fix(audit-wave-9): standardize on Sheet for previews; doctrine in CLAUDE.md
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to Sheet side=right so every detail-preview surface uses the same primitive. Document the doctrine: Sheet for side panels on both desktop and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX (currently just MoreSheet). Closes ui/ux M11. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -11,6 +11,7 @@ import { ConfirmationDialog } from '@/components/shared/confirmation-dialog';
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import { Button } from '@/components/ui/button';
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import { Badge } from '@/components/ui/badge';
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import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
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import { WarningCallout } from '@/components/ui/warning-callout';
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import { apiFetch } from '@/lib/api/client';
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import { CustomFieldForm, type CustomFieldDefinition } from './custom-field-form';
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@@ -164,15 +165,16 @@ export function CustomFieldsManager() {
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}
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/>
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<div className="rounded-md border border-amber-300 bg-amber-50 px-3 py-2.5 text-xs text-amber-900">
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<strong>Heads up:</strong> custom fields render in detail-page sidebars and the entity
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export, and merge-tokens of the form{' '}
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<code className="rounded bg-amber-100 px-1">{`{{custom.fieldName}}`}</code> now expand in
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EOI/contract/email templates for client/interest/berth contexts. They still don’t plug
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into the global search index, the berth recommender, or the entity-diff audit log — use them
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for rep-only annotations and template-merge values, but anything load-bearing for the deal
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flow still needs a first-class column.
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</div>
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<WarningCallout title="Heads up">
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<span className="text-xs">
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Custom fields render in detail-page sidebars and the entity export, and merge-tokens of
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the form <code className="rounded bg-amber-100 px-1">{`{{custom.fieldName}}`}</code> now
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expand in EOI/contract/email templates for client/interest/berth contexts. They still
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don’t plug into the global search index, the berth recommender, or the entity-diff
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audit log — use them for rep-only annotations and template-merge values, but anything
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load-bearing for the deal flow still needs a first-class column.
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</span>
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</WarningCallout>
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<Tabs value={activeTab} onValueChange={(v) => setActiveTab(v as EntityTab)}>
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<TabsList>
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