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/lib/validators/companies.ts

@@ -2,6 +2,10 @@ import { z } from 'zod';
 import { baseListQuerySchema } from '@/lib/api/list-query';
 import { optionalCountryIsoSchema, optionalSubdivisionIsoSchema } from '@/lib/validators/i18n';
 
+// react-hook-form posts empty strings for unfilled inputs; treat those
+// as "not provided" before `.email()` / `.date()` validators fire.
+const emptyToUndef = (v: unknown) => (v === '' ? undefined : v);
+
 export const createCompanySchema = z.object({
   name: z.string().min(1).max(200),
   legalName: z.string().optional(),
@@ -11,9 +15,9 @@ export const createCompanySchema = z.object({
   incorporationCountryIso: optionalCountryIsoSchema.optional(),
   /** ISO 3166-2 state/province of incorporation. */
   incorporationSubdivisionIso: optionalSubdivisionIsoSchema.optional(),
-  incorporationDate: z.coerce.date().optional(),
+  incorporationDate: z.preprocess(emptyToUndef, z.coerce.date().optional()),
   status: z.enum(['active', 'dissolved']).optional().default('active'),
-  billingEmail: z.string().email().optional(),
+  billingEmail: z.preprocess(emptyToUndef, z.string().email().optional()),
   notes: z.string().optional(),
   tagIds: z.array(z.string()).optional().default([]),
 });

src/lib/validators/interests.ts

@@ -59,6 +59,14 @@ export const changeStageSchema = z.object({
    *  to hold the `interests.override_stage` permission. Reason becomes
    *  required when override=true (recorded in the audit log). */
   override: z.boolean().optional(),
+  /** Optional ISO date (YYYY-MM-DD or full ISO timestamp) to stamp on the
+   *  matching milestone column instead of "now". Used when a rep marks a
+   *  milestone manually (e.g. deposit received yesterday) so the recorded
+   *  date reflects the real event instead of the click time. */
+  milestoneDate: z
+    .string()
+    .regex(/^\d{4}-\d{2}-\d{2}(T.*)?$/)
+    .optional(),
 });
 
 // ─── Outcome (Won / Lost) ─────────────────────────────────────────────────────
@@ -68,6 +76,7 @@ export const INTEREST_OUTCOMES = [
   'lost_other_marina',
   'lost_unqualified',
   'lost_no_response',
+  'lost_other',
   'cancelled',
 ] as const;
 

src/lib/validators/user-preferences.ts

@@ -15,6 +15,13 @@ export const updateUserPreferencesSchema = z.object({
   locale: z.string().optional(),
   timezone: z.string().optional(),
   reminders: reminderPreferencesSchema.optional(),
+  /**
+   * Widget id → visible flag. Persists which dashboard cards the user
+   * wants to see; missing ids fall back to registry defaults. Kept loose
+   * (record-of-bool) so adding a new widget doesn't require a validator
+   * update.
+   */
+  dashboardWidgets: z.record(z.string(), z.boolean()).optional(),
 });
 
 export type UpdateUserPreferencesInput = z.infer<typeof updateUserPreferencesSchema>;

src/lib/validators/yachts.ts

@@ -6,6 +6,15 @@ export const ownerRefSchema = z.object({
   id: z.string().min(1),
 });
 
+// Numeric columns on the yachts table accept a stringified decimal or
+// null. The form posts empty strings for unfilled fields, which Postgres
+// rejects with `invalid input syntax for type numeric: ""`. Strip empty
+// strings here so the service can confidently `?? null` them.
+const optionalNumericString = z
+  .string()
+  .optional()
+  .transform((v) => (v === '' || v === undefined ? undefined : v));
+
 export const createYachtSchema = z.object({
   name: z.string().min(1).max(200),
   hullNumber: z.string().optional(),
@@ -15,12 +24,12 @@ export const createYachtSchema = z.object({
   builder: z.string().optional(),
   model: z.string().optional(),
   hullMaterial: z.string().optional(),
-  lengthFt: z.string().optional(),
-  widthFt: z.string().optional(),
-  draftFt: z.string().optional(),
-  lengthM: z.string().optional(),
-  widthM: z.string().optional(),
-  draftM: z.string().optional(),
+  lengthFt: optionalNumericString,
+  widthFt: optionalNumericString,
+  draftFt: optionalNumericString,
+  lengthM: optionalNumericString,
+  widthM: optionalNumericString,
+  draftM: optionalNumericString,
   owner: ownerRefSchema, // required; yacht must have an owner
   status: z.enum(['active', 'retired', 'sold_away']).optional().default('active'),
   notes: z.string().optional(),