fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish

Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).

CRITICAL (3):
 - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
   no longer silently drop interest links
 - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
 - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
   callers must go through /stage with the override-guard chain

HIGH (14/15):
 - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
   interests/documents/reservations/reminders/invoices (migration 0070)
 - H-02 login page reads ?redirect= param with same-origin guard
 - H-03 CRM invite token moves to URL fragment so it never lands in
   nginx access logs / Referer headers
 - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
 - H-05 toggleAccount writes an audit row
 - H-06 upsertSetting masks any value whose key ends with _encrypted
 - H-07 archiveClient cascade fires per-interest audit rows
 - H-08 createSalesTransporter applies SMTP_TIMEOUTS
 - H-09 AppShell stable children — viewport flip across breakpoint no
   longer destroys in-progress form drafts
 - H-10 portal documents page swaps Unicode glyph status icons for
   Lucide CheckCircle2/XCircle/Circle + aria-labels
 - H-12 list components swap alert(...) for toast.warning(...)
 - H-13 5 icon-only buttons gain aria-label
 - H-14 parseBody treats empty bodies as {}
 - H-15 admin layout renders a 403 panel instead of silent bounce
 - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet

MEDIUM (28+):
 - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
   WHEREs across custom-fields, notes (all 6 entity types x update +
   delete), client-contacts, yacht ownerClient lookup, webhook reads
 - M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
 - M-EM01 portal-auth emails thread through portId
 - M-EM02 sendEmail accepts cc/bcc params
 - M-EM04 notification_digest catalog key
 - M-IN01 portal presigned download URLs use 4h TTL
 - M-IN02 OpenAI client lazy-instantiated
 - M-IN04 stale pdfme refs updated to pdf-lib AcroForm
 - M-IN05 umami.testConnection returns tagged union
 - M-L01 reservations tenure_type unified with berths
 - M-L02 report-generators canonicalize stage values
 - M-AU01 audit log placeholder copy fixed
 - M-AU04 outcome_set / outcome_cleared distinct audit verbs
 - M-NEW-2 activity feed entity name+type separator
 - M-R01 portal allowlist narrowed + portal_session backstop in proxy
 - M-SC02 companies archived partial index
 - M-SC04 audit_logs.searchText documented as DB-managed
 - M-S01 storage_s3_access_key_encrypted admin field
 - M-U01 audit log empty state uses <EmptyState>
 - M-U09 invoice delete dialog -> <AlertDialog>
 - M-U10 toast.success on ClientForm + InterestForm create/edit
 - M-U11 settings-form-card logo preview alt text
 - M-U14 mobile topbar title on clients/yachts/interests/berths
 - M-U15 Invoices in mobile More-sheet

LOW (6/8):
 - L-AU01 severity defaults for security-relevant verbs
 - L-AU02 +13 missing actions in admin audit filter
 - L-AU03 +7 missing entity types in admin audit filter
 - L-AU04 dead listAuditLogs stubbed
 - L-D02 CLAUDE.md Owner-wins chain tightened

Bonus — Document detail polish (#67 partial, 3/6 deliverables):
 - state-aware action button per signer
 - watcher Add UI with display-name resolution
 - cleanSignerName cleanup

Prior session work bundled in:
 - Documenso v2 webhook + envelope-ID normalization + sequential signing
 - SigningProgress UI redesign (avatars, per-signer state, timestamps)
 - env->admin settings registry + RegistryDrivenForm + encrypted creds
 - Embedded-signing card + Test connection + setup help
 - Dev-mode EMAIL_REDIRECT_TO banner
 - Pipeline rules admin page
 - Sales email config card
 - Audit log details Sheet
 - EOI tab: Finalising badge, absolute timestamps, sequential indicator
 - Notes pipeline_stage_at_creation (migration 0069)
 - Documenso numeric ID dual-key webhook (migration 0068)
 - Dimensions criterion copy (migration 0067)

Tests: 1374/1374 vitest pass. tsc clean. lint clean.

See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/components/interests/deal-pulse-chip.tsx

@@ -1,15 +1,17 @@
 'use client';
 
-import { Activity } from 'lucide-react';
+import { useState } from 'react';
+import { Activity, ExternalLink } from 'lucide-react';
 
-import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { Button } from '@/components/ui/button';
 import { computeDealHealth, type DealHealthInput } from '@/lib/services/deal-health';
 import { cn } from '@/lib/utils';
 
 const PULSE_TINT: Record<'cold' | 'warm' | 'hot', string> = {
-  hot: 'border-emerald-200 bg-emerald-50 text-emerald-800',
-  warm: 'border-amber-200 bg-amber-50 text-amber-800',
-  cold: 'border-rose-200 bg-rose-50 text-rose-800',
+  hot: 'border-emerald-200 bg-emerald-50 text-emerald-800 hover:bg-emerald-100',
+  warm: 'border-amber-200 bg-amber-50 text-amber-800 hover:bg-amber-100',
+  cold: 'border-rose-200 bg-rose-50 text-rose-800 hover:bg-rose-100',
 };
 
 const PULSE_LABEL: Record<'cold' | 'warm' | 'hot', string> = {
@@ -19,12 +21,17 @@ const PULSE_LABEL: Record<'cold' | 'warm' | 'hot', string> = {
 };
 
 /**
- * Header chip surfacing the rule-based deal-health score. The tooltip
- * exposes every signal that contributed to the score so the calculation is
- * transparent — stakeholders averse to AI black boxes can read exactly
- * which dates / stages drove the verdict.
+ * Header chip surfacing the rule-based deal-health score.
+ *
+ * Click opens a popover with the full per-signal breakdown + plain-language
+ * explanation of how the score is computed, plus a link to the docs page
+ * for users who want the deep-dive. Replaces the prior hover-tooltip so
+ * the content is keyboard-accessible, doesn't time out, and reads on
+ * touch devices.
  */
 export function DealPulseChip({ interest }: { interest: DealHealthInput }) {
+  const [open, setOpen] = useState(false);
+
   // Closed / archived deals don't get a pulse — UX would be confusing.
   if (interest.archivedAt || interest.outcome) return null;
 
@@ -33,46 +40,84 @@ export function DealPulseChip({ interest }: { interest: DealHealthInput }) {
   const label = PULSE_LABEL[health.pulse];
 
   return (
-    <TooltipProvider>
-      <Tooltip>
-        <TooltipTrigger asChild>
-          <span
-            className={cn(
-              'inline-flex items-center gap-1 rounded-full border px-2 py-0.5 text-[11px] font-medium cursor-help',
-              tint,
-            )}
-            aria-label={`Deal pulse: ${label}, score ${health.score}/100`}
-          >
-            <Activity className="size-3" aria-hidden />
-            {label} · {health.score}
-          </span>
-        </TooltipTrigger>
-        <TooltipContent side="bottom" className="max-w-xs">
-          <p className="font-semibold mb-1.5">
-            Deal pulse — {label} ({health.score}/100)
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <button
+          type="button"
+          className={cn(
+            'inline-flex items-center gap-1 rounded-full border px-2 py-0.5 text-[11px] font-medium transition-colors cursor-pointer',
+            tint,
+          )}
+          aria-label={`Deal pulse: ${label}, score ${health.score}/100. Click for breakdown.`}
+        >
+          <Activity className="size-3" aria-hidden />
+          {label} · {health.score}
+        </button>
+      </PopoverTrigger>
+      <PopoverContent side="bottom" align="start" className="w-80 p-4 space-y-3">
+        <div>
+          <p className="text-sm font-semibold">
+            Deal pulse — {label} ({health.score} / 100)
+          </p>
+          <p className="mt-0.5 text-xs text-muted-foreground">
+            How likely this deal is to keep moving forward, scored from 0 to 100.
+          </p>
+        </div>
+
+        <div>
+          <p className="text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
+            What pushed the score
           </p>
           {health.signals.length === 0 ? (
-            <p className="text-xs">
-              Baseline score (50) — nothing notable yet. Log contact or progress the stage to move
-              the dial.
+            <p className="mt-1 text-xs text-muted-foreground">
+              Nothing notable yet — the score is sitting at the baseline (50). Log a contact,
+              progress the stage, or send a signing request and you&apos;ll see the dial move.
             </p>
           ) : (
-            <ul className="space-y-1 text-xs">
+            <ul className="mt-1.5 space-y-1.5 text-xs">
               {health.signals.map((s) => (
-                <li key={s.id} className="flex gap-2">
-                  <span className={s.delta > 0 ? 'text-emerald-300' : 'text-rose-300'}>
+                <li key={s.id} className="flex items-start gap-2">
+                  <span
+                    className={cn(
+                      'shrink-0 rounded px-1.5 py-0.5 text-[10px] font-semibold tabular-nums',
+                      s.delta > 0 ? 'bg-emerald-100 text-emerald-800' : 'bg-rose-100 text-rose-800',
+                    )}
+                  >
                     {s.delta > 0 ? `+${s.delta}` : s.delta}
                   </span>
-                  <span>{s.detail}</span>
+                  <span className="text-foreground/90">{s.detail}</span>
                 </li>
               ))}
             </ul>
           )}
-          <p className="mt-2 text-[10px] opacity-70">
-            Rule-based. Every signal traces to a date or stage you can see — no AI.
+        </div>
+
+        <div className="rounded-md bg-muted/40 p-2.5 text-[11px] text-muted-foreground">
+          <p className="font-medium text-foreground/80">How this is calculated</p>
+          <p className="mt-0.5">
+            Every signal above traces to a specific date or pipeline stage on this deal. Recent
+            contact + recent stage movement push the score up; long silences and outdated documents
+            pull it down.
           </p>
-        </TooltipContent>
-      </Tooltip>
-    </TooltipProvider>
+        </div>
+
+        <div className="flex items-center justify-between gap-2">
+          <Button variant="ghost" size="sm" onClick={() => setOpen(false)}>
+            Close
+          </Button>
+          <Button asChild variant="link" size="sm" className="text-xs">
+            <a
+              href="/docs/deal-pulse"
+              target="_blank"
+              rel="noreferrer"
+              className="inline-flex items-center gap-1"
+            >
+              Full guide
+              <ExternalLink className="size-3" aria-hidden />
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
   );
 }