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+# Documenso EOI Template — Field Mapping
+
+**Purpose:** This doc is the canonical reference for mapping the Documenso EOI template's `formValues` keys to the new data model's `EoiContext` shape. It drives `buildDocumensoPayload()` (Task 11.2), the in-app Standard EOI HTML tokens (Task 11.3), and the Spec 2 importer's yacht/company hydration.
+
+## Source
+
+The legacy field list comes from `client-portal/server/api/eoi/generate-quick-eoi.ts`, specifically the POST body sent to `POST /api/v1/templates/{templateId}/generate-document` (Documenso template 8). The relevant lines in that file are around the `createDocumentPayload.formValues` object.
+
+## Documenso template `formValues` keys
+
+Documenso template IDs and recipient IDs are configured via env vars:
+
+- `NUXT_DOCUMENSO_TEMPLATE_ID` (default: `8`)
+- `NUXT_DOCUMENSO_CLIENT_RECIPIENT_ID` (default: `192`) — signing order 1
+- `NUXT_DOCUMENSO_DEVELOPER_RECIPIENT_ID` (default: `193`) — signing order 2
+- `NUXT_DOCUMENSO_APPROVAL_RECIPIENT_ID` (default: `194`) — APPROVER, signing order 3
+
+The template exposes eight text fields (`formValues` keys) and two boolean checkboxes.
+
+## Field mapping
+
+| Documenso key  | Type    | Legacy source               | New `EoiContext` path                                 | Notes                                                                     |
+| -------------- | ------- | --------------------------- | ----------------------------------------------------- | ------------------------------------------------------------------------- |
+| `Name`         | text    | `interest['Full Name']`     | `context.client.fullName`                             | The interest's point-of-contact client (billing signer).                  |
+| `Email`        | text    | `interest['Email Address']` | `context.client.primaryEmail`                         | Primary email contact from `client_contacts`.                             |
+| `Address`      | text    | `interest['Address']`       | concat `context.client.address.{street,city,country}` | Concatenate street, city, country with `', '`. Empty if address is null.  |
+| `Yacht Name`   | text    | `interest['Yacht Name']`    | `context.yacht.name`                                  | Yacht is now a first-class row; pulled via `interest.yachtId`.            |
+| `Length`       | text    | `interest['Length']`        | `context.yacht.lengthFt`                              | Send as string. Documenso doesn't enforce numeric format.                 |
+| `Width`        | text    | `interest['Width']`         | `context.yacht.widthFt`                               | Same.                                                                     |
+| `Draft`        | text    | `interest['Depth']`         | `context.yacht.draftFt`                               | Legacy field was named "Depth" in NocoDB; Documenso key is "Draft".       |
+| `Berth Number` | text    | `berthNumbers` (joined)     | `context.berth.mooringNumber`                         | One berth per reservation. Multi-berth case was multi-interest in legacy. |
+| `Lease_10`     | boolean | hardcoded `false`           | `false`                                               | Hardcoded — legacy flow defaults to Purchase (not Lease).                 |
+| `Purchase`     | boolean | hardcoded `true`            | `true`                                                | Hardcoded — legacy flow defaults to Purchase.                             |
+
+## Document `meta` fields (non-`formValues`)
+
+| Documenso key             | Type | Legacy source                            | New source                                                        |
+| ------------------------- | ---- | ---------------------------------------- | ----------------------------------------------------------------- |
+| `meta.message`            | text | `Dear ${interest['Full Name']}...`       | `Dear ${context.client.fullName}, ...port name interpolated`      |
+| `meta.subject`            | text | `"Your LOI is ready to be signed"`       | Same — constant.                                                  |
+| `meta.redirectUrl`        | text | `"https://portnimara.com"`               | `context.port.redirectUrl` if per-port; otherwise global app URL. |
+| `meta.distributionMethod` | text | `"NONE"`                                 | Same — constant. We use manual send flow (Documenso webhook).     |
+| `title`                   | text | `` `${interest['Full Name']}-EOI-NDA` `` | `` `${context.client.fullName}-EOI-NDA` ``                        |
+| `externalId`              | text | `` `loi-${interestId}` ``                | Same.                                                             |
+
+## Recipients (non-`formValues`)
+
+| Recipient           | Role     | Name                      | Email                         | Signing order |
+| ------------------- | -------- | ------------------------- | ----------------------------- | ------------- |
+| Client (signer)     | SIGNER   | `context.client.fullName` | `context.client.primaryEmail` | 1             |
+| Developer (signer)  | SIGNER   | `"David Mizrahi"`         | `"dm@portnimara.com"`         | 2             |
+| Approval (approver) | APPROVER | `"Abbie May"`             | `"sales@portnimara.com"`      | 3             |
+
+The Developer and Approval recipients are currently hardcoded in the legacy flow. In the new system these should eventually come from port-level settings (e.g., `ports.settings.eoi.developerName` + email). For Task 11.2, keep them hardcoded as the legacy system does — tracking as TODO: "Replace hardcoded Developer/Approval recipients with port-level configuration."
+
+## Company-owned yacht handling
+
+The legacy flow has no concept of company ownership — the signer is always the interest's client. In the new system:
+
+- If `context.yacht.ownerType === 'client'`: behavior unchanged.
+- If `context.yacht.ownerType === 'company'`: the interest's point-of-contact client still signs (they're the representative of the yacht's owning company), but an extra block should appear in the message body: `"On behalf of ${context.company.legalName ?? context.company.name} (representing the yacht's owner)."`. This isn't a separate Documenso field — it's woven into `meta.message`.
+
+Tracking this in the mapping doc rather than as a hard TODO because company-owned EOIs were rare in the legacy system and need product input before committing to the final wording.
+
+## Deprecated fields (no longer sourced from `clients`)
+
+The legacy system read these fields from the client row. They are now sourced elsewhere:
+
+| Legacy source             | New source                                          |
+| ------------------------- | --------------------------------------------------- |
+| `client.yachtName`        | `yachts.name` via `interest.yachtId`                |
+| `client.yachtLengthFt`    | `yachts.lengthFt` via `interest.yachtId`            |
+| `client.yachtWidthFt`     | `yachts.widthFt` via `interest.yachtId`             |
+| `client.yachtDraftFt`     | `yachts.draftFt` via `interest.yachtId`             |
+| `client.companyName`      | `companies.name` via polymorphic owner resolution   |
+| `client.berthSizeDesired` | Removed. Berth is picked via reservation, not text. |