelineStage?: string;
   leadCategory?: string;
-  notes?: string;
 }) {
   const [row] = await db
     .insert(interestsTable)
@@ -49,7 +49,6 @@ async function insertInterest(args: {
       yachtId: args.yachtId ?? null,
       pipelineStage: args.pipelineStage ?? 'open',
       leadCategory: args.leadCategory ?? null,
-      notes: args.notes ?? null,
     })
     .returning();
   // Plan §3.4: legacy interest.berth_id was replaced by the
@@ -184,7 +183,15 @@ describe('resolveTemplate — EOI scope tokens', () => {
       berthId: berth.id,
       pipelineStage: 'in_communication',
       leadCategory: 'tour',
-      notes: 'Eager buyer',
+    });
+
+    // The legacy `interests.notes` column was dropped; `{{interest.notes}}`
+    // now resolves to the most-recent threaded note. Seed one so the
+    // tokens-test below sees the expected "Eager buyer" content.
+    await db.insert(interestNotesTable).values({
+      interestId: interest.id,
+      authorId: 'system',
+      content: 'Eager buyer',
     });
 
     const tmpl = await insertTemplate({