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/interests/interest-tabs.tsx

@@ -9,6 +9,8 @@ import { Anchor, CheckCircle2, Circle, FileSignature, Plus, Send, Wallet } from
 
 import type { DetailTab } from '@/components/shared/detail-layout';
 import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
 import { NotesList } from '@/components/shared/notes-list';
 import { InlineEditableField } from '@/components/shared/inline-editable-field';
 import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
@@ -20,6 +22,7 @@ import { InterestDocumentsTab } from '@/components/interests/interest-documents-
 import {
   LEAD_CATEGORIES,
   PIPELINE_STAGES,
+  SOURCES,
   canTransitionStage,
   type PipelineStage,
 } from '@/lib/constants';
@@ -111,14 +114,17 @@ function useStageMutation(interestId: string) {
       stage,
       reason,
       override,
+      milestoneDate,
     }: {
       stage: string;
       reason?: string;
       override?: boolean;
+      /** Optional ISO date for the milestone column (instead of "now"). */
+      milestoneDate?: string;
     }) =>
       apiFetch(`/api/v1/interests/${interestId}/stage`, {
         method: 'PATCH',
-        body: { pipelineStage: stage, reason, override },
+        body: { pipelineStage: stage, reason, override, milestoneDate },
       }),
     onSuccess: () => {
       qc.invalidateQueries({ queryKey: ['interests', interestId] });
@@ -173,7 +179,7 @@ interface MilestoneSectionProps {
     hideAutoButton?: boolean;
   }>;
   status: string | null;
-  onAdvance: (stage: string) => void;
+  onAdvance: (stage: string, milestoneDate?: string) => void;
   isPending: boolean;
   /** Current pipelineStage. Used to mark steps as done when the pipeline has
    *  moved past their advanceStage even if the date stamp is missing - e.g.
@@ -196,6 +202,87 @@ interface MilestoneSectionProps {
  * (Documenso webhook, paid invoice → deposit, etc.), they patch the same
  * stage endpoint and these checkmarks light up automatically.
  */
+/**
+ * Button that opens a date-picker popover before advancing a milestone. The
+ * default is today, but the rep can back-date the event (e.g. "deposit
+ * landed yesterday") so the stamped milestone column reflects the real date
+ * rather than the click time.
+ */
+function MilestoneAdvanceButton({
+  label,
+  variant,
+  disabled,
+  onConfirm,
+}: {
+  label: string;
+  variant: 'default' | 'outline' | 'ghostLink';
+  disabled?: boolean;
+  onConfirm: (milestoneDate: string) => void;
+}) {
+  const [open, setOpen] = useState(false);
+  const [date, setDate] = useState<string>(() => new Date().toISOString().slice(0, 10));
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        {variant === 'ghostLink' ? (
+          <button
+            type="button"
+            disabled={disabled}
+            className="text-muted-foreground hover:text-foreground disabled:opacity-50"
+          >
+            {label}
+          </button>
+        ) : (
+          <Button
+            type="button"
+            variant={variant}
+            size="sm"
+            disabled={disabled}
+            className="mt-2 h-7 px-2.5 text-xs"
+          >
+            {label}
+          </Button>
+        )}
+      </PopoverTrigger>
+      <PopoverContent align="start" className="w-64 space-y-2 p-3">
+        <div className="space-y-1">
+          <label className="text-xs font-medium" htmlFor="milestone-date">
+            Date completed
+          </label>
+          <Input
+            id="milestone-date"
+            type="date"
+            value={date}
+            max={new Date().toISOString().slice(0, 10)}
+            onChange={(e) => setDate(e.target.value)}
+            className="h-9"
+          />
+          <p className="text-[11px] text-muted-foreground">
+            Defaults to today — back-date if the event happened earlier.
+          </p>
+        </div>
+        <div className="flex justify-end gap-2">
+          <Button type="button" variant="ghost" size="sm" onClick={() => setOpen(false)}>
+            Cancel
+          </Button>
+          <Button
+            type="button"
+            size="sm"
+            disabled={!date || disabled}
+            onClick={() => {
+              onConfirm(date);
+              setOpen(false);
+            }}
+          >
+            Confirm
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+}
+
 function MilestoneSection({
   title,
   icon: Icon,
@@ -282,16 +369,12 @@ function MilestoneSection({
                   ) : null}
                 </div>
                 {isNext && step.advanceStage && !step.hideAutoButton ? (
-                  <Button
-                    type="button"
+                  <MilestoneAdvanceButton
+                    label={step.actionLabel ?? `Mark as ${step.label.toLowerCase()}`}
                     variant={isActive ? 'default' : 'outline'}
-                    size="sm"
                     disabled={isPending}
-                    onClick={() => onAdvance(step.advanceStage!)}
-                    className="mt-2 h-7 px-2.5 text-xs"
-                  >
-                    {step.actionLabel ?? `Mark as ${step.label.toLowerCase()}`}
-                  </Button>
+                    onConfirm={(date) => onAdvance(step.advanceStage!, date)}
+                  />
                 ) : null}
               </div>
             </li>
@@ -392,7 +475,7 @@ function OverviewTab({
    * 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 advance = (stage: string, milestoneDate?: string) => {
     const fromStage = interest.pipelineStage as PipelineStage;
     const toStage = stage as PipelineStage;
     const isOverride = fromStage !== toStage && !canTransitionStage(fromStage, toStage);
@@ -409,6 +492,7 @@ function OverviewTab({
       stage,
       reason: isOverride ? 'Skip-ahead from overview milestones' : 'Marked from overview',
       override: isOverride || undefined,
+      milestoneDate,
     });
   };
 
@@ -566,14 +650,12 @@ function OverviewTab({
                 Create deposit invoice
               </Link>
             </Button>
-            <button
-              type="button"
-              onClick={() => advance('deposit_10pct')}
+            <MilestoneAdvanceButton
+              label="Mark received manually"
+              variant="ghostLink"
               disabled={stageMutation.isPending}
-              className="text-muted-foreground hover:text-foreground disabled:opacity-50"
-            >
-              Mark received manually
-            </button>
+              onConfirm={(date) => advance('deposit_10pct', date)}
+            />
           </div>
         ) : null,
       pastSummary: interest.dateDepositReceived
@@ -682,7 +764,12 @@ function OverviewTab({
               />
             </EditableRow>
             <EditableRow label="Source">
-              <InlineEditableField value={interest.source} onSave={save('source')} />
+              <InlineEditableField
+                variant="select"
+                options={SOURCES.map((s) => ({ value: s.value, label: s.label }))}
+                value={interest.source}
+                onSave={save('source')}
+              />
             </EditableRow>
           </dl>
         </div>