feat(uat-polish): live-UAT round — dialog widths, recommender polish, inline create, tenancy + notes plumbing

Compendium of polish + small-fix work captured during the 2026-05-26
live UAT session. Every change has a corresponding entry in
docs/superpowers/audits/active-uat.md with file:line evidence + root
cause + alternatives considered.

Dialog primitive width
- DialogContent default bumped from sm:max-w-lg (512px) to
  sm:max-w-xl + lg:max-w-3xl so every consumer gets a sane desktop
  default. Confirm dialogs override DOWN, content-heavy dialogs
  override UP.
- FilePreviewDialog full-viewport via w-[min(95vw,1400px)] +
  h-[85vh] so PDFs render at usable width on real desktops.

Recommender card
- Heat badge now a Popover with the score (X/100), the formula in
  plain English, the four component breakdowns (recency / furthest
  stage / interest count / EOI count), and a pointer to the admin
  weight tuning page.
- Area letter span dropped from the card header - mooring number
  already prefixes it.
- BerthRecommenderPanel + the dedicated "Berth Recommendations" tab
  both hidden when interest.desiredLengthFt is null. The empty
  guidance card was reading as noise. interest-tabs.tsx computes
  hasDesiredDims once and gates the inline mount + tab strip
  spread off it.

BerthPicker
- Drop area suffix from row labels. Mooring number already carries
  the area letter prefix; group heading conveys the same context.
  Same fix flows to every BerthPicker consumer (tenancy
  create/renew/transfer, interest form, linked-berths picker).

CreateDocumentWizard
- DOCUMENT_TYPE_LABELS constant added to constants.ts. Wizard reads
  from the map instead of naive replace(/_/g, ' '): "EOI",
  "Contract", "NDA", "Reservation Agreement", "Other".
- "Other" option surfaces a hint pointing the rep at the Title
  field so they describe what the doc actually is.

InterestForm inline client + yacht create
- ClientForm gains an onCreated(clientId) callback. Mutation
  returns { id } in create mode so onSuccess can forward.
- InterestForm renders an "Add new" Button next to the Client label
  (create mode only - hidden on edit), opens ClientForm, auto-
  selects the new client into the draft. Mirrors the existing
  inline yacht-create pattern.
- Reset path includes source: 'manual' alongside the other create-
  mode defaults; the manual flow was dropping back to a blank
  source dropdown on reopen.

Tenancy list
- ClientTenanciesTab activeTenancies query now includes status
  IN ('pending', 'active'). Was filtering to active-only; pending
  rows from manual create + webhook auto-create were invisible on
  the client detail's Tenancies tab.
- TenancyList rows are now keyboard- and click-navigable to the
  tenancy detail page (Enter/Space included). Inner links + buttons
  stop propagation so per-cell navigation works.

NotesList source badge
- Aggregated-mode source badge ("Yacht / Test Yacht") is now a Link
  to the source entity's detail page. New sourceLinkFor helper
  centralises the URL mapping across clients/companies/yachts/
  interests + residential variants.

Yacht transfer audit log
- transferOwnership emits a distinct 'transfer' AuditAction (added
  to AuditAction union in src/lib/audit.ts) with old/new owner
  names resolved at write time. EntityActivityFeed renders
  "Matt transferred owner to Jane Smith" instead of "Matt updated
  this record." formatValueForField unwraps the { name } shape so
  the audit_logs Record<string, unknown> typing stays clean.
- yacht-transfer-dialog copy: dropped "atomic" jargon. Reads "The
  change is logged in the audit history" instead.

Companies autocomplete
- /api/v1/companies/autocomplete now returns the 10 most-recently-
  updated companies when the query string is empty. Was returning
  []. CompanyPicker popover opens with results to scan instead of a
  blank dropdown.

DocumentsHub FlatFolderListing
- Uploaded files (the files table) now merge into the documents
  table view via a parallel /api/v1/files?folderId=X query +
  client-side merge into a unified row list. listFiles service
  honours the folderId filter that was already accepted by the
  validator. New renderFileRow renders file rows with an "Uploaded
  file" type pill + "Stored" status pill, links the filename to
  the download URL. Existing FolderDropZone invalidation covers
  the new query, so drag-drop and New-document-menu uploads
  refresh the list without a page reload.
- FlatFolderListing wrapped in a vertically-spaced container so
  subfolders / search row / list have consistent gap.
- Per-row chevron only renders when totalSigners > 0; empty
  placeholder column kept so grid alignment doesn't jump.

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

src/components/clients/client-form.tsx

@@ -44,6 +44,11 @@ interface ClientFormProps {
    *  or opening the create-interest dialog pre-filled with that
    *  clientId. Skipped in edit mode. */
   onUseExistingClient?: (clientId: string) => void;
+  /** Optional callback fired with the newly-created client's id after a
+   *  successful create. Lets a parent flow (e.g. the new-interest drawer)
+   *  chain a "use the client I just created" follow-up without making the
+   *  rep re-select. Not called in edit mode. */
+  onCreated?: (clientId: string) => void;
   /** Optional initial values for the create flow - used by the
    *  inquiry-inbox "Convert to client" triage step (P-4.5) so the rep
    *  doesn't retype values they just read in the inbox. The
@@ -84,6 +89,7 @@ export function ClientForm({
   onOpenChange,
   client,
   onUseExistingClient,
+  onCreated,
   prefill,
 }: ClientFormProps) {
   const queryClient = useQueryClient();
@@ -253,6 +259,7 @@ export function ClientForm({
             body: { tagIds: tIds },
           });
         }
+        return null;
       } else {
         const res = await apiFetch<{ data: { id: string } }>('/api/v1/clients', {
           method: 'POST',
@@ -287,13 +294,19 @@ export function ClientForm({
             );
           }
         }
+        return { id: res.data.id };
       }
     },
-    onSuccess: () => {
+    onSuccess: (result) => {
       queryClient.invalidateQueries({ queryKey: ['clients'] });
       // M-U10: confirm the write landed. Without this the rep closes
       // the sheet not sure whether the create/edit actually saved.
       toast.success(isEdit ? 'Client updated' : 'Client created');
+      // Parent flow gets a chance to chain off the new id (e.g. the
+      // new-interest drawer auto-selects the freshly-created client).
+      if (result && 'id' in result && result.id && onCreated) {
+        onCreated(result.id);
+      }
       onOpenChange(false);
     },
   });