feat(post-audit): Phase 1.3 + 1.4 + Phase 2 signals + pulse admin

Phase 1.3 — signing-invitation role copy
- Order-agnostic phrasing (was assuming client→developer→approver order;
  ports configure any sequence so the "client has already signed"
  assumption was brittle).
- Explicit developer-role branch + safe default for unknown roles.

Phase 1.4 — supplemental form per-port URL
- New supplemental_form_url registry entry (email.from section).
- Threaded through getPortEmailConfig → PortEmailConfig.supplementalFormUrl.
- /api/v1/interests/[id]/supplemental-info-request resolves the link
  via per-port URL when set, falls back to /public/supplemental-info/<token>
  CRM route when blank.

Phase 2 — deal-pulse signal expansion + admin config
- Compute function gains:
  - +5 eoi_sent_recent (≤14d) — was previously invisible
  - +15 deposit_received — strongest near-commit signal
  - +10 contract_signed — closed-loop reinforcement until outcome flips
  - -25 document_declined — strongest cooling signal
  - -20 reservation_cancelled — booked-then-cancelled warning
  - -30 berth_sold_to_other — primary berth lost to another deal
- Each signal honours optional per-port `signal_<id>_enabled` toggle.
- Registry adds master toggle (pulse_enabled), per-signal toggles, and
  per-port label overrides (Hot/Warm/Cold rename).
- New /admin/pulse page mounted via RegistryDrivenForm.
- AdminSectionsBrowser entry under Configuration.

Data-wiring for the 3 risk signals (declined/cancelled/sold-to-other)
needs follow-up: requires either schema timestamps on interests or
derivation from event tables. Master plan §B captures the gap.

Tests: 1374/1374 passing. tsc clean.

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

src/app/(dashboard)/[portSlug]/admin/pulse/page.tsx

@@ -0,0 +1,51 @@
+import Link from 'next/link';
+import { Activity } from 'lucide-react';
+
+import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
+import { PageHeader } from '@/components/shared/page-header';
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+
+export default function PulseAdminPage() {
+  return (
+    <div className="space-y-6">
+      <PageHeader
+        title="Deal Pulse"
+        description="Tune the chip that scores every interest's health. Toggle the chip off entirely, disable individual signals you don't want surfaced, or rename the tier labels per your sales vocabulary."
+      />
+
+      <Card>
+        <CardHeader>
+          <CardTitle className="flex items-center gap-2 text-base">
+            <Activity className="h-4 w-4" aria-hidden="true" />
+            How the pulse chip works
+          </CardTitle>
+        </CardHeader>
+        <CardContent className="space-y-3 text-sm">
+          <p className="text-muted-foreground">
+            Every interest row carries a small coloured chip in the detail header. It scores the
+            deal from 0–100 using rule-based signals (no AI). Click the chip on any interest to see
+            the per-signal breakdown — every +N or -N traces back to a dated event on the deal.
+          </p>
+          <p className="text-muted-foreground">
+            Positive signals (recent EOI sent, deposit received, contract signed) push the score up.
+            Risk signals (declined documents, cancelled reservations, berth resold elsewhere) push
+            it down. Stale-contact and stage-stuck signals weigh both directions automatically.
+          </p>
+          <p className="text-muted-foreground">
+            See the full guide at{' '}
+            <Link href="/docs/deal-pulse" className="underline">
+              /docs/deal-pulse
+            </Link>
+            .
+          </p>
+        </CardContent>
+      </Card>
+
+      <RegistryDrivenForm
+        title="Pulse chip behaviour"
+        description="Master toggle, per-signal toggles, and per-port label overrides. Defaults: chip visible, all signals on, built-in tier names ('Hot' / 'Warm' / 'Cold')."
+        sections={['pulse']}
+      />
+    </div>
+  );
+}

src/app/api/v1/interests/[id]/supplemental-info-request/route.ts

@@ -5,6 +5,7 @@ import { errorResponse } from '@/lib/errors';
 import { issueToken } from '@/lib/services/supplemental-forms.service';
 import { sendEmail } from '@/lib/email';
 import { env } from '@/lib/env';
+import { getPortEmailConfig } from '@/lib/services/port-config';
 
 /**
  * POST /api/v1/interests/[id]/supplemental-info-request
@@ -22,7 +23,14 @@ export const POST = withAuth(
         issuedBy: ctx.userId,
       });
 
-      const link = `${env.NEXT_PUBLIC_APP_URL}/public/supplemental-info/${result.token}`;
+      // §1.4: prefer the per-port supplemental_form_url (typically the
+      // marketing site's hosted form) when configured; otherwise fall
+      // back to the built-in CRM route. Both modes use the same token
+      // — the marketing site forwards the token to the same backend.
+      const emailCfg = await getPortEmailConfig(ctx.portId);
+      const link = emailCfg.supplementalFormUrl
+        ? `${emailCfg.supplementalFormUrl}?token=${encodeURIComponent(result.token)}`
+        : `${env.NEXT_PUBLIC_APP_URL}/public/supplemental-info/${result.token}`;
 
       if (result.clientEmail) {
         const html = `

src/components/admin/admin-sections-browser.tsx

@@ -126,6 +126,14 @@ const GROUPS: AdminGroup[] = [
         icon: GitBranch,
         keywords: ['pipeline', 'auto-advance', 'stage rules', 'aggressive', 'conservative'],
       },
+      {
+        href: 'pulse',
+        label: 'Deal Pulse',
+        description:
+          'Configure the chip on every interest header — master toggle, per-signal toggles, and tier-label overrides.',
+        icon: Activity,
+        keywords: ['pulse', 'deal-health', 'health chip', 'hot warm cold'],
+      },
       {
         href: 'reminders',
         label: 'Reminders',

src/lib/email/templates/document-signing.tsx

@@ -42,12 +42,19 @@ interface InvitationData {
 
 function InvitationBody({ data, accent }: { data: InvitationData; accent: string }) {
   const greeting = `Dear ${data.recipientName},`;
-  const isClient = (data.signerRole ?? 'client') === 'client';
+  const role = data.signerRole ?? 'client';
-  const leadCopy = isClient
+  // §1.3 audit: role-specific copy stays order-agnostic. The original
-    ? `Your ${data.documentLabel} for ${data.portName} is ready for signing. Click the button below to review and sign — it should only take a couple of minutes.`
+  // copy assumed client→developer→approver order; ports can configure
-    : data.signerRole === 'approver'
+  // any sequence, so generic phrasing is safer than naming the prior
-      ? `An ${data.documentLabel} is awaiting your approval. The earlier signers have completed their parts; please review and sign to finalise the document.`
+  // signer.
-      : `An ${data.documentLabel} is awaiting your signature. The client has already signed; you're the next signer in the chain.`;
+  const leadCopy =
+    role === 'client'
+      ? `Your ${data.documentLabel} for ${data.portName} is ready for signing. Click the button below to review and sign — it should only take a couple of minutes.`
+      : role === 'approver'
+        ? `An ${data.documentLabel} is awaiting your approval. Please review and sign to finalise the document.`
+        : role === 'developer'
+          ? `An ${data.documentLabel} is awaiting your signature as developer. Please review and sign when ready.`
+          : `An ${data.documentLabel} is awaiting your signature. Please review and sign when ready.`;
 
   return (
     <>

src/lib/services/deal-health.ts

@@ -56,6 +56,28 @@ export interface DealHealthInput {
    *  the scoring function pure / synchronous so the chip can render without a
    *  separate fetch on every interest list row. */
   recentActivityCount?: number | null;
+  /** Phase 2 — risk signals captured in deal-pulse-trigger-audit.md.
+   *  Any of these populated → strong negative signal pushed onto the
+   *  chip so reps can triage cooling deals at a glance. All optional;
+   *  callers populate from existing schema (document_events for
+   *  declines, reservations.cancelled_at, interest_berths conflict). */
+  dateDocumentDeclined?: string | Date | null;
+  dateReservationCancelled?: string | Date | null;
+  dateBerthSoldToOther?: string | Date | null;
+  /** Optional per-port config that lets admins disable individual
+   *  signals or rename their tier labels. When omitted, defaults
+   *  apply — current callers stay byte-identical without changes. */
+  config?: DealHealthConfig | null;
+}
+
+export interface DealHealthConfig {
+  enabled?: boolean;
+  signals?: Partial<Record<string, boolean>>;
+  labels?: {
+    hot?: string;
+    warm?: string;
+    cold?: string;
+  };
 }
 
 export interface DealHealthSignal {
@@ -80,10 +102,20 @@ function daysSince(iso: string | Date | null | undefined): number | null {
   return Math.floor((Date.now() - t) / 86_400_000);
 }
 
+function signalEnabled(input: DealHealthInput, signalId: string): boolean {
+  const flag = input.config?.signals?.[signalId];
+  return flag !== false;
+}
+
 export function computeDealHealth(input: DealHealthInput): DealHealth {
   let score = 50;
   const signals: DealHealthSignal[] = [];
 
+  // Master toggle — admin can hide the chip entirely per-port.
+  // Returning the neutral shape keeps callers happy; the chip uses
+  // a separate "visible" prop derived from config.enabled before
+  // calling compute. We still return real data so reports can read it.
+
   // Closed / archived deals don't get a pulse score — UI hides the chip
   // anyway, but compute a neutral score so callers using this in reports
   // don't crash on undefined.
@@ -204,6 +236,83 @@ export function computeDealHealth(input: DealHealthInput): DealHealth {
     });
   }
 
+  // Phase 2 — positive momentum signals.
+  // EOI sent recently: forward motion that the original score didn't
+  // surface (the awaiting penalty only fires after 14d). Brightens the
+  // chip for fresh-EOI deals so reps see progress.
+  const eoiSentDaysPos = daysSince(input.dateEoiSent);
+  if (eoiSentDaysPos !== null && eoiSentDaysPos <= 14 && signalEnabled(input, 'eoi_sent_recent')) {
+    score += 5;
+    signals.push({
+      id: 'eoi_sent_recent',
+      delta: +5,
+      detail: `EOI sent ${eoiSentDaysPos}d ago — awaiting signature.`,
+    });
+  }
+
+  // Deposit received: near-commit signal. Was previously invisible on
+  // the chip even though it's one of the strongest forward signals.
+  const depositDays = daysSince(input.dateDepositReceived);
+  if (depositDays !== null && signalEnabled(input, 'deposit_received')) {
+    score += 15;
+    signals.push({
+      id: 'deposit_received',
+      delta: +15,
+      detail: `Deposit received ${depositDays}d ago.`,
+    });
+  }
+
+  // Contract signed: closed-loop reinforcement. The interest's outcome
+  // flips to 'won' shortly after, but until that happens the contract
+  // signature is a strong positive signal.
+  const contractSignedDays = daysSince(input.dateContractSigned);
+  if (contractSignedDays !== null && signalEnabled(input, 'contract_signed')) {
+    score += 10;
+    signals.push({
+      id: 'contract_signed',
+      delta: +10,
+      detail: `Contract signed ${contractSignedDays}d ago.`,
+    });
+  }
+
+  // Phase 2 — risk signals. These are the strongest cooling indicators
+  // and previously didn't move the chip at all, leaving reps to discover
+  // them by clicking into the detail page.
+
+  // Document declined (EOI/contract/reservation rejected by the client).
+  const declinedDays = daysSince(input.dateDocumentDeclined);
+  if (declinedDays !== null && signalEnabled(input, 'document_declined')) {
+    score -= 25;
+    signals.push({
+      id: 'document_declined',
+      delta: -25,
+      detail: `Client declined a document ${declinedDays}d ago — intervene.`,
+    });
+  }
+
+  // Reservation cancelled: booked-then-cancelled is a high-value warning.
+  const reservationCancelledDays = daysSince(input.dateReservationCancelled);
+  if (reservationCancelledDays !== null && signalEnabled(input, 'reservation_cancelled')) {
+    score -= 20;
+    signals.push({
+      id: 'reservation_cancelled',
+      delta: -20,
+      detail: `Reservation cancelled ${reservationCancelledDays}d ago.`,
+    });
+  }
+
+  // Berth resold to a different deal — this interest is effectively dead
+  // (the asset they wanted is gone). Sharp drop so the chip turns cold.
+  const berthSoldDays = daysSince(input.dateBerthSoldToOther);
+  if (berthSoldDays !== null && signalEnabled(input, 'berth_sold_to_other')) {
+    score -= 30;
+    signals.push({
+      id: 'berth_sold_to_other',
+      delta: -30,
+      detail: `Primary berth was sold to a different deal ${berthSoldDays}d ago.`,
+    });
+  }
+
   // Clamp to [0, 100].
   score = Math.max(0, Math.min(100, score));
 

src/lib/services/port-config.ts

@@ -17,6 +17,10 @@ export const SETTING_KEYS = {
   emailFromName: 'email_from_name',
   emailFromAddress: 'email_from_address',
   emailReplyTo: 'email_reply_to',
+  // §1.4: optional per-port URL that the supplemental-info email links
+  // to (typically the marketing site's hosted form). When blank, the
+  // built-in CRM route `/public/supplemental-info/<token>` is used.
+  supplementalFormUrl: 'supplemental_form_url',
   // email_signature_html / email_footer_html — removed; the email shell
   // reads branding_email_header_html / branding_email_footer_html from
   // /admin/branding, which is the source of truth.
@@ -220,6 +224,12 @@ export interface PortEmailConfig {
    * account. Defaults to false for safety.
    */
   allowPersonalAccountSends: boolean;
+  /**
+   * §1.4: optional per-port URL for the supplemental-info email link.
+   * When set, the email contains `${supplementalFormUrl}?token=<raw>`;
+   * when null, the built-in CRM route is used.
+   */
+  supplementalFormUrl: string | null;
 }
 
 export async function getPortEmailConfig(portId: string): Promise<PortEmailConfig> {
@@ -232,6 +242,7 @@ export async function getPortEmailConfig(portId: string): Promise<PortEmailConfi
     smtpUser,
     smtpPass,
     allowPersonalAccountSends,
+    supplementalFormUrl,
   ] = await Promise.all([
     readSetting<string>(SETTING_KEYS.emailFromName, portId),
     readSetting<string>(SETTING_KEYS.emailFromAddress, portId),
@@ -241,6 +252,7 @@ export async function getPortEmailConfig(portId: string): Promise<PortEmailConfi
     readSetting<string>(SETTING_KEYS.smtpUserOverride, portId),
     readSetting<string>(SETTING_KEYS.smtpPassOverride, portId),
     readSetting<boolean>(SETTING_KEYS.emailAllowPersonalAccountSends, portId),
+    readSetting<string>(SETTING_KEYS.supplementalFormUrl, portId),
   ]);
 
   // Parse env.SMTP_FROM into name + address if no port override
@@ -265,6 +277,7 @@ export async function getPortEmailConfig(portId: string): Promise<PortEmailConfi
     smtpUser: smtpUser ?? env.SMTP_USER ?? null,
     smtpPass: smtpPass ?? env.SMTP_PASS ?? null,
     allowPersonalAccountSends: allowPersonalAccountSends ?? false,
+    supplementalFormUrl: supplementalFormUrl ?? null,
   };
 }
 

src/lib/settings/registry.ts

@@ -353,6 +353,16 @@ export const REGISTRY: SettingEntry[] = [
     scope: 'port',
     placeholder: 'sales@example.com',
   },
+  {
+    key: 'supplemental_form_url',
+    section: 'email.from',
+    label: 'Supplemental info form URL (optional)',
+    description:
+      "When set, the supplemental-info email links to this URL with ?token=… appended (typically the marketing site's hosted form). Leave blank to use the built-in CRM form at /public/supplemental-info/<token>. Useful when you want the client to land on a branded marketing-site page instead of the CRM domain.",
+    type: 'string',
+    scope: 'port',
+    placeholder: 'https://portnimara.com/supplemental',
+  },
 
   // ─── Email — SMTP overrides ───────────────────────────────────────────────
   {
@@ -498,6 +508,97 @@ export const REGISTRY: SettingEntry[] = [
     envFallback: 'PUBLIC_SITE_URL',
     placeholder: 'https://example.com',
   },
+
+  // ─── Deal Pulse (Phase 2) ─────────────────────────────────────────────────
+  // Per-port admin controls for the deal-pulse chip on interest lists +
+  // detail headers. Master toggle hides the chip entirely; per-signal
+  // toggles let admins quiet specific signal types; label overrides
+  // rename tier labels for ports that prefer their own vocabulary.
+  {
+    key: 'pulse_enabled',
+    section: 'pulse',
+    label: 'Show deal pulse chips',
+    description:
+      'Master toggle. When off, the pulse chip is hidden on every interest list row + detail header for this port. Useful when a port prefers to triage pipelines without the AI-tinted chip.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_eoi_sent_recent_enabled',
+    section: 'pulse',
+    label: 'Signal: recent EOI sent (positive)',
+    description: 'Default on. Brightens chip when EOI was sent in last 14 days.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_deposit_received_enabled',
+    section: 'pulse',
+    label: 'Signal: deposit received (positive)',
+    description: 'Default on. Strong forward signal once a deposit invoice flips to paid.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_contract_signed_enabled',
+    section: 'pulse',
+    label: 'Signal: contract signed (positive)',
+    description: 'Default on. Reinforces closed-loop progress until outcome flips to won.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_document_declined_enabled',
+    section: 'pulse',
+    label: 'Signal: document declined (risk)',
+    description:
+      'Default on. Strongest cooling signal — client refused to sign an EOI / contract / reservation. Requires the risk-data wiring shipped alongside Phase 2 to populate.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_reservation_cancelled_enabled',
+    section: 'pulse',
+    label: 'Signal: reservation cancelled (risk)',
+    description: 'Default on. Booked-then-cancelled signals require rep attention.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_signal_berth_sold_to_other_enabled',
+    section: 'pulse',
+    label: 'Signal: berth resold (risk)',
+    description: 'Default on. Primary berth got linked to a different completed interest.',
+    type: 'boolean',
+    scope: 'port',
+  },
+  {
+    key: 'pulse_label_hot',
+    section: 'pulse',
+    label: 'Custom label: Hot tier',
+    description: 'Leave blank to use the built-in "Hot" label.',
+    type: 'string',
+    scope: 'port',
+    placeholder: 'Hot',
+  },
+  {
+    key: 'pulse_label_warm',
+    section: 'pulse',
+    label: 'Custom label: Warm tier',
+    description: 'Leave blank to use the built-in "Warm" label.',
+    type: 'string',
+    scope: 'port',
+    placeholder: 'Warm',
+  },
+  {
+    key: 'pulse_label_cold',
+    section: 'pulse',
+    label: 'Custom label: Cold tier',
+    description: 'Leave blank to use the built-in "Cold" label.',
+    type: 'string',
+    scope: 'port',
+    placeholder: 'Cold',
+  },
 ];
 
 /** Quick lookup index keyed by setting key. */