feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones

Mobile + responsive
- berth-form full-width on phones (was 480px fixed → overflowed iPhone)
- currency-input switched to inputMode=decimal with live thousands separator
- client-form Country/Timezone/Source/Preferred-Contact full-width <sm
- contacts row restructured so Primary toggle + Remove get their own strip
- customize-dashboard footer stacks vertically on mobile; Done full-width
- interest-form client/berth pickers no longer cmdk-filter on UUID (typing
  "Carlos" now returns Carlos Vega instead of "No clients found")

Data + consistency
- SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces
  now resolve interest/client source from one place
- INTEREST_OUTCOMES adds lost_other (picker, badge, timeline)
- Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort
- archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles
- TableBody last-row uses border-b-0 (not border-0); colored left-accent
  on the bottom berth row now renders
- Hide Invite-to-Portal until port setting === true (was !== false default-show)
- OwnerPicker primer query resolves entity name on first paint (no more
  UUID flash before the popover opens)

Terminology
- Replaced user-facing "Documenso" with "signing service" / "Generated EOI" /
  "Manual EOI" in 8 components (admin/internal references kept)
- Plainer status-change copy on berth-detail-header

Forms + editing
- InlineEditableField gained a `date` variant (native picker); applied to
  company incorporation date and ready for other YYYY-MM-DD plaintext fields
- Inline source picker on interest-tabs detail (was free text)
- TagPicker self-hides when port has no tags AND nothing is selected
- New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom)
- Compose dialog follow-up is now a toggle that reveals datetime picker

Pipeline milestones
- changeStageSchema accepts optional milestoneDate; service stamps it on the
  matching date column instead of always using now
- MilestoneAdvanceButton popover collects a back-date before stage advance
- Applied to every "Mark X manually" surface on the interest overview

EOI / linked-berths polish
- Add-bypass row aligned inline with toggle descriptions
- Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their
  legal vs. public-map consequences

Surfaces
- Companies list now has the column picker + persisted hidden-column prefs
- NotesList aggregate flag enabled on clients, companies, residential_clients
  (yachts already aggregated)

ft/m unit toggle (interim, before drift fix)
- "Berth size desired" gets a section-level ft/m toggle; per-field hint shows
  the converted value. Storage stays canonical-ft for now; the drift-safe
  persistence migration is the next step.

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

src/components/companies/company-columns.tsx

@@ -42,6 +42,19 @@ const STATUS_LABELS: Record<string, string> = {
   dissolved: 'Dissolved',
 };
 
+export const COMPANY_COLUMN_OPTIONS = [
+  { id: 'name', label: 'Name', alwaysVisible: true },
+  { id: 'legalName', label: 'Legal Name' },
+  { id: 'taxId', label: 'Tax ID' },
+  { id: 'memberCount', label: 'Members' },
+  { id: 'yachtCount', label: 'Yachts' },
+  { id: 'status', label: 'Status' },
+  { id: 'actions', label: 'Actions', alwaysVisible: true },
+];
+
+/** Hidden by default — keep the table dense; opt-in to longer columns. */
+export const COMPANY_DEFAULT_HIDDEN: string[] = ['legalName', 'taxId'];
+
 interface GetCompanyColumnsOptions {
   portSlug: string;
   onEdit: (company: CompanyRow) => void;

src/components/companies/company-list.tsx

@@ -15,6 +15,7 @@ import { TableSkeleton } from '@/components/shared/loading-skeleton';
 import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
 import { PermissionGate } from '@/components/shared/permission-gate';
 import { TagPicker } from '@/components/shared/tag-picker';
+import { ColumnPicker } from '@/components/shared/column-picker';
 import {
   Dialog,
   DialogContent,
@@ -26,9 +27,16 @@ import {
 import { CompanyCard } from '@/components/companies/company-card';
 import { CompanyForm } from '@/components/companies/company-form';
 import { companyFilterDefinitions } from '@/components/companies/company-filters';
-import { getCompanyColumns, type CompanyRow } from '@/components/companies/company-columns';
+import {
+  getCompanyColumns,
+  COMPANY_COLUMN_OPTIONS,
+  COMPANY_DEFAULT_HIDDEN,
+  type CompanyRow,
+} from '@/components/companies/company-columns';
+import { useCreateFromUrl } from '@/hooks/use-create-from-url';
 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 CompanyList() {
@@ -37,6 +45,7 @@ export function CompanyList() {
   const queryClient = useQueryClient();
 
   const [createOpen, setCreateOpen] = useState(false);
+  useCreateFromUrl(() => setCreateOpen(true));
   const [editCompany, setEditCompany] = useState<CompanyRow | null>(null);
   const [archiveCompany, setArchiveCompany] = useState<CompanyRow | null>(null);
   const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
@@ -102,6 +111,10 @@ export function CompanyList() {
     onArchive: (company) => setArchiveCompany(company),
   });
 
+  // Persisted column visibility — same pattern as ClientList / BerthList.
+  const { hidden, setHidden } = useTablePreferences('companies', COMPANY_DEFAULT_HIDDEN);
+  const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
+
   return (
     <div className="space-y-4">
       <PageHeader
@@ -125,13 +138,16 @@ export function CompanyList() {
           onChange={setFilter}
           onClear={clearFilters}
         />
-        <SavedViewsDropdown
-          entityType="companies"
-          onApplyView={(savedFilters, _savedSort) => {
-            clearFilters();
-            Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
-          }}
-        />
+        <div className="ml-auto flex items-center gap-2">
+          <SavedViewsDropdown
+            entityType="companies"
+            onApplyView={(savedFilters, _savedSort) => {
+              clearFilters();
+              Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
+            }}
+          />
+          <ColumnPicker columns={COMPANY_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />
+        </div>
       </div>
 
       {isLoading ? (
@@ -145,6 +161,7 @@ export function CompanyList() {
       ) : (
         <DataTable
           columns={columns}
+          columnVisibility={columnVisibility}
           data={data}
           pagination={pagination}
           onPaginationChange={(p, ps) => {

src/components/companies/company-picker.tsx

@@ -56,7 +56,7 @@ export function CompanyPicker({
   })();
 
   return (
-    <Popover open={open} onOpenChange={setOpen}>
+    <Popover open={open} onOpenChange={setOpen} modal>
       <PopoverTrigger asChild>
         <Button
           variant="outline"

src/components/companies/company-tabs.tsx

@@ -147,12 +147,13 @@ function OverviewTab({ companyId, company }: { companyId: string; company: Compa
           </EditableRow>
           <EditableRow label="Incorporation Date">
             <InlineEditableField
+              variant="date"
               // The API returns this as an ISO timestamp ("2019-03-14T00:00:00.000Z")
               // because Postgres `date` columns are serialized through JSON. Strip
               // the time portion so the read-only state shows just YYYY-MM-DD,
-              // which is also the format the user types when editing.
+              // which is also the format the date input expects.
               value={company.incorporationDate ? company.incorporationDate.slice(0, 10) : null}
-              placeholder="YYYY-MM-DD"
+              max={new Date().toISOString().slice(0, 10)}
               onSave={save('incorporationDate')}
             />
           </EditableRow>
@@ -226,10 +227,10 @@ export function getCompanyTabs({
       label: 'Notes',
       content: (
         <NotesList
+          aggregate
           entityType="companies"
           entityId={companyId}
           currentUserId={currentUserId}
-          aggregate
         />
       ),
     },