feat(post-audit): finish Phase 3 / 4 / 5 / 7 — remaining work

Phase 3 — EOI overrides (now ☑):
- Address override field with the same per-component input UX as the
  canonical address form (line1/line2/city/state/postal + ISO
  subdivision + CountryCombobox). Two-checkbox intent semantics
  identical to email/phone — useOnlyForThisEoi writes only to
  documents.override_client_address_* columns; setAsDefault promotes
  to the canonical client_addresses primary inside the override
  transaction; neither flag inserts a non-primary address row for
  future reuse. eoi-context route now returns available.addresses so
  the dialog can render the picker over existing rows.
- yachts.source_document_id backfill — yachts spawned via EOI run
  BEFORE generateAndSign creates the document row, so source_document_id
  stayed NULL. Mirrored the bounded-recent backfill pattern from
  contacts into persistDocumentOverrides for both client_addresses and
  yachts (every row inserted in the last 60s with NULL source_document_id
  and the right source flag gets attributed).
- Audit-log filter chips for the new verbs — eoi_field_override,
  promote_to_primary, eoi_spawn_yacht now appear in /admin/audit
  dropdown + get human labels in the card view.

Phase 4 — reminders inline section (now ☑):
- New <RemindersInline> shared component shows the 3-5 most recent
  open reminders for an entity. Mounted on Overview tab of yacht /
  client / interest detail. Empty state hints at the header button
  rather than duplicating it.

Phase 5 — email tone (now ☑ across all 8 templates):
- admin-email-change, crm-invite, inquiry-sales-notification,
  residential-inquiry — voice + sign-off match the 4 shipped earlier
  ("Dear X", "With warm regards, The {portName} Team", sentence-case
  subjects). Snapshot tests deferred — they'd need a 2nd-port fixture
  set up to catch port-name leaks; templates are correct in review.

Phase 7 — PDF editor (now ☑):
- 7.1 polish: unsaved-changes guard (beforeunload + "Unsaved changes"
  badge), ResizeObserver-driven responsive PDF width, required-tokens-
  unplaced indicator reading template.mergeFields.
- 7.2 drag-to-move with on-page clamping.
- 7.2 four-corner resize handles with min-size enforcement.
- 7.2 right-click context delete via onContextMenu.
- 7.2 multi-page navigation + per-page marker filter.
- 7.2 live preview endpoint POST /api/v1/document-templates/[id]/preview
  runs the in-app pdf-lib fill against the supplied interest, uploads
  to a transient previews/ key, returns a 15-min presigned URL.
- 7.2 new-PDF upload POST /api/v1/document-templates/[id]/source-pdf
  takes multipart FormData, magic-byte verifies %PDF-, parses page
  count via pdf-lib, swaps documentTemplates.sourceFileId. Editor
  warns when the new page count truncates the prior set.

Quality gates: 1374/1374 vitest, tsc clean, lint 0 errors.

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

docs/MASTER-PLAN-2026-05-18.md

@@ -905,16 +905,15 @@ Deferred:
   - ☑ Per-entity `[+ Reminder]` buttons on yacht / client / interest detail
     headers threading defaultYachtId / defaultClientId / defaultInterestId
   - ☐ Per-entity reminders LIST inline on detail pages (button exists; section TBD)
-- ◐ Phase 5 — Email-copy refactor (df1594d + 2026-05-18 PM)
+- ☑ Phase 5 — Email-copy refactor (df1594d + 2026-05-18 PM x3)
   - ☑ Per-port background URL — closes the last hard-coded portnimara.com asset
-  - ☑ 4/8 templates rewritten with luxury-port voice (portal-auth activation
+  - ☑ All 8 templates rewritten with luxury-port voice: portal-auth (activation +
-    - reset, inquiry-client-confirmation, notification-digest, document-signing
+    reset), inquiry-client-confirmation, notification-digest, document-signing,
-      sign-offs). Voice captured from old-CRM Nuxt repo `server/utils/
+    admin-email-change, crm-invite, inquiry-sales-notification, residential-inquiry.
-signature-notifications.ts` ("Dear X", "With warm regards, The
+    Voice: "Dear X", "With warm regards, The {portName} Team", subjects in
-      {portName} Team").
+    sentence case ("Thank you for…" not "Thank You For…").
-  - ☐ Remaining 4 templates: admin-email-change, crm-invite,
+  - ☐ Snapshot tests per template at port-nimara + 2nd test port (defer — would
-    inquiry-sales-notification, residential-inquiry
+    need a 2nd-port fixture set up; templates work in code review)
-  - ☐ Snapshot tests per template at port-nimara + 2nd test port
 - ◐ Phase 6 — IMAP bounce-to-interest linking (9f57868 + session 2026-05-18 PM)
   - ☑ Schema migration 0074: bounce_status/reason/detected_at on document_sends
   - ☑ Parser library `src/lib/email/bounce-parser.ts` (RFC 3464 + Outlook + OOO)
@@ -939,17 +938,27 @@ signature-notifications.ts` ("Dear X", "With warm regards, The
     envelope sender's mailbox (the SMTP user account), so pointing the
     poller at that single mailbox catches every automated-email bounce
     in one place.
-- ◐ Phase 7 — PDF template editor (9f57868 + 2026-05-18 PM)
+- ☑ Phase 7 — PDF template editor (9f57868 + 2026-05-18 PM x3)
   - ☑ FieldMap type definitions + Zod validators + page-count cross-validator
   - ☑ 7.1 scaffold — `/admin/templates/[id]/editor/page.tsx` + client-side
     `<TemplateEditor>` with react-pdf, click-to-place markers, token picker
-    from `VALID_MERGE_TOKENS`, save via PATCH to overlayPositions. Page 1
+    from `VALID_MERGE_TOKENS`, save via PATCH to overlayPositions.
-    only; add + delete markers supported.
+  - ☑ 7.1 polish — unsaved-changes guard (beforeunload + visual "Unsaved
-  - ☐ 7.1 polish: unsaved-changes guard, responsive PDF width,
+    changes" badge), responsive PDF width via ResizeObserver, required
-    "required tokens unplaced" indicator
+    tokens unplaced indicator that reads `template.mergeFields`.
-  - ☐ 7.2 Edit + preview (~1-2 weeks): drag/resize, live preview pane with
+  - ☑ 7.2 drag-to-move with on-page clamping; 4 corner resize handles
-    sample interest data, multi-page navigation, new-PDF upload (replace
+    (NW/NE/SW/SE) with min-size + on-page clamping.
-    source while preserving field map)
+  - ☑ 7.2 multi-page navigation (page picker + per-page marker filter).
+  - ☑ 7.2 right-click context delete (onContextMenu → preventDefault →
+    setMarkers filter).
+  - ☑ 7.2 live preview endpoint — `POST /api/v1/document-templates/[id]/preview`
+    accepts {interestId}, runs the same in-app pdf-lib fill, uploads to a
+    transient `previews/` storage key, returns a 15-minute presigned URL.
+  - ☑ 7.2 new-PDF upload — `POST /api/v1/document-templates/[id]/source-pdf`
+    accepts multipart FormData, magic-byte verifies %PDF-, parses page count
+    via pdf-lib, swaps `documentTemplates.sourceFileId` to the new files row.
+    Editor warns when new page count truncates the prior set so reps know
+    their markers on now-orphaned pages won't render.
 
 ---
 

src/app/api/v1/document-templates/[id]/preview/route.ts

@@ -0,0 +1,80 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+import { and, eq } from 'drizzle-orm';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { db } from '@/lib/db';
+import { documentTemplates } from '@/lib/db/schema/documents';
+import { errorResponse, NotFoundError, ValidationError } from '@/lib/errors';
+import { generateEoiPdfFromTemplate } from '@/lib/pdf/fill-eoi-form';
+import { buildEoiContext } from '@/lib/services/eoi-context';
+import { getStorageBackend, presignDownloadUrl } from '@/lib/storage';
+import { buildStoragePath } from '@/lib/minio';
+
+const previewBodySchema = z.object({
+  interestId: z.string().uuid(),
+  dimensionUnit: z.enum(['ft', 'm']).optional(),
+});
+
+/**
+ * Phase 7.2 — live preview endpoint for the PDF editor.
+ *
+ * Generates a transient EOI PDF against the supplied interest using the
+ * template's current source PDF + overlay markers, uploads it to a
+ * scratch storage key, and returns a 15-minute presigned download URL.
+ *
+ * The blob is intentionally not linked to a `files` row — preview PDFs
+ * are throwaway. The storage backend's lifecycle policy (TTL on
+ * `previews/` prefix) cleans them up; in dev the filesystem backend
+ * just accumulates them, which is acceptable for the editor workflow.
+ */
+export const POST = withAuth(
+  withPermission('documents', 'create', async (req, ctx, params) => {
+    try {
+      const body = await parseBody(req, previewBodySchema);
+
+      const template = await db.query.documentTemplates.findFirst({
+        where: and(eq(documentTemplates.id, params.id!), eq(documentTemplates.portId, ctx.portId)),
+      });
+      if (!template) throw new NotFoundError('Template');
+      if (template.templateType !== 'eoi') {
+        // Live preview is currently EOI-only — that's where the
+        // editor's overlay-positions flow into rendering. Other
+        // template types are deferred (no in-app fill yet).
+        throw new ValidationError(
+          `Live preview is only available for EOI templates (got "${template.templateType}").`,
+        );
+      }
+
+      const eoiContext = await buildEoiContext(body.interestId, ctx.portId);
+      const pdfBytes = await generateEoiPdfFromTemplate(eoiContext, {
+        dimensionUnit: body.dimensionUnit ?? eoiContext.yacht?.lengthUnit ?? 'ft',
+      });
+
+      const previewKey = buildStoragePath(
+        ctx.portSlug,
+        'previews',
+        'document-templates',
+        template.id,
+        `${crypto.randomUUID()}.pdf`,
+      );
+      const backend = await getStorageBackend();
+      const buffer = Buffer.from(pdfBytes);
+      await backend.put(previewKey, buffer, {
+        contentType: 'application/pdf',
+        sizeBytes: buffer.length,
+      });
+
+      const previewUrl = await presignDownloadUrl(
+        previewKey,
+        900,
+        `${template.name}.preview.pdf`,
+        ctx.portSlug,
+      );
+      return NextResponse.json({ data: { previewUrl } });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/document-templates/[id]/source-pdf/route.ts

@@ -0,0 +1,114 @@
+import { NextResponse } from 'next/server';
+import { and, eq } from 'drizzle-orm';
+import { PDFDocument } from 'pdf-lib';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { documentTemplates, files } from '@/lib/db/schema/documents';
+import { errorResponse, NotFoundError, ValidationError } from '@/lib/errors';
+import { buildStoragePath } from '@/lib/minio';
+import { getStorageBackend } from '@/lib/storage';
+import { env } from '@/lib/env';
+import { createAuditLog } from '@/lib/audit';
+
+const MAX_PDF_BYTES = 10 * 1024 * 1024;
+const PDF_MAGIC = Buffer.from([0x25, 0x50, 0x44, 0x46, 0x2d]); // "%PDF-"
+
+/**
+ * Phase 7.2 — replace the template's source PDF while preserving the
+ * field map. The existing `overlay_positions` is kept exactly as-is;
+ * the client warns when the new page count truncates the previous set
+ * (markers on now-orphaned pages are invisible at render time).
+ *
+ * Magic-byte (`%PDF-`) verified server-side so a non-PDF file (with a
+ * spoofed extension) can't sneak into the storage backend.
+ */
+export const POST = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx, params) => {
+    try {
+      const template = await db.query.documentTemplates.findFirst({
+        where: and(eq(documentTemplates.id, params.id!), eq(documentTemplates.portId, ctx.portId)),
+      });
+      if (!template) throw new NotFoundError('Template');
+
+      const form = await req.formData();
+      const file = form.get('file');
+      if (!file || typeof file === 'string') {
+        throw new ValidationError('Missing "file" field');
+      }
+      const arrayBuf = await file.arrayBuffer();
+      if (arrayBuf.byteLength > MAX_PDF_BYTES) {
+        throw new ValidationError(
+          `PDF exceeds the ${Math.floor(MAX_PDF_BYTES / 1024 / 1024)} MB cap`,
+        );
+      }
+      const buf = Buffer.from(arrayBuf);
+      if (buf.length < PDF_MAGIC.length || !buf.subarray(0, PDF_MAGIC.length).equals(PDF_MAGIC)) {
+        throw new ValidationError('Uploaded file does not look like a PDF (missing %PDF- header)');
+      }
+
+      // Resolve the page count so the client can surface a warning if
+      // the new PDF truncates the prior page set + orphaned markers
+      // exist. pdf-lib parses fully into memory but that's cheap for a
+      // sub-10MB editor source.
+      const pdfDoc = await PDFDocument.load(buf);
+      const pageCount = pdfDoc.getPageCount();
+
+      const fileId = crypto.randomUUID();
+      const storagePath = buildStoragePath(
+        ctx.portSlug,
+        'document-templates',
+        template.id,
+        fileId,
+        'pdf',
+      );
+      const backend = await getStorageBackend();
+      await backend.put(storagePath, buf, {
+        contentType: 'application/pdf',
+        sizeBytes: buf.length,
+      });
+
+      const [fileRecord] = await db
+        .insert(files)
+        .values({
+          portId: ctx.portId,
+          filename: `${template.name.toLowerCase().replace(/\s+/g, '-')}.pdf`,
+          originalName: file.name || `${template.name}.pdf`,
+          mimeType: 'application/pdf',
+          sizeBytes: String(buf.length),
+          storagePath,
+          storageBucket: env.MINIO_BUCKET,
+          category: 'eoi',
+          uploadedBy: ctx.userId,
+        })
+        .returning();
+
+      await db
+        .update(documentTemplates)
+        .set({ sourceFileId: fileRecord!.id, updatedAt: new Date() })
+        .where(eq(documentTemplates.id, template.id));
+
+      void createAuditLog({
+        userId: ctx.userId,
+        portId: ctx.portId,
+        action: 'update',
+        entityType: 'documentTemplate',
+        entityId: template.id,
+        metadata: {
+          action: 'replace_source_pdf',
+          fileId: fileRecord!.id,
+          pageCount,
+          sizeBytes: buf.length,
+        },
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+
+      return NextResponse.json({
+        data: { sourceFileId: fileRecord!.id, pageCount },
+      });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/interests/[id]/eoi-context/route.ts

@@ -4,7 +4,7 @@ import { and, desc, eq } from 'drizzle-orm';
 import { withAuth, withPermission } from '@/lib/api/helpers';
 import { db } from '@/lib/db';
 import { interests } from '@/lib/db/schema/interests';
-import { clientContacts } from '@/lib/db/schema/clients';
+import { clientAddresses, clientContacts } from '@/lib/db/schema/clients';
 import { errorResponse, NotFoundError } from '@/lib/errors';
 import { buildEoiContext } from '@/lib/services/eoi-context';
 
@@ -45,6 +45,21 @@ export const GET = withAuth(
         .where(eq(clientContacts.clientId, interest.clientId))
         .orderBy(desc(clientContacts.isPrimary), desc(clientContacts.updatedAt));
 
+      const addressRows = await db
+        .select({
+          id: clientAddresses.id,
+          streetAddress: clientAddresses.streetAddress,
+          city: clientAddresses.city,
+          subdivisionIso: clientAddresses.subdivisionIso,
+          postalCode: clientAddresses.postalCode,
+          countryIso: clientAddresses.countryIso,
+          isPrimary: clientAddresses.isPrimary,
+          source: clientAddresses.source,
+        })
+        .from(clientAddresses)
+        .where(eq(clientAddresses.clientId, interest.clientId))
+        .orderBy(desc(clientAddresses.isPrimary), desc(clientAddresses.updatedAt));
+
       const available = {
         emails: contactRows
           .filter((c) => c.channel === 'email')
@@ -58,6 +73,7 @@ export const GET = withAuth(
             channel: c.channel,
             source: c.source,
           })),
+        addresses: addressRows,
       };
 
       return NextResponse.json({ data: { ...context, available } });

src/components/admin/audit/audit-log-card.tsx

@@ -64,6 +64,9 @@ function actionVerb(action: string): string {
     merge: 'Merged',
     revert: 'Reverted',
     viewed: 'Viewed',
+    eoi_field_override: 'EOI field override',
+    promote_to_primary: 'Contact promoted',
+    eoi_spawn_yacht: 'EOI spawn yacht',
   };
   return map[action] ?? action.charAt(0).toUpperCase() + action.slice(1);
 }

src/components/admin/audit/audit-log-list.tsx

@@ -471,6 +471,9 @@ export function AuditLogList() {
               <SelectItem value="outcome_cleared">Outcome cleared</SelectItem>
               <SelectItem value="branding.logo.uploaded">Logo uploaded</SelectItem>
               <SelectItem value="branding.logo.archived">Logo archived</SelectItem>
+              <SelectItem value="eoi_field_override">EOI field override</SelectItem>
+              <SelectItem value="promote_to_primary">Contact promoted</SelectItem>
+              <SelectItem value="eoi_spawn_yacht">EOI spawn yacht</SelectItem>
             </SelectContent>
           </Select>
         </div>

src/components/admin/templates/template-editor.tsx

@@ -1,9 +1,9 @@
 'use client';
 
-import { useMemo, useRef, useState } from 'react';
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 import { useQuery, useQueryClient } from '@tanstack/react-query';
 import { Document, Page, pdfjs } from 'react-pdf';
-import { Loader2, Save, Trash2, X } from 'lucide-react';
+import { ChevronLeft, ChevronRight, Eye, Loader2, Save, Trash2, Upload, X } from 'lucide-react';
 
 import 'react-pdf/dist/Page/AnnotationLayer.css';
 import 'react-pdf/dist/Page/TextLayer.css';
@@ -36,6 +36,10 @@ interface TemplateData {
   templateFormat: string;
   sourceFileId: string | null;
   overlayPositions: FieldMap | null;
+  /** Tokens marked as required for the EOI flow — see
+   *  STANDARD_EOI_MERGE_FIELDS in lib/templates/merge-fields. The editor
+   *  surfaces a checklist of which required tokens are still unplaced. */
+  mergeFields?: string[] | null;
 }
 
 interface PendingMarker {
@@ -44,19 +48,41 @@ interface PendingMarker {
   page: number;
 }
 
+type DragKind = 'move' | 'resize-nw' | 'resize-ne' | 'resize-sw' | 'resize-se';
+
+interface DragState {
+  index: number;
+  kind: DragKind;
+  startMarkerX: number;
+  startMarkerY: number;
+  startMarkerW: number;
+  startMarkerH: number;
+  startClientX: number;
+  startClientY: number;
+  containerW: number;
+  containerH: number;
+}
+
 const TOKEN_OPTIONS = Array.from(VALID_MERGE_TOKENS).sort();
 const DEFAULT_MARKER_W = 0.18;
 const DEFAULT_MARKER_H = 0.04;
+const MIN_MARKER_DIM = 0.02;
 
 /**
- * Phase 7.1 — page-1 PDF marker editor. Click anywhere on the rendered
+ * Phase 7.1 + 7.2 — PDF marker editor.
- * PDF to drop a marker, pick which merge token it represents, save.
  *
- * Scope intentionally narrow:
+ *  - Click anywhere to drop a marker (page-aware).
- *  - Page 1 only (multi-page page-picker is a 7.2 ticket).
+ *  - Drag markers to move; corner handles to resize.
- *  - Add + delete markers; drag-to-move + corner-resize defer to 7.2.
+ *  - Right-click for context-menu delete.
- *  - Coordinates stored as percent of page width/height so a future
+ *  - Multi-page navigation via page picker.
- *    page-size swap (A4 ↔ Letter) doesn't shift placements.
+ *  - "Required tokens unplaced" checklist surfaces missing fields.
+ *  - Unsaved-changes guard (beforeunload + visual diff indicator).
+ *  - Responsive PDF width tracks the container via ResizeObserver.
+ *  - Live preview pane renders the AcroForm fill against a chosen
+ *    interest via POST /api/v1/document-templates/[id]/preview.
+ *  - "Replace PDF" reuses the existing template-templates source-file
+ *    upload route while preserving the field map (warn on page-count
+ *    change).
  */
 export function TemplateEditor({ templateId }: { templateId: string }) {
   const { data: template, isLoading } = useQuery<{ data: TemplateData }>({
@@ -73,10 +99,9 @@ export function TemplateEditor({ templateId }: { templateId: string }) {
     );
   }
 
-  // Inner body keyed by templateId so a route change re-mounts and
+  // Inner body keyed by templateId so a route change re-mounts and the
-  // the markers useState initializer re-reads the server payload.
+  // markers useState initializer re-reads the server payload, avoiding
-  // Avoids the in-render setState pattern (React anti-pattern) that
+  // an in-render setState pattern to seed from the query.
-  // a single component would otherwise need to seed from the query.
   return <TemplateEditorBody key={templateId} templateId={templateId} template={template.data} />;
 }
 
@@ -89,22 +114,73 @@ function TemplateEditorBody({
 }) {
   const qc = useQueryClient();
   const [markers, setMarkers] = useState<FieldMap>(template.overlayPositions ?? []);
+  // Track the "last saved" baseline as state (not a ref) so the dirty
+  // check re-runs on save. React Compiler forbids reading refs during
+  // render, and the isDirty memo needs a stable baseline that updates
+  // exactly when we commit a save.
+  const [savedMarkers, setSavedMarkers] = useState<FieldMap>(template.overlayPositions ?? []);
   const [pending, setPending] = useState<PendingMarker | null>(null);
   const [pendingToken, setPendingToken] = useState<string>('');
   const [saving, setSaving] = useState(false);
   const [savedMsg, setSavedMsg] = useState<string | null>(null);
+  const [pageNumber, setPageNumber] = useState(1);
+  const [numPages, setNumPages] = useState<number | null>(null);
+  const [pageWidth, setPageWidth] = useState(680);
+  const [dragState, setDragState] = useState<DragState | null>(null);
+  const [previewUrl, setPreviewUrl] = useState<string | null>(null);
+  const [previewLoading, setPreviewLoading] = useState(false);
+  const [previewInterestId, setPreviewInterestId] = useState<string>('');
   const pageContainerRef = useRef<HTMLDivElement | null>(null);
+  const outerColumnRef = useRef<HTMLDivElement | null>(null);
+  const fileInputRef = useRef<HTMLInputElement | null>(null);
 
   const pdfUrl = template.sourceFileId ? `/api/v1/files/${template.sourceFileId}/preview` : null;
 
+  // ─── Unsaved changes detection ────────────────────────────────────────────
+  const isDirty = useMemo(
+    () => JSON.stringify(markers) !== JSON.stringify(savedMarkers),
+    [markers, savedMarkers],
+  );
+  useEffect(() => {
+    if (!isDirty) return;
+    const handler = (e: BeforeUnloadEvent) => {
+      e.preventDefault();
+      // Modern browsers ignore the returnValue string and show their own
+      // generic "you have unsaved changes" prompt — setting it still
+      // triggers the prompt, just without our wording.
+      e.returnValue = '';
+    };
+    window.addEventListener('beforeunload', handler);
+    return () => window.removeEventListener('beforeunload', handler);
+  }, [isDirty]);
+
+  // ─── Responsive PDF width ─────────────────────────────────────────────────
+  useEffect(() => {
+    const el = outerColumnRef.current;
+    if (!el) return;
+    const ro = new ResizeObserver((entries) => {
+      const w = entries[0]?.contentRect.width ?? 680;
+      // Subtract Card padding/border so the PDF doesn't overshoot the
+      // container. 32 = px-4 (16) × 2.
+      setPageWidth(Math.max(360, Math.floor(w - 32)));
+    });
+    ro.observe(el);
+    return () => ro.disconnect();
+  }, []);
+
+  // ─── Click-to-place (only when not dragging) ──────────────────────────────
   function handlePageClick(e: React.MouseEvent<HTMLDivElement>) {
+    if (dragState) return; // drag in progress; ignore click
     const container = pageContainerRef.current;
     if (!container) return;
+    // Ignore clicks bubbling from a marker (handled by its own onClick).
+    const target = e.target as HTMLElement;
+    if (target.dataset.markerHandle === 'true') return;
     const rect = container.getBoundingClientRect();
     const x = (e.clientX - rect.left) / rect.width;
     const y = (e.clientY - rect.top) / rect.height;
     if (x < 0 || x > 1 || y < 0 || y > 1) return;
-    setPending({ x, y, page: 1 });
+    setPending({ x, y, page: pageNumber });
     setPendingToken(TOKEN_OPTIONS[0] ?? '');
   }
 
@@ -132,6 +208,98 @@ function TemplateEditorBody({
     setMarkers((m) => m.filter((_, i) => i !== index));
   }
 
+  // ─── Drag + resize ────────────────────────────────────────────────────────
+  const onMarkerMouseDown = useCallback(
+    (index: number, kind: DragKind) => (e: React.MouseEvent<HTMLDivElement>) => {
+      e.stopPropagation();
+      e.preventDefault();
+      const container = pageContainerRef.current;
+      if (!container) return;
+      const rect = container.getBoundingClientRect();
+      const m = markers[index];
+      if (!m) return;
+      setDragState({
+        index,
+        kind,
+        startMarkerX: m.x,
+        startMarkerY: m.y,
+        startMarkerW: m.w ?? DEFAULT_MARKER_W,
+        startMarkerH: m.h ?? DEFAULT_MARKER_H,
+        startClientX: e.clientX,
+        startClientY: e.clientY,
+        containerW: rect.width,
+        containerH: rect.height,
+      });
+    },
+    [markers],
+  );
+
+  useEffect(() => {
+    if (!dragState) return;
+    function onMove(e: MouseEvent) {
+      if (!dragState) return;
+      const dxPct = (e.clientX - dragState.startClientX) / dragState.containerW;
+      const dyPct = (e.clientY - dragState.startClientY) / dragState.containerH;
+      setMarkers((current) => {
+        const next = current.slice();
+        const m = next[dragState.index];
+        if (!m) return current;
+        const w = m.w ?? DEFAULT_MARKER_W;
+        const h = m.h ?? DEFAULT_MARKER_H;
+        if (dragState.kind === 'move') {
+          // Clamp so the box stays fully on-page.
+          next[dragState.index] = {
+            ...m,
+            x: clamp(dragState.startMarkerX + dxPct, 0, 1 - w),
+            y: clamp(dragState.startMarkerY + dyPct, 0, 1 - h),
+          };
+        } else {
+          // Resize from a specific corner; the opposing corner stays
+          // pinned, so x/y/w/h all change for NW (drag the top-left
+          // corner: x and y increase by the delta, w and h decrease by it).
+          let nx = dragState.startMarkerX;
+          let ny = dragState.startMarkerY;
+          let nw = dragState.startMarkerW;
+          let nh = dragState.startMarkerH;
+          if (dragState.kind === 'resize-nw') {
+            nx = dragState.startMarkerX + dxPct;
+            ny = dragState.startMarkerY + dyPct;
+            nw = dragState.startMarkerW - dxPct;
+            nh = dragState.startMarkerH - dyPct;
+          } else if (dragState.kind === 'resize-ne') {
+            ny = dragState.startMarkerY + dyPct;
+            nw = dragState.startMarkerW + dxPct;
+            nh = dragState.startMarkerH - dyPct;
+          } else if (dragState.kind === 'resize-sw') {
+            nx = dragState.startMarkerX + dxPct;
+            nw = dragState.startMarkerW - dxPct;
+            nh = dragState.startMarkerH + dyPct;
+          } else if (dragState.kind === 'resize-se') {
+            nw = dragState.startMarkerW + dxPct;
+            nh = dragState.startMarkerH + dyPct;
+          }
+          // Enforce min size + clamp so the box stays on-page.
+          nw = Math.max(MIN_MARKER_DIM, Math.min(1, nw));
+          nh = Math.max(MIN_MARKER_DIM, Math.min(1, nh));
+          nx = clamp(nx, 0, 1 - nw);
+          ny = clamp(ny, 0, 1 - nh);
+          next[dragState.index] = { ...m, x: nx, y: ny, w: nw, h: nh };
+        }
+        return next;
+      });
+    }
+    function onUp() {
+      setDragState(null);
+    }
+    window.addEventListener('mousemove', onMove);
+    window.addEventListener('mouseup', onUp);
+    return () => {
+      window.removeEventListener('mousemove', onMove);
+      window.removeEventListener('mouseup', onUp);
+    };
+  }, [dragState]);
+
+  // ─── Save ────────────────────────────────────────────────────────────────
   async function save() {
     setSaving(true);
     setSavedMsg(null);
@@ -140,6 +308,7 @@ function TemplateEditorBody({
         method: 'PATCH',
         body: { overlayPositions: markers },
       });
+      setSavedMarkers(markers);
       await qc.invalidateQueries({ queryKey: ['document-template', templateId] });
       setSavedMsg('Markers saved.');
     } catch (err) {
@@ -149,7 +318,66 @@ function TemplateEditorBody({
     }
   }
 
-  const visibleMarkers = useMemo(() => markers.filter((m) => m.page === 1), [markers]);
+  // ─── Preview ─────────────────────────────────────────────────────────────
+  async function generatePreview() {
+    if (!previewInterestId) {
+      toastError(new Error('Pick an interest to preview against.'));
+      return;
+    }
+    setPreviewLoading(true);
+    try {
+      const res = await apiFetch<{ data: { previewUrl: string } }>(
+        `/api/v1/document-templates/${templateId}/preview`,
+        { method: 'POST', body: { interestId: previewInterestId } },
+      );
+      setPreviewUrl(res.data.previewUrl);
+    } catch (err) {
+      toastError(err);
+    } finally {
+      setPreviewLoading(false);
+    }
+  }
+
+  // ─── New-PDF upload (replace source) ─────────────────────────────────────
+  async function onReplacePdf(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    if (!file) return;
+    try {
+      const fd = new FormData();
+      fd.append('file', file);
+      const res = await fetch(`/api/v1/document-templates/${templateId}/source-pdf`, {
+        method: 'POST',
+        body: fd,
+      });
+      if (!res.ok) throw new Error((await res.text()) || 'Upload failed');
+      const json = (await res.json()) as { data?: { pageCount?: number } };
+      const newPageCount = json.data?.pageCount;
+      if (newPageCount && numPages && newPageCount < numPages) {
+        toastError(
+          new Error(
+            `New PDF has ${newPageCount} pages; the previous source had ${numPages}. Markers on pages ${newPageCount + 1}–${numPages} are now orphaned and won't render.`,
+          ),
+        );
+      }
+      await qc.invalidateQueries({ queryKey: ['document-template', templateId] });
+    } catch (err) {
+      toastError(err);
+    } finally {
+      if (fileInputRef.current) fileInputRef.current.value = '';
+    }
+  }
+
+  // ─── Derived state ────────────────────────────────────────────────────────
+  const visibleMarkers = useMemo(
+    () =>
+      markers
+        .map((m, i) => ({ marker: m, index: i }))
+        .filter((row) => row.marker.page === pageNumber),
+    [markers, pageNumber],
+  );
+  const placedTokens = useMemo(() => new Set(markers.map((m) => m.token)), [markers]);
+  const requiredTokens = template.mergeFields ?? [];
+  const unplacedRequired = requiredTokens.filter((t) => !placedTokens.has(t));
 
   if (!pdfUrl) {
     return (
@@ -160,8 +388,19 @@ function TemplateEditorBody({
         />
         <Card>
           <CardContent className="py-10 text-center text-sm text-muted-foreground">
-            This template has no source PDF attached. Upload one from the template list before
+            This template has no source PDF attached. Upload one to get started.
-            opening the editor.
+            <div className="mt-4">
+              <Button onClick={() => fileInputRef.current?.click()}>
+                <Upload className="mr-1.5 h-4 w-4" /> Upload PDF
+              </Button>
+              <input
+                ref={fileInputRef}
+                type="file"
+                accept="application/pdf"
+                className="hidden"
+                onChange={onReplacePdf}
+              />
+            </div>
           </CardContent>
         </Card>
       </div>
@@ -172,77 +411,119 @@ function TemplateEditorBody({
     <div className="space-y-4">
       <PageHeader
         title={`Edit "${template.name}"`}
-        description="Click anywhere on the page to drop a merge-field marker. Phase 1: page 1, click-to-place. Drag/resize/preview lands later."
+        description="Click to drop markers · drag to move · corner handles to resize · right-click to delete."
+        actions={
+          <div className="flex items-center gap-2">
+            {isDirty ? (
+              <span className="text-xs text-amber-700 font-medium">Unsaved changes</span>
+            ) : null}
+            <Button variant="outline" size="sm" onClick={() => fileInputRef.current?.click()}>
+              <Upload className="mr-1.5 h-3.5 w-3.5" /> Replace PDF
+            </Button>
+            <input
+              ref={fileInputRef}
+              type="file"
+              accept="application/pdf"
+              className="hidden"
+              onChange={onReplacePdf}
+            />
+            <Button onClick={save} disabled={saving || !isDirty}>
+              <Save className="mr-1.5 h-4 w-4" />
+              {saving ? 'Saving…' : 'Save'}
+            </Button>
+          </div>
+        }
       />
 
+      {savedMsg ? <p className="text-xs text-emerald-700">{savedMsg}</p> : null}
+
       <div className="grid gap-4 lg:grid-cols-[1fr_320px]">
-        <Card>
+        <div ref={outerColumnRef}>
-          <CardHeader className="pb-2">
+          <Card>
-            <CardTitle className="text-sm">Page 1</CardTitle>
+            <CardHeader className="pb-2">
-          </CardHeader>
+              <div className="flex items-center justify-between gap-2">
-          <CardContent>
+                <CardTitle className="text-sm">
-            {/* Wrapper carries the click handler. react-pdf renders the
+                  Page {pageNumber}
-                actual page inside; we overlay markers as positioned
+                  {numPages ? ` / ${numPages}` : ''}
-                divs using the same percent coordinates the server-side
+                </CardTitle>
-                fill path consumes. */}
+                {numPages && numPages > 1 ? (
-            <div
+                  <div className="flex items-center gap-1">
-              ref={pageContainerRef}
+                    <Button
-              onClick={handlePageClick}
+                      size="icon"
-              className="relative inline-block cursor-crosshair select-none"
+                      variant="ghost"
-            >
+                      onClick={() => setPageNumber((p) => Math.max(1, p - 1))}
-              <Document
+                      disabled={pageNumber <= 1}
-                file={pdfUrl}
+                      aria-label="Previous page"
-                loading={
+                    >
-                  <div className="flex items-center gap-2 p-6 text-sm text-muted-foreground">
+                      <ChevronLeft className="h-4 w-4" />
-                    <Loader2 className="h-4 w-4 animate-spin" />
+                    </Button>
-                    Loading PDF…
+                    <Button
+                      size="icon"
+                      variant="ghost"
+                      onClick={() => setPageNumber((p) => Math.min(numPages, p + 1))}
+                      disabled={pageNumber >= numPages}
+                      aria-label="Next page"
+                    >
+                      <ChevronRight className="h-4 w-4" />
+                    </Button>
                   </div>
-                }
+                ) : null}
-                onLoadError={(err) => {
+              </div>
-                  // Surface load errors via toast rather than blowing up
+            </CardHeader>
-                  // — a bad source PDF shouldn't crash the editor shell.
+            <CardContent>
-                  toastError(err);
+              <div
-                }}
+                ref={pageContainerRef}
+                onClick={handlePageClick}
+                className="relative inline-block cursor-crosshair select-none"
               >
-                <Page
+                <Document
-                  pageNumber={1}
+                  file={pdfUrl}
-                  width={680}
+                  onLoadSuccess={({ numPages: n }) => setNumPages(n)}
-                  renderAnnotationLayer={false}
+                  loading={
-                  renderTextLayer={false}
+                    <div className="flex items-center gap-2 p-6 text-sm text-muted-foreground">
-                />
+                      <Loader2 className="h-4 w-4 animate-spin" />
-              </Document>
+                      Loading PDF…
-
+                    </div>
-              {visibleMarkers.map((m, i) => (
+                  }
-                <div
+                  onLoadError={(err) => toastError(err)}
-                  key={i}
-                  style={{
-                    position: 'absolute',
-                    left: `${m.x * 100}%`,
-                    top: `${m.y * 100}%`,
-                    width: `${(m.w ?? DEFAULT_MARKER_W) * 100}%`,
-                    height: `${(m.h ?? DEFAULT_MARKER_H) * 100}%`,
-                  }}
-                  className="pointer-events-none rounded border-2 border-primary/70 bg-primary/15 px-1 py-0.5 text-[10px] font-medium text-primary"
                 >
-                  {m.token}
+                  <Page
-                </div>
+                    pageNumber={pageNumber}
-              ))}
+                    width={pageWidth}
+                    renderAnnotationLayer={false}
+                    renderTextLayer={false}
+                  />
+                </Document>
 
-              {pending ? (
+                {visibleMarkers.map(({ marker, index }) => (
-                <div
+                  <MarkerOverlay
-                  style={{
+                    key={index}
-                    position: 'absolute',
+                    marker={marker}
-                    left: `${pending.x * 100}%`,
+                    onMouseDown={onMarkerMouseDown(index, 'move')}
-                    top: `${pending.y * 100}%`,
+                    onResize={(kind) => onMarkerMouseDown(index, kind)}
-                    width: `${DEFAULT_MARKER_W * 100}%`,
+                    onContextMenu={(e) => {
-                    height: `${DEFAULT_MARKER_H * 100}%`,
+                      e.preventDefault();
-                  }}
+                      removeMarker(index);
-                  className="pointer-events-none rounded border-2 border-amber-500 bg-amber-500/15"
+                    }}
-                />
+                  />
-              ) : null}
+                ))}
-            </div>
+
-          </CardContent>
+                {pending && pending.page === pageNumber ? (
-        </Card>
+                  <div
+                    style={{
+                      position: 'absolute',
+                      left: `${pending.x * 100}%`,
+                      top: `${pending.y * 100}%`,
+                      width: `${DEFAULT_MARKER_W * 100}%`,
+                      height: `${DEFAULT_MARKER_H * 100}%`,
+                    }}
+                    className="pointer-events-none rounded border-2 border-amber-500 bg-amber-500/15"
+                  />
+                ) : null}
+              </div>
+            </CardContent>
+          </Card>
+        </div>
 
         <div className="space-y-4">
           {pending ? (
@@ -278,9 +559,30 @@ function TemplateEditorBody({
             </Card>
           ) : null}
 
+          {unplacedRequired.length > 0 ? (
+            <Card>
+              <CardHeader className="pb-2">
+                <CardTitle className="text-sm text-amber-700">
+                  Required tokens unplaced ({unplacedRequired.length})
+                </CardTitle>
+              </CardHeader>
+              <CardContent>
+                <ul className="space-y-1 text-xs">
+                  {unplacedRequired.map((t) => (
+                    <li key={t} className="font-mono text-amber-900">
+                      {t}
+                    </li>
+                  ))}
+                </ul>
+              </CardContent>
+            </Card>
+          ) : null}
+
           <Card>
             <CardHeader className="pb-2">
-              <CardTitle className="text-sm">Markers ({visibleMarkers.length})</CardTitle>
+              <CardTitle className="text-sm">
+                Markers on page {pageNumber} ({visibleMarkers.length})
+              </CardTitle>
             </CardHeader>
             <CardContent className="space-y-2">
               {visibleMarkers.length === 0 ? (
@@ -288,17 +590,17 @@ function TemplateEditorBody({
                   Click on the PDF to drop your first marker.
                 </p>
               ) : (
-                visibleMarkers.map((m, i) => (
+                visibleMarkers.map(({ marker, index }) => (
                   <div
-                    key={i}
+                    key={index}
                     className="flex items-center justify-between gap-2 rounded border px-2 py-1 text-xs"
                   >
-                    <span className="font-mono">{m.token}</span>
+                    <span className="font-mono">{marker.token}</span>
                     <button
                       type="button"
-                      onClick={() => removeMarker(markers.indexOf(m))}
+                      onClick={() => removeMarker(index)}
                       className="text-muted-foreground hover:text-destructive"
-                      aria-label={`Remove ${m.token} marker`}
+                      aria-label={`Remove ${marker.token} marker`}
                     >
                       <Trash2 className="h-3.5 w-3.5" />
                     </button>
@@ -308,13 +610,109 @@ function TemplateEditorBody({
             </CardContent>
           </Card>
 
-          <Button onClick={save} disabled={saving} className="w-full">
+          <Card>
-            <Save className="mr-1.5 h-4 w-4" />
+            <CardHeader className="pb-2">
-            {saving ? 'Saving…' : 'Save markers'}
+              <CardTitle className="text-sm flex items-center gap-1">
-          </Button>
+                <Eye className="h-3.5 w-3.5" /> Live preview
-          {savedMsg ? <p className="text-center text-xs text-emerald-700">{savedMsg}</p> : null}
+              </CardTitle>
+            </CardHeader>
+            <CardContent className="space-y-2">
+              <Label className="text-xs">Interest ID</Label>
+              <input
+                type="text"
+                value={previewInterestId}
+                onChange={(e) => setPreviewInterestId(e.target.value)}
+                placeholder="Paste an interest UUID"
+                className="w-full rounded-md border bg-background px-2 py-1 text-xs"
+              />
+              <Button
+                size="sm"
+                variant="outline"
+                onClick={generatePreview}
+                disabled={previewLoading || !previewInterestId}
+                className="w-full"
+              >
+                {previewLoading ? 'Rendering…' : 'Render preview'}
+              </Button>
+              {previewUrl ? (
+                <a
+                  href={previewUrl}
+                  target="_blank"
+                  rel="noreferrer"
+                  className="block text-center text-xs text-primary hover:underline"
+                >
+                  Open preview PDF
+                </a>
+              ) : null}
+            </CardContent>
+          </Card>
         </div>
       </div>
     </div>
   );
 }
+
+function clamp(v: number, lo: number, hi: number): number {
+  return Math.min(hi, Math.max(lo, v));
+}
+
+function MarkerOverlay({
+  marker,
+  onMouseDown,
+  onResize,
+  onContextMenu,
+}: {
+  marker: FieldMapEntry;
+  onMouseDown: (e: React.MouseEvent<HTMLDivElement>) => void;
+  onResize: (kind: DragKind) => (e: React.MouseEvent<HTMLDivElement>) => void;
+  onContextMenu: (e: React.MouseEvent<HTMLDivElement>) => void;
+}) {
+  const corners: Array<{ kind: DragKind; pos: string; cursor: string }> = [
+    {
+      kind: 'resize-nw',
+      pos: 'top-0 left-0 -translate-x-1/2 -translate-y-1/2',
+      cursor: 'nwse-resize',
+    },
+    {
+      kind: 'resize-ne',
+      pos: 'top-0 right-0 translate-x-1/2 -translate-y-1/2',
+      cursor: 'nesw-resize',
+    },
+    {
+      kind: 'resize-sw',
+      pos: 'bottom-0 left-0 -translate-x-1/2 translate-y-1/2',
+      cursor: 'nesw-resize',
+    },
+    {
+      kind: 'resize-se',
+      pos: 'bottom-0 right-0 translate-x-1/2 translate-y-1/2',
+      cursor: 'nwse-resize',
+    },
+  ];
+  return (
+    <div
+      data-marker-handle="true"
+      style={{
+        position: 'absolute',
+        left: `${marker.x * 100}%`,
+        top: `${marker.y * 100}%`,
+        width: `${(marker.w ?? DEFAULT_MARKER_W) * 100}%`,
+        height: `${(marker.h ?? DEFAULT_MARKER_H) * 100}%`,
+      }}
+      className="cursor-move rounded border-2 border-primary/70 bg-primary/15 px-1 py-0.5 text-[10px] font-medium text-primary"
+      onMouseDown={onMouseDown}
+      onContextMenu={onContextMenu}
+    >
+      <span className="pointer-events-none select-none">{marker.token}</span>
+      {corners.map((c) => (
+        <div
+          key={c.kind}
+          data-marker-handle="true"
+          onMouseDown={onResize(c.kind)}
+          className={`absolute h-2 w-2 rounded-sm bg-primary ${c.pos}`}
+          style={{ cursor: c.cursor }}
+        />
+      ))}
+    </div>
+  );
+}

src/components/clients/client-tabs.tsx

@@ -6,6 +6,7 @@ import type { DetailTab } from '@/components/shared/detail-layout';
 import { InlineEditableField } from '@/components/shared/inline-editable-field';
 import { InlineCountryField } from '@/components/shared/inline-country-field';
 import { InlineTimezoneField } from '@/components/shared/inline-timezone-field';
+import { RemindersInline } from '@/components/reminders/reminders-inline';
 import { primaryTimezoneFor } from '@/lib/i18n/timezones';
 import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
 import { NotesList } from '@/components/shared/notes-list';
@@ -225,6 +226,8 @@ function OverviewTab({
           currentTags={client.tags ?? []}
           invalidateKey={['clients', clientId]}
         />
+
+        <RemindersInline clientId={clientId} />
       </div>
     </div>
   );

src/components/documents/eoi-generate-dialog.tsx

@@ -94,6 +94,16 @@ interface EoiContextResponse {
         channel: 'phone' | 'whatsapp';
         source: string;
       }>;
+      addresses: Array<{
+        id: string;
+        streetAddress: string | null;
+        city: string | null;
+        subdivisionIso: string | null;
+        postalCode: string | null;
+        countryIso: string | null;
+        isPrimary: boolean;
+        source: string;
+      }>;
     };
   };
 }
@@ -114,6 +124,24 @@ interface FieldOverrideState {
   setAsDefault: boolean;
 }
 
+/**
+ * Phase 3 follow-up — address override state. Treated as one logical
+ * field with one pair of checkboxes (intent flags apply to the whole
+ * address rather than per-component).
+ */
+interface AddressOverrideState {
+  line1: string;
+  line2: string;
+  city: string;
+  subdivisionIso: string;
+  postalCode: string;
+  countryIso: string | null;
+  /** Existing client_addresses.id when the rep picked one; null = fresh. */
+  addressId: string | null;
+  useOnlyForThisEoi: boolean;
+  setAsDefault: boolean;
+}
+
 interface EoiGenerateDialogProps {
   interestId: string;
   /** Used to wire the "Edit on client" deep-link inside the dialog. */
@@ -155,6 +183,7 @@ export function EoiGenerateDialog({
   const [emailOverride, setEmailOverride] = useState<FieldOverrideState | null>(null);
   const [phoneOverride, setPhoneOverride] = useState<FieldOverrideState | null>(null);
   const [yachtNameOverride, setYachtNameOverride] = useState<FieldOverrideState | null>(null);
+  const [addressOverride, setAddressOverride] = useState<AddressOverrideState | null>(null);
   // Phase 3c — yacht spawn flow.
   const [yachtSpawnOpen, setYachtSpawnOpen] = useState(false);
 
@@ -309,24 +338,9 @@ export function EoiGenerateDialog({
             placeholder: 'Full legal name',
           },
         },
-        {
+        // Address moved out to <OverridableAddressField> below so it can
-          key: 'address',
+        // surface the per-component combobox + 2 checkboxes alongside
-          // Mirrors the rendered EOI Address field exactly so the rep sees
+        // the canonical preview.
-          // what's going to appear on the document.
-          label: 'Address',
-          value: ctx.client.address
-            ? [
-                ctx.client.address.street,
-                ctx.client.address.city,
-                ctx.client.address.subdivision,
-                ctx.client.address.postalCode,
-                ctx.client.address.countryIso,
-              ]
-                .filter(Boolean)
-                .join(', ')
-            : null,
-          present: !!ctx.client.address,
-        },
       ]
     : [];
 
@@ -365,8 +379,18 @@ export function EoiGenerateDialog({
     : [];
 
   const emailPresent = ctx ? !!(emailOverride?.value ?? ctx.client.primaryEmail) : false;
+  // Address is now required-via-override-field; either the canonical
+  // address exists, OR the rep has typed line1+country in the override.
+  const addressPresent = ctx
+    ? !!(addressOverride && addressOverride.line1 && addressOverride.countryIso) ||
+      !!ctx.client.address
+    : false;
   const requiredMet =
-    !!ctx && required.length > 0 && required.every((r) => r.present) && emailPresent;
+    !!ctx &&
+    required.length > 0 &&
+    required.every((r) => r.present) &&
+    emailPresent &&
+    addressPresent;
 
   async function handleGenerate() {
     if (!requiredMet) return;
@@ -387,12 +411,31 @@ export function EoiGenerateDialog({
               ...(s.contactId ? { contactId: s.contactId } : {}),
             }
           : undefined;
+      const addressPayload =
+        addressOverride && addressOverride.line1 && addressOverride.countryIso
+          ? {
+              line1: addressOverride.line1,
+              line2: addressOverride.line2 || undefined,
+              city: addressOverride.city || undefined,
+              subdivisionIso: addressOverride.subdivisionIso || undefined,
+              postalCode: addressOverride.postalCode || undefined,
+              countryIso: addressOverride.countryIso,
+              useOnlyForThisEoi: addressOverride.useOnlyForThisEoi,
+              setAsDefault: addressOverride.setAsDefault,
+              ...(addressOverride.addressId ? { addressId: addressOverride.addressId } : {}),
+            }
+          : undefined;
       const overrides = {
         clientEmail: overridePayload(emailOverride),
         clientPhone: overridePayload(phoneOverride),
         yachtName: overridePayload(yachtNameOverride),
+        clientAddress: addressPayload,
       };
-      const hasAnyOverride = overrides.clientEmail || overrides.clientPhone || overrides.yachtName;
+      const hasAnyOverride =
+        overrides.clientEmail ||
+        overrides.clientPhone ||
+        overrides.yachtName ||
+        overrides.clientAddress;
 
       await apiFetch(url, {
         method: 'POST',
@@ -497,6 +540,16 @@ export function EoiGenerateDialog({
                     onChange={setEmailOverride}
                     missing={!emailPresent}
                   />
+                  <OverridableAddressField
+                    canonical={ctx.client.address}
+                    canonicalAddressId={
+                      ctx.available.addresses.find((a) => a.isPrimary)?.id ?? null
+                    }
+                    options={ctx.available.addresses}
+                    override={addressOverride}
+                    onChange={setAddressOverride}
+                    missing={!addressPresent}
+                  />
                 </dl>
               </div>
               <div className="space-y-1 border-t pt-2">
@@ -1098,3 +1151,276 @@ function OverridableContactField({
     </div>
   );
 }
+
+/**
+ * Phase 3 follow-up — address override row. Treats the address as one
+ * logical field with one pair of checkboxes (master-plan decision:
+ * reps think about addresses all-or-nothing). The per-component input
+ * UX mirrors the canonical address form (separate fields per
+ * line/city/state/postal/country + CountryCombobox) so reps don't
+ * relearn an input pattern.
+ */
+function OverridableAddressField({
+  canonical,
+  canonicalAddressId,
+  options,
+  override,
+  onChange,
+  missing,
+}: {
+  canonical: {
+    street: string;
+    city: string;
+    subdivision: string;
+    postalCode: string;
+    countryIso: string;
+  } | null;
+  canonicalAddressId: string | null;
+  options: Array<{
+    id: string;
+    streetAddress: string | null;
+    city: string | null;
+    subdivisionIso: string | null;
+    postalCode: string | null;
+    countryIso: string | null;
+    isPrimary: boolean;
+  }>;
+  override: AddressOverrideState | null;
+  onChange: (next: AddressOverrideState | null) => void;
+  missing?: boolean;
+}) {
+  const [expanded, setExpanded] = useState(false);
+
+  const canonicalSummary = canonical
+    ? [
+        canonical.street,
+        canonical.city,
+        canonical.subdivision,
+        canonical.postalCode,
+        canonical.countryIso,
+      ]
+        .filter(Boolean)
+        .join(', ')
+    : null;
+
+  const effectiveSummary = override
+    ? [
+        override.line1,
+        override.line2,
+        override.city,
+        override.subdivisionIso,
+        override.postalCode,
+        override.countryIso,
+      ]
+        .filter(Boolean)
+        .join(', ')
+    : canonicalSummary;
+
+  const selectValue = override?.addressId ?? (override ? '__manual__' : '__canonical__');
+
+  const fillFromOption = (id: string) => {
+    const picked = options.find((o) => o.id === id);
+    if (!picked) return;
+    onChange({
+      line1: picked.streetAddress ?? '',
+      line2: '',
+      city: picked.city ?? '',
+      subdivisionIso: picked.subdivisionIso ?? '',
+      postalCode: picked.postalCode ?? '',
+      countryIso: picked.countryIso,
+      addressId: picked.id,
+      useOnlyForThisEoi: override?.useOnlyForThisEoi ?? false,
+      setAsDefault: override?.setAsDefault ?? false,
+    });
+  };
+
+  const updateOverride = (patch: Partial<AddressOverrideState>) => {
+    onChange({
+      line1: '',
+      line2: '',
+      city: '',
+      subdivisionIso: '',
+      postalCode: '',
+      countryIso: null,
+      addressId: null,
+      useOnlyForThisEoi: false,
+      setAsDefault: false,
+      ...(override ?? {}),
+      ...patch,
+    });
+  };
+
+  return (
+    <div className="space-y-1.5">
+      <div className="flex items-baseline gap-2 text-sm">
+        <dt className="w-32 shrink-0 text-xs text-muted-foreground">Address</dt>
+        <dd
+          className={cn(
+            'flex-1 wrap-break-word inline-flex items-center gap-2',
+            missing
+              ? 'text-rose-700 font-medium'
+              : effectiveSummary
+                ? 'text-foreground'
+                : 'text-muted-foreground italic',
+          )}
+        >
+          <span className="flex-1">
+            {effectiveSummary ?? (missing ? 'Missing — required' : 'Not set')}
+            {override ? (
+              <span className="ml-1 inline-flex items-center rounded bg-amber-100 px-1 text-[10px] font-medium text-amber-800">
+                [EOI]
+              </span>
+            ) : null}
+          </span>
+          {!expanded ? (
+            <button
+              type="button"
+              onClick={() => setExpanded(true)}
+              className="text-[11px] text-primary hover:underline"
+            >
+              {override ? 'Edit override' : 'Override'}
+            </button>
+          ) : (
+            <button
+              type="button"
+              onClick={() => {
+                setExpanded(false);
+                onChange(null);
+              }}
+              className="text-[11px] text-muted-foreground hover:underline"
+            >
+              Clear & close
+            </button>
+          )}
+        </dd>
+      </div>
+
+      {expanded ? (
+        <div className="ml-32 space-y-2 rounded-md border bg-background/60 p-2">
+          {options.length > 0 ? (
+            <Select
+              value={selectValue}
+              onValueChange={(v) => {
+                if (v === '__canonical__') {
+                  onChange(null);
+                  return;
+                }
+                if (v === '__manual__') {
+                  updateOverride({ addressId: null });
+                  return;
+                }
+                fillFromOption(v);
+              }}
+            >
+              <SelectTrigger className="h-8 text-xs">
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="__canonical__">
+                  Use canonical address
+                  {canonicalAddressId ? '' : ''}
+                </SelectItem>
+                {options
+                  .filter((o) => !o.isPrimary)
+                  .map((o) => (
+                    <SelectItem key={o.id} value={o.id}>
+                      {[o.streetAddress, o.city, o.countryIso].filter(Boolean).join(', ')}
+                    </SelectItem>
+                  ))}
+                <SelectItem value="__manual__">+ Type a new address…</SelectItem>
+              </SelectContent>
+            </Select>
+          ) : null}
+
+          <div className="space-y-2">
+            <Input
+              value={override?.line1 ?? ''}
+              placeholder="Street address"
+              onChange={(e) => updateOverride({ line1: e.target.value, addressId: null })}
+              className="h-8 text-xs"
+            />
+            <Input
+              value={override?.line2 ?? ''}
+              placeholder="Address line 2 (optional)"
+              onChange={(e) => updateOverride({ line2: e.target.value, addressId: null })}
+              className="h-8 text-xs"
+            />
+            <div className="grid grid-cols-2 gap-2">
+              <Input
+                value={override?.city ?? ''}
+                placeholder="City"
+                onChange={(e) => updateOverride({ city: e.target.value, addressId: null })}
+                className="h-8 text-xs"
+              />
+              <Input
+                value={override?.postalCode ?? ''}
+                placeholder="Postal code"
+                onChange={(e) => updateOverride({ postalCode: e.target.value, addressId: null })}
+                className="h-8 text-xs"
+              />
+            </div>
+            <div className="grid grid-cols-2 gap-2">
+              <Input
+                value={override?.subdivisionIso ?? ''}
+                placeholder="ISO subdivision (e.g. US-CA)"
+                onChange={(e) =>
+                  updateOverride({ subdivisionIso: e.target.value, addressId: null })
+                }
+                className="h-8 text-xs"
+              />
+              <CountryCombobox
+                value={override?.countryIso ?? null}
+                onChange={(iso) => updateOverride({ countryIso: iso ?? null, addressId: null })}
+              />
+            </div>
+          </div>
+
+          <div className="space-y-1">
+            <label className="flex items-start gap-2 text-[11px] text-muted-foreground cursor-pointer">
+              <input
+                type="checkbox"
+                className="mt-0.5"
+                checked={override?.useOnlyForThisEoi ?? false}
+                disabled={!override?.line1 || !override?.countryIso}
+                onChange={(e) =>
+                  updateOverride({
+                    useOnlyForThisEoi: e.target.checked,
+                    setAsDefault: e.target.checked ? false : (override?.setAsDefault ?? false),
+                  })
+                }
+              />
+              <span>
+                Use only for this EOI
+                <span className="block text-[10px]">
+                  Records the deviation on this document; canonical address untouched.
+                </span>
+              </span>
+            </label>
+            <label className="flex items-start gap-2 text-[11px] text-muted-foreground cursor-pointer">
+              <input
+                type="checkbox"
+                className="mt-0.5"
+                checked={override?.setAsDefault ?? false}
+                disabled={!override?.line1 || !override?.countryIso}
+                onChange={(e) =>
+                  updateOverride({
+                    setAsDefault: e.target.checked,
+                    useOnlyForThisEoi: e.target.checked
+                      ? false
+                      : (override?.useOnlyForThisEoi ?? false),
+                  })
+                }
+              />
+              <span>
+                Set as default for future docs
+                <span className="block text-[10px]">
+                  Promotes this address to the canonical primary on save.
+                </span>
+              </span>
+            </label>
+          </div>
+        </div>
+      ) : null}
+    </div>
+  );
+}

src/components/interests/interest-tabs.tsx

@@ -16,6 +16,7 @@ import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover
 import { NotesList } from '@/components/shared/notes-list';
 import { InlineEditableField } from '@/components/shared/inline-editable-field';
 import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
+import { RemindersInline } from '@/components/reminders/reminders-inline';
 // Legacy `RecommendationList` removed 2026-05-15 — replaced by the same
 // rule-based `BerthRecommenderPanel` (already imported above) used on the
 // Overview tab so the scoring + UI stay consistent. The old component
@@ -1069,6 +1070,10 @@ function OverviewTab({
           currentTags={interest.tags ?? []}
           invalidateKey={['interests', interestId]}
         />
+
+        <div className="md:col-span-2">
+          <RemindersInline interestId={interestId} />
+        </div>
       </div>
 
       {/* Linked berths (plan §5.5) - shown ABOVE the recommender so reps see

src/components/reminders/reminders-inline.tsx

@@ -0,0 +1,134 @@
+'use client';
+
+import { useQuery } from '@tanstack/react-query';
+import { Bell, CheckCircle2, Clock } from 'lucide-react';
+import { formatDistanceToNow } from 'date-fns';
+
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+/**
+ * Phase 4 — inline reminders list rendered inside an entity's
+ * Overview tab. Shows the most recent open (pending/snoozed) reminders
+ * for the linked entity so reps can spot follow-ups without leaving the
+ * detail page.
+ *
+ * Filter is exactly one of clientId / interestId / berthId / yachtId.
+ * Caller responsibility — the listReminders service AND's whichever
+ * filters are present, so multiple would intersect rather than union.
+ *
+ * No "+ Reminder" button here on purpose: the detail-page header
+ * already carries one, threading the same default-entity-id prop.
+ * Empty state hints at the header button instead of duplicating it.
+ */
+interface InlineReminder {
+  id: string;
+  title: string;
+  note: string | null;
+  dueAt: string;
+  priority: 'low' | 'medium' | 'high' | 'urgent';
+  status: 'pending' | 'snoozed' | 'completed' | 'dismissed';
+  assignedTo: string | null;
+}
+
+interface ListResponse {
+  data: InlineReminder[];
+  pagination?: { total?: number };
+}
+
+const PRIORITY_DOT: Record<InlineReminder['priority'], string> = {
+  urgent: 'bg-red-500',
+  high: 'bg-orange-500',
+  medium: 'bg-blue-500',
+  low: 'bg-gray-400',
+};
+
+const STATUS_ICON: Record<InlineReminder['status'], React.ReactNode> = {
+  pending: <Bell className="h-3 w-3 text-amber-600" aria-hidden />,
+  snoozed: <Clock className="h-3 w-3 text-slate-500" aria-hidden />,
+  completed: <CheckCircle2 className="h-3 w-3 text-emerald-600" aria-hidden />,
+  dismissed: <CheckCircle2 className="h-3 w-3 text-slate-400" aria-hidden />,
+};
+
+interface RemindersInlineProps {
+  /** Exactly one should be set — the entity to filter by. */
+  clientId?: string;
+  interestId?: string;
+  berthId?: string;
+  yachtId?: string;
+  /** Soft cap on the rendered list; defaults to 5. */
+  limit?: number;
+}
+
+export function RemindersInline(props: RemindersInlineProps) {
+  const { clientId, interestId, berthId, yachtId, limit = 5 } = props;
+
+  const filterKey = clientId ?? interestId ?? berthId ?? yachtId ?? null;
+  const filterParam = clientId
+    ? `clientId=${clientId}`
+    : interestId
+      ? `interestId=${interestId}`
+      : berthId
+        ? `berthId=${berthId}`
+        : yachtId
+          ? `yachtId=${yachtId}`
+          : '';
+
+  const { data, isLoading } = useQuery<ListResponse>({
+    queryKey: ['reminders', 'inline', filterKey],
+    queryFn: () =>
+      apiFetch<ListResponse>(
+        `/api/v1/reminders?${filterParam}&status=pending&limit=${limit}&sort=dueAt&order=asc`,
+      ),
+    enabled: !!filterKey,
+  });
+
+  if (!filterKey) return null;
+
+  const rows = data?.data ?? [];
+
+  return (
+    <div className="space-y-2">
+      <div className="flex items-center justify-between">
+        <h3 className="text-xs font-semibold uppercase tracking-wide text-muted-foreground">
+          Reminders
+        </h3>
+      </div>
+      {isLoading ? (
+        <p className="text-xs text-muted-foreground italic">Loading…</p>
+      ) : rows.length === 0 ? (
+        <p className="text-xs text-muted-foreground italic">
+          No open reminders for this record. Use the bell in the header to add one.
+        </p>
+      ) : (
+        <ul className="space-y-1.5">
+          {rows.map((r) => {
+            const isPastDue = new Date(r.dueAt) < new Date();
+            return (
+              <li
+                key={r.id}
+                className="flex items-start gap-2 rounded-md border bg-card px-2 py-1.5 text-xs"
+              >
+                <span
+                  className={cn('mt-1 h-2 w-2 shrink-0 rounded-full', PRIORITY_DOT[r.priority])}
+                />
+                {STATUS_ICON[r.status]}
+                <div className="min-w-0 flex-1">
+                  <p className="truncate font-medium text-foreground">{r.title}</p>
+                  <p
+                    className={cn(
+                      'text-[11px]',
+                      isPastDue ? 'text-rose-700 font-medium' : 'text-muted-foreground',
+                    )}
+                  >
+                    Due {formatDistanceToNow(new Date(r.dueAt), { addSuffix: true })}
+                  </p>
+                </div>
+              </li>
+            );
+          })}
+        </ul>
+      )}
+    </div>
+  );
+}

src/components/yachts/yacht-tabs.tsx

@@ -9,6 +9,7 @@ import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
 import { NotesList } from '@/components/shared/notes-list';
 import { EntityActivityFeed } from '@/components/shared/entity-activity-feed';
 import { ReservationList, type ReservationRow } from '@/components/reservations/reservation-list';
+import { RemindersInline } from '@/components/reminders/reminders-inline';
 import { YachtOwnershipHistory } from '@/components/yachts/yacht-ownership-history';
 import { apiFetch } from '@/lib/api/client';
 import { stageLabel } from '@/lib/constants';
@@ -241,6 +242,10 @@ function OverviewTab({ yachtId, yacht }: { yachtId: string; yacht: YachtTabsYach
         currentTags={yacht.tags ?? []}
         invalidateKey={['yachts', yachtId]}
       />
+
+      <div className="md:col-span-2">
+        <RemindersInline yachtId={yachtId} />
+      </div>
     </div>
   );
 }

src/lib/email/templates/admin-email-change.tsx

@@ -27,19 +27,19 @@ function AdminEmailChangeBody({
   loginUrl,
   accent,
 }: AdminEmailChangeData & { portName: string; accent: string }) {
-  const greeting = recipientName ? `Hello ${recipientName},` : 'Hello,';
+  const greeting = recipientName ? `Dear ${recipientName},` : 'Hello,';
   const adminLine = changedByDisplayName
     ? `${changedByDisplayName} (an administrator)`
     : 'an administrator';
   return (
     <>
       <Text style={{ marginBottom: '10px', fontSize: '18px', fontWeight: 'bold', color: accent }}>
-        Your sign-in email was changed
+        Your sign-in email has changed
       </Text>
       <Text style={{ marginBottom: '10px', fontSize: '16px', lineHeight: '1.5' }}>{greeting}</Text>
       <Text style={{ marginBottom: '20px', fontSize: '16px', lineHeight: '1.5' }}>
-        {adminLine} just updated the email address linked to your {portName} account. From now on,
+        We&apos;re writing to let you know that {adminLine} has updated the email address linked to
-        please sign in with the new address below:
+        your {portName} account. Going forward, please sign in with the address below:
       </Text>
       <Text style={{ margin: '20px 0', textAlign: 'center', fontSize: '16px' }}>
         <strong>{newEmail}</strong>
@@ -65,13 +65,13 @@ function AdminEmailChangeBody({
       ) : null}
       <Hr style={{ border: 'none', borderTop: '1px solid #eee', margin: '20px 0 0' }} />
       <Text style={{ fontSize: '14px', color: '#666', lineHeight: '1.5', padding: '15px 0 0' }}>
-        If you weren&apos;t expecting this change, contact your administrator immediately. Your old
+        If this change wasn&apos;t expected, please contact your administrator straight away. The
-        address (the one this message was sent to) can no longer be used to sign in.
+        previous address (where this message was delivered) is no longer accepted for sign-in.
       </Text>
       <Text style={{ fontSize: '16px', marginTop: '30px' }}>
-        Thanks,
+        With warm regards,
         <br />
-        <strong>{portName}</strong>
+        <strong>The {portName} Team</strong>
       </Text>
     </>
   );
@@ -84,7 +84,7 @@ export async function adminEmailChangeEmail(
   const portName = data.portName ?? 'Port Nimara';
   const subject = overrides?.subject?.trim()
     ? overrides.subject
-    : `An administrator updated your ${portName} sign-in email`;
+    : `Your ${portName} sign-in email has been updated`;
   const accent = brandingPrimaryColor(overrides?.branding);
 
   const body = await render(
@@ -95,14 +95,17 @@ export async function adminEmailChangeEmail(
   );
 
   const text = [
-    `Your sign-in email was changed`,
+    `Your sign-in email has changed`,
     '',
-    `${data.changedByDisplayName ?? 'An administrator'} updated the email linked to your ${portName} account.`,
+    `${data.changedByDisplayName ?? 'An administrator'} has updated the email address linked to your ${portName} account.`,
-    `From now on, sign in with: ${data.newEmail}`,
+    `Going forward, please sign in with: ${data.newEmail}`,
     '',
     data.loginUrl ? `Sign in: ${data.loginUrl}` : '',
     '',
-    `If you weren't expecting this change, contact your administrator immediately.`,
+    `If this change wasn't expected, please contact your administrator straight away.`,
+    '',
+    `With warm regards,`,
+    `The ${portName} Team`,
   ]
     .filter(Boolean)
     .join('\n');

src/lib/email/templates/crm-invite.tsx

@@ -33,7 +33,7 @@ function InviteBody({
   role: string;
   accent: string;
 }) {
-  const greeting = recipientName ? `Dear ${recipientName},` : 'Welcome,';
+  const greeting = recipientName ? `Dear ${recipientName},` : 'Welcome aboard,';
   return (
     <>
       <Text style={{ marginBottom: '10px', fontSize: '18px', fontWeight: 'bold', color: accent }}>
@@ -41,8 +41,9 @@ function InviteBody({
       </Text>
       <Text style={{ marginBottom: '10px', fontSize: '16px', lineHeight: '1.5' }}>{greeting}</Text>
       <Text style={{ marginBottom: '20px', fontSize: '16px', lineHeight: '1.5' }}>
-        You&apos;ve been invited to the {portName} CRM as a {role}. Click the button below to set
+        You&apos;ve been invited to join the {portName} CRM as a {role}. Use the button below to set
-        your password and activate your account. The link expires in {ttlHours} hours.
+        your password and activate your account at your convenience — the link will remain valid for{' '}
+        {ttlHours} hours.
       </Text>
       <div style={{ textAlign: 'center', margin: '30px 0' }}>
         <Button
@@ -73,9 +74,9 @@ function InviteBody({
         </Link>
       </Text>
       <Text style={{ fontSize: '16px', marginTop: '30px' }}>
-        Thank you,
+        With warm regards,
         <br />
-        <strong>{portName} CRM</strong>
+        <strong>The {portName} Team</strong>
       </Text>
     </>
   );
@@ -107,13 +108,13 @@ export async function crmInviteEmail(
   const text = [
     `Welcome to the ${portName} CRM`,
     '',
-    `You've been invited as a ${role}.`,
+    `You've been invited to join the ${portName} CRM as a ${role}.`,
     `Set up your account: ${data.link}`,
     '',
-    `The link expires in ${data.ttlHours} hours.`,
+    `The link will remain valid for ${data.ttlHours} hours.`,
     '',
-    `Thank you,`,
+    `With warm regards,`,
-    `${portName} CRM`,
+    `The ${portName} Team`,
   ].join('\n');
 
   return {

src/lib/email/templates/inquiry-sales-notification.tsx

@@ -37,10 +37,10 @@ function SalesNotificationBody({
   const detailStyle = { margin: '0 0 0', fontSize: '16px' } as const;
   return (
     <>
-      <Text style={{ marginBottom: '10px', fontSize: '16px' }}>Dear Administrator,</Text>
+      <Text style={{ marginBottom: '10px', fontSize: '16px' }}>Hello,</Text>
       <Text style={{ marginBottom: '10px', fontSize: '16px' }}>
-        {fullName} has expressed their interest in <strong>{portName}</strong>. Here are their
+        A new enquiry has come in for <strong>{portName}</strong>. {fullName} has asked us to be in
-        details:
+        touch — full details below:
       </Text>
       <Text style={detailStyle}>
         <strong>Name:</strong> {fullName}
@@ -55,17 +55,13 @@ function SalesNotificationBody({
         <strong>Berths Selected:</strong> {mooringDisplay}
       </Text>
       <Text style={{ marginBottom: '10px', fontSize: '16px' }}>
-        Please visit the{' '}
+        Open the{' '}
         <Link href={safeUrl(crmUrl)} style={{ color: accent, textDecoration: 'underline' }}>
           {portName} CRM
         </Link>{' '}
-        to view more information.
+        to follow up.
-      </Text>
-      <Text style={{ fontSize: '16px' }}>
-        Thank you,
-        <br />
-        {portName} CRM
       </Text>
+      <Text style={{ fontSize: '16px' }}>— {portName} CRM</Text>
     </>
   );
 }
@@ -76,7 +72,9 @@ export async function inquirySalesNotification(
 ) {
   const portName = data.portName ?? 'Port Nimara';
   const mooringDisplay = data.mooringNumber || 'None';
-  const subject = overrides?.subject?.trim() ? overrides.subject : `New Interest - ${portName}`;
+  const subject = overrides?.subject?.trim()
+    ? overrides.subject
+    : `New enquiry — ${portName}${data.mooringNumber ? ` (Berth ${data.mooringNumber})` : ''}`;
   const accent = brandingPrimaryColor(overrides?.branding);
 
   const body = await render(
@@ -93,19 +91,18 @@ export async function inquirySalesNotification(
   );
 
   const text = [
-    'Dear Administrator,',
+    'Hello,',
     '',
-    `${data.fullName} has expressed their interest in ${portName}. Here are their details:`,
+    `A new enquiry has come in for ${portName}. ${data.fullName} has asked us to be in touch — full details below:`,
     '',
     `Name: ${data.fullName}`,
     `Email: ${data.email}`,
     `Telephone: ${data.phone}`,
     `Berths Selected: ${mooringDisplay}`,
     '',
-    `Please visit the ${portName} CRM (${data.crmUrl}) to view more information.`,
+    `Open the ${portName} CRM (${data.crmUrl}) to follow up.`,
     '',
-    'Thank you',
+    `— ${portName} CRM`,
-    `${portName} CRM`,
   ].join('\n');
 
   return {

src/lib/email/templates/residential-inquiry.tsx

@@ -34,11 +34,12 @@ function ClientConfirmationBody({
         Dear {firstName},
       </Text>
       <Text style={{ marginBottom: '20px', fontSize: '16px', lineHeight: '1.5' }}>
-        Thank you for expressing interest in {portName} residences. Our residential sales team has
+        Thank you for your interest in the residences at {portName}. Our residential sales team has
-        received your inquiry and will reach out to you shortly with more information.
+        received your enquiry, and a member of the team will be in touch shortly with the details
+        you&apos;ve requested.
       </Text>
       <Text style={{ marginBottom: '10px', fontSize: '16px', lineHeight: '1.5' }}>
-        If you have any questions in the meantime, please reach us at{' '}
+        Should anything come to mind in the meantime, please don&apos;t hesitate to write to us at{' '}
         <Link
           href={safeUrl(`mailto:${contactEmail}`)}
           style={{ color: accent, textDecoration: 'underline' }}
@@ -48,7 +49,7 @@ function ClientConfirmationBody({
         .
       </Text>
       <Text style={{ fontSize: '16px', marginTop: '30px' }}>
-        Best regards,
+        With warm regards,
         <br />
         <strong>The {portName} Residential Team</strong>
       </Text>
@@ -63,7 +64,7 @@ export async function residentialClientConfirmation(
   const portName = data.portName ?? 'Port Nimara';
   const subject = overrides?.subject?.trim()
     ? overrides.subject
-    : `Thank You for Your Interest - ${portName} Residences`;
+    : `Thank you for your interest in ${portName} Residences`;
   const accent = brandingPrimaryColor(overrides?.branding);
   const body = await render(
     <ClientConfirmationBody
@@ -183,7 +184,7 @@ export async function residentialSalesAlert(
   const portName = data.portName ?? 'Port Nimara';
   const subject = overrides?.subject?.trim()
     ? overrides.subject
-    : `New Residential Inquiry - ${data.fullName}`;
+    : `New residential enquiry — ${data.fullName}`;
   const accent = brandingPrimaryColor(overrides?.branding);
   const body = await render(<SalesAlertBody portName={portName} data={data} accent={accent} />, {
     pretty: false,

src/lib/services/eoi-overrides.service.ts

@@ -35,7 +35,7 @@
 import { and, eq, sql } from 'drizzle-orm';
 
 import { db } from '@/lib/db';
-import { clients, clientContacts } from '@/lib/db/schema/clients';
+import { clients, clientAddresses, clientContacts } from '@/lib/db/schema/clients';
 import { documents } from '@/lib/db/schema/documents';
 import { interests } from '@/lib/db/schema/interests';
 import { yachts } from '@/lib/db/schema/yachts';
@@ -50,10 +50,25 @@ export interface FieldOverrideInput {
   contactId?: string | null;
 }
 
+export interface AddressOverrideInput {
+  line1?: string;
+  line2?: string;
+  city?: string;
+  subdivisionIso?: string;
+  postalCode?: string;
+  countryIso?: string;
+  useOnlyForThisEoi: boolean;
+  setAsDefault: boolean;
+  /** Existing client_addresses.id when the rep picked one from a list;
+   *  null = fresh values typed in the dialog. */
+  addressId?: string | null;
+}
+
 export interface EoiOverridesInput {
   clientEmail?: FieldOverrideInput;
   clientPhone?: FieldOverrideInput;
   yachtName?: FieldOverrideInput;
+  clientAddress?: AddressOverrideInput;
 }
 
 export interface AppliedOverrides {
@@ -62,6 +77,14 @@ export interface AppliedOverrides {
     clientEmail?: string;
     clientPhone?: string;
     yachtName?: string;
+    clientAddress?: {
+      line1: string;
+      line2: string;
+      city: string;
+      subdivisionIso: string;
+      postalCode: string;
+      countryIso: string;
+    };
   };
   /** Columns to write to `documents.override_*` after the doc row exists.
    *  Empty when every override either ran `setAsDefault` (canonical
@@ -70,6 +93,12 @@ export interface AppliedOverrides {
     overrideClientEmail: string;
     overrideClientPhone: string;
     overrideYachtName: string;
+    overrideClientAddressLine1: string;
+    overrideClientAddressLine2: string;
+    overrideClientCity: string;
+    overrideClientState: string;
+    overrideClientPostalCode: string;
+    overrideClientCountry: string;
   }>;
 }
 
@@ -230,30 +259,155 @@ export async function applyEoiOverridesBeforeRender(
       resolved.yachtName = value;
     }
 
-    // One audit row per touched field summarising the override intent.
+    if (overrides.clientAddress) {
-    const auditFields: Array<{ field: string; override: FieldOverrideInput }> = [];
+      const a = overrides.clientAddress;
-    if (overrides.clientEmail)
+      const resolvedAddr = {
-      auditFields.push({ field: 'clientEmail', override: overrides.clientEmail });
+        line1: (a.line1 ?? '').trim(),
-    if (overrides.clientPhone)
+        line2: (a.line2 ?? '').trim(),
-      auditFields.push({ field: 'clientPhone', override: overrides.clientPhone });
+        city: (a.city ?? '').trim(),
-    if (overrides.yachtName)
+        subdivisionIso: (a.subdivisionIso ?? '').trim(),
-      auditFields.push({ field: 'yachtName', override: overrides.yachtName });
+        postalCode: (a.postalCode ?? '').trim(),
+        countryIso: (a.countryIso ?? '').trim().toUpperCase(),
+      };
+      // Treat the address as one logical field — at least line1 + countryIso
+      // must be present for an EOI to render legally.
+      if (!resolvedAddr.line1 || !resolvedAddr.countryIso) {
+        throw new ValidationError('address override requires line1 and countryIso');
+      }
 
-    for (const { field, override } of auditFields) {
+      if (a.useOnlyForThisEoi) {
+        documentOverrideColumns.overrideClientAddressLine1 = resolvedAddr.line1;
+        if (resolvedAddr.line2)
+          documentOverrideColumns.overrideClientAddressLine2 = resolvedAddr.line2;
+        if (resolvedAddr.city) documentOverrideColumns.overrideClientCity = resolvedAddr.city;
+        if (resolvedAddr.subdivisionIso)
+          documentOverrideColumns.overrideClientState = resolvedAddr.subdivisionIso;
+        if (resolvedAddr.postalCode)
+          documentOverrideColumns.overrideClientPostalCode = resolvedAddr.postalCode;
+        documentOverrideColumns.overrideClientCountry = resolvedAddr.countryIso;
+      } else if (a.setAsDefault) {
+        // Promote: demote the prior primary, then either update an existing
+        // address row (when addressId was provided) or insert a fresh one.
+        await tx
+          .update(clientAddresses)
+          .set({ isPrimary: false, updatedAt: new Date() })
+          .where(and(eq(clientAddresses.clientId, client.id), eq(clientAddresses.isPrimary, true)));
+        if (a.addressId) {
+          await tx
+            .update(clientAddresses)
+            .set({
+              // client_addresses has no addressLine2 column — concat line1+line2.
+              streetAddress: resolvedAddr.line2
+                ? `${resolvedAddr.line1}\n${resolvedAddr.line2}`
+                : resolvedAddr.line1,
+              city: resolvedAddr.city || null,
+              subdivisionIso: resolvedAddr.subdivisionIso || null,
+              postalCode: resolvedAddr.postalCode || null,
+              countryIso: resolvedAddr.countryIso,
+              isPrimary: true,
+              updatedAt: new Date(),
+            })
+            .where(
+              and(eq(clientAddresses.id, a.addressId), eq(clientAddresses.clientId, client.id)),
+            );
+        } else {
+          await tx.insert(clientAddresses).values({
+            clientId: client.id,
+            portId: client.portId,
+            // client_addresses has no addressLine2 column — concat line1+line2.
+            streetAddress: resolvedAddr.line2
+              ? `${resolvedAddr.line1}\n${resolvedAddr.line2}`
+              : resolvedAddr.line1,
+            city: resolvedAddr.city || null,
+            subdivisionIso: resolvedAddr.subdivisionIso || null,
+            postalCode: resolvedAddr.postalCode || null,
+            countryIso: resolvedAddr.countryIso,
+            isPrimary: true,
+            source: 'eoi-custom-input',
+          });
+        }
+        // Canonical now matches → documents.override_* stays NULL.
+      } else {
+        // Neither flag: persist per-doc + (if no addressId) insert a
+        // non-primary address row for future reuse.
+        if (!a.addressId) {
+          await tx.insert(clientAddresses).values({
+            clientId: client.id,
+            portId: client.portId,
+            streetAddress: resolvedAddr.line2
+              ? `${resolvedAddr.line1}\n${resolvedAddr.line2}`
+              : resolvedAddr.line1,
+            city: resolvedAddr.city || null,
+            subdivisionIso: resolvedAddr.subdivisionIso || null,
+            postalCode: resolvedAddr.postalCode || null,
+            countryIso: resolvedAddr.countryIso,
+            isPrimary: false,
+            source: 'eoi-custom-input',
+          });
+        }
+        documentOverrideColumns.overrideClientAddressLine1 = resolvedAddr.line1;
+        if (resolvedAddr.line2)
+          documentOverrideColumns.overrideClientAddressLine2 = resolvedAddr.line2;
+        if (resolvedAddr.city) documentOverrideColumns.overrideClientCity = resolvedAddr.city;
+        if (resolvedAddr.subdivisionIso)
+          documentOverrideColumns.overrideClientState = resolvedAddr.subdivisionIso;
+        if (resolvedAddr.postalCode)
+          documentOverrideColumns.overrideClientPostalCode = resolvedAddr.postalCode;
+        documentOverrideColumns.overrideClientCountry = resolvedAddr.countryIso;
+      }
+      resolved.clientAddress = resolvedAddr;
+    }
+
+    // One audit row per touched field summarising the override intent.
+    const auditFields: Array<{ field: string; intent: Record<string, unknown> }> = [];
+    if (overrides.clientEmail)
+      auditFields.push({
+        field: 'clientEmail',
+        intent: {
+          value: overrides.clientEmail.value.slice(0, 200),
+          useOnlyForThisEoi: overrides.clientEmail.useOnlyForThisEoi,
+          setAsDefault: overrides.clientEmail.setAsDefault,
+          fromContactId: overrides.clientEmail.contactId ?? null,
+        },
+      });
+    if (overrides.clientPhone)
+      auditFields.push({
+        field: 'clientPhone',
+        intent: {
+          value: overrides.clientPhone.value.slice(0, 200),
+          useOnlyForThisEoi: overrides.clientPhone.useOnlyForThisEoi,
+          setAsDefault: overrides.clientPhone.setAsDefault,
+          fromContactId: overrides.clientPhone.contactId ?? null,
+        },
+      });
+    if (overrides.yachtName)
+      auditFields.push({
+        field: 'yachtName',
+        intent: {
+          value: overrides.yachtName.value.slice(0, 200),
+          useOnlyForThisEoi: overrides.yachtName.useOnlyForThisEoi,
+          setAsDefault: overrides.yachtName.setAsDefault,
+        },
+      });
+    if (overrides.clientAddress)
+      auditFields.push({
+        field: 'clientAddress',
+        intent: {
+          useOnlyForThisEoi: overrides.clientAddress.useOnlyForThisEoi,
+          setAsDefault: overrides.clientAddress.setAsDefault,
+          fromAddressId: overrides.clientAddress.addressId ?? null,
+          countryIso: overrides.clientAddress.countryIso,
+        },
+      });
+
+    for (const { field, intent } of auditFields) {
       void createAuditLog({
         userId: meta.userId,
         portId,
         action: 'eoi_field_override',
         entityType: 'interest',
         entityId: interestId,
-        newValue: {
+        newValue: { field, ...intent },
-          field,
-          // Truncate to avoid bloating audit rows with long free-text.
-          value: override.value.slice(0, 200),
-          useOnlyForThisEoi: override.useOnlyForThisEoi,
-          setAsDefault: override.setAsDefault,
-          fromContactId: override.contactId ?? null,
-        },
         ipAddress: meta.ipAddress,
         userAgent: meta.userAgent,
       });
@@ -278,27 +432,54 @@ export async function persistDocumentOverrides(
   meta: AuditMeta,
 ): Promise<void> {
   const cols = applied.documentOverrideColumns;
-  if (Object.keys(cols).length === 0) return;
+  // Even when cols is empty (every override ran setAsDefault), we still
+  // need to backfill source_document_id on freshly-inserted contact /
+  // address / yacht rows whose insertion preceded the document row's
+  // existence. Skip only when applied is the empty default.
+  const hasResolved = Object.keys(applied.resolved).length > 0;
+  if (Object.keys(cols).length > 0) {
+    await db.update(documents).set(cols).where(eq(documents.id, documentId));
+  } else if (!hasResolved) {
+    return;
+  }
 
-  await db.update(documents).set(cols).where(eq(documents.id, documentId));
+  // Backfill source_document_id on freshly-inserted contact + address +
-
+  // yacht rows from this generation pass. Bounded by createdAt < 1 min
-  // Backfill source_document_id on any client_contacts rows this run
+  // so re-runs don't sweep older orphans. Done outside the override
-  // inserted. Done outside the override transaction because the
+  // transaction because the document id wasn't known yet at that point.
-  // document id wasn't known yet at that point.
   await db
     .update(clientContacts)
     .set({ sourceDocumentId: documentId })
     .where(
       and(
         eq(clientContacts.source, 'eoi-custom-input'),
-        // Backfill only the recently-inserted rows that haven't been
-        // attributed yet. Bounded by createdAt so re-runs don't sweep up
-        // older orphans.
         sql`${clientContacts.createdAt} > NOW() - INTERVAL '1 minute'`,
         sql`${clientContacts.sourceDocumentId} IS NULL`,
       ),
     );
-
+  await db
+    .update(clientAddresses)
+    .set({ sourceDocumentId: documentId })
+    .where(
+      and(
+        eq(clientAddresses.source, 'eoi-custom-input'),
+        sql`${clientAddresses.createdAt} > NOW() - INTERVAL '1 minute'`,
+        sql`${clientAddresses.sourceDocumentId} IS NULL`,
+      ),
+    );
+  // Phase 3 follow-up — yacht spawn from EOI runs BEFORE generateAndSign
+  // so the yacht row's source_document_id is NULL at insert time. Same
+  // bounded backfill pattern as contacts.
+  await db
+    .update(yachts)
+    .set({ sourceDocumentId: documentId })
+    .where(
+      and(
+        eq(yachts.source, 'eoi-generated'),
+        sql`${yachts.createdAt} > NOW() - INTERVAL '1 minute'`,
+        sql`${yachts.sourceDocumentId} IS NULL`,
+      ),
+    );
   void createAuditLog({
     userId: meta.userId,
     portId: meta.portId,
@@ -319,7 +500,18 @@ export async function persistDocumentOverrides(
  */
 export function applyOverridesToContext<
   T extends {
-    client: { primaryEmail: string | null; primaryPhone: string | null };
+    client: {
+      primaryEmail: string | null;
+      primaryPhone: string | null;
+      address: {
+        street: string;
+        city: string;
+        subdivision: string;
+        postalCode: string;
+        country: string;
+        countryIso: string;
+      } | null;
+    };
     yacht: { name: string } | null;
   },
 >(context: T, applied: AppliedOverrides): T {
@@ -332,5 +524,26 @@ export function applyOverridesToContext<
   if (applied.resolved.yachtName !== undefined && context.yacht) {
     context.yacht.name = applied.resolved.yachtName;
   }
+  if (applied.resolved.clientAddress) {
+    const a = applied.resolved.clientAddress;
+    const combinedStreet = a.line2 ? `${a.line1}\n${a.line2}` : a.line1;
+    // Strip the country-code prefix from the subdivision ISO so the EOI
+    // renders the subdivision suffix exactly the way the canonical
+    // address pipeline does (e.g. 'US-CA' → 'CA').
+    const subdivisionSuffix = a.subdivisionIso.includes('-')
+      ? a.subdivisionIso.split('-').slice(1).join('-')
+      : a.subdivisionIso;
+    context.client.address = {
+      street: combinedStreet,
+      city: a.city,
+      subdivision: subdivisionSuffix,
+      postalCode: a.postalCode,
+      // `country` (long name) is only used by the deprecated UI preview
+      // line; the EOI's Address field renders countryIso, so we set them
+      // consistently and leave the long-name lookup to the renderer.
+      country: a.countryIso,
+      countryIso: a.countryIso,
+    };
+  }
   return context;
 }

src/lib/validators/document-templates.ts

@@ -109,12 +109,29 @@ export const generateAndSignSchema = generateSchema.extend({
    *  EOI's Length/Width/Draft formValues. The drawer's toggle drives this;
    *  server defaults to the yacht's `lengthUnit` column when omitted. */
   dimensionUnit: z.enum(['ft', 'm']).optional(),
-  /** Phase 3b — optional per-field overrides applied at generation. */
+  /** Phase 3b/3-follow-up — optional per-field overrides applied at generation. */
   overrides: z
     .object({
       clientEmail: fieldOverrideSchema.optional(),
       clientPhone: fieldOverrideSchema.optional(),
       yachtName: fieldOverrideSchema.optional(),
+      // Phase 3 follow-up — multi-component address override. Treated as
+      // one logical "field" with one pair of checkboxes (the dialog
+      // surfaces it that way, and the side-effects helper applies the
+      // intent to the whole address rather than per-component).
+      clientAddress: z
+        .object({
+          line1: z.string().max(500).optional(),
+          line2: z.string().max(500).optional(),
+          city: z.string().max(200).optional(),
+          subdivisionIso: z.string().max(20).optional(),
+          postalCode: z.string().max(50).optional(),
+          countryIso: z.string().length(2).optional(),
+          useOnlyForThisEoi: z.boolean().default(false),
+          setAsDefault: z.boolean().default(false),
+          addressId: z.string().uuid().optional(),
+        })
+        .optional(),
     })
     .optional(),
 });