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/search/command-search.tsx

@@ -12,6 +12,7 @@ import {
 } from 'react';
 import Link from 'next/link';
 import { useRouter } from 'next/navigation';
+import { useQueryClient } from '@tanstack/react-query';
 import {
   Anchor,
   Bell,
@@ -100,6 +101,7 @@ export function CommandSearch() {
   const [focusIndex, setFocusIndex] = useState<number>(-1);
 
   const router = useRouter();
+  const queryClient = useQueryClient();
   const portSlug = useUIStore((s) => s.currentPortSlug);
 
   const wrapperRef = useRef<HTMLDivElement>(null);
@@ -113,8 +115,32 @@ export function CommandSearch() {
     limit: activeBucket === 'all' ? 5 : 15,
   });
 
+  // Persist the totals from the last "all" query so the filter chips stay
+  // populated when the user narrows to a single bucket. Without this, the
+  // narrowed query only returns counts for the active bucket and every
+  // other chip would vanish — making it impossible to swap between
+  // filters without clearing back to "All" first.
+  const lastAllTotalsRef = useRef<SearchResults['totals'] | null>(null);
+  useEffect(() => {
+    if (activeBucket === 'all' && results?.totals) {
+      lastAllTotalsRef.current = results.totals;
+    }
+  }, [activeBucket, results]);
+  const chipTotals: SearchResults['totals'] | undefined =
+    activeBucket === 'all' ? results?.totals : (lastAllTotalsRef.current ?? results?.totals);
+
   const showDropdown = focused;
 
+  // CommandSearch lives in the header and persists across navigations,
+  // so its React Query cache never sees a remount. Invalidate the
+  // recently-viewed + recent-terms queries whenever the dropdown opens
+  // so the user sees fresh data after navigating around the app.
+  useEffect(() => {
+    if (!showDropdown) return;
+    queryClient.invalidateQueries({ queryKey: ['search', 'recently-viewed'] });
+    queryClient.invalidateQueries({ queryKey: ['search', 'recent-terms'] });
+  }, [showDropdown, queryClient]);
+
   // Cmd/Ctrl+K focuses the input from anywhere on the page.
   useEffect(() => {
     function onKeyDown(e: globalThis.KeyboardEvent) {
@@ -287,7 +313,7 @@ export function CommandSearch() {
         >
           {/* Filter chip row — always visible while the dropdown is open. */}
           <FilterChipRow
-            results={results}
+            totals={chipTotals}
             active={activeBucket}
             onChange={setActiveBucket}
             disabled={query.length < 2}
@@ -337,18 +363,19 @@ export function CommandSearch() {
 // ─── Filter chips ────────────────────────────────────────────────────────────
 
 function FilterChipRow({
-  results,
+  totals,
   active,
   onChange,
   disabled,
 }: {
-  results: SearchResults | undefined;
+  /** Counts from the last "all" query, persisted so chips stay visible
+   *  when the user narrows to a single bucket. Falls back to the current
+   *  results.totals when no "all" snapshot exists yet. */
+  totals: SearchResults['totals'] | undefined;
   active: BucketType | 'all';
   onChange: (b: BucketType | 'all') => void;
   disabled: boolean;
 }) {
-  // Show a chip for every bucket so the user can browse the search
-  // surface even with no query; counts only render when results exist.
   return (
     <div
       role="tablist"
@@ -364,10 +391,10 @@ function FilterChipRow({
         All
       </ChipButton>
       {BUCKETS.map((b) => {
-        const count = results?.totals?.[b.type] ?? 0;
-        // Hide chips for buckets the current user can't see (count === 0
-        // when the bucket query was permission-skipped) — but only after
-        // a query has run, otherwise we'd hide every chip on first paint.
+        const count = totals?.[b.type] ?? 0;
+        // Hide chips for buckets with zero matches in the last "all"
+        // snapshot — keeps the row tight and avoids dead-end clicks.
+        // Always show the active chip + every chip before a query has run.
         if (!disabled && count === 0 && active !== b.type) return null;
         return (
           <ChipButton
@@ -701,6 +728,11 @@ function ResultRow({
             <HighlightMatch text={row.sub} query={query} />
           </div>
         )}
+        {row.relatedVia && (
+          <div className="text-[11px] italic text-muted-foreground/80 truncate mt-0.5">
+            via {row.relatedVia.label}
+          </div>
+        )}
       </div>
     </button>
   );
@@ -759,9 +791,9 @@ function BucketSection({
 
 // ─── Flat-row construction (drives keyboard nav + ARIA) ──────────────────────
 
-type ResultBadge = { label: string; tone: 'neutral' | 'warning' | 'success' | 'danger' };
+export type ResultBadge = { label: string; tone: 'neutral' | 'warning' | 'success' | 'danger' };
 
-type FlatRow =
+export type FlatRow =
   | {
       kind: 'recent-view';
       key: string;
@@ -783,6 +815,9 @@ type FlatRow =
       sub: string | null;
       href: string;
       badges?: ResultBadge[];
+      /** Provenance hint when the row was surfaced via graph expansion.
+       *  Rendered as a subtle "via Berth A10" line below the sub. */
+      relatedVia?: { type: string; label: string } | null;
     }
   | {
       kind: 'other-port';
@@ -791,7 +826,7 @@ type FlatRow =
       href: string;
     };
 
-interface BuildFlatRowsArgs {
+export interface BuildFlatRowsArgs {
   query: string;
   results: SearchResults | undefined;
   recentlyViewed: RecentlyViewedItem[];
@@ -800,7 +835,7 @@ interface BuildFlatRowsArgs {
   portSlug: string | null;
 }
 
-function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
+export function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
   const { query, results, recentlyViewed, recentSearches, activeBucket, portSlug } = args;
   const rows: FlatRow[] = [];
 
@@ -839,6 +874,7 @@ function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
         sub: c.matchedContact ?? null,
         href: `/${portSlug}/clients/${c.id}`,
         badges: c.archivedAt ? [{ label: 'Archived', tone: 'neutral' }] : undefined,
+        relatedVia: c.relatedVia ?? null,
       });
     }
   }
@@ -866,6 +902,7 @@ function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
         label: y.name,
         sub,
         href: `/${portSlug}/yachts/${y.id}`,
+        relatedVia: y.relatedVia ?? null,
       });
     }
   }
@@ -880,6 +917,7 @@ function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
         label: co.name,
         sub,
         href: `/${portSlug}/companies/${co.id}`,
+        relatedVia: co.relatedVia ?? null,
       });
     }
   }
@@ -903,6 +941,7 @@ function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
         sub: i.berthMooringNumber,
         href: `/${portSlug}/interests/${i.id}`,
         badges: badges.length > 0 ? badges : undefined,
+        relatedVia: i.relatedVia ?? null,
       });
     }
   }
@@ -942,6 +981,7 @@ function buildFlatRows(args: BuildFlatRowsArgs): FlatRow[] {
         sub,
         href: `/${portSlug}/berths/${b.id}`,
         badges: badges.length > 0 ? badges : undefined,
+        relatedVia: b.relatedVia ?? null,
       });
     }
   }