feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1

Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
parent 3e4d9d6310
commit 5c8c12ba1f
72 changed files with 5499 additions and 942 deletions
--- a/src/app/(dashboard)/[portSlug]/admin/ai/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/ai/page.tsx
@@ -0,0 +1,135 @@
+import Link from 'next/link';
+import { Bot, Receipt, FileText, Brain, ExternalLink } from 'lucide-react';
+
+import {
+  SettingsFormCard,
+  type SettingFieldDef,
+} from '@/components/admin/shared/settings-form-card';
+import { PageHeader } from '@/components/shared/page-header';
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+
+const MASTER_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'ai_enabled',
+    label: 'AI features enabled',
+    description:
+      'Master switch. When OFF, every AI surface (receipt OCR fallback, berth-PDF AI parse, future embedding-driven recommendations) is bypassed. Provider keys stay configured but unused.',
+    type: 'boolean',
+    defaultValue: true,
+  },
+  {
+    key: 'ai_monthly_token_cap',
+    label: 'Monthly token cap (this port)',
+    description:
+      'Soft cap on total AI tokens consumed per calendar month across every feature. When exceeded, AI features fall back to non-AI paths and surface a banner. Set 0 for no cap.',
+    type: 'number',
+    defaultValue: 0,
+  },
+];
+
+const PROVIDER_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'openai_api_key',
+    label: 'OpenAI API key',
+    description:
+      'Used by Receipt OCR fallback and (future) berth-PDF AI parse. Stored AES-encrypted at rest; the field shows blank after save.',
+    type: 'password',
+    placeholder: 'sk-…',
+    defaultValue: '',
+  },
+  {
+    key: 'openai_default_model',
+    label: 'Default OpenAI model',
+    description: 'Used when a feature does not specify an explicit model.',
+    type: 'select',
+    defaultValue: 'gpt-4o-mini',
+    options: [
+      { value: 'gpt-4o-mini', label: 'gpt-4o-mini — cheap, fast, vision-capable' },
+      { value: 'gpt-4o', label: 'gpt-4o — full-strength multimodal' },
+      { value: 'gpt-4-turbo', label: 'gpt-4-turbo — legacy text reasoning' },
+    ],
+  },
+];
+
+interface FeatureLink {
+  href: string;
+  icon: typeof Bot;
+  title: string;
+  description: string;
+}
+
+const FEATURE_LINKS: FeatureLink[] = [
+  {
+    href: '../ocr',
+    icon: Receipt,
+    title: 'Receipt OCR settings',
+    description:
+      'Provider, model, and confidence thresholds for the receipt scanner. AI fallback only runs when the on-device parser is uncertain.',
+  },
+  {
+    href: '../berth-pdf-parser',
+    icon: FileText,
+    title: 'Berth PDF parser',
+    description:
+      'Three-tier AcroForm → OCR → AI pipeline. The AI pass costs tokens; reps invoke it manually when OCR confidence is low.',
+  },
+  {
+    href: '../recommender',
+    icon: Brain,
+    title: 'Berth recommender',
+    description:
+      'Rule-based today; future versions will optionally use embeddings for soft preference matching. AI use is gated by the master switch above.',
+  },
+];
+
+export default function AiAdminPage() {
+  return (
+    <div className="space-y-6">
+      <PageHeader
+        title="AI configuration"
+        description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds remain in their dedicated pages, linked below."
+        eyebrow="ADMIN"
+      />
+
+      <SettingsFormCard
+        title="Master controls"
+        description="Hard kill switch + budget guardrails covering every AI surface in this port."
+        fields={MASTER_FIELDS}
+      />
+
+      <SettingsFormCard
+        title="Provider credentials"
+        description="Shared API keys used by AI-enabled features. Per-feature pages can override the model on a feature-by-feature basis."
+        fields={PROVIDER_FIELDS}
+      />
+
+      <Card>
+        <CardHeader>
+          <CardTitle className="text-base flex items-center gap-2">
+            <Bot className="h-4 w-4" /> Per-feature settings
+          </CardTitle>
+          <CardDescription>
+            Feature-specific tuning lives on each feature&apos;s admin page. They all read the
+            master switch + provider credentials configured above.
+          </CardDescription>
+        </CardHeader>
+        <CardContent className="grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
+          {FEATURE_LINKS.map((f) => (
+            <Link
+              key={f.href}
+              href={f.href as never}
+              className="rounded-md border bg-card p-3 hover:border-primary transition-colors block"
+            >
+              <div className="flex items-center gap-2 text-sm font-medium">
+                <f.icon className="h-4 w-4 text-muted-foreground" />
+                {f.title}
+                <ExternalLink className="ml-auto h-3 w-3 opacity-50" />
+              </div>
+              <p className="mt-1 text-xs text-muted-foreground">{f.description}</p>
+            </Link>
+          ))}
+        </CardContent>
+      </Card>
+    </div>
+  );
+}
--- a/src/app/(dashboard)/[portSlug]/admin/backup/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/backup/page.tsx
@@ -1,65 +1,15 @@
+import { BackupAdminPanel } from '@/components/admin/backup-admin-panel';
 import { PageHeader } from '@/components/shared/page-header';
-import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';

 export default function BackupManagementPage() {
  return (
-    <div>
+    <div className="space-y-6">
      <PageHeader
-        title="Backup &amp; Restore"
-        description="How backups are taken today and what an in-app backup admin will look like."
+        title="Backup & Restore"
+        eyebrow="ADMIN"
+        description="Trigger ad-hoc database snapshots, browse the history, and download a .dump file for offline restore."
      />
-
-      <div className="grid gap-4 mt-6 lg:grid-cols-2">
-        <Card>
-          <CardHeader>
-            <CardTitle>Current backup posture</CardTitle>
-            <CardDescription>
-              Database snapshots run outside the app — there is no in-app trigger yet.
-            </CardDescription>
-          </CardHeader>
-          <CardContent className="space-y-3 text-sm">
-            <p>
-              <strong>PostgreSQL:</strong> snapshotted by the platform&rsquo;s nightly{' '}
-              <code>pg_dump</code> job. Retention is set at the infrastructure layer (see{' '}
-              <code>docs/operations/</code> if a runbook exists). Restores are manual.
-            </p>
-            <p>
-              <strong>Object storage:</strong> when{' '}
-              <code>system_settings.storage_backend = &lsquo;s3&rsquo;</code>, the bucket is
-              versioned by the provider. When the filesystem backend is in use, the host&rsquo;s
-              snapshot policy is the only safety net — switch to s3 before relying on point-in-time
-              recovery.
-            </p>
-            <p>
-              <strong>Redis / queue state:</strong> ephemeral. Failed jobs sit on the{' '}
-              <code>removeOnFail</code> retention window (7 days) and then disappear. Anything
-              durable belongs in PostgreSQL.
-            </p>
-          </CardContent>
-        </Card>
-
-        <Card>
-          <CardHeader>
-            <CardTitle>What this page will become</CardTitle>
-            <CardDescription>Planned admin surface, prioritised in upcoming work.</CardDescription>
-          </CardHeader>
-          <CardContent className="space-y-2 text-sm">
-            <ul className="list-disc pl-5 space-y-1">
-              <li>List recent snapshot files with timestamp, size, and origin (cron vs manual).</li>
-              <li>&ldquo;Take backup now&rdquo; button that enqueues a maintenance job.</li>
-              <li>
-                Per-port logical export (&ldquo;give me everything for port-nimara&rdquo;) for
-                compliance.
-              </li>
-              <li>Restore preview that shows row-counts that would change before commit.</li>
-              <li>GDPR per-client export bundled here.</li>
-            </ul>
-            <p className="text-xs text-muted-foreground pt-2">
-              Until this lands, treat ops/devops as the source of truth for backup state.
-            </p>
-          </CardContent>
-        </Card>
-      </div>
+      <BackupAdminPanel />
    </div>
  );
 }
--- a/src/app/(dashboard)/[portSlug]/admin/branding/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/branding/page.tsx
@@ -4,6 +4,28 @@ import {
 } from '@/components/admin/shared/settings-form-card';
 import { PageHeader } from '@/components/shared/page-header';

+const DEFAULT_EMAIL_HEADER_HTML = `<!-- Optional pre-body header -->
+<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="border-collapse:collapse;">
+  <tr>
+    <td align="center" style="padding:16px 0;">
+      <a href="https://example.com" style="text-decoration:none;color:#1e293b;font-family:Arial,sans-serif;font-size:14px;font-weight:600;">
+        Your brand name
+      </a>
+    </td>
+  </tr>
+</table>`;
+
+const DEFAULT_EMAIL_FOOTER_HTML = `<!-- Optional sub-body footer -->
+<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="border-collapse:collapse;">
+  <tr>
+    <td align="center" style="padding:24px 0;color:#64748b;font-family:Arial,sans-serif;font-size:12px;">
+      &copy; ${new Date().getFullYear()} Your Company &middot;
+      <a href="https://example.com" style="color:#64748b;">Visit our website</a> &middot;
+      <a href="mailto:hello@example.com" style="color:#64748b;">hello@example.com</a>
+    </td>
+  </tr>
+</table>`;
+
 const FIELDS: SettingFieldDef[] = [
  {
    key: 'branding_app_name',
@@ -15,11 +37,11 @@ const FIELDS: SettingFieldDef[] = [
  },
  {
    key: 'branding_logo_url',
-    label: 'Logo URL',
+    label: 'Logo',
    description:
-      'Public HTTPS URL of the logo used in email headers and the branded auth shell. Recommended size: 240×80 PNG with transparent background.',
-    type: 'string',
-    placeholder: 'https://example.com/logo.png',
+      'Used in email headers and the branded auth shell. Recommended: square PNG with transparent background.',
+    type: 'image-upload',
+    imageAspect: 1,
    defaultValue: '',
  },
  {
@@ -32,9 +54,11 @@ const FIELDS: SettingFieldDef[] = [
  {
    key: 'branding_email_header_html',
    label: 'Email header HTML',
-    description: 'Optional HTML rendered above each email body. Leave blank to use the default.',
+    description:
+      'Optional HTML rendered above each email body. Leave blank to use the default. Tap "Insert default" to start from the baseline template.',
    type: 'html',
    defaultValue: '',
+    defaultTemplate: DEFAULT_EMAIL_HEADER_HTML,
  },
  {
    key: 'branding_email_footer_html',
@@ -42,6 +66,7 @@ const FIELDS: SettingFieldDef[] = [
    description: 'Optional HTML rendered at the very bottom of each email (above the signature).',
    type: 'html',
    defaultValue: '',
+    defaultTemplate: DEFAULT_EMAIL_FOOTER_HTML,
  },
 ];

--- a/src/app/(dashboard)/[portSlug]/admin/documenso/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/documenso/page.tsx
@@ -21,6 +21,55 @@ const API_FIELDS: SettingFieldDef[] = [
    type: 'password',
    defaultValue: '',
  },
+  {
+    key: 'documenso_api_version_override',
+    label: 'API version',
+    description:
+      'Which Documenso REST API to call against this port. v1 supports Documenso 1.x (per-field PIXEL placement, /api/v1/templates and /api/v1/documents). v2 unlocks the envelope/embed endpoints introduced in Documenso 2.x. Use the test-connection button below after switching to confirm the chosen version actually works against this port’s instance.',
+    type: 'select',
+    options: [
+      { value: 'v1', label: 'v1 — Documenso 1.x (legacy stable)' },
+      { value: 'v2', label: 'v2 — Documenso 2.x (envelope + embedded signing)' },
+    ],
+    defaultValue: 'v1',
+  },
+];
+
+const SIGNER_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'documenso_developer_name',
+    label: 'Developer signer — name',
+    description:
+      'The party who signs after the client (typically the marina developer or owner). Used as the static "developer" recipient in templated documents (EOI). Was hardcoded as "David Mizrahi" in the legacy single-tenant system.',
+    type: 'string',
+    placeholder: 'David Mizrahi',
+    defaultValue: '',
+  },
+  {
+    key: 'documenso_developer_email',
+    label: 'Developer signer — email',
+    description: 'Email used to send the developer signing request via Documenso.',
+    type: 'string',
+    placeholder: 'dm@portnimara.com',
+    defaultValue: '',
+  },
+  {
+    key: 'documenso_approver_name',
+    label: 'Approver — name',
+    description:
+      'The final approver who signs after the developer (typically a sales/legal lead). Was hardcoded as "Abbie May" in the legacy system.',
+    type: 'string',
+    placeholder: 'Abbie May',
+    defaultValue: '',
+  },
+  {
+    key: 'documenso_approver_email',
+    label: 'Approver — email',
+    description: 'Email used to route the final approval signing request.',
+    type: 'string',
+    placeholder: 'sales@portnimara.com',
+    defaultValue: '',
+  },
 ];

 const EOI_FIELDS: SettingFieldDef[] = [
@@ -44,6 +93,51 @@ const EOI_FIELDS: SettingFieldDef[] = [
    ],
    defaultValue: 'documenso-template',
  },
+  {
+    key: 'eoi_send_mode',
+    label: 'Initial signing-invitation email behaviour',
+    description:
+      'Auto = the system sends our branded "please sign" email immediately when an EOI/contract/reservation is generated. Manual = the document is generated and the signing URL appears in the UI; a rep clicks "Send invitation" to dispatch. Auto is the lower-friction option for high-volume teams; manual lets reps review before sending. Applies to all document types, not just EOI.',
+    type: 'select',
+    options: [
+      { value: 'manual', label: 'Manual (rep clicks Send after generation)' },
+      { value: 'auto', label: 'Auto (send branded email on generate)' },
+    ],
+    defaultValue: 'manual',
+  },
+];
+
+const CONTRACT_RESERVATION_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'documenso_contract_template_id',
+    label: 'Contract Documenso template ID (optional)',
+    description:
+      'Numeric template ID for sales contract generation. Leave blank to use the per-deal upload-and-place-fields flow instead (the typical path for contracts, since they are usually drafted custom per client).',
+    type: 'string',
+    placeholder: '',
+    defaultValue: '',
+  },
+  {
+    key: 'documenso_reservation_template_id',
+    label: 'Reservation agreement Documenso template ID (optional)',
+    description:
+      'Numeric template ID for reservation agreements. Same logic — leave blank to upload per deal.',
+    type: 'string',
+    placeholder: '',
+    defaultValue: '',
+  },
+];
+
+const EMBED_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'embedded_signing_host',
+    label: 'Embedded signing host',
+    description:
+      "Origin of the public site that hosts the embedded Documenso signing pages. Outbound emails wrap raw Documenso signing URLs into {host}/sign/<type>/<token> so clients sign on your branded page rather than Documenso's domain. Leave blank to fall back to the app URL. Marketing-website pattern: https://portnimara.com",
+    type: 'string',
+    placeholder: 'https://portnimara.com',
+    defaultValue: '',
+  },
 ];

 export default function DocumensoSettingsPage() {
@@ -51,7 +145,7 @@ export default function DocumensoSettingsPage() {
    <div className="space-y-6">
      <PageHeader
        title="Documenso & EOI"
-        description="API credentials and default EOI generation pathway. Use the test-connection button to verify a saved configuration before relying on it."
+        description="API credentials, signer identities, and document generation behaviour. Use the test-connection button to verify a saved configuration before relying on it."
      />

      <SettingsFormCard
@@ -61,11 +155,29 @@ export default function DocumensoSettingsPage() {
        extra={<DocumensoTestButton />}
      />

+      <SettingsFormCard
+        title="Signers (developer + approver)"
+        description="Identity of the static signers in your Documenso templates. The client is always pulled from the interest's linked client record; these values fill the developer (signing order 2) and approver (signing order 3) slots."
+        fields={SIGNER_FIELDS}
+      />
+
      <SettingsFormCard
        title="EOI generation"
-        description="Default pathway and template used when an interest's EOI is generated."
+        description="Default pathway, template, and email behaviour when an interest's EOI is generated."
        fields={EOI_FIELDS}
      />
+
+      <SettingsFormCard
+        title="Contract & reservation templates (optional)"
+        description="Most ports leave these blank because contracts/reservations are drafted per deal and uploaded for signing. Set a template ID only if you have a standardised contract/reservation Documenso template."
+        fields={CONTRACT_RESERVATION_FIELDS}
+      />
+
+      <SettingsFormCard
+        title="Embedded signing"
+        description="Where the public-facing branded signing pages live. The CRM rewrites Documenso signing URLs to point here when sending invitation and reminder emails."
+        fields={EMBED_FIELDS}
+      />
    </div>
  );
 }
--- a/src/app/(dashboard)/[portSlug]/admin/onboarding/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/onboarding/page.tsx
@@ -1,114 +1,14 @@
-import Link from 'next/link';
-
+import { OnboardingChecklist } from '@/components/admin/onboarding-checklist';
 import { PageHeader } from '@/components/shared/page-header';
-import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
-
-interface ChecklistItem {
-  href: string;
-  label: string;
-  description: string;
-}
-
-const CHECKLIST: ChecklistItem[] = [
-  {
-    href: 'branding',
-    label: 'Set port name, logo, primary colour',
-    description: 'Branding flows into the navbar, emails, and EOI PDFs.',
-  },
-  {
-    href: 'email',
-    label: 'Configure outgoing email',
-    description:
-      'From-address, signature, footer, plus per-port SMTP overrides if you don&rsquo;t use the global account.',
-  },
-  {
-    href: 'documenso',
-    label: 'Connect Documenso for EOIs',
-    description:
-      'API credentials and the EOI template id, plus the in-app vs Documenso pathway choice.',
-  },
-  {
-    href: 'settings',
-    label: 'Tune business rules + recommender weights',
-    description:
-      'Pipeline weights, net-10 discount, berth recommender knobs (heat weights, fall-through policy).',
-  },
-  {
-    href: 'roles',
-    label: 'Create roles &amp; assign users',
-    description: 'Per-port roles inherit from the global system roles; override permissions here.',
-  },
-  {
-    href: 'invitations',
-    label: 'Invite the rest of the team',
-    description:
-      'Invitations track pending, expired, and accepted state and can be resent or revoked.',
-  },
-  {
-    href: 'tags',
-    label: 'Define starter tags',
-    description: 'Color-coded labels used across clients, yachts, companies, and interests.',
-  },
-  {
-    href: 'forms',
-    label: 'Wire the website intake forms',
-    description:
-      'Inquiry forms on the marketing site dual-write into the CRM via /api/public/website-inquiries.',
-  },
-];

 export default function OnboardingPage() {
  return (
    <div>
      <PageHeader
        title="Port onboarding"
-        description="Recommended order to bring a new port live. Each step links to the right admin page."
+        description="Bring a new port live. Each step links to the right admin page; checks update automatically once you've configured the underlying setting."
      />
-
-      <Card className="mt-6">
-        <CardHeader>
-          <CardTitle>Setup checklist</CardTitle>
-          <CardDescription>
-            Work through these in order. The future onboarding wizard will track progress per port;
-            for now this is a guided index.
-          </CardDescription>
-        </CardHeader>
-        <CardContent>
-          <ol className="space-y-4">
-            {CHECKLIST.map((item, idx) => (
-              <li key={item.href} className="flex gap-4">
-                <span className="flex-none w-7 h-7 rounded-full bg-primary/10 text-primary font-medium text-sm flex items-center justify-center mt-0.5">
-                  {idx + 1}
-                </span>
-                <div className="flex-1">
-                  <Link
-                    href={`./${item.href}` as never}
-                    className="text-sm font-medium hover:underline"
-                  >
-                    {item.label}
-                  </Link>
-                  <p className="text-sm text-muted-foreground mt-0.5">{item.description}</p>
-                </div>
-              </li>
-            ))}
-          </ol>
-        </CardContent>
-      </Card>
-
-      <Card className="mt-4">
-        <CardHeader>
-          <CardTitle>What this page will become</CardTitle>
-          <CardDescription>
-            A guided wizard that walks per-port admins through the same steps with progress
-            tracking.
-          </CardDescription>
-        </CardHeader>
-        <CardContent className="text-sm text-muted-foreground">
-          The wizard will record completion per port in <code>system_settings</code>, gate the
-          public marketing-site cutover until required steps are done, and surface a banner on the
-          dashboard when onboarding is incomplete.
-        </CardContent>
-      </Card>
+      <OnboardingChecklist />
    </div>
  );
 }
--- a/src/app/(dashboard)/[portSlug]/admin/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/page.tsx
@@ -231,10 +231,17 @@ const GROUPS: AdminGroup[] = [
    title: 'Integrations',
    description: 'Third-party providers wired into the app.',
    sections: [
+      {
+        href: 'ai',
+        label: 'AI configuration',
+        description:
+          'Master switch + provider credentials shared by every AI surface (OCR, berth-PDF parser, future recommender embeddings).',
+        icon: ScrollText,
+      },
      {
        href: 'ocr',
-        label: 'Receipt OCR',
-        description: 'Configure the AI provider used by the mobile receipt scanner.',
+        label: 'Receipt OCR (per-feature)',
+        description: 'Provider, model, and confidence thresholds for the receipt scanner.',
        icon: ScrollText,
      },
      {
@@ -243,6 +250,13 @@ const GROUPS: AdminGroup[] = [
        description: 'Per-port Umami URL, API token, and Website ID.',
        icon: Globe,
      },
+      {
+        href: 'residential-stages',
+        label: 'Residential pipeline stages',
+        description:
+          'Configure stages residential interests flow through. Removing a stage with active interests prompts for reassignment.',
+        icon: ScrollText,
+      },
    ],
  },
 ];
--- a/src/app/(dashboard)/[portSlug]/admin/reminders/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/reminders/page.tsx
@@ -44,9 +44,8 @@ const DIGEST_FIELDS: SettingFieldDef[] = [
  {
    key: 'reminder_digest_timezone',
    label: 'Digest timezone',
-    description: 'IANA timezone name used to interpret the delivery time (e.g. Europe/Warsaw).',
-    type: 'string',
-    placeholder: 'Europe/Warsaw',
+    description: 'IANA timezone name used to interpret the delivery time.',
+    type: 'timezone',
    defaultValue: 'Europe/Warsaw',
  },
 ];
--- a/src/app/(dashboard)/[portSlug]/admin/residential-stages/page.tsx
+++ b/src/app/(dashboard)/[portSlug]/admin/residential-stages/page.tsx
@@ -0,0 +1,15 @@
+import { ResidentialStagesAdmin } from '@/components/admin/residential-stages-admin';
+import { PageHeader } from '@/components/shared/page-header';
+
+export default function ResidentialStagesPage() {
+  return (
+    <div className="space-y-6">
+      <PageHeader
+        title="Residential pipeline stages"
+        eyebrow="ADMIN"
+        description="Configure the stages residential interests flow through. Removing a stage that still has interests prompts you to reassign them before saving."
+      />
+      <ResidentialStagesAdmin />
+    </div>
+  );
+}
--- a/src/app/api/ready/route.ts
+++ b/src/app/api/ready/route.ts
@@ -3,15 +3,14 @@ import { sql } from 'drizzle-orm';

 import { db } from '@/lib/db';
 import { redis } from '@/lib/redis';
-import { minioClient } from '@/lib/minio';
-import { env } from '@/lib/env';
+import { getStorageBackend } from '@/lib/storage';

 type CheckStatus = 'ok' | 'error';

 interface ReadyChecks {
  postgres: CheckStatus;
  redis: CheckStatus;
-  minio: CheckStatus;
+  storage: CheckStatus;
 }

 interface ReadyResponse {
@@ -21,7 +20,7 @@ interface ReadyResponse {
 }

 /**
- * Readiness probe - verifies that every backing service this process
+ * Readiness probe — verifies that every backing service this process
 * needs to serve traffic is reachable. A 503 should drop the pod from the
 * load balancer until the next probe succeeds; it should not trigger a
 * pod restart (that's what `/api/health` is for).
@@ -29,7 +28,9 @@ interface ReadyResponse {
 * Checks:
 *   - postgres: `SELECT 1` against the primary
 *   - redis:    `PING`
- *   - minio:    `bucketExists(<configured-bucket>)`
+ *   - storage:  HEAD on a sentinel key via the active storage backend
+ *               (S3 or filesystem). Health-checks whichever backend
+ *               this port is configured for, not always MinIO.
 *
 * Documenso + SMTP are intentionally not probed here: they're optional
 * integrations, and each tenant configures its own credentials. A
@@ -40,7 +41,7 @@ export async function GET(): Promise<NextResponse<ReadyResponse>> {
  const checks: ReadyChecks = {
    postgres: 'error',
    redis: 'error',
-    minio: 'error',
+    storage: 'error',
  };

  await Promise.allSettled([
@@ -62,14 +63,17 @@ export async function GET(): Promise<NextResponse<ReadyResponse>> {
        checks.redis = 'error';
      }),

-    minioClient
-      .bucketExists(env.MINIO_BUCKET)
-      .then(() => {
-        checks.minio = 'ok';
-      })
-      .catch(() => {
-        checks.minio = 'error';
-      }),
+    (async () => {
+      try {
+        const backend = await getStorageBackend();
+        // head() returns null for a missing object (both backends);
+        // the connection itself succeeding is what counts.
+        await backend.head('__health_probe__');
+        checks.storage = 'ok';
+      } catch {
+        checks.storage = 'error';
+      }
+    })(),
  ]);

  const allReady = Object.values(checks).every((s) => s === 'ok');
--- a/src/app/api/v1/admin/backup/[id]/download/route.ts
+++ b/src/app/api/v1/admin/backup/[id]/download/route.ts
@@ -0,0 +1,18 @@
+import { NextResponse } from 'next/server';
+
+import { requireSuperAdmin, withAuth } from '@/lib/api/helpers';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+import { getBackupDownloadUrl } from '@/lib/services/backup.service';
+
+export const GET = withAuth(async (_req, ctx, params) => {
+  try {
+    requireSuperAdmin(ctx, 'admin.backup.download');
+    const id = params.id;
+    if (!id) throw new NotFoundError('Backup');
+    const url = await getBackupDownloadUrl(id);
+    if (!url) throw new NotFoundError('Backup');
+    return NextResponse.json({ data: { url } });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
--- a/src/app/api/v1/admin/backup/route.ts
+++ b/src/app/api/v1/admin/backup/route.ts
@@ -0,0 +1,28 @@
+import { NextResponse } from 'next/server';
+
+import { requireSuperAdmin, withAuth } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { listBackupJobs, runBackup } from '@/lib/services/backup.service';
+
+export const runtime = 'nodejs';
+
+export const GET = withAuth(async (_req, ctx) => {
+  try {
+    requireSuperAdmin(ctx, 'admin.backup.list');
+    const jobs = await listBackupJobs();
+    return NextResponse.json({ data: jobs });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
+
+/** Trigger a fresh manual backup. Super-admin only. */
+export const POST = withAuth(async (_req, ctx) => {
+  try {
+    requireSuperAdmin(ctx, 'admin.backup.run');
+    const result = await runBackup({ trigger: 'manual', triggeredBy: ctx.userId });
+    return NextResponse.json({ data: result });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
--- a/src/app/api/v1/admin/settings/image/route.ts
+++ b/src/app/api/v1/admin/settings/image/route.ts
@@ -0,0 +1,74 @@
+import { NextResponse } from 'next/server';
+import { eq } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+import { uploadFile } from '@/lib/services/files';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { env } from '@/lib/env';
+
+const MAX_BYTES = 5 * 1024 * 1024;
+
+/**
+ * Image upload for branding settings (logo, email banner, etc).
+ * Accepts a multipart `file` (cropped JPEG/PNG/WebP from the
+ * ImageCropperDialog) and returns a stable URL that the settings
+ * form stores as a `string` value on `system_settings`.
+ *
+ * The URL points at `/api/v1/files/<id>/preview` so swapping the
+ * storage backend (S3 ↔ filesystem) carries the asset transparently.
+ */
+export const POST = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const formData = await req.formData();
+      const fileEntry = formData.get('file');
+      if (!(fileEntry instanceof File)) {
+        throw new ValidationError('Missing `file` part');
+      }
+      if (fileEntry.size === 0) {
+        throw new ValidationError('Empty file');
+      }
+      if (fileEntry.size > MAX_BYTES) {
+        throw new ValidationError('Image exceeds 5 MB');
+      }
+
+      const port = ctx.portId
+        ? await db.query.ports.findFirst({ where: eq(ports.id, ctx.portId) })
+        : null;
+      if (!port) throw new ValidationError('No active port');
+
+      const buffer = Buffer.from(await fileEntry.arrayBuffer());
+      const record = await uploadFile(
+        port.id,
+        port.slug,
+        {
+          buffer,
+          originalName: fileEntry.name || 'branding.jpg',
+          mimeType: fileEntry.type || 'image/jpeg',
+          size: fileEntry.size,
+        },
+        {
+          filename: `branding-${Date.now()}.jpg`,
+          category: 'branding',
+          entityType: 'port',
+          entityId: port.id,
+        },
+        {
+          userId: ctx.userId,
+          portId: port.id,
+          ipAddress: ctx.ipAddress,
+          userAgent: ctx.userAgent,
+        },
+      );
+
+      const baseUrl = env.APP_URL.replace(/\/+$/, '');
+      const url = `${baseUrl}/api/v1/files/${record.id}/preview`;
+
+      return NextResponse.json({ data: { fileId: record.id, url } });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/admin/storage/migrate/route.ts
+++ b/src/app/api/v1/admin/storage/migrate/route.ts
@@ -19,6 +19,7 @@ const schema = z.object({
  from: z.enum(['s3', 'filesystem']),
  to: z.enum(['s3', 'filesystem']),
  dryRun: z.boolean().default(false),
+  skipMigration: z.boolean().optional(),
 });

 export const runtime = 'nodejs';
--- a/src/app/api/v1/documents/[id]/send-invitation/route.ts
+++ b/src/app/api/v1/documents/[id]/send-invitation/route.ts
@@ -0,0 +1,92 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+import { and, asc, eq } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { db } from '@/lib/db';
+import { documents, documentSigners } from '@/lib/db/schema/documents';
+import { ports } from '@/lib/db/schema/ports';
+import {
+  sendSigningInvitation,
+  type SignerRole,
+} from '@/lib/services/document-signing-emails.service';
+import { getPortDocumensoConfig } from '@/lib/services/port-config';
+import { errorResponse, NotFoundError, ValidationError } from '@/lib/errors';
+
+const bodySchema = z.object({
+  /** Optional — defaults to the next pending signer in signing-order. */
+  recipientId: z.string().optional(),
+});
+
+const DOC_TYPE_LABEL: Record<
+  string,
+  'Expression of Interest' | 'Sales Contract' | 'Reservation Agreement'
+> = {
+  eoi: 'Expression of Interest',
+  contract: 'Sales Contract',
+  reservation_agreement: 'Reservation Agreement',
+};
+
+/**
+ * Send a branded signing-invitation email to a specific recipient
+ * (defaults to the next-pending signer in signing-order). Used by:
+ *   - The auto-send path when port `eoi_send_mode = 'auto'`
+ *   - The "Send invitation" button in the EOI/Contract tab when
+ *     `eoi_send_mode = 'manual'`
+ *   - The cascading-email logic on DOCUMENT_SIGNED webhooks
+ */
+export const POST = withAuth(
+  withPermission('documents', 'send_for_signing', async (req, ctx, params) => {
+    try {
+      const documentId = params.id;
+      if (!documentId) throw new NotFoundError('Document');
+      const body = await parseBody(req, bodySchema);
+
+      const doc = await db.query.documents.findFirst({
+        where: and(eq(documents.id, documentId), eq(documents.portId, ctx.portId)),
+      });
+      if (!doc) throw new NotFoundError('Document');
+
+      const signers = await db
+        .select()
+        .from(documentSigners)
+        .where(eq(documentSigners.documentId, documentId))
+        .orderBy(asc(documentSigners.signingOrder));
+
+      const target = body.recipientId
+        ? signers.find((s) => s.id === body.recipientId)
+        : signers.find((s) => s.status === 'pending');
+      if (!target) {
+        throw new ValidationError('No pending signer found to invite');
+      }
+      if (!target.signingUrl) {
+        throw new ValidationError(
+          'Signer has no Documenso URL yet — generate or send the document first',
+        );
+      }
+
+      const port = await db.query.ports.findFirst({ where: eq(ports.id, ctx.portId) });
+      const docCfg = await getPortDocumensoConfig(ctx.portId);
+
+      await sendSigningInvitation({
+        portId: ctx.portId,
+        portName: port?.name ?? 'Port Nimara',
+        recipient: { name: target.signerName, email: target.signerEmail },
+        documensoSigningUrl: target.signingUrl,
+        documentLabel: DOC_TYPE_LABEL[doc.documentType] ?? 'Expression of Interest',
+        signerRole: (target.signerRole as SignerRole) ?? 'client',
+        senderName: docCfg.developerName ?? null,
+      });
+
+      await db
+        .update(documentSigners)
+        .set({ invitedAt: new Date() })
+        .where(eq(documentSigners.id, target.id));
+
+      return NextResponse.json({ data: { recipientId: target.id, sent: true } });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/me/avatar/route.ts
+++ b/src/app/api/v1/me/avatar/route.ts
@@ -0,0 +1,79 @@
+import { NextResponse } from 'next/server';
+import { eq } from 'drizzle-orm';
+
+import { withAuth } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+import { userProfiles } from '@/lib/db/schema/users';
+import { uploadFile } from '@/lib/services/files';
+import { errorResponse, ValidationError } from '@/lib/errors';
+
+const MAX_AVATAR_BYTES = 2 * 1024 * 1024;
+
+/**
+ * Profile-photo upload. Accepts a multipart `file` (cropped JPEG/PNG
+ * from the ImageCropperDialog), persists it via the polymorphic files
+ * table (so an S3↔filesystem swap carries it correctly), and writes
+ * the file id into `user_profiles.avatar_file_id`.
+ *
+ * Files are scoped to the user's CURRENT port — the rep can't end up
+ * with an avatar that's only visible from one port. (Avatars render
+ * via the GET handler below, which presigns by id regardless of port.)
+ */
+export const POST = withAuth(async (req, ctx) => {
+  try {
+    const formData = await req.formData();
+    const fileEntry = formData.get('file');
+    if (!(fileEntry instanceof File)) {
+      throw new ValidationError('Missing `file` part');
+    }
+    if (fileEntry.size === 0) {
+      throw new ValidationError('Empty file');
+    }
+    if (fileEntry.size > MAX_AVATAR_BYTES) {
+      throw new ValidationError('Avatar exceeds 2 MB');
+    }
+
+    // Resolve the port slug for the storage path. Super-admins without
+    // an active port fall through to a synthetic 'global' bucket.
+    const port = ctx.portId
+      ? await db.query.ports.findFirst({ where: eq(ports.id, ctx.portId) })
+      : null;
+    const portSlug = port?.slug ?? 'global';
+    const portId = ctx.portId || port?.id || '';
+    if (!portId) throw new ValidationError('No active port');
+
+    const buffer = Buffer.from(await fileEntry.arrayBuffer());
+    const record = await uploadFile(
+      portId,
+      portSlug,
+      {
+        buffer,
+        originalName: fileEntry.name || 'avatar.jpg',
+        mimeType: fileEntry.type || 'image/jpeg',
+        size: fileEntry.size,
+      },
+      {
+        filename: `avatar-${ctx.userId}.jpg`,
+        category: 'avatar',
+        entityType: 'user',
+        entityId: ctx.userId,
+      },
+      {
+        userId: ctx.userId,
+        portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      },
+    );
+
+    await db
+      .update(userProfiles)
+      .set({ avatarFileId: record.id, updatedAt: new Date() })
+      .where(eq(userProfiles.userId, ctx.userId));
+
+    return NextResponse.json({ data: { avatarFileId: record.id } });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
--- a/src/app/api/v1/me/email/cancel/[token]/route.ts
+++ b/src/app/api/v1/me/email/cancel/[token]/route.ts
@@ -0,0 +1,54 @@
+import { NextResponse } from 'next/server';
+import { and, eq, isNull } from 'drizzle-orm';
+import crypto from 'node:crypto';
+
+import { db } from '@/lib/db';
+import { userEmailChanges } from '@/lib/db/schema/users';
+import { createAuditLog } from '@/lib/audit';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { env } from '@/lib/env';
+
+/**
+ * Cancel a pending email-change. Linked from the email sent to the
+ * OLD address as a safety net for "I didn't ask for this" reports.
+ */
+export async function GET(
+  _req: Request,
+  context: { params: Promise<{ token: string }> },
+): Promise<Response> {
+  try {
+    const { token } = await context.params;
+    if (!token) throw new ValidationError('Missing token');
+    const tokenHash = crypto.createHash('sha256').update(token).digest('hex');
+
+    const pending = await db.query.userEmailChanges.findFirst({
+      where: and(
+        eq(userEmailChanges.confirmTokenHash, tokenHash),
+        isNull(userEmailChanges.appliedAt),
+        isNull(userEmailChanges.cancelledAt),
+      ),
+    });
+    if (!pending) throw new ValidationError('Token is invalid or already used');
+
+    await db
+      .update(userEmailChanges)
+      .set({ cancelledAt: new Date() })
+      .where(eq(userEmailChanges.id, pending.id));
+
+    void createAuditLog({
+      userId: pending.userId,
+      portId: null,
+      action: 'update',
+      entityType: 'user_email_change',
+      entityId: pending.id,
+      newValue: { newEmail: pending.newEmail },
+      metadata: { type: 'email_change_cancelled' },
+      severity: 'warning',
+    });
+
+    const baseUrl = env.APP_URL.replace(/\/+$/, '');
+    return NextResponse.redirect(`${baseUrl}/settings?emailChange=cancelled`);
+  } catch (error) {
+    return errorResponse(error);
+  }
+}
--- a/src/app/api/v1/me/email/confirm/[token]/route.ts
+++ b/src/app/api/v1/me/email/confirm/[token]/route.ts
@@ -0,0 +1,75 @@
+import { NextResponse } from 'next/server';
+import { and, eq, isNull } from 'drizzle-orm';
+import crypto from 'node:crypto';
+
+import { db } from '@/lib/db';
+import { user, userEmailChanges } from '@/lib/db/schema/users';
+import { createAuditLog } from '@/lib/audit';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { env } from '@/lib/env';
+
+/**
+ * Public confirmation endpoint — clicked from the email sent to the
+ * NEW address. Applies the email change atomically and redirects the
+ * user back to /settings with a success flag.
+ *
+ * No auth wrapper because the email recipient may not be signed in
+ * (e.g. they clicked from another device). The token IS the proof.
+ */
+export async function GET(
+  _req: Request,
+  context: { params: Promise<{ token: string }> },
+): Promise<Response> {
+  try {
+    const { token } = await context.params;
+    if (!token) throw new ValidationError('Missing token');
+    const tokenHash = crypto.createHash('sha256').update(token).digest('hex');
+
+    const pending = await db.query.userEmailChanges.findFirst({
+      where: and(
+        eq(userEmailChanges.confirmTokenHash, tokenHash),
+        isNull(userEmailChanges.appliedAt),
+        isNull(userEmailChanges.cancelledAt),
+      ),
+    });
+    if (!pending) throw new ValidationError('Token is invalid or already used');
+    if (pending.expiresAt.getTime() < Date.now()) {
+      throw new ValidationError('Token has expired');
+    }
+
+    // Re-check uniqueness right before the swap so a race with another
+    // signup doesn't ship two accounts to the same email.
+    const conflict = await db.query.user.findFirst({
+      where: eq(user.email, pending.newEmail),
+    });
+    if (conflict && conflict.id !== pending.userId) {
+      throw new ValidationError('That email is already in use by another account');
+    }
+
+    await db
+      .update(user)
+      .set({ email: pending.newEmail, emailVerified: true, updatedAt: new Date() })
+      .where(eq(user.id, pending.userId));
+
+    await db
+      .update(userEmailChanges)
+      .set({ appliedAt: new Date() })
+      .where(eq(userEmailChanges.id, pending.id));
+
+    void createAuditLog({
+      userId: pending.userId,
+      portId: null,
+      action: 'update',
+      entityType: 'user',
+      entityId: pending.userId,
+      oldValue: { email: pending.oldEmail },
+      newValue: { email: pending.newEmail },
+      metadata: { type: 'email_change_confirmed', changeId: pending.id },
+    });
+
+    const baseUrl = env.APP_URL.replace(/\/+$/, '');
+    return NextResponse.redirect(`${baseUrl}/settings?emailChange=confirmed`);
+  } catch (error) {
+    return errorResponse(error);
+  }
+}
--- a/src/app/api/v1/me/email/route.ts
+++ b/src/app/api/v1/me/email/route.ts
@@ -0,0 +1,134 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+import { eq } from 'drizzle-orm';
+import crypto from 'node:crypto';
+
+import { withAuth } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { db } from '@/lib/db';
+import { user, userEmailChanges } from '@/lib/db/schema/users';
+import { createAuditLog } from '@/lib/audit';
+import { ConflictError, errorResponse, ValidationError } from '@/lib/errors';
+import { env } from '@/lib/env';
+
+const updateEmailSchema = z.object({
+  email: z.string().email().toLowerCase(),
+});
+
+const VERIFY_TOKEN_TTL_MINUTES = 60;
+const REQUIRES_VERIFICATION = process.env.EMAIL_CHANGE_INSTANT !== 'true';
+
+/**
+ * Initiate an email-change for the signed-in user.
+ *
+ * Production flow (REQUIRES_VERIFICATION=true, default):
+ *   1. Create a user_email_changes row with sha256(token)
+ *   2. Email OLD address with a cancel link
+ *   3. Email NEW address with a confirm link
+ *   4. Change applies only when /api/v1/me/email/confirm/<token> is called
+ *
+ * Dev shortcut (set EMAIL_CHANGE_INSTANT=true):
+ *   - Updates user.email immediately, skipping the email round-trip.
+ *   - Useful for local testing where SMTP isn't wired.
+ */
+export const PATCH = withAuth(async (req, ctx) => {
+  try {
+    const { email } = await parseBody(req, updateEmailSchema);
+    if (email === ctx.user.email) {
+      return NextResponse.json({ ok: true, unchanged: true });
+    }
+
+    // Reject if another account already owns this address.
+    const conflict = await db.query.user.findFirst({ where: eq(user.email, email) });
+    if (conflict && conflict.id !== ctx.userId) {
+      throw new ConflictError('That email is already in use by another account');
+    }
+
+    if (!REQUIRES_VERIFICATION) {
+      // Instant change — dev only.
+      const [updated] = await db
+        .update(user)
+        .set({ email, emailVerified: false, updatedAt: new Date() })
+        .where(eq(user.id, ctx.userId))
+        .returning({ email: user.email });
+      if (!updated) throw new ValidationError('Failed to update email');
+      void createAuditLog({
+        userId: ctx.userId,
+        portId: ctx.portId || null,
+        action: 'update',
+        entityType: 'user',
+        entityId: ctx.userId,
+        oldValue: { email: ctx.user.email },
+        newValue: { email: updated.email },
+        metadata: { type: 'email_change_instant' },
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ data: { email: updated.email, instant: true } });
+    }
+
+    // Verification flow — generate a single-use token, hash it, persist.
+    const rawToken = crypto.randomBytes(32).toString('base64url');
+    const tokenHash = crypto.createHash('sha256').update(rawToken).digest('hex');
+    const expiresAt = new Date(Date.now() + VERIFY_TOKEN_TTL_MINUTES * 60 * 1000);
+
+    const [pending] = await db
+      .insert(userEmailChanges)
+      .values({
+        userId: ctx.userId,
+        oldEmail: ctx.user.email,
+        newEmail: email,
+        confirmTokenHash: tokenHash,
+        expiresAt,
+      })
+      .returning();
+    if (!pending) throw new ValidationError('Failed to create pending email-change row');
+
+    const baseUrl = env.APP_URL.replace(/\/+$/, '');
+    const confirmUrl = `${baseUrl}/api/v1/me/email/confirm/${rawToken}`;
+    const cancelUrl = `${baseUrl}/api/v1/me/email/cancel/${rawToken}`;
+
+    try {
+      const { sendEmail } = await import('@/lib/email');
+      await Promise.allSettled([
+        sendEmail(
+          email,
+          'Confirm your new Port Nimara CRM email address',
+          `<p>Hi,</p><p>You (or someone using your account) requested to change the sign-in email on your Port Nimara CRM account from <strong>${ctx.user.email}</strong> to <strong>${email}</strong>.</p><p><a href="${confirmUrl}">Click here to confirm this change</a> — the link expires in ${VERIFY_TOKEN_TTL_MINUTES} minutes.</p><p>If you didn't request this, ignore this email.</p>`,
+          undefined,
+          `Confirm new email: ${confirmUrl}`,
+        ),
+        sendEmail(
+          ctx.user.email,
+          'A change to your Port Nimara CRM email was requested',
+          `<p>Hi,</p><p>A change to your sign-in email was requested. If this wasn't you, <a href="${cancelUrl}">click here to cancel the change</a> immediately and consider rotating your password.</p>`,
+          undefined,
+          `Cancel email change: ${cancelUrl}`,
+        ),
+      ]);
+    } catch {
+      // Email send is best-effort; the row stays so the user can re-request.
+    }
+
+    void createAuditLog({
+      userId: ctx.userId,
+      portId: ctx.portId || null,
+      action: 'create',
+      entityType: 'user_email_change',
+      entityId: pending.id,
+      newValue: { newEmail: email },
+      metadata: { type: 'email_change_requested' },
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+
+    return NextResponse.json({
+      data: {
+        pendingChangeId: pending.id,
+        verificationSentTo: email,
+      },
+    });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
--- a/src/app/api/v1/me/password-reset/route.ts
+++ b/src/app/api/v1/me/password-reset/route.ts
@@ -0,0 +1,30 @@
+import { NextResponse } from 'next/server';
+
+import { auth } from '@/lib/auth';
+import { withAuth } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+
+/**
+ * Self-service password reset for the signed-in CRM user. Calls
+ * better-auth's forgetPassword API server-side, which generates a
+ * one-time reset token and dispatches the email via the
+ * `sendResetPassword` callback configured in src/lib/auth/index.ts.
+ *
+ * The email always goes to the user's CURRENT account email — no way
+ * to redirect to a different inbox here, so the endpoint is safe even
+ * if a session is hijacked (the attacker can't move the reset email
+ * to themselves).
+ */
+export const POST = withAuth(async (_req, ctx) => {
+  try {
+    await auth.api.requestPasswordReset({
+      body: {
+        email: ctx.user.email,
+        redirectTo: '/reset-password',
+      },
+    });
+    return NextResponse.json({ ok: true });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});
--- a/src/app/api/v1/residential/assignable-users/route.ts
+++ b/src/app/api/v1/residential/assignable-users/route.ts
@@ -0,0 +1,49 @@
+import { NextResponse } from 'next/server';
+import { and, eq, or, sql } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { roles, user, userPortRoles } from '@/lib/db/schema/users';
+import { errorResponse } from '@/lib/errors';
+
+/**
+ * Returns the set of users in the current port who can be assigned a
+ * residential interest. A user qualifies when ANY of their port-role
+ * grants either:
+ *   - role.permissions.residential_interests.view = true, OR
+ *   - role.permissions.residential_clients.view = true, OR
+ *   - the per-user `residentialAccess` toggle is set on this port
+ *
+ * Used by the residential-interest detail page's "Assigned to" picker.
+ * Returns minimal `{ id, name, email }` rows so the dropdown stays
+ * fast and the JSON payload doesn't leak more than the picker needs.
+ */
+export const GET = withAuth(
+  withPermission('residential_interests', 'view', async (_req, ctx) => {
+    try {
+      const rows = await db
+        .selectDistinct({
+          id: user.id,
+          name: user.name,
+          email: user.email,
+        })
+        .from(userPortRoles)
+        .innerJoin(roles, eq(roles.id, userPortRoles.roleId))
+        .innerJoin(user, eq(user.id, userPortRoles.userId))
+        .where(
+          and(
+            eq(userPortRoles.portId, ctx.portId),
+            or(
+              eq(userPortRoles.residentialAccess, true),
+              sql`${roles.permissions}->'residential_interests'->>'view' = 'true'`,
+              sql`${roles.permissions}->'residential_clients'->>'view' = 'true'`,
+            )!,
+          ),
+        )
+        .orderBy(user.name);
+      return NextResponse.json({ data: rows });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/clients/[id]/activity/route.ts
+++ b/src/app/api/v1/residential/clients/[id]/activity/route.ts
@@ -0,0 +1,31 @@
+import { NextResponse } from 'next/server';
+import { eq, and } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { residentialClients } from '@/lib/db/schema/residential';
+import { loadEntityActivity } from '@/lib/services/entity-activity.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const GET = withAuth(
+  withPermission('residential_clients', 'view', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('residential client');
+      const exists = await db
+        .select({ id: residentialClients.id })
+        .from(residentialClients)
+        .where(and(eq(residentialClients.id, id), eq(residentialClients.portId, ctx.portId)))
+        .limit(1);
+      if (exists.length === 0) throw new NotFoundError('residential client');
+      const data = await loadEntityActivity({
+        portId: ctx.portId,
+        entityType: 'residential_client',
+        entityId: id,
+      });
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/clients/[id]/notes/[noteId]/route.ts
+++ b/src/app/api/v1/residential/clients/[id]/notes/[noteId]/route.ts
@@ -0,0 +1,36 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { updateNoteSchema } from '@/lib/validators/notes';
+import * as notesService from '@/lib/services/notes.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const PATCH = withAuth(
+  withPermission('residential_clients', 'edit', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      const noteId = params.noteId;
+      if (!id || !noteId) throw new NotFoundError('Residential client note');
+      const body = await parseBody(req, updateNoteSchema);
+      const note = await notesService.update(ctx.portId, 'residential_clients', id, noteId, body);
+      return NextResponse.json({ data: note });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const DELETE = withAuth(
+  withPermission('residential_clients', 'edit', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      const noteId = params.noteId;
+      if (!id || !noteId) throw new NotFoundError('Residential client note');
+      await notesService.deleteNote(ctx.portId, 'residential_clients', id, noteId);
+      return NextResponse.json({ ok: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/clients/[id]/notes/route.ts
+++ b/src/app/api/v1/residential/clients/[id]/notes/route.ts
@@ -0,0 +1,40 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { createNoteSchema } from '@/lib/validators/notes';
+import * as notesService from '@/lib/services/notes.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const GET = withAuth(
+  withPermission('residential_clients', 'view', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('Residential client');
+      const notes = await notesService.listForEntity(ctx.portId, 'residential_clients', id);
+      return NextResponse.json({ data: notes });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const POST = withAuth(
+  withPermission('residential_clients', 'edit', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('Residential client');
+      const body = await parseBody(req, createNoteSchema);
+      const note = await notesService.create(
+        ctx.portId,
+        'residential_clients',
+        id,
+        ctx.userId,
+        body,
+      );
+      return NextResponse.json({ data: note }, { status: 201 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/interests/[id]/activity/route.ts
+++ b/src/app/api/v1/residential/interests/[id]/activity/route.ts
@@ -0,0 +1,31 @@
+import { NextResponse } from 'next/server';
+import { eq, and } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { residentialInterests } from '@/lib/db/schema/residential';
+import { loadEntityActivity } from '@/lib/services/entity-activity.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const GET = withAuth(
+  withPermission('residential_interests', 'view', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('residential interest');
+      const exists = await db
+        .select({ id: residentialInterests.id })
+        .from(residentialInterests)
+        .where(and(eq(residentialInterests.id, id), eq(residentialInterests.portId, ctx.portId)))
+        .limit(1);
+      if (exists.length === 0) throw new NotFoundError('residential interest');
+      const data = await loadEntityActivity({
+        portId: ctx.portId,
+        entityType: 'residential_interest',
+        entityId: id,
+      });
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/interests/[id]/notes/[noteId]/route.ts
+++ b/src/app/api/v1/residential/interests/[id]/notes/[noteId]/route.ts
@@ -0,0 +1,36 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { updateNoteSchema } from '@/lib/validators/notes';
+import * as notesService from '@/lib/services/notes.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const PATCH = withAuth(
+  withPermission('residential_interests', 'edit', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      const noteId = params.noteId;
+      if (!id || !noteId) throw new NotFoundError('Residential interest note');
+      const body = await parseBody(req, updateNoteSchema);
+      const note = await notesService.update(ctx.portId, 'residential_interests', id, noteId, body);
+      return NextResponse.json({ data: note });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const DELETE = withAuth(
+  withPermission('residential_interests', 'edit', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      const noteId = params.noteId;
+      if (!id || !noteId) throw new NotFoundError('Residential interest note');
+      await notesService.deleteNote(ctx.portId, 'residential_interests', id, noteId);
+      return NextResponse.json({ ok: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/interests/[id]/notes/route.ts
+++ b/src/app/api/v1/residential/interests/[id]/notes/route.ts
@@ -0,0 +1,40 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { createNoteSchema } from '@/lib/validators/notes';
+import * as notesService from '@/lib/services/notes.service';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+
+export const GET = withAuth(
+  withPermission('residential_interests', 'view', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('Residential interest');
+      const notes = await notesService.listForEntity(ctx.portId, 'residential_interests', id);
+      return NextResponse.json({ data: notes });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const POST = withAuth(
+  withPermission('residential_interests', 'edit', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new NotFoundError('Residential interest');
+      const body = await parseBody(req, createNoteSchema);
+      const note = await notesService.create(
+        ctx.portId,
+        'residential_interests',
+        id,
+        ctx.userId,
+        body,
+      );
+      return NextResponse.json({ data: note }, { status: 201 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/api/v1/residential/stages/route.ts
+++ b/src/app/api/v1/residential/stages/route.ts
@@ -0,0 +1,68 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import {
+  findOrphanInterests,
+  listStages,
+  saveStages,
+  type ResidentialStage,
+} from '@/lib/services/residential-stages.service';
+import { errorResponse } from '@/lib/errors';
+
+export const GET = withAuth(
+  withPermission('residential_interests', 'view', async (_req, ctx) => {
+    try {
+      const stages = await listStages(ctx.portId);
+      const orphans = await findOrphanInterests(
+        ctx.portId,
+        stages.map((s) => s.id),
+      );
+      return NextResponse.json({ data: { stages, orphans } });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+const stageSchema: z.ZodType<ResidentialStage> = z.object({
+  id: z
+    .string()
+    .min(1)
+    .max(50)
+    .regex(/^[a-z0-9_]+$/, 'lowercase letters, digits, underscore only'),
+  label: z.string().min(1).max(80),
+  terminal: z.enum(['won', 'lost']).nullable(),
+});
+
+const putSchema = z.object({
+  stages: z.array(stageSchema).min(1),
+  reassignments: z.record(z.string(), z.string()).optional(),
+  force: z.boolean().optional(),
+});
+
+export const PUT = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const body = await parseBody(req, putSchema);
+      await saveStages(
+        {
+          portId: ctx.portId,
+          stages: body.stages,
+          reassignments: body.reassignments,
+          force: body.force,
+        },
+        {
+          userId: ctx.userId,
+          portId: ctx.portId,
+          ipAddress: ctx.ipAddress,
+          userAgent: ctx.userAgent,
+        },
+      );
+      return NextResponse.json({ ok: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
--- a/src/app/globals.css
+++ b/src/app/globals.css
@@ -104,10 +104,19 @@
    );
  }

-  /* Focus ring */
-  *:focus-visible {
-    @apply outline-none ring-2 ring-ring ring-offset-2;
-  }
+  /*
+   * No global focus ring. shadcn components opt in individually
+   * (Button uses `focus-visible:ring-1`, DropdownMenuItem uses
+   * `focus:bg-accent`, etc.) — that gives us a quiet, per-component
+   * indicator without the chunky `ring-2 + ring-offset-2` artifact
+   * the global rule was creating on every rounded element.
+   *
+   * Components that need a custom focus indicator (e.g. the global
+   * search bar's wrapper-border swap) provide their own. Bare
+   * focusable elements without explicit styles fall back to the
+   * browser's native focus indicator, which keeps keyboard navigation
+   * accessible without painting blue rings everywhere.
+   */

  /* Scrollbar styling */
  ::-webkit-scrollbar {