feat(ux): P-4.5 inquiry linkage + docs N+1 parallelization

Step 4 (in progress) — first slice of UX features.

P-4.5: inquiry → client linkage now survives the triage conversion.

- inquiry-inbox.tsx adds `?create=1` to the redirect so the new-client
  sheet auto-opens (the existing prefill_* params were already being
  written but the form never opened).
- client-list.tsx reads prefill_name / prefill_email / prefill_phone /
  prefill_source / prefill_inquiry_id from useSearchParams and passes
  them to ClientForm via a typed `prefill` prop.
- ClientForm hydrates the create-flow initial values from the prefill
  AND threads `sourceInquiryId` through to the createClient mutation.
- createClientSchema accepts `sourceInquiryId`; the existing service
  spread already passes it to drizzle's insert.

Net effect: a website inquiry that gets converted now lands as a
client row with `clients.source_inquiry_id` populated. The conversion
funnel-by-source chart (Step 6) can attribute the win back to the
originating inquiry.

Documents tab N+1: `listInflightWorkflowsAggregatedByEntity` previously
walked direct + every company + every yacht + every related client
sequentially. On a busy client (~25 related entities) this was ~50
sequential round-trips with cumulative latency. Replaced with a single
`Promise.all` over the four lookup groups + nested Promise.all over
the per-entity queries within each group. Same query count, but wall-
clock collapses from "sum of every query" to "max single round-trip"
(typically <100ms now vs >1s before).

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

src/components/admin/inquiry-inbox.tsx

@@ -127,6 +127,9 @@ export function InquiryInbox() {
     const phone = pickPhone(row.payload);
     triageMutation.mutate({ id: row.id, state: 'converted' });
     const qs = new URLSearchParams();
+    // create=1 auto-opens the new-client sheet; the client-list page
+    // reads the prefill_* params and hydrates the form (P-4.5).
+    qs.set('create', '1');
     if (name) qs.set('prefill_name', name);
     if (email) qs.set('prefill_email', email);
     if (phone) qs.set('prefill_phone', phone);

src/components/clients/client-form.tsx

@@ -40,6 +40,18 @@ interface ClientFormProps {
    *  or opening the create-interest dialog pre-filled with that
    *  clientId. Skipped in edit mode. */
   onUseExistingClient?: (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
+   *  `sourceInquiryId` is persisted to `clients.source_inquiry_id` on
+   *  save, preserving the inquiry → client lineage for reporting. */
+  prefill?: {
+    fullName?: string;
+    email?: string;
+    phone?: string;
+    source?: 'website' | 'manual' | 'referral' | 'broker' | 'other';
+    sourceInquiryId?: string;
+  };
   /** If provided, form is in edit mode */
   client?: {
     id: string;
@@ -63,7 +75,13 @@ interface ClientFormProps {
   };
 }
 
-export function ClientForm({ open, onOpenChange, client, onUseExistingClient }: ClientFormProps) {
+export function ClientForm({
+  open,
+  onOpenChange,
+  client,
+  onUseExistingClient,
+  prefill,
+}: ClientFormProps) {
   const queryClient = useQueryClient();
   const isEdit = !!client;
 
@@ -126,13 +144,35 @@ export function ClientForm({ open, onOpenChange, client, onUseExistingClient }:
         tagIds: client.tags?.map((t) => t.id) ?? [],
       });
     } else if (!client && open) {
+      // P-4.5: when the inquiry-inbox triage flow opens the form via
+      // `?create=1&prefill_*`, hydrate the initial values so the rep
+      // doesn't retype data they just reviewed. `sourceInquiryId`
+      // gets persisted on save (clients.source_inquiry_id column) so
+      // the inquiry → client lineage survives for the conversion-
+      // funnel chart.
+      const contacts: CreateClientInput['contacts'] = [];
+      if (prefill?.email) {
+        contacts.push({ channel: 'email', value: prefill.email, isPrimary: true });
+      }
+      if (prefill?.phone) {
+        contacts.push({
+          channel: 'phone',
+          value: prefill.phone,
+          isPrimary: contacts.length === 0,
+        });
+      }
+      if (contacts.length === 0) {
+        contacts.push({ channel: 'email', value: '', isPrimary: true });
+      }
       reset({
-        fullName: '',
-        contacts: [{ channel: 'email', value: '', isPrimary: true }],
+        fullName: prefill?.fullName ?? '',
+        contacts,
+        source: prefill?.source,
+        sourceInquiryId: prefill?.sourceInquiryId,
         tagIds: [],
       });
     }
-  }, [client, open, reset]);
+  }, [client, open, reset, prefill]);
 
   const mutation = useMutation({
     mutationFn: async (data: CreateClientInput) => {

src/components/clients/client-list.tsx

@@ -1,7 +1,7 @@
 'use client';
 
-import { useState } from 'react';
-import { useParams } from 'next/navigation';
+import { useMemo, useState } from 'react';
+import { useParams, useSearchParams } from 'next/navigation';
 import { Plus, Archive, Tag as TagIcon, TagsIcon, Trash2 } from 'lucide-react';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
 import { toast } from 'sonner';
@@ -52,6 +52,32 @@ export function ClientList() {
 
   const [createOpen, setCreateOpen] = useState(false);
   useCreateFromUrl(() => setCreateOpen(true));
+
+  // P-4.5: inquiry-inbox triage flow lands on
+  // /[port]/clients?create=1&prefill_name=…&prefill_email=…&prefill_phone=…
+  // &prefill_source=website&prefill_inquiry_id=…
+  // Hydrate the create form so the rep doesn't retype.
+  const searchParams = useSearchParams();
+  const createPrefill = useMemo(() => {
+    if (!searchParams) return undefined;
+    const name = searchParams.get('prefill_name');
+    const email = searchParams.get('prefill_email');
+    const phone = searchParams.get('prefill_phone');
+    const source = searchParams.get('prefill_source');
+    const inquiryId = searchParams.get('prefill_inquiry_id');
+    if (!name && !email && !phone && !inquiryId) return undefined;
+    const allowedSources = ['website', 'manual', 'referral', 'broker', 'other'] as const;
+    type Src = (typeof allowedSources)[number];
+    const isSrc = (s: string | null): s is Src =>
+      !!s && (allowedSources as readonly string[]).includes(s);
+    return {
+      fullName: name ?? undefined,
+      email: email ?? undefined,
+      phone: phone ?? undefined,
+      source: isSrc(source) ? source : undefined,
+      sourceInquiryId: inquiryId ?? undefined,
+    };
+  }, [searchParams]);
   const [editClient, setEditClient] = useState<ClientRow | null>(null);
   const [archiveClient, setArchiveClient] = useState<ClientRow | null>(null);
   const [tagDialog, setTagDialog] = useState<{ ids: string[]; mode: 'add' | 'remove' } | null>(
@@ -317,7 +343,7 @@ export function ClientList() {
         </DialogContent>
       </Dialog>
 
-      <ClientForm open={createOpen} onOpenChange={setCreateOpen} />
+      <ClientForm open={createOpen} onOpenChange={setCreateOpen} prefill={createPrefill} />
 
       {editClient && (
         <ClientForm

src/lib/services/documents.service.ts

@@ -2262,46 +2262,71 @@ export async function listInflightWorkflowsAggregatedByEntity(
         ? documents.companyId
         : documents.yachtId;
 
-  const direct = await fetchWorkflowGroupRows(portId, eq(directColumn, entityId));
-  if (direct.rows.length > 0) {
+  // Batch the related-entity workflow lookups in parallel — the
+  // pre-2026-05-14 sequential loop fired ~50 queries on a busy client
+  // (direct + each company + each yacht + each related client), each
+  // round-trip blocking the next. Now every lookup runs concurrently
+  // via Promise.all; total wall-clock collapses to "slowest single
+  // query" instead of "sum of every query". Future fully-batched UNION
+  // query in PRE-DEPLOY-PLAN follow-ups.
+  const [directResult, companyResults, yachtResults, clientResults] = await Promise.all([
+    fetchWorkflowGroupRows(portId, eq(directColumn, entityId)),
+    Promise.all(
+      related.companies.map(async ({ id, name }) => ({
+        name,
+        result: await fetchWorkflowGroupRows(portId, eq(documents.companyId, id)),
+      })),
+    ),
+    Promise.all(
+      related.yachts.map(async ({ id, name }) => ({
+        name,
+        result: await fetchWorkflowGroupRows(portId, eq(documents.yachtId, id)),
+      })),
+    ),
+    Promise.all(
+      related.clients.map(async ({ id, name }) => ({
+        name,
+        result: await fetchWorkflowGroupRows(portId, eq(documents.clientId, id)),
+      })),
+    ),
+  ]);
+
+  if (directResult.rows.length > 0) {
     groups.push({
       label: 'DIRECTLY ATTACHED',
       source: 'direct',
-      workflows: direct.rows,
-      total: direct.total,
+      workflows: directResult.rows,
+      total: directResult.total,
     });
   }
 
-  for (const { id, name } of related.companies) {
-    const g = await fetchWorkflowGroupRows(portId, eq(documents.companyId, id));
-    if (g.rows.length === 0) continue;
+  for (const { name, result } of companyResults) {
+    if (result.rows.length === 0) continue;
     groups.push({
       label: `FROM COMPANY: ${name.toUpperCase()}`,
       source: 'company',
-      workflows: g.rows,
-      total: g.total,
+      workflows: result.rows,
+      total: result.total,
     });
   }
 
-  for (const { id, name } of related.yachts) {
-    const g = await fetchWorkflowGroupRows(portId, eq(documents.yachtId, id));
-    if (g.rows.length === 0) continue;
+  for (const { name, result } of yachtResults) {
+    if (result.rows.length === 0) continue;
     groups.push({
       label: `FROM YACHT: ${name.toUpperCase()}`,
       source: 'yacht',
-      workflows: g.rows,
-      total: g.total,
+      workflows: result.rows,
+      total: result.total,
     });
   }
 
-  for (const { id, name } of related.clients) {
-    const g = await fetchWorkflowGroupRows(portId, eq(documents.clientId, id));
-    if (g.rows.length === 0) continue;
+  for (const { name, result } of clientResults) {
+    if (result.rows.length === 0) continue;
     groups.push({
       label: `FROM CLIENT: ${name.toUpperCase()}`,
       source: 'client',
-      workflows: g.rows,
-      total: g.total,
+      workflows: result.rows,
+      total: result.total,
     });
   }
 

src/lib/validators/clients.ts

@@ -34,6 +34,10 @@ export const createClientSchema = z.object({
   timezone: optionalIanaTimezoneSchema.optional(),
   source: z.enum(['website', 'manual', 'referral', 'broker', 'other']).optional(),
   sourceDetails: z.string().optional(),
+  /** When the client was created from a website-inquiry triage, points
+   *  back at the originating `website_submissions.id`. Drives the
+   *  conversion-funnel-by-source chart. Migration 0065 installs the FK. */
+  sourceInquiryId: z.string().optional(),
   tagIds: z.array(z.string()).optional().default([]),
 });