feat(inquiries): one-off NocoDB historical contact-form import (idempotent, dry-run default)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

scripts/import-website-inquiries-from-nocodb.ts

@@ -0,0 +1,176 @@
+/**
+ * One-off import of historical "Website – Contact Form Submissions" from NocoDB
+ * into the CRM `website_submissions` table, so they show up in the Inquiries
+ * workbench alongside post-cutover submissions.
+ *
+ * The cutover migration imported interests / residential / berths / expenses but
+ * NOT the contact-form table — those general contact-page inquiries (the
+ * "broker"/"investor"/"owner" enquiries) were left behind in NocoDB.
+ *
+ * Idempotent: each row maps to a deterministic `submission_id`
+ * (`nocodb-cf-<id>`) guarded by the unique index, plus a `migration_source_links`
+ * ledger row (`source_system='nocodb_website_submissions'`). Re-running is a
+ * no-op for already-imported rows.
+ *
+ * Usage:
+ *   pnpm tsx scripts/import-website-inquiries-from-nocodb.ts                # dry-run
+ *   pnpm tsx scripts/import-website-inquiries-from-nocodb.ts --apply        # write
+ *   pnpm tsx scripts/import-website-inquiries-from-nocodb.ts --apply --port-slug port-nimara
+ *
+ * Requires NOCODB_URL + NOCODB_TOKEN in env (same as the migration). Writes to
+ * whatever DATABASE_URL points at — point it at prod ONLY with explicit approval.
+ */
+
+import 'dotenv/config';
+import { eq } from 'drizzle-orm';
+
+import { db, closeDb } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+import { websiteSubmissions } from '@/lib/db/schema/website-submissions';
+import { migrationSourceLinks } from '@/lib/db/schema/migration';
+import {
+  loadNocoDbConfig,
+  fetchAllRows,
+  NOCO_TABLES,
+  type NocoDbRow,
+} from '@/lib/dedup/nocodb-source';
+
+const SOURCE_SYSTEM = 'nocodb_website_submissions';
+const APPLIED_ID = 'import-website-inquiries';
+
+function arg(name: string): string | undefined {
+  const hit = process.argv.find((a) => a.startsWith(`--${name}=`));
+  if (hit) return hit.split('=')[1];
+  const idx = process.argv.indexOf(`--${name}`);
+  if (idx !== -1 && process.argv[idx + 1] && !process.argv[idx + 1]!.startsWith('--')) {
+    return process.argv[idx + 1];
+  }
+  return undefined;
+}
+
+function str(row: NocoDbRow, ...keys: string[]): string {
+  for (const k of keys) {
+    const v = row[k];
+    if (typeof v === 'string' && v.trim()) return v.trim();
+  }
+  return '';
+}
+
+function parseDate(row: NocoDbRow): Date {
+  const raw = str(row, 'CreatedAt', 'created_at', 'Created At', 'createdAt');
+  if (raw) {
+    const d = new Date(raw);
+    if (!Number.isNaN(d.getTime())) return d;
+  }
+  return new Date();
+}
+
+async function main() {
+  const apply = process.argv.includes('--apply');
+  const portSlug = arg('port-slug') ?? 'port-nimara';
+
+  const [port] = await db
+    .select({ id: ports.id })
+    .from(ports)
+    .where(eq(ports.slug, portSlug))
+    .limit(1);
+  if (!port) throw new Error(`Unknown port slug: ${portSlug}`);
+
+  const config = loadNocoDbConfig();
+  console.log(`[import] Fetching contact-form submissions from NocoDB…`);
+  const rows = await fetchAllRows(NOCO_TABLES.websiteContactFormSubmissions, config);
+  console.log(`[import] Fetched ${rows.length} rows from NocoDB.`);
+
+  let inserted = 0;
+  let skipped = 0;
+  const samples: Array<Record<string, unknown>> = [];
+
+  for (const row of rows) {
+    const legacyId = String(row.Id);
+    const submissionId = `nocodb-cf-${legacyId}`;
+    const fullName = str(row, 'Full Name', 'Name', 'full_name');
+    const email = str(row, 'Email Address', 'Email', 'email');
+    const interest = str(row, 'Type of Interest', 'interest');
+    const comments = str(row, 'Comments', 'comments');
+    const receivedAt = parseDate(row);
+
+    const payload = {
+      name: fullName,
+      email,
+      interest,
+      comments,
+      imported_from: 'nocodb_contact_form',
+      legacy_nocodb_id: legacyId,
+    };
+
+    if (samples.length < 3) {
+      samples.push({
+        submissionId,
+        fullName,
+        email,
+        interest,
+        receivedAt: receivedAt.toISOString(),
+      });
+    }
+
+    if (!apply) {
+      // Dry-run: count how many are not yet present.
+      const [existing] = await db
+        .select({ id: websiteSubmissions.id })
+        .from(websiteSubmissions)
+        .where(eq(websiteSubmissions.submissionId, submissionId))
+        .limit(1);
+      if (existing) skipped += 1;
+      else inserted += 1;
+      continue;
+    }
+
+    const result = await db
+      .insert(websiteSubmissions)
+      .values({
+        portId: port.id,
+        submissionId,
+        kind: 'contact_form',
+        payload,
+        contactName: fullName || null,
+        contactEmail: email || null,
+        legacyNocodbId: legacyId,
+        receivedAt,
+        triageState: 'open',
+      })
+      .onConflictDoNothing({ target: websiteSubmissions.submissionId })
+      .returning({ id: websiteSubmissions.id });
+
+    if (result[0]) {
+      inserted += 1;
+      await db
+        .insert(migrationSourceLinks)
+        .values({
+          sourceSystem: SOURCE_SYSTEM,
+          sourceId: legacyId,
+          targetEntityType: 'website_submission',
+          targetEntityId: result[0].id,
+          appliedId: APPLIED_ID,
+        })
+        .onConflictDoNothing();
+    } else {
+      skipped += 1;
+    }
+  }
+
+  console.log('\n[import] Sample rows:');
+  for (const s of samples) console.log('  ', JSON.stringify(s));
+  console.log(
+    `\n[import] ${apply ? 'APPLIED' : 'DRY-RUN'} — port=${portSlug}: ${inserted} ${
+      apply ? 'inserted' : 'would insert'
+    }, ${skipped} skipped (already present).`,
+  );
+  if (!apply) console.log('[import] Re-run with --apply to write these rows.');
+
+  await closeDb();
+}
+
+main().catch((err) => {
+  console.error('[import] FAILED:', err);
+  process.exitCode = 1;
+});

src/app/(dashboard)/[portSlug]/admin/inquiries/page.tsx

@@ -1,5 +1,15 @@
-import { InquiryInbox } from '@/components/admin/inquiry-inbox';
+import { redirect } from 'next/navigation';
 
-export default function InquiriesPage() {
-  return <InquiryInbox />;
+/**
+ * The inquiry inbox is now a top-level, permission-gated page at
+ * `/[portSlug]/inquiries` (resource `inquiries`), no longer admin-only.
+ * Redirect the legacy admin URL so old bookmarks/links still land.
+ */
+interface AdminInquiriesRedirectProps {
+  params: Promise<{ portSlug: string }>;
+}
+
+export default async function AdminInquiriesRedirect({ params }: AdminInquiriesRedirectProps) {
+  const { portSlug } = await params;
+  redirect(`/${portSlug}/inquiries`);
 }

src/app/(dashboard)/[portSlug]/inquiries/[id]/loading.tsx

@@ -0,0 +1,11 @@
+import { Skeleton } from '@/components/ui/skeleton';
+
+export default function Loading() {
+  return (
+    <div className="space-y-4">
+      <Skeleton className="h-16 w-full" />
+      <Skeleton className="h-8 w-64" />
+      <Skeleton className="h-64 w-full" />
+    </div>
+  );
+}

src/app/(dashboard)/[portSlug]/inquiries/[id]/page.tsx

@@ -0,0 +1,10 @@
+import { InquiryDetail } from '@/components/inquiries/inquiry-detail';
+
+interface InquiryDetailPageProps {
+  params: Promise<{ id: string }>;
+}
+
+export default async function InquiryDetailPage({ params }: InquiryDetailPageProps) {
+  const { id } = await params;
+  return <InquiryDetail id={id} />;
+}

src/app/(dashboard)/[portSlug]/inquiries/page.tsx

@@ -0,0 +1,5 @@
+import { InquiryList } from '@/components/inquiries/inquiry-list';
+
+export default function InquiriesPage() {
+  return <InquiryList />;
+}

src/app/api/public/website-inquiries/route.ts

@@ -25,6 +25,7 @@ import {
   autoPromoteWebsiteBerthInquiry,
   isWebsiteBerthAutopromoteEnabled,
 } from '@/lib/services/website-intake-promote.service';
+import { extractInquiryFields } from '@/lib/services/website-intake-fields';
 
 /**
  * POST /api/public/website-inquiries
@@ -149,6 +150,10 @@ export async function POST(req: NextRequest) {
   // hits, `returning()` yields zero rows and we look up the existing row to
   // return its id, mirroring the first-delivery shape so the website never
   // sees a difference between fresh and dup.
+  // Extract contact name/email into real columns so the inquiry list can
+  // search/sort/display without digging into the JSONB payload per row.
+  const fields = extractInquiryFields(parsed.payload);
+
   const insertResult = await db
     .insert(websiteSubmissions)
     .values({
@@ -157,6 +162,8 @@ export async function POST(req: NextRequest) {
       kind: parsed.kind,
       payload: parsed.payload,
       legacyNocodbId: parsed.legacy_nocodb_id ?? null,
+      contactName: fields.fullName || null,
+      contactEmail: fields.email || null,
       sourceIp: ip,
       userAgent: req.headers.get('user-agent') ?? null,
       utmSource: parsed.utm_source ?? null,

src/app/api/v1/alerts/dismiss-all/route.ts

@@ -0,0 +1,23 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { ALERT_RULES } from '@/lib/db/schema/insights';
+import { dismissAllForPort } from '@/lib/services/alerts.service';
+
+const bodySchema = z.object({
+  ruleId: z.enum(ALERT_RULES).optional(),
+  severity: z.enum(['info', 'warning', 'critical']).optional(),
+});
+
+export const POST = withAuth(async (req, ctx) => {
+  try {
+    const { ruleId, severity } = await parseBody(req, bodySchema);
+    const dismissed = await dismissAllForPort(ctx.portId, ctx.userId, { ruleId, severity });
+    return NextResponse.json({ data: { dismissed } });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});

src/app/api/v1/inquiries/[id]/convert/route.ts

@@ -0,0 +1,30 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { convertInquiryToClient, convertInquiryToInterest } from '@/lib/services/inquiries.service';
+import { convertInquirySchema } from '@/lib/validators/inquiries';
+
+export const POST = withAuth(
+  withPermission('inquiries', 'manage', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new ValidationError('id is required');
+      const { target } = await parseBody(req, convertInquirySchema);
+      const meta = {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      };
+      const data =
+        target === 'interest'
+          ? await convertInquiryToInterest(id, ctx.portId, meta)
+          : await convertInquiryToClient(id, ctx.portId, meta);
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/inquiries/[id]/route.ts

@@ -0,0 +1,18 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { getInquiryById } from '@/lib/services/inquiries.service';
+
+export const GET = withAuth(
+  withPermission('inquiries', 'view', async (_req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new ValidationError('id is required');
+      const data = await getInquiryById(id, ctx.portId);
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/inquiries/[id]/triage/route.ts

@@ -0,0 +1,26 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse, ValidationError } from '@/lib/errors';
+import { triageInquiry } from '@/lib/services/inquiries.service';
+import { triageInquirySchema } from '@/lib/validators/inquiries';
+
+export const PATCH = withAuth(
+  withPermission('inquiries', 'manage', async (req, ctx, params) => {
+    try {
+      const id = params.id;
+      if (!id) throw new ValidationError('id is required');
+      const { state } = await parseBody(req, triageInquirySchema);
+      const data = await triageInquiry(id, ctx.portId, state, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/inquiries/route.ts

@@ -0,0 +1,33 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseQuery } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { listInquiries } from '@/lib/services/inquiries.service';
+import { listInquiriesSchema } from '@/lib/validators/inquiries';
+
+export const GET = withAuth(
+  withPermission('inquiries', 'view', async (req, ctx) => {
+    try {
+      const query = parseQuery(req, listInquiriesSchema);
+      const result = await listInquiries(ctx.portId, query);
+
+      const { page, limit } = query;
+      const totalPages = Math.ceil(result.total / limit);
+
+      return NextResponse.json({
+        data: result.data,
+        pagination: {
+          page,
+          pageSize: limit,
+          total: result.total,
+          totalPages,
+          hasNextPage: page < totalPages,
+          hasPreviousPage: page > 1,
+        },
+      });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/components/admin/roles/role-form.tsx

@@ -103,6 +103,10 @@ const DEFAULT_PERMISSIONS: Record<string, Record<string, boolean>> = {
     delete: false,
     change_stage: false,
   },
+  inquiries: {
+    view: false,
+    manage: false,
+  },
 };
 
 const GROUP_LABELS: Record<string, string> = {
@@ -126,6 +130,7 @@ const GROUP_LABELS: Record<string, string> = {
   admin: 'Administration',
   residential_clients: 'Residential Clients',
   residential_interests: 'Residential Interests',
+  inquiries: 'Inquiries',
 };
 
 function formatAction(action: string): string {

src/components/alerts/alert-card.tsx

@@ -62,7 +62,7 @@ export function AlertCard({ alert, readOnly = false }: AlertCardProps) {
         </div>
       </div>
       {!readOnly ? (
-        <div className="flex shrink-0 items-start gap-1 opacity-0 transition-opacity duration-base ease-spring group-hover:opacity-100 focus-within:opacity-100">
+        <div className="flex shrink-0 items-start gap-1 text-muted-foreground">
           {!acknowledged ? (
             <Button
               variant="ghost"

src/components/alerts/alerts-page-shell.tsx

@@ -4,10 +4,11 @@ import { useState } from 'react';
 import { ShieldAlert } from 'lucide-react';
 
 import { PageHeader } from '@/components/shared/page-header';
+import { Button } from '@/components/ui/button';
 import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs';
 import { Skeleton } from '@/components/ui/skeleton';
 import { AlertCard, AlertCardEmpty } from './alert-card';
-import { useAlertCount, useAlertList, useAlertRealtime } from './use-alerts';
+import { useAlertCount, useAlertList, useAlertRealtime, useDismissAll } from './use-alerts';
 import type { AlertStatus } from './types';
 
 /**
@@ -30,6 +31,7 @@ export function AlertsPageShell({ embedded = false }: AlertsPageShellProps = {})
 
   const total = count?.total ?? 0;
   const alerts = data?.data ?? [];
+  const dismissAll = useDismissAll();
 
   return (
     <div className={embedded ? 'space-y-3' : 'space-y-6'}>
@@ -62,6 +64,18 @@ export function AlertsPageShell({ embedded = false }: AlertsPageShellProps = {})
         </TabsList>
 
         <TabsContent value={tab} className="mt-4 space-y-2">
+          {tab === 'open' && alerts.length > 0 ? (
+            <div className="flex justify-end">
+              <Button
+                variant="ghost"
+                size="sm"
+                onClick={() => dismissAll.mutate({})}
+                disabled={dismissAll.isPending}
+              >
+                Dismiss all
+              </Button>
+            </div>
+          ) : null}
           {isLoading ? (
             <div className="space-y-2">
               <Skeleton className="h-20 w-full" />

src/components/alerts/use-alerts.ts

@@ -41,6 +41,15 @@ export function useAlertActions() {
   return { acknowledge, dismiss };
 }
 
+export function useDismissAll() {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (filter: { ruleId?: string; severity?: string } = {}) =>
+      apiFetch('/api/v1/alerts/dismiss-all', { method: 'POST', body: filter }),
+    onSuccess: () => queryClient.invalidateQueries({ queryKey: ['alerts'] }),
+  });
+}
+
 export function useAlertRealtime() {
   useRealtimeInvalidation({
     'alert:created': [['alerts']],

src/components/inquiries/inquiry-card.tsx

@@ -0,0 +1,35 @@
+'use client';
+
+import Link from 'next/link';
+import { formatDistanceToNowStrict } from 'date-fns';
+
+import { Badge } from '@/components/ui/badge';
+import { Card, CardContent } from '@/components/ui/card';
+import { KIND_LABELS, TRIAGE_TONE, type InquiryRow } from '@/components/inquiries/inquiry-columns';
+
+export function InquiryCard({ inquiry, portSlug }: { inquiry: InquiryRow; portSlug: string }) {
+  return (
+    <Link href={`/${portSlug}/inquiries/${inquiry.id}`} className="block">
+      <Card className="transition-shadow hover:shadow-sm">
+        <CardContent className="p-3">
+          <div className="flex items-start justify-between gap-2">
+            <div className="min-w-0">
+              <p className="truncate font-medium">{inquiry.contactName || '(no name)'}</p>
+              {inquiry.contactEmail ? (
+                <p className="truncate text-sm text-muted-foreground">{inquiry.contactEmail}</p>
+              ) : null}
+            </div>
+            <Badge className={TRIAGE_TONE[inquiry.triageState]}>{inquiry.triageState}</Badge>
+          </div>
+          <div className="mt-2 flex items-center gap-2 text-xs text-muted-foreground">
+            <span>{KIND_LABELS[inquiry.kind]}</span>
+            <span>·</span>
+            <span>
+              {formatDistanceToNowStrict(new Date(inquiry.receivedAt), { addSuffix: true })}
+            </span>
+          </div>
+        </CardContent>
+      </Card>
+    </Link>
+  );
+}

src/components/inquiries/inquiry-columns.tsx

@@ -0,0 +1,217 @@
+'use client';
+
+import Link from 'next/link';
+import { format, formatDistanceToNowStrict } from 'date-fns';
+import { MoreHorizontal, UserCheck, X, ExternalLink } from 'lucide-react';
+import type { ColumnDef } from '@tanstack/react-table';
+
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+
+export type InquiryKind = 'berth_inquiry' | 'residence_inquiry' | 'contact_form';
+export type InquiryTriageState = 'open' | 'assigned' | 'converted' | 'dismissed';
+
+export interface InquiryRow {
+  id: string;
+  kind: InquiryKind;
+  contactName: string | null;
+  contactEmail: string | null;
+  receivedAt: string;
+  triageState: InquiryTriageState;
+  convertedClientId: string | null;
+  convertedInterestId: string | null;
+  sourceIp: string | null;
+  utmSource?: string | null;
+}
+
+export const KIND_LABELS: Record<InquiryKind, string> = {
+  berth_inquiry: 'Berth',
+  residence_inquiry: 'Residence',
+  contact_form: 'Contact',
+};
+
+const KIND_TONE: Record<InquiryKind, string> = {
+  berth_inquiry: 'bg-blue-100 text-blue-800',
+  residence_inquiry: 'bg-amber-100 text-amber-900',
+  contact_form: 'bg-slate-100 text-slate-800',
+};
+
+export const TRIAGE_TONE: Record<InquiryTriageState, string> = {
+  open: 'bg-blue-100 text-blue-800',
+  assigned: 'bg-amber-100 text-amber-900',
+  converted: 'bg-emerald-100 text-emerald-800',
+  dismissed: 'bg-slate-100 text-slate-600',
+};
+
+export const INQUIRY_COLUMN_OPTIONS: Array<{ id: string; label: string }> = [
+  { id: 'contactEmail', label: 'Email' },
+  { id: 'kind', label: 'Type' },
+  { id: 'triageState', label: 'Status' },
+  { id: 'utmSource', label: 'UTM source' },
+  { id: 'receivedAt', label: 'Received' },
+];
+
+export const INQUIRY_DEFAULT_HIDDEN: string[] = ['utmSource'];
+
+interface GetColumnsOptions {
+  portSlug: string;
+  onTriage: (row: InquiryRow, state: InquiryTriageState) => void;
+}
+
+export function getInquiryColumns({
+  portSlug,
+  onTriage,
+}: GetColumnsOptions): ColumnDef<InquiryRow, unknown>[] {
+  return [
+    {
+      id: 'contactName',
+      accessorKey: 'contactName',
+      header: 'Name',
+      cell: ({ row }) => (
+        <Link
+          href={`/${portSlug}/inquiries/${row.original.id}`}
+          className="truncate font-medium text-primary hover:underline"
+          onClick={(e) => e.stopPropagation()}
+        >
+          {row.original.contactName || '(no name)'}
+        </Link>
+      ),
+    },
+    {
+      id: 'contactEmail',
+      accessorKey: 'contactEmail',
+      header: 'Email',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const email = getValue() as string | null;
+        return email ? (
+          <span className="text-sm">{email}</span>
+        ) : (
+          <span className="text-muted-foreground">-</span>
+        );
+      },
+    },
+    {
+      id: 'kind',
+      accessorKey: 'kind',
+      header: 'Type',
+      cell: ({ getValue }) => {
+        const kind = getValue() as InquiryKind;
+        return <Badge className={KIND_TONE[kind]}>{KIND_LABELS[kind]}</Badge>;
+      },
+    },
+    {
+      id: 'triageState',
+      accessorKey: 'triageState',
+      header: 'Status',
+      cell: ({ row }) => {
+        const state = row.original.triageState;
+        return (
+          <div className="flex items-center gap-1.5">
+            <Badge className={TRIAGE_TONE[state]}>{state}</Badge>
+            {row.original.convertedInterestId ? (
+              <Link
+                href={`/${portSlug}/interests/${row.original.convertedInterestId}`}
+                className="text-primary hover:underline text-xs"
+                onClick={(e) => e.stopPropagation()}
+              >
+                interest →
+              </Link>
+            ) : row.original.convertedClientId ? (
+              <Link
+                href={`/${portSlug}/clients/${row.original.convertedClientId}`}
+                className="text-primary hover:underline text-xs"
+                onClick={(e) => e.stopPropagation()}
+              >
+                client →
+              </Link>
+            ) : null}
+          </div>
+        );
+      },
+    },
+    {
+      id: 'utmSource',
+      accessorKey: 'utmSource',
+      header: 'UTM source',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const utm = getValue() as string | null;
+        return utm ? (
+          <span className="text-sm">{utm}</span>
+        ) : (
+          <span className="text-muted-foreground">-</span>
+        );
+      },
+    },
+    {
+      id: 'receivedAt',
+      accessorKey: 'receivedAt',
+      header: 'Received',
+      cell: ({ getValue }) => {
+        const iso = getValue() as string;
+        const d = new Date(iso);
+        return (
+          <span className="text-muted-foreground text-sm tabular-nums" title={format(d, 'PPpp')}>
+            {formatDistanceToNowStrict(d, { addSuffix: true })}
+          </span>
+        );
+      },
+    },
+    {
+      id: 'actions',
+      header: '',
+      enableSorting: false,
+      size: 48,
+      cell: ({ row }) => {
+        const isResolved =
+          row.original.triageState === 'converted' || row.original.triageState === 'dismissed';
+        return (
+          <DropdownMenu>
+            <DropdownMenuTrigger asChild>
+              <Button
+                variant="ghost"
+                size="icon"
+                className="h-7 w-7"
+                aria-label={`Row actions for ${row.original.contactName ?? 'inquiry'}`}
+                onClick={(e) => e.stopPropagation()}
+              >
+                <MoreHorizontal className="h-4 w-4" aria-hidden />
+              </Button>
+            </DropdownMenuTrigger>
+            <DropdownMenuContent align="end">
+              <DropdownMenuItem asChild>
+                <Link href={`/${portSlug}/inquiries/${row.original.id}`}>
+                  <ExternalLink className="mr-2 h-3.5 w-3.5" aria-hidden />
+                  Open
+                </Link>
+              </DropdownMenuItem>
+              {!isResolved ? (
+                <>
+                  <DropdownMenuItem onClick={() => onTriage(row.original, 'assigned')}>
+                    <UserCheck className="mr-2 h-3.5 w-3.5" aria-hidden />
+                    Assign to me
+                  </DropdownMenuItem>
+                  <DropdownMenuItem onClick={() => onTriage(row.original, 'dismissed')}>
+                    <X className="mr-2 h-3.5 w-3.5" aria-hidden />
+                    Dismiss
+                  </DropdownMenuItem>
+                </>
+              ) : (
+                <DropdownMenuItem onClick={() => onTriage(row.original, 'open')}>
+                  Reopen
+                </DropdownMenuItem>
+              )}
+            </DropdownMenuContent>
+          </DropdownMenu>
+        );
+      },
+    },
+  ];
+}

src/components/inquiries/inquiry-convert-actions.tsx

@@ -0,0 +1,119 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { toast } from 'sonner';
+import { ArrowRight, UserPlus, UserCheck, X } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+
+interface InquiryConvertActionsProps {
+  portSlug: string;
+  inquiry: {
+    id: string;
+    triageState: string;
+    convertedClientId: string | null;
+    convertedInterestId: string | null;
+  };
+}
+
+export function InquiryConvertActions({ portSlug, inquiry }: InquiryConvertActionsProps) {
+  const router = useRouter();
+  const queryClient = useQueryClient();
+
+  const invalidate = () => {
+    queryClient.invalidateQueries({ queryKey: ['inquiries'] });
+  };
+
+  const convert = useMutation({
+    mutationFn: (target: 'client' | 'interest') =>
+      apiFetch<{ data: { clientId: string; interestId: string | null } }>(
+        `/api/v1/inquiries/${inquiry.id}/convert`,
+        { method: 'POST', body: { target } },
+      ),
+    onSuccess: (res, target) => {
+      invalidate();
+      if (target === 'interest' && res.data.interestId) {
+        toast.success('Converted to interest.');
+        router.push(`/${portSlug}/interests/${res.data.interestId}`);
+      } else {
+        toast.success('Converted to client.');
+        router.push(`/${portSlug}/clients/${res.data.clientId}`);
+      }
+    },
+    onError: (err: unknown) => toastError(err, 'Convert failed'),
+  });
+
+  const triage = useMutation({
+    mutationFn: (state: 'open' | 'assigned' | 'dismissed') =>
+      apiFetch(`/api/v1/inquiries/${inquiry.id}/triage`, { method: 'PATCH', body: { state } }),
+    onSuccess: (_d, state) => {
+      invalidate();
+      toast.success(`Marked ${state}.`);
+    },
+    onError: (err: unknown) => toastError(err, 'Update failed'),
+  });
+
+  const busy = convert.isPending || triage.isPending;
+  const alreadyInterest = Boolean(inquiry.convertedInterestId);
+
+  return (
+    <PermissionGate resource="inquiries" action="manage">
+      <div className="flex flex-wrap items-center gap-2">
+        {alreadyInterest ? (
+          <Button variant="outline" size="sm" asChild>
+            <a href={`/${portSlug}/interests/${inquiry.convertedInterestId}`}>View interest</a>
+          </Button>
+        ) : (
+          <Button size="sm" disabled={busy} onClick={() => convert.mutate('interest')}>
+            <ArrowRight className="mr-1.5 h-4 w-4" aria-hidden />
+            Convert to interest
+          </Button>
+        )}
+
+        {inquiry.convertedClientId ? (
+          <Button variant="outline" size="sm" asChild>
+            <a href={`/${portSlug}/clients/${inquiry.convertedClientId}`}>View client</a>
+          </Button>
+        ) : (
+          <Button
+            variant="outline"
+            size="sm"
+            disabled={busy}
+            onClick={() => convert.mutate('client')}
+          >
+            <UserPlus className="mr-1.5 h-4 w-4" aria-hidden />
+            Convert to client
+          </Button>
+        )}
+
+        {inquiry.triageState === 'open' ? (
+          <Button
+            variant="ghost"
+            size="sm"
+            disabled={busy}
+            onClick={() => triage.mutate('assigned')}
+          >
+            <UserCheck className="mr-1.5 h-4 w-4" aria-hidden />
+            Assign to me
+          </Button>
+        ) : null}
+
+        {inquiry.triageState !== 'dismissed' && inquiry.triageState !== 'converted' ? (
+          <Button
+            variant="ghost"
+            size="sm"
+            disabled={busy}
+            onClick={() => triage.mutate('dismissed')}
+          >
+            <X className="mr-1.5 h-4 w-4" aria-hidden />
+            Dismiss
+          </Button>
+        ) : null}
+      </div>
+    </PermissionGate>
+  );
+}

src/components/inquiries/inquiry-detail.tsx

@@ -0,0 +1,184 @@
+'use client';
+
+import { useQuery } from '@tanstack/react-query';
+import { useParams } from 'next/navigation';
+import { format } from 'date-fns';
+
+import { DetailLayout, type DetailTab } from '@/components/shared/detail-layout';
+import { DetailNotFound } from '@/components/shared/detail-not-found';
+import { Badge } from '@/components/ui/badge';
+import { apiFetch } from '@/lib/api/client';
+import {
+  KIND_LABELS,
+  TRIAGE_TONE,
+  type InquiryKind,
+  type InquiryTriageState,
+} from '@/components/inquiries/inquiry-columns';
+import { InquiryConvertActions } from '@/components/inquiries/inquiry-convert-actions';
+
+interface InquiryDetailData {
+  id: string;
+  kind: InquiryKind;
+  contactName: string | null;
+  contactEmail: string | null;
+  payload: Record<string, unknown> | null;
+  receivedAt: string;
+  sourceIp: string | null;
+  utmSource: string | null;
+  utmMedium: string | null;
+  utmCampaign: string | null;
+  triageState: InquiryTriageState;
+  triagedAt: string | null;
+  convertedClientId: string | null;
+  convertedInterestId: string | null;
+  convertedClient: { id: string; fullName: string } | null;
+  convertedInterest: { id: string; pipelineStage: string } | null;
+}
+
+function Row({ label, value }: { label: string; value: React.ReactNode }) {
+  return (
+    <div className="grid grid-cols-[140px_1fr] gap-2 py-1.5 text-sm">
+      <span className="text-muted-foreground">{label}</span>
+      <span className="min-w-0 break-words">
+        {value || <span className="text-muted-foreground">—</span>}
+      </span>
+    </div>
+  );
+}
+
+export function InquiryDetail({ id }: { id: string }) {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const { data, isLoading, error } = useQuery<InquiryDetailData>({
+    queryKey: ['inquiries', id],
+    queryFn: () =>
+      apiFetch<{ data: InquiryDetailData }>(`/api/v1/inquiries/${id}`).then((r) => r.data),
+    retry: (count, err) => {
+      const status = (err as { status?: number })?.status;
+      return status === 404 || status === 403 ? false : count < 2;
+    },
+  });
+
+  if (error && !isLoading) {
+    const status = (error as { status?: number })?.status;
+    return (
+      <DetailNotFound
+        entity="inquiry"
+        backHref={`/${portSlug}/inquiries`}
+        backLabel="Back to inquiries"
+        status={status}
+      />
+    );
+  }
+
+  const p = (data?.payload ?? {}) as Record<string, unknown>;
+  const str = (k: string) => (typeof p[k] === 'string' ? (p[k] as string) : '');
+
+  const tabs: DetailTab[] = [
+    {
+      id: 'overview',
+      label: 'Overview',
+      content: (
+        <div className="max-w-xl">
+          <Row label="Name" value={data?.contactName} />
+          <Row label="Email" value={data?.contactEmail} />
+          <Row label="Phone" value={str('phone')} />
+          {data?.kind === 'residence_inquiry' ? (
+            <Row label="Place of residence" value={str('address')} />
+          ) : null}
+          {data?.kind === 'berth_inquiry' ? <Row label="Berth" value={str('berth')} /> : null}
+          {data?.kind === 'contact_form' ? <Row label="Comments" value={str('comments')} /> : null}
+          <Row label="Type" value={data ? KIND_LABELS[data.kind] : ''} />
+          <Row label="Received" value={data ? format(new Date(data.receivedAt), 'PPpp') : ''} />
+          <Row label="Source IP" value={data?.sourceIp} />
+          <Row label="UTM source" value={data?.utmSource} />
+          <Row label="UTM medium" value={data?.utmMedium} />
+          <Row label="UTM campaign" value={data?.utmCampaign} />
+        </div>
+      ),
+    },
+    {
+      id: 'tracking',
+      label: 'Tracking',
+      content: (
+        <div className="max-w-xl">
+          <Row
+            label="Status"
+            value={
+              data ? (
+                <Badge className={TRIAGE_TONE[data.triageState]}>{data.triageState}</Badge>
+              ) : (
+                ''
+              )
+            }
+          />
+          <Row
+            label="Triaged at"
+            value={data?.triagedAt ? format(new Date(data.triagedAt), 'PPpp') : ''}
+          />
+          <Row
+            label="Converted client"
+            value={
+              data?.convertedClient ? (
+                <a
+                  href={`/${portSlug}/clients/${data.convertedClient.id}`}
+                  className="text-primary hover:underline"
+                >
+                  {data.convertedClient.fullName}
+                </a>
+              ) : null
+            }
+          />
+          <Row
+            label="Converted interest"
+            value={
+              data?.convertedInterest ? (
+                <a
+                  href={`/${portSlug}/interests/${data.convertedInterest.id}`}
+                  className="text-primary hover:underline"
+                >
+                  View interest ({data.convertedInterest.pipelineStage})
+                </a>
+              ) : null
+            }
+          />
+        </div>
+      ),
+    },
+    {
+      id: 'payload',
+      label: 'Raw payload',
+      content: (
+        <pre className="max-h-96 overflow-auto rounded-md bg-muted/40 p-3 text-xs">
+          {JSON.stringify(data?.payload ?? {}, null, 2)}
+        </pre>
+      ),
+    },
+  ];
+
+  return (
+    <DetailLayout
+      isLoading={isLoading}
+      header={
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
+          <div>
+            <div className="flex items-center gap-2">
+              <h1 className="text-xl font-semibold">{data?.contactName || '(no name)'}</h1>
+              {data ? (
+                <Badge className={TRIAGE_TONE[data.triageState]}>{data.triageState}</Badge>
+              ) : null}
+            </div>
+            <p className="mt-1 text-sm text-muted-foreground">
+              {data ? KIND_LABELS[data.kind] : ''} inquiry
+              {data?.contactEmail ? ` · ${data.contactEmail}` : ''}
+            </p>
+          </div>
+          {data ? <InquiryConvertActions portSlug={portSlug} inquiry={data} /> : null}
+        </div>
+      }
+      tabs={tabs}
+      defaultTab="overview"
+    />
+  );
+}

src/components/inquiries/inquiry-filters.tsx

@@ -0,0 +1,33 @@
+import type { FilterDefinition } from '@/components/shared/filter-bar';
+
+export const inquiryFilterDefinitions: FilterDefinition[] = [
+  {
+    key: 'search',
+    label: 'Search',
+    type: 'text',
+    placeholder: 'Search name or email…',
+  },
+  {
+    key: 'kind',
+    label: 'Type',
+    type: 'select',
+    options: [
+      { label: 'Berth', value: 'berth_inquiry' },
+      { label: 'Residence', value: 'residence_inquiry' },
+      { label: 'Contact', value: 'contact_form' },
+    ],
+  },
+  {
+    key: 'state',
+    label: 'Status',
+    type: 'select',
+    options: [
+      { label: 'Inbox (open + assigned)', value: 'inbox' },
+      { label: 'Open', value: 'open' },
+      { label: 'Assigned', value: 'assigned' },
+      { label: 'Converted', value: 'converted' },
+      { label: 'Dismissed', value: 'dismissed' },
+      { label: 'All', value: 'all' },
+    ],
+  },
+];

src/components/inquiries/inquiry-list.tsx

@@ -0,0 +1,127 @@
+'use client';
+
+import { useEffect } from 'react';
+import { useParams } from 'next/navigation';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { toast } from 'sonner';
+
+import { useMobileChrome } from '@/components/layout/mobile/mobile-layout-provider';
+import { DataTable } from '@/components/shared/data-table';
+import { FilterBar } from '@/components/shared/filter-bar';
+import { ColumnPicker } from '@/components/shared/column-picker';
+import { PageHeader } from '@/components/shared/page-header';
+import { EmptyState } from '@/components/shared/empty-state';
+import { TableSkeleton } from '@/components/shared/loading-skeleton';
+import { usePaginatedQuery } from '@/hooks/use-paginated-query';
+import { useTablePreferences } from '@/hooks/use-table-preferences';
+import { apiFetch } from '@/lib/api/client';
+import { toastError } from '@/lib/api/toast-error';
+import { inquiryFilterDefinitions } from '@/components/inquiries/inquiry-filters';
+import {
+  getInquiryColumns,
+  INQUIRY_COLUMN_OPTIONS,
+  INQUIRY_DEFAULT_HIDDEN,
+  type InquiryRow,
+  type InquiryTriageState,
+} from '@/components/inquiries/inquiry-columns';
+import { InquiryCard } from '@/components/inquiries/inquiry-card';
+
+export function InquiryList() {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+  const queryClient = useQueryClient();
+
+  const { setChrome } = useMobileChrome();
+  useEffect(() => {
+    setChrome({ title: 'Inquiries', showBackButton: false });
+    return () => setChrome({ title: null, showBackButton: false });
+  }, [setChrome]);
+
+  const {
+    data,
+    pagination,
+    isLoading,
+    isFetching,
+    sort,
+    setSort,
+    setPage,
+    setPageSize,
+    filters,
+    setFilter,
+    clearFilters,
+  } = usePaginatedQuery<InquiryRow>({
+    queryKey: ['inquiries'],
+    endpoint: '/api/v1/inquiries',
+    initialSort: { field: 'receivedAt', direction: 'desc' },
+    filterDefinitions: inquiryFilterDefinitions,
+  });
+
+  const triageMutation = useMutation({
+    mutationFn: (args: { id: string; state: InquiryTriageState }) =>
+      apiFetch(`/api/v1/inquiries/${args.id}/triage`, {
+        method: 'PATCH',
+        body: { state: args.state },
+      }),
+    onSuccess: (_d, vars) => {
+      queryClient.invalidateQueries({ queryKey: ['inquiries'] });
+      toast.success(`Marked ${vars.state}.`);
+    },
+    onError: (err: unknown) => toastError(err, 'Update failed'),
+  });
+
+  const columns = getInquiryColumns({
+    portSlug,
+    onTriage: (row, state) => triageMutation.mutate({ id: row.id, state }),
+  });
+
+  const { hidden, setHidden } = useTablePreferences('inquiries', INQUIRY_DEFAULT_HIDDEN);
+  const columnVisibility = Object.fromEntries(hidden.map((id) => [id, false]));
+
+  return (
+    <div className="space-y-4">
+      <PageHeader
+        title="Inquiries"
+        description="Submissions captured from the public marketing site (berth, residence, and contact forms)."
+        variant="gradient"
+      />
+
+      <div className="flex flex-wrap items-center gap-2">
+        <FilterBar
+          filters={inquiryFilterDefinitions}
+          values={filters}
+          onChange={setFilter}
+          onClear={clearFilters}
+        />
+        <div className="ml-auto flex flex-wrap items-center gap-2">
+          <ColumnPicker columns={INQUIRY_COLUMN_OPTIONS} hidden={hidden} onChange={setHidden} />
+        </div>
+      </div>
+
+      {isLoading ? (
+        <TableSkeleton />
+      ) : (
+        <DataTable
+          columns={columns}
+          columnVisibility={columnVisibility}
+          data={data}
+          pagination={pagination}
+          onPaginationChange={(p, ps) => {
+            setPage(p);
+            setPageSize(ps);
+          }}
+          sort={sort}
+          onSortChange={setSort}
+          isLoading={isFetching && !isLoading}
+          getRowId={(row) => row.id}
+          cardRender={(row) => <InquiryCard inquiry={row.original} portSlug={portSlug} />}
+          emptyState={
+            <EmptyState
+              title="No inquiries found"
+              description="Submissions from the marketing site will appear here."
+            />
+          }
+        />
+      )}
+    </div>
+  );
+}

src/components/layout/inbox.tsx

@@ -37,7 +37,12 @@ import { cn } from '@/lib/utils';
 import { useNotifications } from '@/hooks/use-notifications';
 import { NotificationItem } from '@/components/notifications/notification-item';
 import { AlertCard, AlertCardEmpty } from '@/components/alerts/alert-card';
-import { useAlertCount, useAlertList, useAlertRealtime } from '@/components/alerts/use-alerts';
+import {
+  useAlertCount,
+  useAlertList,
+  useAlertRealtime,
+  useDismissAll,
+} from '@/components/alerts/use-alerts';
 
 interface NotificationListResponse {
   data: Array<{
@@ -66,6 +71,7 @@ export function Inbox() {
   const systemCritical = alertCount?.bySeverity.critical ?? 0;
   const systemAlerts = alertList?.data ?? [];
   const systemTop = systemAlerts.slice(0, 8);
+  const dismissAll = useDismissAll();
 
   // ── Personal (notifications) ──
   const { unreadCount: personalUnread } = useNotifications();
@@ -230,13 +236,25 @@ export function Inbox() {
               <h4 className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
                 Active alerts
               </h4>
-              <Link
-                /* eslint-disable-next-line @typescript-eslint/no-explicit-any */
-                href={portSlug ? (`/${portSlug}/alerts` as any) : ('/alerts' as any)}
-                className="text-xs text-muted-foreground hover:text-foreground"
-              >
-                View all
-              </Link>
+              <div className="flex items-center gap-3">
+                {systemAlerts.length > 0 ? (
+                  <button
+                    type="button"
+                    onClick={() => dismissAll.mutate({})}
+                    disabled={dismissAll.isPending}
+                    className="text-xs text-muted-foreground hover:text-foreground disabled:opacity-50"
+                  >
+                    Dismiss all
+                  </button>
+                ) : null}
+                <Link
+                  /* eslint-disable-next-line @typescript-eslint/no-explicit-any */
+                  href={portSlug ? (`/${portSlug}/alerts` as any) : ('/alerts' as any)}
+                  className="text-xs text-muted-foreground hover:text-foreground"
+                >
+                  View all
+                </Link>
+              </div>
             </div>
             <Separator />
             <ScrollArea className="max-h-[400px]">

src/components/layout/mobile/more-sheet.tsx

@@ -6,6 +6,7 @@ import {
   Bookmark,
   Building2,
   FileSignature,
+  MailQuestion,
   FileText,
   Globe,
   Home,
@@ -53,6 +54,7 @@ const MORE_GROUPS: MoreGroup[] = [
     items: [
       { label: 'Documents', icon: FileSignature, segment: 'documents' },
       { label: 'Interests', icon: Bookmark, segment: 'interests' },
+      { label: 'Inquiries', icon: MailQuestion, segment: 'inquiries' },
       { label: 'Yachts', icon: Ship, segment: 'yachts' },
       { label: 'Companies', icon: Building2, segment: 'companies' },
       { label: 'Residential', icon: Home, segment: 'residential/clients' },

src/components/layout/sidebar.tsx

@@ -16,6 +16,7 @@ import {
   FileText,
   FileBarChart,
   Inbox,
+  MailQuestion,
   Camera,
   Globe,
   Settings,
@@ -115,6 +116,7 @@ function buildNavSections(portSlug: string | undefined): NavSection[] {
         { href: `${base}/yachts`, label: 'Yachts', icon: Ship },
         { href: `${base}/companies`, label: 'Companies', icon: Building2 },
         { href: `${base}/interests`, label: 'Interests', icon: Bookmark },
+        { href: `${base}/inquiries`, label: 'Inquiries', icon: MailQuestion },
         { href: `${base}/berths`, label: 'Berths', icon: Anchor },
         {
           href: `${base}/tenancies`,

src/lib/auth/permissions.ts

@@ -69,6 +69,7 @@ export const PERMISSION_CATALOG = {
   ],
   residential_clients: ['view', 'create', 'edit', 'delete'],
   residential_interests: ['view', 'create', 'edit', 'delete', 'change_stage'],
+  inquiries: ['view', 'manage'],
 } as const satisfies {
   [R in PermissionResource]: ReadonlyArray<PermissionAction<R> & string>;
 };

src/lib/db/migrations/0092_inquiries_permission.sql

@@ -0,0 +1,25 @@
+-- 0092_inquiries_permission.sql
+-- ----------------------------------------------------------------------------
+-- New `inquiries` permission resource (view/manage) backing the top-level
+-- Inquiries workbench (previously the inbox lived under /admin and was gated on
+-- admin.view_audit_log, which sales roles don't have).
+--
+-- Existing role rows are backfilled so the resource defaults to whatever the
+-- role's `clients` access is: view ⟵ clients.view, manage ⟵ clients.create.
+-- This lights up the right roles (anyone who can see/create clients) without a
+-- manual per-role edit, and defaults to deny for read-only roles.
+--
+-- New-key only and idempotent via the `? 'inquiries'` guard, so re-running is a
+-- no-op. Per-user / port-role override tables are intentionally left untouched:
+-- the deep-merge resolver fills missing leaves from the base role (same
+-- reasoning as 0041).
+
+UPDATE roles
+SET permissions = permissions || jsonb_build_object(
+  'inquiries', jsonb_build_object(
+    'view',   COALESCE((permissions->'clients'->>'view')::boolean,   false),
+    'manage', COALESCE((permissions->'clients'->>'create')::boolean, false)
+  )
+)
+WHERE permissions IS NOT NULL
+  AND NOT (permissions ? 'inquiries');

src/lib/db/migrations/0093_website_submissions_inquiry_cols.sql

@@ -0,0 +1,31 @@
+-- 0093_website_submissions_inquiry_cols.sql
+-- ----------------------------------------------------------------------------
+-- Inquiries workbench: tracking + display columns on website_submissions.
+--   converted_client_id / converted_interest_id - set when an operator converts
+--     an inquiry into CRM entities (FK to clients/interests).
+--   contact_name / contact_email - extracted from the JSONB payload at capture
+--     time so the list view can search/sort/display via real columns.
+--
+-- Idempotent: ADD COLUMN IF NOT EXISTS + CREATE INDEX IF NOT EXISTS + a
+-- COALESCE backfill that only fills nulls. Safe to re-run.
+
+ALTER TABLE website_submissions
+  ADD COLUMN IF NOT EXISTS converted_client_id   text REFERENCES clients(id),
+  ADD COLUMN IF NOT EXISTS converted_interest_id text REFERENCES interests(id),
+  ADD COLUMN IF NOT EXISTS contact_name  text,
+  ADD COLUMN IF NOT EXISTS contact_email text;
+
+CREATE INDEX IF NOT EXISTS idx_ws_contact_email
+  ON website_submissions (port_id, contact_email);
+
+-- Backfill display columns from existing payloads (only where still null).
+UPDATE website_submissions
+SET contact_email = COALESCE(contact_email, NULLIF(payload->>'email', '')),
+    contact_name  = COALESCE(
+      contact_name,
+      NULLIF(TRIM(CONCAT_WS(' ', payload->>'first_name', payload->>'last_name')), ''),
+      NULLIF(payload->>'name', ''),
+      NULLIF(payload->>'fullName', ''),
+      NULLIF(payload->>'full_name', '')
+    )
+WHERE contact_email IS NULL OR contact_name IS NULL;

src/lib/db/schema/insights.ts

@@ -99,6 +99,7 @@ export type AlertSeverity = 'info' | 'warning' | 'critical';
 export const ALERT_RULES = [
   'reservation.no_agreement',
   'interest.stale',
+  'interest.no_activity',
   'document.signer_overdue',
   'berth.under_offer_stalled',
   'expense.duplicate',

src/lib/db/schema/users.ts

@@ -162,6 +162,10 @@ export type RolePermissions = {
     delete: boolean;
     change_stage: boolean;
   };
+  inquiries: {
+    view: boolean;
+    manage: boolean;
+  };
 };
 
 /**

src/lib/db/schema/website-submissions.ts

@@ -51,6 +51,18 @@ export const websiteSubmissions = pgTable(
      *  same form submission. Useful for reconciling: pick any submission
      *  here, look up the matching NocoDB row, confirm both halves agree. */
     legacyNocodbId: text('legacy_nocodb_id'),
+    /** Contact name + email extracted from `payload` at capture time so the
+     *  inquiry list can search/sort/display via real columns (payload stays
+     *  JSONB and isn't searched directly). Populated by the capture endpoint
+     *  and backfilled in migration 0093. */
+    contactName: text('contact_name'),
+    contactEmail: text('contact_email'),
+    /** Set when an operator converts this inquiry into CRM entities. FK enforced
+     *  at the DB level (migration 0093); typed as plain text here to avoid a
+     *  circular schema import — `clients`/`interests` already reference
+     *  `website_submissions`. */
+    convertedClientId: text('converted_client_id'),
+    convertedInterestId: text('converted_interest_id'),
     /** Capture-time metadata for debugging. */
     sourceIp: text('source_ip'),
     userAgent: text('user_agent'),

src/lib/db/seed-permissions.ts

@@ -88,6 +88,10 @@ export const ALL_PERMISSIONS: RolePermissions = {
     delete: true,
     change_stage: true,
   },
+  inquiries: {
+    view: true,
+    manage: true,
+  },
 };
 
 export const DIRECTOR_PERMISSIONS: RolePermissions = {
@@ -167,6 +171,10 @@ export const DIRECTOR_PERMISSIONS: RolePermissions = {
     delete: true,
     change_stage: true,
   },
+  inquiries: {
+    view: true,
+    manage: true,
+  },
 };
 
 export const SALES_MANAGER_PERMISSIONS: RolePermissions = {
@@ -246,6 +254,10 @@ export const SALES_MANAGER_PERMISSIONS: RolePermissions = {
     delete: false,
     change_stage: false,
   },
+  inquiries: {
+    view: true,
+    manage: true,
+  },
 };
 
 export const SALES_AGENT_PERMISSIONS: RolePermissions = {
@@ -325,6 +337,10 @@ export const SALES_AGENT_PERMISSIONS: RolePermissions = {
     delete: false,
     change_stage: false,
   },
+  inquiries: {
+    view: true,
+    manage: true,
+  },
 };
 
 export const VIEWER_PERMISSIONS: RolePermissions = {
@@ -410,6 +426,10 @@ export const VIEWER_PERMISSIONS: RolePermissions = {
     delete: false,
     change_stage: false,
   },
+  inquiries: {
+    view: true,
+    manage: false,
+  },
 };
 
 // Residential Partner - for an outside party who handles residential
@@ -498,4 +518,8 @@ export const RESIDENTIAL_PARTNER_PERMISSIONS: RolePermissions = {
     delete: false,
     change_stage: true,
   },
+  inquiries: {
+    view: false,
+    manage: false,
+  },
 };

src/lib/services/alert-rules.ts

@@ -32,6 +32,46 @@ function daysAgo(n: number): Date {
   return new Date(Date.now() - n * DAY_MS);
 }
 
+// ─── shared interest-activity fragments ───────────────────────────────────────
+// Correlated subqueries keyed on `interests.id`, reused by the interest rules.
+
+/**
+ * True when the interest was created by the legacy→CRM bulk import. The
+ * migration ledger is the only reliable marker (no column on `interests`).
+ */
+const isImportedSql = sql`EXISTS (
+  SELECT 1 FROM migration_source_links msl
+  WHERE msl.source_system = 'nocodb_interests'
+    AND msl.target_entity_type = 'interest'
+    AND msl.target_entity_id = ${interests.id}
+)`;
+
+/**
+ * True when a real user has worked the interest in-system: a logged contact, a
+ * note, or an UPDATE audit by a real user. The initial create-audit is excluded
+ * (action='update' only) so a bare, never-touched creation does not count.
+ */
+const hasFollowupSql = sql`(
+  EXISTS (SELECT 1 FROM interest_contact_log icl WHERE icl.interest_id = ${interests.id})
+  OR EXISTS (SELECT 1 FROM interest_notes inn WHERE inn.interest_id = ${interests.id})
+  OR EXISTS (
+    SELECT 1 FROM audit_logs al
+    WHERE al.entity_type = 'interest' AND al.entity_id = ${interests.id}
+      AND al.user_id IS NOT NULL AND al.action = 'update'
+  )
+)`;
+
+/**
+ * Most recent genuine in-system touch, used as the staleness clock. Coalesced to
+ * '-infinity' so GREATEST never returns NULL.
+ */
+const lastTouchAtSql = sql`GREATEST(
+  COALESCE(${interests.dateLastContact}, '-infinity'::timestamptz),
+  COALESCE((SELECT max(icl.occurred_at) FROM interest_contact_log icl WHERE icl.interest_id = ${interests.id}), '-infinity'::timestamptz),
+  COALESCE((SELECT max(inn.created_at) FROM interest_notes inn WHERE inn.interest_id = ${interests.id}), '-infinity'::timestamptz),
+  COALESCE((SELECT max(al.created_at) FROM audit_logs al WHERE al.entity_type='interest' AND al.entity_id=${interests.id} AND al.user_id IS NOT NULL AND al.action='update'), '-infinity'::timestamptz)
+)`;
+
 // ─── reservation.no_agreement ─────────────────────────────────────────────────
 // Active reservations > 3 days old that have no reservation_agreement document
 // in any non-cancelled state.
@@ -70,22 +110,18 @@ async function reservationNoAgreement(portId: string): Promise<AlertCandidate[]>
   }));
 }
 
+// Mid-funnel stages where silence is a problem. EOI / reservation / deposit /
+// contract stages have their own dedicated alerts (eoi.unsigned_long,
+// reservation.no_agreement, etc.), so these rules sit before signing kicks in.
+const ACTIVE_EARLY_STAGES = ['enquiry', 'qualified', 'nurturing'];
+
 // ─── interest.stale ───────────────────────────────────────────────────────────
-// Pipeline stuck in mid-funnel stages with no contact for 14+ days.
+// A lead a user actually WORKED in-system (logged a contact / note / made an
+// update) that has since gone quiet for 14+ days. Interests that were merely
+// imported and never touched are handled by interest.no_activity, not here — so
+// the bulk-import backlog never lands in this rule.
 
 async function interestStale(portId: string): Promise<AlertCandidate[]> {
-  // Mid-funnel stages where silence is a problem. EOI / reservation /
-  // deposit / contract stages have their own dedicated alerts
-  // (eoi.unsigned_long, reservation.no_agreement, deposit_overdue, etc.),
-  // so this alert sits before signing kicks in.
-  //
-  // 2026-05-14 pipeline-refactor sweep: the prior values
-  // ('details_sent', 'in_communication', 'eoi_sent') were collapsed by
-  // migration 0062 into the 7-stage canon (enquiry / qualified /
-  // nurturing / eoi / ...). Until this fix landed, this alert never
-  // fired because no row in the new schema carried the dead stage
-  // strings.
-  const STALE_STAGES = ['enquiry', 'qualified', 'nurturing'];
   const rows = await db
     .select({
       id: interests.id,
@@ -97,25 +133,10 @@ async function interestStale(portId: string): Promise<AlertCandidate[]> {
     .where(
       and(
         eq(interests.portId, portId),
-        inArray(interests.pipelineStage, STALE_STAGES),
+        inArray(interests.pipelineStage, ACTIVE_EARLY_STAGES),
         isNull(interests.archivedAt),
-        // An interest can't be "stale for 14+ days" if it has only existed in
-        // THIS system for less than 14 days. Without this floor, a bulk import
-        // (which backdates dateLastContact to the legacy value) instantly flags
-        // every migrated interest as stale and floods the alert rail.
-        //
-        // We floor on updatedAt, NOT createdAt: the legacy→CRM migration
-        // backfilled created_at to each interest's real origination date (so
-        // analytics date-ranges work), which would make every migrated row look
-        // 14+ days old and re-open the flood. updated_at is left at the
-        // migration timestamp, so it's the reliable "entered/last-touched this
-        // system" clock — migrated rows stay suppressed for 14 days, then the
-        // contact-based OR below governs.
-        lt(interests.updatedAt, daysAgo(14)),
-        or(
-          lt(interests.dateLastContact, daysAgo(14)),
-          and(isNull(interests.dateLastContact), lt(interests.updatedAt, daysAgo(14))),
-        ),
+        sql`${hasFollowupSql}`,
+        sql`${lastTouchAtSql} < now() - interval '14 days'`,
       ),
     );
 
@@ -123,7 +144,7 @@ async function interestStale(portId: string): Promise<AlertCandidate[]> {
     ruleId: 'interest.stale',
     severity: 'info',
     title: `Stale interest: ${r.clientName}`,
-    body: `In '${STAGE_LABELS[r.stage as PipelineStage] ?? r.stage.replace(/_/g, ' ')}' with no contact for 14+ days.`,
+    body: `In '${STAGE_LABELS[r.stage as PipelineStage] ?? r.stage.replace(/_/g, ' ')}' — worked but no activity for 14+ days.`,
     link: `/[port]/interests/${r.id}`,
     entityType: 'interest',
     entityId: r.id,
@@ -131,6 +152,42 @@ async function interestStale(portId: string): Promise<AlertCandidate[]> {
   }));
 }
 
+// ─── interest.no_activity ─────────────────────────────────────────────────────
+// A brand-new inbound interest nobody has touched in-system, 14+ days after it
+// arrived. Excludes bulk-imported rows (those live in migration_source_links)
+// so the historical backlog never nags.
+
+async function interestNoActivity(portId: string): Promise<AlertCandidate[]> {
+  const rows = await db
+    .select({
+      id: interests.id,
+      stage: interests.pipelineStage,
+      clientName: sql<string>`coalesce((SELECT full_name FROM clients WHERE id = ${interests.clientId}), 'unknown')`,
+    })
+    .from(interests)
+    .where(
+      and(
+        eq(interests.portId, portId),
+        inArray(interests.pipelineStage, ACTIVE_EARLY_STAGES),
+        isNull(interests.archivedAt),
+        lt(interests.createdAt, daysAgo(14)),
+        sql`NOT ${hasFollowupSql}`,
+        sql`NOT ${isImportedSql}`,
+      ),
+    );
+
+  return rows.map((r) => ({
+    ruleId: 'interest.no_activity',
+    severity: 'info',
+    title: `New inquiry untouched: ${r.clientName}`,
+    body: `In '${STAGE_LABELS[r.stage as PipelineStage] ?? r.stage.replace(/_/g, ' ')}' — no activity since it arrived 14+ days ago.`,
+    link: `/[port]/interests/${r.id}`,
+    entityType: 'interest',
+    entityId: r.id,
+    metadata: { stage: r.stage },
+  }));
+}
+
 // ─── document.signer_overdue ──────────────────────────────────────────────────
 // Pending signer for >14d, last reminder >7d ago (or never).
 
@@ -282,6 +339,10 @@ async function interestHighValueSilent(portId: string): Promise<AlertCandidate[]
         eq(interests.portId, portId),
         eq(interests.leadCategory, 'hot_lead'),
         isNull(interests.archivedAt),
+        // Don't flood from imported-but-never-touched hot leads (their
+        // dateLastContact is back-dated to a legacy date). Once a user works one
+        // in-system, it becomes eligible again.
+        sql`( NOT ${isImportedSql} OR ${hasFollowupSql} )`,
         or(
           lt(interests.dateLastContact, cutoff),
           and(isNull(interests.dateLastContact), lt(interests.updatedAt, cutoff)),
@@ -335,6 +396,7 @@ async function eoiUnsignedLong(portId: string): Promise<AlertCandidate[]> {
 export const RULE_REGISTRY: Record<AlertRuleId, RuleEvaluator> = {
   'reservation.no_agreement': reservationNoAgreement,
   'interest.stale': interestStale,
+  'interest.no_activity': interestNoActivity,
   'document.signer_overdue': documentSignerOverdue,
   'berth.under_offer_stalled': berthUnderOfferStalled,
   'expense.duplicate': expenseDuplicate,

src/lib/services/alerts.service.ts

@@ -120,6 +120,42 @@ export async function dismissAlert(alertId: string, portId: string, userId: stri
   }
 }
 
+/**
+ * Bulk-dismiss every open (non-dismissed, non-resolved) alert for a port,
+ * optionally narrowed to a single rule and/or severity. Returns the count
+ * dismissed. Port-scoped so it can never touch another tenant's alerts.
+ */
+export async function dismissAllForPort(
+  portId: string,
+  userId: string,
+  filter: { ruleId?: AlertRuleId; severity?: AlertSeverity } = {},
+): Promise<number> {
+  const conds = [eq(alerts.portId, portId), isNull(alerts.dismissedAt), isNull(alerts.resolvedAt)];
+  if (filter.ruleId) conds.push(eq(alerts.ruleId, filter.ruleId));
+  if (filter.severity) conds.push(eq(alerts.severity, filter.severity));
+
+  const rows = await db
+    .update(alerts)
+    .set({ dismissedAt: sql`now()`, dismissedBy: userId })
+    .where(and(...conds))
+    .returning({ id: alerts.id });
+
+  for (const r of rows) {
+    emitToRoom(`port:${portId}`, 'alert:dismissed', { alertId: r.id, portId });
+  }
+  if (rows.length > 0) {
+    void createAuditLog({
+      portId,
+      userId,
+      action: 'update',
+      entityType: 'alert',
+      entityId: portId, // port-wide bulk action — no single alert subject
+      metadata: { kind: 'dismiss_all', count: rows.length, filter },
+    });
+  }
+  return rows.length;
+}
+
 export async function acknowledgeAlert(
   alertId: string,
   portId: string,

src/lib/services/inquiries.service.ts

@@ -0,0 +1,242 @@
+/**
+ * Inquiries workbench service — read/triage/convert over `website_submissions`.
+ *
+ * The capture endpoint (`/api/public/website-inquiries`) writes raw submissions;
+ * this service is the operator-facing layer: list/filter, triage state changes,
+ * and converting an inquiry into proper CRM entities (client and/or interest)
+ * with the submission row linked back to what it produced.
+ */
+
+import { and, eq, inArray, isNull, sql, type SQL } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { websiteSubmissions } from '@/lib/db/schema/website-submissions';
+import { clients, clientContacts } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { buildListQuery } from '@/lib/db/query-builder';
+import { createAuditLog, type AuditMeta } from '@/lib/audit';
+import { ConflictError, NotFoundError } from '@/lib/errors';
+import { createClient } from './clients.service';
+import { createInterest } from './interests.service';
+import { extractInquiryFields } from './website-intake-fields';
+import { createClientSchema } from '@/lib/validators/clients';
+import { createInterestSchema } from '@/lib/validators/interests';
+import type { ListInquiriesInput } from '@/lib/validators/inquiries';
+
+type TriageState = 'open' | 'assigned' | 'converted' | 'dismissed';
+
+const SORTABLE = {
+  receivedAt: websiteSubmissions.receivedAt,
+  kind: websiteSubmissions.kind,
+  triageState: websiteSubmissions.triageState,
+  contactName: websiteSubmissions.contactName,
+} as const;
+
+export async function listInquiries(portId: string, query: ListInquiriesInput) {
+  const filters: SQL[] = [];
+  if (query.kind) filters.push(eq(websiteSubmissions.kind, query.kind));
+  if (query.state === 'inbox') {
+    filters.push(inArray(websiteSubmissions.triageState, ['open', 'assigned']));
+  } else if (query.state !== 'all') {
+    filters.push(eq(websiteSubmissions.triageState, query.state));
+  }
+
+  const sortColumn =
+    query.sort && query.sort in SORTABLE
+      ? SORTABLE[query.sort as keyof typeof SORTABLE]
+      : undefined;
+
+  return buildListQuery<typeof websiteSubmissions.$inferSelect>({
+    table: websiteSubmissions,
+    portIdColumn: websiteSubmissions.portId,
+    portId,
+    idColumn: websiteSubmissions.id,
+    // website_submissions has no updatedAt; receivedAt is the natural clock and
+    // the deterministic tail-sort.
+    updatedAtColumn: websiteSubmissions.receivedAt,
+    searchColumns: [websiteSubmissions.contactName, websiteSubmissions.contactEmail],
+    searchTerm: query.search,
+    filters,
+    sort: sortColumn ? { column: sortColumn, direction: query.order } : undefined,
+    page: query.page,
+    pageSize: query.limit,
+  });
+}
+
+export async function getInquiryById(id: string, portId: string) {
+  const row = await loadInquiry(id, portId);
+
+  const convertedClient = row.convertedClientId
+    ? ((
+        await db
+          .select({ id: clients.id, fullName: clients.fullName })
+          .from(clients)
+          .where(eq(clients.id, row.convertedClientId))
+          .limit(1)
+      )[0] ?? null)
+    : null;
+
+  const convertedInterest = row.convertedInterestId
+    ? ((
+        await db
+          .select({ id: interests.id, pipelineStage: interests.pipelineStage })
+          .from(interests)
+          .where(eq(interests.id, row.convertedInterestId))
+          .limit(1)
+      )[0] ?? null)
+    : null;
+
+  return { ...row, convertedClient, convertedInterest };
+}
+
+export async function triageInquiry(
+  id: string,
+  portId: string,
+  state: TriageState,
+  meta: AuditMeta,
+) {
+  const [updated] = await db
+    .update(websiteSubmissions)
+    .set({ triageState: state, triagedAt: new Date(), triagedBy: meta.userId })
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)))
+    .returning();
+  if (!updated) throw new NotFoundError('inquiry');
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'website_submission',
+    entityId: id,
+    fieldChanged: 'triageState',
+    newValue: { triageState: state },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+  return updated;
+}
+
+export async function convertInquiryToClient(id: string, portId: string, meta: AuditMeta) {
+  const row = await loadInquiry(id, portId);
+  // Idempotent: if already linked to a client, return it rather than duplicate.
+  if (row.convertedClientId) return { clientId: row.convertedClientId, interestId: null };
+
+  const clientId = await findOrCreateClientFromInquiry(row, meta);
+  await markConverted(id, portId, { clientId }, meta);
+  return { clientId, interestId: null };
+}
+
+export async function convertInquiryToInterest(id: string, portId: string, meta: AuditMeta) {
+  const row = await loadInquiry(id, portId);
+  if (row.convertedInterestId) {
+    throw new ConflictError('Inquiry has already been converted to an interest.');
+  }
+
+  const clientId = row.convertedClientId ?? (await findOrCreateClientFromInquiry(row, meta));
+
+  const interestData = createInterestSchema.parse({
+    clientId,
+    pipelineStage: 'enquiry',
+    source: 'website',
+  });
+  const interest = await createInterest(portId, interestData, meta);
+
+  await markConverted(id, portId, { clientId, interestId: interest.id }, meta);
+  return { clientId, interestId: interest.id };
+}
+
+// ─── internals ────────────────────────────────────────────────────────────────
+
+async function loadInquiry(id: string, portId: string) {
+  const [row] = await db
+    .select()
+    .from(websiteSubmissions)
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)))
+    .limit(1);
+  if (!row) throw new NotFoundError('inquiry');
+  return row;
+}
+
+/**
+ * Find a single in-port client whose email contact matches the inquiry's email,
+ * else create a new client from the payload. Returns the client id.
+ */
+async function findOrCreateClientFromInquiry(
+  row: typeof websiteSubmissions.$inferSelect,
+  meta: AuditMeta,
+): Promise<string> {
+  const fields = extractInquiryFields((row.payload ?? {}) as Record<string, unknown>);
+  const email = (row.contactEmail ?? fields.email ?? '').trim();
+
+  if (email) {
+    const matches = await db
+      .selectDistinct({ id: clients.id })
+      .from(clients)
+      .innerJoin(clientContacts, eq(clientContacts.clientId, clients.id))
+      .where(
+        and(
+          eq(clients.portId, meta.portId),
+          isNull(clients.archivedAt),
+          eq(clientContacts.channel, 'email'),
+          sql`lower(${clientContacts.value}) = ${email.toLowerCase()}`,
+        ),
+      )
+      .limit(2);
+    // Only auto-link on an unambiguous single match.
+    if (matches.length === 1) return matches[0]!.id;
+  }
+
+  const contacts: Array<{
+    channel: 'email' | 'phone' | 'other';
+    value: string;
+    isPrimary?: boolean;
+  }> = [];
+  if (email) contacts.push({ channel: 'email', value: email, isPrimary: true });
+  const phone = (fields.phone ?? '').trim();
+  if (phone) contacts.push({ channel: 'phone', value: phone });
+  if (contacts.length === 0) {
+    // Schema requires ≥1 contact; fall back to a name-bearing "other" contact.
+    contacts.push({ channel: 'other', value: row.contactName ?? 'Website inquiry' });
+  }
+
+  const fullName = (row.contactName ?? fields.fullName ?? email ?? '').trim() || 'Website inquiry';
+
+  const clientData = createClientSchema.parse({
+    fullName,
+    contacts,
+    source: 'website',
+    sourceInquiryId: row.id,
+  });
+  const client = await createClient(meta.portId, clientData, meta);
+  return client.id;
+}
+
+async function markConverted(
+  id: string,
+  portId: string,
+  refs: { clientId: string; interestId?: string },
+  meta: AuditMeta,
+) {
+  await db
+    .update(websiteSubmissions)
+    .set({
+      convertedClientId: refs.clientId,
+      ...(refs.interestId ? { convertedInterestId: refs.interestId } : {}),
+      triageState: 'converted',
+      triagedAt: new Date(),
+      triagedBy: meta.userId,
+    })
+    .where(and(eq(websiteSubmissions.id, id), eq(websiteSubmissions.portId, portId)));
+
+  void createAuditLog({
+    userId: meta.userId,
+    portId,
+    action: 'update',
+    entityType: 'website_submission',
+    entityId: id,
+    fieldChanged: 'triageState',
+    newValue: { triageState: 'converted', ...refs },
+    ipAddress: meta.ipAddress,
+    userAgent: meta.userAgent,
+  });
+}

src/lib/validators/inquiries.ts

@@ -0,0 +1,25 @@
+import { z } from 'zod';
+
+import { baseListQuerySchema } from '@/lib/api/list-query';
+
+/**
+ * List query for the inquiries workbench (over `website_submissions`).
+ * `state` defaults to 'inbox' (open + assigned) so resolved/dismissed roll off
+ * the active queue; pass 'all' for the full history.
+ */
+export const listInquiriesSchema = baseListQuerySchema.extend({
+  kind: z.enum(['berth_inquiry', 'residence_inquiry', 'contact_form']).optional(),
+  state: z.enum(['inbox', 'open', 'assigned', 'converted', 'dismissed', 'all']).default('inbox'),
+});
+
+export const triageInquirySchema = z.object({
+  state: z.enum(['open', 'assigned', 'converted', 'dismissed']),
+});
+
+export const convertInquirySchema = z.object({
+  target: z.enum(['client', 'interest']),
+});
+
+export type ListInquiriesInput = z.infer<typeof listInquiriesSchema>;
+export type TriageInquiryInput = z.infer<typeof triageInquirySchema>;
+export type ConvertInquiryInput = z.infer<typeof convertInquirySchema>;

tests/global-setup.ts

@@ -30,6 +30,7 @@ export async function teardown() {
     )
     -- Cascade-delete dependent rows. Order respects FK chains.
     , del_audit AS (DELETE FROM audit_logs WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
+    , del_ws AS (DELETE FROM website_submissions WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_bml AS (DELETE FROM berth_maintenance_log WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_resv AS (DELETE FROM berth_tenancies WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_caddr AS (DELETE FROM client_addresses WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
@@ -47,6 +48,7 @@ export async function teardown() {
     , del_files AS (DELETE FROM files WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_ft AS (DELETE FROM form_templates WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_gr AS (DELETE FROM generated_reports WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
+    , del_icl AS (DELETE FROM interest_contact_log WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_int AS (DELETE FROM interests WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
     , del_ib AS (DELETE FROM interest_berths WHERE berth_id IN (SELECT id FROM berths WHERE port_id IN (SELECT id FROM doomed)) RETURNING 1)
     , del_inv AS (DELETE FROM invoices WHERE port_id IN (SELECT id FROM doomed) RETURNING 1)
@@ -69,5 +71,8 @@ export async function teardown() {
     , del_ports AS (DELETE FROM ports WHERE id IN (SELECT id FROM doomed) RETURNING 1)
     SELECT 1
   `);
+  // migration_source_links has no port_id FK; purge test-only ledger rows by
+  // the marker applied_id our alert tests use.
+  await db.execute(sql`DELETE FROM migration_source_links WHERE applied_id = 'test-apply'`);
   await closeDb();
 }

tests/helpers/factories.ts

@@ -384,6 +384,7 @@ export function makeFullPermissions(): RolePermissions {
       delete: true,
       change_stage: true,
     },
+    inquiries: { view: true, manage: true },
   };
 }
 
@@ -472,6 +473,7 @@ export function makeViewerPermissions(): RolePermissions {
       delete: false,
       change_stage: false,
     },
+    inquiries: { view: true, manage: false },
   };
 }
 
@@ -560,6 +562,7 @@ export function makeSalesAgentPermissions(): RolePermissions {
       delete: false,
       change_stage: false,
     },
+    inquiries: { view: true, manage: true },
   };
 }
 
@@ -648,6 +651,7 @@ export function makeSalesManagerPermissions(): RolePermissions {
       delete: true,
       change_stage: true,
     },
+    inquiries: { view: true, manage: true },
   };
 }
 

tests/integration/alerts-dismiss-all.test.ts

@@ -0,0 +1,70 @@
+/**
+ * Bulk-dismiss service: dismissAllForPort must respect the optional rule/
+ * severity filter and never touch another port's alerts.
+ */
+
+import { describe, it, expect, beforeAll, vi } from 'vitest';
+import { and, eq, isNull } from 'drizzle-orm';
+
+vi.mock('@/lib/socket/server', () => ({
+  emitToRoom: vi.fn(),
+}));
+
+import { db } from '@/lib/db';
+import { alerts } from '@/lib/db/schema/insights';
+import { user } from '@/lib/db/schema/users';
+import { dismissAllForPort } from '@/lib/services/alerts.service';
+import { makePort } from '../helpers/factories';
+
+let USER_ID = '';
+
+beforeAll(async () => {
+  const [u] = await db.select({ id: user.id }).from(user).limit(1);
+  if (!u) throw new Error('No user available; run pnpm db:seed first');
+  USER_ID = u.id;
+});
+
+async function seedAlert(portId: string, ruleId: string, severity = 'info') {
+  const [row] = await db
+    .insert(alerts)
+    .values({
+      portId,
+      ruleId,
+      severity,
+      title: `t-${ruleId}`,
+      link: '/x',
+      fingerprint: `fp-${Math.random().toString(36).slice(2)}`,
+      metadata: {},
+    })
+    .returning({ id: alerts.id });
+  return row!.id;
+}
+
+async function openCount(portId: string) {
+  const rows = await db
+    .select()
+    .from(alerts)
+    .where(and(eq(alerts.portId, portId), isNull(alerts.dismissedAt), isNull(alerts.resolvedAt)));
+  return rows.length;
+}
+
+describe('dismissAllForPort', () => {
+  it('dismisses only the filtered rule, scoped to the port, then all', async () => {
+    const portA = await makePort();
+    const portB = await makePort();
+    await seedAlert(portA.id, 'interest.stale');
+    await seedAlert(portA.id, 'interest.stale');
+    await seedAlert(portA.id, 'document.signer_overdue', 'warning');
+    await seedAlert(portB.id, 'interest.stale');
+
+    const filtered = await dismissAllForPort(portA.id, USER_ID, { ruleId: 'interest.stale' });
+    expect(filtered).toBe(2);
+    expect(await openCount(portA.id)).toBe(1); // signer_overdue remains
+    expect(await openCount(portB.id)).toBe(1); // other port untouched
+
+    const rest = await dismissAllForPort(portA.id, USER_ID);
+    expect(rest).toBe(1);
+    expect(await openCount(portA.id)).toBe(0);
+    expect(await openCount(portB.id)).toBe(1);
+  });
+});

tests/integration/alerts-engine.test.ts

@@ -18,6 +18,8 @@ import { alerts } from '@/lib/db/schema/insights';
 import { interests } from '@/lib/db/schema/interests';
 import { berthTenancies } from '@/lib/db/schema/tenancies';
 import { documents } from '@/lib/db/schema/documents';
+import { interestContactLog } from '@/lib/db/schema/operations';
+import { migrationSourceLinks } from '@/lib/db/schema/migration';
 import { runAlertEngineForPorts } from '@/lib/services/alert-engine';
 import { makePort, makeClient, makeBerth, makeYacht } from '../helpers/factories';
 
@@ -32,6 +34,30 @@ async function listOpenAlerts(portId: string, ruleId: string) {
     .where(and(eq(alerts.portId, portId), eq(alerts.ruleId, ruleId), isNull(alerts.resolvedAt)));
 }
 
+/** Mark an interest as bulk-imported via the migration ledger. */
+async function markImported(interestId: string) {
+  await db.insert(migrationSourceLinks).values({
+    sourceSystem: 'nocodb_interests',
+    sourceId: `legacy-${interestId}`,
+    targetEntityType: 'interest',
+    targetEntityId: interestId,
+    appliedId: 'test-apply',
+  });
+}
+
+/** A genuine in-system follow-up: a logged contact at `occurredAt`. */
+async function logContact(portId: string, interestId: string, occurredAt: Date) {
+  await db.insert(interestContactLog).values({
+    portId,
+    interestId,
+    occurredAt,
+    channel: 'phone',
+    direction: 'outbound',
+    summary: 'Test follow-up',
+    createdBy: 'seed',
+  });
+}
+
 describe('alert engine', () => {
   beforeEach(() => {
     vi.clearAllMocks();
@@ -149,7 +175,7 @@ describe('alert engine', () => {
     expect(allRows[0]!.resolvedAt).not.toBeNull();
   });
 
-  it('interest.stale fires for old leads in mid-funnel stages', async () => {
+  it('interest.stale fires for worked leads gone quiet >14d', async () => {
     const port = await makePort();
     const client = await makeClient({ portId: port.id });
     const stale = new Date(Date.now() - 30 * 86_400_000);
@@ -164,6 +190,9 @@ describe('alert engine', () => {
         updatedAt: stale,
       })
       .returning();
+    // A real in-system follow-up 30 days ago → this is a worked-then-quiet lead,
+    // not an untouched import.
+    await logContact(port.id, interest!.id, stale);
 
     await clearAlerts(port.id);
     await runAlertEngineForPorts([port.id]);
@@ -172,6 +201,60 @@ describe('alert engine', () => {
     expect(open).toHaveLength(1);
     expect(open[0]!.entityId).toBe(interest!.id);
     expect(open[0]!.severity).toBe('info');
+    // A worked lead must not also fire the new-untouched rule.
+    expect(await listOpenAlerts(port.id, 'interest.no_activity')).toHaveLength(0);
+  });
+
+  it('interest.stale does NOT fire for imported, never-touched interests', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const migrationTime = new Date(Date.now() - 20 * 86_400_000);
+    const legacyDate = new Date(Date.now() - 3 * 365 * 86_400_000); // ~3yr back-dated
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'qualified',
+        dateLastContact: legacyDate, // back-dated by the migration
+        createdAt: migrationTime,
+        updatedAt: migrationTime,
+      })
+      .returning();
+    await markImported(interest!.id);
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    // Imported + never touched in-system → neither interest rule should fire.
+    expect(await listOpenAlerts(port.id, 'interest.stale')).toHaveLength(0);
+    expect(await listOpenAlerts(port.id, 'interest.no_activity')).toHaveLength(0);
+  });
+
+  it('interest.no_activity fires for new, non-imported, untouched interests >14d old', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const created = new Date(Date.now() - 20 * 86_400_000);
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'enquiry',
+        dateLastContact: null,
+        createdAt: created,
+        updatedAt: created,
+      })
+      .returning();
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    const open = await listOpenAlerts(port.id, 'interest.no_activity');
+    expect(open).toHaveLength(1);
+    expect(open[0]!.entityId).toBe(interest!.id);
+    expect(open[0]!.severity).toBe('info');
+    expect(await listOpenAlerts(port.id, 'interest.stale')).toHaveLength(0);
   });
 
   it('interest.high_value_silent fires for hot leads silent >7d', async () => {
@@ -195,6 +278,31 @@ describe('alert engine', () => {
     expect(open[0]!.severity).toBe('critical');
   });
 
+  it('interest.high_value_silent skips imported, never-touched hot leads', async () => {
+    const port = await makePort();
+    const client = await makeClient({ portId: port.id });
+    const migrationTime = new Date(Date.now() - 20 * 86_400_000);
+    const legacyDate = new Date(Date.now() - 3 * 365 * 86_400_000);
+    const [interest] = await db
+      .insert(interests)
+      .values({
+        portId: port.id,
+        clientId: client.id,
+        pipelineStage: 'qualified',
+        leadCategory: 'hot_lead',
+        dateLastContact: legacyDate,
+        createdAt: migrationTime,
+        updatedAt: migrationTime,
+      })
+      .returning();
+    await markImported(interest!.id);
+
+    await clearAlerts(port.id);
+    await runAlertEngineForPorts([port.id]);
+
+    expect(await listOpenAlerts(port.id, 'interest.high_value_silent')).toHaveLength(0);
+  });
+
   it('engine reports rule errors without crashing the sweep', async () => {
     const port = await makePort();
     const summary = await runAlertEngineForPorts([port.id]);

tests/integration/inquiries.service.test.ts

@@ -0,0 +1,205 @@
+/**
+ * Inquiries workbench service: list/filter/triage/get + convert-to-client and
+ * convert-to-interest (find-or-create client, tracking columns, port isolation).
+ */
+
+import { describe, it, expect, beforeAll, vi } from 'vitest';
+import { eq } from 'drizzle-orm';
+
+vi.mock('@/lib/socket/server', () => ({
+  emitToRoom: vi.fn(),
+}));
+
+import { db } from '@/lib/db';
+import { websiteSubmissions } from '@/lib/db/schema/website-submissions';
+import { clients, clientContacts } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { user } from '@/lib/db/schema/users';
+import {
+  listInquiries,
+  getInquiryById,
+  triageInquiry,
+  convertInquiryToClient,
+  convertInquiryToInterest,
+} from '@/lib/services/inquiries.service';
+import { makePort } from '../helpers/factories';
+import type { AuditMeta } from '@/lib/audit';
+
+let META: AuditMeta;
+
+beforeAll(async () => {
+  const [u] = await db.select({ id: user.id }).from(user).limit(1);
+  if (!u) throw new Error('No user available; run pnpm db:seed first');
+  META = { userId: u.id, portId: '', ipAddress: '127.0.0.1', userAgent: 'test' };
+});
+
+function metaFor(portId: string): AuditMeta {
+  return { ...META, portId };
+}
+
+async function seedInquiry(
+  portId: string,
+  opts: {
+    kind?: 'berth_inquiry' | 'residence_inquiry' | 'contact_form';
+    triageState?: string;
+    contactName?: string | null;
+    contactEmail?: string | null;
+    payload?: Record<string, unknown>;
+  } = {},
+) {
+  const [row] = await db
+    .insert(websiteSubmissions)
+    .values({
+      portId,
+      submissionId: crypto.randomUUID(),
+      kind: opts.kind ?? 'contact_form',
+      payload: opts.payload ?? {},
+      contactName: opts.contactName ?? 'Jane Doe',
+      contactEmail: opts.contactEmail ?? 'jane@example.com',
+      triageState: opts.triageState ?? 'open',
+    })
+    .returning();
+  return row!;
+}
+
+describe('inquiries.service — list / get / triage', () => {
+  it('filters by kind and state, searches name/email, scoped to port', async () => {
+    const port = await makePort();
+    const other = await makePort();
+    await seedInquiry(port.id, {
+      kind: 'contact_form',
+      contactName: 'Alice Smith',
+      contactEmail: 'alice@x.com',
+    });
+    await seedInquiry(port.id, {
+      kind: 'berth_inquiry',
+      contactName: 'Bob Jones',
+      contactEmail: 'bob@x.com',
+    });
+    await seedInquiry(port.id, {
+      kind: 'contact_form',
+      triageState: 'dismissed',
+      contactName: 'Carol',
+    });
+    await seedInquiry(other.id, {
+      kind: 'contact_form',
+      contactName: 'Alice Smith',
+      contactEmail: 'alice@x.com',
+    });
+
+    const base = { page: 1, limit: 25, order: 'desc' as const, includeArchived: false };
+
+    // inbox (open+assigned) excludes the dismissed one
+    const inbox = await listInquiries(port.id, { ...base, state: 'inbox' });
+    expect(inbox.total).toBe(2);
+
+    // kind filter
+    const contacts = await listInquiries(port.id, { ...base, state: 'all', kind: 'contact_form' });
+    expect(contacts.total).toBe(2);
+
+    // search by name
+    const alice = await listInquiries(port.id, { ...base, state: 'all', search: 'alice' });
+    expect(alice.total).toBe(1);
+    expect(alice.data[0]!.contactName).toBe('Alice Smith');
+
+    // port isolation
+    expect(alice.data.every((r) => r.portId === port.id)).toBe(true);
+  });
+
+  it('triageInquiry updates state + triagedBy; getInquiryById returns the row', async () => {
+    const port = await makePort();
+    const row = await seedInquiry(port.id);
+    const updated = await triageInquiry(row.id, port.id, 'assigned', metaFor(port.id));
+    expect(updated.triageState).toBe('assigned');
+    expect(updated.triagedBy).toBe(META.userId);
+
+    const fetched = await getInquiryById(row.id, port.id);
+    expect(fetched.id).toBe(row.id);
+    expect(fetched.convertedClient).toBeNull();
+  });
+});
+
+describe('inquiries.service — convert', () => {
+  it('convert to client creates a new client when no email match', async () => {
+    const port = await makePort();
+    const row = await seedInquiry(port.id, {
+      contactName: 'New Lead',
+      contactEmail: 'newlead@example.com',
+      payload: {
+        first_name: 'New',
+        last_name: 'Lead',
+        email: 'newlead@example.com',
+        phone: '+15551234567',
+      },
+    });
+
+    const res = await convertInquiryToClient(row.id, port.id, metaFor(port.id));
+    expect(res.clientId).toBeTruthy();
+    expect(res.interestId).toBeNull();
+
+    const [c] = await db.select().from(clients).where(eq(clients.id, res.clientId)).limit(1);
+    expect(c!.fullName).toBe('New Lead');
+    expect(c!.source).toBe('website');
+
+    const sub = await getInquiryById(row.id, port.id);
+    expect(sub.triageState).toBe('converted');
+    expect(sub.convertedClientId).toBe(res.clientId);
+  });
+
+  it('convert links an existing client on a unique email match (no duplicate)', async () => {
+    const port = await makePort();
+    // Pre-existing client with the same email.
+    const [existing] = await db
+      .insert(clients)
+      .values({ portId: port.id, fullName: 'Existing Client', source: 'manual' })
+      .returning();
+    await db.insert(clientContacts).values({
+      clientId: existing!.id,
+      channel: 'email',
+      value: 'dup@example.com',
+      isPrimary: true,
+    });
+
+    const row = await seedInquiry(port.id, {
+      contactEmail: 'dup@example.com',
+      payload: { email: 'dup@example.com' },
+    });
+    const res = await convertInquiryToClient(row.id, port.id, metaFor(port.id));
+    expect(res.clientId).toBe(existing!.id);
+
+    const all = await db.select().from(clients).where(eq(clients.portId, port.id));
+    expect(all).toHaveLength(1); // no duplicate created
+  });
+
+  it('convert to interest find-or-creates the client and creates an interest', async () => {
+    const port = await makePort();
+    const row = await seedInquiry(port.id, {
+      contactName: 'Deal Maker',
+      contactEmail: 'deal@example.com',
+      payload: { first_name: 'Deal', last_name: 'Maker', email: 'deal@example.com' },
+    });
+
+    const res = await convertInquiryToInterest(row.id, port.id, metaFor(port.id));
+    expect(res.clientId).toBeTruthy();
+    expect(res.interestId).toBeTruthy();
+
+    const [i] = await db.select().from(interests).where(eq(interests.id, res.interestId!)).limit(1);
+    expect(i!.clientId).toBe(res.clientId);
+    expect(i!.pipelineStage).toBe('enquiry');
+
+    const sub = await getInquiryById(row.id, port.id);
+    expect(sub.triageState).toBe('converted');
+    expect(sub.convertedInterestId).toBe(res.interestId);
+    expect(sub.convertedClientId).toBe(res.clientId);
+  });
+
+  it('convert to interest twice is rejected', async () => {
+    const port = await makePort();
+    const row = await seedInquiry(port.id, {
+      contactEmail: 'once@example.com',
+      payload: { email: 'once@example.com' },
+    });
+    await convertInquiryToInterest(row.id, port.id, metaFor(port.id));
+    await expect(convertInquiryToInterest(row.id, port.id, metaFor(port.id))).rejects.toThrow();
+  });
+});