docs(uat): annotate U66 SHIPPED in plan + master doc

Plan item 66 (EOI bundle UX rework) fully closed:
- (a) defaults flip — 05e727f (prior session)
- (b) LinkedBerthsList rename — PR10 (prior session)
- (c) picker inside EoiGenerateDialog — ef37901 (this session)

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

docs/superpowers/audits/2026-05-21-remaining-plan.md

@@ -225,7 +225,7 @@ Surfaces all touch `interest-tabs.tsx` / `interest-overview` / linked-berths. Gr
 
 ## Group U — EOI bundle UX rework (~10-14 h)
 
-66. **[L] EOI bundle UX rework (multi-berth interests)** — _src/lib/services/interest-berths.service.ts_, _src/components/interests/linked-berths-list.tsx_, _src/components/documents/eoi-generate-dialog.tsx_. Per the locked design notes in master line ~492. Refines the "which berths sign the EOI?" UX now that the underlying schema supports it. ~10-14 h. Partially shipped (a) in `05e727f`; remaining is the picker-inside-generate-dialog.
+66. **[SHIPPED in ef37901] EOI bundle UX rework (multi-berth interests)** — (a) defaults flip shipped in `05e727f`, (b) LinkedBerthsList rename shipped in PR10, (c) picker inside EoiGenerateDialog shipped in `ef37901`: new "EOI scope" section lists every linked berth with "In EOI" + "Public map" checkboxes pre-filled from current flag state; handleGenerate diffs vs server snapshot and PATCHes only changed rows in parallel before kicking off the envelope. Plan item closed.
 
 ---
 

docs/superpowers/audits/alpha-uat-master.md

@@ -499,7 +499,7 @@ _Component refactors, multi-file edits, single-service tweaks, new validators._
 >
 >   Total ~2.5-3 h end-to-end. Closes the multi-berth EOI discoverability gap (plan §1 + §4.6) and matches the documented workflow expectation that public map visibility is a _subset_ of EOI bundle coverage.
 >
-> **SHIPPED (a) in 05e727f:** `addInterestBerth` defaults flipped: `is_in_eoi_bundle: true`, `is_specific_interest: matches isPrimary`. (b) `linked-berths-list.tsx` rename + tooltip shipped in PR10. (c) EOI-berth-scope picker inside generate dialog parked.
+> **SHIPPED (a) in 05e727f:** `addInterestBerth` defaults flipped: `is_in_eoi_bundle: true`, `is_specific_interest: matches isPrimary`. (b) `linked-berths-list.tsx` rename + tooltip shipped in PR10. **(c) SHIPPED in ef37901:** EoiGenerateDialog gains an "EOI scope" section listing every linked berth with "In EOI" + "Public map" checkboxes; handleGenerate diffs vs server snapshot and PATCHes only changed rows in parallel before kicking off the envelope. Cache invalidation extended to `['interests', id, 'berths']` so LinkedBerthsList stays consistent.
 
 1. **Berth-demand widget visual overhaul** — _src/components/dashboard/berth-heat-widget.tsx_ — original "Berth heat" widget was a generic table that read as uninspired. First pass added an editorial hero + gradient — that strayed from the standard `CardHeader`/`CardContent` idiom and looked out of place next to siblings. Final version matches `hot-deals-card.tsx`'s layout exactly (icon + title + description in CardHeader, list of `-mx-2 hover:bg-accent/60` rows in CardContent); the visual upgrade is the per-row status-coloured magnitude bar. UI label renamed "Berth Heat" → "Berth Demand" in `widget-registry.tsx`. Fixed in this session.
 2. **First-class "demand" sort on the berths list** — _src/lib/services/berths.service.ts_, _src/components/berths/berth-columns.tsx_, _src/lib/validators_ — added `?sort=activeInterestCount` to the berths-list service via a correlated subquery in `customOrderBy`; attached `activeInterestCount` per row using the existing two-pass post-fetch pattern (alongside tags/latestInterestStage); added the "Active interests" column to `BERTH_COLUMN_OPTIONS` (default-visible, sortable). Widget's "View all by demand →" link deep-links to `/berths?sort=activeInterestCount&order=desc`. Saved views and the column picker can now use the same lens. Fixed in this session.

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

@@ -1,10 +1,12 @@
 'use client';
 
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 import Link from 'next/link';
 import { useQuery, useQueryClient } from '@tanstack/react-query';
 import { AlertTriangle, ExternalLink, FileSignature, Pencil } from 'lucide-react';
 
+import { Checkbox } from '@/components/ui/checkbox';
+
 import {
   Sheet,
   SheetContent,
@@ -231,6 +233,85 @@ export function EoiGenerateDialog({
     enabled: open,
   });
 
+  // U66 (c) — EOI berth-scope picker. Pulls every linked berth so the
+  // rep can confirm signature scope (`isInEoiBundle`) and public-map
+  // visibility (`isSpecificInterest`) at the moment of EOI generation
+  // — the moment the "which berths does this EOI cover?" question is
+  // actually live in their head — instead of relying on them having
+  // visited the LinkedBerthsList toggles upstream. Post-(a) defaults
+  // (in_bundle=true; specific=primary) mean the picker is mostly
+  // already correct; this surface lets them carve exceptions.
+  const { data: linkedBerthsRes } = useQuery<{
+    data: Array<{
+      berthId: string;
+      mooringNumber: string | null;
+      isPrimary: boolean;
+      isInEoiBundle: boolean;
+      isSpecificInterest: boolean;
+    }>;
+  }>({
+    queryKey: ['interests', interestId, 'berths'],
+    queryFn: () =>
+      apiFetch<{
+        data: Array<{
+          berthId: string;
+          mooringNumber: string | null;
+          isPrimary: boolean;
+          isInEoiBundle: boolean;
+          isSpecificInterest: boolean;
+        }>;
+      }>(`/api/v1/interests/${interestId}/berths`),
+    enabled: open,
+    staleTime: 30_000,
+  });
+
+  // Local draft of the two flags per berth. Initialized from the server
+  // values once the query resolves; subsequent server updates after that
+  // point are ignored (the rep is actively editing this surface, and we
+  // don't want a background refetch to wipe their pending checks).
+  const [berthScope, setBerthScope] = useState<
+    Map<string, { isInEoiBundle: boolean; isSpecificInterest: boolean }>
+  >(new Map());
+  const [berthScopeInitialized, setBerthScopeInitialized] = useState(false);
+
+  useEffect(() => {
+    if (berthScopeInitialized || !linkedBerthsRes) return;
+    const next = new Map<string, { isInEoiBundle: boolean; isSpecificInterest: boolean }>();
+    for (const link of linkedBerthsRes.data) {
+      next.set(link.berthId, {
+        isInEoiBundle: link.isInEoiBundle,
+        isSpecificInterest: link.isSpecificInterest,
+      });
+    }
+    // eslint-disable-next-line react-hooks/set-state-in-effect
+    setBerthScope(next);
+
+    setBerthScopeInitialized(true);
+  }, [linkedBerthsRes, berthScopeInitialized]);
+
+  // Reset the picker when the dialog closes so a re-open against a
+  // different interest doesn't show stale rows.
+  useEffect(() => {
+    if (open) return;
+    // eslint-disable-next-line react-hooks/set-state-in-effect
+    setBerthScopeInitialized(false);
+
+    setBerthScope(new Map());
+  }, [open]);
+
+  function setBerthFlag(
+    berthId: string,
+    flag: 'isInEoiBundle' | 'isSpecificInterest',
+    value: boolean,
+  ) {
+    setBerthScope((prev) => {
+      const next = new Map(prev);
+      const current = next.get(berthId) ?? { isInEoiBundle: false, isSpecificInterest: false };
+      next.set(berthId, { ...current, [flag]: value });
+      return next;
+    });
+  }
+
   const inAppTemplates = useMemo(() => templatesRes?.data ?? [], [templatesRes]);
   // Only show the template picker when there's a real choice — the
   // Documenso path is always present, so we show the dropdown once at
@@ -397,6 +478,36 @@ export function EoiGenerateDialog({
     setIsGenerating(true);
     setError(null);
     try {
+      // U66 (c) — persist any berth-scope edits BEFORE kicking off the
+      // envelope so the EOI/public-map state is consistent with what the
+      // rep just confirmed. Diff against the server snapshot so an
+      // unchanged scope is a no-op (avoids spurious audit-log rows).
+      const initial = new Map<string, { isInEoiBundle: boolean; isSpecificInterest: boolean }>();
+      for (const link of linkedBerthsRes?.data ?? []) {
+        initial.set(link.berthId, {
+          isInEoiBundle: link.isInEoiBundle,
+          isSpecificInterest: link.isSpecificInterest,
+        });
+      }
+      const patches: Array<Promise<unknown>> = [];
+      for (const [berthId, draft] of berthScope.entries()) {
+        const orig = initial.get(berthId);
+        if (!orig) continue;
+        const body: { isInEoiBundle?: boolean; isSpecificInterest?: boolean } = {};
+        if (orig.isInEoiBundle !== draft.isInEoiBundle) body.isInEoiBundle = draft.isInEoiBundle;
+        if (orig.isSpecificInterest !== draft.isSpecificInterest)
+          body.isSpecificInterest = draft.isSpecificInterest;
+        if (Object.keys(body).length > 0) {
+          patches.push(
+            apiFetch(`/api/v1/interests/${interestId}/berths/${berthId}`, {
+              method: 'PATCH',
+              body,
+            }),
+          );
+        }
+      }
+      if (patches.length > 0) await Promise.all(patches);
+
       const isDocumenso = selectedTemplate === DOCUMENSO_TEMPLATE_VALUE;
       const url = `/api/v1/document-templates/${encodeURIComponent(selectedTemplate)}/generate-and-sign`;
       // Phase 3b — pack the per-field overrides the rep selected. Each
@@ -463,6 +574,7 @@ export function EoiGenerateDialog({
         queryClient.invalidateQueries({ queryKey: ['interests', interestId] }),
         queryClient.invalidateQueries({ queryKey: ['interests', interestId, 'eoi-context'] }),
         queryClient.invalidateQueries({ queryKey: ['interests', interestId, 'timeline'] }),
+        queryClient.invalidateQueries({ queryKey: ['interests', interestId, 'berths'] }),
       ]);
       onOpenChange(false);
     } catch (err) {
@@ -624,6 +736,66 @@ export function EoiGenerateDialog({
                   />
                 </dl>
               </div>
+              {linkedBerthsRes && linkedBerthsRes.data.length > 0 ? (
+                <div className="border-t pt-2 space-y-2">
+                  <div>
+                    <p className="text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
+                      EOI scope ({linkedBerthsRes.data.length} linked berth
+                      {linkedBerthsRes.data.length === 1 ? '' : 's'})
+                    </p>
+                    <p className="text-[11px] text-muted-foreground">
+                      Confirm signature scope and public-map visibility for each berth before
+                      generating. Defaults reflect what&apos;s saved on the interest.
+                    </p>
+                  </div>
+                  <div className="rounded-md border bg-muted/20 divide-y">
+                    {linkedBerthsRes.data.map((link) => {
+                      const draft = berthScope.get(link.berthId) ?? {
+                        isInEoiBundle: link.isInEoiBundle,
+                        isSpecificInterest: link.isSpecificInterest,
+                      };
+                      return (
+                        <div
+                          key={link.berthId}
+                          className="grid grid-cols-[1fr_auto_auto] items-center gap-3 px-3 py-2"
+                        >
+                          <div className="flex items-center gap-2 min-w-0">
+                            <span className="font-mono text-sm">{link.mooringNumber ?? '—'}</span>
+                            {link.isPrimary ? (
+                              <span className="text-[10px] uppercase tracking-wide text-primary">
+                                Primary
+                              </span>
+                            ) : null}
+                          </div>
+                          <label className="flex items-center gap-1.5 text-xs cursor-pointer">
+                            <Checkbox
+                              checked={draft.isInEoiBundle}
+                              onCheckedChange={(v) =>
+                                setBerthFlag(link.berthId, 'isInEoiBundle', v === true)
+                              }
+                            />
+                            <span>In EOI</span>
+                          </label>
+                          <label className="flex items-center gap-1.5 text-xs cursor-pointer">
+                            <Checkbox
+                              checked={draft.isSpecificInterest}
+                              onCheckedChange={(v) =>
+                                setBerthFlag(link.berthId, 'isSpecificInterest', v === true)
+                              }
+                            />
+                            <span>Public map</span>
+                          </label>
+                        </div>
+                      );
+                    })}
+                  </div>
+                  <p className="text-[10px] text-muted-foreground">
+                    <strong>In EOI</strong>: covered by this signed envelope.{' '}
+                    <strong>Public map</strong>: shown as &quot;Under Offer&quot; on the marketing
+                    site.
+                  </p>
+                </div>
+              ) : null}
               {portSlug && clientId && (
                 <div className="border-t pt-2 space-y-1">
                   <p className="text-[11px] text-muted-foreground">

src/components/reports/export-dashboard-pdf-button.tsx

@@ -19,7 +19,7 @@ import {
 import {
   PDF_DASHBOARD_WIDGETS,
   type PdfDashboardWidgetId,
-} from '@/lib/services/dashboard-report-data.service';
+} from '@/lib/services/dashboard-report-widgets';
 import { triggerBlobDownload } from '@/lib/utils/download';
 import { usePermissions } from '@/hooks/use-permissions';
 import { resolvePortIdFromSlug } from '@/lib/api/client';

src/lib/services/dashboard-report-data.service.ts

@@ -21,61 +21,16 @@ import {
 } from './dashboard.service';
 import type { DashboardReportData } from '@/lib/pdf/reports/dashboard-report';
 
-/**
+// Pure data/types now live in `dashboard-report-widgets.ts` so the
- * Maps widget ids the dashboard PDF understands. The id space is
+// client-side export button can import them without dragging this
- * intentionally a subset of the on-screen `DASHBOARD_WIDGETS`
+// file's DB-touching imports into the browser bundle. Re-exported
- * registry — only widgets that have a sensible printable form
+// here so existing consumers keep working.
- * appear here. The dialog's widget picker filters its option list
+export {
- * by this set.
+  PDF_DASHBOARD_WIDGET_IDS,
- */
+  PDF_DASHBOARD_WIDGETS,
-export const PDF_DASHBOARD_WIDGET_IDS = [
+  type PdfDashboardWidgetId,
-  'kpi_overview',
+  type PdfDashboardWidgetOption,
-  'pipeline_funnel',
+} from './dashboard-report-widgets';
-  'berth_status',
-  'source_conversion',
-  'hot_deals',
-] as const;
-
-export type PdfDashboardWidgetId = (typeof PDF_DASHBOARD_WIDGET_IDS)[number];
-
-export interface PdfDashboardWidgetOption {
-  id: PdfDashboardWidgetId;
-  label: string;
-  description: string;
-}
-
-/**
- * Public widget list (label + description) for the export dialog.
- * Mirrored from the on-screen widget-registry but with PDF-friendly
- * copy: a "Berth heat" chart is "Berth demand ranking" in print.
- */
-export const PDF_DASHBOARD_WIDGETS: readonly PdfDashboardWidgetOption[] = [
-  {
-    id: 'kpi_overview',
-    label: 'Key metrics',
-    description: 'Total clients, active interests, pipeline value, occupancy %.',
-  },
-  {
-    id: 'pipeline_funnel',
-    label: 'Pipeline funnel',
-    description: 'Active interests grouped by pipeline stage.',
-  },
-  {
-    id: 'berth_status',
-    label: 'Berth status distribution',
-    description: 'Available / under offer / reserved / sold counts.',
-  },
-  {
-    id: 'source_conversion',
-    label: 'Source conversion',
-    description: 'Inquiries → Clients → Interests → Won, by lead source.',
-  },
-  {
-    id: 'hot_deals',
-    label: 'Hot deals',
-    description: 'Top 5 active interests by deal-health score.',
-  },
-];
 
 export async function resolveDashboardReportData(
   portId: string,

src/lib/services/dashboard-report-widgets.ts

@@ -0,0 +1,61 @@
+/**
+ * Pure data + types for the dashboard-PDF report's widget catalogue.
+ *
+ * Lives in its own file so client-side surfaces (the "Export as PDF"
+ * dialog) can import the catalogue without dragging the server-side
+ * resolver — which imports the DB layer — into the client bundle.
+ * Before this split, `export-dashboard-pdf-button.tsx` pulled
+ * `PDF_DASHBOARD_WIDGETS` from `dashboard-report-data.service.ts`,
+ * whose top-level `import { getKpis } from './dashboard.service'`
+ * dragged in `postgres` and crashed the client build with
+ * "Module not found: Can't resolve 'fs'".
+ */
+
+export const PDF_DASHBOARD_WIDGET_IDS = [
+  'kpi_overview',
+  'pipeline_funnel',
+  'berth_status',
+  'source_conversion',
+  'hot_deals',
+] as const;
+
+export type PdfDashboardWidgetId = (typeof PDF_DASHBOARD_WIDGET_IDS)[number];
+
+export interface PdfDashboardWidgetOption {
+  id: PdfDashboardWidgetId;
+  label: string;
+  description: string;
+}
+
+/**
+ * Public widget list (label + description) for the export dialog.
+ * Mirrored from the on-screen widget-registry but with PDF-friendly
+ * copy: a "Berth heat" chart is "Berth demand ranking" in print.
+ */
+export const PDF_DASHBOARD_WIDGETS: readonly PdfDashboardWidgetOption[] = [
+  {
+    id: 'kpi_overview',
+    label: 'Key metrics',
+    description: 'Total clients, active interests, pipeline value, occupancy %.',
+  },
+  {
+    id: 'pipeline_funnel',
+    label: 'Pipeline funnel',
+    description: 'Active interests grouped by pipeline stage.',
+  },
+  {
+    id: 'berth_status',
+    label: 'Berth status distribution',
+    description: 'Available / under offer / reserved / sold counts.',
+  },
+  {
+    id: 'source_conversion',
+    label: 'Source conversion',
+    description: 'Inquiries → Clients → Interests → Won, by lead source.',
+  },
+  {
+    id: 'hot_deals',
+    label: 'Hot deals',
+    description: 'Top 5 active interests by deal-health score.',
+  },
+];