feat(post-audit): Phase 4 polish + Phase 2 wiring + Phase 6 cron + CLAUDE.md

Three of the master plan's "suggested execution order" items shipped this
session; Phase 3b (EOI dialog overrides) deferred — estimate exceeded the
remaining session time.

- Phase 4 polish: yachtId field on <ReminderForm> via the existing
  YachtPicker, Ship-icon subtitle on <ReminderCard>, listReminders filter
  by yachtId, getReminder joins the yacht relation.
- Phase 2 risk-signal data wiring: getInterestById derives the 3 dates
  (dateDocumentDeclined / dateReservationCancelled / dateBerthSoldToOther)
  from document_events / berth_reservations / cross-interest interest_berths
  in parallel — chosen over new schema columns to keep the master plan's
  "no new tables" promise. Threaded through to DealPulseChip.
- Phase 6 cron + UI: src/jobs/processors/imap-bounce-poller.ts polls the
  configured IMAP mailbox (IMAP_* env), matches NDRs to recent
  document_sends rows via recipient + 7-day window, idempotent via
  bounceDetectedAt, fires email_bounced notifications on hard/soft
  (skips OOO). State persisted to system_settings.bounce_poller_state.
  Wired into maintenance queue at */15 * * * *. Admin /admin/sends page
  surfaces the bounce badge + reason inline.
- CLAUDE.md: trimmed 27KB → ~19.5KB (~28% smaller bytes). Prose-heavy
  Documenso webhook / v1-v2 routing / Document folders sections rewritten
  as scannable bullets. Added a new "Working in this repo — skills, MCPs,
  agents" section promoting brainstorming/TDD/debugging/frontend-design
  skills, Context7/Playwright/Serena MCPs, and the Explore/feature-dev
  agents. Documented Phase 2 derivation choice in the data-model section.

Quality gates: 1374/1374 vitest pass, tsc --noEmit clean, lint 0 errors.

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

src/lib/services/interests.service.ts

@@ -5,6 +5,8 @@ import { interests, interestBerths, interestTags, interestNotes } from '@/lib/db
 import { reminders, interestContactLog } from '@/lib/db/schema/operations';
 import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
 import { berths } from '@/lib/db/schema/berths';
+import { documents, documentEvents } from '@/lib/db/schema/documents';
+import { berthReservations } from '@/lib/db/schema/reservations';
 import { yachts } from '@/lib/db/schema/yachts';
 import { companyMemberships } from '@/lib/db/schema/companies';
 import { tags } from '@/lib/db/schema/system';
@@ -572,6 +574,69 @@ export async function getInterestById(id: string, portId: string) {
       and(eq(interestContactLog.interestId, id), gte(interestContactLog.occurredAt, sevenDaysAgo)),
     );
 
+  // Phase 2 — risk-signal derivation. Three dates feed `computeDealHealth`
+  // off the existing event tables so the pulse chip surfaces document
+  // declines / cancelled reservations / berth-resold-to-other without
+  // adding bespoke timestamp columns on `interests`. Each query runs in
+  // parallel; all return `null` when no matching event exists.
+  const [declinedRow, cancelledReservationRow, berthResoldRow] = await Promise.all([
+    // Latest 'rejected' / 'declined' document event whose document is
+    // linked to this interest.
+    db
+      .select({ at: documentEvents.createdAt })
+      .from(documentEvents)
+      .innerJoin(documents, eq(documents.id, documentEvents.documentId))
+      .where(
+        and(
+          eq(documents.interestId, id),
+          inArray(documentEvents.eventType, ['rejected', 'declined']),
+        ),
+      )
+      .orderBy(desc(documentEvents.createdAt))
+      .limit(1),
+    // Latest cancelled berth_reservation row pointing at this interest.
+    // berth_reservations has no cancelled_at column; updatedAt is set when
+    // the row flips to status='cancelled', so it tracks the same moment.
+    db
+      .select({ at: berthReservations.updatedAt })
+      .from(berthReservations)
+      .where(and(eq(berthReservations.interestId, id), eq(berthReservations.status, 'cancelled')))
+      .orderBy(desc(berthReservations.updatedAt))
+      .limit(1),
+    // "Berth sold to another deal" — any of this interest's linked berths
+    // has at least one OTHER interest with a `won` outcome. Take the
+    // latest such outcome timestamp. archivedAt is a close proxy for the
+    // moment the win was finalised on the conflicting deal.
+    //
+    // The inner subquery resolves *this* interest's berth_ids; the outer
+    // query joins interestBerths to the won other-interest and filters
+    // its berth_id against that set. Using raw `sql` avoids the alias
+    // collision a Drizzle `exists()` would create with the same table on
+    // both sides of the correlation.
+    db.execute(
+      sql`SELECT MAX(other.archived_at) AS at
+          FROM interests other
+          JOIN interest_berths ob ON ob.interest_id = other.id
+          WHERE other.id <> ${id}
+            AND other.outcome = 'won'
+            AND ob.berth_id IN (
+              SELECT berth_id FROM interest_berths WHERE interest_id = ${id}
+            )`,
+    ),
+  ]);
+  const dateDocumentDeclined = declinedRow[0]?.at ?? null;
+  const dateReservationCancelled = cancelledReservationRow[0]?.at ?? null;
+  // db.execute(sql`...`) returns either an array (postgres-js driver) or
+  // a `{rows: []}` object depending on driver build — match the dual
+  // shape used by src/lib/storage/migrate.ts.
+  const berthResoldRaw = berthResoldRow as unknown as
+    | Array<{ at: Date | null }>
+    | { rows?: Array<{ at: Date | null }> };
+  const berthResoldRows = Array.isArray(berthResoldRaw)
+    ? berthResoldRaw
+    : (berthResoldRaw.rows ?? []);
+  const dateBerthSoldToOther = berthResoldRows[0]?.at ?? null;
+
   // Resolve the assignee's display name for the header chip — falling back
   // to the raw ID is fine if the user record is missing (deleted/disabled).
   let assignedToName: string | null = null;
@@ -604,6 +669,13 @@ export async function getInterestById(id: string, portId: string) {
     activeReminderCount,
     assignedToName,
     recentActivityCount,
+    // Phase 2 — risk-signal dates derived from event tables. Feed
+    // computeDealHealth so the pulse chip surfaces document declines,
+    // cancelled reservations, and "berth resold to another deal" without
+    // bespoke timestamp columns on the interest record.
+    dateDocumentDeclined,
+    dateReservationCancelled,
+    dateBerthSoldToOther,
   };
 }
 

src/lib/services/reminders.service.ts

@@ -28,6 +28,7 @@ export async function listReminders(portId: string, query: ReminderListQuery) {
   if (query.clientId) conditions.push(eq(reminders.clientId, query.clientId));
   if (query.interestId) conditions.push(eq(reminders.interestId, query.interestId));
   if (query.berthId) conditions.push(eq(reminders.berthId, query.berthId));
+  if (query.yachtId) conditions.push(eq(reminders.yachtId, query.yachtId));
   if (query.dueBefore) conditions.push(lte(reminders.dueAt, new Date(query.dueBefore)));
   if (query.dueAfter) conditions.push(gte(reminders.dueAt, new Date(query.dueAfter)));
 
@@ -173,7 +174,7 @@ async function assertReminderFksInPort(
 export async function getReminder(id: string, portId: string) {
   const reminder = await db.query.reminders.findFirst({
     where: and(eq(reminders.id, id), eq(reminders.portId, portId)),
-    with: { client: true, interest: true, berth: true },
+    with: { client: true, interest: true, berth: true, yacht: true },
   });
   if (!reminder) throw new NotFoundError('Reminder');
   return reminder;