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/reminders/reminder-form.tsx

@@ -13,6 +13,9 @@ import {
   SelectValue,
 } from '@/components/ui/select';
 import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
+import { ClientPicker } from '@/components/shared/client-picker';
+import { InterestPicker } from '@/components/shared/interest-picker';
+import { BerthPicker } from '@/components/shared/berth-picker';
 import { apiFetch } from '@/lib/api/client';
 import { usePermissions } from '@/hooks/use-permissions';
 
@@ -172,7 +175,9 @@ export function ReminderForm({
             />
           </div>
 
-          <div className="grid grid-cols-2 gap-4">
+          {/* 2fr/1fr split — the datetime-local control needs more room
+              for "MM/DD/YYYY HH:MM AM" than a 4-item priority Select. */}
+          <div className="grid grid-cols-[2fr_1fr] gap-4">
             <div className="space-y-2">
               <Label htmlFor="reminder-due">Due Date & Time</Label>
               <Input
@@ -202,13 +207,18 @@ export function ReminderForm({
 
           {canAssignOthers && (
             <div className="space-y-2">
-              <Label htmlFor="reminder-assign">Assign To</Label>
-              <Select value={assignedTo} onValueChange={setAssignedTo}>
+              <Label htmlFor="reminder-assign">Assign to user</Label>
+              <Select
+                value={assignedTo === '' ? '__self__' : assignedTo}
+                onValueChange={(v) => setAssignedTo(v === '__self__' ? '' : v)}
+              >
                 <SelectTrigger id="reminder-assign">
                   <SelectValue placeholder="Myself" />
                 </SelectTrigger>
                 <SelectContent>
-                  <SelectItem value="">Myself</SelectItem>
+                  {/* Radix Select forbids empty-string values, so use a
+                      sentinel here and map back to '' in the handler. */}
+                  <SelectItem value="__self__">Myself</SelectItem>
                   {users.map((u) => (
                     <SelectItem key={u.id} value={u.id}>
                       {u.displayName}
@@ -220,27 +230,36 @@ export function ReminderForm({
           )}
 
           <div className="space-y-2">
-            <Label className="text-muted-foreground text-xs">
-              Link to Entity (optional - paste UUIDs, or leave blank)
+            <Label className="text-xs text-muted-foreground">
+              Link to entity (optional)
             </Label>
+            <p className="text-[11px] text-muted-foreground">
+              Pick a client first to scope the interest and berth dropdowns to that
+              client&apos;s deals.
+            </p>
             <div className="grid grid-cols-1 gap-2">
-              <Input
-                placeholder="Client ID"
-                value={clientId}
-                onChange={(e) => setClientId(e.target.value)}
-                className="text-xs"
+              <ClientPicker
+                value={clientId || null}
+                onChange={(id) => {
+                  setClientId(id ?? '');
+                  // Clearing the client also clears scoped selections so a
+                  // stale interest/berth from a different client doesn't
+                  // silently submit alongside the new client.
+                  if (!id) {
+                    setInterestId('');
+                    setBerthId('');
+                  }
+                }}
               />
-              <Input
-                placeholder="Interest ID"
-                value={interestId}
-                onChange={(e) => setInterestId(e.target.value)}
-                className="text-xs"
+              <InterestPicker
+                value={interestId || null}
+                onChange={(id) => setInterestId(id ?? '')}
+                clientId={clientId || null}
               />
-              <Input
-                placeholder="Berth ID"
-                value={berthId}
-                onChange={(e) => setBerthId(e.target.value)}
-                className="text-xs"
+              <BerthPicker
+                value={berthId || null}
+                onChange={(id) => setBerthId(id ?? '')}
+                clientId={clientId || null}
               />
             </div>
           </div>

src/components/reminders/reminder-list.tsx

@@ -2,7 +2,7 @@
 
 import { useState, useEffect, useCallback } from 'react';
 import { type ColumnDef } from '@tanstack/react-table';
-import { Plus, CheckCircle2, Clock, XCircle, AlertTriangle, Bell } from 'lucide-react';
+import { Plus, CheckCircle2, Clock, Pencil, XCircle, AlertTriangle, Bell } from 'lucide-react';
 import { formatDistanceToNow } from 'date-fns';
 import { useParams } from 'next/navigation';
 
@@ -11,6 +11,12 @@ import { PageHeader } from '@/components/shared/page-header';
 import { Button } from '@/components/ui/button';
 import { Badge } from '@/components/ui/badge';
 import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@/components/ui/tooltip';
 import {
   Select,
   SelectContent,
@@ -19,6 +25,7 @@ import {
   SelectValue,
 } from '@/components/ui/select';
 import { apiFetch } from '@/lib/api/client';
+import { useCreateFromUrl } from '@/hooks/use-create-from-url';
 import { usePermissions } from '@/hooks/use-permissions';
 import { ReminderCard } from './reminder-card';
 import { ReminderForm } from './reminder-form';
@@ -59,10 +66,20 @@ const STATUS_CONFIG = {
   dismissed: { label: 'Dismissed', icon: XCircle },
 } as const;
 
-export function ReminderList() {
+interface ReminderListProps {
+  /**
+   * Embedded mode (used by the Inbox page) drops the PageHeader and
+   * surfaces the "New Reminder" button inline so the section can render
+   * alongside the Alerts section without duplicating page chrome.
+   */
+  embedded?: boolean;
+}
+
+export function ReminderList({ embedded = false }: ReminderListProps = {}) {
   const [reminders, setReminders] = useState<Reminder[]>([]);
   const [loading, setLoading] = useState(true);
   const [formOpen, setFormOpen] = useState(false);
+  useCreateFromUrl(() => setFormOpen(true));
   const [editingReminder, setEditingReminder] = useState<Reminder | null>(null);
   const [snoozingId, setSnoozingId] = useState<string | null>(null);
   const [viewMode, setViewMode] = useState<'my' | 'all'>('my');
@@ -203,41 +220,97 @@ export function ReminderList() {
           return null;
         }
         return (
-          <div className="flex items-center justify-end gap-1">
-            <Button
-              variant="ghost"
-              size="sm"
-              className="text-green-600 hover:text-green-700"
-              onClick={() => handleComplete(row.original.id)}
-            >
-              <CheckCircle2 className="h-4 w-4" />
-            </Button>
-            <Button variant="ghost" size="sm" onClick={() => setSnoozingId(row.original.id)}>
-              <Clock className="h-4 w-4" />
-            </Button>
-            <Button
-              variant="ghost"
-              size="sm"
-              className="text-muted-foreground hover:text-foreground"
-              onClick={() => handleDismiss(row.original.id)}
-            >
-              <XCircle className="h-4 w-4" />
-            </Button>
-          </div>
+          <TooltipProvider delayDuration={150}>
+            <div className="flex items-center justify-end gap-1">
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    aria-label="Mark complete"
+                    className="text-green-600 hover:text-green-700"
+                    onClick={() => handleComplete(row.original.id)}
+                  >
+                    <CheckCircle2 className="h-4 w-4" />
+                  </Button>
+                </TooltipTrigger>
+                <TooltipContent>Mark complete</TooltipContent>
+              </Tooltip>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    aria-label="Snooze"
+                    onClick={() => setSnoozingId(row.original.id)}
+                  >
+                    <Clock className="h-4 w-4" />
+                  </Button>
+                </TooltipTrigger>
+                <TooltipContent>Snooze</TooltipContent>
+              </Tooltip>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    aria-label="Edit reminder"
+                    className="text-muted-foreground hover:text-foreground"
+                    onClick={() => {
+                      setEditingReminder(row.original);
+                      setFormOpen(true);
+                    }}
+                  >
+                    <Pencil className="h-4 w-4" />
+                  </Button>
+                </TooltipTrigger>
+                <TooltipContent>Edit</TooltipContent>
+              </Tooltip>
+              <Tooltip>
+                <TooltipTrigger asChild>
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    aria-label="Dismiss"
+                    className="text-muted-foreground hover:text-foreground"
+                    onClick={() => handleDismiss(row.original.id)}
+                  >
+                    <XCircle className="h-4 w-4" />
+                  </Button>
+                </TooltipTrigger>
+                <TooltipContent>Dismiss</TooltipContent>
+              </Tooltip>
+            </div>
+          </TooltipProvider>
         );
       },
       enableSorting: false,
-      size: 120,
+      size: 160,
     },
   ];
 
   return (
     <div>
-      <PageHeader
-        title="Reminders"
-        description={`${total} reminder${total !== 1 ? 's' : ''}`}
-        actions={
+      {!embedded ? (
+        <PageHeader
+          title="Reminders"
+          description={`${total} reminder${total !== 1 ? 's' : ''}`}
+          actions={
+            <Button
+              onClick={() => {
+                setEditingReminder(null);
+                setFormOpen(true);
+              }}
+            >
+              <Plus className="mr-1.5 h-4 w-4" />
+              New Reminder
+            </Button>
+          }
+        />
+      ) : (
+        <div className="mb-3 flex justify-end">
           <Button
+            size="sm"
             onClick={() => {
               setEditingReminder(null);
               setFormOpen(true);
@@ -246,8 +319,8 @@ export function ReminderList() {
             <Plus className="mr-1.5 h-4 w-4" />
             New Reminder
           </Button>
-        }
-      />
+        </div>
+      )}
 
       {/* Wrap on phone widths so the priority filter doesn't get pushed
           off-screen by the My/All tabs + status filter taking the full row. */}