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/dashboard/customize-widgets-menu.tsx

@@ -0,0 +1,129 @@
+'use client';
+
+import { useState } from 'react';
+import { LayoutGrid } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@/components/ui/dialog';
+import { Switch } from '@/components/ui/switch';
+import { useDashboardWidgets } from '@/hooks/use-dashboard-widgets';
+
+/**
+ * Modal widget picker for the dashboard header. Replaced the original
+ * dropdown menu because 13 widgets + 3 footer buttons made the dropdown
+ * cramped and hid the descriptions reps need to know what each card
+ * actually shows.
+ *
+ * Backed by the same `useDashboardWidgets` hook that drives the
+ * Settings card — toggles update both surfaces optimistically.
+ */
+export function CustomizeWidgetsMenu() {
+  const [open, setOpen] = useState(false);
+  const { allWidgets, visibility, setVisible, setAll, resetToDefaults, isSaving } =
+    useDashboardWidgets();
+
+  const visibleCount = Object.values(visibility).filter(Boolean).length;
+  const allVisible = visibleCount === allWidgets.length;
+  const allHidden = visibleCount === 0;
+  // Reset is a no-op when state already matches the registry defaults —
+  // disable in that case to avoid pointless API round-trips.
+  const matchesDefaults = allWidgets.every(
+    (w) => (visibility[w.id] ?? false) === w.defaultVisible,
+  );
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5">
+          <LayoutGrid className="h-4 w-4" />
+          Customize
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="max-w-xl">
+        <DialogHeader>
+          <DialogTitle>Customize dashboard</DialogTitle>
+          <DialogDescription>
+            Pick which analytics cards appear on your dashboard. Hidden cards leave no empty
+            space — the layout reflows to fill the available width.
+          </DialogDescription>
+        </DialogHeader>
+
+        {/* Toggle list. Capped at ~60vh with internal scroll so the modal
+            doesn't push the action footer off-screen on shorter viewports. */}
+        <div className="max-h-[60vh] -mx-2 overflow-y-auto px-2">
+          <div className="space-y-1 py-1">
+            {allWidgets.map((w) => (
+              <label
+                key={w.id}
+                className="flex cursor-pointer items-start justify-between gap-4 rounded-md px-3 py-2.5 hover:bg-accent/40"
+              >
+                <div className="min-w-0 flex-1">
+                  <div className="text-sm font-medium text-foreground">{w.label}</div>
+                  <p className="text-xs text-muted-foreground">{w.description}</p>
+                </div>
+                <Switch
+                  aria-label={`Show ${w.label}`}
+                  checked={visibility[w.id] ?? false}
+                  disabled={isSaving}
+                  onCheckedChange={(checked) => setVisible(w.id, checked)}
+                  className="mt-0.5 shrink-0"
+                />
+              </label>
+            ))}
+          </div>
+        </div>
+
+        {/* Footer: stacks vertically on mobile (counter row, secondary
+            buttons row, full-width primary "Done") so no button gets
+            orphaned beneath the others. Reverts to single inline row at
+            sm+ where there's space. */}
+        <DialogFooter className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between sm:gap-2">
+          <span className="text-xs text-muted-foreground sm:order-first">
+            {visibleCount} of {allWidgets.length} visible
+          </span>
+          <div className="flex flex-wrap items-center gap-2 sm:flex-nowrap">
+            <Button
+              variant="ghost"
+              size="sm"
+              disabled={matchesDefaults || isSaving}
+              onClick={resetToDefaults}
+            >
+              Reset to defaults
+            </Button>
+            <Button
+              variant="outline"
+              size="sm"
+              disabled={allHidden || isSaving}
+              onClick={() => setAll(false)}
+            >
+              Hide all
+            </Button>
+            <Button
+              variant="outline"
+              size="sm"
+              disabled={allVisible || isSaving}
+              onClick={() => setAll(true)}
+            >
+              Show all
+            </Button>
+            <Button
+              size="sm"
+              onClick={() => setOpen(false)}
+              className="w-full sm:w-auto"
+            >
+              Done
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}