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/layout/mobile/more-sheet.tsx

@@ -5,19 +5,20 @@ import { usePathname } from 'next/navigation';
 import {
   Anchor,
   BarChart3,
-  Bell,
-  BellRing,
   Bookmark,
   Building2,
+  FileSignature,
   Globe,
   Home,
+  Inbox,
   Receipt,
   Settings,
   Shield,
-  ShieldAlert,
   Ship,
 } from 'lucide-react';
 
+import { useQuery } from '@tanstack/react-query';
+
 import {
   Drawer,
   DrawerContent,
@@ -26,6 +27,7 @@ import {
   DrawerClose,
 } from '@/components/shared/drawer';
 import { useUmamiActive } from '@/components/website-analytics/use-website-analytics';
+import { apiFetch } from '@/lib/api/client';
 
 type MoreItem = {
   label: string;
@@ -33,32 +35,50 @@ type MoreItem = {
   segment: string;
 };
 
-// Order: most-likely overflow targets first. Interests is here (rather
-// than the bottom row) to dodge the Clients-vs-Interests UX confusion;
-// reps reach the active deals via the Interests tab on a client detail
-// (or via the new bottom-sheet drawer). Yachts is asset-record traffic
-// best reached contextually from inside an interest or client.
+type MoreGroup = {
+  label: string;
+  items: MoreItem[];
+};
+
+// Logical grouping (vs alphabetical or frequency-ranked): keeps a stable
+// spatial layout — reps' muscle memory survives — while making the
+// "kind of thing" each tile is explicit. Three sections:
+//   - Records:        entity lists (people, vessels, properties)
+//   - Operations:     daily-use action surfaces
+//   - Configuration:  port-level setup, hidden from most reps
 //
-// Inbox is intentionally absent — the email/threading inbox feature was
-// deferred (see sidebar.tsx). Re-add this entry once IMAP/SMTP wiring
-// + Google OAuth review are done. Website analytics is filtered below
-// when Umami isn't configured for this port.
-const MORE_ITEMS: MoreItem[] = [
-  { label: 'Interests', icon: Bookmark, segment: 'interests' },
-  { label: 'Yachts', icon: Ship, segment: 'yachts' },
-  { label: 'Companies', icon: Building2, segment: 'companies' },
-  { label: 'Expenses', icon: Receipt, segment: 'expenses' },
-  { label: 'Reservations', icon: Anchor, segment: 'berth-reservations' },
-  // Notifications themselves live on the topbar bell — this entry deep-links
-  // to the notification panel inside user-settings (collapsed in 2026-05-09).
-  { label: 'Notification preferences', icon: BellRing, segment: 'settings#notifications' },
-  { label: 'Residential', icon: Home, segment: 'residential/clients' },
-  { label: 'Website analytics', icon: Globe, segment: 'website-analytics' },
-  { label: 'Alerts', icon: ShieldAlert, segment: 'alerts' },
-  { label: 'Reports', icon: BarChart3, segment: 'reports' },
-  { label: 'Reminders', icon: Bell, segment: 'reminders' },
-  { label: 'Settings', icon: Settings, segment: 'settings' },
-  { label: 'Admin', icon: Shield, segment: 'admin' },
+// Interests stays here (not bottom nav) to dodge the Clients-vs-
+// Interests UX confusion. Inbox replaces the previously-separate
+// Alerts + Reminders entries (merged 2026-05-11). Website analytics
+// and Reservations are filtered out below when not applicable.
+const MORE_GROUPS: MoreGroup[] = [
+  {
+    label: 'Records',
+    items: [
+      { label: 'Documents', icon: FileSignature, segment: 'documents' },
+      { label: 'Interests', icon: Bookmark, segment: 'interests' },
+      { label: 'Yachts', icon: Ship, segment: 'yachts' },
+      { label: 'Companies', icon: Building2, segment: 'companies' },
+      { label: 'Residential', icon: Home, segment: 'residential/clients' },
+    ],
+  },
+  {
+    label: 'Operations',
+    items: [
+      { label: 'Alerts & Reminders', icon: Inbox, segment: 'inbox' },
+      { label: 'Expenses', icon: Receipt, segment: 'expenses' },
+      { label: 'Reservations', icon: Anchor, segment: 'berth-reservations' },
+      { label: 'Reports', icon: BarChart3, segment: 'reports' },
+    ],
+  },
+  {
+    label: 'Configuration',
+    items: [
+      { label: 'Website analytics', icon: Globe, segment: 'website-analytics' },
+      { label: 'Settings', icon: Settings, segment: 'settings' },
+      { label: 'Admin', icon: Shield, segment: 'admin' },
+    ],
+  },
 ];
 
 export function MoreSheet({
@@ -74,10 +94,30 @@ export function MoreSheet({
   // Hide "Website analytics" if Umami isn't wired up for this port — the
   // dedicated tile on the dashboard already does the same.
   const umami = useUmamiActive('today');
-  const umamiConfigured = umami.data?.error !== 'umami_not_configured';
-  const items = MORE_ITEMS.filter(
-    (item) => item.segment !== 'website-analytics' || umamiConfigured,
-  );
+  const umamiConfigured = !umami.isLoading && umami.data?.notConfigured !== true;
+
+  // Hide "Reservations" until at least one exists for this port — until the
+  // marina has confirmed bookings, the page is empty and surfaces nothing
+  // useful. Cheap count via pageSize=1; cached 5 min so opening the sheet
+  // repeatedly doesn't refetch.
+  const reservations = useQuery<{ pagination?: { total: number } }>({
+    queryKey: ['berth-reservations', 'sheet-count'],
+    queryFn: () => apiFetch('/api/v1/berth-reservations?pageSize=1'),
+    staleTime: 5 * 60_000,
+    enabled: open,
+  });
+  const hasReservations =
+    !reservations.isLoading && (reservations.data?.pagination?.total ?? 0) > 0;
+
+  // Per-group filter: keep only the items relevant to this port's state.
+  const groups = MORE_GROUPS.map((g) => ({
+    ...g,
+    items: g.items.filter((item) => {
+      if (item.segment === 'website-analytics') return umamiConfigured;
+      if (item.segment === 'berth-reservations') return hasReservations;
+      return true;
+    }),
+  })).filter((g) => g.items.length > 0);
 
   return (
     <Drawer open={open} onOpenChange={onOpenChange}>
@@ -85,28 +125,36 @@ export function MoreSheet({
         <DrawerHeader>
           <DrawerTitle>More</DrawerTitle>
         </DrawerHeader>
-        <ul className="grid grid-cols-3 gap-2 px-3 pb-4">
-          {items.map((item) => {
-            const Icon = item.icon;
-            return (
-              <li key={item.segment}>
-                <DrawerClose asChild>
-                  <Link
-                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
-                    href={`/${portSlug}/${item.segment}` as any}
-                    // min-h-[88px] guarantees a 44pt vertical touch target
-                    // (Apple HIG); icon + label centered. The grid gap is
-                    // 8px so each cell still has clearance from neighbours.
-                    className="flex min-h-[88px] flex-col items-center justify-center gap-1.5 rounded-md py-3 px-2 text-xs text-foreground hover:bg-accent active:bg-accent/80"
-                  >
-                    <Icon className="size-7 text-muted-foreground" aria-hidden />
-                    <span className="font-medium">{item.label}</span>
-                  </Link>
-                </DrawerClose>
-              </li>
-            );
-          })}
-        </ul>
+        <div className="space-y-4 px-3 pb-4">
+          {groups.map((group) => (
+            <section key={group.label}>
+              <h3 className="mb-1.5 px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
+                {group.label}
+              </h3>
+              <ul className="grid grid-cols-3 gap-2">
+                {group.items.map((item) => {
+                  const Icon = item.icon;
+                  return (
+                    <li key={item.segment}>
+                      <DrawerClose asChild>
+                        <Link
+                          // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                          href={`/${portSlug}/${item.segment}` as any}
+                          // min-h-[88px] guarantees a 44pt vertical touch
+                          // target (Apple HIG); icon + label centered.
+                          className="flex min-h-[88px] flex-col items-center justify-center gap-1.5 rounded-md py-3 px-2 text-center text-xs text-foreground hover:bg-accent active:bg-accent/80"
+                        >
+                          <Icon className="size-7 text-muted-foreground" aria-hidden />
+                          <span className="font-medium leading-tight">{item.label}</span>
+                        </Link>
+                      </DrawerClose>
+                    </li>
+                  );
+                })}
+              </ul>
+            </section>
+          ))}
+        </div>
       </DrawerContent>
     </Drawer>
   );