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/shared/owner-picker.tsx

@@ -64,10 +64,35 @@ export function OwnerPicker({
 
   const options = data?.data ?? [];
 
-  // Selected display label - show entity's name from current options if
-  // available, otherwise a truncated id fallback.
+  // Resolve the current value's display name even before the picker is opened.
+  // Without this primer query the trigger button rendered "Client <8-char-id>"
+  // on first paint and only filled in the real name after the user opened the
+  // dropdown (which kicked the list query). The lookup hits a per-id endpoint
+  // when possible and falls back to scanning the cached options array.
+  const valueLookupEndpoint = value
+    ? value.type === 'client'
+      ? `/api/v1/clients/${value.id}`
+      : `/api/v1/companies/${value.id}`
+    : null;
+
+  const { data: valueDetail } = useQuery<{
+    data: { id: string; name?: string | null; fullName?: string | null };
+  }>({
+    queryKey: ['owner-picker-resolve', value?.type, value?.id],
+    queryFn: () => apiFetch(valueLookupEndpoint!),
+    enabled: !!value && !!valueLookupEndpoint,
+    staleTime: 60_000,
+  });
+
+  // Selected display label - prefer the resolved entity name; fall back to a
+  // truncated id only when both the primer query and the options list miss.
   const selectedLabel = (() => {
     if (!value) return placeholder;
+    if (valueDetail?.data) {
+      const name =
+        value.type === 'client' ? valueDetail.data.fullName : valueDetail.data.name;
+      if (name) return name;
+    }
     const match = options.find((o) => o.id === value.id);
     if (match) {
       return type === 'client'
@@ -80,7 +105,7 @@ export function OwnerPicker({
   })();
 
   return (
-    <Popover open={open} onOpenChange={setOpen}>
+    <Popover open={open} onOpenChange={setOpen} modal>
       <PopoverTrigger asChild>
         <Button
           variant="outline"