fix(ui): humanize enum labels, format dates, resolve actor names, loading skeleton

- Documents hub signer status now renders via a label map (`Pending`,
  `Signed`, `Declined`, …) instead of the raw lowercase enum value.
- Invoice detail formats `dueDate` and `paymentDate` as `MMM d, yyyy`
  via `date-fns` instead of leaking raw `2025-03-14` ISO strings, and
  swaps the "Payment Method" free-text input for a `Select` of labelled
  options (`Bank transfer`, `Credit card`, …) so we never store
  `bank_transfer` from a hand-typed field again.
- Interest tabs `MilestoneSection` status badge uses a `humanizeStatus`
  helper so values like `waiting_for_signatures` show as
  `Waiting For Signatures` (correctly title-cased) instead of being a
  lower-snake-case fragment inside an ALL-CAPS pill.
- `OUTCOME_BADGE` in the interest header now has a fall-through that
  renders any unknown outcome as a closed-state badge, preventing a
  closed interest from looking open just because its enum was added
  upstream without a matching label entry.
- Interest timeline route joins the `user` table and returns
  `userName` alongside `userId`; the client renders the resolved name
  instead of a 36-char UUID. Falls back to `'a teammate'` if the user
  row was deleted.
- Invoice "New / Step 3 — Review" replaces the truncated UUID display
  with a server-resolved client/company name via a small `useQuery`,
  so users can confirm they picked the right billing entity before
  submitting.
- New `loading.tsx` for client detail renders a header / tab strip /
  card skeleton during the server-component / initial-query window
  that previously flashed empty.

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

src/app/(dashboard)/[portSlug]/clients/[clientId]/loading.tsx

@@ -0,0 +1,41 @@
+import { Skeleton } from '@/components/ui/skeleton';
+import { CardSkeleton } from '@/components/shared/loading-skeleton';
+
+/**
+ * Route-level loading UI for the client detail page. Renders while the
+ * server component resolves the session and the client component bootstraps
+ * its initial query — replaces the previous empty-header flash on direct
+ * URL visits.
+ */
+export default function Loading() {
+  return (
+    <div className="space-y-6">
+      {/* Header strip — title, badges, action buttons */}
+      <div className="rounded-xl border border-border bg-card px-5 py-4 shadow-sm space-y-3">
+        <div className="flex items-center gap-3">
+          <Skeleton className="h-7 w-56" />
+          <Skeleton className="h-5 w-16 rounded-full" />
+        </div>
+        <div className="flex flex-wrap gap-2">
+          <Skeleton className="h-9 w-20 rounded-md" />
+          <Skeleton className="h-9 w-20 rounded-md" />
+          <Skeleton className="h-9 w-24 rounded-md" />
+          <Skeleton className="h-9 w-32 rounded-md" />
+        </div>
+      </div>
+
+      {/* Tab strip */}
+      <div className="flex gap-2 border-b border-border pb-1">
+        {Array.from({ length: 8 }).map((_, i) => (
+          <Skeleton key={i} className="h-8 w-20 rounded-md" />
+        ))}
+      </div>
+
+      {/* Two-column overview */}
+      <div className="grid grid-cols-1 gap-6 md:grid-cols-2">
+        <CardSkeleton />
+        <CardSkeleton />
+      </div>
+    </div>
+  );
+}

src/app/(dashboard)/[portSlug]/invoices/new/page.tsx

@@ -97,6 +97,28 @@ export default function NewInvoicePage() {
   const watchedValues = watch();
   const isDepositInvoice = watchedValues.kind === 'deposit';
 
+  // Resolve the selected billing entity to a human name so the review step
+  // shows "Acme Yacht Charters" instead of "company 4f2a1b…".
+  const billingEntityRef = watchedValues.billingEntity ?? null;
+  const { data: billingEntityName } = useQuery<{ name: string }>({
+    queryKey: ['billing-entity-name', billingEntityRef?.type, billingEntityRef?.id],
+    queryFn: async () => {
+      if (!billingEntityRef) return { name: '' };
+      const path =
+        billingEntityRef.type === 'company'
+          ? `/api/v1/companies/${billingEntityRef.id}`
+          : `/api/v1/clients/${billingEntityRef.id}`;
+      const res = await apiFetch<{
+        data: { fullName?: string; name?: string };
+      }>(path);
+      return {
+        name: res?.data?.fullName ?? res?.data?.name ?? '',
+      };
+    },
+    enabled: !!billingEntityRef?.id,
+    staleTime: 60_000,
+  });
+
   // Pre-fill the billing entity from the linked interest's client on launch.
   useEffect(() => {
     if (prefilledInterest?.data && !watchedValues.billingEntity) {
@@ -356,9 +378,13 @@ export default function NewInvoicePage() {
                     <p className="font-medium mt-0.5">
                       {watchedValues.billingEntity ? (
                         <>
-                          <span className="capitalize">{watchedValues.billingEntity.type}</span>{' '}
+                          {billingEntityName?.name ? (
-                          <span className="text-xs opacity-60">
+                            <span>{billingEntityName.name}</span>
-                            {watchedValues.billingEntity.id.slice(0, 12)}
+                          ) : (
+                            <span className="text-muted-foreground">Loading…</span>
+                          )}{' '}
+                          <span className="text-xs text-muted-foreground capitalize">
+                            ({watchedValues.billingEntity.type})
                           </span>
                         </>
                       ) : (

src/app/api/v1/interests/[id]/timeline/route.ts

@@ -7,6 +7,7 @@ import { db } from '@/lib/db';
 import { interests } from '@/lib/db/schema/interests';
 import { auditLogs } from '@/lib/db/schema/system';
 import { documents, documentEvents } from '@/lib/db/schema/documents';
+import { user } from '@/lib/db/schema/users';
 import { stageLabel } from '@/lib/constants';
 
 const OUTCOME_LABELS: Record<string, string> = {
@@ -33,6 +34,10 @@ interface TimelineEvent {
   action: string;
   description: string;
   userId: string | null;
+  /** Resolved display name for `userId`. `'system'` for auto-events; null when
+   *  the user has been deleted or the event has no actor. Falls back to
+   *  email-localpart if the user has no display name. */
+  userName: string | null;
   createdAt: Date;
   metadata: Record<string, unknown>;
 }
@@ -81,6 +86,27 @@ export const GET = withAuth(
 
       const docTitles = Object.fromEntries(interestDocs.map((d) => [d.id, d.title]));
 
+      // Resolve display names for any `userId` that is a real user row (the
+      // sentinel value 'system' is used for auto-events and isn't joined).
+      const realUserIds = Array.from(
+        new Set(auditRows.map((r) => r.userId).filter((u): u is string => !!u && u !== 'system')),
+      );
+      const userRows =
+        realUserIds.length > 0
+          ? await db
+              .select({ id: user.id, name: user.name, email: user.email })
+              .from(user)
+              .where(inArray(user.id, realUserIds))
+          : [];
+      const userNameById = new Map<string, string>(
+        userRows.map((u) => [u.id, u.name?.trim() || u.email.split('@')[0] || 'User']),
+      );
+      const resolveUserName = (userId: string | null): string | null => {
+        if (!userId) return null;
+        if (userId === 'system') return 'system';
+        return userNameById.get(userId) ?? null;
+      };
+
       // Union and sort
       const auditEvents: TimelineEvent[] = auditRows.map((row) => ({
         id: row.id,
@@ -93,6 +119,7 @@ export const GET = withAuth(
           row.userId,
         ),
         userId: row.userId,
+        userName: resolveUserName(row.userId),
         createdAt: row.createdAt,
         metadata: (row.metadata as Record<string, unknown>) ?? {},
       }));
@@ -106,6 +133,7 @@ export const GET = withAuth(
           action: row.eventType,
           description: `Document "${title}" ${action}`,
           userId: null,
+          userName: null,
           createdAt: row.createdAt,
           metadata: (row.eventData as Record<string, unknown>) ?? {},
         };
@@ -128,6 +156,7 @@ export const GET = withAuth(
           description:
             interest.pipelineStage === 'open' ? 'Interest created' : `Interest created at ${stage}`,
           userId: null,
+          userName: null,
           createdAt: created,
           metadata: { synthetic: true },
         });

src/components/documents/documents-hub.tsx

@@ -74,6 +74,15 @@ const STATUS_PILL_MAP: Record<string, StatusPillStatus> = {
   rejected: 'rejected',
 };
 
+const SIGNER_STATUS_LABELS: Record<string, string> = {
+  pending: 'Pending',
+  sent: 'Sent',
+  signed: 'Signed',
+  declined: 'Declined',
+  expired: 'Expired',
+  cancelled: 'Cancelled',
+};
+
 interface DocumentsHubProps {
   portSlug: string;
   initialTab?: DocumentsHubTab;
@@ -187,7 +196,7 @@ export function DocumentsHub({ portSlug, initialTab = 'all' }: DocumentsHubProps
                     <span className="truncate text-muted-foreground">{signer.signerEmail}</span>
                   </div>
                   <StatusPill status={STATUS_PILL_MAP[signer.status] ?? 'pending'}>
-                    {signer.status}
+                    {SIGNER_STATUS_LABELS[signer.status] ?? signer.status}
                   </StatusPill>
                 </li>
               ))}

src/components/interests/interest-detail-header.tsx

@@ -36,6 +36,20 @@ const OUTCOME_BADGE: Record<string, { label: string; className: string }> = {
   cancelled: { label: 'Cancelled', className: 'bg-slate-200 text-slate-700' },
 };
 
+// Catch-all so an unknown outcome (e.g. a future `lost_no_berth` enum) still
+// renders as a closed-state badge instead of falling back to the open-state
+// stage picker. Lost-* gets a rose tint; everything else gets neutral slate.
+function resolveOutcomeBadge(outcome: string | null | undefined) {
+  if (!outcome) return null;
+  const known = OUTCOME_BADGE[outcome];
+  if (known) return known;
+  const isLoss = outcome.startsWith('lost');
+  return {
+    label: outcome.replace(/_/g, ' ').replace(/\b\w/g, (m) => m.toUpperCase()),
+    className: isLoss ? 'bg-rose-100 text-rose-700' : 'bg-slate-200 text-slate-700',
+  };
+}
+
 const CATEGORY_LABELS: Record<string, string> = {
   general_interest: 'General',
   specific_qualified: 'Specific Qualified',
@@ -90,7 +104,7 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
   const [outcomeDialog, setOutcomeDialog] = useState<null | 'won' | 'lost'>(null);
 
   const isArchived = !!interest.archivedAt;
-  const outcomeBadge = interest.outcome ? OUTCOME_BADGE[interest.outcome] : null;
+  const outcomeBadge = resolveOutcomeBadge(interest.outcome);
   const isClosed = !!interest.outcome;
 
   // Contact deep-links — resolved from the linked client's primary channels.

src/components/interests/interest-tabs.tsx

@@ -26,6 +26,12 @@ const LEAD_CATEGORY_OPTIONS = LEAD_CATEGORIES.map((c) => ({
   label: c.replace(/_/g, ' ').replace(/\b\w/g, (m) => m.toUpperCase()),
 }));
 
+// Convert raw enum values like `waiting_for_signatures` → `Waiting For Signatures`.
+function humanizeStatus(value: string | null): string | null {
+  if (!value) return null;
+  return value.replace(/_/g, ' ').replace(/\b\w/g, (m) => m.toUpperCase());
+}
+
 interface InterestTabsOptions {
   interestId: string;
   currentUserId?: string;
@@ -203,7 +209,7 @@ function MilestoneSection({
         </div>
         {status ? (
           <span className="rounded-full bg-muted px-2 py-0.5 text-[10px] font-medium uppercase tracking-wide text-muted-foreground">
-            {status.replace(/_/g, ' ')}
+            {humanizeStatus(status)}
           </span>
         ) : null}
       </header>

src/components/interests/interest-timeline.tsx

@@ -23,6 +23,8 @@ interface TimelineEvent {
   action: string;
   description: string;
   userId: string | null;
+  /** Resolved display name (server-side join). Falls back to userId when null. */
+  userName?: string | null;
   createdAt: string;
   metadata: Record<string, unknown>;
 }
@@ -56,10 +58,14 @@ function eventIcon(event: TimelineEvent) {
   return <Pencil className="h-4 w-4 text-muted-foreground" />;
 }
 
-function actorLabel(userId: string | null): string | null {
+function actorLabel(event: TimelineEvent): string | null {
-  if (!userId) return null;
+  if (event.userName) return event.userName;
-  if (userId === 'system') return 'system';
+  if (!event.userId) return null;
-  return userId;
+  if (event.userId === 'system') return 'system';
+  // Last-resort fallback when the user row was deleted: show a short token
+  // instead of a 36-char UUID. The server-side join is authoritative; this
+  // path should be rare in practice.
+  return 'a teammate';
 }
 
 export function InterestTimeline({ interestId }: InterestTimelineProps) {
@@ -100,7 +106,7 @@ export function InterestTimeline({ interestId }: InterestTimelineProps) {
       <div className="absolute left-4 top-2 bottom-2 w-px bg-border" />
 
       {events.map((event) => {
-        const actor = actorLabel(event.userId);
+        const actor = actorLabel(event);
         const isAuto = event.userId === 'system';
         return (
           <div key={event.id} className="relative flex gap-4 pb-6">

src/components/invoices/invoice-detail.tsx

@@ -6,12 +6,20 @@ import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
 import { Loader2, Send, CreditCard } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
+import { format } from 'date-fns';
 
 import { Button } from '@/components/ui/button';
 import { Badge } from '@/components/ui/badge';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { Label } from '@/components/ui/label';
 import { Input } from '@/components/ui/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
 import { InvoicePdfPreview } from './invoice-pdf-preview';
 import { apiFetch } from '@/lib/api/client';
@@ -26,6 +34,40 @@ const STATUS_COLORS: Record<string, string> = {
   cancelled: 'bg-gray-100 text-gray-500 border-gray-200',
 };
 
+// Display labels for snake_case enum values stored in the DB.
+const PAYMENT_METHOD_LABELS: Record<string, string> = {
+  bank_transfer: 'Bank transfer',
+  credit_card: 'Credit card',
+  cash: 'Cash',
+  cheque: 'Cheque',
+  check: 'Check',
+  wire: 'Wire',
+  other: 'Other',
+};
+
+const PAYMENT_METHOD_OPTIONS: Array<{ value: string; label: string }> = [
+  { value: 'bank_transfer', label: 'Bank transfer' },
+  { value: 'credit_card', label: 'Credit card' },
+  { value: 'cash', label: 'Cash' },
+  { value: 'cheque', label: 'Cheque' },
+  { value: 'wire', label: 'Wire' },
+  { value: 'other', label: 'Other' },
+];
+
+function formatPaymentMethod(method: string | null | undefined): string {
+  if (!method) return '—';
+  return PAYMENT_METHOD_LABELS[method] ?? method.replace(/_/g, ' ');
+}
+
+function formatDateOnly(value: string | null | undefined): string {
+  if (!value) return '—';
+  // Stored values are typically YYYY-MM-DD or ISO. Treat as date-only to avoid TZ shift.
+  const isoDate = value.length === 10 ? value + 'T00:00:00' : value;
+  const d = new Date(isoDate);
+  if (Number.isNaN(d.getTime())) return value;
+  return format(d, 'MMM d, yyyy');
+}
+
 interface InvoiceDetailProps {
   invoiceId: string;
 }
@@ -155,7 +197,7 @@ export function InvoiceDetail({ invoiceId }: InvoiceDetailProps) {
                 <CardTitle className="text-sm font-medium">Due Date</CardTitle>
               </CardHeader>
               <CardContent>
-                <p className="text-sm">{invoice.dueDate}</p>
+                <p className="text-sm">{formatDateOnly(invoice.dueDate)}</p>
               </CardContent>
             </Card>
             <Card>
@@ -291,11 +333,11 @@ export function InvoiceDetail({ invoiceId }: InvoiceDetailProps) {
                 <div className="grid grid-cols-2 gap-4">
                   <div>
                     <span className="text-muted-foreground">Payment Date</span>
-                    <p className="mt-0.5">{invoice.paymentDate ?? '—'}</p>
+                    <p className="mt-0.5">{formatDateOnly(invoice.paymentDate)}</p>
                   </div>
                   <div>
                     <span className="text-muted-foreground">Method</span>
-                    <p className="mt-0.5 capitalize">{invoice.paymentMethod ?? '—'}</p>
+                    <p className="mt-0.5">{formatPaymentMethod(invoice.paymentMethod)}</p>
                   </div>
                   <div>
                     <span className="text-muted-foreground">Reference</span>
@@ -325,11 +367,23 @@ export function InvoiceDetail({ invoiceId }: InvoiceDetailProps) {
                   </div>
                   <div className="space-y-1">
                     <Label htmlFor="paymentMethod">Payment Method</Label>
-                    <Input
+                    <Select
-                      id="paymentMethod"
+                      value={paymentForm.watch('paymentMethod') ?? ''}
-                      placeholder="e.g. bank_transfer, credit_card"
+                      onValueChange={(v) =>
-                      {...paymentForm.register('paymentMethod')}
+                        paymentForm.setValue('paymentMethod', v, { shouldValidate: true })
-                    />
+                      }
+                    >
+                      <SelectTrigger id="paymentMethod">
+                        <SelectValue placeholder="Select a method" />
+                      </SelectTrigger>
+                      <SelectContent>
+                        {PAYMENT_METHOD_OPTIONS.map((opt) => (
+                          <SelectItem key={opt.value} value={opt.value}>
+                            {opt.label}
+                          </SelectItem>
+                        ))}
+                      </SelectContent>
+                    </Select>
                   </div>
                   <div className="space-y-1">
                     <Label htmlFor="paymentReference">Reference / Transaction ID</Label>