feat(platform): residential module + admin UI + reliability fixes

Residential platform
- New schema: residentialClients, residentialInterests (separate from
  marina/yacht clients) with migration 0010
- Service layer with CRUD + audit + sockets + per-port portal toggle
- v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries)
- List + detail pages with inline editing for clients and interests
- Per-user residentialAccess toggle on userPortRoles (migration 0011)
- Permission keys: residential_clients, residential_interests
- Sidebar nav + role form integration
- Smoke spec covering page loads, UI create flow, public endpoint

Admin & shared UI
- Admin → Forms (form templates CRUD) with validators + service
- Notification preferences page (in-app + email per type)
- Email composition + accounts list + threads view
- Branded auth shell shared across CRM + portal auth surfaces
- Inline editing extended to yacht/company/interest detail pages
- InlineTagEditor + per-entity tags endpoints (yachts, companies)
- Notes service polymorphic across clients/interests/yachts/companies
- Client list columns: yachtCount + companyCount badges
- Reservation file-download via presigned URL (replaces stale <a href>)

Route handler refactor
- Extracted yachts/companies/berths reservation handlers to sibling
  handlers.ts files (Next.js 15 route.ts only allows specific exports)

Reliability fixes
- apiFetch double-stringify bug fixed across 13 components
  (apiFetch already JSON.stringifies its body; passing a stringified
  body produced double-encoded JSON which failed zod validation)
- SocketProvider gated behind useSyncExternalStore-based mount check
  to avoid useSession() SSR crashes under React 19 + Next 15
- apiFetch falls back to URL-pathname → port-id resolution when the
  Zustand store hasn't hydrated yet (fresh contexts, e2e tests)
- CRM invite flow (schema, service, route, email, dev script)
- Dashboard route → [portSlug]/dashboard/page.tsx + redirect
- Document the dev-server restart-after-migration gotcha in CLAUDE.md

Tests
- 5-case residential smoke spec
- Integration test updates for new service signatures

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

src/components/interests/interest-tabs.tsx

@@ -1,16 +1,30 @@
 'use client';
 
 import { format } from 'date-fns';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
 
 import type { DetailTab } from '@/components/shared/detail-layout';
 import { NotesList } from '@/components/shared/notes-list';
+import { InlineEditableField } from '@/components/shared/inline-editable-field';
+import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
 import { RecommendationList } from '@/components/interests/recommendation-list';
 import { InterestTimeline } from '@/components/interests/interest-timeline';
+import { LEAD_CATEGORIES } from '@/lib/constants';
+import { apiFetch } from '@/lib/api/client';
+
+type InterestPatchField = 'leadCategory' | 'source' | 'notes';
+
+const LEAD_CATEGORY_OPTIONS = LEAD_CATEGORIES.map((c) => ({
+  value: c,
+  label: c.replace(/_/g, ' ').replace(/\b\w/g, (m) => m.toUpperCase()),
+}));
 
 interface InterestTabsOptions {
   interestId: string;
   currentUserId?: string;
   interest: {
+    leadCategory: string | null;
+    source: string | null;
     eoiStatus: string | null;
     contractStatus: string | null;
     depositStatus: string | null;
@@ -26,9 +40,33 @@ interface InterestTabsOptions {
     reminderDays: number | null;
     reminderLastFired: string | null;
     notes: string | null;
+    tags?: Array<{ id: string; name: string; color: string }>;
   };
 }
 
+function useInterestPatch(interestId: string) {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: async (patch: Partial<Record<InterestPatchField, string | null>>) =>
+      apiFetch(`/api/v1/interests/${interestId}`, {
+        method: 'PATCH',
+        body: patch,
+      }),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: ['interests', interestId] });
+    },
+  });
+}
+
+function EditableRow({ label, children }: { label: string; children: React.ReactNode }) {
+  return (
+    <div className="flex gap-2 py-1.5 border-b last:border-0 items-center">
+      <dt className="w-44 shrink-0 text-sm text-muted-foreground">{label}</dt>
+      <dd className="flex-1 min-w-0">{children}</dd>
+    </div>
+  );
+}
+
 function InfoRow({ label, value }: { label: string; value?: string | null }) {
   if (!value) return null;
   return (
@@ -44,10 +82,39 @@ function formatDate(date: string | null) {
   return format(new Date(date), 'MMM d, yyyy');
 }
 
-function OverviewTab({ interest }: { interest: InterestTabsOptions['interest'] }) {
+function OverviewTab({
+  interestId,
+  interest,
+}: {
+  interestId: string;
+  interest: InterestTabsOptions['interest'];
+}) {
+  const mutation = useInterestPatch(interestId);
+  const save = (field: InterestPatchField) => async (next: string | null) => {
+    await mutation.mutateAsync({ [field]: next });
+  };
+
   return (
     <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
-      {/* EOI & Contract Status */}
+      {/* Lead & Source (editable) */}
+      <div className="space-y-1">
+        <h3 className="text-sm font-medium mb-2">Lead</h3>
+        <dl>
+          <EditableRow label="Lead Category">
+            <InlineEditableField
+              variant="select"
+              options={LEAD_CATEGORY_OPTIONS}
+              value={interest.leadCategory}
+              onSave={save('leadCategory')}
+            />
+          </EditableRow>
+          <EditableRow label="Source">
+            <InlineEditableField value={interest.source} onSave={save('source')} />
+          </EditableRow>
+        </dl>
+      </div>
+
+      {/* EOI & Contract Status (read-only — derived) */}
       <div className="space-y-1">
         <h3 className="text-sm font-medium mb-2">Status</h3>
         <dl>
@@ -58,8 +125,8 @@ function OverviewTab({ interest }: { interest: InterestTabsOptions['interest'] }
         </dl>
       </div>
 
-      {/* Key Dates */}
-      <div className="space-y-1">
+      {/* Key Dates (read-only — set by workflow events) */}
+      <div className="space-y-1 md:col-span-2">
         <h3 className="text-sm font-medium mb-2">Key Dates</h3>
         <dl>
           <InfoRow label="First Contact" value={formatDate(interest.dateFirstContact)} />
@@ -81,23 +148,31 @@ function OverviewTab({ interest }: { interest: InterestTabsOptions['interest'] }
               label="Reminder Days"
               value={interest.reminderDays ? `${interest.reminderDays} days` : null}
             />
-            <InfoRow
-              label="Last Fired"
-              value={formatDate(interest.reminderLastFired)}
-            />
+            <InfoRow label="Last Fired" value={formatDate(interest.reminderLastFired)} />
           </dl>
         </div>
       )}
 
-      {/* Notes */}
-      {interest.notes && (
-        <div className="space-y-1 md:col-span-2">
-          <h3 className="text-sm font-medium mb-2">Notes</h3>
-          <p className="text-sm text-muted-foreground whitespace-pre-wrap">
-            {interest.notes}
-          </p>
-        </div>
-      )}
+      {/* Notes (editable, multiline) */}
+      <div className="space-y-1 md:col-span-2">
+        <h3 className="text-sm font-medium mb-2">Notes</h3>
+        <InlineEditableField
+          variant="textarea"
+          value={interest.notes}
+          onSave={save('notes')}
+          emptyText="No notes — click to add"
+        />
+      </div>
+
+      {/* Tags */}
+      <div className="space-y-1 md:col-span-2">
+        <h3 className="text-sm font-medium mb-2">Tags</h3>
+        <InlineTagEditor
+          endpoint={`/api/v1/interests/${interestId}/tags`}
+          currentTags={interest.tags ?? []}
+          invalidateKey={['interests', interestId]}
+        />
+      </div>
     </div>
   );
 }
@@ -111,17 +186,13 @@ export function getInterestTabs({
     {
       id: 'overview',
       label: 'Overview',
-      content: <OverviewTab interest={interest} />,
+      content: <OverviewTab interestId={interestId} interest={interest} />,
     },
     {
       id: 'notes',
       label: 'Notes',
       content: (
-        <NotesList
-          entityType="interests"
-          entityId={interestId}
-          currentUserId={currentUserId}
-        />
+        <NotesList entityType="interests" entityId={interestId} currentUserId={currentUserId} />
       ),
     },
     {

src/components/interests/pipeline-board.tsx

@@ -74,7 +74,7 @@ export function PipelineBoard() {
     let newStage = over.id as string;
 
     // If dropped on a card (not a stage), find which stage that card belongs to
-    if (!PIPELINE_STAGES.includes(newStage as typeof PIPELINE_STAGES[number])) {
+    if (!PIPELINE_STAGES.includes(newStage as (typeof PIPELINE_STAGES)[number])) {
       const targetInterest = interests.find((i) => i.id === newStage);
       if (!targetInterest) return;
       newStage = targetInterest.pipelineStage;
@@ -85,23 +85,18 @@ export function PipelineBoard() {
     if (!currentInterest || currentInterest.pipelineStage === newStage) return;
 
     // Optimistic update
-    queryClient.setQueryData<{ data: InterestRow[] }>(
-      ['interests-board', portSlug],
-      (old) => {
-        if (!old) return old;
-        return {
-          ...old,
-          data: old.data.map((i) =>
-            i.id === interestId ? { ...i, pipelineStage: newStage } : i,
-          ),
-        };
-      },
-    );
+    queryClient.setQueryData<{ data: InterestRow[] }>(['interests-board', portSlug], (old) => {
+      if (!old) return old;
+      return {
+        ...old,
+        data: old.data.map((i) => (i.id === interestId ? { ...i, pipelineStage: newStage } : i)),
+      };
+    });
 
     try {
       await apiFetch(`/api/v1/interests/${interestId}/stage`, {
         method: 'PATCH',
-        body: JSON.stringify({ pipelineStage: newStage }),
+        body: { pipelineStage: newStage },
       });
       queryClient.invalidateQueries({ queryKey: ['interests'] });
     } catch {