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/lib/services/report-generators.ts

@@ -4,7 +4,7 @@ import { db } from '@/lib/db';
 import { interests, interestBerths } from '@/lib/db/schema/interests';
 import { berths } from '@/lib/db/schema/berths';
 import { auditLogs, systemSettings } from '@/lib/db/schema/system';
-import { STAGE_WEIGHTS } from '@/lib/constants';
+import { STAGE_WEIGHTS, canonicalizeStage } from '@/lib/constants';
 import { activeInterestsWhere } from '@/lib/services/active-interest';
 
 // ─── Types ────────────────────────────────────────────────────────────────────
@@ -75,9 +75,14 @@ export async function fetchPipelineData(
     .where(activeInterestsWhere(portId))
     .groupBy(interests.pipelineStage);
 
+  // M-L02: legacy 9-stage values (deposit_10pct, contract_sent…) may
+  // still be present on historical rows. canonicalizeStage maps them
+  // back to the modern 7-stage keys so the rollup doesn't carry phantom
+  // buckets through to the PDF.
   const stageCountMap: Record<string, number> = {};
   for (const row of stageCounts) {
-    stageCountMap[row.stage] = row.count;
+    const key = canonicalizeStage(row.stage);
+    stageCountMap[key] = (stageCountMap[key] ?? 0) + row.count;
   }
 
   // Top 10 interests by berth price (via primary-berth junction join, plan §3.4).
@@ -103,7 +108,9 @@ export async function fetchPipelineData(
     topInterests: topInterestsRows.map((r) => ({
       id: r.id,
       clientId: r.clientId,
-      pipelineStage: r.pipelineStage,
+      // M-L02: canonicalize for the same reason — the PDF stage label
+      // should always resolve from the modern 7-stage set.
+      pipelineStage: canonicalizeStage(r.pipelineStage),
       berthPrice: r.berthPrice ? String(r.berthPrice) : null,
     })),
     generatedAt: new Date().toISOString(),
@@ -133,9 +140,13 @@ export async function fetchRevenueData(
     .where(activeInterestsWhere(portId))
     .groupBy(interests.pipelineStage);
 
+  // M-L02: canonicalize so legacy 9-stage rows fold into the modern bucket.
   const stageRevenueMap: Record<string, string> = {};
   for (const row of stageRevenue) {
-    stageRevenueMap[row.stage] = row.revenue ? String(row.revenue) : '0';
+    const key = canonicalizeStage(row.stage);
+    const prior = parseFloat(stageRevenueMap[key] ?? '0');
+    const next = row.revenue ? parseFloat(String(row.revenue)) : 0;
+    stageRevenueMap[key] = String(prior + next);
   }
 
   // Total revenue from WON interests only. Reporting audit caught the
@@ -188,7 +199,10 @@ export async function fetchRevenueData(
   let totalForecast = 0;
   for (const row of forecastRows) {
     if (!row.revenue) continue;
-    const weight = pipelineWeights[row.stage] ?? 0;
+    // M-L02: canonicalize so legacy keys hit pipelineWeights via their
+    // modern equivalent (otherwise the lookup falls through to 0 and the
+    // forecast silently undershoots).
+    const weight = pipelineWeights[canonicalizeStage(row.stage)] ?? 0;
     totalForecast += parseFloat(String(row.revenue)) * weight;
   }