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>

tests/unit/report-templates.test.tsx

@@ -39,12 +39,13 @@ describe('report templates render', () => {
         logoBuffer={null}
         data={{
           stageRevenue: {
-            open: '12345.67',
-            eoi_sent: '54321.00',
-            contract_signed: '98765.43',
-            completed: '111000.00',
+            enquiry: '12345.67',
+            eoi: '54321.00',
+            contract: '98765.43',
           },
           totalCompleted: '111000.00',
+          totalForecast: '87650.00',
+          pipelineWeights: { enquiry: 0.05, eoi: 0.4, contract: 0.95 },
           generatedAt: new Date().toISOString(),
         }}
         currency="USD"

tests/unit/services/documenso-payload.test.ts

@@ -80,13 +80,23 @@ describe('buildDocumensoPayload', () => {
       Length: '45',
       Width: '14',
       Draft: '6',
+      // Berth Number carries the formatBerthRange output — single-
+      // berth EOI duplicates the primary mooring; multi-berth shows
+      // the compact range. The separate 'Berth Range' formValue key
+      // was retired 2026-05-14 (the Documenso template never had
+      // that field, so the value was silently dropped).
       'Berth Number': 'A12',
-      'Berth Range': 'A12',
       Lease_10: false,
       Purchase: true,
     });
   });
 
+  it('renders Berth Number as the multi-berth range string when bundle has > 1', () => {
+    const ctx = makeContext({ eoiBerthRange: 'A1-A3, B5' });
+    const payload = buildDocumensoPayload(ctx, OPTIONS);
+    expect(payload.formValues['Berth Number']).toBe('A1-A3, B5');
+  });
+
   it('defaults missing primaryEmail to empty string', () => {
     const ctx = makeContext({ client: { ...makeContext().client, primaryEmail: null } });
     const payload = buildDocumensoPayload(ctx, OPTIONS);
@@ -106,7 +116,10 @@ describe('buildDocumensoPayload', () => {
   });
 
   it('renders empty Section 3 when yacht and berth are not linked', () => {
-    const ctx = makeContext({ yacht: null, berth: null });
+    // Also explicitly clear the berth-range fallback that defaults to
+    // the primary mooring — when there's no berth AND no bundle, the
+    // form field renders as empty.
+    const ctx = makeContext({ yacht: null, berth: null, eoiBerthRange: '' });
     const payload = buildDocumensoPayload(ctx, OPTIONS);
     expect(payload.formValues['Yacht Name']).toBe('');
     expect(payload.formValues.Length).toBe('');