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/interests/interest-tabs.tsx

@@ -709,6 +709,10 @@ function OverviewTab({
 }) {
   const params = useParams<{ portSlug: string }>();
   const portSlug = params?.portSlug ?? '';
+  // Same gate the parent uses to skip the dedicated Berth Recommendations
+  // tab — without desired length the recommender has no ranking signal,
+  // so the empty-state guidance card was reading as Overview noise.
+  const hasDesiredDims = toNum(interest.desiredLengthFt) !== null;
   // QueryClient lifted to the top of the tab so the inline-edit email +
   // Lift the EOI generate dialog into the Overview so the milestone card
   // can launch it inline - same dialog the dedicated EOI tab uses, so the
@@ -1464,17 +1468,20 @@ function OverviewTab({
 
         <LinkedBerthsList interestId={interestId} />
 
-        {/* Berth recommender (plan §5.3) - always-mounted card driven by the
-          interest's desired dimensions. Renders an inline guidance message
-          when dimensions aren't set yet. */}
-        <BerthRecommenderPanel
-          interestId={interestId}
-          desiredLengthFt={toNum(interest.desiredLengthFt)}
-          desiredWidthFt={toNum(interest.desiredWidthFt)}
-          desiredDraftFt={toNum(interest.desiredDraftFt)}
-          desiredUnit={interest.desiredLengthUnit === 'm' ? 'm' : 'ft'}
-          linkedBerthCount={interest.linkedBerthCount ?? 0}
-        />
+        {/* Berth recommender (plan §5.3) — surfaces only when the rep has
+          captured at least desired length. Without dimensions the panel's
+          guidance card is noise on Overview; the dedicated tab is also
+          hidden in the same condition below. */}
+        {hasDesiredDims ? (
+          <BerthRecommenderPanel
+            interestId={interestId}
+            desiredLengthFt={toNum(interest.desiredLengthFt)}
+            desiredWidthFt={toNum(interest.desiredWidthFt)}
+            desiredDraftFt={toNum(interest.desiredDraftFt)}
+            desiredUnit={interest.desiredLengthUnit === 'm' ? 'm' : 'ft'}
+            linkedBerthCount={interest.linkedBerthCount ?? 0}
+          />
+        ) : null}
         {confirmDialog}
         {/* Mounted at the Overview level so the EOI milestone's "Generate EOI"
           footer button can launch the dialog without leaving the tab. Same
@@ -1517,6 +1524,14 @@ export function getInterestTabs({
   // Contract: from deposit_paid onward (deal is committed and the contract
   // becomes the next active document).
   const showContractTab = stageIdx >= depositIdx && stageIdx <= contractIdx;
+  // Berth recommendations: surface ONLY when the rep has captured at
+  // least one desired dimension on the interest. Without dimensions the
+  // recommender has no signal to rank against — it would render the
+  // empty "set desired dimensions" guidance card, which the user flagged
+  // as noise on the Overview tab AND as a wasted tab in the strip.
+  // Hide both surfaces when length is missing (length is the primary
+  // ranking input; width / draft fall back to length when null).
+  const hasDesiredDims = toNum(interest.desiredLengthFt) !== null;
 
   const tabs: DetailTab[] = [
     {
@@ -1573,19 +1588,23 @@ export function getInterestTabs({
       label: 'Documents',
       content: <InterestDocumentsTab interestId={interestId} />,
     },
-    {
-      id: 'recommendations',
-      label: 'Berth Recommendations',
-      content: (
-        <BerthRecommenderPanel
-          interestId={interestId}
-          desiredLengthFt={toNum(interest.desiredLengthFt)}
-          desiredWidthFt={toNum(interest.desiredWidthFt)}
-          desiredDraftFt={toNum(interest.desiredDraftFt)}
-          desiredUnit={interest.desiredLengthUnit === 'm' ? 'm' : 'ft'}
-        />
-      ),
-    },
+    ...(hasDesiredDims
+      ? [
+          {
+            id: 'recommendations',
+            label: 'Berth Recommendations',
+            content: (
+              <BerthRecommenderPanel
+                interestId={interestId}
+                desiredLengthFt={toNum(interest.desiredLengthFt)}
+                desiredWidthFt={toNum(interest.desiredWidthFt)}
+                desiredDraftFt={toNum(interest.desiredDraftFt)}
+                desiredUnit={interest.desiredLengthUnit === 'm' ? 'm' : 'ft'}
+              />
+            ),
+          } satisfies DetailTab,
+        ]
+      : []),
     {
       id: 'activity',
       label: 'Activity',