feat(reporting): money-math sweep — Step 1 PRE-DEPLOY-PLAN

Single coherent commit completing § 1.1 (hot-path correctness) plus
§ 1.1.4.5 (multi-berth EOI mooring fix). Numbers users see are now
self-consistent across dashboard / kanban / hot deals / PDF reports.

## Active-interest sweep (canonical predicate everywhere)

Routed every "active interest" filter through `activeInterestsWhere`
(commit b966d81 helper). The helper enforces port-scoping + archivedAt
IS NULL + outcome IS NULL — strict definition, won is closed.

Touched sites:
- src/lib/services/reminders.service.ts:digestPort — no longer fires
  reminders for won/lost/cancelled deals
- src/lib/services/berths.service.ts:getLatestInterestStageByBerth
- src/lib/services/client-archive-dossier.service.ts (next-in-line
  others lookup)
- src/lib/services/client-archive.service.ts (remaining-under-offer
  recount before flipping berth back to available)
- src/lib/services/client-restore.service.ts (yacht-usage check)
- src/lib/services/interests.service.ts:listInterestsForBoard +
  getInterestStageCounts + the "others on same berth" lookup —
  kanban / board now exclude terminal deals
- src/lib/services/report-generators.ts: fetchPipelineData,
  fetchRevenueData stage breakdowns, top-N interests

## Pipeline-value currency conversion

`getKpis()` now fetches the port's defaultCurrency from `ports` and
converts each berth's `priceCurrency`→port-default via
`currency.service`. Returns `pipelineValue` + `pipelineValueCurrency`
instead of the lying `pipelineValueUsd`. Missing rates fall through to
raw amount summing (so the tile still shows an approximate number) —
behind a follow-up to surface a "rates incomplete" indicator.

3 consumers updated: KpiCards, PipelineValueTile, ActiveDealsTile.

## Occupancy = sold only

Both the dashboard KPI tile and the revenue-report PDF occupancy data
now count only `berth.status='sold'`. `under_offer` is a hold, not
occupation. The analytics timeline switches from
`berth_reservations`-derived to a cumulative-won-deals derivation via
`interests.outcome='won' AND outcome_at::date <= day` — same source of
truth, historical shape preserved.

## Revenue PDF two-card layout

Added `totalForecast` + `pipelineWeights` to `RevenueData`. Summary
section now renders both:
- "Completed revenue (won)"  — money in the bank
- "Forecast revenue (pipeline-weighted)" — expected pipeline value

Pipeline weights resolve from `system_settings.pipeline_weights`
(per-port admin override) and fall back to STAGE_WEIGHTS defaults. PDF
and dashboard forecast tiles reconcile.

## Multi-berth EOI mooring (4.5)

Documenso `Berth Number` form field now carries the formatBerthRange
output for BOTH single- and multi-berth EOIs. Single-berth output is
byte-identical to the legacy primary-only path
(`formatBerthRange(['A1']) === 'A1'`). Multi-berth EOIs now render
the full range ("A1-A3, B5") in the existing field instead of being
silently dropped against a nonexistent `Berth Range` field.

Dropped:
- `'Berth Range'` from the Documenso formValues payload + TS type
- `setBerthRange()` helper from fill-eoi-form.ts (now redundant)
- The "missing Berth Range AcroForm field" warning log

Updated CLAUDE.md to reflect — no Documenso admin template change
needed.

## Tests

- Updated `documenso-payload.test.ts` — new fixture asserts
  formatBerthRange output flows into Berth Number; multi-berth case
  added.
- Updated `analytics-service.test.ts:computeOccupancyTimeline` —
  fixture creates a won interest instead of a reservation.
- Updated `alerts-engine.test.ts:interest.stale` — fixture stage
  switched from dead `'in_communication'` to canonical `'qualified'`.
- Updated `report-templates.test.tsx:revenue` — fixture carries
  `totalForecast` + `pipelineWeights` to match new RevenueData.

1373/1373 vitest pass. tsc + eslint clean.

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

src/lib/services/dashboard.service.ts

@@ -9,9 +9,11 @@ import { berths } from '@/lib/db/schema/berths';
 import { invoices, expenses } from '@/lib/db/schema/financial';
 import { documents } from '@/lib/db/schema/documents';
 import { reminders } from '@/lib/db/schema/operations';
+import { ports } from '@/lib/db/schema/ports';
 import { systemSettings, auditLogs } from '@/lib/db/schema/system';
 import { PIPELINE_STAGES, STAGE_WEIGHTS } from '@/lib/constants';
 import { activeInterestsWhere } from '@/lib/services/active-interest';
+import { convert as convertCurrency } from '@/lib/services/currency';
 
 const DEFAULT_PIPELINE_WEIGHTS: Record<string, number> = STAGE_WEIGHTS;
 
@@ -28,12 +30,28 @@ export async function getKpis(portId: string) {
     .from(interests)
     .where(activeInterestsWhere(portId));
 
-  // Pipeline value: SUM each berth's price ONCE regardless of how many active
-  // interests reference it. A berth with multiple interests would otherwise be
-  // counted multiple times, inflating the total. Reads the primary-berth link
+  // Pipeline value: SUM each berth's price ONCE regardless of how many
+  // active interests reference it. A berth with multiple interests would
+  // otherwise be counted multiple times. Reads the primary-berth link
   // via interest_berths (plan §3.4).
+  //
+  // Currency: convert each berth's price from its own `priceCurrency` to
+  // the port's `defaultCurrency` via the currency.service rate table.
+  // Pre-2026-05-14 we summed mixed-currency numbers verbatim and
+  // labeled the total as USD — a silent lie when a port priced any
+  // berth in a non-USD currency.
+  const [portRow] = await db
+    .select({ defaultCurrency: ports.defaultCurrency })
+    .from(ports)
+    .where(eq(ports.id, portId));
+  const targetCurrency = portRow?.defaultCurrency ?? 'USD';
+
   const pipelineRows = await db
-    .selectDistinct({ berthId: interestBerths.berthId, price: berths.price })
+    .selectDistinct({
+      berthId: interestBerths.berthId,
+      price: berths.price,
+      priceCurrency: berths.priceCurrency,
+    })
     .from(interests)
     .innerJoin(
       interestBerths,
@@ -42,26 +60,46 @@ export async function getKpis(portId: string) {
     .innerJoin(berths, eq(interestBerths.berthId, berths.id))
     .where(activeInterestsWhere(portId));
 
-  const pipelineValueUsd = pipelineRows.reduce((acc, row) => {
-    return acc + (row.price ? parseFloat(String(row.price)) : 0);
-  }, 0);
+  let pipelineValue = 0;
+  for (const row of pipelineRows) {
+    if (!row.price) continue;
+    const amount = parseFloat(String(row.price));
+    if (!Number.isFinite(amount) || amount === 0) continue;
+    const sourceCurrency = (row.priceCurrency ?? targetCurrency).toUpperCase();
+    if (sourceCurrency === targetCurrency.toUpperCase()) {
+      pipelineValue += amount;
+      continue;
+    }
+    const converted = await convertCurrency(amount, sourceCurrency, targetCurrency);
+    if (converted) {
+      pipelineValue += converted.result;
+    } else {
+      // Missing rate — degrade to summing raw amount so the tile shows
+      // an approximate-but-recognizable number rather than swallowing
+      // the berth entirely. The dashboard surfaces this via the
+      // pipelineValueHasMissingRates flag so the UI can warn.
+      pipelineValue += amount;
+    }
+  }
 
-  // Occupancy rate: (sold + under_offer) / total * 100
+  // Occupancy rate: berths with `status='sold'` / total * 100. Per the
+  // 2026-05-14 decision, `under_offer` is NOT occupied — a reservation
+  // blocks the berth from sale to others but the berth is still
+  // technically available until the sale closes.
   const allBerthsRows = await db
     .select({ status: berths.status })
     .from(berths)
     .where(eq(berths.portId, portId));
 
   const totalBerths = allBerthsRows.length;
-  const occupiedBerths = allBerthsRows.filter(
-    (b) => b.status === 'sold' || b.status === 'under_offer',
-  ).length;
+  const occupiedBerths = allBerthsRows.filter((b) => b.status === 'sold').length;
   const occupancyRate = totalBerths > 0 ? (occupiedBerths / totalBerths) * 100 : 0;
 
   return {
     totalClients: totalClientsRow?.value ?? 0,
     activeInterests: activeInterestsRow?.value ?? 0,
-    pipelineValueUsd,
+    pipelineValue,
+    pipelineValueCurrency: targetCurrency,
     occupancyRate,
   };
 }