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>

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);

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);
+    }
+  }),
+);