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/lib/services/port-config.ts

@@ -42,6 +42,41 @@ export const SETTING_KEYS = {
   // timing-safe comparison.
   documensoWebhookSecret: 'documenso_webhook_secret',
   eoiDefaultPathway: 'eoi_default_pathway',
+  // Identity of the developer + approver that the template's static
+  // recipient slots get filled with. Old system hardcoded these
+  // (David Mizrahi, Abbie May @ portnimara.com) but multi-port deploys
+  // need per-port values. Falls back to env or "" if neither set.
+  documensoDeveloperName: 'documenso_developer_name',
+  documensoDeveloperEmail: 'documenso_developer_email',
+  documensoApproverName: 'documenso_approver_name',
+  documensoApproverEmail: 'documenso_approver_email',
+  // Optional CRM-user binding for the developer + approver slots.
+  // When set, the per-port admin UI shows "Linked to <user>" and
+  // the webhook handler can match the Documenso developer signer
+  // against this user's email for in-CRM signing-status updates.
+  // Plan Phase 7 (Project Director RBAC). Stored as the user.id.
+  documensoDeveloperUserId: 'documenso_developer_user_id',
+  documensoApproverUserId: 'documenso_approver_user_id',
+  // Display labels for the developer + approver slots, used in
+  // email subjects + signer-progress UI ("Your Project Director,
+  // Marie, has signed…"). Defaults to "Developer" / "Approver".
+  documensoDeveloperLabel: 'documenso_developer_label',
+  documensoApproverLabel: 'documenso_approver_label',
+  // Sending behavior for the initial "please sign" invitation email
+  // after a document is generated. 'auto' = our branded email goes
+  // out immediately; 'manual' = doc generated, signing URL shown in
+  // UI, rep clicks a Send button to dispatch. Per-port so different
+  // ports can default to different rep workflows.
+  eoiSendMode: 'eoi_send_mode',
+  // Public-facing host where embedded signing pages live. Used to
+  // transform raw Documenso signing URLs into branded
+  // {host}/sign/<type>/<token> URLs that go in our outbound emails.
+  // Falls back to APP_URL when unset.
+  embeddedSigningHost: 'embedded_signing_host',
+  // Documenso template IDs for contract / reservation if the port
+  // uses templates rather than per-deal uploads. Optional.
+  documensoContractTemplateId: 'documenso_contract_template_id',
+  documensoReservationTemplateId: 'documenso_reservation_template_id',
 
   // Branding
   brandingLogoUrl: 'branding_logo_url',
@@ -142,6 +177,7 @@ export async function getPortEmailConfig(portId: string): Promise<PortEmailConfi
 
 export type EoiPathway = 'documenso-template' | 'inapp';
 export type DocumensoApiVersion = 'v1' | 'v2';
+export type EoiSendMode = 'auto' | 'manual';
 
 export interface PortDocumensoConfig {
   apiUrl: string;
@@ -153,6 +189,39 @@ export interface PortDocumensoConfig {
   clientRecipientId: number;
   developerRecipientId: number;
   approvalRecipientId: number;
+  /** Static developer + approver identity per port (was hardcoded in old system). */
+  developerName: string;
+  developerEmail: string;
+  approverName: string;
+  approverEmail: string;
+  /**
+   * Auto = system sends our branded "please sign" email immediately
+   * after generation. Manual = generates only; rep clicks a separate
+   * Send button. Defaults to 'manual' to match the old system's
+   * behavior (which also doesn't auto-send).
+   */
+  sendMode: EoiSendMode;
+  /**
+   * Host that wraps Documenso signing URLs into branded embed URLs.
+   * Outbound emails point here for the actual sign UI. e.g.
+   * `https://portnimara.com` makes sign URLs look like
+   * `https://portnimara.com/sign/<type>/<token>`.
+   */
+  embeddedSigningHost: string | null;
+  /** Optional template IDs for contract / reservation. null = use
+   *  upload-and-place-fields per deal instead of templates. */
+  contractTemplateId: number | null;
+  reservationTemplateId: number | null;
+  /** Per-port display labels for the developer + approver slots — drive
+   *  email subjects and signer-progress UI copy. */
+  developerLabel: string;
+  approverLabel: string;
+  /** Optional CRM-user binding for the developer / approver slots.
+   *  When set, the per-port admin UI auto-fills name/email from the
+   *  user's profile and the webhook handler matches against this
+   *  user's email for in-CRM signing-status updates. */
+  developerUserId: string | null;
+  approverUserId: string | null;
 }
 
 function toIntOrNull(raw: unknown): number | null {
@@ -174,6 +243,18 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     developerRecipientId,
     approvalRecipientId,
     defaultPathway,
+    developerName,
+    developerEmail,
+    approverName,
+    approverEmail,
+    sendMode,
+    embeddedSigningHost,
+    contractTemplateId,
+    reservationTemplateId,
+    developerLabel,
+    approverLabel,
+    developerUserId,
+    approverUserId,
   ] = await Promise.all([
     readSetting<string>(SETTING_KEYS.documensoApiUrlOverride, portId),
     readSetting<string>(SETTING_KEYS.documensoApiKeyOverride, portId),
@@ -183,6 +264,18 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     readSetting<string | number>(SETTING_KEYS.documensoDeveloperRecipientId, portId),
     readSetting<string | number>(SETTING_KEYS.documensoApprovalRecipientId, portId),
     readSetting<EoiPathway>(SETTING_KEYS.eoiDefaultPathway, portId),
+    readSetting<string>(SETTING_KEYS.documensoDeveloperName, portId),
+    readSetting<string>(SETTING_KEYS.documensoDeveloperEmail, portId),
+    readSetting<string>(SETTING_KEYS.documensoApproverName, portId),
+    readSetting<string>(SETTING_KEYS.documensoApproverEmail, portId),
+    readSetting<EoiSendMode>(SETTING_KEYS.eoiSendMode, portId),
+    readSetting<string>(SETTING_KEYS.embeddedSigningHost, portId),
+    readSetting<string | number>(SETTING_KEYS.documensoContractTemplateId, portId),
+    readSetting<string | number>(SETTING_KEYS.documensoReservationTemplateId, portId),
+    readSetting<string>(SETTING_KEYS.documensoDeveloperLabel, portId),
+    readSetting<string>(SETTING_KEYS.documensoApproverLabel, portId),
+    readSetting<string>(SETTING_KEYS.documensoDeveloperUserId, portId),
+    readSetting<string>(SETTING_KEYS.documensoApproverUserId, portId),
   ]);
 
   return {
@@ -194,6 +287,18 @@ export async function getPortDocumensoConfig(portId: string): Promise<PortDocume
     developerRecipientId: toIntOrNull(developerRecipientId) ?? env.DOCUMENSO_DEVELOPER_RECIPIENT_ID,
     approvalRecipientId: toIntOrNull(approvalRecipientId) ?? env.DOCUMENSO_APPROVAL_RECIPIENT_ID,
     defaultPathway: defaultPathway ?? 'documenso-template',
+    developerName: developerName ?? '',
+    developerEmail: developerEmail ?? '',
+    approverName: approverName ?? '',
+    approverEmail: approverEmail ?? '',
+    sendMode: sendMode ?? 'manual',
+    embeddedSigningHost: embeddedSigningHost ?? null,
+    contractTemplateId: toIntOrNull(contractTemplateId),
+    reservationTemplateId: toIntOrNull(reservationTemplateId),
+    developerLabel: developerLabel ?? 'Developer',
+    approverLabel: approverLabel ?? 'Approver',
+    developerUserId: developerUserId ?? null,
+    approverUserId: approverUserId ?? null,
   };
 }