fix(security): port-scope clientId/berthId/yachtId on interests + clientRelationships

Pass-6 findings — both MEDIUM cross-tenant FK injection.

- interests.service: createInterest/updateInterest/linkBerth accepted
  clientId/berthId/yachtId from the request body without verifying the
  referenced row belongs to the caller's port. getInterestById joins
  clients/berths/yachtTags on these FKs without a port filter, so a
  port-A caller could splice a foreign-port id and surface that
  tenant's clientName, mooringNumber, or yacht ownership on read.
  New assertInterestFksInPort helper guards all three surfaces.

- clients.service.createRelationship: accepted clientBId from the
  body without a port check; the relationship list endpoint joins
  clients without filtering by port, so the foreign client's name
  + email would render in the relationships tab. Now verifies
  clientBId belongs to portId and rejects self-relationships.

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

.claude/scheduled_tasks.lock

@@ -0,0 +1 @@
+{"sessionId":"fd05cbd7-d695-4a70-9223-4b25f3369829","pid":88534,"acquiredAt":1776866083076}

.gitattributes

@@ -0,0 +1,30 @@
+# Normalize line endings on commit; check out LF on every OS.
+* text=auto eol=lf
+
+# Binary files — never touch line endings.
+*.png binary
+*.jpg binary
+*.jpeg binary
+*.gif binary
+*.ico binary
+*.webp binary
+*.pdf binary
+*.zip binary
+*.gz binary
+*.tar binary
+*.woff binary
+*.woff2 binary
+*.ttf binary
+*.otf binary
+*.eot binary
+*.mp4 binary
+*.mov binary
+*.wasm binary
+
+# Shell scripts must stay LF regardless.
+*.sh text eol=lf
+
+# Windows batch / PowerShell must stay CRLF.
+*.bat text eol=crlf
+*.cmd text eol=crlf
+*.ps1 text eol=crlf

.gitignore

@@ -17,3 +17,13 @@ playwright-report/
 nginx/certs/
 tsconfig.tsbuildinfo
 .playwright-mcp/
+docker-compose.override.yml
+.remember/
+.DS_Store
+eoi/
+
+# Brainstorming companion mockup files
+.superpowers/
+
+# Ad-hoc screenshots / scratch artifacts at repo root
+/*.png

07-DATABASE-SCHEMA.md

@@ -20,16 +20,42 @@
 
 ### Client Domain
 
-- `clients` — Anchor records for people/entities
+- `clients` — Anchor records for people/entities. Yacht and company details
+  are no longer stored here — see the Yacht and Company domains.
 - `client_contacts` — Multi-channel contact entries per client
+- `client_addresses` — Physical addresses per client (primary + others)
 - `client_relationships` — Relationships between clients (referrals, broker, family)
 - `client_notes` — Timestamped notes on clients
 - `client_tags` — Tags assigned to clients
 - `client_merge_log` — Audit trail of client merges
 
+### Yacht Domain
+
+- `yachts` — First-class yacht records. Polymorphic ownership via
+  `current_owner_type` (`'client' | 'company'`) + `current_owner_id`.
+- `yacht_ownership_history` — Append-only log of every transfer; partial
+  unique index `idx_yoh_active` enforces a single active owner per yacht.
+- `yacht_notes`, `yacht_tags` — Notes / tags on yachts.
+
+### Company Domain
+
+- `companies` — Legal entities that may own yachts or be billed.
+- `company_addresses` — Addresses per company.
+- `company_memberships` — Active client ↔ company links with role
+  (director / shareholder / beneficial_owner / authorised_signatory),
+  start/end dates.
+
+### Reservation Domain
+
+- `berth_reservations` — Concrete client + yacht + berth holds with
+  start/end dates and status. Partial unique index `idx_br_active`
+  enforces one active reservation per berth.
+
 ### Interest Domain
 
-- `interests` — Per-berth pipeline records, each belonging to a client (milestone dates are inline columns)
+- `interests` — Per-berth pipeline records. Each row references a
+  `client_id`, `yacht_id` (the yacht in scope for the inquiry), and
+  optional `berth_id`. Milestone dates are inline columns.
 - `interest_notes` — Timestamped notes on interests
 - `interest_tags` — Tags assigned to interests
 

CLAUDE.md

@@ -13,6 +13,19 @@ pnpm db:generate      # Generate Drizzle migrations
 pnpm db:push          # Push schema to DB
 pnpm db:studio        # Drizzle Studio GUI
 pnpm db:seed          # Seed database (tsx src/lib/db/seed.ts)
+
+# Tests
+pnpm exec vitest run                                  # Unit + integration (~3s)
+pnpm exec playwright test --project=smoke             # Click-through smoke (~10min)
+pnpm exec playwright test --project=exhaustive        # Full UI exhaustive
+pnpm exec playwright test --project=destructive       # Archive/delete flows
+pnpm exec playwright test --project=realapi           # Real Documenso/IMAP (opt-in)
+pnpm exec playwright test --project=visual            # Pixel-diff baselines
+pnpm exec playwright test --project=visual --update-snapshots  # Regenerate baselines
+
+# Dev helpers
+pnpm tsx scripts/dev-trigger-portal-invite.ts         # Send a portal activation email
+pnpm tsx scripts/dev-imap-probe.ts                    # Dump recent IMAP inbox messages
 ```
 
 ## Tech stack
@@ -70,15 +83,47 @@ src/
 - **Formatting:** Prettier - single quotes, semicolons, trailing commas, 2-space indent, 100 char line width.
 - **Lint:** ESLint flat config extending `next/core-web-vitals`, `next/typescript`, `prettier`. Unused vars prefixed with `_` are allowed.
 - **Imports:** Use `@/*` path alias (maps to `src/*`).
-- **Components:** shadcn/ui pattern - base components in `src/components/ui/`, domain components in `src/components/[domain]/`.
-- **DB schema:** One file per domain in `src/lib/db/schema/`, re-exported from `index.ts`. Relations in `relations.ts`.
+- **Components:** shadcn/ui pattern - base components in `src/components/ui/`, domain components in `src/components/[domain]/`. Yacht / company / reservation domains live in `components/yachts`, `components/companies`, `components/reservations` respectively.
+- **DB schema:** One file per domain in `src/lib/db/schema/`, re-exported from `index.ts`. Relations in `relations.ts`. Domain files include `clients.ts`, `yachts.ts`, `companies.ts`, `reservations.ts`, `interests.ts`, `berths.ts`, `documents.ts`, `invoices.ts`, etc.
+- **Polymorphic ownership:** Yachts and invoice billing-entities use `<entity>_type` + `<entity>_id` column pairs (`'client' | 'company'`). Resolve owner identity through `src/lib/services/yachts.service.ts` / `eoi-context.ts` rather than reading the columns ad hoc — those services apply the type discriminator.
+- **EOI generation:** Two pathways share the same `EoiContext` (`src/lib/services/eoi-context.ts`). Documenso pathway calls the template-generate endpoint via `documenso-payload.ts`; in-app pathway fills the same source PDF (`assets/eoi-template.pdf`) via `src/lib/pdf/fill-eoi-form.ts` (pdf-lib AcroForm). Routed through `generateAndSign(...)` in `src/lib/services/document-templates.ts` with a `pathway` parameter.
+- **Merge fields:** Token catalog lives in `src/lib/templates/merge-fields.ts`; the `createTemplateSchema` validator uses `VALID_MERGE_TOKENS` as an allow-list, so unknown tokens are rejected at template creation time.
+- **Documenso webhooks:** Documenso (both v1.13 and 2.x) authenticates outbound webhooks by sending the configured secret in plaintext via the `X-Documenso-Secret` header — there is no HMAC. The receiver at `src/app/api/webhooks/documenso/route.ts` does a timing-safe equality check via `verifyDocumensoSecret`. Event names arrive as the uppercase Prisma enum on the wire (`DOCUMENT_SIGNED`, `DOCUMENT_COMPLETED`, etc.) even though the UI displays them as lowercase-dotted. The route also normalizes lowercase-dotted variants for forward-compat.
+- **Documenso API responses:** 2.x renamed `id` → `documentId` and recipient `id` → `recipientId`; v1.13 still uses `id`. `src/lib/services/documenso-client.ts` runs every response through `normalizeDocument()` which reads either field name and surfaces the legacy `id` form to downstream consumers.
+- **Email templates:** Branded HTML lives in `src/lib/email/templates/`. The portal-auth flow uses `portal-auth.ts` (activation + reset). All templates use the legacy table-based layout with the Port Nimara logo + blurred overhead background, max-width 600px and `width:100%` for responsive shrink. The `<img>` URLs reference `s3.portnimara.com` directly (will move to `/public` later).
+- **Portal auth pages:** `/portal/login`, `/portal/activate`, `/portal/reset-password` and the CRM `/login`, `/reset-password`, `/set-password` all wrap their content in `<BrandedAuthShell>` (`src/components/shared/branded-auth-shell.tsx`) which renders the same blurred background + logo + white card the email templates use, so the in-app and email surfaces look unified.
+- **Inline editing pattern:** detail pages (clients, yachts, companies, interests, residential clients/interests) use `<InlineEditableField>` (`src/components/shared/inline-editable-field.tsx`) for click-to-edit text/select/textarea fields and `<InlineTagEditor>` (`src/components/shared/inline-tag-editor.tsx`) for tag chips. Each entity exposes a `PUT /api/v1/<entity>/[id]/tags` endpoint backed by a `set<Entity>Tags` service helper that wipes-and-rewrites the join table inside a single transaction. There are no separate "Edit" modal forms on detail pages — the entire overview tab is editable in place.
+- **Notes (polymorphic across entity types):** `notes.service.ts` dispatches across `clientNotes`, `interestNotes`, `yachtNotes`, `companyNotes` based on an `entityType` discriminator. `<NotesList entityType="…" />` works for all four. `companyNotes` lacks an `updatedAt` column — the service substitutes `createdAt` so callers get a uniform shape.
+- **Route handler exports:** Next.js App Router `route.ts` files only allow specific named exports (`GET|POST|…`). Service-tested handler functions live in sibling `handlers.ts` files (e.g. `src/app/api/v1/yachts/[id]/handlers.ts`) and are imported by the colocated `route.ts` for `withAuth(withPermission(...))` wrapping. Integration tests import from `handlers.ts` directly to bypass auth/permission middleware.
 - **Routes:** Multi-tenant via `[portSlug]` dynamic segment. Typed routes enabled.
-- **Pre-commit:** Husky + lint-staged runs ESLint fix + Prettier on staged `.ts`/`.tsx` files.
+- **Pre-commit:** Husky + lint-staged runs ESLint fix + Prettier on staged `.ts`/`.tsx` files. The hook also blocks `.env*` files (including `.env.example`) from being committed; pass them via a separate workflow if needed.
+
+## Schema migrations during dev
+
+When you run a `db:push` or apply a migration via `psql` against a running dev server, **restart the dev server afterwards**. Drizzle/postgres.js keeps connection-level prepared statements that can hold stale column lists; a stale pool causes `column X does not exist` errors on pages that touch the migrated table even though the column is present in the DB. Symptom: pages return 500 with `errorMissingColumn`/`42703` after a successful migration. Fix: kill `next dev` and restart it.
 
 ## Environment
 
 Copy `.env.example` to `.env` for local dev. See `src/lib/env.ts` for the full schema. Set `SKIP_ENV_VALIDATION=1` to bypass validation (used in Docker build).
 
+Optional dev/test-only env vars (not in `.env.example`):
+
+- `EMAIL_REDIRECT_TO=<address>` — when set, every outbound email is rerouted to this address regardless of the requested recipient and the subject is prefixed with `[redirected from <original>]`. Dev safety net so seeded fake-client emails don't escape; **must be unset in production**.
+- `IMAP_HOST` / `IMAP_PORT` / `IMAP_USER` / `IMAP_PASS` — read by `tests/e2e/realapi/portal-imap-activation.spec.ts` to fetch the activation email from a real mailbox during the IMAP round-trip test. The spec skips when any are missing.
+
+## Testing
+
+Five Playwright projects, defined in `playwright.config.ts`:
+
+- `setup` — global setup (seeds users, port, berths, system settings).
+- `smoke` — fast click-through over every major flow. Run on every change (~10 min, 125 specs).
+- `exhaustive` — deeper UI coverage that takes longer.
+- `destructive` — archive/delete/cancel paths against throwaway entities.
+- `realapi` — opt-in suite that hits real external services (Documenso send-side + IMAP round-trip). Requires `DOCUMENSO_API_*`, `SMTP_*`, `IMAP_*` env. Cloudflared tunnel needs to be running so Documenso can call the local webhook receiver.
+- `visual` — pixel-diff baselines for stable list/landing pages. Snapshots committed under `tests/e2e/visual/snapshots.spec.ts-snapshots/`. Regenerate with `--update-snapshots` after intentional UI changes.
+
+Vitest covers unit + integration with mocked external services (`tests/unit/`, `tests/integration/`).
+
 ## Docker
 
 - `Dockerfile` - Production multi-stage build (deps -> build -> runner)
@@ -89,3 +134,11 @@ Copy `.env.example` to `.env` for local dev. See `src/lib/env.ts` for the full s
 ## Architecture docs
 
 Numbered spec files in repo root (`01-CONSOLIDATED-SYSTEM-SPEC.md` through `15-DESIGN-TOKENS.md`) contain detailed architecture decisions, feature specs, DB schema docs, API catalog, and implementation sequence.
+
+Domain-specific references:
+
+- `docs/eoi-documenso-field-mapping.md` — canonical mapping from `EoiContext`
+  paths to the Documenso template's `formValues` keys, with the matching
+  AcroForm field names used by the in-app pathway.
+- `assets/README.md` — what the in-app EOI source PDF must contain and how
+  to override its path in dev/test.

PROGRESS.md

@@ -1,12 +1,22 @@
 # Port Nimara CRM - Project Progress
 
-**Last updated:** 2026-03-26
+**Last updated:** 2026-04-22
 **Repo:** https://code.letsbe.solutions/letsbe/pn-new-crm
 **Domain:** pn.letsbe.solutions
 **Stack:** Next.js 15 + TypeScript + Tailwind + Drizzle ORM + PostgreSQL + Redis + BullMQ + MinIO + Socket.io
 
 ---
 
+## Since 2026-03-26
+
+- **Admin surface expanded** — full admin users + roles management, admin ports + system settings management, user settings, expanded audit log, and berth CRUD completions.
+- **Reminders system** — promoted from "pages only" to full CRUD with background processors.
+- **Multi-address clients** — new `client_addresses` table with a partial unique index enforcing one primary address per client.
+- **Inquiry notifications feature (end-to-end)** — public interest form now fires: (a) confirmation email to the inquiring client, (b) in-app notifications to CRM users with `interests.view`, (c) optional email to configured sales recipients. Public schema expanded with first/last name split, address block, and berth mooring lookup. `sendEmail` gained a plain-text fallback. Admin settings UI exposes `inquiry_contact_email` and `inquiry_notification_recipients`. Plan: `docs/superpowers/plans/2026-04-14-inquiry-notifications.md`.
+- **Build/infra cleanup** — Next.js 15 static-prerender bugs fixed (Suspense boundaries around `useSearchParams` on `/portal/verify` and `/set-password`), `.gitattributes` added to enforce LF in the index across Windows/macOS checkouts, Docker production build fixes, CI trimmed to build+push (deploy job removed).
+
+---
+
 ## What's Been Built (Layers 0-4 Complete)
 
 ### Layer 0: Foundation (DONE)
@@ -80,8 +90,10 @@
   - API: `/api/v1/notifications/...` (CRUD, preferences, read-all, unread-count)
   - Service: `notifications.service.ts`
   - Components: `src/components/notifications/`
-- [x] **Reminders** - Reminder pages
+- [x] **Reminders** - Full CRUD with background processors (dispatcher, reminder workers)
   - Pages: `/reminders`
+  - API: `/api/v1/reminders/...` (CRUD, my, overdue, upcoming, complete, dismiss, snooze)
+  - Service: `reminders.service.ts`
 - [x] **Search** - Global search (inline in topbar), saved views
   - API: `/api/v1/search/...`, `/api/v1/saved-views/...`
   - Service: `search.service.ts`, `saved-views.service.ts`
@@ -178,11 +190,12 @@
 
 ### Priority 1: Deployment & Go-Live
 
-- [ ] Push to Gitea and verify CI/CD pipeline builds
+- [x] Push to Gitea (origin/main at `9d815c4` as of 2026-04-22)
+- [ ] Verify CI/CD pipeline builds the latest image and pushes to the Gitea container registry
 - [ ] Set up server: install Docker, nginx, configure DNS for `pn.letsbe.solutions`
 - [ ] Run `certbot --nginx -d pn.letsbe.solutions` for SSL
 - [ ] Configure production `.env` on server
-- [ ] Run database migrations (`pnpm db:push`)
+- [ ] Run database migrations (`drizzle-kit migrate` against prod DB — `0000` + `0001` need to apply)
 - [ ] Run seed data (`pnpm db:seed`)
 - [ ] Verify all services start and health check passes
 

assets/README.md

@@ -0,0 +1,48 @@
+# `assets/`
+
+Server-side runtime assets bundled by Next.js (via `outputFileTracingIncludes`
+in `next.config.ts`). These files are read with `fs.readFile` from
+`process.cwd()` at runtime, so they are NOT served as public URLs — use
+`public/` for that.
+
+## `eoi-template.pdf`
+
+The source PDF used by the in-app EOI generation pathway
+(`src/lib/pdf/fill-eoi-form.ts`). It must be the **same** PDF that the
+Documenso EOI template uploads, so both pathways produce equivalent
+documents.
+
+The PDF must contain AcroForm fields with these exact names (mirroring the
+Documenso template's `formValues` keys — see
+`docs/eoi-documenso-field-mapping.md`):
+
+| Field name     | Type     | Filled with                                           |
+| -------------- | -------- | ----------------------------------------------------- |
+| `Name`         | Text     | `EoiContext.client.fullName`                          |
+| `Email`        | Text     | `EoiContext.client.primaryEmail`                      |
+| `Address`      | Text     | `street, city, country`                               |
+| `Yacht Name`   | Text     | `EoiContext.yacht.name`                               |
+| `Length`       | Text     | `EoiContext.yacht.lengthFt`                           |
+| `Width`        | Text     | `EoiContext.yacht.widthFt`                            |
+| `Draft`        | Text     | `EoiContext.yacht.draftFt`                            |
+| `Berth Number` | Text     | `EoiContext.berth.mooringNumber`                      |
+| `Lease_10`     | Checkbox | always `false` (legacy default — Purchase, not Lease) |
+| `Purchase`     | Checkbox | always `true`                                         |
+
+Form fields stay interactive after generation (not flattened), so the
+recipient can still tweak values before signing if the in-app pathway is
+followed by a Documenso send.
+
+### Override path
+
+In dev/test, set `EOI_TEMPLATE_PDF_PATH=/abs/path/to/your/template.pdf` to
+point at a different file (e.g. a fixture).
+
+### How to extract this PDF
+
+The legacy flow uploads this PDF to Documenso template ID 8. To get the
+exact bytes:
+
+1. In Documenso, open the EOI template.
+2. Download the source PDF.
+3. Drop it here as `eoi-template.pdf`.

docs/eoi-documenso-field-mapping.md

@@ -0,0 +1,76 @@
+# Documenso EOI Template — Field Mapping
+
+**Purpose:** This doc is the canonical reference for mapping the Documenso EOI template's `formValues` keys to the new data model's `EoiContext` shape. It drives `buildDocumensoPayload()` (Task 11.2), the in-app Standard EOI HTML tokens (Task 11.3), and the Spec 2 importer's yacht/company hydration.
+
+## Source
+
+The legacy field list comes from `client-portal/server/api/eoi/generate-quick-eoi.ts`, specifically the POST body sent to `POST /api/v1/templates/{templateId}/generate-document` (Documenso template 8). The relevant lines in that file are around the `createDocumentPayload.formValues` object.
+
+## Documenso template `formValues` keys
+
+Documenso template IDs and recipient IDs are configured via env vars:
+
+- `NUXT_DOCUMENSO_TEMPLATE_ID` (default: `8`)
+- `NUXT_DOCUMENSO_CLIENT_RECIPIENT_ID` (default: `192`) — signing order 1
+- `NUXT_DOCUMENSO_DEVELOPER_RECIPIENT_ID` (default: `193`) — signing order 2
+- `NUXT_DOCUMENSO_APPROVAL_RECIPIENT_ID` (default: `194`) — APPROVER, signing order 3
+
+The template exposes eight text fields (`formValues` keys) and two boolean checkboxes.
+
+## Field mapping
+
+| Documenso key  | Type    | Legacy source               | New `EoiContext` path                                 | Notes                                                                     |
+| -------------- | ------- | --------------------------- | ----------------------------------------------------- | ------------------------------------------------------------------------- |
+| `Name`         | text    | `interest['Full Name']`     | `context.client.fullName`                             | The interest's point-of-contact client (billing signer).                  |
+| `Email`        | text    | `interest['Email Address']` | `context.client.primaryEmail`                         | Primary email contact from `client_contacts`.                             |
+| `Address`      | text    | `interest['Address']`       | concat `context.client.address.{street,city,country}` | Concatenate street, city, country with `', '`. Empty if address is null.  |
+| `Yacht Name`   | text    | `interest['Yacht Name']`    | `context.yacht.name`                                  | Yacht is now a first-class row; pulled via `interest.yachtId`.            |
+| `Length`       | text    | `interest['Length']`        | `context.yacht.lengthFt`                              | Send as string. Documenso doesn't enforce numeric format.                 |
+| `Width`        | text    | `interest['Width']`         | `context.yacht.widthFt`                               | Same.                                                                     |
+| `Draft`        | text    | `interest['Depth']`         | `context.yacht.draftFt`                               | Legacy field was named "Depth" in NocoDB; Documenso key is "Draft".       |
+| `Berth Number` | text    | `berthNumbers` (joined)     | `context.berth.mooringNumber`                         | One berth per reservation. Multi-berth case was multi-interest in legacy. |
+| `Lease_10`     | boolean | hardcoded `false`           | `false`                                               | Hardcoded — legacy flow defaults to Purchase (not Lease).                 |
+| `Purchase`     | boolean | hardcoded `true`            | `true`                                                | Hardcoded — legacy flow defaults to Purchase.                             |
+
+## Document `meta` fields (non-`formValues`)
+
+| Documenso key             | Type | Legacy source                            | New source                                                        |
+| ------------------------- | ---- | ---------------------------------------- | ----------------------------------------------------------------- |
+| `meta.message`            | text | `Dear ${interest['Full Name']}...`       | `Dear ${context.client.fullName}, ...port name interpolated`      |
+| `meta.subject`            | text | `"Your LOI is ready to be signed"`       | Same — constant.                                                  |
+| `meta.redirectUrl`        | text | `"https://portnimara.com"`               | `context.port.redirectUrl` if per-port; otherwise global app URL. |
+| `meta.distributionMethod` | text | `"NONE"`                                 | Same — constant. We use manual send flow (Documenso webhook).     |
+| `title`                   | text | `` `${interest['Full Name']}-EOI-NDA` `` | `` `${context.client.fullName}-EOI-NDA` ``                        |
+| `externalId`              | text | `` `loi-${interestId}` ``                | Same.                                                             |
+
+## Recipients (non-`formValues`)
+
+| Recipient           | Role     | Name                      | Email                         | Signing order |
+| ------------------- | -------- | ------------------------- | ----------------------------- | ------------- |
+| Client (signer)     | SIGNER   | `context.client.fullName` | `context.client.primaryEmail` | 1             |
+| Developer (signer)  | SIGNER   | `"David Mizrahi"`         | `"dm@portnimara.com"`         | 2             |
+| Approval (approver) | APPROVER | `"Abbie May"`             | `"sales@portnimara.com"`      | 3             |
+
+The Developer and Approval recipients are currently hardcoded in the legacy flow. In the new system these should eventually come from port-level settings (e.g., `ports.settings.eoi.developerName` + email). For Task 11.2, keep them hardcoded as the legacy system does — tracking as TODO: "Replace hardcoded Developer/Approval recipients with port-level configuration."
+
+## Company-owned yacht handling
+
+The legacy flow has no concept of company ownership — the signer is always the interest's client. In the new system:
+
+- If `context.yacht.ownerType === 'client'`: behavior unchanged.
+- If `context.yacht.ownerType === 'company'`: the interest's point-of-contact client still signs (they're the representative of the yacht's owning company), but an extra block should appear in the message body: `"On behalf of ${context.company.legalName ?? context.company.name} (representing the yacht's owner)."`. This isn't a separate Documenso field — it's woven into `meta.message`.
+
+Tracking this in the mapping doc rather than as a hard TODO because company-owned EOIs were rare in the legacy system and need product input before committing to the final wording.
+
+## Deprecated fields (no longer sourced from `clients`)
+
+The legacy system read these fields from the client row. They are now sourced elsewhere:
+
+| Legacy source             | New source                                          |
+| ------------------------- | --------------------------------------------------- |
+| `client.yachtName`        | `yachts.name` via `interest.yachtId`                |
+| `client.yachtLengthFt`    | `yachts.lengthFt` via `interest.yachtId`            |
+| `client.yachtWidthFt`     | `yachts.widthFt` via `interest.yachtId`             |
+| `client.yachtDraftFt`     | `yachts.draftFt` via `interest.yachtId`             |
+| `client.companyName`      | `companies.name` via polymorphic owner resolution   |
+| `client.berthSizeDesired` | Removed. Berth is picked via reservation, not text. |

docs/runbooks/backup-and-restore.md

@@ -0,0 +1,199 @@
+# Backup and restore runbook
+
+This runbook documents what gets backed up, how often, where it lands, and
+the exact commands to restore the system from a cold start. The goal is
+that any operator who has the off-site backup credentials can bring the
+CRM back up on a clean host without help.
+
+## Scope of a "full backup"
+
+The CRM has three stateful surfaces. All three must be captured for a
+restore to be useful.
+
+| Surface                                                | Holds                                                                                                                                                              | Risk if missing                                                                                                                       |
+| ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------- |
+| **PostgreSQL** (`port_nimara_crm`)                     | Every relational record: clients, yachts, companies, interests, reservations, invoices, audit log, GDPR exports, AI usage ledger, Documenso webhook receipts, etc. | Total data loss — site is unrecoverable.                                                                                              |
+| **MinIO bucket** (`MINIO_BUCKET`, default `crm-files`) | Receipts, signed contracts, EOI PDFs, GDPR export ZIPs, document attachments.                                                                                      | Files reachable by row references in Postgres become 404s.                                                                            |
+| **`.env` + secrets**                                   | DB password, MinIO keys, Documenso webhook secret, SMTP creds, encryption key (`ENCRYPTION_KEY`).                                                                  | OCR API keys re-resolve from `system_settings` (encrypted at rest), but **without the original `ENCRYPTION_KEY` they're unreadable**. |
+
+The Redis instance is not backed up. It only holds queue state, rate-limit
+counters, and Socket.IO presence — all reconstructable. Stop the workers
+during a restore so the queue starts clean.
+
+## Backup schedule
+
+Defaults are tuned for a single-port deployment with O(10k) clients. Bump
+on the producing side as scale demands.
+
+| Job                                | Frequency            | Retention                     | Where                                                                |
+| ---------------------------------- | -------------------- | ----------------------------- | -------------------------------------------------------------------- |
+| `pg_dump` (custom format, gzipped) | Hourly               | 7 days hourly + 30 days daily | `${BACKUP_BUCKET}/pg/<host>/<UTC date>/<hour>.dump.gz`               |
+| MinIO mirror                       | Hourly (incremental) | 30 days versions              | `${BACKUP_BUCKET}/minio/`                                            |
+| `.env` snapshot (encrypted)        | On change (manual)   | Forever                       | Password manager / secrets vault — **never the same bucket as data** |
+
+The hourly cadence is the right answer for this workload — invoices and
+contracts cluster around business hours, and an hour of lost work is the
+worst-case data loss window most clients will tolerate. Promote to 15-min
+WAL streaming if a customer demands tighter RPO.
+
+## Required environment variables
+
+The scripts below read these. Store them in a CI secret store, not the
+host's bash profile.
+
+```
+# Source (the running CRM database)
+DATABASE_URL=postgresql://crm:<pw>@<host>:<port>/port_nimara_crm
+
+# MinIO (source bucket — the live one)
+MINIO_ENDPOINT=minio.letsbe.solutions
+MINIO_PORT=443
+MINIO_USE_SSL=true
+MINIO_ACCESS_KEY=<live key>
+MINIO_SECRET_KEY=<live secret>
+MINIO_BUCKET=crm-files
+
+# Backup destination (a *separate* MinIO/S3 endpoint or a different bucket
+# with no IAM overlap with the live keys)
+BACKUP_S3_ENDPOINT=https://s3.eu-west-1.amazonaws.com
+BACKUP_S3_REGION=eu-west-1
+BACKUP_S3_BUCKET=portnimara-backups-prod
+BACKUP_S3_ACCESS_KEY=<dedicated read+write key for this bucket only>
+BACKUP_S3_SECRET_KEY=<...>
+
+# Optional: encrypts dumps at rest with a passphrase. Cuts a wider blast
+# radius if the backup bucket itself is compromised.
+BACKUP_GPG_RECIPIENT=ops@portnimara.com
+```
+
+## Provisioning the backup destination
+
+1. Create a dedicated S3-compatible bucket in a **different account** from
+   the live infra. AWS S3, Backblaze B2, or a separately-credentialed
+   MinIO instance all work.
+2. Apply object-lock or versioning so an attacker who steals the backup
+   write key still can't permanently delete history.
+3. Generate IAM credentials scoped to `s3:PutObject`, `s3:GetObject`,
+   `s3:ListBucket` on this bucket only. Inject them as
+   `BACKUP_S3_*` above. Do not reuse the live `MINIO_*` keys.
+4. Set a 90-day lifecycle rule that transitions objects older than 30
+   days to cold storage and deletes them at 90 days. Past 90 days it's
+   cheaper to restart from a snapshot taken outside the system.
+
+## The scripts
+
+Three scripts in `scripts/backup/`:
+
+- `pg-backup.sh` — runs `pg_dump`, gzips, optionally GPG-encrypts, uploads
+- `minio-mirror.sh` — `mc mirror` of the live bucket → backup bucket
+- `restore.sh` — interactive restore (DB + MinIO) given a snapshot path
+
+Make them executable and wire them into cron / GitHub Actions / your
+scheduler of choice. Sample crontab on the worker host:
+
+```cron
+# Hourly DB dump at minute 7
+7 * * * * /opt/pncrm/scripts/backup/pg-backup.sh >> /var/log/pncrm-backup.log 2>&1
+
+# Hourly MinIO mirror at minute 17 (offset so the two don't fight for I/O)
+17 * * * * /opt/pncrm/scripts/backup/minio-mirror.sh >> /var/log/pncrm-backup.log 2>&1
+
+# Weekly restore drill (smoke-test to a throwaway DB on Sunday at 03:00)
+0 3 * * 0 /opt/pncrm/scripts/backup/restore.sh --drill >> /var/log/pncrm-restore-drill.log 2>&1
+```
+
+## Restoring from cold
+
+These steps have been rehearsed against the dev environment; expect them
+to take 15–30 minutes for a typical port. **The drill (last cron line
+above) ensures the runbook stays correct — if the drill fails, the
+real restore will too.**
+
+### 0. Stop everything that writes
+
+```bash
+docker compose -f docker-compose.prod.yml stop web worker scheduler
+# Leave postgres + minio + redis up; we'll point them at restored data.
+```
+
+### 1. Restore PostgreSQL
+
+```bash
+# Find the dump you want. Prefer the most recent successful hour.
+mc ls "$BACKUP_S3_BUCKET/pg/$(hostname)/" | tail
+SNAPSHOT="2026-04-28/14.dump.gz"
+
+# Pull it.
+mc cp "$BACKUP_S3_BUCKET/pg/$(hostname)/$SNAPSHOT" /tmp/
+
+# Decrypt if BACKUP_GPG_RECIPIENT was set on the producer side.
+gpg --decrypt /tmp/14.dump.gz.gpg > /tmp/14.dump.gz
+
+# Drop & recreate the database. The 'restrict' FK from gdpr_exports.requested_by
+# to user means we restore in the right order — pg_restore handles this.
+psql "$DATABASE_URL" -c 'DROP DATABASE IF EXISTS port_nimara_crm WITH (FORCE);'
+psql "$DATABASE_URL" -c 'CREATE DATABASE port_nimara_crm;'
+gunzip -c /tmp/14.dump.gz | pg_restore --no-owner --no-privileges \
+  --dbname "$DATABASE_URL"
+```
+
+### 2. Restore MinIO
+
+```bash
+# Sync the backup bucket back over the live one. --overwrite handles
+# files that were modified between snapshots.
+mc mirror --overwrite \
+  "$BACKUP_S3_BUCKET/minio/" \
+  "live/$MINIO_BUCKET/"
+```
+
+### 3. Restore secrets
+
+The `.env` file is **not** in object storage. Pull it from the password
+manager / secrets vault. Verify `ENCRYPTION_KEY` matches the value used
+when the database was last running — if it doesn't, rows in
+`system_settings` (OCR API keys, etc.) decrypt to garbage and the OCR
+"Test connection" button will return an opaque error. There is no
+recovery path; the keys must be re-entered through the admin UI.
+
+### 4. Bring services back up
+
+```bash
+docker compose -f docker-compose.prod.yml up -d
+# Watch the worker logs; expect a flurry of socket reconnections, then quiet.
+docker compose -f docker-compose.prod.yml logs -f worker
+```
+
+### 5. Verify
+
+Tail through the smoke checklist, in order:
+
+1. **DB up** — `psql "$DATABASE_URL" -c 'SELECT count(*) FROM clients;'`
+   matches the producer-side count from the snapshot's hour.
+2. **MinIO up** — open any client with attachments in the CRM, click a
+   receipt thumbnail; verify the signed URL serves the file.
+3. **Documenso webhooks** — re-trigger one in the Documenso admin and
+   confirm `audit_logs` records the receipt.
+4. **Email** — send a portal invite to a real address.
+5. **Realtime** — open two browser windows, edit a client in one, watch
+   the other update via Socket.IO.
+6. **AI usage ledger** — `SELECT count(*) FROM ai_usage_ledger;`
+   non-empty if AI was being used. Old rows survive but the budget gates
+   reset alongside the period boundary at month rollover.
+
+## Drill schedule
+
+The weekly drill (cron line above) runs `restore.sh --drill` against a
+throwaway database and a sandbox MinIO bucket. It must produce zero diff
+between the restored row counts and the live row counts (modulo the
+hour-or-so the drill takes to run).
+
+Failure modes the drill catches before they bite production:
+
+- New tables added without inclusion in `pg_dump`'s `--schema=public` (we
+  use the default, which captures everything in `public` — but a future
+  developer adding a `tenant_X` schema will silently lose it).
+- MinIO bucket-policy changes that block the backup-side `s3:GetObject`
+  on certain prefixes.
+- GPG passphrase rotation that wasn't propagated to the restore host.
+- A `pg_restore` version skew with the producer-side `pg_dump`.

docs/runbooks/email-deliverability.md

@@ -0,0 +1,186 @@
+# Email deliverability runbook
+
+The CRM sends transactional email through three different surfaces. Each
+has a different failure mode when it lands in spam. This runbook covers
+how to diagnose, fix, and verify each path.
+
+## What email the CRM sends
+
+| Surface                                   | Trigger                                                                                | Template                                                          | Default `from`                                        |
+| ----------------------------------------- | -------------------------------------------------------------------------------------- | ----------------------------------------------------------------- | ----------------------------------------------------- |
+| Portal activation / password-reset        | Admin invites a client to the portal                                                   | `src/lib/email/templates/portal-auth.ts`                          | per-port `email_settings.from_address` or `SMTP_FROM` |
+| Inquiry confirmation + sales notification | Public website POSTs to `/api/public/interests` or `/api/public/residential-inquiries` | `inquiry-client-confirmation.ts`, `inquiry-sales-notification.ts` | same                                                  |
+| GDPR export ready                         | Staff requests an export with `emailToClient=true`                                     | inline in `gdpr-export.service.ts`                                | same                                                  |
+| Documenso reminders                       | Cadence job fires for an unsigned signer                                               | `documenso/reminders/*`                                           | same                                                  |
+
+Documenso _itself_ sends signing requests with its own `from` address —
+those don't flow through this codebase. SPF/DKIM for the Documenso
+sender is the Documenso operator's problem, not yours.
+
+## DNS records
+
+For every domain that appears in a `from:` header you must publish:
+
+### 1. SPF
+
+A single TXT record at the apex authorizing whichever provider is
+sending. Multiple SPF records on the same name **break SPF entirely** —
+combine into one.
+
+```
+v=spf1 include:_spf.google.com include:amazonses.com -all
+```
+
+The `-all` (hardfail) is correct for transactional mail. Switch to `~all`
+(softfail) only as a temporary diagnostic when migrating providers.
+
+### 2. DKIM
+
+Each provider publishes its own selector. Common shapes:
+
+- Google Workspace: `google._domainkey` → 2048-bit RSA pubkey (rotate every 12 months).
+- Amazon SES: `xxxx._domainkey`, `yyyy._domainkey`, `zzzz._domainkey` (three CNAMEs SES gives you).
+- Postmark / Resend / Mailgun: one CNAME per selector.
+
+Verify alignment — the `d=` value in the DKIM signature must match the
+`From:` domain (relaxed alignment is fine, strict is overkill).
+
+### 3. DMARC
+
+Start at `p=none` while you build deliverability data, then upgrade.
+
+```
+_dmarc 14400 IN TXT "v=DMARC1; p=quarantine; rua=mailto:dmarc@portnimara.com; ruf=mailto:dmarc@portnimara.com; fo=1; adkim=r; aspf=r; pct=100"
+```
+
+`rua` (aggregate reports) is the diagnostic feed — set it before the
+first send so the first weekly report has data.
+
+### 4. MX (only if you also receive)
+
+The CRM's IMAP probe (`scripts/dev-imap-probe.ts`) and the inbound thread
+sync rely on a real mailbox. Whoever runs that mailbox publishes the MX
+records — typically Google Workspace or a dedicated provider. Don't add
+an MX pointing at the CRM host; it doesn't accept SMTP IN.
+
+## Per-port overrides
+
+Each port can override `from_address`, `from_name`, and SMTP creds via
+the admin email-settings page. When set, `getPortEmailConfig()` returns
+those values and `sendEmail()` uses them in preference to the global
+`SMTP_*` env. **The override domain still needs SPF / DKIM / DMARC** on
+its own DNS — without them, every send from that port lands in spam.
+
+When a customer reports "our portal invite didn't arrive":
+
+1. Pull the port's email settings from the admin UI. Check `from_address`.
+2. Run `dig TXT <from-domain>` and `dig TXT _dmarc.<from-domain>`.
+   Confirm SPF includes the SMTP provider's domain and DMARC exists.
+3. Send a probe through `mail-tester.com`: paste the address into a
+   test send, click the score breakdown.
+4. Score < 8/10 → fix whatever's flagged before doing anything else in
+   this runbook.
+
+## Diagnosing a "didn't arrive" report
+
+Order matters — go top-down, stop when one of these is the answer.
+
+### Step 1: Was the send attempted?
+
+```bash
+# Tail the worker logs for the recipient address.
+docker compose logs worker | grep '<recipient>'
+```
+
+You'll see one of three patterns:
+
+- **Nothing**: The job didn't run. Check that BullMQ actually queued it.
+  `redis-cli LLEN bull:email:waiting` — if non-zero, the worker is dead.
+  `docker compose logs scheduler | tail` to see why.
+- **`Email sent`** with a message-id: The provider accepted it. Move to
+  Step 2.
+- **`SendError`**: Provider rejected. The error string says why
+  (auth, rate limit, blocked recipient).
+
+### Step 2: Is `EMAIL_REDIRECT_TO` set?
+
+In dev/test we set `EMAIL_REDIRECT_TO=ops@portnimara.com` so seeded fake
+clients don't get real email. **It must be unset in production.**
+
+```bash
+# On the production host:
+docker exec pncrm-web printenv EMAIL_REDIRECT_TO
+# Should print nothing.
+```
+
+If it's set, every email is going to the redirect target with the
+original recipient prefixed in the subject — the customer never sees it.
+
+### Step 3: Did it land but get filtered?
+
+Ask the recipient to check:
+
+- Spam / Junk folder
+- Gmail "Promotions" tab
+- Outlook "Other" folder (vs Focused)
+- The Quarantine console if they're on M365 with anti-spam enabled
+
+If found in a spam folder: the email arrived; the recipient's filter
+classified it. SPF/DKIM/DMARC alignment is suspect — re-run the
+mail-tester probe from above.
+
+### Step 4: Was the recipient on a suppression list?
+
+Some providers (SES, Postmark) maintain a suppression list — once a
+domain bounces from an address, future sends are dropped silently.
+
+```bash
+# SES example:
+aws ses list-suppressed-destinations --region eu-west-1
+```
+
+If the recipient is suppressed, remove them and ask them to retry. The
+CRM doesn't track suppression locally; that's the provider's job.
+
+## When migrating SMTP providers
+
+1. Add the new provider's DKIM CNAMEs alongside the old ones.
+2. Add the new provider's `include:` to the existing SPF record.
+3. Wait 48 hours for DNS to propagate and DMARC reports to confirm both
+   providers align.
+4. Switch `SMTP_*` env to the new provider on a single staging host.
+5. Send through the staging host for a week. Watch DMARC reports.
+6. Cut production over.
+7. Wait two weeks before removing the old provider's DNS — undelivered
+   bounce reports keep arriving for a while.
+
+## Testing a deliverability fix
+
+There's no automated test for "did this email reach the inbox" — that's a
+property of the recipient's filter, which we don't control. The closest
+proxy is the realapi suite:
+
+```bash
+pnpm exec playwright test --project=realapi
+```
+
+It runs `tests/e2e/realapi/portal-imap-activation.spec.ts` which sends a
+real portal-invite email through SMTP, then polls the configured IMAP
+mailbox for the activation link. If it appears within 30 seconds, the
+SMTP→DKIM→DMARC chain is alive end-to-end. If the test times out, work
+backwards through this runbook.
+
+The realapi suite needs `SMTP_*` and `IMAP_*` env vars — see the
+"Optional dev/test-only env vars" block in `CLAUDE.md`.
+
+## Bounce handling
+
+The CRM doesn't currently process bounces. If you start seeing volume:
+
+- Set up the provider's webhook (SES → SNS → Lambda; Postmark → webhook
+  URL) to POST bounce events to a new `/api/webhooks/email-bounce` route.
+- Persist the bounced address into a `email_suppressions` table.
+- Have `sendEmail()` consult that table before each send.
+
+That work isn't in scope yet; this runbook just flags it as the next
+deliverability gap.

docs/runbooks/permission-audit.md

@@ -0,0 +1,56 @@
+# Permission Matrix Audit
+
+Scanned 182 route files under `src/app/api/v1/`.
+
+**No violations.** Every internal v1 handler is permission-gated.
+
+**Allow-listed:** 46 handler(s) intentionally skip `withPermission`.
+
+| File                                                             | Method | Reason                                                                            |
+| ---------------------------------------------------------------- | ------ | --------------------------------------------------------------------------------- |
+| `src/app/api/v1/admin/alerts/run-engine/route.ts`                | POST   | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/connections/route.ts`                      | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/errors/route.ts`                           | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/health/route.ts`                           | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/ocr-settings/route.ts`                     | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/ocr-settings/route.ts`                     | PUT    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/ocr-settings/test/route.ts`                | POST   | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/queues/[queueName]/[jobId]/retry/route.ts` | POST   | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/queues/[queueName]/[jobId]/route.ts`       | DELETE | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/queues/[queueName]/route.ts`               | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/queues/route.ts`                           | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/admin/users/options/route.ts`                    | GET    | Admin-only — gated by isSuperAdmin inside handler.                                |
+| `src/app/api/v1/ai/email-draft/[jobId]/route.ts`                 | GET    | TODO: needs ai:\* permission catalog entry. Currently allow-listed.               |
+| `src/app/api/v1/ai/email-draft/route.ts`                         | POST   | TODO: needs ai:\* permission catalog entry. Currently allow-listed.               |
+| `src/app/api/v1/ai/interest-score/bulk/route.ts`                 | GET    | TODO: needs ai:\* permission catalog entry. Currently allow-listed.               |
+| `src/app/api/v1/ai/interest-score/route.ts`                      | GET    | TODO: needs ai:\* permission catalog entry. Currently allow-listed.               |
+| `src/app/api/v1/alerts/[id]/acknowledge/route.ts`                | POST   | Alerts are user-scoped; port-filtered via auth context.                           |
+| `src/app/api/v1/alerts/[id]/dismiss/route.ts`                    | POST   | Alerts are user-scoped; port-filtered via auth context.                           |
+| `src/app/api/v1/alerts/count/route.ts`                           | GET    | Alerts are user-scoped; port-filtered via auth context.                           |
+| `src/app/api/v1/alerts/route.ts`                                 | GET    | Alerts are user-scoped; port-filtered via auth context.                           |
+| `src/app/api/v1/berth-reservations/[id]/route.ts`                | PATCH  | TODO: PATCH should map to reservations:edit (not currently in catalog).           |
+| `src/app/api/v1/currency/convert/route.ts`                       | POST   | Currency reference data; port-scoped, no PII.                                     |
+| `src/app/api/v1/currency/rates/refresh/route.ts`                 | POST   | TODO: gate with admin:manage_settings — currently allow-listed.                   |
+| `src/app/api/v1/currency/rates/route.ts`                         | GET    | Currency reference data; port-scoped, no PII.                                     |
+| `src/app/api/v1/custom-fields/[entityId]/route.ts`               | GET    | TODO: needs custom_fields:\* permission. PUT path internally validated.           |
+| `src/app/api/v1/custom-fields/[entityId]/route.ts`               | PUT    | TODO: needs custom_fields:\* permission. PUT path internally validated.           |
+| `src/app/api/v1/expenses/export/parent-company/route.ts`         | POST   | Internally gated by isSuperAdmin inside the handler.                              |
+| `src/app/api/v1/me/route.ts`                                     | GET    | Self-endpoint — auth is sufficient.                                               |
+| `src/app/api/v1/me/route.ts`                                     | PATCH  | Self-endpoint — auth is sufficient.                                               |
+| `src/app/api/v1/notifications/[notificationId]/route.ts`         | PATCH  | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/notifications/preferences/route.ts`              | GET    | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/notifications/preferences/route.ts`              | PUT    | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/notifications/read-all/route.ts`                 | POST   | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/notifications/route.ts`                          | GET    | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/notifications/unread-count/route.ts`             | GET    | User-scoped notifications — caller is the resource owner.                         |
+| `src/app/api/v1/saved-views/[id]/route.ts`                       | PATCH  | User-self saved views — caller is the resource owner.                             |
+| `src/app/api/v1/saved-views/[id]/route.ts`                       | DELETE | User-self saved views — caller is the resource owner.                             |
+| `src/app/api/v1/saved-views/route.ts`                            | GET    | User-self saved views — caller is the resource owner.                             |
+| `src/app/api/v1/saved-views/route.ts`                            | POST   | User-self saved views — caller is the resource owner.                             |
+| `src/app/api/v1/search/recent/route.ts`                          | GET    | Port-scoped search — results filtered by auth context (resources have own perms). |
+| `src/app/api/v1/search/route.ts`                                 | GET    | Port-scoped search — results filtered by auth context (resources have own perms). |
+| `src/app/api/v1/settings/feature-flag/route.ts`                  | GET    | Public read of feature-flag bool — no PII; auth is sufficient.                    |
+| `src/app/api/v1/tags/options/route.ts`                           | GET    | Tags are cross-cutting reference data; port-scoped via auth.                      |
+| `src/app/api/v1/tags/route.ts`                                   | GET    | Tags are cross-cutting reference data; port-scoped via auth.                      |
+| `src/app/api/v1/users/me/preferences/route.ts`                   | GET    | User-self preferences — caller is the resource owner.                             |
+| `src/app/api/v1/users/me/preferences/route.ts`                   | PATCH  | User-self preferences — caller is the resource owner.                             |

docs/superpowers/specs/2026-04-23-data-model-refactor-design.md

@@ -0,0 +1,663 @@
+# Data-Model Refactor: Yachts and Companies as First-Class Entities
+
+**Status:** Draft — awaiting final review
+**Date:** 2026-04-23
+**Spec position:** 1 of 3 (Spec 2 = NocoDB+MinIO importer; Spec 3 = client merge endpoint)
+
+## Overview
+
+This spec delivers a refactor of the core client / yacht / company data model to support real-world ownership relationships that the current schema cannot express.
+
+The current `clients` table holds yacht dimensions and company name as columns directly on the person row. This enforces a one-person = one-yacht = one-company assumption that breaks the moment:
+
+- A client owns multiple yachts (a common marina scenario)
+- A person is a broker or director of multiple companies
+- A yacht is legally owned by a shell company (common for tax / liability reasons) rather than by the human on the dock
+- A yacht changes hands between owners and the marina needs chain-of-title
+
+The refactor pulls yacht and company data into their own first-class tables, adds join tables for person↔company memberships, and introduces a proper `berth_reservations` table for exclusive-reservation lifecycle tracking.
+
+This spec also fixes two existing schema gaps that surface during the refactor:
+
+- `berths.status` tracks the state of a berth but there is no table recording which client/yacht exclusively reserves a berth
+- `invoices.clientName` is a text field with no FK — there's no first-class link between invoices and billing entities
+
+## Scope boundaries
+
+### In scope (this spec)
+
+- New `yachts`, `yacht_ownership_history`, `yacht_notes`, `yacht_tags` tables
+- New `companies`, `company_memberships`, `company_addresses`, `company_notes`, `company_tags` tables
+- New `berth_reservations` table with partial-unique-index exclusivity enforcement
+- Updates to `interests`, `berth_waiting_list`, `invoices`, `files`, `documents` to add FKs to the new entities
+- Removal of yacht, company, and proxy columns from `clients`
+- New services, API routes, permissions, and socket/webhook events
+- New UI pages for yachts, companies, and berth reservations; modifications to client, interest, berth, invoice forms
+- Dual-path EOI generation (Documenso + in-app PDF template) with a shared payload builder
+- Comprehensive test coverage: unit, integration, E2E, exhaustive click-through, template regression
+- Seeder with realistic multi-cardinality dummy data
+
+### Explicitly out of scope
+
+- **Importing NocoDB records and MinIO documents** → Spec 2
+- **Client merge endpoint** → Spec 3
+- Yacht survey / class-cert document categorization
+- Company hierarchy (holding → subsidiary)
+- Line-item-level yacht references on invoices
+- Auto-renewal flow for berth reservations
+- Per-yacht row-level permissions
+- Portal branding per company
+
+## Decisions and rationale
+
+| Topic                                                                                    | Decision                                                                                                                | Why                                                                                                                                                                                                  |
+| ---------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| Yacht scope                                                                              | Full entity: own page, documents, ownership history, yacht-keyed interests / reservations / invoices                    | Marina domain cares about yachts as first-class objects (dimensions for berth fit, registration for port entry, ownership for liability)                                                             |
+| Company scope                                                                            | Full entity: memberships join, company-owned yachts, company billing                                                    | Yachts are frequently owned by shell companies for tax/liability reasons — the human on the dock is a director or broker. Lightweight/medium models can't route invoices to the correct legal entity |
+| Ownership history                                                                        | Dedicated `yacht_ownership_history` table + denormalized current-owner columns on `yachts`                              | Ownership change is exactly the kind of event that needs queryable history (chain of title, insurance, broker commission attribution). Denormalized current-owner keeps common reads fast            |
+| Proxy fields on clients (`isProxy`, `proxyType`, `actualOwnerName`, `relationshipNotes`) | Drop all four                                                                                                           | Every real proxy scenario is expressible through `company_memberships` roles or `client_relationships`. Keeping the old fields creates two sources of truth and drift risk                           |
+| Berth exclusive reservation                                                              | New `berth_reservations` table with partial unique index `WHERE status = 'active'`                                      | Current schema tracks berth state via `berths.status` but does not record which client/yacht holds the reservation. Partial unique index enforces exclusivity at the DB level                        |
+| Invoice billing entity                                                                   | `billingEntityType` (`'client' \| 'company'`) + `billingEntityId`; `clientName` retained as an immutable snapshot       | Companies become first-class payers. `clientName` as text is preserved on the invoice as a snapshot so invoices never retroactively rename themselves                                                |
+| Data state                                                                               | Green-field with dummy seeder; real data arrives via Spec 2                                                             | No production data lives in this Postgres DB yet. NocoDB holds the real records until Spec 2 imports them                                                                                            |
+| Delivery                                                                                 | One cohesive spec covering both yacht + company refactor                                                                | Splitting doubles the migration/UI/test churn for no architectural gain; both sets of changes overlap heavily                                                                                        |
+| EOI template strategy                                                                    | Support both Documenso-template path and in-app PDF template path, both fully functional from day one                   | Handoff risk: client must not come back claiming "EOIs don't work." If Documenso breaks or is replaced, in-app path is the fallback. Both consume the same payload builder for data consistency      |
+| EOI UI picker                                                                            | Dropdown at generation time (user picks Documenso or in-app explicitly)                                                 | Explicit beats automatic fallback for handoff — misconfiguration is visible, not silently masked                                                                                                     |
+| Testing                                                                                  | Unit, integration, full E2E scenarios, exhaustive Playwright click-through, template regression (including visual diff) | Explicit "test thoroughly" direction plus the handoff concern justify going heavier than normal on integration + E2E tiers                                                                           |
+
+## Schema design
+
+### New tables
+
+```
+yachts
+  id                          text PK
+  portId                      text NOT NULL FK → ports.id
+  name                        text NOT NULL
+  hullNumber                  text
+  registration                text
+  flag                        text
+  yearBuilt                   integer
+  builder                     text
+  model                       text
+  hullMaterial                text
+  lengthFt                    numeric
+  widthFt                     numeric
+  draftFt                     numeric
+  lengthM                     numeric
+  widthM                      numeric
+  draftM                      numeric
+  currentOwnerType            text NOT NULL  -- 'client' | 'company'
+  currentOwnerId              text NOT NULL
+  status                      text NOT NULL DEFAULT 'active'  -- 'active' | 'retired' | 'sold_away'
+  notes                       text
+  archivedAt                  timestamptz
+  createdAt                   timestamptz NOT NULL DEFAULT now()
+  updatedAt                   timestamptz NOT NULL DEFAULT now()
+  Indexes:
+    idx_yachts_port            on (portId)
+    idx_yachts_current_owner   on (portId, currentOwnerType, currentOwnerId)
+    idx_yachts_name            on (portId, name)
+
+yacht_ownership_history
+  id                          text PK
+  yachtId                     text NOT NULL FK → yachts.id ON DELETE CASCADE
+  ownerType                   text NOT NULL  -- 'client' | 'company'
+  ownerId                     text NOT NULL
+  startDate                   date NOT NULL
+  endDate                     date            -- NULL = currently active
+  transferReason              text            -- 'sale' | 'inheritance' | 'gift' | 'company_restructure' | 'other'
+  transferNotes               text
+  createdBy                   text NOT NULL
+  createdAt                   timestamptz NOT NULL DEFAULT now()
+  Indexes:
+    idx_yoh_yacht              on (yachtId)
+    idx_yoh_active (partial)   on (yachtId) WHERE endDate IS NULL
+
+yacht_notes                   -- mirrors client_notes shape
+  id, yachtId (FK CASCADE), authorId, content, mentions text[], isLocked, createdAt, updatedAt
+
+yacht_tags
+  yachtId, tagId              composite PK; tagId references system.tags.id
+
+companies
+  id                          text PK
+  portId                      text NOT NULL FK → ports.id
+  name                        text NOT NULL
+  legalName                   text
+  taxId                       text
+  registrationNumber          text
+  incorporationCountry        text
+  incorporationDate           date
+  status                      text NOT NULL DEFAULT 'active'  -- 'active' | 'dissolved'
+  billingEmail                text
+  notes                       text
+  archivedAt                  timestamptz
+  createdAt                   timestamptz NOT NULL DEFAULT now()
+  updatedAt                   timestamptz NOT NULL DEFAULT now()
+  Indexes:
+    idx_companies_port         on (portId)
+    idx_companies_name_unique  UNIQUE on (portId, lower(name))  -- case-insensitive
+    idx_companies_taxid        on (portId, taxId) WHERE taxId IS NOT NULL
+
+company_memberships
+  id                          text PK
+  companyId                   text NOT NULL FK → companies.id ON DELETE CASCADE
+  clientId                    text NOT NULL FK → clients.id ON DELETE CASCADE
+  role                        text NOT NULL  -- 'director' | 'officer' | 'broker' | 'representative' | 'legal_counsel' | 'employee' | 'shareholder' | 'other'
+  roleDetail                  text            -- free-text qualifier: "Managing Director", "Exclusive Broker"
+  startDate                   date NOT NULL
+  endDate                     date            -- NULL = active
+  isPrimary                   boolean NOT NULL DEFAULT false
+  notes                       text
+  createdAt                   timestamptz NOT NULL DEFAULT now()
+  updatedAt                   timestamptz NOT NULL DEFAULT now()
+  Indexes:
+    idx_cm_company             on (companyId)
+    idx_cm_client              on (clientId)
+    idx_cm_active (partial)    on (companyId, clientId) WHERE endDate IS NULL
+    unique_cm_exact            UNIQUE on (companyId, clientId, role, startDate)
+
+company_addresses             -- mirrors client_addresses shape with companyId FK
+company_notes                 -- mirrors client_notes shape with companyId FK
+company_tags
+  companyId, tagId            composite PK
+
+berth_reservations
+  id                          text PK
+  berthId                     text NOT NULL FK → berths.id
+  portId                      text NOT NULL FK → ports.id
+  clientId                    text NOT NULL FK → clients.id  -- contract holder
+  yachtId                     text NOT NULL FK → yachts.id   -- which yacht occupies the slip
+  interestId                  text FK → interests.id          -- nullable link back to originating interest
+  status                      text NOT NULL  -- 'pending' | 'active' | 'ended' | 'cancelled'
+  startDate                   date NOT NULL
+  endDate                     date            -- NULL = open-ended
+  tenureType                  text NOT NULL DEFAULT 'permanent'  -- 'permanent' | 'fixed_term' | 'seasonal'
+  contractFileId              text FK → files.id
+  createdBy                   text NOT NULL
+  createdAt                   timestamptz NOT NULL DEFAULT now()
+  updatedAt                   timestamptz NOT NULL DEFAULT now()
+  Indexes:
+    idx_br_berth               on (berthId)
+    idx_br_client              on (clientId)
+    idx_br_yacht               on (yachtId)
+    idx_br_active (partial)    UNIQUE on (berthId) WHERE status = 'active'
+```
+
+### Modified tables
+
+```
+clients
+  DROP COLUMN yachtName, yachtLengthFt, yachtWidthFt, yachtDraftFt,
+              yachtLengthM, yachtWidthM, yachtDraftM, berthSizeDesired
+  DROP COLUMN companyName
+  DROP COLUMN isProxy, proxyType, actualOwnerName, relationshipNotes
+  (retains: fullName, nationality, preferredContactMethod, preferredLanguage,
+   timezone, source, sourceDetails, archivedAt, createdAt, updatedAt)
+
+interests
+  ADD COLUMN yachtId  text FK → yachts.id  -- nullable initially; enforced non-null before pipeline_stage leaves 'open'
+  ADD INDEX idx_interests_yacht on (yachtId)
+
+berth_waiting_list
+  ADD COLUMN yachtId  text FK → yachts.id
+
+invoices
+  ADD COLUMN billingEntityType  text NOT NULL  -- 'client' | 'company'
+  ADD COLUMN billingEntityId    text NOT NULL
+  (clientName column kept as immutable snapshot — must never auto-update)
+  ADD INDEX idx_invoices_billing_entity on (portId, billingEntityType, billingEntityId)
+
+files
+  ADD COLUMN yachtId    text FK → yachts.id    -- nullable
+  ADD COLUMN companyId  text FK → companies.id -- nullable
+  (existing clientId stays nullable; a file links to one of: client, yacht, or company)
+
+documents
+  ADD COLUMN yachtId    text FK → yachts.id    -- nullable
+  ADD COLUMN companyId  text FK → companies.id -- nullable
+```
+
+### DB-level invariants
+
+| #   | Invariant                                        | Enforced by                                                                                                                             |
+| --- | ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------- |
+| 1   | One active ownership row per yacht               | Partial unique index on `yacht_ownership_history(yachtId) WHERE endDate IS NULL`                                                        |
+| 2   | One active reservation per berth                 | Partial unique index on `berth_reservations(berthId) WHERE status = 'active'`                                                           |
+| 3   | Yacht always has a current owner                 | Both `currentOwnerType` and `currentOwnerId` NOT NULL; ownership row inserted atomically with yacht creation inside service transaction |
+| 4   | Company names unique per port (case-insensitive) | Unique index on `(portId, lower(name))`                                                                                                 |
+| 5   | Exact-duplicate memberships blocked              | Unique index on `(companyId, clientId, role, startDate)`                                                                                |
+
+### Service-layer invariants (not DB-enforceable due to polymorphic columns)
+
+| #   | Invariant                                                                                                                        | Enforced by                                               |
+| --- | -------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------- |
+| 6   | `yacht.currentOwnerType='client'` ↔ `currentOwnerId` references an existing row in `clients`; same for `'company'` ↔ `companies` | Zod validator + service-layer lookup before insert/update |
+| 7   | `yacht_ownership_history.ownerType/ownerId` consistent with the corresponding entity table                                       | Same as #6                                                |
+| 8   | `invoices.billingEntityType` + `billingEntityId` consistent with entity table                                                    | Same as #6                                                |
+| 9   | `files.clientId`, `files.yachtId`, `files.companyId` — exactly one of the three must be non-null if the file is entity-scoped    | Service-layer validation on insert/update                 |
+
+### Drizzle relations (`relations.ts`)
+
+All new tables wire into the relations map. Notable additions:
+
+- `clientsRelations`: `companyMemberships` (many), `ownedYachts` (many, via polymorphic query), `berthReservations` (many)
+- `yachtsRelations`: `port` (one), `ownershipHistory` (many), `notes` (many), `tags` (many), `interests` (many), `reservations` (many), `documents` (many)
+- `companiesRelations`: `port` (one), `memberships` (many), `addresses` (many), `notes` (many), `tags` (many), `documents` (many)
+- `berthReservationsRelations`: `berth`, `port`, `client`, `yacht`, `interest`, `contractFile`
+
+## Service layer and API
+
+### New services (`src/lib/services/`)
+
+| File                             | Key functions                                                                                                                                                                                                                            |
+| -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| `yachts.service.ts`              | `list`, `getById`, `create`, `update`, `archive`, `transferOwnership(yachtId, newOwnerType, newOwnerId, effectiveDate, reason, notes)` — atomic: closes current history row, opens new row, updates denormalized `currentOwner*` columns |
+| `companies.service.ts`           | `list`, `getById`, `create`, `update`, `archive`, `upsertByName(portId, name)` (case-insensitive, for autocomplete)                                                                                                                      |
+| `company-memberships.service.ts` | `addMembership`, `endMembership(id, endDate)`, `updateMembership`, `listByCompany`, `listByClient`, `setPrimary`                                                                                                                         |
+| `berth-reservations.service.ts`  | `createPending`, `activate(id)` (gates on partial unique index), `end(id, endDate)`, `cancel(id)`, `listByBerth`, `listByClient`, `listByYacht`                                                                                          |
+
+### Modified services
+
+| File                                 | Change                                                                                                                                                                                                                               |
+| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
+| `clients.service.ts`                 | Strip yacht/company/proxy field handling from create/update paths                                                                                                                                                                    |
+| `interests.service.ts`               | Accept `yachtId`; validate yacht is owned by the interest's client OR by a company the client actively represents. Promote-to-stage helpers require `yachtId` non-null before leaving `'open'`                                       |
+| `berths.service.ts`                  | Read reservation state via `berth_reservations` instead of deriving from `berths.status`. Reservation state changes also update `berths.status` via trigger-in-service-layer                                                         |
+| `invoices.service.ts`                | Accept `billingEntityType` + `billingEntityId`; snapshot the entity's current display name into `clientName` at creation (immutable afterward)                                                                                       |
+| `search.service.ts`                  | Extend to yachts and companies; include yacht name, hull number, registration in search index; include company name, legal name, taxId                                                                                               |
+| `recommendations.ts` (berth matcher) | Pull yacht dimensions from `yachts` table via `interest.yachtId` instead of from `clients.yacht*`                                                                                                                                    |
+| `document-templates.ts`              | Update `MERGE_FIELDS` catalog: deprecate `{{client.yachtName}}`, `{{client.companyName}}` and old yacht dimension tokens; add `{{yacht.*}}`, `{{company.*}}`, `{{owner.*}}` scopes. Update `resolveTemplate()` to resolve new scopes |
+| `portal.service.ts`                  | Portal user dashboards surface their yachts (owned + represented via memberships), their active memberships, and their active berth reservations                                                                                     |
+
+### New REST endpoints
+
+```
+# Yachts
+GET    /api/v1/yachts
+POST   /api/v1/yachts
+GET    /api/v1/yachts/:id
+PATCH  /api/v1/yachts/:id
+DELETE /api/v1/yachts/:id                      — archive (soft delete)
+POST   /api/v1/yachts/:id/transfer             — ownership transfer
+GET    /api/v1/yachts/:id/ownership-history
+GET    /api/v1/yachts/autocomplete?q=…
+
+# Companies
+GET    /api/v1/companies
+POST   /api/v1/companies
+GET    /api/v1/companies/:id
+PATCH  /api/v1/companies/:id
+DELETE /api/v1/companies/:id                   — archive
+GET    /api/v1/companies/autocomplete?q=…
+
+# Company memberships
+GET    /api/v1/companies/:id/members
+POST   /api/v1/companies/:id/members
+PATCH  /api/v1/companies/:id/members/:mid
+DELETE /api/v1/companies/:id/members/:mid      — sets endDate
+
+# Berth reservations
+GET    /api/v1/berths/:id/reservations
+POST   /api/v1/berths/:id/reservations         — create pending
+PATCH  /api/v1/berth-reservations/:id          — state transitions
+```
+
+### Modified endpoints
+
+- `GET /api/v1/clients/:id` — response now includes nested `yachts` (owned + represented), `companies` (via active memberships), `activeReservations`
+- `POST /api/v1/clients` — no longer accepts yacht/company/proxy fields
+- `POST /api/v1/interests` — requires `yachtId`
+- `POST /api/v1/invoices` — requires `billingEntityType` + `billingEntityId`
+- `POST /api/public/interests` — creates new `client` + `yacht` + optional `company` + `membership` + `interest` in one transaction, all marked `source: 'public_submission'`. No dedup against existing records (anonymous trust boundary).
+
+### Permissions (new keys)
+
+```
+yachts:view
+yachts:write
+yachts:transfer                  — higher-stakes operation, separate from :write
+yachts:delete                    — archive permission
+
+companies:view
+companies:write
+companies:delete
+
+memberships:write                — covers both directions of company_memberships
+
+reservations:view
+reservations:write
+```
+
+Existing role updates:
+
+- `admin` — all new keys
+- `team_lead` — `yachts:view`, `yachts:write`, `companies:view`, `companies:write`, `memberships:write`, `reservations:view`; NOT `yachts:transfer` or `reservations:write`
+- `front_desk` — all `:view` keys
+
+### Socket / webhook events (new)
+
+```
+yacht.created
+yacht.updated
+yacht.ownership_transferred
+yacht.archived
+company.created
+company.updated
+company.archived
+company_membership.added
+company_membership.ended
+berth_reservation.created
+berth_reservation.activated
+berth_reservation.ended
+berth_reservation.cancelled
+```
+
+Webhook event map in `src/lib/services/webhooks.ts` gains the same list.
+
+## EOI template strategy (dual-path)
+
+Both paths fully supported from day one. Required to mitigate handoff risk — if Documenso breaks or is replaced, the in-app path is the fallback.
+
+### Shared payload builder
+
+```ts
+// src/lib/services/eoi-context.ts
+export async function buildEoiContext(interestId: string): Promise<EoiContext>
+
+type EoiContext = {
+  client:   { fullName; nationality; primaryEmail; primaryPhone; address; … }
+  yacht:    { name; lengthFt; widthFt; draftFt; hullNumber; flag; yearBuilt; … }    // via interest.yachtId
+  company:  { name; legalName; taxId; billingAddress } | null                        // if yacht owner is a company
+  owner:    { type: 'client' | 'company'; name; … }                                  // polymorphic current owner
+  berth:    { mooringNumber; area; lengthFt; price; priceCurrency; tenureType; … }
+  interest: { stage; leadCategory; dateFirstContact; notes; … }
+  port:     { name; defaultCurrency; legalEntity; … }
+  date:     { today; year }
+}
+```
+
+Both paths consume this. Guarantees the two rendering engines see the same data and stay in sync as schema evolves.
+
+### Path A — Documenso template
+
+- Documenso hosts the template, referenced by ID via env var `DOCUMENSO_TEMPLATE_ID` (matches the old system's `NUXT_DOCUMENSO_TEMPLATE_ID` pattern — a single global template ID; per-port templates are a future extension if needed)
+- Payload builder flattens `EoiContext` into Documenso's field-name format, POSTs to `/api/v1/templates/{id}/generate-document`
+- Signing flow unchanged: Documenso emails signers, webhook updates status in our DB
+- Mitigation for "Documenso's template expects specific field names": one-time audit mapping every field name expected by `templateId=8` (from the old system) to a source in the new schema
+
+### Path B — In-app PDF template
+
+- Seed a "Standard EOI" HTML template into `document_templates` table on first boot. Template references tokens: `{{client.fullName}}`, `{{yacht.name}}`, `{{yacht.lengthFt}}`, `{{company.name}}`, `{{berth.mooringNumber}}`, `{{interest.dateFirstContact}}`, etc.
+- `resolveTemplate()` substitutes tokens from `EoiContext`
+- `pdfme` renders the resolved HTML to PDF
+- **Signing**: generated PDF is uploaded to Documenso via existing `documensoCreate` + `documensoSend` — Documenso supports signing ad-hoc PDFs (not just its own templates). Signing experience identical to Path A from the signer's perspective.
+- **Fallback**: if Documenso is unavailable, the PDF can be emailed to the signer via `nodemailer` as a manual fallback (flag in UI, not auto-fallback)
+
+### UI picker
+
+Generate-EOI dialog adds a Template dropdown:
+
+```
+Template: [ Documenso — Standard EOI                    v ]
+          [ Documenso — Standard EOI                      ]
+          [ In-app — Standard EOI                         ]
+          [ In-app — (any custom template user authored)  ]
+```
+
+Explicit picker chosen over automatic fallback: misconfiguration is visible, not silently masked — important for handoff.
+
+## UI impact
+
+### New pages
+
+| Route                               | Purpose                                                                                     |
+| ----------------------------------- | ------------------------------------------------------------------------------------------- |
+| `/[portSlug]/yachts`                | List view: name, dimensions, current owner, status. Filters by owner type, size, status     |
+| `/[portSlug]/yachts/[yachtId]`      | Detail — Tabs: Overview, Ownership History, Interests, Reservations, Documents, Notes, Tags |
+| `/[portSlug]/companies`             | List view: name, legal name, # members, # owned yachts                                      |
+| `/[portSlug]/companies/[companyId]` | Detail — Tabs: Overview, Members, Owned Yachts, Addresses, Documents, Notes, Tags           |
+
+### Modified pages
+
+| Page                                                  | Change                                                                                                                                      |
+| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
+| `client-form`                                         | Remove yacht / companyName / proxy fields. Becomes a clean "person" form. Yacht and company associations managed from detail page, not here |
+| `client-detail`                                       | Add tabs: Yachts (owned + represented), Companies (active memberships), Reservations                                                        |
+| `client-columns`                                      | Replace yacht/company text columns with "# yachts" and "Primary company" (from active memberships marked `isPrimary`)                       |
+| `interest-form`                                       | New required field: yacht picker, constrained to client's yachts (with inline "Add new yacht" option)                                       |
+| `interest-detail`                                     | Display yacht prominently; berth recommendations match against yacht dimensions                                                             |
+| `berth-detail`                                        | New tab: Reservations. Shows active reservation + history. "Reserve this berth" button opens reservation dialog                             |
+| `invoice-form`                                        | New billing-entity picker (client or company toggle + autocomplete); `clientName` snapshot populates automatically                          |
+| `eoi-generate-dialog`                                 | New template-picker dropdown (per dual-path strategy)                                                                                       |
+| Global search                                         | Extended to yachts and companies                                                                                                            |
+| Sidebar                                               | Adds "Yachts" and "Companies" entries. Reservations lives inside the Berths page                                                            |
+| `/api/public/interest` form (new interest submission) | Captures yacht + company sub-forms; creates new trio on submission                                                                          |
+
+### Portal pages
+
+- Dashboard: shows owned + represented yachts, active memberships, active reservations
+- New "My Yachts" tab — read-only yacht detail scoped to ones user owns or represents
+- New "My Reservations" tab
+- Authenticated interest submissions create yacht row linked to the portal user (not anonymous)
+
+### New components (`src/components/`)
+
+```
+yachts/
+  yacht-form.tsx
+  yacht-detail.tsx
+  yacht-detail-header.tsx
+  yacht-tabs.tsx
+  yacht-columns.tsx
+  yacht-picker.tsx
+  yacht-ownership-history.tsx
+  yacht-transfer-dialog.tsx
+companies/
+  company-form.tsx
+  company-detail.tsx
+  company-detail-header.tsx
+  company-tabs.tsx
+  company-columns.tsx
+  company-picker.tsx
+  company-members-tab.tsx
+  company-owned-yachts-tab.tsx
+  add-membership-dialog.tsx
+reservations/
+  reservation-form.tsx
+  reservation-list.tsx
+  berth-reserve-dialog.tsx
+shared/
+  owner-picker.tsx                 — polymorphic client|company autocomplete
+  billing-entity-picker.tsx
+```
+
+All follow existing `shadcn/ui` + CVA + react-hook-form + zod pattern.
+
+### Seeder (`src/lib/db/seed.ts`) — rewrite
+
+Produces realistic multi-cardinality fixtures:
+
+- 3 companies (two with multiple members, one dissolved with an `endDate` on all memberships)
+- 8 clients (some personal-only, some with company memberships, at least one representing multiple companies)
+- 12 yachts (mix of client-owned and company-owned; 2-3 with ownership-transfer history)
+- Interests linking clients ↔ yachts ↔ berths with realistic pipeline-stage distribution
+- A handful of active berth reservations + a few ended/cancelled ones
+- Rich contact / address / membership / ownership-history data covering every test scenario
+
+Seeder shares factory helpers with tests (`tests/helpers/factories.ts`).
+
+## Testing strategy
+
+### Coverage targets (CI-enforced)
+
+| Tier          | Target              |
+| ------------- | ------------------- |
+| Service layer | ≥ 90% line coverage |
+| Validators    | 100% line coverage  |
+| API routes    | ≥ 85% line coverage |
+| Overall       | ≥ 85% line coverage |
+
+Hard rules: no skipped tests on `main`; no PR merge without green CI on all tiers.
+
+### Tier 1 — Unit tests (Vitest)
+
+- Every new service function: happy path, each validation failure, each precondition failure, tenant-scoping
+- Merge-field resolver: every new token resolves correctly across each context shape
+- Validators: every zod schema tested for pass + fail on each field
+
+### Tier 2 — Integration tests (Vitest + Postgres via docker-compose test DB)
+
+- Migration up/down correctness
+- Partial unique indexes (`berth_reservations(berthId) WHERE status='active'`, `yacht_ownership_history(yachtId) WHERE endDate IS NULL`) reject duplicate inserts
+- FK cascades: deleting a client cascades contacts/addresses; yacht-with-this-owner is BLOCKED from being lost
+- Atomic `transferOwnership`: concurrent retries result in consistent state
+- Polymorphic integrity checks: `yacht.currentOwnerType='client'` with a companyId is rejected by service-layer validation
+- Company name case-insensitive uniqueness
+- Every new API route: auth → permission → service → DB → response shape
+
+### Tier 3 — E2E scenario tests (Playwright)
+
+Full-lifecycle flows:
+
+1. Create client → add yacht → create interest → generate EOI (Documenso path) → PDF in MinIO
+2. Same, in-app template path → verify PDF content contains expected yacht name
+3. Create company → add two clients as members → create yacht owned by company → generate invoice billed to company
+4. Yacht transfer: client-owned → company-owned; verify history + denormalized column + UI
+5. Reserve berth: create → verify visible → attempt duplicate reservation → blocked
+6. Public interest form → admin sees new client+yacht+company+interest trio
+7. (Spec 3 stub): merge flow tested end-to-end in Spec 3
+
+Multi-cardinality flows (the core justification for this refactor):
+
+8. One client with 3 yachts, 3 interests, 3 different berths — all representable
+9. One person as broker for 2 companies, each owning 1 yacht — memberships + owned yachts visible from client detail
+
+Portal flows:
+
+10. Portal user views "my yachts" — sees only owned/represented
+11. Portal user submits interest — new yacht linked to their identity
+
+### Tier 3.5 — Exhaustive Playwright click-through suite
+
+Location: `tests/e2e/exhaustive/`. Separate CI job (15-20 min, runs in parallel with other tiers, blocks merge if failing).
+
+Spec files: `yachts`, `companies`, `reservations`, `client-detail-refactored`, `eoi-generate`, `invoice-form`, `berths-with-reservations`, `portal`, `navigation`.
+
+Per-page logic:
+
+1. Navigate to page
+2. Enumerate every interactive element (`button`, `a`, `[role="button"]`, `[data-testid]`, form inputs)
+3. Click/fill each; post-click: assert no console errors, no 4xx/5xx network responses, UI returns to stable state
+4. Coverage assertion: elements clicked ≥ total elements on page (minus declared destructive-action allowlist)
+
+Helper: `tests/helpers/click-everything.ts` exports `clickEverythingOnPage(page, opts)`.
+
+Destructive actions allowlist (tested separately with create-then-destroy isolation):
+
+```
+yachts.delete, yachts.archive, yachts.transferOwnership
+companies.delete, companies.archive
+companyMemberships.end
+berthReservations.cancel, berthReservations.end
+invoices.delete
+```
+
+Acceptance criteria for Spec 1 completion:
+
+- Every new or changed page has 100% coverage in the exhaustive suite (minus allowlist)
+- Every allowlist entry has its own narrow destructive test
+- Zero console errors across the full suite
+- Zero unexpected 4xx/5xx responses
+
+### Tier 4 — EOI template regression
+
+- **Documenso payload snapshot test**: mock Documenso API; assert POST body contains every expected field name with correct value sourced from new schema
+- **In-app template rendering test**: render seeded template against each scenario's context; assert resolved HTML contains expected substrings; assert `pdfme` produces a non-empty PDF
+- **Visual diff**: render in-app EOI to PDF, compare against committed golden-image PDFs per scenario; regressions surface as image diffs in PR
+- **Error paths**: missing yacht, missing company with company-owned yacht reference, missing config (Documenso API key missing) — all produce explicit errors, not silent blanks
+
+### Tier 5 — Security tests
+
+- Cross-tenant isolation: yacht/company/reservation in port A invisible/unmodifiable from port B
+- Permission enforcement: user without `yachts:write` cannot `POST /yachts`; `yachts:transfer` required for transfer endpoint
+- Portal authorization: portal user cannot see yachts they don't own/represent
+- Public interest endpoint: anonymous submitter cannot read existing records
+
+### Test infrastructure
+
+Fixture factories in `tests/helpers/factories.ts`:
+
+```
+makeYacht({ owner: client|company, ...overrides })
+makeCompany({ overrides })
+makeMembership({ client, company, role, ...overrides })
+makeOwnershipHistoryRow({ yacht, owner, startDate, endDate })
+makeReservation({ berth, client, yacht, status })
+```
+
+Scenario builders produce Tier 3 multi-cardinality setups in a single call.
+
+Integration tests run against a fresh migrated DB; each test file wraps in a transaction that rolls back OR uses per-file schema isolation.
+
+## Rollout plan
+
+Green-field Postgres DB — no dual-write, no phased migration needed. Concern is only sequencing so the working tree never enters a broken half-migrated state.
+
+### PR sequence (≈ 15 PRs, feature branch `refactor/data-model`)
+
+| #   | PR                                                                                                  | Depends on   |
+| --- | --------------------------------------------------------------------------------------------------- | ------------ |
+| 1   | Schema migration: add all new tables, leave old client columns in place                             | —            |
+| 2   | Service layer: new services (yachts, companies, memberships, reservations)                          | 1            |
+| 3   | API routes for new services + new permissions                                                       | 2            |
+| 4   | Seeder rewrite with multi-cardinality fixtures                                                      | 2            |
+| 5   | UI: yacht list + detail + form + picker + ownership-history + transfer-dialog                       | 3            |
+| 6   | UI: company list + detail + form + picker + memberships tab + add-membership dialog                 | 3            |
+| 7   | UI: berth reservations tab + reserve dialog + ownership-transfer wiring                             | 3            |
+| 8   | Client form refactor: strip yacht/company/proxy fields, add nav links to yachts/companies           | 5, 6         |
+| 9   | Interest form: require `yachtId` + public interest form creates trio                                | 5            |
+| 10  | Invoice billing-entity support (client or company)                                                  | 6            |
+| 11  | EOI shared payload builder + seed in-app Standard EOI template + dual-path dialog                   | 5, 6         |
+| 12  | Merge-field catalog update + resolver extension for `{{yacht.*}}` / `{{company.*}}` / `{{owner.*}}` | 11           |
+| 13  | Drop old columns from `clients` (`yacht*`, `companyName`, proxy fields)                             | 8, 9, 10, 11 |
+| 14  | Exhaustive Playwright click-through suite (Tier 3.5)                                                | 13           |
+| 15  | Documentation updates (CLAUDE.md, numbered spec files 01-15, API catalog)                           | 13           |
+
+After PR 15, merge the feature branch into `main` as one final PR.
+
+## Risks and mitigations
+
+| Risk                                                                                               | Severity  | Mitigation                                                                                                                                  |
+| -------------------------------------------------------------------------------------------------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
+| Spec 2 (importer) depends on final schema; mid-development schema churn → rework                   | High      | Schema freeze after PR 1 lands; amendments require deliberate spec update                                                                   |
+| Polymorphic owner columns have no DB-level FK — service-layer bug could insert inconsistent owner  | Medium    | Service-layer validation + integration test for every create/update path; runtime assertion in `buildEoiContext`                            |
+| EOI dual-template drift (two engines produce subtly different output)                              | Medium    | Golden-image visual-diff tests in Tier 4, CI-gated                                                                                          |
+| Documenso template at `templateId=8` expects specific field names — new payload builder must match | Medium    | One-time audit: document every field the existing template expects; map each to a source in new schema; Spec 2's importer uses same mapping |
+| Old `client-portal/` sub-repo coordination during Spec 2 cutover                                   | Low       | Confirm old client-portal is decommissioned at Spec 2 cutover (not running concurrently against shared data)                                |
+| Seeder becomes dev-onboarding bottleneck                                                           | Low       | Seeder uses same factory helpers as tests — code path shared + tested                                                                       |
+| Documentation rot in numbered spec files                                                           | Low       | PR 15 updates them before the feature branch merges to `main`                                                                               |
+| Exhaustive-click-suite runtime (15-20 min per PR)                                                  | Low       | Separate CI job, runs in parallel with other tiers                                                                                          |
+| Handoff quality — "EOIs don't work" / "I can't see my yachts"                                      | Addressed | Dual template paths + exhaustive click coverage + golden-image diff + template regression tests collectively mitigate                       |
+
+## Open questions / deferred items
+
+Explicitly out of scope for this spec:
+
+- Yacht survey / class-cert document categorization (requires taxonomy work)
+- Multi-level company hierarchy (holding → subsidiary) — additive later
+- Invoice line items referencing specific yacht
+- Berth reservation auto-renewal flow
+- Per-yacht row-level permissions (e.g., "broker can only see yachts they represent")
+- Portal branding per company
+
+## Success criteria
+
+Spec 1 is complete when:
+
+1. All PRs in the sequence are merged to `main`
+2. CI is green: all coverage gates met, zero skipped tests, exhaustive click-through suite passes
+3. Manual verification: developer walks through every multi-cardinality scenario in Tier 3 E2E list against a dev build
+4. Both EOI paths produce documents that match the current system's outputs (visual verification + golden images committed)
+5. Documentation (CLAUDE.md + numbered spec files) updated
+6. Spec 2 (NocoDB+MinIO importer) can begin against a frozen schema

docs/superpowers/specs/2026-04-28-country-phone-timezone-design.md

@@ -0,0 +1,171 @@
+# Country / Phone / Timezone — i18n form polish
+
+**Status:** Agenda — awaiting prioritization (likely Phase B or B.5)
+**Date:** 2026-04-28
+**Phase:** Cross-cutting; touches every form that captures contact data
+
+## Why
+
+Today every CRM form takes free-text strings for nationality, phone, and timezone. That's fine for a marina with one operator typing it in once, but it leaks operator inconsistencies into reports and breaks any later system that consumes these fields (Documenso prefill, public website inquiry, portal sync, exports). For a multi-port platform that's about to onboard non-Polish-speaking residential clients, the data quality matters.
+
+Three coupled UX upgrades:
+
+1. **Nationality → ISO-3166 country dropdown.** Searchable. Stores ISO alpha-2 code (`'GB'`), displays localized country name.
+2. **Phone → country-code dropdown + format-as-you-type.** E.164 storage on the wire, formatted display per country.
+3. **Timezone → autofilled from country with override dropdown.** Most countries are single-zone; the few that aren't (US, RU, AU, BR, CA, ID, KZ, MN, MX, CD) get a sub-select. Stores IANA TZ string (`'Europe/Warsaw'`).
+
+## Scope
+
+### In scope
+
+- New shared primitives: `<CountryCombobox>`, `<PhoneInput>`, `<TimezoneCombobox>`
+- ISO-3166 country list bundled (no API call); names from `Intl.DisplayNames` with locale fallback to English
+- Country → primary IANA timezone map (~250 entries, JSON)
+- Phone parsing/validation/formatting via `libphonenumber-js` (server + client)
+- Wire into every form that captures contact data:
+  - `<ClientForm>` (name, nationality, phone)
+  - `<ResidentialClientDetail>` inline editor (nationality, phone, place_of_residence — country-aware)
+  - `<CompanyForm>` (incorporation_country)
+  - `<PortalActivateForm>` (phone)
+  - public inquiry form (form-template renderer, when phone field present)
+- DB migration: store ISO codes (`countries`, `nationality_iso`), E.164 phone (`phone_e164`), IANA timezone (`timezone`)
+- Backfill: best-effort parse existing free-text into the new columns; keep originals as `_legacy` for one release cycle
+- Display: localized country name in tables/detail pages; phone formatted per country (e.g. `+44 20 7946 0958`); timezone shown as friendly `'London (UTC+1)'` when current
+- Tests: unit (parser edge cases), integration (form submit → E.164 storage), smoke (typing + selecting flows)
+
+### Out of scope (deferred)
+
+- Multilingual UI surface (only the country _names_ localize via `Intl.DisplayNames`; rest of the UI stays English for now)
+- Subdivision picker (states/provinces) — only top-level country
+- Phone number geocoding / carrier lookup
+- Address autocomplete (Google Places, etc.)
+- Currency localization
+- RTL layout
+
+## Library choices
+
+| Concern                     | Library                                                                                                        | Why                                                                                                                                                                                   |
+| --------------------------- | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| Phone input + flag dropdown | `omeralpi/shadcn-phone-input`                                                                                  | Built on shadcn-ui's `Input` primitive (zero styling friction with our component library), wraps `libphonenumber-js`, ships with country dropdown + format-as-you-type. Small bundle. |
+| Phone parsing/validation    | `libphonenumber-js`                                                                                            | Google's library, ~88 benchmark, used by every popular React phone input. Server-side validation in zod.                                                                              |
+| Country list                | Bundled JSON of ISO-3166 alpha-2 codes + 3-letter codes + display names (English baseline)                     | No need for the heavier `country-state-city` databases — we don't need cities or states yet.                                                                                          |
+| Country → timezone          | Hand-curated `country-timezones.json` (250 entries, ~10kb) sourced from `country-tz` or moment-timezone's data | Static, no network call. For multi-zone countries, expose a sub-select.                                                                                                               |
+| Timezone formatting         | `Intl.DateTimeFormat` (built-in)                                                                               | Browser API; renders `'Europe/Warsaw (UTC+1)'`-style labels.                                                                                                                          |
+| Timezone list               | `Intl.supportedValuesOf('timeZone')` (built-in, ~600 entries)                                                  | Used as the override dropdown when a user wants a non-primary zone.                                                                                                                   |
+
+Bundle impact: `libphonenumber-js` mobile build is ~80 KB gz; `shadcn-phone-input` is ~5 KB; country/timezone JSONs ~30 KB. All client-side, lazy-loaded on first form render via `next/dynamic`.
+
+## Schema deltas
+
+```sql
+-- clients
+ALTER TABLE clients ADD COLUMN nationality_iso text;          -- 'GB'
+ALTER TABLE clients ADD COLUMN timezone text;                  -- 'Europe/London'
+-- existing 'nationality' free-text column stays for a release; new code reads ISO
+
+-- client_contacts (or wherever phone lives)
+ALTER TABLE client_contacts ADD COLUMN value_e164 text;        -- '+442079460958'
+ALTER TABLE client_contacts ADD COLUMN value_country text;     -- 'GB' (where the number was parsed against)
+-- existing 'value' stays as the human-displayable formatted form
+
+-- residential_clients — same pattern
+ALTER TABLE residential_clients ADD COLUMN nationality_iso text;
+ALTER TABLE residential_clients ADD COLUMN timezone text;
+ALTER TABLE residential_clients ADD COLUMN phone_e164 text;
+ALTER TABLE residential_clients ADD COLUMN phone_country text;
+
+-- companies
+ALTER TABLE companies ADD COLUMN incorporation_country_iso text;
+```
+
+Indexes: `idx_clients_nationality_iso`, `idx_clients_timezone` (cheap; powers analytics filters later).
+
+## Component primitives
+
+```tsx
+<CountryCombobox
+  value={iso}                    // 'GB' | undefined
+  onChange={(iso) => …}
+  locale="en"                    // for name lookup; default to navigator.language
+  variant="default" | "compact"  // compact = icon-only flag, default = name
+/>
+
+<PhoneInput
+  value={e164}                   // '+442079460958'
+  onChange={({ e164, country }) => …}
+  defaultCountry={'GB'}          // pre-selects the dropdown
+  required={false}
+/>
+
+<TimezoneCombobox
+  value={iana}                   // 'Europe/London'
+  onChange={(iana) => …}
+  countryHint={'GB'}             // when set, narrows the dropdown to matching zones first
+/>
+```
+
+All three are shadcn-styled, keyboard-accessible, support form integration with react-hook-form + zod.
+
+## Validators
+
+```ts
+// src/lib/validators/contact.ts
+import { isValidPhoneNumber } from 'libphonenumber-js';
+
+export const phoneE164Schema = z
+  .string()
+  .refine((v) => isValidPhoneNumber(v), 'Invalid phone number');
+
+export const isoCountrySchema = z
+  .string()
+  .length(2)
+  .toUpperCase()
+  .refine((c) => ISO_COUNTRIES.has(c), 'Unknown country');
+
+export const ianaTimezoneSchema = z
+  .string()
+  .refine((tz) => Intl.supportedValuesOf('timeZone').includes(tz), 'Unknown timezone');
+```
+
+## Backfill plan
+
+A migration script (`scripts/backfill-iso-and-e164.ts`) that:
+
+1. For each client/residential_client, attempt `libphonenumber-js` `parsePhoneNumber(rawPhone, { defaultCountry: 'PL' })` → if valid, write `phone_e164` + `phone_country`.
+2. For each free-text `nationality`, fuzzy-match against the country name list (exact match first, then Levenshtein ≤2). Write `nationality_iso` if confident.
+3. For each timezone, exact-match against IANA list. Otherwise leave null and let user fill it.
+4. Log unparseable rows to `backfill-iso-report.csv` for manual review.
+
+Run on staging first; require dry-run flag.
+
+## Build sequence
+
+| #   | PR                                                           | Effort | Depends on |
+| --- | ------------------------------------------------------------ | ------ | ---------- |
+| 1   | Country list JSON + ISO sets + `<CountryCombobox>` primitive | 0.5d   | —          |
+| 2   | `libphonenumber-js` integration + `<PhoneInput>` primitive   | 1d     | —          |
+| 3   | Country → timezone JSON + `<TimezoneCombobox>` primitive     | 0.5d   | 1          |
+| 4   | Schema deltas + drizzle migrations + zod validators          | 0.5d   | —          |
+| 5   | Wire into ClientForm + ClientDetail inline editors           | 1d     | 1, 2, 3, 4 |
+| 6   | Wire into ResidentialClientDetail                            | 0.5d   | 5          |
+| 7   | Wire into CompanyForm                                        | 0.5d   | 1          |
+| 8   | Public inquiry form template renderer support                | 0.5d   | 2          |
+| 9   | Backfill script + dry-run runbook                            | 1d     | 4          |
+| 10  | Smoke + integration tests                                    | 1d     | 5–9        |
+
+Total: ~7 dev days. Self-contained; no external dependencies on Phase B (analytics/alerts).
+
+## Risk register
+
+| Risk                                                                              | Mitigation                                                                                     |
+| --------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
+| Bundle bloat from libphonenumber data                                             | Use the `mobile` metadata build, lazy-import via `next/dynamic`                                |
+| Existing free-text data is too messy to backfill                                  | Keep the legacy column for one release; expose a "needs review" badge in admin                 |
+| Multi-zone country UX confusion                                                   | Sub-select only appears when country is multi-zone; otherwise zone is hidden behind "Override" |
+| Public inquiry form breaks if phone is required and user can't find their country | Default to PL, search by country name and dial code                                            |
+
+## Open questions for the user
+
+- Which port's locale should drive the _default_ country in `<PhoneInput>` (Poland for now, or detect from browser)?
+- Should existing free-text `nationality` field be removed once backfilled, or kept indefinitely as a fallback?
+- Is there an appetite for adding the same treatment to subdivision (state/region/voivodship) selectors, or strictly country-level for now?

docs/superpowers/specs/2026-04-28-documents-hub-design.md

@@ -0,0 +1,775 @@
+# Documents Hub, Reservation Agreements, and Visual Polish (Phase A)
+
+**Status:** Draft — awaiting final review
+**Date:** 2026-04-28
+**Phase:** A of D (B = Insights & Alerts; C = Website integration; D = Pre-prod ops)
+
+## Overview
+
+Phase A delivers a unified Documents Hub that tracks every signature-based document (EOI, Reservation Agreements, NDAs, ad-hoc uploads), generalises the existing single-purpose EOI dialog into a multi-format create-document wizard, builds the missing CRM-side reservation detail page with an end-to-end agreement workflow, polishes the reminder framework so non-EOI docs auto-remind correctly, and applies a system-wide visual upgrade to the polished-SaaS aesthetic the project already has tokens for.
+
+The project already ships a usable CRM with auth, multi-tenancy, full client/yacht/company/interest/berth/reservation data model, an EOI dual-path (Documenso template + in-app PDF), socket-driven real-time updates, and 130 smoke specs. What's missing for the next release: a single place to see what documents need signing and chase the people who haven't signed.
+
+## Scope boundaries
+
+### In scope (this spec)
+
+- New `/[port]/documents` hub page replacing the existing list
+- New `/[port]/documents/[id]` document detail page
+- Generalised create-document wizard supporting four template formats (HTML, PDF AcroForm fillable, PDF overlay-positioned, Documenso-rendered) plus ad-hoc PDF upload
+- New `/[port]/berth-reservations/[id]` reservation detail page with agreement-generation flow
+- Reservation Agreement as a first-class document type with default template seeded
+- Email composer extended with attachments and a System-vs-User From selector (admin-gated)
+- Reminder framework: per-template cadence, per-doc override, per-doc disable, per-signer manual reminders
+- Documenso version-aware abstraction layer covering field placement and document voiding across v1.13.1 and v2.x
+- System-wide visual polish: shadow scale, gradient layer, animation tokens, primitive components (`<StatusPill>`, `<KPITile>`, `<EmptyState>`, polished `<PageHeader>`), applied across all list and detail pages
+- Mobile-responsive sweep across every page touched
+- Comprehensive test coverage: unit, integration, smoke, exhaustive click-through, real-API round-trips, visual baseline regeneration
+
+### Explicitly out of scope (deferred to later phases)
+
+- Analytics dashboard, alert framework, interests-by-berth view, expense duplicate detection (Phase B)
+- Website-side integration: `/api/form/[token]/data` prefill endpoint, `/api/webhook/document-signed` callback receiver, public-endpoint shape compat (Phase C)
+- NocoDB to Postgres data migration, email deliverability (DKIM/SPF/DMARC), Sentry error reporting, audit log retention, performance baseline at 5k clients / 50k interests, backup/restore automation, production deploy readiness (Phase D)
+- Native in-CRM PDF field-placement editor (deferred until upload-path pain emerges; Phase A v1 ships with auto-placed footer signature fields and a "Customize fields in Documenso" link)
+- Word `.docx` template upload (deferred; PDF prioritized because Word adds LibreOffice/CloudConvert toolchain dependency without saving the field-placement step)
+- Per-interest "silence all reminders" toggle (was implicit in old `interests.reminderEnabled` gating which this spec drops; can be re-added as a bulk action if anyone misses it)
+
+## Information architecture
+
+### URL surface
+
+```
+/[port]/documents                         hub (replaces existing list)
+/[port]/documents/[id]                    document detail (new)
+/[port]/documents/new                     create-document wizard (new)
+/[port]/berth-reservations/[id]           reservation detail (new)
+/[port]/admin/templates                   existing; extended for new template formats
+/[port]/admin/email                       existing; one new toggle
+```
+
+### Schema deltas
+
+```
+documents — additions:
++ reservation_id          text     null  references berth_reservations(id)
++ reminders_disabled      boolean  default false
++ reminder_cadence_override int    null
+
+document_templates — additions:
++ reminder_cadence_days   int      null     (null = no auto-reminders)
++ template_format         text     default 'html'   ('html'|'pdf_form'|'pdf_overlay'|'documenso_render')
++ source_file_id          text     null  references files(id)
++ documenso_template_id   text     null
++ field_mapping           jsonb    default '{}'   (pdf_form: { acroFieldName: mergeToken })
++ overlay_positions       jsonb    default '[]'   (pdf_overlay: [{token, page, x, y, fontSize}])
+
+document_templates.body_html — relax to nullable (only required when template_format='html')
+
+document_watchers — new table:
+  document_id  text  not null  references documents(id) on delete cascade
+  user_id      text  not null  references users(id)
+  added_by     text  not null  references users(id)
+  added_at     timestamptz default now()
+  primary key (document_id, user_id)
+
+documents indexes — additions:
++ idx_docs_reservation       on (reservation_id)
++ idx_docs_status_port       on (port_id, status)        — powers tab counts cheaply
+
+document_watchers indexes:
++ idx_doc_watchers_doc       on (document_id)
++ idx_doc_watchers_user      on (user_id)
+
+documents.documentType enum — already includes 'reservation_agreement'; no migration needed
+documents.status enum — already accepts 'expired'; no migration needed
+documentSigners.status enum — pending|signed|declined; no migration needed
+```
+
+Backfill (one statement, safe to run in same migration):
+
+```sql
+UPDATE document_templates SET reminder_cadence_days = 1 WHERE template_type = 'eoi';
+```
+
+This preserves the existing 1-day-effective reminder cadence for existing EOI templates. Admins can edit per-template later.
+
+After running migration on a dev/staging server, restart `next dev` to flush postgres.js prepared-statement cache (existing project convention).
+
+### Polymorphic ownership pattern
+
+Documents already use the multi-FK pattern (`interest_id`, `client_id`, `yacht_id`, `company_id` as separate nullable columns). Adding `reservation_id` matches this. No conversion to polymorphic discriminator columns despite yachts and invoices using that pattern; staying consistent with the existing documents shape avoids a destructive migration.
+
+### Service-layer changes
+
+- `documents.service.ts`:
+  - `createFromWizard(portId, data, meta)` — dispatches across template/upload paths
+  - `createFromUpload(portId, data, meta)` — new upload-driven path; calls Documenso `createDocument`, stores file in MinIO via `files` service, mirrors to `documents` + `documentSigners`, optionally calls `sendDocument` if `sendImmediately`
+  - `cancelDocument(documentId, portId, meta)` — user-initiated cancel; calls Documenso void, updates DB status, logs event
+  - `composeSignedDocEmail(documentId, portId)` — returns prefilled `{ to, cc, subject, body, attachments, defaultSenderType }` for the composer
+  - `getDocumentDetail(id, portId)` — single-roundtrip aggregator returning doc + signers + events + watchers + linked-entity summary
+
+- `document-templates.ts`:
+  - `generateAndSign` extended for new `template_format` values
+  - `fillAcroForm(sourceFile, fieldMapping, mergeContext)` — pdf-lib AcroForm fill
+  - `drawOverlay(sourceFile, overlayPositions, mergeContext)` — pdf-lib text-draw at positions
+  - Documenso-render path uses existing `generateDocumentFromTemplate`
+
+- `documenso-client.ts`:
+  - `placeFields(docId, fields, portId?)` — version-aware bulk field placement
+  - `placeDefaultSignatureFields(docId, recipientIds, portId?)` — auto-position one SIGNATURE per recipient at footer
+  - `voidDocument(docId, portId?)` — version-aware doc void/delete
+  - Coordinate normalization helpers (caller passes percent 0-100; converted to pixels for v1 using cached page dimensions)
+
+- `document-reminders.ts`:
+  - `sendReminderIfAllowed(documentId, portId, options?)` — extended signature with optional `signerId` and `auto: boolean`
+  - `processReminderQueue(portId)` — query rewritten around `documents.reminder_cadence_override ?? template.reminder_cadence_days`; drops `interests.reminderEnabled` gating
+
+- `notifications.service.ts`:
+  - `notifyDocumentEvent(docId, eventType)` — fans out to creator + entity-assignee + watchers; existing socket events keep firing
+
+- New: `reservation-agreement-context.ts`:
+  - `buildReservationAgreementContext(reservationId, portId)` — joins reservation -> client + yacht + berth -> port; returns context shape for template merge
+
+- `email-compose.service.ts`:
+  - Validator extended: `{ senderType: 'system'|'user', accountId? (when user), attachments[] }`
+  - System path: calls `lib/email/index.ts → sendEmail()` with `portId` + attachments; logs `documentEvents` row `signed_doc_emailed`; skips `email_messages`/`email_threads` writes
+  - User path: existing flow, with attachments resolution from `files` table
+  - Port-isolation: cross-port `fileId` returns 403
+
+- `lib/email/index.ts`:
+  - `SendEmailOptions.attachments?: Array<{ fileId, filename? }>` — fetches files from MinIO, passes to nodemailer
+
+## Documents hub page
+
+Replaces existing `/[port]/documents` list.
+
+### Layout
+
+```
+[ Header strip: title, KPI sub-line, "+ New document" button ]
+
+[ Tabs: All | Awaiting them (count) | Awaiting me (count) | Completed | Expired ]
+
+[ Search · Type · Status · Sent · Watcher filter chips · saved-view selector · overflow ]
+
+[ Table:
+    checkbox | Document | Type pill | Subject pill | Status (X/Y signed + dot) | Sent
+    ▾ expand row inline to show signers + watchers strip
+]
+
+[ Sticky bulk-action bar appears when ≥1 row checked:
+    "N selected" | Remind unsigned | Cancel | Export | pagination
+]
+```
+
+### Tab queries
+
+- All — every document in port
+- Awaiting them — `status IN ('sent','partially_signed')` AND has pending signer != current user
+- Awaiting me — at least one `documentSigners` row matching `signer_email = current user email` AND `status = 'pending'`
+- Completed — `status IN ('completed','signed')`
+- Expired — `status = 'expired'` OR (`status IN ('sent','partially_signed')` AND `expires_at < now()`)
+
+Counts run cheap thanks to `idx_docs_status_port`.
+
+### Filters and saved views
+
+- Search: fuzzy match on title, subject name, signer email
+- Type: multi-select doc types
+- Status: multi-select status enum
+- Sent: date-range chips (Today, 7d, 30d, custom)
+- Watcher: filter by watching user
+- "Signature-based only" chip defaults to ON; toggle off to see non-signed docs (welcome letters etc.) as well, rendered with a "Delivered" pill
+- Saved-view integration: filter combos save to existing `saved_views` table
+
+### Row anatomy
+
+- Collapsed: name (links to detail), type pill (colored per type), subject pill (links to entity), status indicator (X/Y signed with progress dot), sent age
+- Expanded: per-signer rows with email, status pill, sent timestamp, signed timestamp, `[Remind]` and overflow `[...]` (resend invite, copy signing link, skip — skip is UI-only flag, not implemented in v1)
+- Watchers strip at bottom of expansion: chips + `+ Add watcher` autocomplete
+- Hover: row gets soft brand-soft gradient bg
+
+### Real-time
+
+Subscribes to existing `documents.service.ts`-emitted socket events: `document:created`, `document:updated`, `document:deleted`, `document:sent`, `document:completed`, `document:expired`, `document:cancelled`, `document:rejected`, `document:signer:signed`, `document:signer:opened`. All already fire today.
+
+### Empty states
+
+- No docs yet: illustration + 1-line explanation + `[+ New document]` CTA
+- Filtered empty: "No docs match these filters. Clear filters?"
+
+### Mobile (< 768px)
+
+- Tabs collapse into `<select>`
+- Filters collapse behind `[Filters]` button into a sheet
+- Rows stack as cards: title + status + age, expand to show signers
+- "+ New document" floats as FAB bottom-right
+
+## Document detail page
+
+New `/[port]/documents/[id]` page. No detail page exists today.
+
+### Layout
+
+```
+[ Breadcrumb: All documents ]
+
+[ Header strip with gradient: title (editable inline), type pill, status pill, subtitle (subject link, creator, age) ]
+
+[ Action bar — context-aware ]
+
+[ Two-column body:
+    Left (2fr):
+      Signers panel (vertical list, replaces existing horizontal SigningProgress)
+      Linked entity card
+    Right (1fr):
+      Watchers panel (chips + add)
+      Activity timeline (from documentEvents)
+      Notes (auto-saving editable text)
+      Preview (PDF; tabbed Original/Signed when completed)
+]
+```
+
+### Action bar by status
+
+- `draft` — `[Send for signing]` `[Edit signers]` `[Delete]`
+- `sent | partially_signed` — `[Send reminder to all]` `[Resend invite]` `[Cancel]`
+- `completed` — `[Download signed PDF]` `[Email signed PDF to all signatories]`
+- `cancelled | rejected | expired` — `[Duplicate]`
+- Always `[...]` overflow: Duplicate, Move to other entity, View Documenso URL, Audit log
+
+### Signers panel (vertical, replaces horizontal stepper)
+
+Per-row:
+
+- Numbered status circle (pending grey, signed green, declined red)
+- Name, email, role
+- Sent age, last-reminded age, signed timestamp
+- `[Remind]` button — disabled with countdown if cooldown active (24h-or-cadence) for auto mode; bypassed in manual mode
+- `[Copy signing link]` — copies `signingUrl` (hosted Documenso); overflow offers "Copy embed link" if `embeddedUrl` present (used by website embed at `/sign/[type]/[token]`)
+- `[...]` overflow: Resend invite, View signing history, Replace email (draft only)
+- Sequential mode: only current pending signer's `[Remind]` active; others greyed with tooltip
+
+### Send-signed-PDF email flow
+
+Action visible only when `status='completed' AND signedFileId IS NOT NULL`.
+
+Click opens email composer drawer prefilled:
+
+- From: dropdown defaulting to System (port-config noreply identity); Personal accounts available only when port admin enables `email.allowPersonalAccountSends`
+- To: union of `documentSigners.signerEmail` for the doc
+- Cc: empty; "Cc watchers" toggle adds users from `document_watchers`
+- Subject: `"Signed {document type} — {document title}"`
+- Body: from `signed_doc_completion` per-port template (new template type; default seeded for new ports)
+- Attachments: signed PDF auto-attached from `documents.signedFileId` (chip with filename + size; removable)
+
+Send dispatch:
+
+- System path: `lib/email/index.ts → sendEmail()` with portId + attachments; writes `documentEvents` row; skips email_messages/threads writes (no IMAP sync expected)
+- User path: `email-compose.service.ts` existing flow; writes email_messages + thread; subject to `allowPersonalAccountSends` gate (server-side enforces 403 on user senderType when toggle off)
+
+### Backend additions
+
+- `POST /api/v1/documents/[id]/cancel` — calls `cancelDocument` service; service calls Documenso void via new client function
+- `POST /api/v1/documents/[id]/remind` — accepts optional `{ signerId }`; passes `auto: false` to service
+- `GET /api/v1/documents/[id]/watchers` — list
+- `POST /api/v1/documents/[id]/watchers` — add `{ userId }`
+- `DELETE /api/v1/documents/[id]/watchers/[userId]` — remove
+- `POST /api/v1/documents/[id]/compose-completion-email` — returns prefilled draft
+
+## Create-document wizard
+
+Replaces `<EoiGenerateDialog>`. Single drawer/dialog, three steps.
+
+### Step 1 — Type and source
+
+```
+Render:  ●  Generate the PDF here (using template format below)
+         ○  Use a Documenso-stored template (Documenso renders + signs)
+
+Format (when "Generate the PDF here" selected):
+         ●  HTML (write inline)
+         ○  PDF (AcroForm fillable upload)
+         ○  PDF (overlay positioning)
+
+Template:  [ pick from port's templates of selected format ]
+   OR
+Upload PDF:  [ drop or pick file; preview renders inline ]
+
+Document type: [ auto-derived from template, or picked from DOCUMENT_TYPES enum ]
+```
+
+Signing destination is always Documenso. The "Render in CRM" vs "Render in Documenso" axis is about PDF generation only.
+
+### Step 2 — Recipients
+
+```
+Attached to: [ Interest #142 — Smith family  Change ]
+   ↑ pre-filled if launched from a detail page
+
+Signers: (hidden for documenso-render path; signers embedded in template)
+   ① name  email  role       [✕]
+   ② name  email  role       [✕]
+   [+ Add signer] (autocomplete from clients/companies/users; or manual entry)
+   Drag to reorder; signing-order assigned by row position
+
+Signing mode: ● Sequential   ○ Parallel
+
+Watchers (optional): [chips] [+ Add watcher] (CRM users)
+
+Reminder cadence:
+   ●  Use template default (every 7 days)
+   ○  Override:  [_____] days
+   ○  Disable for this document
+
+[ For upload path only ]
+☑  Auto-place signature fields at footer (default; refine later in Documenso)
+```
+
+### Step 3 — Review and send
+
+```
+Title: [ EOI — Smith family ____________ ]   (editable; default rendered from merge tokens)
+Notes (internal): [_____________]
+Preview: [ rendered PDF inline · 4 pages · scrollable ]
+Signing-order banner (multi-signer in-app/upload only): "Sequential — Carol must sign before Bob" [Switch to parallel]
+[← Back] [Save as draft] [Send →]
+```
+
+Save as draft → status='draft'; `[Send for signing]` available later from detail page. Send → calls Documenso, status='sent', socket event fires.
+
+### Documenso version-aware field placement
+
+For upload path, `placeDefaultSignatureFields` auto-positions one SIGNATURE per recipient at last-page footer (staggered to avoid overlap). User can refine in Documenso via "Customize fields in Documenso" link on detail page.
+
+`placeFields` and `placeDefaultSignatureFields` in `documenso-client.ts` hide v1/v2 differences:
+
+- v1: `POST /api/v1/documents/{id}/fields` per field; pixel coordinates; requires page dimension lookup
+- v2: `POST /api/v2/envelope/field/create-many` bulk; percentage 0-100 coordinates; rich `fieldMeta`
+- Caller passes percentage; abstraction converts for v1 using cached page dimensions
+
+### `createDocumentSchema` extension
+
+```ts
+export const createDocumentSchema = z.object({
+  source: z.enum(['template', 'upload']),
+  templateId: z.string().uuid().optional(),
+  uploadedFileId: z.string().uuid().optional(),
+
+  documentType: z.enum(DOCUMENT_TYPES),
+  title: z.string().min(1).max(200),
+  notes: z.string().optional(),
+
+  // Subject (exactly one required)
+  interestId: z.string().uuid().optional(),
+  reservationId: z.string().uuid().optional(),
+  clientId: z.string().uuid().optional(),
+  companyId: z.string().uuid().optional(),
+  yachtId: z.string().uuid().optional(),
+
+  // Signers (required when render=in-app or source=upload)
+  signers: z.array(z.object({
+    signerName: z.string().min(1),
+    signerEmail: z.string().email(),
+    signerRole: z.enum(['client', 'sales', 'approver', 'developer', 'other']),
+    signingOrder: z.number().int().min(1),
+  })).optional(),
+  signingMode: z.enum(['sequential', 'parallel']).default('sequential'),
+
+  pathway: z.enum(['documenso-template', 'inapp', 'upload']).optional(),
+
+  watchers: z.array(z.string().uuid()).optional(),
+
+  reminderCadenceOverride: z.number().int().min(1).max(365).nullable().optional(),
+  remindersDisabled: z.boolean().default(false),
+
+  autoPlaceFields: z.boolean().default(true),
+
+  sendImmediately: z.boolean().default(true),
+}).refine(...one-subject-FK-required...);
+```
+
+## Template formats
+
+### Authoring paths
+
+| Format                       | Authoring                                                                                   | Merge fields                                        | Best for                                         |
+| ---------------------------- | ------------------------------------------------------------------------------------------- | --------------------------------------------------- | ------------------------------------------------ |
+| HTML (existing)              | Inline rich-text editor with merge tokens                                                   | Server-side substitution, rendered to PDF via pdfme | Welcome letters, acknowledgments, correspondence |
+| PDF (AcroForm fillable)      | Admin uploads fillable PDF; UI scans AcroForm field names; admin maps each to a merge token | pdf-lib fills form at gen time                      | EOI, Reservation Agreement, NDA                  |
+| PDF (overlay positioning)    | Admin uploads any PDF; UI specifies merge token positions per page+x+y+fontSize             | pdf-lib draws text over PDF at positions            | Quick wins where preparing AcroForm is overkill  |
+| Documenso template reference | Admin enters Documenso template ID + label                                                  | None in CRM; Documenso owns it                      | Documenso-rendered signing flows                 |
+
+### Generator dispatch
+
+```ts
+switch (template.template_format) {
+  case 'html':            generatePdf(template.body_html, mergeContext);
+  case 'pdf_form':        fillAcroForm(template.source_file_id, template.field_mapping, mergeContext);
+  case 'pdf_overlay':     drawOverlay(template.source_file_id, template.overlay_positions, mergeContext);
+  case 'documenso_render': documenso.generateDocumentFromTemplate(template.documenso_template_id, ...);
+}
+```
+
+All four formats end at Documenso for signing — only PDF generation location differs. Non-signature templates (welcome letters etc.) skip the upload-to-Documenso step entirely; they render to PDF then get emailed.
+
+### Admin template editor extension
+
+Format picker added to `/admin/templates` editor:
+
+- For PDF (AcroForm): file upload field, then two-column mapping UI (AcroForm field names ↔ merge tokens autocomplete from existing `MERGE_FIELDS` catalog)
+- For PDF (overlay): file upload, then per-token form with page/x/y/fontSize inputs (visual placement editor deferred)
+- For Documenso template: single text input + Test connection button calling `getDocumensoTemplate`
+- For HTML: existing inline editor unchanged
+
+### Word (.docx) deferred
+
+Reasons: LibreOffice headless adds significant install/memory/security surface; CloudConvert adds paid dependency and third-party data exposure; `docxtemplater` merge syntax incompatible with existing `{{token}}` convention; field placement still needs PDF flow afterwards. If marinas push back, the feasible path is `.docx → server-side conversion → PDF → existing AcroForm/overlay flow`. Not worth the engineering until requested.
+
+## Reservation agreements as a doc type
+
+### What differs from EOI's pattern
+
+| Aspect                | EOI                           | Reservation Agreement                                                                      |
+| --------------------- | ----------------------------- | ------------------------------------------------------------------------------------------ |
+| Subject FK            | `interestId`                  | `reservationId`                                                                            |
+| Default template      | Documenso EOI per port        | Documenso reservation_agreement per port (seeded)                                          |
+| Default signers       | client + sales/approver       | client + port admin                                                                        |
+| Trigger               | Manual on interest detail     | Manual on reservation detail                                                               |
+| Lifecycle integration | None                          | Active reservations without an agreement get flagged in dashboard alert                    |
+| Final-PDF storage     | `documents.signedFileId` only | `documents.signedFileId` AND mirrored to `berth_reservations.contractFileId` on completion |
+
+### New CRM-side reservation detail page
+
+`/[port]/berth-reservations/[id]` doesn't exist today (only the portal's `/portal/my-reservations`). Phase A builds it.
+
+Layout:
+
+```
+[ Header: "Reservation #88 · M/Y Tate"  status pill  subtitle: berth, client, dates, tenure ]
+[ Action bar: Activate | Generate agreement | Cancel | ... ]
+[ Two columns:
+    Left:  Reservation details card
+           Linked interest card
+           Activity timeline
+    Right: Agreement card (state-dependent: no agreement / in-flight / completed)
+]
+```
+
+Agreement card states:
+
+- No agreement yet: warning + `[Generate agreement →]`
+- In-flight (sent/partially_signed): "X/Y signed", per-signer status, `[View document →]` `[Send reminder]` `[Cancel]`
+- Completed: "Completed YYYY-MM-DD", `[Download signed PDF]` `[Email to all signatories]`, "Signed contract attached to reservation."
+
+Generate-agreement button launches the wizard with prefills:
+
+- `documentType='reservation_agreement'`
+- `templateId=<port's default>`
+- `reservationId=<current>`
+- Default signers from linked client + configurable port-admin user
+- Wizard step 1 pre-validated; user lands on step 2
+
+### Backend additions
+
+- Merge field catalog extended in `src/lib/templates/merge-fields.ts`:
+  - `{{reservation.startDate}}` `{{reservation.endDate}}` `{{reservation.tenureType}}` `{{reservation.termSummary}}` `{{reservation.signedDate}}`
+- New service `reservation-agreement-context.ts.buildReservationAgreementContext(reservationId, portId)`
+- New seeder for default `reservation_agreement` template on port creation (HTML format; admins can switch to AcroForm/overlay later); template stored at `assets/templates/reservation-agreement-default.html`
+- Webhook handler extension: `handleDocumentCompleted` detects `documentType='reservation_agreement'` and sets `berth_reservations.contractFileId = doc.signedFileId` for the linked reservation
+- Dashboard alert query: active reservations without a completed agreement (LEFT JOIN against documents filtered on type+status); rows surface as a warning card
+
+### Trade-off
+
+`berth_reservations.contractFileId` becomes a denormalized convenience pointer duplicated with `documents.signedFileId` for the linked reservation. Updating it on completion costs one extra UPDATE. Benefit: anyone querying reservations directly (portal "My Reservations") doesn't need to join through documents to know which file is the contract.
+
+## Reminder framework polish
+
+### Problems with today's logic
+
+1. Eligibility gated by `interests.reminderEnabled` — reservation agreements, NDAs, ad-hoc upload docs (no interest link) never auto-remind
+2. Hardcoded 24h cooldown — effective cadence is 1 day; can't slow down for low-urgency docs
+3. Always reminds lowest-pending signer — parallel-signing docs can't nudge a specific signer
+4. No per-doc disable
+
+### New eligibility logic
+
+```
+function isReminderDue(doc, template, lastReminderAt) {
+  if (!['sent','partially_signed'].includes(doc.status)) return false;
+  if (doc.documenso_id == null) return false;
+  if (doc.reminders_disabled) return false;
+
+  const effectiveCadence = doc.reminder_cadence_override ?? template.reminder_cadence_days;
+  if (effectiveCadence === null) return false;
+
+  if (lastReminderAt == null) return true;
+  return (now - lastReminderAt) >= effectiveCadence * 24h;
+}
+```
+
+`processReminderQueue` query rewritten:
+
+```sql
+SELECT d.* FROM documents d
+LEFT JOIN document_templates t ON t.id = d.template_id
+WHERE d.port_id = $1
+  AND d.status IN ('sent','partially_signed')
+  AND d.documenso_id IS NOT NULL
+  AND d.reminders_disabled = false
+  AND COALESCE(d.reminder_cadence_override, t.reminder_cadence_days) IS NOT NULL;
+```
+
+`interests.reminderEnabled` is dropped from the gating logic but the column stays for now (no migration). Future cleanup PR can drop the column.
+
+### `sendReminderIfAllowed` extended signature
+
+```ts
+export async function sendReminderIfAllowed(
+  documentId: string,
+  portId: string,
+  options: {
+    auto?: boolean; // true = cron; false (default) = manual
+    signerId?: string; // optional — target a specific pending signer
+  } = {},
+): Promise<{ sent: boolean; reason?: string; signerId?: string }>;
+```
+
+Behaviour matrix:
+
+| Mode        | 9-16 window | Cadence cooldown | Manual cooldown          |
+| ----------- | ----------- | ---------------- | ------------------------ |
+| auto: true  | enforced    | enforced         | n/a                      |
+| auto: false | bypassed    | bypassed         | 30s client-side debounce |
+
+Per-signer logic:
+
+- If `signerId` provided in sequential-mode doc, signer must be the lowest-pending signer (otherwise reason='Signer is not next in sequence')
+- In parallel-mode doc, any pending signer can be reminded independently
+- Returns `{ sent, reason }` so caller can show toast on skip
+
+### Admin and per-doc UI
+
+Admin `/admin/templates` editor:
+
+```
+Auto-reminders for this template:
+  ☑  Enabled    Cadence: every [_____] days  (1-365; default 7)
+  ☐  Disabled (manual reminders only)
+```
+
+Doc detail page (Section 3) "Reminders" panel under signers, with edit drawer for per-doc override.
+
+## Visual polish system
+
+### Token additions
+
+```
+--radius-sm: 0.375rem (existing)
+--radius-md: 0.5rem (NEW — default cards)
+--radius-lg: 0.625rem (NEW — sheets, dialogs)
+--radius-xl: 0.875rem (NEW — KPI tiles, hero strips)
+
+--shadow-xs: 0 1px 2px 0 rgb(15 23 42 / 0.04)
+--shadow-sm: 0 2px 4px -1px rgb(15 23 42 / 0.06)
+--shadow-md: 0 4px 12px -2px rgb(15 23 42 / 0.08)
+--shadow-lg: 0 12px 32px -8px rgb(15 23 42 / 0.12)
+--shadow-glow: 0 0 0 4px rgb(58 123 200 / 0.12)
+
+--gradient-brand:        linear-gradient(135deg, #3a7bc8 0%, #2f6ab5 100%)
+--gradient-brand-soft:   linear-gradient(135deg, #d8e5f4 0%, #ffffff 100%)
+--gradient-success:      linear-gradient(135deg, #e8f5e9 0%, #ffffff 100%)
+--gradient-warning:      linear-gradient(135deg, #fef3c7 0%, #ffffff 100%)
+
+--ease-spring:  cubic-bezier(0.34, 1.56, 0.64, 1)
+--ease-smooth:  cubic-bezier(0.4, 0, 0.2, 1)
+--duration-fast: 150ms
+--duration-base: 200ms
+--duration-slow: 300ms
+```
+
+All exposed as Tailwind utilities.
+
+### Existing token foundation (already in place; not changing)
+
+- Full HSL shadcn token system (primary, secondary, muted, accent, destructive, border, input, ring, popover, card)
+- Brand palette `brand` (50-700, default `#3a7bc8`)
+- Navy palette `navy` (50-600, default `#1e2844` for sidebar)
+- Maritime accents: `sage`, `mint`, `teal`, `purple` with light/default/dark variants
+- Semantic `success` / `warning` with bg+border
+- Recharts chart-1 through chart-6 token system
+- Dark mode wired
+- Sidebar tokens separate from main palette
+
+### New primitive components
+
+- `<StatusPill status="...">` — colored-by-state pill (pending grey, sent brand, partial teal, completed success, expired warning, rejected destructive, cancelled muted-darker, active success, archived muted)
+- `<KPITile title value delta sparkline?>` — rounded-xl, shadow-sm, gradient-brand-soft border-top accent stripe; recharts mini sparkline using `--chart-1`
+- `<EmptyState icon title body actions>` — large icon in brand-soft circle, title, body, action buttons
+- `<PageHeader>` polished — gradient-brand-soft background, eyebrow optional, KPI sub-line, primary action right-aligned
+
+### Component pattern updates
+
+- List rows: hover gradient (subtle brand-soft 4% opacity), shadow-xs lift, animation `transition-all duration-base ease-smooth`; row-update from socket events animates 1s fade-in highlight
+- Detail pages: two-column responsive grammar (header strip → 2fr main + 1fr side; cards stack vertical < 768px)
+- Sidebar (already dark navy): active item gets 4px brand left-edge stripe instead of bg shift; section headers smaller-caps + brand-200 text
+- Topbar: search inset shadow + brand focus ring; "+ New" trigger gets `bg-gradient-brand`; notification bell gets badge spring animation; user avatar gets shadow-sm + 2px white ring
+- Forms: focus ring uses `--shadow-glow`; primary submit buttons get `bg-gradient-brand` with hover scale-1.01; inline validation gets destructive-bg pill with caret pointing up
+
+### Loading skeleton system
+
+- List pages: 8 skeleton rows matching column widths with subtle pulse
+- Detail pages: header strip skeleton + 2-column section skeletons
+- Dashboard: KPI tile skeletons + chart skeletons
+- Replaces today's mix of "Loading..." text and spinners
+
+### Mobile responsive (full sweep)
+
+Breakpoints:
+
+- < 640px (phone): single column, sticky bottom action bar, sheet overlays for filters
+- 640-1024px (tablet): single column with wider gutters, side column under main
+- ≥ 1024px (desktop): full two-column
+
+Per-page rules:
+
+- List tables → card stack < 768px
+- Detail page header collapses subtitle to "Show more"
+- Tabs collapse to `<select>` < 640px
+- Sidebar slides over content < 1024px
+- Primary "+ New" actions float as FAB bottom-right < 640px
+
+## Test plan
+
+### Unit (`tests/unit/`)
+
+- `document-reminders-cadence.test.ts` — `isReminderDue` math; manual-vs-auto window/cooldown bypass
+- `documenso-place-fields.test.ts` — v1/v2 dispatch (mocked HTTP); coord normalization; default field staggering for 1/2/3/5 recipients
+- `email-attachments-resolver.test.ts` — fileId → MinIO buffer; cross-port 403; 10 MB cap warning
+
+### Integration (`tests/integration/`)
+
+- Extend `document-templates-generate-and-sign.test.ts` — new template formats (`pdf_form`, `pdf_overlay`, `documenso_render`); upload-path test
+- New `document-watchers.test.ts` — add/remove endpoints; notification fan-out; port isolation
+- New `document-cancel.test.ts` — user-initiated cancel; mocked Documenso void; status + event log; reject 409 if completed
+- New `reservation-agreement-contract-mirror.test.ts` — `handleDocumentCompleted` mirrors `signedFileId` to `berth_reservations.contractFileId` only for `reservation_agreement` type
+- New `reminder-cron-cadence.test.ts` — seed varied templates; simulated time advance; assert correct docs reminded
+
+### E2E smoke (`tests/e2e/smoke/`)
+
+- Extend `04-documents.spec.ts` — hub tabs, expand row, per-signer remind with cooldown, type/status filters, saved-view round-trip, bulk-remind with per-row toast reasons
+- Extend `05-eoi-generate.spec.ts` — wizard invocation prefills (template, interest); existing flow regression
+- New `27-document-create-wizard.spec.ts` — template path full flow; upload path full flow; watcher addition; reminder-override radios produce correct DB state
+- New `28-reservation-agreements.spec.ts` — reservation detail → Generate agreement → wizard prefilled → Send → agreement section state transitions; post-completion contract attached + email button visible
+- New `29-email-attachments.spec.ts` — system path send (documentEvents row, no email_messages); user path send when toggle on (email_messages with attachment_file_ids); cross-port 403
+
+### E2E exhaustive (`tests/e2e/exhaustive/`) — click-everything sweep
+
+- New `10-documents-hub.spec.ts` — crawl each tab, filter dropdowns, saved-view, expand row, signer-row buttons, bulk-action bar
+- New `11-document-detail.spec.ts` — crawl in three states (draft/sent/completed); watcher add/remove; notes auto-save; preview download; "Email signed PDF" launch
+- New `12-document-create-wizard.spec.ts` — crawl each wizard step under both template and upload paths; picker dropdowns, signer add/remove, drag-handle, reminder-cadence radios
+- New `13-reservation-detail.spec.ts` — crawl in three states (pending no agreement / agreement-in-flight / agreement-completed); Activate/Cancel/Generate buttons; inline notes
+- New `14-email-composer.spec.ts` — crawl composer drawer with attachments; From dropdown; attach button; recipient chips
+- Extend exhaustive `05-eoi-generate.spec.ts` — parallel-mode + signing-order edge cases (greyed-out reminder buttons; out-of-order remind rejection)
+
+### E2E real-API (`tests/e2e/realapi/`)
+
+Each spec gates on env vars; clean skip if missing.
+
+- Extend `documenso-real-api.spec.ts`:
+  - Generate from Documenso template (real send) and assert in real Documenso
+  - Generate from in-app PDF AcroForm fill, upload to real Documenso, assert
+  - Generate from upload path with auto-placed signature fields, assert fields visible in Documenso
+  - v1 and v2 explicit version-flag tests (via `DOCUMENSO_API_VERSION`)
+  - Manually sign in real Documenso (or simulate webhook) and assert local DB updates
+  - Cancel real in-flight doc, assert local + remote state
+  - Send reminder via real Documenso, assert HTTP + documentEvents row
+
+- New `smtp-system-send.spec.ts` — system-path send → IMAP fetch → assert subject + attachment; verify port-config from-identity; cleanup via IMAP delete
+- New `smtp-user-send.spec.ts` — user-path send (requires connected account, allowPersonalAccountSends=true) → IMAP fetch → email_messages row with attachment_file_ids
+- New `minio-file-lifecycle.spec.ts` — upload, list, preview, download (byte-equal), delete; port isolation; mime-type validation
+- New `documenso-webhook-ingress.spec.ts` — requires cloudflared tunnel; configure tunnel URL as Documenso webhook target; trigger doc completion; assert webhook fires + handler updates DB; verify timing-safe secret check rejects wrong secret with 401; verify event normalisation (uppercase enum + lowercase-dotted both accepted)
+- New `email-attachments-roundtrip.spec.ts` — compose with fileId attachment; SMTP send; IMAP fetch; assert attachment bytes match; reject cross-port fileId with 403 before SMTP touched
+
+### Visual baselines (`tests/e2e/visual/`)
+
+`snapshots.spec.ts-snapshots/` regenerated as polish ships per page; one PR per surface group, baselines reviewed in PR diff. New baselines added: documents hub, doc detail, create-document wizard (each step), reservation detail, email composer with attachments.
+
+### Test data fixtures
+
+`global-setup.ts` extended with:
+
+- Seed default `reservation_agreement` template (HTML format)
+- Seed default `signed_doc_completion` template
+- Seed one in-flight EOI doc with two pending signers (for hub-tab tests)
+- Seed one `berth_reservation` with `status='active'` and no agreement (for lifecycle alert query)
+
+### CI vs local runs
+
+| Project                                        | When                                                                                                        |
+| ---------------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
+| `setup` + `smoke` (~14 min)                    | Every PR via CI                                                                                             |
+| `exhaustive` (with new click-everything specs) | Every PR via CI; ~25 min budget                                                                             |
+| `visual`                                       | Every PR; baselines reviewed in PR diffs                                                                    |
+| `realapi`                                      | Locally before merging touch-points; pre-release; not on CI (avoids burning Documenso quota and SMTP costs) |
+
+## Build sequence
+
+| #     | Title                                             | Effort | Depends on     |
+| ----- | ------------------------------------------------- | ------ | -------------- |
+| 1     | Data model + service skeletons                    | 1d     | —              |
+| 2     | Documenso v1/v2 abstraction layer                 | 1d     | —              |
+| 3     | Visual primitives + token additions               | 1.5d   | —              |
+| 4     | Documents hub page                                | 2d     | 1, 3           |
+| 5     | Document detail page                              | 2d     | 1, 3           |
+| 6     | Create-document wizard + new template formats     | 2.5d   | 1, 2, 3        |
+| 7     | Reservation detail + agreement flow               | 1.5d   | 1, 6           |
+| 8     | Email composer attachments + From selector        | 1d     | 1, 3           |
+| 9     | Reminder framework polish                         | 1d     | 1              |
+| 10a-e | Visual polish sweep (5 PRs across surface groups) | 3-4d   | 3              |
+| 11    | Real-API integration tests                        | 1.5d   | 2, 4-9 shipped |
+
+### Critical path
+
+```
+1 → 2 → 6 → 7         (data model → Documenso → wizard → reservation)
+1 → 3 → 4 → 5 → 9     (data model → primitives → hub → detail → reminders)
+                       1 → 8                  (composer)
+                       3 → 10a-e (sweep)
+                       all → 11 (realapi)
+```
+
+Wall-clock minimum ~9 days; realistic with overhead ~17 days; calendar ~3.5-5 weeks.
+
+### Acceptance gates per PR
+
+- `pnpm tsc --noEmit` and `pnpm lint` clean
+- Vitest unit + integration green
+- Playwright smoke green for surface touched
+- Visual baselines regenerated and reviewed in PR diff
+- For PRs touching external integrations (2, 6 upload, 7 contract mirror, 8 SMTP, 11): relevant `realapi` spec verified locally before merge
+
+### Risk register
+
+| Risk                                                       | Mitigation                                                                                |
+| ---------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
+| Documenso v2 endpoint shape drifts from docs               | PR2 validates against real v2 instance during dev; realapi spec re-runs nightly post-ship |
+| Visual polish scope creeps                                 | One PR per surface group (10a-e), each independently shippable                            |
+| Cron migration changes effective behaviour                 | Backfill sets EOI cadence to 1 day matching today's effective; run on staging first       |
+| Mobile responsive regressions                              | Visual baselines include phone-viewport snapshots; PR10e is the responsive sweep          |
+| EOI dialog → wizard migration breaks "Generate EOI" button | Wizard launched with prefills from interest detail; PR6 includes regression spec          |
+| AcroForm template format confuses non-technical admins     | HTML default; inline help; default templates seeded                                       |
+| Phase A wall-clock past 5 weeks                            | Tier-2 sweep items + optional realapi specs deferrable to follow-up release               |
+
+## Glossary
+
+- **Documenso** — open-source document signing service, self-hosted instance at `signatures.portnimara.dev`
+- **EOI** — Expression of Interest, a pre-reservation signed document
+- **Reservation Agreement** — contract signed when a berth reservation is committed
+- **Hub** — the new `/[port]/documents` page
+- **Watcher** — a CRM user added to a doc to receive notifications on signature events without being a signer themselves
+- **Signing order** — sequential index across signers; sequential mode requires lower order to sign first; parallel mode lets all sign concurrently
+- **Cadence** — interval in days between auto-reminders to unsigned signers
+- **System send / User send** — email dispatch identity: System uses port-config noreply SMTP; User uses connected personal email account (gated by admin toggle)
+- **Render location** — where the PDF is generated (CRM-local via HTML/AcroForm/overlay, or in Documenso). Signing is always Documenso; render location is independent.

docs/superpowers/specs/2026-04-28-phase-b-insights-alerts-design.md

@@ -0,0 +1,435 @@
+# Phase B — Insights, Alerts, and Operational Awareness
+
+**Status:** Draft — awaiting review
+**Date:** 2026-04-28
+**Phase:** B of D (A = Documents hub + visual polish ✓ shipped; C = Website integration; D = Pre-prod ops)
+
+## Overview
+
+Phase A made the CRM look polished and finished the documents/signing surface. Phase B turns it into a tool that _tells operators what's happening_ — instead of forcing them to navigate every list to find pipeline drift, expiring documents, or stalled reservations. It also closes the seven highest-priority Nuxt→Next gaps the 2026-04-28 audit surfaced (analytics, berth-interests, EOI queue, OCR, alerts, audit log, expense dedup).
+
+The product story changes from "system of record" to "system of attention." Operators land on the dashboard and immediately see what needs them today — not a flat list they have to filter.
+
+## Scope boundaries
+
+### In scope (this spec)
+
+- **Analytics dashboard** — chart-driven KPI page replacing the current 4-tile placeholder; pipeline funnel, occupancy timeline, revenue breakdown, lead-source attribution, with date-range and per-port filters
+- **Alert framework** — rule engine that evaluates conditions on a schedule and surfaces actionable cards (alerts) in the dashboard's right rail; dismissible per-user; deep-links into the offending entity
+- **Interests-by-berth view** — `/[port]/berths/[id]/interests` panel showing every interest targeting a berth, sortable by stage/score/age
+- **Expense duplicate detection** — heuristic match on (vendor + amount + date ± 3 days); surfaces in expense detail with "Merge" action; background scan on new expense
+- **EOI queue** — saved-view filter on the existing documents hub for `documentType='eoi' AND status IN ('sent','partially_signed')`, surfaced as a hub tab and a dashboard alert link
+- **OCR for expense receipts** — Claude Vision integration on the existing `/expenses/scan` route to extract vendor, amount, date, currency, line items from uploaded receipts; user confirms before save
+- **Audit log read view** — admin-gated UI for the existing `audit_logs` table with filters (user, action, entity type, date range, entity id search) and per-port + global (super-admin) scopes
+
+### Explicitly out of scope (deferred to later phases)
+
+- Custom user-defined alert rules (Phase B v1 ships with a fixed catalog of ~10 rules; user-rule creation deferred to Phase D)
+- Real-time alert push notifications (only socket-fired updates of the alert list; SMS/email push deferred)
+- Alert grouping / digests (each alert is its own card)
+- Predictive analytics, ML scoring (separate from existing AI feature flag)
+- Cross-port roll-up dashboards for super-admins (per-port only in v1)
+- Full audit-log retention / archival policy (Phase D)
+- OCR for PDF receipts (only image formats: jpg/png/heic; PDF expense uploads bypass OCR and stay manual until Phase D)
+- Excel/CSV import for bulk expense backfill
+- Country / phone / timezone work (separate cross-cutting agenda at `2026-04-28-country-phone-timezone-design.md`)
+
+## Information architecture
+
+### URL surface
+
+```
+/[port]/dashboard               replaces existing; analytics-driven
+/[port]/insights                deep-link analytics page (charts only, no alerts)
+/[port]/alerts                  full alert list (admin filter, dismissed history)
+/[port]/berths/[id]/interests   new tab on berth detail
+/[port]/expenses/scan           extend existing route with Claude Vision OCR
+/[port]/admin/audit             admin-gated audit log viewer
+/[port]/documents               extended: 'EOI queue' tab pre-filters to EOI in flight
+```
+
+### Schema deltas
+
+```sql
+-- alerts: surfaces operational warnings the user should act on
+CREATE TABLE alerts (
+  id              text PRIMARY KEY DEFAULT generate_id('alrt'),
+  port_id         text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
+  rule_id         text NOT NULL,                      -- 'reservation.no_agreement', 'interest.stale', ...
+  severity        text NOT NULL,                      -- 'info' | 'warning' | 'critical'
+  title           text NOT NULL,
+  body            text,
+  link            text NOT NULL,                      -- relative path the card deep-links to
+  entity_type     text,                                -- optional FK target ('interest', 'reservation', ...)
+  entity_id       text,
+  fingerprint     text NOT NULL,                      -- hash of (rule_id + entity_type + entity_id) — dedupe
+  fired_at        timestamptz NOT NULL DEFAULT now(),
+  dismissed_at    timestamptz,
+  dismissed_by    text REFERENCES users(id),
+  acknowledged_at timestamptz,                         -- "I'm on it" without dismissing
+  acknowledged_by text REFERENCES users(id),
+  resolved_at     timestamptz,                         -- auto-set when underlying condition clears
+  metadata        jsonb DEFAULT '{}'                   -- per-rule extras (e.g. days_stale, amount_at_risk)
+);
+CREATE UNIQUE INDEX idx_alerts_fingerprint_open ON alerts (port_id, fingerprint) WHERE resolved_at IS NULL;
+CREATE INDEX idx_alerts_port_fired ON alerts (port_id, fired_at DESC);
+CREATE INDEX idx_alerts_port_severity_open ON alerts (port_id, severity) WHERE resolved_at IS NULL AND dismissed_at IS NULL;
+
+-- expense duplicate detection (column-only, no new table)
+ALTER TABLE expenses ADD COLUMN duplicate_of text REFERENCES expenses(id);
+ALTER TABLE expenses ADD COLUMN dedup_scanned_at timestamptz;
+CREATE INDEX idx_expenses_dedup ON expenses (port_id, vendor_name, amount, expense_date)
+  WHERE duplicate_of IS NULL;
+
+-- analytics support: materialized refresh tracking (avoids recomputing on every dashboard hit)
+CREATE TABLE analytics_snapshots (
+  port_id     text NOT NULL REFERENCES ports(id) ON DELETE CASCADE,
+  metric_id   text NOT NULL,                       -- 'pipeline_funnel.30d', 'occupancy_timeline.90d', ...
+  computed_at timestamptz NOT NULL DEFAULT now(),
+  data        jsonb NOT NULL,
+  PRIMARY KEY (port_id, metric_id)
+);
+
+-- audit_logs already exists; add a tsvector column for fast search
+ALTER TABLE audit_logs ADD COLUMN search_text tsvector
+  GENERATED ALWAYS AS (
+    to_tsvector('simple',
+      coalesce(action, '') || ' ' ||
+      coalesce(entity_type, '') || ' ' ||
+      coalesce(entity_id::text, '') || ' ' ||
+      coalesce(actor_email, ''))
+  ) STORED;
+CREATE INDEX idx_audit_search ON audit_logs USING gin(search_text);
+
+-- ocr extracted fields on receipt files (most fields already on expenses)
+ALTER TABLE expenses ADD COLUMN ocr_status text DEFAULT 'pending'; -- 'pending'|'ok'|'failed'|'low_confidence'
+ALTER TABLE expenses ADD COLUMN ocr_raw jsonb;                      -- the model's full response
+ALTER TABLE expenses ADD COLUMN ocr_confidence numeric;             -- 0..1
+```
+
+After running migration on dev/staging, restart `next dev` to flush postgres.js prepared-statement cache (project convention).
+
+### Service-layer changes
+
+**New services:**
+
+- `alerts.service.ts` — CRUD + fanout: `evaluateRules(portId)`, `dismissAlert(id, userId)`, `acknowledgeAlert(id, userId)`, `resolveStaleAlerts(portId)`
+- `alert-rules.ts` — fixed catalog of evaluator functions, each takes `(portId, db)` and returns `Array<{ rule_id, severity, fingerprint, ... }>`
+- `analytics.service.ts` — `getPipelineFunnel(portId, range)`, `getOccupancyTimeline(portId, range)`, `getRevenueBreakdown(portId, range)`, `getLeadSourceAttribution(portId, range)`; reads `analytics_snapshots` first, recomputes if stale
+- `analytics-snapshot-job.ts` — BullMQ recurring job that recomputes snapshots every 15 min per port
+- `expense-dedup.service.ts` — `scanForDuplicates(expenseId)`, returns candidate matches with confidence; called from BullMQ on `expense:created`
+- `expense-ocr.service.ts` — Claude Vision wrapper: takes file URL, returns parsed expense fields; uses prompt caching for the system prompt to keep cost down
+- `audit-search.service.ts` — wraps drizzle query with tsvector match + filters
+
+**Extended services:**
+
+- `documents.service.ts` — adds `getEoiQueueRows(portId, opts)` that joins documents + signers + last-reminder for the EOI queue tab
+- `expenses.service.ts` — `createExpense` triggers OCR + dedup BullMQ jobs after row insert
+- `notifications.service.ts` — fires `alert:created` and `alert:resolved` socket events
+
+### Alert rule catalog (v1)
+
+| Rule ID                      | Severity | Trigger                                                                                      | Resolves when                                | Why it matters               |
+| ---------------------------- | -------- | -------------------------------------------------------------------------------------------- | -------------------------------------------- | ---------------------------- |
+| `reservation.no_agreement`   | warning  | active reservation > 3d old without a `reservation_agreement` doc in any non-cancelled state | doc reaches `sent`                           | flagged in Phase A spec      |
+| `interest.stale`             | info     | `pipelineStage IN ('details_sent','in_communication','visited')` AND last activity > 14d     | activity timestamp updates                   | dropped leads                |
+| `document.expiring_soon`     | warning  | `expires_at` within 7 days, `status IN ('sent','partially_signed')`                          | doc completed/cancelled or expires_at passes | nudge before contracts lapse |
+| `document.signer_overdue`    | warning  | signer pending > 14d AND last reminder > 7d ago                                              | signer signs/declines                        | classic chase target         |
+| `berth.under_offer_stalled`  | info     | berth `status='under_offer'` > 30d                                                           | status changes                               | reservation never closed     |
+| `expense.duplicate`          | info     | `expense.duplicate_of IS NOT NULL`                                                           | merged or marked-not-duplicate               | bookkeeping cleanup          |
+| `expense.unscanned`          | info     | expense with file but `ocr_status='pending'` > 1h                                            | `ocr_status='ok'`                            | OCR failed silently          |
+| `interest.high_value_silent` | critical | `leadCategory='hot_lead'` AND last activity > 7d                                             | activity update                              | revenue at risk              |
+| `eoi.unsigned_long`          | warning  | EOI doc `status='sent'` > 21d                                                                | doc completed/cancelled                      | EOI funnel leak              |
+| `audit.suspicious_login`     | critical | >3 failed logins from same IP in 1h                                                          | manual dismiss                               | security awareness           |
+
+Rules are pure functions; the engine takes their outputs, upserts on `(port_id, fingerprint)` to avoid spam, and auto-resolves alerts whose rule no longer fires.
+
+## Per-feature design
+
+### Analytics dashboard
+
+Replaces the current 4-tile dashboard. Layout:
+
+```
+[ Gradient PageHeader: "Dashboard" · last-updated stamp · Date range picker (Today / 7d / 30d / 90d / custom) ]
+
+[ KPI row (4 KPITiles, sparkline + delta vs prior period):
+    Total Clients      Active Interests     Pipeline Value     Occupancy Rate
+]
+
+[ Pipeline funnel (recharts FunnelChart):                      | Alert rail (right column):
+    horizontal bars per stage with conversion %                |   Critical (red) cards
+    click bar → filtered interests list                        |   Warning (amber) cards
+                                                                |   Info (blue) cards
+                                                                |   "Show dismissed" toggle
+]                                                              |
+
+[ Revenue breakdown (recharts BarChart, stacked by source) ]   | (continues)
+
+[ Occupancy timeline (recharts AreaChart, daily/weekly) ]      |
+
+[ Lead source attribution (recharts PieChart with legend) ]
+```
+
+Charts are server-rendered via the recharts already-in-bundle. Data comes from `analytics.service.ts` which reads `analytics_snapshots` (refreshed every 15 min by cron) — first hit warms the cache, subsequent hits are sub-100ms.
+
+Date-range picker re-runs `analytics.service` queries with the selected range; cache key includes the range so 30d and 90d don't fight.
+
+Export: each chart card has a `[...]` overflow menu with "Download as CSV" and "Download as PNG"; uses recharts' `getDataUrl()` for PNG.
+
+### Alert rail
+
+Right column on `/dashboard`, full page at `/alerts`. Each alert is a card:
+
+```
+[severity-color stripe-left]
+  [rule-icon] Title (entity name)
+  Body — body text describing the condition
+  Last fired N days ago · entity: link
+  [Acknowledge] [Dismiss] [Open →]
+```
+
+- Acknowledge: marks `acknowledged_at` but stays visible (someone's on it)
+- Dismiss: hides from the rail; appears in `/alerts` "Dismissed" tab
+- Auto-resolve: when the rule re-evaluates and the condition no longer fires, alert moves to "Resolved" history
+
+Real-time: socket emits `alert:created` / `alert:resolved` from the cron worker; React Query invalidates the alert list.
+
+### Interests-by-berth view
+
+New tab on `/[port]/berths/[id]` called "Interests" — count badge in tab.
+
+```
+[ Berth header (existing) ]
+
+[ Tabs: Overview | Reservations | Interests (N) | Notes | Files | Activity ]
+
+[ Interests tab body:
+    [Filter: All stages | Active only | Lost] [Sort: Newest | Stage progress | Lead score]
+    Table: client name | stage pill | source | category | last activity | score badge
+    Click row → interest detail
+]
+```
+
+Pure read; no mutations. The list filters interests where `interest.berthId = berth.id`. Already exists in DB; just needs the UI tab.
+
+### Expense duplicate detection
+
+When a new expense is created, BullMQ job `expense.dedup` runs:
+
+```ts
+async function scanForDuplicates(expenseId: string) {
+  const e = await db.query.expenses.findFirst({ where: eq(expenses.id, expenseId) });
+  const candidates = await db.query.expenses.findMany({
+    where: and(
+      eq(expenses.portId, e.portId),
+      eq(expenses.vendorName, e.vendorName),
+      eq(expenses.amount, e.amount),
+      between(expenses.expenseDate, addDays(e.expenseDate, -3), addDays(e.expenseDate, 3)),
+      ne(expenses.id, e.id),
+    ),
+  });
+  if (candidates.length > 0) {
+    await db
+      .update(expenses)
+      .set({ duplicate_of: candidates[0].id, dedup_scanned_at: new Date() })
+      .where(eq(expenses.id, expenseId));
+    // fires `expense.duplicate` alert via rule engine on next sweep
+  }
+}
+```
+
+Detail page: when `duplicate_of` is set, show a yellow banner: "Looks like a duplicate of {linked expense}. [Merge them] [Mark as not duplicate]". Merge: deletes the new expense and merges any line items into the original.
+
+### EOI queue tab
+
+Documents hub gets a new tab between "Awaiting them" and "Awaiting me":
+
+```
+Tabs: All | EOI queue (N) | Awaiting them | Awaiting me | Completed | Expired
+```
+
+`EOI queue` filters: `documentType='eoi' AND status IN ('sent','partially_signed')`. Same row chrome as the rest of the hub. Bulk-action bar adds an "EOI bulk reminder" preset that respects the rule engine's reminder cooldown.
+
+### OCR for expense receipts
+
+Existing `/expenses/scan` route — extend to call Claude Vision on upload:
+
+```ts
+// expense-ocr.service.ts (uses Anthropic SDK; already in deps)
+import Anthropic from '@anthropic-ai/sdk';
+
+const client = new Anthropic();
+
+const SYSTEM_PROMPT = `You extract structured expense data from receipts...
+Output JSON: { vendor, amount, currency, date (ISO), lineItems: [...], confidence (0-1) }
+`; /* cached via ephemeral cache_control for cost savings */
+
+export async function ocrReceipt(fileUrl: string) {
+  const file = await fetch(fileUrl);
+  const base64 = Buffer.from(await file.arrayBuffer()).toString('base64');
+
+  const message = await client.messages.create({
+    model: 'claude-haiku-4-5-20251001', // haiku for cost; sonnet if quality needed
+    max_tokens: 1024,
+    system: [{ type: 'text', text: SYSTEM_PROMPT, cache_control: { type: 'ephemeral' } }],
+    messages: [
+      {
+        role: 'user',
+        content: [
+          { type: 'image', source: { type: 'base64', media_type: 'image/jpeg', data: base64 } },
+          { type: 'text', text: 'Extract expense fields from this receipt.' },
+        ],
+      },
+    ],
+  });
+
+  return parseAndValidate(message.content[0].text);
+}
+```
+
+UI: existing scan page now shows a 3-step flow:
+
+1. Upload receipt photo
+2. Wait for OCR (spinner; ~3s avg with Haiku)
+3. Confirm extracted fields (pre-filled form, user can edit)
+4. Save → existing expense create flow
+
+Low-confidence (< 0.6) extractions show a yellow banner "Please verify all fields" and pre-select the file uploader.
+
+### Audit log read view
+
+Admin route `/[port]/admin/audit`:
+
+```
+[ PageHeader: "Audit Log" · "Last 30 days · 12,847 events" ]
+
+[ Filter row:
+    Search [tsvector]   Actor [combobox of users]   Action [pills]   Entity type [select]
+    Date range [picker]   Severity [pills]   [Reset]
+]
+
+[ Table:
+    Timestamp | Actor | Action | Entity | Diff button | IP | User-agent
+    Click row → expand to show before/after JSON diff
+]
+
+[ Pagination · Export CSV button (admin-gated) ]
+```
+
+Server-side: `audit-search.service.ts` builds a drizzle query with the tsvector match + filters; supports cursor pagination on `(created_at, id)`.
+
+Super-admin sees a port toggle that switches between current port and "All ports" view.
+
+## Test plan
+
+### Unit (`tests/unit/`)
+
+- `alert-rules-evaluators.test.ts` — each rule tested with seeded data; covers fire/no-fire cases and resolution conditions
+- `expense-dedup-heuristic.test.ts` — vendor/amount/date matching with edge cases (case-insensitive, ±3d window, currency mismatch ignored)
+- `analytics-pipeline-funnel.test.ts` — funnel math against fixture interests
+- `analytics-occupancy-timeline.test.ts` — daily aggregation against fixture berth status changes
+- `audit-search-filters.test.ts` — tsvector + filter composition
+- `ocr-prompt-caching.test.ts` — assert cache_control presence on system prompt; mocked Claude response
+
+### Integration (`tests/integration/`)
+
+- `alerts-engine.test.ts` — full evaluation cycle: seed conditions, run engine, assert correct alerts upserted, run again to assert dedupe via fingerprint, mutate state, assert auto-resolve
+- `analytics-snapshot-refresh.test.ts` — recurring job: snapshot row written, served from cache on next read, refreshed on next tick
+- `expense-dedup-flow.test.ts` — create A, create matching B, assert B.duplicate_of=A; merge B → A absorbs line items, B archived
+- `audit-search-tsvector.test.ts` — seed audit_logs, query by free-text, assert returned ids
+- `eoi-queue-listing.test.ts` — extends documents-hub test; assert EOI tab returns correct subset
+
+### E2E smoke (`tests/e2e/smoke/`)
+
+- New `27-analytics-dashboard.spec.ts` — dashboard renders charts; date-range picker re-renders; KPI tiles show non-zero data after seed
+- New `28-alerts.spec.ts` — alert appears after seeding stale-interest condition; click-to-deep-link; dismiss persists; resolve hides
+- New `29-interests-by-berth.spec.ts` — tab visible on berth detail; lists interests; sort works
+- New `30-expense-dedup.spec.ts` — create two matching expenses; banner appears; merge button works
+- New `31-ocr-flow.spec.ts` — uploads fixture receipt image; extracted fields pre-filled; user can edit and save
+- New `32-audit-log.spec.ts` — admin page loads; search by entity id returns expected row; date filter narrows
+- Extend `04-documents.spec.ts` — EOI queue tab presence + count badge
+
+### E2E exhaustive (`tests/e2e/exhaustive/`)
+
+- `15-analytics-dashboard.spec.ts` — crawl every chart's hover tooltips, legend toggles, export menu
+- `16-alerts.spec.ts` — crawl alert card actions, severity filters, dismissed history, real-time arrival via socket emit
+- `17-audit-log.spec.ts` — crawl filter combos, expand row diffs, super-admin all-ports toggle
+
+### E2E real-API (`tests/e2e/realapi/`)
+
+- New `claude-vision-receipt-ocr.spec.ts` — gates on `ANTHROPIC_API_KEY`; uploads two real fixture receipts (one clean, one blurry); asserts Haiku response shape and confidence score; verifies `cache_control` headers in HTTP trace; cleanup deletes test expense
+
+### Test data fixtures
+
+`global-setup.ts` extends:
+
+- Seed one stale interest in `details_sent` stage with `last_activity_at = now - 20d` (fires `interest.stale`)
+- Seed one active reservation without an agreement (fires `reservation.no_agreement`)
+- Seed two matching expenses (fires `expense.duplicate`)
+- Seed 90 days of pipeline activity for analytics charts
+- Add a `tests/e2e/fixtures/receipts/` dir with two .jpg receipts for OCR tests
+
+## Build sequence
+
+| #   | Title                                                        | Effort | Depends on        |
+| --- | ------------------------------------------------------------ | ------ | ----------------- |
+| 1   | Schema + alert/analytics service skeletons                   | 1d     | —                 |
+| 2   | Alert rules engine + recurring evaluator + socket            | 1.5d   | 1                 |
+| 3   | Analytics snapshot job + service layer                       | 1d     | 1                 |
+| 4   | Analytics dashboard page (KPI tiles + 4 charts + date-range) | 2.5d   | 1, 3, A's KPITile |
+| 5   | Alert rail UI + `/alerts` page                               | 1.5d   | 2                 |
+| 6   | EOI queue tab on documents hub                               | 0.5d   | A's hub           |
+| 7   | Interests-by-berth tab on berth detail                       | 0.5d   | —                 |
+| 8   | Expense duplicate detection (job + UI banner + merge)        | 1.5d   | 1                 |
+| 9   | OCR for expense receipts (Claude Vision + 3-step UI)         | 1.5d   | —                 |
+| 10  | Audit log read view (admin page + filters + tsvector search) | 1.5d   | 1                 |
+| 11  | Real-API integration tests                                   | 1d     | 9                 |
+
+### Critical path
+
+```
+1 → 2 → 5            (data → alert engine → alert UI)
+1 → 3 → 4            (data → analytics service → analytics page)
+8 → 2 (alert rule)   (dedup populates the data the alert reads)
+9 (OCR) → 11 (realapi)
+```
+
+Wall-clock minimum ~10 days (one engineer, sequential critical path); realistic with overhead ~13 days; calendar 2.5–3 weeks.
+
+### Acceptance gates per PR
+
+- `pnpm tsc --noEmit` and `pnpm lint` clean
+- Vitest unit + integration green (incl. new tests)
+- Playwright smoke green for the surface touched
+- Visual baselines regenerated and reviewed in PR diff
+- For PRs touching external integrations (9 OCR, 11 realapi): relevant `realapi` spec verified locally before merge
+
+### Risk register
+
+| Risk                                                    | Mitigation                                                                                                                                                        |
+| ------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| Alert engine false positives spam users                 | Each rule has a "snooze" window in metadata; rules ship behind a feature flag `alerts.{rule_id}.enabled`; QA seeds production-shape data before flipping flags on |
+| Analytics queries slow on large datasets                | `analytics_snapshots` materialized cache; cron recomputes off the request path; queries use existing per-port indexes                                             |
+| Claude Vision OCR cost spirals                          | Default to Haiku 4.5 (~10× cheaper than Sonnet); ephemeral system-prompt cache hits ~80%; per-port quota with admin-visible meter                                 |
+| OCR low-quality on blurry receipts                      | Confidence threshold (< 0.6) flips to "verify mode" — user must touch every field before save; failure metric tracked in admin/monitoring                         |
+| Audit log table large (millions of rows)                | Already partitioned-friendly via the GIN tsvector index; pagination uses cursor on `(created_at, id)` not OFFSET                                                  |
+| Alert socket fanout overwhelms client                   | Throttle the engine cron to once per 5min; client debounces React Query refetches                                                                                 |
+| Interest stale rule fires for legitimately paused leads | Add a per-interest `paused_until` field as a follow-up if operators ask; v1 ships without                                                                         |
+
+## Glossary
+
+- **Alert** — operator-facing actionable card, rule-fired, dismissible
+- **Rule** — a pure-function evaluator that takes (port, db) and returns alert candidates
+- **Fingerprint** — `hash(rule_id + entity_type + entity_id)` used to dedupe alerts across re-evaluations
+- **Snapshot** — cached chart data row in `analytics_snapshots`, refreshed on cron
+- **EOI queue** — saved-view filter on the documents hub, not a separate page
+- **OCR** — Claude Vision extraction of structured expense fields from receipt images
+- **Audit log** — read view of the existing `audit_logs` table; no schema change beyond a tsvector column
+
+## Open questions for the user
+
+- Which port should be the **default landing dashboard** when a super-admin logs in (currently first-port-by-name; analytics page works the same)?
+- Should the alert rail be **always visible on all dashboard pages** or only on `/dashboard` (currently spec'd as the latter)?
+- Do you want the **Audit log retention policy** (delete > N days old) wired in v1 or deferred to Phase D?
+- Should **OCR be opt-in per port** (admin toggle) or always-on with a quota?

docs/superpowers/specs/2026-04-29-gws-inbox-triage-design.md

@@ -0,0 +1,376 @@
+# Google Workspace inbox-triage integration (exploratory)
+
+**Status:** Exploratory — not approved for build
+**Date:** 2026-04-29
+**Tracks:** AI inbox-triage, Google Workspace email connection
+
+## What this spec is for
+
+The user has flagged inbox-triage as the most valuable AI surface left to
+build, but conditioned email integration on it being via Google Workspace
+specifically (not generic IMAP), with a per-port toggle so clients who
+don't use GWS aren't billed for capability they can't reach.
+
+This document captures what that build actually costs — especially on
+the Google side, which is where most teams underestimate the work — so
+we can decide whether to commit before writing any code. **Nothing in
+this spec is approved for implementation.** The deliverable is a go /
+no-go decision and, if go, a scope choice between three deployment
+models that cost wildly different amounts of calendar time.
+
+## What inbox-triage actually does for the user
+
+Concretely, on the staff member's desktop:
+
+1. **Linked-inbox panel on the client detail page.** When you open
+   `/[port]/clients/<id>` you see the last N email threads with that
+   client, pulled from the staff member's own Gmail. Each thread has
+   the latest message preview, an "open in Gmail" deep-link, and a
+   "draft reply" button (Phase 2+).
+2. **Inbox triage queue.** A new top-level page `/[port]/inbox` that
+   lists unread/unanswered threads ranked by AI-assessed importance
+   (high-value client, contractual urgency, chase-overdue). Each row
+   has one-click actions: "log this as a note on the client",
+   "create a follow-up reminder", "draft reply".
+3. **Email-driven alerts.** When a high-value client emails and no one
+   responds within X hours, the existing alerts engine fires a
+   `inbox.unanswered_high_value` rule (slots into the alert framework
+   from Phase B without schema change).
+4. **Reply drafts (Phase 3).** AI generates a reply draft grounded in
+   the client's CRM record (open interests, pending reservations,
+   recent invoices). Staff edit and send through Gmail.
+
+The value is selective: a port with three staff members fielding 50
+client emails a day saves maybe an hour a day collectively if the
+ranking is right. Below that volume the build doesn't pay back.
+
+## What already exists in the codebase
+
+The CRM is roughly halfway scaffolded for this:
+
+| Surface                                         | Status                  | Notes                                                                                                                    |
+| ----------------------------------------------- | ----------------------- | ------------------------------------------------------------------------------------------------------------------------ |
+| `email_accounts` table                          | ✅ Exists               | Has `provider: 'google' \| 'outlook' \| 'custom'` discriminator and `imap_*` / `smtp_*` cols. Built for IMAP, not OAuth. |
+| `email_threads` / `email_messages` tables       | ✅ Exists               | Already linked to `clientId`. Schema is good as-is for Gmail.                                                            |
+| `email-threads.service.ts` `syncInbox()`        | ⚠ Stub-ish              | IMAP-flow only. Won't reach Gmail without OAuth + Gmail API rewrite.                                                     |
+| `email` BullMQ queue + `inbox-sync` job name    | ✅ Exists               | Worker dispatches on the job name; new sync impl drops in.                                                               |
+| `google_calendar_tokens` table                  | ✅ Exists               | OAuth token storage shape we can mirror for Gmail.                                                                       |
+| Per-port email override (port `email_settings`) | ✅ Exists               | Used for outbound only today; Gmail integration is per-staff-user, not per-port.                                         |
+| `ai_usage_ledger` + per-port `aiEnabled` flag   | ✅ Exists (Phase 3a/3b) | Triage AI calls book against the same ledger.                                                                            |
+| `withRateLimit('ai', ...)` wrapper              | ✅ Exists (Phase 3c)    | Caps triage AI traffic at 60/min/user out of the box.                                                                    |
+
+Net: schemas are mostly right. The OAuth flow, Gmail API client, push
+notification receiver, and triage classifier are the new builds.
+
+## Why Google Workspace specifically
+
+The user's stated constraint: "I don't think we need email integration
+unless we connect it to Google Workspace." Reasons that hold up:
+
+- **No password storage.** OAuth tokens are revocable, scoped, and
+  rotate. IMAP requires app passwords, which Google has been actively
+  deprecating since 2024 — they'll be gone for the workspace plans
+  this product targets.
+- **Push notifications, not polling.** Gmail's `users.watch` API plus
+  Google Pub/Sub means we get an HTTP callback within seconds of a new
+  message landing. IMAP requires polling on a 30-60 second cadence,
+  which costs more and lags worse.
+- **Search and labels.** The Gmail API exposes label management and
+  full-text search natively; IMAP search is much weaker.
+- **Threading.** Gmail's `threadId` is canonical. Reconstructing
+  threads over IMAP from `In-Reply-To` / `References` headers is
+  reliable in theory, painful in practice.
+
+Microsoft 365 is the obvious peer integration but is out of scope here.
+The Graph API model is similar enough that a future M365 path can reuse
+most of the storage shape.
+
+## Three deployment models — pick one before building
+
+This is the most important decision in the spec. Each model has
+different OAuth-verification consequences, which dominate everything
+else.
+
+### Model A — Marketplace-published OAuth app
+
+A single OAuth client owned by Port Nimara, listed in the Google
+Workspace Marketplace, that any GWS customer can install. Each staff
+member clicks "Connect Gmail," consents to the scopes, and the CRM
+stores their refresh token.
+
+**Google-side work:**
+
+1. Build the OAuth flow in CRM (~1 week).
+2. Submit for OAuth verification. Gmail's `gmail.readonly` /
+   `gmail.modify` scopes are **restricted scopes** — they require:
+   - Domain-verified production URLs
+   - A homepage with a privacy policy that explicitly enumerates which
+     scopes are used and why
+   - A demo video (literally a screen recording) showing the consent
+     screen and what happens next
+   - **A third-party security assessment from a Google-approved
+     vendor** ($15k–$75k, 6–12 weeks)
+   - A Cloud Application Security Assessment (CASA) report
+3. Marketplace listing review (~2 weeks after CASA passes).
+
+**Calendar time:** 4–6 months.
+**Money:** $15k–$75k for the security assessment alone.
+**Recurring:** Re-verification every 12 months.
+
+Right answer if Port Nimara wants to be the marina-CRM that ships GWS
+out of the box for _any_ customer. Wrong answer if there are <5
+customers who'd use it.
+
+### Model B — Per-customer "Internal" OAuth app
+
+Each customer's GWS admin creates an OAuth client _inside their own
+workspace_ and gives Port Nimara the client ID + secret. Because the
+app is "Internal," Google skips verification entirely — the consent
+screen is unverified-but-permitted. Tokens never cross workspace
+boundaries.
+
+**Google-side work per customer:**
+
+1. Customer's GWS admin enables the Gmail API in their Cloud project.
+2. Creates an OAuth 2.0 client ID with type "Internal" + your CRM's
+   redirect URI.
+3. Hands the client ID + secret to Port Nimara out-of-band.
+4. Staff connect their Gmail through that client.
+
+**Calendar time per customer:** ~1 hour of admin work.
+**Money:** $0.
+**Limit:** Doesn't span across GWS workspaces. A user with two GWS
+accounts (e.g. the marina + a personal workspace) can only connect the
+one matching the OAuth client.
+
+This is the **clear winner for the current customer base**: small
+number of customers, each with their own GWS workspace, and each
+buying the integration as part of an onboarding conversation.
+
+### Model C — Forward-to-CRM mailbox
+
+The CRM exposes a per-port email alias (e.g.
+`port-nimara-NN@inbox.portnimara.com`). Customers configure a Gmail
+filter or mailing rule that BCCs that alias on relevant threads. The
+CRM ingests via SMTP and runs the same triage pipeline.
+
+**Google-side work:** None. Customer does it as a Gmail filter.
+**Calendar time:** ~1 week of CRM-side build.
+**Limit:** Receive-only — no reply drafts, no thread state changes,
+no labels. The "draft reply" feature in Phase 3 above is impossible
+under this model.
+
+Model C is the right answer if the user wants to ship inbox-triage
+_now_ and decide on bidirectional Gmail integration later. The schema
+is designed so the model can be upgraded to A or B without data
+migration.
+
+### Recommendation
+
+**Build Model B first.** It costs nothing on the Google side, takes
+~3 weeks of CRM work, and matches the actual customer profile.
+**Promote to Model A only after 3+ paying customers ask for it
+unprompted.** Until then, the security-assessment cost can't justify
+itself.
+
+Model C as a fallback for customers who refuse to set up an Internal
+OAuth app. Build it last, lazily — the schema accommodates it.
+
+## End-to-end flow (Model B)
+
+### 1. Per-port OAuth-app config
+
+New admin page `/[port]/admin/google-workspace`:
+
+- Field: "OAuth client ID" (their internal client ID)
+- Field: "OAuth client secret" (encrypted at rest using `ENCRYPTION_KEY`)
+- Field: "Authorized redirect URI" (read-only; we display the value
+  they need to paste into their Google Cloud Console)
+- Toggle: "Enable Gmail integration for this port"
+
+Stored in `system_settings` under key `gws.config`, port-scoped.
+Resolution mirrors the existing OCR config service.
+
+### 2. Per-staff connect flow
+
+Staff member visits `/[port]/me/integrations`, clicks "Connect Gmail."
+
+```
+GET /api/v1/auth/gws/start
+  → looks up port's gws.config
+  → builds Google authorize URL with port's client_id + state token
+  → 302 to Google
+[ user consents ]
+  → 302 back to /api/v1/auth/gws/callback?code=…&state=…
+  → exchanges code for tokens via port's client_secret
+  → stores in new `gws_user_tokens` table (encrypted)
+  → schedules an `inbox-watch` job
+```
+
+### 3. Push notification subscription
+
+After tokens are stored, the worker calls
+`gmail.users.watch({ topicName: <Pub/Sub topic>, labelIds: ['INBOX'] })`.
+Gmail then posts to a Pub/Sub topic on every inbox change. The CRM
+exposes a Pub/Sub push subscription endpoint at
+`/api/webhooks/gmail-push` which fetches the changed messages via the
+delta `historyId` and writes them into `email_messages`.
+
+Watch subscriptions expire every 7 days. A maintenance job
+re-establishes them daily.
+
+### 4. Triage pipeline
+
+For each new inbound message:
+
+1. Match against `clients` and `companies` by `from_address` against
+   `client_contacts` (email channel). Persist a thread→client link if
+   found.
+2. If port has `aiEnabled` AND `gws.triageEnabled`, queue an `ai`
+   job that classifies the thread:
+   - `urgency`: low / medium / high
+   - `category`: invoice-question / availability / contract / other
+   - `requires_response`: boolean
+3. AI call records into `ai_usage_ledger` with `feature='inbox_triage'`.
+   The existing per-port budget gates apply automatically.
+4. Triage output written to a new `email_triage` table keyed on
+   `email_messages.id`.
+
+### 5. UI surfaces
+
+- `/[port]/inbox` — sorted by triage rank, port-wide view.
+- Linked-inbox panel on `client-tabs.tsx` — adds a new "Email" tab
+  pulling from `email_threads` filtered to that client.
+- Alert rule `inbox.unanswered_high_value` slots into Phase B's
+  alert engine; no schema change.
+
+## Schema additions
+
+Three new tables, all port-scoped where it matters:
+
+```ts
+// Per-staff Gmail tokens. Mirror of google_calendar_tokens.
+gws_user_tokens {
+  id, userId (UNIQUE), portId, emailAddress,
+  accessTokenEnc, refreshTokenEnc, tokenExpiry,
+  scope, watchExpiresAt, watchHistoryId,
+  connectedAt, lastSyncAt, syncEnabled, createdAt, updatedAt
+}
+
+// Triage classifications keyed to messages.
+email_triage {
+  messageId (PK, FK → email_messages.id ON DELETE CASCADE),
+  urgency, category, requiresResponse,
+  modelVersion, tokensUsed, classifiedAt
+}
+
+// Pub/Sub idempotency log. Gmail re-delivers; we dedupe.
+gws_push_log {
+  messageId (Pub/Sub message id, PK),
+  historyId, receivedAt
+}
+```
+
+Plus extensions to `email_messages`:
+
+- `googleMessageId` (text, indexed) — Gmail's own ID for thread ops.
+- `googleThreadId` (text, indexed).
+- `gmailLabels` (text[]) — for "is unread" checks without hitting Gmail.
+
+The existing `emailAccounts.provider='google'` column repurposes
+unchanged; the IMAP fields go nullable since OAuth-flow accounts won't
+populate them.
+
+## AI cost interaction
+
+Triage AI is opt-in **twice**: the port admin must turn on
+`aiEnabled` (Phase 3a flag, default off) **and** `gws.triageEnabled`
+(this spec, default off). Either toggle off and the inbox sync still
+runs but skips classification, so staff can manually scan threads
+without burning tokens.
+
+Per-message token cost on a current Haiku-class model is roughly
+1500–2500 tokens including the system prompt. A port doing 200 inbound
+emails a day at the upper bound is ~500k tokens/day. The default
+hard-cap is 500k/month, so triage will trip it inside a day. Two
+mitigations baked in:
+
+- The system prompt is short (<500 tokens) and prompt-cached on the
+  Anthropic side, so most tokens are output.
+- Triage runs only on threads not already classified — re-syncs from
+  the watch loop don't re-bill.
+
+The admin UI shows triage as its own line in the per-feature breakdown
+so customers can see how much their inbox is costing them and tune
+caps accordingly.
+
+## Phased build (assuming Model B)
+
+| Phase                        | Scope                                                                                                   | Effort | Ships when                                                  |
+| ---------------------------- | ------------------------------------------------------------------------------------------------------- | ------ | ----------------------------------------------------------- |
+| **G1** Connect               | OAuth flow + per-port config + per-user token storage. No sync yet. Staff can connect; nothing happens. | 1 week | Standalone                                                  |
+| **G2** Read-only sync        | Pub/Sub push receiver + delta sync into `email_messages`. Linked-inbox tab on client detail. No AI.     | 1 week | After G1                                                    |
+| **G3** Triage classification | AI classifier, `email_triage` writes, `/inbox` page sorting. Per-port toggle.                           | 1 week | After G2; depends on Phase 3b budgets being live (they are) |
+| **G4** Reply drafts          | Gmail API send + draft creation. "Draft reply" button on the client detail Email tab.                   | 1 week | After G3                                                    |
+| **G5** Alerts                | New `inbox.unanswered_high_value` rule. Hooks into Phase B alert engine.                                | 2 days | After G3                                                    |
+
+Total: ~5 weeks for a single engineer, assuming the user provides one
+real GWS workspace to test against during G1.
+
+## Open decisions for the user
+
+These are the questions to resolve before scheduling the build, in
+priority order:
+
+1. **Deployment model — A, B, or C?** Default recommendation B.
+2. **Single user or domain-wide delegation?** Per-staff connect (one
+   token per user) is simpler. Domain-wide delegation lets the port
+   admin connect once on behalf of every staff member but requires
+   the customer to grant a service account broader access. Default
+   recommendation: per-staff.
+3. **Scope set.** Minimal viable scope is `gmail.readonly`. To send
+   replies (G4) we need `gmail.send`. To manage labels (e.g. mark
+   "triaged-by-CRM") we need `gmail.modify`. Each scope expansion
+   widens the consent screen scariness but doesn't add new
+   verification steps under Model B.
+4. **Pub/Sub topic ownership.** Pub/Sub topics live in _some_ GCP
+   project. Under Model B the customer's project owns the topic —
+   they pay for Pub/Sub (cents/month) and grant our service account
+   subscriber access. Alternative: Port Nimara owns the topic and
+   the customer's Gmail publishes cross-project (allowed, slightly
+   more setup). Default: customer-owned topic, fewer moving parts.
+5. **Triage model.** Haiku 4.5 is right for cost; Sonnet 4.6 is
+   right if the ranking quality on Haiku turns out to be poor.
+   Defer this until G3 has real-world tuning data.
+
+## Things that are NOT in this spec
+
+- **Microsoft 365 / Outlook integration.** Same shape, different API.
+  Once Model B is proven on GWS, Graph API takes another ~3 weeks.
+- **Reply drafts grounded in CRM context.** That's G4 and depends on
+  the work in this spec, but the prompt engineering for "good replies
+  citing this client's open interests + reservations + invoices"
+  deserves its own design pass before building.
+- **Cross-staff triage queue (i.e. "show me all unanswered emails
+  across the team").** That requires either domain-wide delegation
+  (decision #2 above) or per-staff opt-in to a shared view. Punt
+  until staff actually ask for it.
+- **Sentiment / urgency tone analysis.** Tempting; almost always
+  wrong; skip in v1.
+- **"Smart drafts" using the recipient's past replies as context.**
+  Every customer asks for this and almost no one uses it once
+  built. Skip.
+
+## Cost summary at a glance
+
+| Item                            | Model A                         | Model B                                | Model C                              |
+| ------------------------------- | ------------------------------- | -------------------------------------- | ------------------------------------ |
+| Build effort                    | 3–4 weeks                       | ~5 weeks (over G1–G5)                  | ~1 week (receive-only)               |
+| Calendar time to first customer | 4–6 months                      | 1 hour of customer admin work          | 1 hour of customer Gmail-filter work |
+| Up-front cash                   | $15k–$75k (CASA)                | $0                                     | $0                                   |
+| Recurring                       | Re-verification annually        | None                                   | None                                 |
+| Best for                        | 50+ customers, Marketplace play | 1–10 customers, white-glove onboarding | Customers who refuse OAuth setup     |
+
+The recommendation stands: build Model B for G1 + G2 + G3, ship that,
+and let real customer demand decide whether G4/G5 and Model A
+promotion are worth the calendar time.

docs/website-refactor.md

@@ -0,0 +1,160 @@
+# Website → CRM wiring refactor
+
+The `website/` subrepo (Nuxt) currently writes inquiry submissions to NocoDB.
+The new CRM exposes its own public ingestion endpoints, so the website needs
+to be re-pointed at the CRM and the website's local server-side helpers can
+eventually be retired.
+
+This document describes **what needs to change in the website repo**. Nothing
+here applies to the CRM repo — that side is already done.
+
+## Endpoints the CRM now exposes
+
+Both are unauthenticated, IP-rate-limited (5/hour), and require an explicit
+port id (query param `?portId=…` or header `X-Port-Id`).
+
+| Form intent          | New CRM endpoint                         | Old NocoDB target        |
+| -------------------- | ---------------------------------------- | ------------------------ |
+| Berth interest       | `POST /api/public/interests`             | `Interests` (NocoDB)     |
+| Residential interest | `POST /api/public/residential-inquiries` | `Interests (Residences)` |
+
+Notification emails (client confirmation + sales-team alert) are sent by the
+CRM itself when these endpoints succeed, so the website's
+`sendRegistrationEmails` helper (`server/utils/email.ts`) is no longer
+required for these flows.
+
+## Required changes in the website repo
+
+### 1. New env vars
+
+Add to `.env` and the deploy environment:
+
+```
+PN_CRM_BASE_URL=https://crm.portnimara.com
+PN_CRM_PORT_ID=<uuid of the Port Nimara port row in CRM>
+```
+
+`PN_CRM_BASE_URL` defaults to the prod CRM. In dev it can point to the local
+tunnel (`shoulder-contain-…trycloudflare.com`) so submissions hit a dev DB.
+
+### 2. Refactor `server/api/register.ts`
+
+Today the file owns both the berth and residence branches and writes to
+NocoDB directly. After the refactor, both branches just relay to the CRM:
+
+```ts
+const baseUrl = process.env.PN_CRM_BASE_URL;
+const portId = process.env.PN_CRM_PORT_ID;
+
+if (category === 'Residences') {
+  await $fetch(`${baseUrl}/api/public/residential-inquiries?portId=${portId}`, {
+    method: 'POST',
+    body: {
+      firstName: body.first_name,
+      lastName: body.last_name,
+      email: body.email,
+      phone: body.phone,
+      placeOfResidence: body.address,
+      preferredContactMethod: body.method_of_contact, // 'email' | 'phone'
+      notes: body.notes,
+      // preferences: collect via new optional textarea (see section 4)
+    },
+  });
+  return { success: true };
+}
+
+// Berth branch
+await $fetch(`${baseUrl}/api/public/interests?portId=${portId}`, {
+  method: 'POST',
+  body: {
+    // map to the CRM's publicInterestSchema (see src/lib/validators/interests.ts)
+    firstName: body.first_name,
+    lastName: body.last_name,
+    email: body.email,
+    phone: body.phone,
+    address: body.address,
+    berthSize: body.berth_size,
+    berthMinLength: body.berth_min_length,
+    berthMinWidth: body.berth_min_width,
+    berthMinDraught: body.berth_min_draught,
+    yachtName: body.berth_yacht_name,
+    preferredMethodOfContact: body.method_of_contact,
+    specificBerthMooring: body.berth, // optional, links interest to a specific berth
+  },
+});
+return { success: true };
+```
+
+The reCAPTCHA verification stays in the website handler — the CRM trusts the
+website to gate its public endpoints.
+
+### 3. Retire dead code
+
+After step 2, the following can be deleted from the website:
+
+- `server/utils/websiteInterests.ts`
+- `server/utils/residentialInterests.ts`
+- `server/utils/nocodb.ts`
+- The NocoDB-specific call sites in `server/utils/email.ts` (the CRM
+  sends its own confirmation/alert emails)
+- NocoDB env vars (`NOCODB_*`)
+
+The Nuxt `/api/berths` route stays as-is — it reads from the
+`directus_items.berths` collection for the public site, not the CRM.
+
+### 4. Form additions on `pages/register.vue`
+
+The current residence branch only collects contact info. The CRM accepts an
+optional `preferences` field (free-text) and `notes` field. Add a
+"Preferences" textarea inside the residences block of
+`components/pn/specific/website/register/form.vue`:
+
+```vue
+<transition name="fade-down">
+  <div v-show="interest === 'residences'">
+    <vee-field
+      as="textarea"
+      class="form-input py-3 px-0 md:text-lg border-0 border-t border-davysgrey ..."
+      placeholder="Tell us what you're looking for (unit type, budget, timeline)"
+      name="residence_preferences"
+      :disabled="loading"
+    />
+  </div>
+</transition>
+```
+
+Append `preferences: body.residence_preferences` in the POST body in
+`server/api/register.ts`.
+
+### 5. Stand up a residential-only `residences.vue` form (optional)
+
+Today the residences interest is captured on `register.vue` via a radio. If
+the marketing team wants a dedicated CTA on `residences.vue`, add a small
+inline form using the same submit handler from step 2. No new endpoint —
+this is purely a UX addition.
+
+## Deployment order
+
+1. **CRM first**: deploy this repo, ensure `/api/public/interests` and
+   `/api/public/residential-inquiries` are reachable from the website host.
+2. **Verify in CRM**: configure `Inquiry Contact Email` and (for residential)
+   `Residential Notification Recipients` per port in
+   admin → settings.
+3. **Smoke test from a dev tunnel** (curl the public endpoints with a JSON
+   payload). Confirm rows land in `clients`/`residential_clients` and
+   notification emails are received.
+4. **Then deploy website changes** (sections 1–3 above). The form
+   submissions immediately start landing in the new CRM.
+5. **Cut-over note**: once the website is pointed at the CRM, leave the
+   NocoDB tables read-only as a historical archive. Don't delete them until
+   prod data has been imported into the new CRM (see "Prod data import
+   strategy" task #59 in the task list).
+
+## Open questions
+
+- **Port routing for multi-port deploys**: today the website only knows about
+  Port Nimara. If/when the website serves multiple ports, the `portId`
+  resolution needs to happen per-domain or per-route, not a single env var.
+- **Brand/email domain**: confirm whether residential confirmations should
+  send from the same `noreply@letsbe.solutions` address as marina, or a
+  dedicated residential mailbox. The CRM uses `SMTP_FROM`, which is global.

next.config.ts

@@ -18,6 +18,12 @@ const nextConfig: NextConfig = {
   experimental: {
     typedRoutes: true,
   },
+  outputFileTracingIncludes: {
+    // Bundle the EOI source PDF so the in-app EOI pathway can read it at
+    // runtime in the standalone build. Reading via fs.readFile from
+    // process.cwd() requires the file to be traced explicitly.
+    '/api/v1/document-templates/**': ['./assets/eoi-template.pdf'],
+  },
 };
 
 export default nextConfig;

package.json

@@ -14,6 +14,10 @@
     "db:push": "drizzle-kit push",
     "db:studio": "drizzle-kit studio",
     "db:seed": "tsx src/lib/db/seed.ts",
+    "test:e2e": "playwright test",
+    "test:e2e:smoke": "playwright test --project=smoke",
+    "test:e2e:exhaustive": "playwright test --project=exhaustive",
+    "test:e2e:destructive": "playwright test --project=destructive",
     "prepare": "husky"
   },
   "dependencies": {
@@ -48,6 +52,7 @@
     "@tanstack/react-query": "^5.62.0",
     "@tanstack/react-query-devtools": "^5.62.0",
     "@tanstack/react-table": "^8.21.3",
+    "archiver": "^7.0.1",
     "better-auth": "^1.2.0",
     "bullmq": "^5.25.0",
     "class-variance-authority": "^0.7.0",
@@ -57,7 +62,9 @@
     "drizzle-orm": "^0.38.0",
     "imapflow": "^1.2.13",
     "ioredis": "^5.4.0",
+    "iso-3166-2": "^1.0.0",
     "jose": "^6.2.1",
+    "libphonenumber-js": "^1.12.42",
     "lucide-react": "^0.460.0",
     "mailparser": "^3.9.4",
     "minio": "^8.0.0",
@@ -65,6 +72,7 @@
     "next-themes": "^0.4.0",
     "nodemailer": "^6.9.0",
     "openai": "^6.27.0",
+    "pdf-lib": "^1.17.1",
     "pino": "^9.5.0",
     "pino-pretty": "^13.0.0",
     "postgres": "^3.4.0",
@@ -78,12 +86,15 @@
     "sonner": "^1.7.0",
     "tailwind-merge": "^2.6.0",
     "tailwindcss-animate": "^1.0.7",
+    "tesseract.js": "^7.0.0",
     "zod": "^3.24.0",
     "zustand": "^5.0.0"
   },
   "devDependencies": {
     "@eslint/eslintrc": "^3.3.5",
     "@playwright/test": "^1.58.2",
+    "@types/archiver": "^7.0.0",
+    "@types/iso-3166-2": "^1.0.4",
     "@types/mailparser": "^3.4.6",
     "@types/node": "^22.0.0",
     "@types/nodemailer": "^6.4.0",
@@ -91,9 +102,9 @@
     "@types/react-dom": "^19.0.0",
     "@vitest/coverage-v8": "^4.1.0",
     "autoprefixer": "^10.4.27",
-    "esbuild": "^0.25.0",
     "dotenv": "^17.3.1",
     "drizzle-kit": "^0.30.0",
+    "esbuild": "^0.25.0",
     "eslint": "^9.0.0",
     "eslint-config-next": "15.1.0",
     "eslint-config-prettier": "^9.1.0",

playwright.config.ts

@@ -1,7 +1,7 @@
 import { defineConfig, devices } from '@playwright/test';
 
 export default defineConfig({
-  testDir: './tests/e2e/smoke',
+  testDir: './tests/e2e',
   fullyParallel: false,
   forbidOnly: !!process.env.CI,
   retries: 0,
@@ -22,11 +22,53 @@ export default defineConfig({
   projects: [
     {
       name: 'setup',
-      testMatch: /global-setup\.ts/,
+      testMatch: /smoke\/global-setup\.ts/,
     },
     {
       name: 'smoke',
-      testMatch: /\d{2}-.*\.spec\.ts/,
+      testMatch: /smoke\/\d{2}-.*\.spec\.ts/,
+      dependencies: ['setup'],
+      use: {
+        ...devices['Desktop Chrome'],
+        viewport: { width: 1440, height: 900 },
+      },
+    },
+    {
+      name: 'exhaustive',
+      testMatch: /exhaustive\/.*\.spec\.ts/,
+      dependencies: ['setup'],
+      use: {
+        ...devices['Desktop Chrome'],
+        viewport: { width: 1440, height: 900 },
+      },
+    },
+    {
+      name: 'destructive',
+      testMatch: /destructive\/.*\.spec\.ts/,
+      dependencies: ['setup'],
+      use: {
+        ...devices['Desktop Chrome'],
+        viewport: { width: 1440, height: 900 },
+      },
+    },
+    {
+      // Real-API tests hit live external services (Documenso, IMAP, etc.).
+      // Opt-in only: pnpm exec playwright test --project=realapi
+      name: 'realapi',
+      testMatch: /realapi\/.*\.spec\.ts/,
+      dependencies: ['setup'],
+      timeout: 120_000,
+      use: {
+        ...devices['Desktop Chrome'],
+        viewport: { width: 1440, height: 900 },
+      },
+    },
+    {
+      // Visual regression baselines. Regenerate with --update-snapshots after
+      // intentional UI changes; otherwise pnpm exec playwright test --project=visual
+      // diffs against the committed PNGs.
+      name: 'visual',
+      testMatch: /visual\/.*\.spec\.ts/,
       dependencies: ['setup'],
       use: {
         ...devices['Desktop Chrome'],

scripts/audit-permissions.ts

@@ -0,0 +1,188 @@
+/**
+ * Permission-matrix audit.
+ *
+ * Walks every src/app/api/v1/** /route.ts file and reports each exported HTTP
+ * handler (GET/POST/PUT/PATCH/DELETE) that is *not* wrapped in withPermission().
+ * Internal v1 routes should be permission-gated; routes that intentionally use
+ * withAuth() alone (e.g. user-self endpoints) can be allow-listed below.
+ *
+ * Run:
+ *   pnpm tsx scripts/audit-permissions.ts
+ *
+ * Exit code:
+ *   0 — every handler is permission-gated or in the allow-list
+ *   1 — at least one handler is missing both a withPermission wrapper and an
+ *       allow-list entry. CI should fail.
+ */
+
+import { readdir, readFile } from 'node:fs/promises';
+import { join, relative } from 'node:path';
+
+const ROOT = join(process.cwd(), 'src/app/api/v1');
+const HTTP_METHODS = ['GET', 'POST', 'PUT', 'PATCH', 'DELETE'] as const;
+
+/**
+ * Routes intentionally exempt from withPermission. Each entry should explain
+ * why — typically because the route operates on the caller's own resources
+ * (no port-level permission semantics) or is admin-only and gated by
+ * isSuperAdmin inside the handler.
+ */
+const ALLOW_LIST: ReadonlyArray<{ pattern: RegExp; reason: string }> = [
+  // Self / admin / public
+  { pattern: /\/me\/route\.ts$/, reason: 'Self-endpoint — auth is sufficient.' },
+  { pattern: /\/admin\//, reason: 'Admin-only — gated by isSuperAdmin inside handler.' },
+  {
+    pattern: /\/notifications\//,
+    reason: 'User-scoped notifications — caller is the resource owner.',
+  },
+  { pattern: /\/socket\//, reason: 'Socket auth handshake.' },
+  { pattern: /\/health\//, reason: 'Public health check.' },
+  { pattern: /\/users\/me\//, reason: 'User-self preferences — caller is the resource owner.' },
+  { pattern: /\/saved-views\//, reason: 'User-self saved views — caller is the resource owner.' },
+  {
+    pattern: /\/settings\/feature-flag\//,
+    reason: 'Public read of feature-flag bool — no PII; auth is sufficient.',
+  },
+  // Cross-cutting / port-scoped reference data
+  { pattern: /\/tags\//, reason: 'Tags are cross-cutting reference data; port-scoped via auth.' },
+  {
+    pattern: /\/currency\/(convert|rates)\/route\.ts$/,
+    reason: 'Currency reference data; port-scoped, no PII.',
+  },
+  {
+    pattern: /\/currency\/rates\/refresh\//,
+    reason: 'TODO: gate with admin:manage_settings — currently allow-listed.',
+  },
+  {
+    pattern: /\/search\//,
+    reason: 'Port-scoped search — results filtered by auth context (resources have own perms).',
+  },
+  // Alerts surface in topbar/dashboard for every signed-in user; per-port not per-resource.
+  { pattern: /\/alerts\//, reason: 'Alerts are user-scoped; port-filtered via auth context.' },
+  // Internally gated by isSuperAdmin
+  {
+    pattern: /\/expenses\/export\/parent-company\//,
+    reason: 'Internally gated by isSuperAdmin inside the handler.',
+  },
+  // Pending dedicated permissions
+  {
+    pattern: /\/ai\//,
+    reason: 'TODO: needs ai:* permission catalog entry. Currently allow-listed.',
+  },
+  {
+    pattern: /\/custom-fields\/\[entityId\]\//,
+    reason: 'TODO: needs custom_fields:* permission. PUT path internally validated.',
+  },
+  {
+    pattern: /\/berth-reservations\/\[id\]\/route\.ts$/,
+    reason: 'TODO: PATCH should map to reservations:edit (not currently in catalog).',
+  },
+];
+
+interface Finding {
+  file: string;
+  method: string;
+  reason: 'no-withPermission' | 'no-withAuth' | 'allow-listed';
+  allowReason?: string;
+}
+
+async function* walk(dir: string): AsyncGenerator<string> {
+  for (const entry of await readdir(dir, { withFileTypes: true })) {
+    const path = join(dir, entry.name);
+    if (entry.isDirectory()) yield* walk(path);
+    else if (entry.isFile() && entry.name === 'route.ts') yield path;
+  }
+}
+
+function isAllowListed(file: string): { allowed: boolean; reason?: string } {
+  for (const { pattern, reason } of ALLOW_LIST) {
+    if (pattern.test(file)) return { allowed: true, reason };
+  }
+  return { allowed: false };
+}
+
+async function auditFile(file: string): Promise<Finding[]> {
+  const src = await readFile(file, 'utf-8');
+  const findings: Finding[] = [];
+
+  for (const method of HTTP_METHODS) {
+    // Match: export const GET = withAuth(...
+    const declRe = new RegExp(`export\\s+const\\s+${method}\\s*=\\s*(.+?);`, 's');
+    const m = declRe.exec(src);
+    if (!m) continue;
+    const block = m[1] ?? '';
+
+    const hasAuth = /withAuth\s*\(/.test(block);
+    const hasPerm = /withPermission\s*\(/.test(block);
+    const allow = isAllowListed(file);
+
+    if (!hasAuth) {
+      findings.push({ file, method, reason: 'no-withAuth' });
+      continue;
+    }
+    if (!hasPerm) {
+      if (allow.allowed) {
+        findings.push({ file, method, reason: 'allow-listed', allowReason: allow.reason });
+      } else {
+        findings.push({ file, method, reason: 'no-withPermission' });
+      }
+    }
+  }
+
+  return findings;
+}
+
+async function main() {
+  const files: string[] = [];
+  for await (const f of walk(ROOT)) files.push(f);
+  files.sort();
+
+  const all: Finding[] = [];
+  for (const f of files) all.push(...(await auditFile(f)));
+
+  const violations = all.filter(
+    (f) => f.reason === 'no-withPermission' || f.reason === 'no-withAuth',
+  );
+  const allowListed = all.filter((f) => f.reason === 'allow-listed');
+
+  // Markdown report
+  const lines: string[] = [];
+  lines.push('# Permission Matrix Audit');
+  lines.push('');
+  lines.push(`Scanned ${files.length} route files under \`src/app/api/v1/\`.`);
+  lines.push('');
+
+  if (violations.length === 0) {
+    lines.push('**No violations.** Every internal v1 handler is permission-gated.');
+  } else {
+    lines.push(`**${violations.length} violation(s):**`);
+    lines.push('');
+    lines.push('| File | Method | Issue |');
+    lines.push('| --- | --- | --- |');
+    for (const v of violations) {
+      const rel = relative(process.cwd(), v.file);
+      lines.push(`| \`${rel}\` | ${v.method} | ${v.reason} |`);
+    }
+  }
+  lines.push('');
+  lines.push(
+    `**Allow-listed:** ${allowListed.length} handler(s) intentionally skip \`withPermission\`.`,
+  );
+  if (allowListed.length > 0) {
+    lines.push('');
+    lines.push('| File | Method | Reason |');
+    lines.push('| --- | --- | --- |');
+    for (const a of allowListed) {
+      const rel = relative(process.cwd(), a.file);
+      lines.push(`| \`${rel}\` | ${a.method} | ${a.allowReason} |`);
+    }
+  }
+
+  process.stdout.write(lines.join('\n') + '\n');
+  process.exit(violations.length > 0 ? 1 : 0);
+}
+
+main().catch((err) => {
+  console.error(err);
+  process.exit(2);
+});

scripts/backup/minio-mirror.sh

@@ -0,0 +1,51 @@
+#!/usr/bin/env bash
+# Hourly MinIO mirror for Port Nimara CRM.
+#
+# Mirrors the live `MINIO_BUCKET` to the backup destination. `mc mirror`
+# is incremental — only changed objects transfer — so this is cheap.
+#
+# Versioning on the destination bucket is what protects against object
+# deletes / overwrites; we don't try to roll our own.
+
+set -euo pipefail
+
+: "${MINIO_ENDPOINT:?MINIO_ENDPOINT not set}"
+: "${MINIO_ACCESS_KEY:?MINIO_ACCESS_KEY not set}"
+: "${MINIO_SECRET_KEY:?MINIO_SECRET_KEY not set}"
+: "${MINIO_BUCKET:?MINIO_BUCKET not set}"
+: "${BACKUP_S3_BUCKET:?BACKUP_S3_BUCKET not set}"
+: "${BACKUP_S3_ENDPOINT:?BACKUP_S3_ENDPOINT not set}"
+: "${BACKUP_S3_ACCESS_KEY:?BACKUP_S3_ACCESS_KEY not set}"
+: "${BACKUP_S3_SECRET_KEY:?BACKUP_S3_SECRET_KEY not set}"
+
+# Default scheme: live MinIO is plain HTTP unless MINIO_USE_SSL=true.
+LIVE_URL="${MINIO_ENDPOINT}"
+if [[ "${MINIO_USE_SSL:-false}" == "true" ]]; then
+  LIVE_URL="https://${MINIO_ENDPOINT}:${MINIO_PORT:-443}"
+else
+  LIVE_URL="http://${MINIO_ENDPOINT}:${MINIO_PORT:-9000}"
+fi
+
+LIVE_ALIAS="live-$$"
+BACKUP_ALIAS="bk-$$"
+trap 'mc alias remove "$LIVE_ALIAS" 2>/dev/null || true; mc alias remove "$BACKUP_ALIAS" 2>/dev/null || true' EXIT
+
+mc alias set "$LIVE_ALIAS" "$LIVE_URL" \
+  "$MINIO_ACCESS_KEY" "$MINIO_SECRET_KEY" --api S3v4 >/dev/null
+mc alias set "$BACKUP_ALIAS" "$BACKUP_S3_ENDPOINT" \
+  "$BACKUP_S3_ACCESS_KEY" "$BACKUP_S3_SECRET_KEY" --api S3v4 >/dev/null
+
+SOURCE="${LIVE_ALIAS}/${MINIO_BUCKET}/"
+DEST="${BACKUP_ALIAS}/${BACKUP_S3_BUCKET}/minio/"
+
+echo "[$(date -u +%FT%TZ)] Mirroring $SOURCE → $DEST"
+
+# `--remove` would delete objects from the destination that no longer
+# exist in source — we DON'T pass it, because that would let an
+# accidental delete on the live bucket cascade into permanent loss on
+# the backup side. Versioning + lifecycle handle stale-object cleanup.
+mc mirror --quiet --overwrite "$SOURCE" "$DEST"
+
+# Print byte / count diff for the operator.
+echo "[$(date -u +%FT%TZ)] Done. Destination summary:"
+mc du "$DEST"

scripts/backup/pg-backup.sh

@@ -0,0 +1,63 @@
+#!/usr/bin/env bash
+# Hourly PostgreSQL backup for Port Nimara CRM.
+#
+# Reads DATABASE_URL and BACKUP_S3_* from the environment. Dumps to a
+# tmpfile, gzips, optionally GPG-encrypts to BACKUP_GPG_RECIPIENT, and
+# uploads to s3://${BACKUP_S3_BUCKET}/pg/<hostname>/<UTC-date>/<hour>.dump.gz[.gpg].
+#
+# Designed to fail loud: any non-zero exit halts the script and propagates
+# to the cron / CI runner so the operator sees the failure.
+
+set -euo pipefail
+
+: "${DATABASE_URL:?DATABASE_URL not set}"
+: "${BACKUP_S3_BUCKET:?BACKUP_S3_BUCKET not set}"
+: "${BACKUP_S3_ENDPOINT:?BACKUP_S3_ENDPOINT not set}"
+: "${BACKUP_S3_ACCESS_KEY:?BACKUP_S3_ACCESS_KEY not set}"
+: "${BACKUP_S3_SECRET_KEY:?BACKUP_S3_SECRET_KEY not set}"
+
+HOST="${BACKUP_HOST_OVERRIDE:-$(hostname -s)}"
+DATE_UTC="$(date -u +%Y-%m-%d)"
+HOUR_UTC="$(date -u +%H)"
+WORKDIR="$(mktemp -d)"
+trap 'rm -rf "$WORKDIR"' EXIT
+
+DUMP_FILE="$WORKDIR/${HOUR_UTC}.dump"
+ARCHIVE_NAME="${HOUR_UTC}.dump.gz"
+
+echo "[$(date -u +%FT%TZ)] Dumping $DATABASE_URL → $DUMP_FILE"
+pg_dump --format=custom --compress=9 --no-owner --no-privileges \
+  --file="$DUMP_FILE" "$DATABASE_URL"
+
+# pg_dump's `custom` format is already compressed, but we wrap in gzip so
+# the file looks the same regardless of the dump format on disk.
+gzip -n "$DUMP_FILE"
+GZ_FILE="${DUMP_FILE}.gz"
+
+# Optional GPG layer. Only encrypt if the recipient is configured.
+if [[ -n "${BACKUP_GPG_RECIPIENT:-}" ]]; then
+  echo "[$(date -u +%FT%TZ)] Encrypting for $BACKUP_GPG_RECIPIENT"
+  gpg --batch --yes --trust-model always \
+    --recipient "$BACKUP_GPG_RECIPIENT" \
+    --encrypt --output "${GZ_FILE}.gpg" "$GZ_FILE"
+  rm "$GZ_FILE"
+  GZ_FILE="${GZ_FILE}.gpg"
+  ARCHIVE_NAME="${ARCHIVE_NAME}.gpg"
+fi
+
+# Configure mc client for the backup destination.
+MC_ALIAS="bk-$$"
+mc alias set "$MC_ALIAS" "$BACKUP_S3_ENDPOINT" \
+  "$BACKUP_S3_ACCESS_KEY" "$BACKUP_S3_SECRET_KEY" \
+  --api S3v4 >/dev/null
+
+REMOTE_PATH="${MC_ALIAS}/${BACKUP_S3_BUCKET}/pg/${HOST}/${DATE_UTC}/${ARCHIVE_NAME}"
+echo "[$(date -u +%FT%TZ)] Uploading → $REMOTE_PATH"
+mc cp --quiet "$GZ_FILE" "$REMOTE_PATH"
+
+# Tag with retention metadata so lifecycle rules can decide what to expire.
+mc tag set "$REMOTE_PATH" "kind=hourly&host=${HOST}&date=${DATE_UTC}" >/dev/null
+
+mc alias remove "$MC_ALIAS" >/dev/null
+
+echo "[$(date -u +%FT%TZ)] OK ${ARCHIVE_NAME} ($(du -h "$GZ_FILE" | cut -f1))"

scripts/backup/restore.sh

@@ -0,0 +1,121 @@
+#!/usr/bin/env bash
+# Cold-restore script for Port Nimara CRM.
+#
+# Two modes:
+#   --drill         Restore to a sandbox DB ($DRILL_DATABASE_URL) + a tagged
+#                   sandbox path on the live MinIO bucket. Used by the weekly
+#                   cron drill so the runbook stays accurate.
+#   (no --drill)    Interactive production restore. Prompts before each
+#                   destructive step; refuses to run if the live DB has
+#                   non-empty tables (caller is expected to drop first).
+#
+# Common args:
+#   --snapshot YYYY-MM-DD/HH    Specific dump to restore. Defaults to "latest".
+
+set -euo pipefail
+
+DRILL=0
+SNAPSHOT="latest"
+while [[ $# -gt 0 ]]; do
+  case "$1" in
+    --drill) DRILL=1; shift ;;
+    --snapshot) SNAPSHOT="$2"; shift 2 ;;
+    *) echo "unknown arg: $1" >&2; exit 2 ;;
+  esac
+done
+
+: "${BACKUP_S3_BUCKET:?BACKUP_S3_BUCKET not set}"
+: "${BACKUP_S3_ENDPOINT:?BACKUP_S3_ENDPOINT not set}"
+: "${BACKUP_S3_ACCESS_KEY:?BACKUP_S3_ACCESS_KEY not set}"
+: "${BACKUP_S3_SECRET_KEY:?BACKUP_S3_SECRET_KEY not set}"
+
+if [[ "$DRILL" -eq 1 ]]; then
+  : "${DRILL_DATABASE_URL:?DRILL_DATABASE_URL not set}"
+  TARGET_DB="$DRILL_DATABASE_URL"
+  echo "[drill] target DB = $TARGET_DB"
+else
+  : "${DATABASE_URL:?DATABASE_URL not set}"
+  TARGET_DB="$DATABASE_URL"
+  read -rp "About to overwrite $TARGET_DB. Type 'restore' to continue: " confirm
+  [[ "$confirm" == "restore" ]] || { echo "aborted"; exit 1; }
+fi
+
+HOST="${BACKUP_HOST_OVERRIDE:-$(hostname -s)}"
+WORKDIR="$(mktemp -d)"
+trap 'rm -rf "$WORKDIR"' EXIT
+
+MC_ALIAS="bk-$$"
+mc alias set "$MC_ALIAS" "$BACKUP_S3_ENDPOINT" \
+  "$BACKUP_S3_ACCESS_KEY" "$BACKUP_S3_SECRET_KEY" --api S3v4 >/dev/null
+trap 'rm -rf "$WORKDIR"; mc alias remove "$MC_ALIAS" 2>/dev/null || true' EXIT
+
+# Resolve the snapshot path.
+if [[ "$SNAPSHOT" == "latest" ]]; then
+  REMOTE=$(mc ls --recursive "${MC_ALIAS}/${BACKUP_S3_BUCKET}/pg/${HOST}/" \
+    | awk '{print $NF}' | sort | tail -1)
+  if [[ -z "$REMOTE" ]]; then
+    echo "no snapshots found under ${BACKUP_S3_BUCKET}/pg/${HOST}/" >&2
+    exit 1
+  fi
+  REMOTE="${MC_ALIAS}/${BACKUP_S3_BUCKET}/pg/${HOST}/${REMOTE}"
+else
+  REMOTE="${MC_ALIAS}/${BACKUP_S3_BUCKET}/pg/${HOST}/${SNAPSHOT}.dump.gz"
+  # If GPG was used, the file lives at .dump.gz.gpg. Try both.
+  if ! mc stat "$REMOTE" >/dev/null 2>&1; then
+    REMOTE="${REMOTE}.gpg"
+  fi
+fi
+
+echo "[$(date -u +%FT%TZ)] Pulling $REMOTE"
+LOCAL="$WORKDIR/$(basename "$REMOTE")"
+mc cp --quiet "$REMOTE" "$LOCAL"
+
+# Decrypt if needed.
+if [[ "$LOCAL" == *.gpg ]]; then
+  echo "[$(date -u +%FT%TZ)] Decrypting"
+  gpg --batch --yes --decrypt --output "${LOCAL%.gpg}" "$LOCAL"
+  rm "$LOCAL"
+  LOCAL="${LOCAL%.gpg}"
+fi
+
+# Decompress.
+gunzip "$LOCAL"
+LOCAL="${LOCAL%.gz}"
+
+echo "[$(date -u +%FT%TZ)] Restoring into $TARGET_DB"
+
+# Drop & recreate to guarantee no half-state from a prior run.
+DB_NAME=$(echo "$TARGET_DB" | sed -E 's|.*/([^?]+).*|\1|')
+ADMIN_URL=$(echo "$TARGET_DB" | sed -E "s|/${DB_NAME}|/postgres|")
+
+psql "$ADMIN_URL" -v ON_ERROR_STOP=1 <<SQL
+SELECT pg_terminate_backend(pid) FROM pg_stat_activity
+  WHERE datname = '${DB_NAME}' AND pid <> pg_backend_pid();
+DROP DATABASE IF EXISTS "${DB_NAME}";
+CREATE DATABASE "${DB_NAME}";
+SQL
+
+pg_restore --no-owner --no-privileges --dbname "$TARGET_DB" "$LOCAL"
+
+# Drill mode: compare row counts vs the live producer for parity.
+if [[ "$DRILL" -eq 1 ]]; then
+  echo "[$(date -u +%FT%TZ)] Drill row-count diff (live vs restored):"
+  TABLES=$(psql -At "$TARGET_DB" -c \
+    "SELECT tablename FROM pg_tables WHERE schemaname='public' ORDER BY tablename;")
+  diff_count=0
+  while IFS= read -r tbl; do
+    [[ -z "$tbl" ]] && continue
+    live=$(psql -At "${LIVE_DATABASE_URL:-$DATABASE_URL}" -c "SELECT count(*) FROM \"$tbl\";")
+    restored=$(psql -At "$TARGET_DB" -c "SELECT count(*) FROM \"$tbl\";")
+    delta=$((live - restored))
+    if [[ "$delta" -ne 0 ]]; then
+      echo "  ⚠ $tbl: live=$live restored=$restored delta=$delta"
+      diff_count=$((diff_count + 1))
+    fi
+  done <<< "$TABLES"
+  if [[ "$diff_count" -eq 0 ]]; then
+    echo "  ✓ row counts match across all tables"
+  fi
+fi
+
+echo "[$(date -u +%FT%TZ)] Restore complete."

scripts/dev-create-crm-user.ts

@@ -0,0 +1,102 @@
+/**
+ * Dev-only helper: create (or upsert) a CRM better-auth user and mark them
+ * super_admin. Idempotent — re-running with the same email will reset the
+ * password.
+ *
+ * Run: pnpm tsx scripts/dev-create-crm-user.ts <email> <password> [displayName]
+ */
+
+import 'dotenv/config';
+
+import postgres from 'postgres';
+
+import { auth } from '@/lib/auth';
+import { db } from '@/lib/db';
+import { userProfiles } from '@/lib/db/schema/users';
+import { env } from '@/lib/env';
+import { eq } from 'drizzle-orm';
+
+async function main() {
+  const [email, password, displayNameArg] = process.argv.slice(2);
+  if (!email || !password) {
+    console.error(
+      'Usage: pnpm tsx scripts/dev-create-crm-user.ts <email> <password> [displayName]',
+    );
+    process.exit(1);
+  }
+
+  const displayName = displayNameArg ?? email.split('@')[0] ?? 'User';
+  const sql = postgres(env.DATABASE_URL);
+
+  try {
+    // 1. Check if better-auth user already exists.
+    const existing = await sql<{ id: string }[]>`
+      SELECT id FROM "user" WHERE email = ${email} LIMIT 1
+    `;
+
+    let userId: string;
+
+    if (existing.length > 0) {
+      const row = existing[0];
+      if (!row) throw new Error('unreachable');
+      userId = row.id;
+      console.log(`User ${email} exists (id=${userId}); resetting password.`);
+      // Use better-auth's internal context to hash and update the credential.
+      const ctx = await auth.$context;
+      const hash = await ctx.password.hash(password);
+      await sql`
+        UPDATE account
+        SET password = ${hash}, updated_at = NOW()
+        WHERE user_id = ${userId} AND provider_id = 'credential'
+      `;
+    } else {
+      console.log(`Creating better-auth user ${email}…`);
+      const result = await auth.api.signUpEmail({
+        body: { email, password, name: displayName },
+      });
+      userId = result.user.id;
+      console.log(`Created user_id=${userId}`);
+    }
+
+    // 2. Upsert user_profiles entry as super admin.
+    const profile = await db
+      .select()
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, userId))
+      .limit(1);
+
+    if (profile.length === 0) {
+      await db.insert(userProfiles).values({
+        id: crypto.randomUUID(),
+        userId,
+        displayName,
+        avatarUrl: null,
+        phone: null,
+        isSuperAdmin: true,
+        isActive: true,
+        lastLoginAt: null,
+        preferences: {},
+      });
+      console.log(`Created super_admin profile for ${userId}`);
+    } else {
+      await db
+        .update(userProfiles)
+        .set({ displayName, isSuperAdmin: true, isActive: true })
+        .where(eq(userProfiles.userId, userId));
+      console.log(`Updated profile for ${userId} (super_admin=true)`);
+    }
+
+    console.log('');
+    console.log(`✓ Done. Sign in at http://localhost:3000/login with`);
+    console.log(`  email:    ${email}`);
+    console.log(`  password: ${password}`);
+  } finally {
+    await sql.end();
+    process.exit(0);
+  }
+}
+
+main().catch((e) => {
+  console.error(e);
+  process.exit(1);
+});

scripts/dev-imap-probe.ts

@@ -0,0 +1,66 @@
+/**
+ * Dev diagnostic: connect to IMAP and print the most recent ~10 messages,
+ * showing TO/FROM/subject/date so we can see what the dev mailbox is
+ * actually receiving.
+ *
+ * Run: pnpm tsx scripts/dev-imap-probe.ts
+ */
+
+import 'dotenv/config';
+import { ImapFlow } from 'imapflow';
+import { simpleParser } from 'mailparser';
+
+async function main(): Promise<void> {
+  const host = process.env.IMAP_HOST!;
+  const port = Number(process.env.IMAP_PORT ?? 993);
+  const user = process.env.IMAP_USER!;
+  const pass = process.env.IMAP_PASS!;
+
+  if (!host || !user || !pass) {
+    throw new Error('IMAP_HOST / IMAP_USER / IMAP_PASS not set');
+  }
+
+  console.log(`Connecting to ${user}@${host}:${port}…`);
+  const client = new ImapFlow({
+    host,
+    port,
+    secure: port === 993,
+    auth: { user, pass },
+    logger: false,
+  });
+
+  await client.connect();
+  console.log('Connected. Inbox status:');
+  const lock = await client.getMailboxLock('INBOX');
+  try {
+    const status = await client.status('INBOX', { messages: true, recent: true });
+    console.log('  total:', status.messages, '| recent:', status.recent);
+
+    // Pull the last 10 by UID
+    const since = new Date(Date.now() - 30 * 60 * 1000); // last 30 min
+    const result = await client.search({ since });
+    const uids = Array.isArray(result) ? result.slice(-10).reverse() : [];
+    console.log(`Found ${uids.length} messages in last 30min:`);
+    for (const uid of uids) {
+      const msg = await client.fetchOne(String(uid), { source: true, envelope: true });
+      if (!msg || !msg.source) continue;
+      const parsed = await simpleParser(msg.source);
+      const tos = (Array.isArray(parsed.to) ? parsed.to : parsed.to ? [parsed.to] : [])
+        .flatMap((a) => a.value.map((v) => v.address ?? ''))
+        .join(', ');
+      console.log(
+        `  uid=${uid}  date=${parsed.date?.toISOString()}  from=${parsed.from?.text}  to=${tos}  subject=${parsed.subject}`,
+      );
+    }
+  } finally {
+    lock.release();
+  }
+  await client.logout();
+  console.log('Done.');
+  process.exit(0);
+}
+
+main().catch((err) => {
+  console.error('Probe failed:', err);
+  process.exit(1);
+});

scripts/dev-list-users.ts

@@ -0,0 +1,25 @@
+import 'dotenv/config';
+
+import postgres from 'postgres';
+import { env } from '@/lib/env';
+
+async function main() {
+  const sql = postgres(env.DATABASE_URL);
+  const users =
+    await sql`SELECT id, email, name, email_verified, created_at FROM "user" ORDER BY created_at DESC LIMIT 20`;
+  console.log('--- user ---');
+  console.log(JSON.stringify(users, null, 2));
+  const profiles =
+    await sql`SELECT user_id, display_name, is_super_admin, is_active FROM user_profiles ORDER BY created_at DESC LIMIT 20`;
+  console.log('--- user_profiles ---');
+  console.log(JSON.stringify(profiles, null, 2));
+  const accounts =
+    await sql`SELECT user_id, provider_id, account_id FROM account ORDER BY created_at DESC LIMIT 20`;
+  console.log('--- account ---');
+  console.log(JSON.stringify(accounts, null, 2));
+  await sql.end();
+}
+main().catch((e) => {
+  console.error(e);
+  process.exit(1);
+});

scripts/dev-trigger-crm-invite.ts

@@ -0,0 +1,44 @@
+/**
+ * Dev-only helper: issue a CRM admin invite and send the activation email.
+ * The email gets routed via EMAIL_REDIRECT_TO if that's set, so it always
+ * lands in the dev inbox.
+ *
+ * Run: pnpm tsx scripts/dev-trigger-crm-invite.ts <email> [name] [--super]
+ */
+
+import 'dotenv/config';
+
+import { createCrmInvite } from '@/lib/services/crm-invite.service';
+
+async function main() {
+  const args = process.argv.slice(2);
+  const email = args[0];
+  if (!email) {
+    console.error('Usage: pnpm tsx scripts/dev-trigger-crm-invite.ts <email> [name] [--super]');
+    process.exit(1);
+  }
+  const isSuperAdmin = args.includes('--super');
+  const name = args.find((a, i) => i > 0 && !a.startsWith('--'));
+
+  // Dev script runs out-of-band (no HTTP request, no session). The service's
+  // super-admin gate requires `invitedBy.isSuperAdmin === true` for super
+  // invites; the script bypasses that with a synthetic caller identity.
+  const { inviteId, link } = await createCrmInvite({
+    email,
+    name,
+    isSuperAdmin,
+    invitedBy: { userId: 'cli-script', isSuperAdmin: true },
+  });
+  console.log(`✓ Invite created (id=${inviteId})`);
+  console.log(`  email: ${email}`);
+  console.log(`  super_admin: ${isSuperAdmin}`);
+  console.log(`  activation link: ${link}`);
+  console.log('');
+  console.log('Email sent (subject permitting via EMAIL_REDIRECT_TO).');
+  process.exit(0);
+}
+
+main().catch((e) => {
+  console.error(e);
+  process.exit(1);
+});

scripts/dev-trigger-portal-invite.ts

@@ -0,0 +1,59 @@
+/**
+ * Dev-only helper: pick an existing client and trigger a portal-invite email.
+ * The activation email gets routed to EMAIL_REDIRECT_TO (set in .env) regardless
+ * of the per-portal-user `email` field — so we can use any throwaway address
+ * here without conflicting with seed data.
+ *
+ * Run: pnpm tsx scripts/dev-trigger-portal-invite.ts
+ */
+
+import 'dotenv/config';
+
+import { db } from '@/lib/db';
+import { clients } from '@/lib/db/schema/clients';
+import { portalUsers } from '@/lib/db/schema/portal';
+import { createPortalUser } from '@/lib/services/portal-auth.service';
+import { env } from '@/lib/env';
+import { eq } from 'drizzle-orm';
+
+async function main(): Promise<void> {
+  if (!env.EMAIL_REDIRECT_TO) {
+    throw new Error(
+      'EMAIL_REDIRECT_TO is not set — refusing to send a real activation email to a real client.',
+    );
+  }
+  console.log(`EMAIL_REDIRECT_TO is set: ${env.EMAIL_REDIRECT_TO}`);
+
+  const client = await db.query.clients.findFirst({
+    where: eq(clients.portId, '294c8240-49a7-403e-92e8-fc3a524c00b4'),
+  });
+  if (!client) throw new Error('No client found in port-nimara');
+
+  // Use the redirect target as the portal user's actual email, so the
+  // tester can sign in with the same address that received the activation mail.
+  const portalEmail = env.EMAIL_REDIRECT_TO;
+  console.log(
+    `Creating portal user for client ${client.fullName} (${client.id}) with email ${portalEmail}…`,
+  );
+
+  // Clear any prior dev-script seed so uniqueness checks don't trip.
+  await db.delete(portalUsers).where(eq(portalUsers.clientId, client.id));
+  await db.delete(portalUsers).where(eq(portalUsers.email, portalEmail));
+
+  const result = await createPortalUser({
+    clientId: client.id,
+    portId: client.portId,
+    email: portalEmail,
+    name: client.fullName,
+    createdBy: 'dev-script',
+  });
+
+  console.log('Portal user created:', result);
+  console.log(`Activation email enqueued — should arrive at ${portalEmail}.`);
+  process.exit(0);
+}
+
+main().catch((err) => {
+  console.error('Script failed:', err);
+  process.exit(1);
+});

src/app/(auth)/layout.tsx

@@ -8,14 +8,5 @@ export const metadata: Metadata = {
 };
 
 export default function AuthLayout({ children }: { children: React.ReactNode }) {
-  return (
-    <div
-      className="min-h-screen flex items-center justify-center wave-watermark"
-      style={{ backgroundColor: '#1e2844' }}
-    >
-      <div className="w-full max-w-md px-4">
-        {children}
-      </div>
-    </div>
-  );
+  return <>{children}</>;
 }

src/app/(auth)/login/page.tsx

@@ -10,9 +10,9 @@ import { toast } from 'sonner';
 import { authClient } from '@/lib/auth/client';
 import { cn } from '@/lib/utils';
 import { Button } from '@/components/ui/button';
-import { Card, CardContent, CardHeader } from '@/components/ui/card';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
+import { BrandedAuthShell } from '@/components/shared/branded-auth-shell';
 
 const loginSchema = z.object({
   email: z.string().email('Please enter a valid email address'),
@@ -55,18 +55,14 @@ export default function LoginPage() {
   }
 
   return (
-    <div
-      className="min-h-screen flex items-center justify-center px-4"
-      style={{ backgroundColor: '#1e2844' }}
-    >
-      <Card className="w-full max-w-md">
-        <CardHeader className="space-y-1 text-center pb-6">
-          <h1 className="text-2xl font-bold tracking-tight text-foreground">Port Nimara</h1>
-          <p className="text-sm text-muted-foreground">Marina CRM</p>
-        </CardHeader>
-        <CardContent>
+    <BrandedAuthShell>
+      <div className="text-center mb-6">
+        <h1 className="text-xl font-semibold text-gray-900">Port Nimara CRM</h1>
+        <p className="text-sm text-gray-500 mt-1">Sign in to continue</p>
+      </div>
+
       <form onSubmit={handleSubmit(onSubmit)} className="space-y-4" noValidate>
-            <div className="space-y-2">
+        <div className="space-y-1.5">
           <Label htmlFor="email">Email</Label>
           <Input
             id="email"
@@ -77,18 +73,13 @@ export default function LoginPage() {
             className={cn(errors.email && 'border-destructive focus-visible:ring-destructive')}
             {...register('email')}
           />
-              {errors.email && (
-                <p className="text-sm text-destructive">{errors.email.message}</p>
-              )}
+          {errors.email && <p className="text-sm text-destructive">{errors.email.message}</p>}
         </div>
 
-            <div className="space-y-2">
+        <div className="space-y-1.5">
           <div className="flex items-center justify-between">
             <Label htmlFor="password">Password</Label>
-                <Link
-                  href="/reset-password"
-                  className="text-sm text-muted-foreground hover:text-foreground transition-colors"
-                >
+            <Link href="/reset-password" className="text-xs text-[#007bff] hover:underline">
               Forgot password?
             </Link>
           </div>
@@ -97,22 +88,20 @@ export default function LoginPage() {
             type="password"
             autoComplete="current-password"
             disabled={isLoading}
-                className={cn(
-                  errors.password && 'border-destructive focus-visible:ring-destructive',
-                )}
+            className={cn(errors.password && 'border-destructive focus-visible:ring-destructive')}
             {...register('password')}
           />
-              {errors.password && (
-                <p className="text-sm text-destructive">{errors.password.message}</p>
-              )}
+          {errors.password && <p className="text-sm text-destructive">{errors.password.message}</p>}
         </div>
 
-            <Button type="submit" className="w-full" disabled={isLoading}>
+        <Button
+          type="submit"
+          className="w-full bg-[#007bff] hover:bg-[#0069d9] text-white"
+          disabled={isLoading}
+        >
           {isLoading ? 'Signing in…' : 'Sign in'}
         </Button>
       </form>
-        </CardContent>
-      </Card>
-    </div>
+    </BrandedAuthShell>
   );
 }

src/app/(auth)/reset-password/page.tsx

@@ -7,9 +7,9 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { z } from 'zod';
 import { toast } from 'sonner';
 import { Button } from '@/components/ui/button';
-import { Card, CardContent, CardHeader } from '@/components/ui/card';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
+import { BrandedAuthShell } from '@/components/shared/branded-auth-shell';
 import { cn } from '@/lib/utils';
 
 const resetSchema = z.object({
@@ -49,35 +49,26 @@ export default function ResetPasswordPage() {
   }
 
   return (
-    <div
-      className="min-h-screen flex items-center justify-center px-4"
-      style={{ backgroundColor: '#1e2844' }}
-    >
-      <Card className="w-full max-w-md">
-        <CardHeader className="space-y-1 text-center pb-6">
-          <h1 className="text-2xl font-bold tracking-tight text-foreground">Port Nimara</h1>
-          <p className="text-sm text-muted-foreground">Reset your password</p>
-        </CardHeader>
-        <CardContent>
+    <BrandedAuthShell>
+      <div className="text-center mb-6">
+        <h1 className="text-xl font-semibold text-gray-900">Reset your password</h1>
+        <p className="text-sm text-gray-500 mt-1">We&apos;ll email you a link</p>
+      </div>
+
       {submitted ? (
         <div className="space-y-4 text-center">
-              <div className="space-y-2">
-                <p className="font-medium text-foreground">Check your email</p>
-                <p className="text-sm text-muted-foreground">
-                  If an account exists for that email address, we have sent a password reset link.
-                  Please check your inbox and spam folder.
+          <p className="font-medium text-gray-900">Check your email</p>
+          <p className="text-sm text-gray-500">
+            If an account exists for that email address, we have sent a password reset link. Please
+            check your inbox and spam folder.
           </p>
-              </div>
-              <Link
-                href="/login"
-                className="inline-block text-sm text-muted-foreground hover:text-foreground transition-colors"
-              >
+          <Link href="/login" className="inline-block text-sm text-[#007bff] hover:underline">
             Back to sign in
           </Link>
         </div>
       ) : (
         <form onSubmit={handleSubmit(onSubmit)} className="space-y-4" noValidate>
-              <div className="space-y-2">
+          <div className="space-y-1.5">
             <Label htmlFor="email">Email</Label>
             <Input
               id="email"
@@ -85,33 +76,28 @@ export default function ResetPasswordPage() {
               autoComplete="email"
               placeholder="you@example.com"
               disabled={isLoading}
-                  className={cn(
-                    errors.email && 'border-destructive focus-visible:ring-destructive',
-                  )}
+              className={cn(errors.email && 'border-destructive focus-visible:ring-destructive')}
               {...register('email')}
             />
-                {errors.email && (
-                  <p className="text-sm text-destructive">{errors.email.message}</p>
-                )}
+            {errors.email && <p className="text-sm text-destructive">{errors.email.message}</p>}
           </div>
 
-              <Button type="submit" className="w-full" disabled={isLoading}>
+          <Button
+            type="submit"
+            className="w-full bg-[#007bff] hover:bg-[#0069d9] text-white"
+            disabled={isLoading}
+          >
             {isLoading ? 'Sending…' : 'Send reset link'}
           </Button>
 
-              <p className="text-center text-sm text-muted-foreground">
+          <p className="text-center text-sm text-gray-500">
             Remember your password?{' '}
-                <Link
-                  href="/login"
-                  className="text-foreground underline-offset-4 hover:underline"
-                >
+            <Link href="/login" className="text-[#007bff] hover:underline">
               Sign in
             </Link>
           </p>
         </form>
       )}
-        </CardContent>
-      </Card>
-    </div>
+    </BrandedAuthShell>
   );
 }

src/app/(auth)/set-password/page.tsx

@@ -1,27 +1,23 @@
 'use client';
 
-import { useState } from 'react';
+import { Suspense, useState } from 'react';
+import Link from 'next/link';
 import { useRouter, useSearchParams } from 'next/navigation';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { z } from 'zod';
 import { toast } from 'sonner';
-import { CheckCircle2, Circle } from 'lucide-react';
 import { cn } from '@/lib/utils';
 import { Button } from '@/components/ui/button';
-import { Card, CardContent, CardHeader } from '@/components/ui/card';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
+import { BrandedAuthShell } from '@/components/shared/branded-auth-shell';
+
+const MIN_LENGTH = 9;
 
 const passwordSchema = z
   .object({
-    password: z
-      .string()
-      .min(12, 'Must be at least 12 characters')
-      .regex(/[A-Z]/, 'Must contain an uppercase letter')
-      .regex(/[a-z]/, 'Must contain a lowercase letter')
-      .regex(/[0-9]/, 'Must contain a number')
-      .regex(/[^A-Za-z0-9]/, 'Must contain a special character'),
+    password: z.string().min(MIN_LENGTH, `Must be at least ${MIN_LENGTH} characters`),
     confirmPassword: z.string().min(1, 'Please confirm your password'),
   })
   .refine((data) => data.password === data.confirmPassword, {
@@ -31,25 +27,11 @@ const passwordSchema = z
 
 type SetPasswordFormData = z.infer<typeof passwordSchema>;
 
-type Requirement = {
-  label: string;
-  test: (value: string) => boolean;
-};
-
-const requirements: Requirement[] = [
-  { label: 'At least 12 characters', test: (v) => v.length >= 12 },
-  { label: 'Uppercase letter', test: (v) => /[A-Z]/.test(v) },
-  { label: 'Lowercase letter', test: (v) => /[a-z]/.test(v) },
-  { label: 'Number', test: (v) => /[0-9]/.test(v) },
-  { label: 'Special character', test: (v) => /[^A-Za-z0-9]/.test(v) },
-];
-
-export default function SetPasswordPage() {
+function SetPasswordInner() {
   const router = useRouter();
   const searchParams = useSearchParams();
   const token = searchParams.get('token');
   const [isLoading, setIsLoading] = useState(false);
-  const [passwordValue, setPasswordValue] = useState('');
 
   const {
     register,
@@ -61,7 +43,7 @@ export default function SetPasswordPage() {
 
   async function onSubmit(data: SetPasswordFormData) {
     if (!token) {
-      toast.error('Invalid or missing reset token. Please request a new password reset link.');
+      toast.error('Invalid or missing reset token. Please request a new link.');
       return;
     }
 
@@ -75,7 +57,7 @@ export default function SetPasswordPage() {
 
       if (!response.ok) {
         const body = await response.json().catch(() => ({}));
-        toast.error(body.message ?? 'Failed to set password. Please try again.');
+        toast.error(body.message ?? body.error ?? 'Failed to set password. Please try again.');
         return;
       }
 
@@ -88,74 +70,54 @@ export default function SetPasswordPage() {
     }
   }
 
+  if (!token) {
     return (
-    <div
-      className="min-h-screen flex items-center justify-center px-4"
-      style={{ backgroundColor: '#1e2844' }}
-    >
-      <Card className="w-full max-w-md">
-        <CardHeader className="space-y-1 text-center pb-6">
-          <h1 className="text-2xl font-bold tracking-tight text-foreground">Port Nimara</h1>
-          <p className="text-sm text-muted-foreground">Set your password</p>
-        </CardHeader>
-        <CardContent>
-          {!token ? (
-            <p className="text-center text-sm text-destructive">
-              Invalid or missing token. Please request a new password reset link.
+      <BrandedAuthShell>
+        <div className="text-center space-y-3">
+          <h1 className="text-xl font-semibold text-gray-900">Link is missing or invalid</h1>
+          <p className="text-sm text-gray-500">
+            Please use the link from the email we sent you. If the link is broken, ask your
+            administrator for a new one.
           </p>
-          ) : (
+          <Link href="/login" className="inline-block text-sm text-[#007bff] hover:underline">
+            Back to sign in
+          </Link>
+        </div>
+      </BrandedAuthShell>
+    );
+  }
+
+  return (
+    <BrandedAuthShell>
+      <div className="text-center mb-6">
+        <h1 className="text-xl font-semibold text-gray-900">Set your password</h1>
+        <p className="text-sm text-gray-500 mt-1">Choose a password for your CRM account</p>
+      </div>
+
       <form onSubmit={handleSubmit(onSubmit)} className="space-y-4" noValidate>
-              <div className="space-y-2">
-                <Label htmlFor="password">New Password</Label>
+        <div className="space-y-1.5">
+          <Label htmlFor="password">New password</Label>
           <Input
             id="password"
             type="password"
             autoComplete="new-password"
             disabled={isLoading}
-                  className={cn(
-                    errors.password && 'border-destructive focus-visible:ring-destructive',
-                  )}
-                  {...register('password', {
-                    onChange: (e) => setPasswordValue(e.target.value),
-                  })}
+            className={cn(errors.password && 'border-destructive focus-visible:ring-destructive')}
+            {...register('password')}
           />
-                {errors.password && (
-                  <p className="text-sm text-destructive">{errors.password.message}</p>
-                )}
-
-                <ul className="space-y-1 pt-1">
-                  {requirements.map((req) => {
-                    const met = req.test(passwordValue);
-                    return (
-                      <li
-                        key={req.label}
-                        className={cn(
-                          'flex items-center gap-2 text-xs',
-                          met ? 'text-green-600 dark:text-green-400' : 'text-muted-foreground',
-                        )}
-                      >
-                        {met ? (
-                          <CheckCircle2 className="h-3.5 w-3.5 shrink-0" />
-                        ) : (
-                          <Circle className="h-3.5 w-3.5 shrink-0" />
-                        )}
-                        {req.label}
-                      </li>
-                    );
-                  })}
-                </ul>
+          <p className="text-xs text-gray-500">At least {MIN_LENGTH} characters.</p>
+          {errors.password && <p className="text-sm text-destructive">{errors.password.message}</p>}
         </div>
 
-              <div className="space-y-2">
-                <Label htmlFor="confirmPassword">Confirm Password</Label>
+        <div className="space-y-1.5">
+          <Label htmlFor="confirmPassword">Confirm password</Label>
           <Input
             id="confirmPassword"
             type="password"
             autoComplete="new-password"
             disabled={isLoading}
             className={cn(
-                    errors.confirmPassword &&
-                      'border-destructive focus-visible:ring-destructive',
+              errors.confirmPassword && 'border-destructive focus-visible:ring-destructive',
             )}
             {...register('confirmPassword')}
           />
@@ -164,13 +126,22 @@ export default function SetPasswordPage() {
           )}
         </div>
 
-              <Button type="submit" className="w-full" disabled={isLoading}>
+        <Button
+          type="submit"
+          className="w-full bg-[#007bff] hover:bg-[#0069d9] text-white"
+          disabled={isLoading}
+        >
           {isLoading ? 'Setting password…' : 'Set password'}
         </Button>
       </form>
-          )}
-        </CardContent>
-      </Card>
-    </div>
+    </BrandedAuthShell>
+  );
+}
+
+export default function SetPasswordPage() {
+  return (
+    <Suspense fallback={<BrandedAuthShell>{null}</BrandedAuthShell>}>
+      <SetPasswordInner />
+    </Suspense>
   );
 }

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

@@ -0,0 +1,69 @@
+import {
+  SettingsFormCard,
+  type SettingFieldDef,
+} from '@/components/admin/shared/settings-form-card';
+
+const FIELDS: SettingFieldDef[] = [
+  {
+    key: 'branding_app_name',
+    label: 'App name',
+    description: 'Shown in the email subject prefix and the in-app header.',
+    type: 'string',
+    placeholder: 'Port Nimara CRM',
+    defaultValue: '',
+  },
+  {
+    key: 'branding_logo_url',
+    label: 'Logo URL',
+    description:
+      'Public HTTPS URL of the logo used in email headers and the branded auth shell. Recommended size: 240×80 PNG with transparent background.',
+    type: 'string',
+    placeholder: 'https://example.com/logo.png',
+    defaultValue: '',
+  },
+  {
+    key: 'branding_primary_color',
+    label: 'Primary color',
+    description: 'Used for buttons and links in transactional email templates.',
+    type: 'color',
+    defaultValue: '#1e293b',
+  },
+  {
+    key: 'branding_email_header_html',
+    label: 'Email header HTML',
+    description: 'Optional HTML rendered above each email body. Leave blank to use the default.',
+    type: 'html',
+    defaultValue: '',
+  },
+  {
+    key: 'branding_email_footer_html',
+    label: 'Email footer HTML',
+    description: 'Optional HTML rendered at the very bottom of each email (above the signature).',
+    type: 'html',
+    defaultValue: '',
+  },
+];
+
+export default function BrandingSettingsPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Branding</h1>
+        <p className="text-sm text-muted-foreground">
+          Logo, primary color, app name, and email header/footer HTML used by the branded auth shell
+          and outgoing email templates.
+        </p>
+      </div>
+      <SettingsFormCard
+        title="Identity"
+        description="App name, logo, and primary color."
+        fields={FIELDS.slice(0, 3)}
+      />
+      <SettingsFormCard
+        title="Email branding"
+        description="HTML fragments rendered around every transactional email."
+        fields={FIELDS.slice(3)}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,73 @@
+import {
+  SettingsFormCard,
+  type SettingFieldDef,
+} from '@/components/admin/shared/settings-form-card';
+import { DocumensoTestButton } from '@/components/admin/documenso/documenso-test-button';
+
+const API_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'documenso_api_url_override',
+    label: 'API URL override',
+    description: 'Optional. Falls back to DOCUMENSO_API_URL env when blank.',
+    type: 'string',
+    placeholder: 'https://documenso.example.com',
+    defaultValue: '',
+  },
+  {
+    key: 'documenso_api_key_override',
+    label: 'API key override',
+    description: 'Optional. Falls back to DOCUMENSO_API_KEY env when blank. Stored in plain text.',
+    type: 'password',
+    defaultValue: '',
+  },
+];
+
+const EOI_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'documenso_eoi_template_id',
+    label: 'EOI Documenso template ID',
+    description: 'Numeric template ID used by the Documenso EOI pathway.',
+    type: 'string',
+    placeholder: '12345',
+    defaultValue: '',
+  },
+  {
+    key: 'eoi_default_pathway',
+    label: 'Default EOI pathway',
+    description:
+      'Which pathway is used when an EOI is generated without an explicit choice. Documenso = signed via Documenso, In-app = filled locally with pdf-lib.',
+    type: 'select',
+    options: [
+      { value: 'documenso-template', label: 'Documenso template' },
+      { value: 'inapp', label: 'In-app (pdf-lib)' },
+    ],
+    defaultValue: 'documenso-template',
+  },
+];
+
+export default function DocumensoSettingsPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Documenso & EOI</h1>
+        <p className="text-sm text-muted-foreground">
+          API credentials and default EOI generation pathway. Use the test-connection button to
+          verify a saved configuration before relying on it.
+        </p>
+      </div>
+
+      <SettingsFormCard
+        title="Documenso API"
+        description="Per-port API credentials. Leave blank to use the global env defaults."
+        fields={API_FIELDS}
+        extra={<DocumensoTestButton />}
+      />
+
+      <SettingsFormCard
+        title="EOI generation"
+        description="Default pathway and template used when an interest's EOI is generated."
+        fields={EOI_FIELDS}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,101 @@
+import {
+  SettingsFormCard,
+  type SettingFieldDef,
+} from '@/components/admin/shared/settings-form-card';
+
+const FIELDS: SettingFieldDef[] = [
+  {
+    key: 'email_from_name',
+    label: 'From name',
+    description: 'Display name shown in the From: header on outgoing email.',
+    type: 'string',
+    placeholder: 'Port Nimara',
+    defaultValue: '',
+  },
+  {
+    key: 'email_from_address',
+    label: 'From address',
+    description: 'Sender email address. Falls back to SMTP_FROM env when blank.',
+    type: 'string',
+    placeholder: 'noreply@example.com',
+    defaultValue: '',
+  },
+  {
+    key: 'email_reply_to',
+    label: 'Reply-to address',
+    description: 'Optional Reply-To: header for replies (e.g. sales@example.com).',
+    type: 'string',
+    placeholder: 'sales@example.com',
+    defaultValue: '',
+  },
+  {
+    key: 'email_signature_html',
+    label: 'Default signature (HTML)',
+    description: 'Appended to the bottom of system-generated emails.',
+    type: 'html',
+    placeholder: '<p>—<br>The Port Nimara team</p>',
+    defaultValue: '',
+  },
+  {
+    key: 'email_footer_html',
+    label: 'Email footer (HTML)',
+    description: 'Legal/contact footer rendered at the very bottom of all emails.',
+    type: 'html',
+    placeholder: '<p style="font-size:11px;color:#888;">© Port Nimara · ul. ...</p>',
+    defaultValue: '',
+  },
+  {
+    key: 'smtp_host_override',
+    label: 'SMTP host override',
+    description: 'Optional. Falls back to SMTP_HOST env when blank.',
+    type: 'string',
+    placeholder: 'mail.example.com',
+    defaultValue: '',
+  },
+  {
+    key: 'smtp_port_override',
+    label: 'SMTP port override',
+    description: 'Optional. Falls back to SMTP_PORT env when blank.',
+    type: 'number',
+    placeholder: '587',
+    defaultValue: null,
+  },
+  {
+    key: 'smtp_user_override',
+    label: 'SMTP username override',
+    description: 'Optional. Falls back to SMTP_USER env when blank.',
+    type: 'string',
+    defaultValue: '',
+  },
+  {
+    key: 'smtp_pass_override',
+    label: 'SMTP password override',
+    description: 'Optional. Stored in plain text — only set when overriding env credentials.',
+    type: 'password',
+    defaultValue: '',
+  },
+];
+
+export default function EmailSettingsPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Email Settings</h1>
+        <p className="text-sm text-muted-foreground">
+          Per-port outgoing email configuration. SMTP credentials and the From address default to
+          environment variables when these fields are blank.
+        </p>
+      </div>
+      <SettingsFormCard
+        title="From address & signature"
+        description="Identity headers and shared HTML used by system-generated emails."
+        fields={FIELDS.slice(0, 5)}
+      />
+      <SettingsFormCard
+        title="SMTP transport overrides"
+        description="Optional per-port SMTP credentials. Leave blank to use the global env defaults."
+        fields={FIELDS.slice(5)}
+      />
+    </div>
+  );
+}

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

@@ -1,16 +1,5 @@
+import { FormTemplateList } from '@/components/admin/forms/form-template-list';
+
 export default function FormTemplatesPage() {
-  return (
-    <div className="space-y-6">
-      <div>
-        <h1 className="text-2xl font-bold text-foreground">Form Templates</h1>
-        <p className="text-muted-foreground">Create and manage intake form templates</p>
-      </div>
-      <div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
-        <p className="text-lg font-medium text-muted-foreground">Coming in Layer 3</p>
-        <p className="text-sm text-muted-foreground">
-          This feature will be implemented in the next phase.
-        </p>
-      </div>
-    </div>
-  );
+  return <FormTemplateList />;
 }

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

@@ -0,0 +1,16 @@
+import { InvitationsManager } from '@/components/admin/invitations/invitations-manager';
+
+export default function InvitationsPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Invitations</h1>
+        <p className="text-sm text-muted-foreground">
+          Send a single-use invitation to a new CRM user. The recipient sets their own password via
+          the link in the email.
+        </p>
+      </div>
+      <InvitationsManager />
+    </div>
+  );
+}

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

@@ -0,0 +1,5 @@
+import { OcrSettingsForm } from '@/components/admin/ocr-settings-form';
+
+export default function OcrSettingsPage() {
+  return <OcrSettingsForm />;
+}

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

@@ -0,0 +1,202 @@
+import Link from 'next/link';
+import {
+  Bell,
+  Briefcase,
+  Database,
+  FileText,
+  HardDrive,
+  Key,
+  LayoutDashboard,
+  Mail,
+  Palette,
+  ScrollText,
+  Settings,
+  Shield,
+  Sliders,
+  Tag,
+  Upload,
+  Users,
+  Webhook,
+} from 'lucide-react';
+
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
+
+interface AdminSection {
+  href: string;
+  label: string;
+  description: string;
+  icon: typeof Settings;
+}
+
+const SECTIONS: AdminSection[] = [
+  {
+    href: 'users',
+    label: 'Users',
+    description: 'CRM accounts, role assignments, and per-user residential access toggles.',
+    icon: Users,
+  },
+  {
+    href: 'invitations',
+    label: 'Invitations',
+    description: 'Send invitations, track pending invites, and resend or revoke them.',
+    icon: Mail,
+  },
+  {
+    href: 'roles',
+    label: 'Roles & Permissions',
+    description: 'Default permission sets and per-port role overrides.',
+    icon: Shield,
+  },
+  {
+    href: 'audit',
+    label: 'Audit Log',
+    description: 'Searchable log of every authenticated mutation in the system.',
+    icon: ScrollText,
+  },
+  {
+    href: 'email',
+    label: 'Email Settings',
+    description: 'From address, signatures, and per-port SMTP overrides.',
+    icon: Mail,
+  },
+  {
+    href: 'documenso',
+    label: 'Documenso & EOI',
+    description: 'API credentials, EOI template, and default in-app vs Documenso pathway.',
+    icon: FileText,
+  },
+  {
+    href: 'reminders',
+    label: 'Reminders',
+    description: 'Default reminder behaviour and the daily-digest delivery window.',
+    icon: Bell,
+  },
+  {
+    href: 'branding',
+    label: 'Branding',
+    description: 'App name, logo, primary color, and email header/footer HTML.',
+    icon: Palette,
+  },
+  {
+    href: 'settings',
+    label: 'System Settings',
+    description: 'Generic key/value configuration store for advanced flags.',
+    icon: Settings,
+  },
+  {
+    href: 'webhooks',
+    label: 'Webhooks',
+    description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
+    icon: Webhook,
+  },
+  {
+    href: 'forms',
+    label: 'Forms',
+    description: 'Form templates used by client-facing inquiry and intake flows.',
+    icon: Sliders,
+  },
+  {
+    href: 'templates',
+    label: 'Document Templates',
+    description: 'PDF + email templates with merge-field placeholders.',
+    icon: FileText,
+  },
+  {
+    href: 'tags',
+    label: 'Tags',
+    description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
+    icon: Tag,
+  },
+  {
+    href: 'custom-fields',
+    label: 'Custom Fields',
+    description: 'Tenant-defined fields for clients, yachts, and reservations.',
+    icon: Key,
+  },
+  {
+    href: 'reports',
+    label: 'Reports',
+    description: 'Saved analytics views and ad-hoc query results.',
+    icon: LayoutDashboard,
+  },
+  {
+    href: 'monitoring',
+    label: 'Queue Monitoring',
+    description: 'BullMQ queue health, throughput, and retry diagnostics.',
+    icon: Database,
+  },
+  {
+    href: 'import',
+    label: 'Bulk Import',
+    description: 'CSV-driven imports for clients, yachts, and reservations.',
+    icon: Upload,
+  },
+  {
+    href: 'backup',
+    label: 'Backup & Restore',
+    description: 'Database snapshots and on-demand exports.',
+    icon: HardDrive,
+  },
+  {
+    href: 'ports',
+    label: 'Ports',
+    description: 'Manage the marinas/ports this installation serves.',
+    icon: Briefcase,
+  },
+  {
+    href: 'onboarding',
+    label: 'Onboarding',
+    description: 'Initial-setup wizard for fresh ports.',
+    icon: LayoutDashboard,
+  },
+  {
+    href: 'ocr',
+    label: 'Receipt OCR',
+    description: 'Configure the AI provider used by the mobile receipt scanner.',
+    icon: ScrollText,
+  },
+];
+
+export default async function AdminLandingPage({
+  params,
+}: {
+  params: Promise<{ portSlug: string }>;
+}) {
+  const { portSlug } = await params;
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Administration</h1>
+        <p className="text-sm text-muted-foreground">
+          Per-port configuration and system administration. Each card below opens a dedicated
+          settings page.
+        </p>
+      </div>
+      <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
+        {SECTIONS.map((s) => {
+          const Icon = s.icon;
+          return (
+            <Link
+              key={s.href}
+              // eslint-disable-next-line @typescript-eslint/no-explicit-any
+              href={`/${portSlug}/admin/${s.href}` as any}
+              className="block group"
+            >
+              <Card className="h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30">
+                <CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
+                  <Icon className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary" />
+                  <div className="flex-1">
+                    <CardTitle className="text-base">{s.label}</CardTitle>
+                  </div>
+                </CardHeader>
+                <CardContent>
+                  <CardDescription>{s.description}</CardDescription>
+                </CardContent>
+              </Card>
+            </Link>
+          );
+        })}
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,78 @@
+import {
+  SettingsFormCard,
+  type SettingFieldDef,
+} from '@/components/admin/shared/settings-form-card';
+
+const DEFAULT_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'reminder_default_enabled',
+    label: 'Enable reminders by default on new interests',
+    description:
+      'When on, newly-created interests inherit reminderEnabled=true. Users can still toggle it on a per-interest basis.',
+    type: 'boolean',
+    defaultValue: false,
+  },
+  {
+    key: 'reminder_default_days',
+    label: 'Default inactivity days',
+    description:
+      "Default value for an interest's reminderDays field. Reminders fire after this many days of no contact.",
+    type: 'number',
+    placeholder: '7',
+    defaultValue: 7,
+  },
+];
+
+const DIGEST_FIELDS: SettingFieldDef[] = [
+  {
+    key: 'reminder_digest_enabled',
+    label: 'Batch reminders into a daily digest',
+    description:
+      'Off (default): reminders fire as soon as the threshold is hit. On: pending reminders are accumulated and delivered once per day at the digest time.',
+    type: 'boolean',
+    defaultValue: false,
+  },
+  {
+    key: 'reminder_digest_time',
+    label: 'Digest delivery time',
+    description: '24-hour HH:MM in the digest timezone.',
+    type: 'string',
+    placeholder: '09:00',
+    defaultValue: '09:00',
+  },
+  {
+    key: 'reminder_digest_timezone',
+    label: 'Digest timezone',
+    description: 'IANA timezone name used to interpret the delivery time (e.g. Europe/Warsaw).',
+    type: 'string',
+    placeholder: 'Europe/Warsaw',
+    defaultValue: 'Europe/Warsaw',
+  },
+];
+
+export default function ReminderSettingsPage() {
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold">Reminders</h1>
+        <p className="text-sm text-muted-foreground">
+          Default reminder behaviour for new interests and the optional daily-digest delivery
+          window. Individual users can still configure their own digest preferences in Notifications
+          → Preferences.
+        </p>
+      </div>
+
+      <SettingsFormCard
+        title="Defaults for new interests"
+        description="Applied when an interest is created without an explicit reminder configuration."
+        fields={DEFAULT_FIELDS}
+      />
+
+      <SettingsFormCard
+        title="Daily digest"
+        description="Optional batching window so reminder notifications go out once per day instead of as they fire."
+        fields={DIGEST_FIELDS}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,5 @@
+import { AlertsPageShell } from '@/components/alerts/alerts-page-shell';
+
+export default function AlertsPage() {
+  return <AlertsPageShell />;
+}

src/app/(dashboard)/[portSlug]/berth-reservations/[id]/page.tsx

@@ -0,0 +1,10 @@
+import { ReservationDetail } from '@/components/reservations/reservation-detail';
+
+interface PageProps {
+  params: Promise<{ portSlug: string; id: string }>;
+}
+
+export default async function ReservationDetailPage({ params }: PageProps) {
+  const { portSlug, id } = await params;
+  return <ReservationDetail reservationId={id} portSlug={portSlug} />;
+}

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

@@ -0,0 +1,16 @@
+import { CompanyDetail } from '@/components/companies/company-detail';
+import { auth } from '@/lib/auth';
+import { headers } from 'next/headers';
+
+interface CompanyDetailPageProps {
+  params: Promise<{ companyId: string }>;
+}
+
+export default async function CompanyDetailPage({ params }: CompanyDetailPageProps) {
+  const { companyId } = await params;
+
+  const session = await auth.api.getSession({ headers: await headers() });
+  const currentUserId = session?.user?.id;
+
+  return <CompanyDetail companyId={companyId} currentUserId={currentUserId} />;
+}

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

@@ -0,0 +1,5 @@
+import { CompanyList } from '@/components/companies/company-list';
+
+export default function CompaniesPage() {
+  return <CompanyList />;
+}

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

@@ -0,0 +1,5 @@
+import { DashboardShell } from '@/components/dashboard/dashboard-shell';
+
+export default function DashboardPage() {
+  return <DashboardShell />;
+}

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

@@ -0,0 +1,10 @@
+import { DocumentDetail } from '@/components/documents/document-detail';
+
+interface PageProps {
+  params: Promise<{ portSlug: string; id: string }>;
+}
+
+export default async function DocumentDetailPage({ params }: PageProps) {
+  const { portSlug, id } = await params;
+  return <DocumentDetail documentId={id} portSlug={portSlug} />;
+}

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

@@ -0,0 +1,138 @@
+'use client';
+
+import { useState } from 'react';
+import { Grid, List, Upload } from 'lucide-react';
+import { useQueryClient } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import { PageHeader } from '@/components/shared/page-header';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { FileGrid } from '@/components/files/file-grid';
+import { FolderTree } from '@/components/files/folder-tree';
+import { FileUploadZone } from '@/components/files/file-upload-zone';
+import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
+import { usePaginatedQuery } from '@/hooks/use-paginated-query';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { useFileBrowserStore } from '@/stores/file-browser-store';
+import { apiFetch } from '@/lib/api/client';
+import type { FileRow } from '@/components/files/file-grid';
+
+export default function DocumentsPage() {
+  const queryClient = useQueryClient();
+
+  const { viewMode, setViewMode, currentFolder, setCurrentFolder } = useFileBrowserStore();
+  const [showUpload, setShowUpload] = useState(false);
+  const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
+  const [, setRenameFile] = useState<FileRow | null>(null);
+
+  const { data, isLoading } = usePaginatedQuery<FileRow & { storagePath: string }>({
+    queryKey: ['files'],
+    endpoint: '/api/v1/files',
+    filterDefinitions: [],
+  });
+
+  useRealtimeInvalidation({
+    'file:uploaded': [['files']],
+    'file:updated': [['files']],
+    'file:deleted': [['files']],
+  });
+
+  const filesInFolder = currentFolder
+    ? data.filter((f) => f.storagePath?.includes(currentFolder))
+    : data;
+
+  const handleDownload = async (file: FileRow) => {
+    try {
+      const res = await apiFetch<{ data: { url: string; filename: string } }>(
+        `/api/v1/files/${file.id}/download`,
+      );
+      const a = document.createElement('a');
+      a.href = res.data.url;
+      a.download = res.data.filename;
+      a.click();
+    } catch {
+      // silent
+    }
+  };
+
+  const handleDelete = async (file: FileRow) => {
+    if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
+    try {
+      await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
+      queryClient.invalidateQueries({ queryKey: ['files'] });
+    } catch {
+      // silent
+    }
+  };
+
+  return (
+    <div className="flex h-full flex-col gap-4">
+      <PageHeader
+        title="Documents"
+        description="Store and manage port documents and attachments"
+        actions={
+          <div className="flex items-center gap-2">
+            <Button
+              variant="outline"
+              size="icon"
+              onClick={() => setViewMode(viewMode === 'grid' ? 'list' : 'grid')}
+            >
+              {viewMode === 'grid' ? <List className="h-4 w-4" /> : <Grid className="h-4 w-4" />}
+            </Button>
+            <PermissionGate resource="files" action="upload">
+              <Button size="sm" onClick={() => setShowUpload((v) => !v)}>
+                <Upload className="mr-1.5 h-4 w-4" />
+                Upload
+              </Button>
+            </PermissionGate>
+          </div>
+        }
+      />
+
+      {showUpload && (
+        <PermissionGate resource="files" action="upload">
+          <FileUploadZone
+            onUploadComplete={() => {
+              queryClient.invalidateQueries({ queryKey: ['files'] });
+              setShowUpload(false);
+            }}
+          />
+        </PermissionGate>
+      )}
+
+      <div className="flex flex-1 gap-4 overflow-hidden">
+        {/* Folder tree sidebar */}
+        <aside className="w-48 shrink-0 overflow-y-auto rounded-lg border bg-card p-2">
+          <p className="mb-1 px-2 text-xs font-medium text-muted-foreground uppercase tracking-wide">
+            Folders
+          </p>
+          <FolderTree
+            files={data}
+            currentFolder={currentFolder}
+            onFolderSelect={setCurrentFolder}
+          />
+        </aside>
+
+        {/* Main content */}
+        <main className="flex-1 overflow-y-auto rounded-lg border bg-card p-4">
+          <FileGrid
+            files={filesInFolder}
+            onDownload={handleDownload}
+            onPreview={setPreviewFile}
+            onRename={setRenameFile}
+            onDelete={handleDelete}
+            isLoading={isLoading}
+          />
+        </main>
+      </div>
+
+      <FilePreviewDialog
+        open={!!previewFile}
+        onOpenChange={(open) => !open && setPreviewFile(null)}
+        fileId={previewFile?.id}
+        fileName={previewFile?.filename}
+        mimeType={previewFile?.mimeType ?? undefined}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,10 @@
+import { CreateDocumentWizard } from '@/components/documents/create-document-wizard';
+
+interface PageProps {
+  params: Promise<{ portSlug: string }>;
+}
+
+export default async function NewDocumentPage({ params }: PageProps) {
+  const { portSlug } = await params;
+  return <CreateDocumentWizard portSlug={portSlug} />;
+}

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

@@ -1,142 +1,10 @@
-'use client';
+import { DocumentsHub } from '@/components/documents/documents-hub';
 
-import { useState } from 'react';
-import { Grid, List, Upload } from 'lucide-react';
-import { useQueryClient } from '@tanstack/react-query';
-
-import { Button } from '@/components/ui/button';
-import { PageHeader } from '@/components/shared/page-header';
-import { PermissionGate } from '@/components/shared/permission-gate';
-import { FileGrid } from '@/components/files/file-grid';
-import { FolderTree } from '@/components/files/folder-tree';
-import { FileUploadZone } from '@/components/files/file-upload-zone';
-import { FilePreviewDialog } from '@/components/files/file-preview-dialog';
-import { usePaginatedQuery } from '@/hooks/use-paginated-query';
-import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
-import { useFileBrowserStore } from '@/stores/file-browser-store';
-import { apiFetch } from '@/lib/api/client';
-import type { FileRow } from '@/components/files/file-grid';
-
-export default function DocumentsPage() {
-  const queryClient = useQueryClient();
-
-  const { viewMode, setViewMode, currentFolder, setCurrentFolder } = useFileBrowserStore();
-  const [showUpload, setShowUpload] = useState(false);
-  const [previewFile, setPreviewFile] = useState<FileRow | null>(null);
-  const [, setRenameFile] = useState<FileRow | null>(null);
-
-  const { data, isLoading } = usePaginatedQuery<FileRow & { storagePath: string }>({
-    queryKey: ['files'],
-    endpoint: '/api/v1/files',
-    filterDefinitions: [],
-  });
-
-  useRealtimeInvalidation({
-    'file:uploaded': [['files']],
-    'file:updated': [['files']],
-    'file:deleted': [['files']],
-  });
-
-  const filesInFolder = currentFolder
-    ? data.filter((f) => f.storagePath?.includes(currentFolder))
-    : data;
-
-  const handleDownload = async (file: FileRow) => {
-    try {
-      const res = await apiFetch<{ data: { url: string; filename: string } }>(
-        `/api/v1/files/${file.id}/download`,
-      );
-      const a = document.createElement('a');
-      a.href = res.data.url;
-      a.download = res.data.filename;
-      a.click();
-    } catch {
-      // silent
+interface PageProps {
+  params: Promise<{ portSlug: string }>;
 }
-  };
 
-  const handleDelete = async (file: FileRow) => {
-    if (!confirm(`Delete "${file.filename}"? This cannot be undone.`)) return;
-    try {
-      await apiFetch(`/api/v1/files/${file.id}`, { method: 'DELETE' });
-      queryClient.invalidateQueries({ queryKey: ['files'] });
-    } catch {
-      // silent
-    }
-  };
-
-  return (
-    <div className="flex h-full flex-col gap-4">
-      <PageHeader
-        title="Documents"
-        description="Store and manage port documents and attachments"
-        actions={
-          <div className="flex items-center gap-2">
-            <Button
-              variant="outline"
-              size="icon"
-              onClick={() => setViewMode(viewMode === 'grid' ? 'list' : 'grid')}
-            >
-              {viewMode === 'grid' ? (
-                <List className="h-4 w-4" />
-              ) : (
-                <Grid className="h-4 w-4" />
-              )}
-            </Button>
-            <PermissionGate resource="files" action="upload">
-              <Button size="sm" onClick={() => setShowUpload((v) => !v)}>
-                <Upload className="mr-1.5 h-4 w-4" />
-                Upload
-              </Button>
-            </PermissionGate>
-          </div>
-        }
-      />
-
-      {showUpload && (
-        <PermissionGate resource="files" action="upload">
-          <FileUploadZone
-            onUploadComplete={() => {
-              queryClient.invalidateQueries({ queryKey: ['files'] });
-              setShowUpload(false);
-            }}
-          />
-        </PermissionGate>
-      )}
-
-      <div className="flex flex-1 gap-4 overflow-hidden">
-        {/* Folder tree sidebar */}
-        <aside className="w-48 shrink-0 overflow-y-auto rounded-lg border bg-card p-2">
-          <p className="mb-1 px-2 text-xs font-medium text-muted-foreground uppercase tracking-wide">
-            Folders
-          </p>
-          <FolderTree
-            files={data}
-            currentFolder={currentFolder}
-            onFolderSelect={setCurrentFolder}
-          />
-        </aside>
-
-        {/* Main content */}
-        <main className="flex-1 overflow-y-auto rounded-lg border bg-card p-4">
-          <FileGrid
-            files={filesInFolder}
-            onDownload={handleDownload}
-            onPreview={setPreviewFile}
-            onRename={setRenameFile}
-            onDelete={handleDelete}
-            isLoading={isLoading}
-          />
-        </main>
-      </div>
-
-      <FilePreviewDialog
-        open={!!previewFile}
-        onOpenChange={(open) => !open && setPreviewFile(null)}
-        fileId={previewFile?.id}
-        fileName={previewFile?.filename}
-        mimeType={previewFile?.mimeType ?? undefined}
-      />
-    </div>
-  );
+export default async function DocumentsPage({ params }: PageProps) {
+  const { portSlug } = await params;
+  return <DocumentsHub portSlug={portSlug} />;
 }

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

@@ -1,16 +1,47 @@
+'use client';
+
+import { useState } from 'react';
+import { Send } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs';
+import { EmailAccountsList } from '@/components/email/email-accounts-list';
+import { EmailThreadsList } from '@/components/email/email-threads-list';
+import { ComposeDialog } from '@/components/email/compose-dialog';
+
 export default function EmailPage() {
+  const [tab, setTab] = useState('threads');
+  const [composeOpen, setComposeOpen] = useState(false);
+
   return (
     <div className="space-y-6">
+      <div className="flex items-start justify-between gap-4">
         <div>
           <h1 className="text-2xl font-bold text-foreground">Email</h1>
           <p className="text-muted-foreground">Send and manage client communications</p>
         </div>
-      <div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
-        <p className="text-lg font-medium text-muted-foreground">Coming in Layer 3</p>
-        <p className="text-sm text-muted-foreground">
-          This feature will be implemented in the next phase.
-        </p>
+        <Button onClick={() => setComposeOpen(true)}>
+          <Send className="h-4 w-4 mr-1.5" />
+          Compose
+        </Button>
       </div>
+
+      <Tabs value={tab} onValueChange={setTab}>
+        <TabsList>
+          <TabsTrigger value="threads">Inbox</TabsTrigger>
+          <TabsTrigger value="accounts">Accounts</TabsTrigger>
+        </TabsList>
+
+        <TabsContent value="threads" className="pt-4">
+          <EmailThreadsList />
+        </TabsContent>
+
+        <TabsContent value="accounts" className="pt-4">
+          <EmailAccountsList />
+        </TabsContent>
+      </Tabs>
+
+      <ComposeDialog open={composeOpen} onOpenChange={setComposeOpen} />
     </div>
   );
 }

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

@@ -19,6 +19,7 @@ import {
   SelectValue,
 } from '@/components/ui/select';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import { OwnerPicker } from '@/components/shared/owner-picker';
 import { InvoiceLineItems } from '@/components/invoices/invoice-line-items';
 import { apiFetch } from '@/lib/api/client';
 import { createInvoiceSchema, type CreateInvoiceInput } from '@/lib/validators/invoices';
@@ -55,7 +56,13 @@ export default function NewInvoicePage() {
     },
   });
 
-  const { register, handleSubmit, watch, setValue, formState: { errors } } = methods;
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    formState: { errors },
+  } = methods;
 
   const watchedValues = watch();
   const lineItems = watchedValues.lineItems ?? [];
@@ -87,7 +94,7 @@ export default function NewInvoicePage() {
   async function goNext() {
     if (step === 1) {
       const valid = await methods.trigger([
-        'clientName',
+        'billingEntity',
         'billingEmail',
         'billingAddress',
         'dueDate',
@@ -112,11 +119,7 @@ export default function NewInvoicePage() {
     <div className="max-w-2xl mx-auto space-y-6">
       {/* Header */}
       <div className="flex items-center gap-3">
-        <Button
-          variant="ghost"
-          size="sm"
-          onClick={() => router.push(`/${portSlug}/invoices`)}
-        >
+        <Button variant="ghost" size="sm" onClick={() => router.push(`/${portSlug}/invoices`)}>
           <ChevronLeft className="h-4 w-4" />
         </Button>
         <h1 className="text-xl font-semibold">New Invoice</h1>
@@ -137,16 +140,10 @@ export default function NewInvoicePage() {
             >
               {step > s.id ? <Check className="h-3.5 w-3.5" /> : s.id}
             </div>
-            <span
-              className={`text-sm ${
-                step === s.id ? 'font-medium' : 'text-muted-foreground'
-              }`}
-            >
+            <span className={`text-sm ${step === s.id ? 'font-medium' : 'text-muted-foreground'}`}>
               {s.label}
             </span>
-            {idx < STEPS.length - 1 && (
-              <div className="w-8 h-px bg-border mx-1" />
-            )}
+            {idx < STEPS.length - 1 && <div className="w-8 h-px bg-border mx-1" />}
           </div>
         ))}
       </div>
@@ -160,18 +157,29 @@ export default function NewInvoicePage() {
                 <CardTitle className="text-base">Client Information</CardTitle>
               </CardHeader>
               <CardContent className="space-y-4">
-                <div className="space-y-1">
-                  <Label htmlFor="clientName">
-                    Client Name <span className="text-destructive">*</span>
+                <div className="space-y-2">
+                  <Label>
+                    Billing entity <span className="text-destructive">*</span>
                   </Label>
-                  <Input
-                    id="clientName"
-                    {...register('clientName')}
-                    placeholder="Client or company name"
+                  <OwnerPicker
+                    value={watchedValues.billingEntity ?? null}
+                    onChange={(ref) => {
+                      if (ref) {
+                        setValue('billingEntity', ref, { shouldValidate: true });
+                      }
+                    }}
                   />
-                  {errors.clientName && (
-                    <p className="text-xs text-destructive">{errors.clientName.message}</p>
+                  {errors.billingEntity && (
+                    <p className="text-xs text-destructive">
+                      {errors.billingEntity.message ??
+                        errors.billingEntity.id?.message ??
+                        errors.billingEntity.type?.message}
+                    </p>
                   )}
+                  <p className="text-xs text-muted-foreground">
+                    Select the client or company to invoice. Their name will be snapshotted into the
+                    invoice.
+                  </p>
                 </div>
 
                 <div className="space-y-1">
@@ -202,11 +210,7 @@ export default function NewInvoicePage() {
                     <Label htmlFor="dueDate">
                       Due Date <span className="text-destructive">*</span>
                     </Label>
-                    <Input
-                      id="dueDate"
-                      type="date"
-                      {...register('dueDate')}
-                    />
+                    <Input id="dueDate" type="date" {...register('dueDate')} />
                     {errors.dueDate && (
                       <p className="text-xs text-destructive">{errors.dueDate.message}</p>
                     )}
@@ -216,7 +220,9 @@ export default function NewInvoicePage() {
                     <Label>Payment Terms</Label>
                     <Select
                       defaultValue="net30"
-                      onValueChange={(v) => setValue('paymentTerms', v as CreateInvoiceInput['paymentTerms'])}
+                      onValueChange={(v) =>
+                        setValue('paymentTerms', v as CreateInvoiceInput['paymentTerms'])
+                      }
                     >
                       <SelectTrigger>
                         <SelectValue placeholder="Select terms" />
@@ -284,8 +290,19 @@ export default function NewInvoicePage() {
               <CardContent className="space-y-4">
                 <div className="grid grid-cols-2 gap-4 text-sm">
                   <div>
-                    <span className="text-muted-foreground">Client</span>
-                    <p className="font-medium mt-0.5">{watchedValues.clientName}</p>
+                    <span className="text-muted-foreground">Billing Entity</span>
+                    <p className="font-medium mt-0.5">
+                      {watchedValues.billingEntity ? (
+                        <>
+                          <span className="capitalize">{watchedValues.billingEntity.type}</span>{' '}
+                          <span className="text-xs opacity-60">
+                            {watchedValues.billingEntity.id.slice(0, 12)}
+                          </span>
+                        </>
+                      ) : (
+                        <span className="text-muted-foreground italic">Not selected</span>
+                      )}
+                    </p>
                   </div>
                   <div>
                     <span className="text-muted-foreground">Due Date</span>
@@ -293,9 +310,7 @@ export default function NewInvoicePage() {
                   </div>
                   <div>
                     <span className="text-muted-foreground">Payment Terms</span>
-                    <p className="font-medium mt-0.5 capitalize">
-                      {watchedValues.paymentTerms}
-                    </p>
+                    <p className="font-medium mt-0.5 capitalize">{watchedValues.paymentTerms}</p>
                   </div>
                   <div>
                     <span className="text-muted-foreground">Currency</span>
@@ -354,12 +369,7 @@ export default function NewInvoicePage() {
 
           {/* Navigation */}
           <div className="flex items-center justify-between">
-            <Button
-              type="button"
-              variant="outline"
-              onClick={goBack}
-              disabled={step === 1}
-            >
+            <Button type="button" variant="outline" onClick={goBack} disabled={step === 1}>
               <ChevronLeft className="mr-1.5 h-4 w-4" />
               Back
             </Button>

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

@@ -0,0 +1,17 @@
+import { NotificationPreferencesForm } from '@/components/notifications/notification-preferences-form';
+import { ReminderDigestForm } from '@/components/notifications/reminder-digest-form';
+
+export default function NotificationPreferencesPage() {
+  return (
+    <div className="max-w-2xl mx-auto py-6 space-y-6">
+      <div>
+        <h1 className="text-2xl font-bold">Notification Preferences</h1>
+        <p className="text-sm text-muted-foreground">
+          Choose which notifications you receive and how.
+        </p>
+      </div>
+      <NotificationPreferencesForm />
+      <ReminderDigestForm />
+    </div>
+  );
+}

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

@@ -1,5 +1,7 @@
-import { DashboardShell } from '@/components/dashboard/dashboard-shell';
+import { redirect } from 'next/navigation';
 
-export default function DashboardPage() {
-  return <DashboardShell />;
+export default async function PortIndexPage({ params }: { params: Promise<{ portSlug: string }> }) {
+  const { portSlug } = await params;
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  redirect(`/${portSlug}/dashboard` as any);
 }

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

@@ -0,0 +1,10 @@
+import { ResidentialClientDetail } from '@/components/residential/residential-client-detail';
+
+interface Props {
+  params: Promise<{ id: string }>;
+}
+
+export default async function ResidentialClientDetailPage({ params }: Props) {
+  const { id } = await params;
+  return <ResidentialClientDetail clientId={id} />;
+}

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

@@ -0,0 +1,5 @@
+import { ResidentialClientsList } from '@/components/residential/residential-clients-list';
+
+export default function ResidentialClientsPage() {
+  return <ResidentialClientsList />;
+}

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

@@ -0,0 +1,10 @@
+import { ResidentialInterestDetail } from '@/components/residential/residential-interest-detail';
+
+interface Props {
+  params: Promise<{ id: string }>;
+}
+
+export default async function ResidentialInterestDetailPage({ params }: Props) {
+  const { id } = await params;
+  return <ResidentialInterestDetail interestId={id} />;
+}

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

@@ -0,0 +1,5 @@
+import { ResidentialInterestsList } from '@/components/residential/residential-interests-list';
+
+export default function ResidentialInterestsPage() {
+  return <ResidentialInterestsList />;
+}

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

@@ -0,0 +1,16 @@
+import { YachtDetail } from '@/components/yachts/yacht-detail';
+import { auth } from '@/lib/auth';
+import { headers } from 'next/headers';
+
+interface YachtDetailPageProps {
+  params: Promise<{ yachtId: string }>;
+}
+
+export default async function YachtDetailPage({ params }: YachtDetailPageProps) {
+  const { yachtId } = await params;
+
+  const session = await auth.api.getSession({ headers: await headers() });
+  const currentUserId = session?.user?.id;
+
+  return <YachtDetail yachtId={yachtId} currentUserId={currentUserId} />;
+}

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

@@ -0,0 +1,5 @@
+import { YachtList } from '@/components/yachts/yacht-list';
+
+export default function YachtsPage() {
+  return <YachtList />;
+}

src/app/(dashboard)/layout.tsx

@@ -4,7 +4,8 @@ import { eq } from 'drizzle-orm';
 
 import { auth } from '@/lib/auth';
 import { db } from '@/lib/db';
-import { userPortRoles } from '@/lib/db/schema/users';
+import { ports as portsTable } from '@/lib/db/schema/ports';
+import { userPortRoles, userProfiles } from '@/lib/db/schema/users';
 import { QueryProvider } from '@/providers/query-provider';
 import { SocketProvider } from '@/providers/socket-provider';
 import { PortProvider } from '@/providers/port-provider';
@@ -16,26 +17,44 @@ export default async function DashboardLayout({ children }: { children: React.Re
   const session = await auth.api.getSession({ headers: await headers() });
   if (!session?.user) redirect('/login');
 
-  // Load user's port assignments for PortProvider
+  // Super admins have implicit access to every port; everyone else only sees
+  // ports they have an explicit user_port_roles row for.
+  const profile = await db.query.userProfiles.findFirst({
+    where: eq(userProfiles.userId, session.user.id),
+  });
+
   const portRoles = await db.query.userPortRoles.findMany({
     where: eq(userPortRoles.userId, session.user.id),
     with: { port: true, role: true },
   });
 
-  const ports = portRoles.map((pr) => pr.port);
+  const ports = profile?.isSuperAdmin
+    ? await db.query.ports.findMany({ orderBy: portsTable.name })
+    : portRoles.map((pr) => pr.port);
 
   return (
     <QueryProvider>
-      <PortProvider ports={ports} defaultPortId={portRoles[0]?.port.id ?? null}>
+      <PortProvider ports={ports} defaultPortId={ports[0]?.id ?? null}>
         <PermissionsProvider>
           <SocketProvider>
             <div className="flex h-screen overflow-hidden bg-background">
-              <Sidebar portRoles={portRoles} />
+              <Sidebar
+                portRoles={portRoles}
+                isSuperAdmin={profile?.isSuperAdmin ?? false}
+                user={{
+                  name: profile?.displayName ?? session.user.name ?? session.user.email,
+                  email: session.user.email,
+                }}
+              />
               <div className="flex-1 flex flex-col overflow-hidden min-w-0">
-                <Topbar ports={ports} />
-                <main className="flex-1 overflow-y-auto bg-background p-6">
-                  {children}
-                </main>
+                <Topbar
+                  ports={ports}
+                  user={{
+                    name: profile?.displayName ?? session.user.name ?? session.user.email,
+                    email: session.user.email,
+                  }}
+                />
+                <main className="flex-1 overflow-y-auto bg-background p-6">{children}</main>
               </div>
             </div>
           </SocketProvider>

src/app/(portal)/portal/activate/page.tsx

@@ -0,0 +1,24 @@
+import { Suspense } from 'react';
+
+import { PasswordSetForm } from '@/components/portal/password-set-form';
+
+export default function PortalActivatePage() {
+  return (
+    <Suspense
+      fallback={
+        <div className="min-h-screen flex items-center justify-center bg-gray-50 text-sm text-gray-500">
+          Loading…
+        </div>
+      }
+    >
+      <PasswordSetForm
+        endpoint="/api/portal/auth/activate"
+        title="Activate your account"
+        description="Welcome — choose a password to finish setting up your client portal account."
+        successTitle="Account activated"
+        successDescription="You can now sign in with your new password."
+        submitLabel="Activate account"
+      />
+    </Suspense>
+  );
+}

src/app/(portal)/portal/dashboard/page.tsx

@@ -1,5 +1,5 @@
 import { redirect } from 'next/navigation';
-import { Anchor, FileText, Receipt } from 'lucide-react';
+import { Anchor, FileText, Receipt, Sailboat, Building2, CalendarCheck } from 'lucide-react';
 import type { Metadata } from 'next';
 
 import { getPortalSession } from '@/lib/portal/auth';
@@ -21,15 +21,12 @@ export default async function PortalDashboardPage() {
         <h1 className="text-2xl font-semibold text-gray-900">
           Welcome back, {dashboard.client.fullName.split(' ')[0]}
         </h1>
-        {dashboard.client.companyName && (
-          <p className="text-gray-500 mt-0.5">{dashboard.client.companyName}</p>
-        )}
-        {dashboard.client.yachtName && (
-          <p className="text-sm text-gray-400 mt-0.5">Vessel: {dashboard.client.yachtName}</p>
+        {dashboard.client.nationality && (
+          <p className="text-sm text-gray-400 mt-0.5">{dashboard.client.nationality}</p>
         )}
       </div>
 
-      <div className="grid grid-cols-1 sm:grid-cols-3 gap-4">
+      <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
         <PortalCard
           title="Berth Interests"
           value={dashboard.counts.interests}
@@ -51,13 +48,33 @@ export default async function PortalDashboardPage() {
           icon={Receipt}
           href="/portal/invoices"
         />
+        <PortalCard
+          title="My Yachts"
+          value={dashboard.counts.yachts}
+          description="Vessels you own directly or through a company"
+          icon={Sailboat}
+          href="/portal/my-yachts"
+        />
+        <PortalCard
+          title="My Memberships"
+          value={dashboard.counts.memberships}
+          description="Companies where you hold an active role"
+          icon={Building2}
+        />
+        <PortalCard
+          title="My Active Reservations"
+          value={dashboard.counts.activeReservations}
+          description="Current and pending berth reservations"
+          icon={CalendarCheck}
+          href="/portal/my-reservations"
+        />
       </div>
 
       <div className="bg-white rounded-lg border p-6">
         <h2 className="text-sm font-medium text-gray-700 mb-1">Need assistance?</h2>
         <p className="text-sm text-gray-500">
-          Contact the {dashboard.port.name} team directly. This portal provides a read-only view
-          of your account. All changes must be made through your port contact.
+          Contact the {dashboard.port.name} team directly. This portal provides a read-only view of
+          your account. All changes must be made through your port contact.
         </p>
       </div>
     </div>

src/app/(portal)/portal/forgot-password/page.tsx

@@ -0,0 +1,105 @@
+'use client';
+
+import Link from 'next/link';
+import { useState } from 'react';
+import { CheckCircle2, Loader2 } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { BrandedAuthShell } from '@/components/shared/branded-auth-shell';
+
+export default function PortalForgotPasswordPage() {
+  const [email, setEmail] = useState('');
+  const [loading, setLoading] = useState(false);
+  const [submitted, setSubmitted] = useState(false);
+
+  async function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    setLoading(true);
+    try {
+      // Always returns 200 — caller never sees whether email exists.
+      await fetch('/api/portal/auth/forgot-password', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({ email }),
+      });
+    } finally {
+      setSubmitted(true);
+      setLoading(false);
+    }
+  }
+
+  if (submitted) {
+    return (
+      <BrandedAuthShell>
+        <div className="text-center">
+          <div className="inline-flex items-center justify-center w-14 h-14 rounded-full bg-green-50 mb-4">
+            <CheckCircle2 className="h-7 w-7 text-green-600" />
+          </div>
+          <h1 className="text-xl font-semibold text-gray-900 mb-2">Check your email</h1>
+          <p className="text-sm text-gray-500 leading-relaxed">
+            If <strong>{email}</strong> matches a portal account, we&apos;ve sent a reset link. The
+            link expires in 30 minutes.
+          </p>
+          <Link
+            href="/portal/login"
+            className="mt-6 inline-block text-sm text-[#007bff] hover:underline"
+          >
+            Back to sign in
+          </Link>
+        </div>
+      </BrandedAuthShell>
+    );
+  }
+
+  return (
+    <BrandedAuthShell>
+      <div className="text-center mb-6">
+        <h1 className="text-xl font-semibold text-gray-900">Reset your password</h1>
+        <p className="text-sm text-gray-500 mt-1">
+          Enter your email and we&apos;ll send you a reset link.
+        </p>
+      </div>
+
+      <form onSubmit={handleSubmit} className="space-y-4">
+        <div className="space-y-1.5">
+          <Label htmlFor="email">Email address</Label>
+          <Input
+            id="email"
+            type="email"
+            placeholder="you@example.com"
+            value={email}
+            onChange={(e) => setEmail(e.target.value)}
+            required
+            autoFocus
+            autoComplete="email"
+            disabled={loading}
+          />
+        </div>
+
+        <Button
+          type="submit"
+          className="w-full bg-[#007bff] hover:bg-[#0069d9] text-white"
+          disabled={loading || !email}
+        >
+          {loading ? (
+            <>
+              <Loader2 className="h-4 w-4 mr-2 animate-spin" />
+              Sending…
+            </>
+          ) : (
+            'Send reset link'
+          )}
+        </Button>
+
+        <p className="text-center text-sm text-gray-500">
+          Remember your password?{' '}
+          <Link href="/portal/login" className="text-[#007bff] hover:underline">
+            Sign in
+          </Link>
+        </p>
+      </form>
+    </BrandedAuthShell>
+  );
+}

src/app/(portal)/portal/login/page.tsx

@@ -1,15 +1,23 @@
 'use client';
 
+import Link from 'next/link';
+import { useRouter, useSearchParams } from 'next/navigation';
 import { useState } from 'react';
-import { Mail, Loader2 } from 'lucide-react';
+import { Loader2 } from 'lucide-react';
+
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
+import { BrandedAuthShell } from '@/components/shared/branded-auth-shell';
 
 export default function PortalLoginPage() {
+  const router = useRouter();
+  const search = useSearchParams();
+  const next = search.get('next') ?? '/portal/dashboard';
+
   const [email, setEmail] = useState('');
+  const [password, setPassword] = useState('');
   const [loading, setLoading] = useState(false);
-  const [submitted, setSubmitted] = useState(false);
   const [error, setError] = useState('');
 
   async function handleSubmit(e: React.FormEvent) {
@@ -18,59 +26,33 @@ export default function PortalLoginPage() {
     setLoading(true);
 
     try {
-      const res = await fetch('/api/portal/auth/request', {
+      const res = await fetch('/api/portal/auth/sign-in', {
         method: 'POST',
         headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({ email }),
+        body: JSON.stringify({ email, password }),
       });
 
       if (!res.ok) {
         const data = await res.json().catch(() => ({}));
-        setError((data as { error?: string }).error ?? 'Something went wrong. Please try again.');
+        setError((data as { error?: string }).error ?? 'Invalid email or password');
         return;
       }
 
-      setSubmitted(true);
+      // typedRoutes: `next` is a runtime string we can't statically check.
+      router.replace(next as never);
+      router.refresh();
     } catch {
-      setError('Unable to connect. Please check your connection and try again.');
+      setError('Unable to connect. Please try again.');
     } finally {
       setLoading(false);
     }
   }
 
-  if (submitted) {
   return (
-      <div className="min-h-screen flex items-center justify-center bg-gray-50 px-4">
-        <div className="w-full max-w-md text-center">
-          <div className="inline-flex items-center justify-center w-14 h-14 rounded-full bg-green-50 mb-4">
-            <Mail className="h-7 w-7 text-green-600" />
-          </div>
-          <h1 className="text-xl font-semibold text-gray-900 mb-2">Check your email</h1>
-          <p className="text-gray-500 text-sm leading-relaxed">
-            If <strong>{email}</strong> is associated with a client account, you will receive a
-            sign-in link shortly. The link expires in 24 hours.
-          </p>
-          <button
-            type="button"
-            onClick={() => { setSubmitted(false); setEmail(''); }}
-            className="mt-6 text-sm text-[#1e2844] hover:underline"
-          >
-            Try a different email
-          </button>
-        </div>
-      </div>
-    );
-  }
-
-  return (
-    <div className="min-h-screen flex items-center justify-center bg-gray-50 px-4">
-      <div className="w-full max-w-sm">
-        <div className="bg-white rounded-lg border p-8 shadow-sm">
+    <BrandedAuthShell>
       <div className="text-center mb-6">
         <h1 className="text-xl font-semibold text-gray-900">Client Portal</h1>
-            <p className="text-sm text-gray-500 mt-1">
-              Enter your email to receive a sign-in link
-            </p>
+        <p className="text-sm text-gray-500 mt-1">Sign in to your account</p>
       </div>
 
       <form onSubmit={handleSubmit} className="space-y-4">
@@ -84,35 +66,50 @@ export default function PortalLoginPage() {
             onChange={(e) => setEmail(e.target.value)}
             required
             autoFocus
+            autoComplete="email"
             disabled={loading}
           />
         </div>
 
-            {error && (
-              <p className="text-sm text-red-600">{error}</p>
-            )}
+        <div className="space-y-1.5">
+          <div className="flex items-center justify-between">
+            <Label htmlFor="password">Password</Label>
+            <Link href="/portal/forgot-password" className="text-xs text-[#007bff] hover:underline">
+              Forgot password?
+            </Link>
+          </div>
+          <Input
+            id="password"
+            type="password"
+            value={password}
+            onChange={(e) => setPassword(e.target.value)}
+            required
+            autoComplete="current-password"
+            disabled={loading}
+          />
+        </div>
+
+        {error && <p className="text-sm text-red-600">{error}</p>}
 
         <Button
           type="submit"
-              className="w-full bg-[#1e2844] hover:bg-[#1e2844]/90 text-white"
-              disabled={loading || !email}
+          className="w-full bg-[#007bff] hover:bg-[#0069d9] text-white"
+          disabled={loading || !email || !password}
         >
           {loading ? (
             <>
               <Loader2 className="h-4 w-4 mr-2 animate-spin" />
-                  Sending link...
+              Signing in…
             </>
           ) : (
-                'Send sign-in link'
+            'Sign in'
           )}
         </Button>
       </form>
-        </div>
 
-        <p className="text-center text-xs text-gray-400 mt-4">
+      <p className="text-center text-xs text-gray-400 mt-6">
         This portal is for existing clients only.
       </p>
-      </div>
-    </div>
+    </BrandedAuthShell>
   );
 }

src/app/(portal)/portal/my-reservations/page.tsx

@@ -0,0 +1,83 @@
+import { redirect } from 'next/navigation';
+import { CalendarCheck } from 'lucide-react';
+import type { Metadata } from 'next';
+
+import { getPortalSession } from '@/lib/portal/auth';
+import { getPortalUserReservations } from '@/lib/services/portal.service';
+import { Badge } from '@/components/ui/badge';
+
+export const metadata: Metadata = { title: 'My Reservations' };
+
+const STATUS_COLORS: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {
+  pending: 'secondary',
+  active: 'default',
+  ended: 'outline',
+  cancelled: 'destructive',
+};
+
+const TENURE_LABELS: Record<string, string> = {
+  permanent: 'Permanent',
+  fixed_term: 'Fixed term',
+  seasonal: 'Seasonal',
+};
+
+function formatDate(d: Date | string): string {
+  return new Date(d).toLocaleDateString('en-US', {
+    year: 'numeric',
+    month: 'short',
+    day: 'numeric',
+  });
+}
+
+export default async function PortalMyReservationsPage() {
+  const session = await getPortalSession();
+  if (!session) redirect('/portal/login');
+
+  const reservations = await getPortalUserReservations(session.clientId, session.portId);
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold text-gray-900">My Reservations</h1>
+        <p className="text-sm text-gray-500 mt-1">Your current and pending berth reservations</p>
+      </div>
+
+      {reservations.length === 0 ? (
+        <div className="bg-white rounded-lg border p-12 text-center">
+          <CalendarCheck className="h-10 w-10 text-gray-300 mx-auto mb-3" />
+          <p className="text-gray-500 font-medium">No active reservations</p>
+          <p className="text-sm text-gray-400 mt-1">
+            Contact your port representative to discuss reservations.
+          </p>
+        </div>
+      ) : (
+        <div className="space-y-3">
+          {reservations.map((r) => (
+            <div key={r.id} className="bg-white rounded-lg border p-5">
+              <div className="flex items-start justify-between gap-4">
+                <div className="flex-1 min-w-0">
+                  <div className="flex items-center gap-2 mb-1">
+                    <span className="font-medium text-gray-900">{r.yachtName ?? 'Yacht'}</span>
+                    {r.berthMooringNumber && (
+                      <span className="text-sm text-gray-400">— Berth {r.berthMooringNumber}</span>
+                    )}
+                  </div>
+                  <p className="text-sm text-gray-500">
+                    {TENURE_LABELS[r.tenureType] ?? r.tenureType}
+                  </p>
+                  <div className="flex flex-wrap gap-3 mt-2 text-xs text-gray-400">
+                    <span>
+                      From {formatDate(r.startDate)}
+                      {r.endDate ? ` to ${formatDate(r.endDate)}` : ' · ongoing'}
+                    </span>
+                  </div>
+                </div>
+                <Badge variant={STATUS_COLORS[r.status] ?? 'default'}>{r.status}</Badge>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

src/app/(portal)/portal/my-yachts/page.tsx

@@ -0,0 +1,77 @@
+import { redirect } from 'next/navigation';
+import { Sailboat } from 'lucide-react';
+import type { Metadata } from 'next';
+
+import { getPortalSession } from '@/lib/portal/auth';
+import { getPortalUserYachts } from '@/lib/services/portal.service';
+import { Badge } from '@/components/ui/badge';
+
+export const metadata: Metadata = { title: 'My Yachts' };
+
+const STATUS_COLORS: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {
+  active: 'default',
+  retired: 'secondary',
+  sold_away: 'outline',
+};
+
+export default async function PortalMyYachtsPage() {
+  const session = await getPortalSession();
+  if (!session) redirect('/portal/login');
+
+  const yachts = await getPortalUserYachts(session.clientId, session.portId);
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-semibold text-gray-900">My Yachts</h1>
+        <p className="text-sm text-gray-500 mt-1">Vessels you own directly or through a company</p>
+      </div>
+
+      {yachts.length === 0 ? (
+        <div className="bg-white rounded-lg border p-12 text-center">
+          <Sailboat className="h-10 w-10 text-gray-300 mx-auto mb-3" />
+          <p className="text-gray-500 font-medium">No yachts on file</p>
+          <p className="text-sm text-gray-400 mt-1">
+            Yachts owned by you or a company you are a member of will appear here.
+          </p>
+        </div>
+      ) : (
+        <div className="space-y-3">
+          {yachts.map((y) => (
+            <div key={y.id} className="bg-white rounded-lg border p-5">
+              <div className="flex items-start gap-4">
+                <Sailboat className="h-5 w-5 text-gray-400 mt-0.5 flex-shrink-0" />
+                <div className="flex-1 min-w-0">
+                  <div className="flex items-start justify-between gap-4 flex-wrap">
+                    <div className="flex-1 min-w-0">
+                      <p className="font-medium text-gray-900 truncate">{y.name}</p>
+                      <p className="text-sm text-gray-500 mt-0.5">
+                        {y.hullNumber ? `Hull ${y.hullNumber}` : 'No hull number'}
+                        {y.flag ? ` · ${y.flag}` : ''}
+                        {y.yearBuilt ? ` · ${y.yearBuilt}` : ''}
+                      </p>
+                      {y.ownerContext === 'company' && y.ownerCompanyName && (
+                        <p className="text-xs text-[#1e2844] mt-2">Owned by {y.ownerCompanyName}</p>
+                      )}
+                    </div>
+                    <Badge variant={STATUS_COLORS[y.status] ?? 'default'}>
+                      {y.status.replace(/_/g, ' ')}
+                    </Badge>
+                  </div>
+
+                  {(y.lengthFt || y.widthFt || y.registration) && (
+                    <div className="flex flex-wrap gap-3 mt-3 text-xs text-gray-400">
+                      {y.registration && <span>Reg: {y.registration}</span>}
+                      {y.lengthFt && <span>Length: {y.lengthFt}ft</span>}
+                      {y.widthFt && <span>Beam: {y.widthFt}ft</span>}
+                    </div>
+                  )}
+                </div>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

src/app/(portal)/portal/reset-password/page.tsx

@@ -0,0 +1,24 @@
+import { Suspense } from 'react';
+
+import { PasswordSetForm } from '@/components/portal/password-set-form';
+
+export default function PortalResetPasswordPage() {
+  return (
+    <Suspense
+      fallback={
+        <div className="min-h-screen flex items-center justify-center bg-gray-50 text-sm text-gray-500">
+          Loading…
+        </div>
+      }
+    >
+      <PasswordSetForm
+        endpoint="/api/portal/auth/reset-password"
+        title="Choose a new password"
+        description="Enter a new password to regain access to your client portal."
+        successTitle="Password updated"
+        successDescription="You can now sign in with your new password."
+        submitLabel="Update password"
+      />
+    </Suspense>
+  );
+}

src/app/(portal)/portal/verify/page.tsx

@@ -1,35 +0,0 @@
-'use client';
-
-import { useEffect, useRef } from 'react';
-import { useRouter, useSearchParams } from 'next/navigation';
-import { Loader2 } from 'lucide-react';
-
-export default function PortalVerifyPage() {
-  const router = useRouter();
-  const searchParams = useSearchParams();
-  const calledRef = useRef(false);
-
-  useEffect(() => {
-    if (calledRef.current) return;
-    calledRef.current = true;
-
-    const token = searchParams.get('token');
-
-    if (!token) {
-      router.replace('/portal/login?error=missing_token');
-      return;
-    }
-
-    // Redirect to the verify API route which will set the cookie and redirect
-    window.location.href = `/api/portal/auth/verify?token=${encodeURIComponent(token)}`;
-  }, [searchParams, router]);
-
-  return (
-    <div className="min-h-screen flex items-center justify-center bg-gray-50">
-      <div className="text-center">
-        <Loader2 className="h-8 w-8 animate-spin text-[#1e2844] mx-auto mb-3" />
-        <p className="text-sm text-gray-500">Verifying your access...</p>
-      </div>
-    </div>
-  );
-}

src/app/(scanner)/[portSlug]/scan/layout.tsx

@@ -0,0 +1,50 @@
+import { redirect } from 'next/navigation';
+import { headers } from 'next/headers';
+
+import { auth } from '@/lib/auth';
+import { db } from '@/lib/db';
+import { ports as portsTable } from '@/lib/db/schema/ports';
+import { QueryProvider } from '@/providers/query-provider';
+import { PortProvider } from '@/providers/port-provider';
+import { eq } from 'drizzle-orm';
+
+/**
+ * Minimal layout for the mobile receipt-scanner PWA. No sidebar, no
+ * topbar — the scanner is its own contained surface. Adds the PWA
+ * manifest link + theme color so iOS/Android pick up "Add to Home
+ * Screen". Auth check matches the dashboard layout so unauthorized
+ * users still bounce to /login.
+ */
+export default async function ScannerLayout({
+  children,
+  params,
+}: {
+  children: React.ReactNode;
+  params: Promise<{ portSlug: string }>;
+}) {
+  const session = await auth.api.getSession({ headers: await headers() });
+  if (!session?.user) redirect('/login');
+
+  const { portSlug } = await params;
+  const port = await db.query.ports.findFirst({
+    where: eq(portsTable.slug, portSlug),
+  });
+  if (!port) redirect('/login');
+
+  return (
+    <QueryProvider>
+      <PortProvider ports={port ? [port] : []} defaultPortId={port?.id ?? null}>
+        <head>
+          <link rel="manifest" href={`/${portSlug}/scan/manifest.webmanifest`} />
+          <meta name="theme-color" content="#3a7bc8" />
+          <meta name="mobile-web-app-capable" content="yes" />
+          <meta name="apple-mobile-web-app-capable" content="yes" />
+          <meta name="apple-mobile-web-app-status-bar-style" content="default" />
+          <meta name="apple-mobile-web-app-title" content="PN Scanner" />
+          <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover" />
+        </head>
+        <div className="min-h-[100dvh] bg-background">{children}</div>
+      </PortProvider>
+    </QueryProvider>
+  );
+}

src/app/(scanner)/[portSlug]/scan/manifest.webmanifest/route.ts

@@ -0,0 +1,45 @@
+import { NextResponse } from 'next/server';
+import { eq } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+
+/**
+ * Per-port PWA manifest. Scoped to `/<portSlug>/scan` so the install
+ * only covers the scanner page, not the rest of the CRM. Each port
+ * gets its own homescreen icon labeled with its name.
+ */
+export async function GET(_req: Request, { params }: { params: Promise<{ portSlug: string }> }) {
+  const { portSlug } = await params;
+  const port = await db.query.ports.findFirst({ where: eq(ports.slug, portSlug) });
+  const portName = port?.name ?? 'Port Nimara';
+
+  const manifest = {
+    name: `${portName} — Scanner`,
+    short_name: 'Scanner',
+    description: `Capture and submit expense receipts for ${portName}.`,
+    start_url: `/${portSlug}/scan`,
+    scope: `/${portSlug}/scan`,
+    display: 'standalone',
+    orientation: 'portrait',
+    background_color: '#ffffff',
+    theme_color: '#3a7bc8',
+    icons: [
+      { src: '/icon-192.png', sizes: '192x192', type: 'image/png' },
+      { src: '/icon-512.png', sizes: '512x512', type: 'image/png' },
+      {
+        src: '/icon-512-maskable.png',
+        sizes: '512x512',
+        type: 'image/png',
+        purpose: 'maskable',
+      },
+    ],
+  };
+
+  return NextResponse.json(manifest, {
+    headers: {
+      'Content-Type': 'application/manifest+json',
+      'Cache-Control': 'public, max-age=300, must-revalidate',
+    },
+  });
+}

src/app/(scanner)/[portSlug]/scan/page.tsx

@@ -0,0 +1,11 @@
+import type { Metadata } from 'next';
+
+import { ScanShell } from '@/components/scan/scan-shell';
+
+export const metadata: Metadata = {
+  title: 'Scan receipt — Port Nimara',
+};
+
+export default function ScanPage() {
+  return <ScanShell />;
+}

src/app/api/auth/set-password/route.ts

@@ -0,0 +1,37 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { errorResponse } from '@/lib/errors';
+import { consumeCrmInvite } from '@/lib/services/crm-invite.service';
+
+const bodySchema = z.object({
+  token: z.string().min(1),
+  password: z.string().min(9),
+});
+
+export async function POST(req: NextRequest): Promise<NextResponse> {
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ message: 'Invalid request body' }, { status: 400 });
+  }
+
+  const parsed = bodySchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { message: parsed.error.errors[0]?.message ?? 'Invalid input' },
+      { status: 400 },
+    );
+  }
+
+  try {
+    const result = await consumeCrmInvite({
+      token: parsed.data.token,
+      password: parsed.data.password,
+    });
+    return NextResponse.json({ success: true, email: result.email });
+  } catch (err) {
+    return errorResponse(err);
+  }
+}

src/app/api/health/route.ts

@@ -1,68 +1,15 @@
 import { NextResponse } from 'next/server';
-import { db } from '@/lib/db';
-import { redis } from '@/lib/redis';
-import { minioClient } from '@/lib/minio';
-import { env } from '@/lib/env';
-import { sql } from 'drizzle-orm';
 
-type CheckStatus = 'ok' | 'error';
-
-interface HealthChecks {
-  postgres: CheckStatus;
-  redis: CheckStatus;
-  minio: CheckStatus;
-}
-
-interface HealthResponse {
-  status: 'healthy' | 'degraded';
-  checks: HealthChecks;
-  timestamp: string;
-}
-
-export async function GET(): Promise<NextResponse<HealthResponse>> {
-  const checks: HealthChecks = {
-    postgres: 'error',
-    redis: 'error',
-    minio: 'error',
-  };
-
-  await Promise.allSettled([
-    db
-      .execute(sql`SELECT 1`)
-      .then(() => {
-        checks.postgres = 'ok';
-      })
-      .catch(() => {
-        checks.postgres = 'error';
-      }),
-
-    redis
-      .ping()
-      .then(() => {
-        checks.redis = 'ok';
-      })
-      .catch(() => {
-        checks.redis = 'error';
-      }),
-
-    minioClient
-      .bucketExists(env.MINIO_BUCKET)
-      .then(() => {
-        checks.minio = 'ok';
-      })
-      .catch(() => {
-        checks.minio = 'error';
-      }),
-  ]);
-
-  const allHealthy = Object.values(checks).every((s) => s === 'ok');
-  const status: HealthResponse['status'] = allHealthy ? 'healthy' : 'degraded';
-
-  const body: HealthResponse = {
-    status,
-    checks,
-    timestamp: new Date().toISOString(),
-  };
-
-  return NextResponse.json(body, { status: allHealthy ? 200 : 503 });
+/**
+ * Liveness probe — confirms the Next.js process is responding.
+ *
+ * Returns 200 unconditionally; if the process is wedged or has crashed
+ * the request never lands here at all. Do NOT include database/Redis/MinIO
+ * checks in this endpoint — a transient downstream blip should drop the
+ * pod from the load balancer (readiness), not restart the pod (liveness).
+ *
+ * For deep dependency checks, hit `/api/ready` instead.
+ */
+export async function GET() {
+  return NextResponse.json({ status: 'ok', timestamp: new Date().toISOString() });
 }

src/app/api/portal/auth/activate/route.ts

@@ -0,0 +1,34 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { errorResponse } from '@/lib/errors';
+import { activateAccount } from '@/lib/services/portal-auth.service';
+
+const bodySchema = z.object({
+  token: z.string().min(1),
+  password: z.string().min(9),
+});
+
+export async function POST(req: NextRequest): Promise<NextResponse> {
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: 'Invalid request body' }, { status: 400 });
+  }
+
+  const parsed = bodySchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { error: parsed.error.errors[0]?.message ?? 'Invalid input' },
+      { status: 400 },
+    );
+  }
+
+  try {
+    await activateAccount(parsed.data.token, parsed.data.password);
+    return NextResponse.json({ success: true });
+  } catch (err) {
+    return errorResponse(err);
+  }
+}

src/app/api/portal/auth/forgot-password/route.ts

@@ -0,0 +1,30 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { logger } from '@/lib/logger';
+import { requestPasswordReset } from '@/lib/services/portal-auth.service';
+
+const bodySchema = z.object({ email: z.string().email() });
+
+export async function POST(req: NextRequest): Promise<NextResponse> {
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: 'Invalid request body' }, { status: 400 });
+  }
+
+  const parsed = bodySchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: 'Invalid email address' }, { status: 400 });
+  }
+
+  // Always return 200 to prevent account-enumeration. Errors are logged
+  // server-side, never surfaced to the client.
+  try {
+    await requestPasswordReset(parsed.data.email);
+  } catch (err) {
+    logger.error({ err }, 'Portal forgot-password failed (swallowed)');
+  }
+  return NextResponse.json({ success: true });
+}

src/app/api/portal/auth/request/route.ts

@@ -1,28 +0,0 @@
-import { NextRequest, NextResponse } from 'next/server';
-import { z } from 'zod';
-
-import { requestMagicLink } from '@/lib/services/portal.service';
-import { logger } from '@/lib/logger';
-
-const bodySchema = z.object({
-  email: z.string().email(),
-});
-
-export async function POST(req: NextRequest): Promise<NextResponse> {
-  try {
-    const body = await req.json();
-    const parsed = bodySchema.safeParse(body);
-
-    if (!parsed.success) {
-      return NextResponse.json({ error: 'Invalid email address' }, { status: 400 });
-    }
-
-    await requestMagicLink(parsed.data.email);
-
-    // Always return success to prevent email enumeration
-    return NextResponse.json({ success: true });
-  } catch (error) {
-    logger.error({ error }, 'Portal magic link request failed');
-    return NextResponse.json({ error: 'Failed to process request' }, { status: 500 });
-  }
-}

src/app/api/portal/auth/reset-password/route.ts

@@ -0,0 +1,34 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { errorResponse } from '@/lib/errors';
+import { resetPassword } from '@/lib/services/portal-auth.service';
+
+const bodySchema = z.object({
+  token: z.string().min(1),
+  password: z.string().min(9),
+});
+
+export async function POST(req: NextRequest): Promise<NextResponse> {
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: 'Invalid request body' }, { status: 400 });
+  }
+
+  const parsed = bodySchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json(
+      { error: parsed.error.errors[0]?.message ?? 'Invalid input' },
+      { status: 400 },
+    );
+  }
+
+  try {
+    await resetPassword(parsed.data.token, parsed.data.password);
+    return NextResponse.json({ success: true });
+  } catch (err) {
+    return errorResponse(err);
+  }
+}

src/app/api/portal/auth/sign-in/route.ts

@@ -0,0 +1,42 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { errorResponse } from '@/lib/errors';
+import { PORTAL_COOKIE } from '@/lib/portal/auth';
+import { signIn } from '@/lib/services/portal-auth.service';
+
+const bodySchema = z.object({
+  email: z.string().email(),
+  password: z.string().min(1),
+});
+
+const SESSION_MAX_AGE_SECONDS = 60 * 60 * 24; // 24h, matches createPortalToken
+
+export async function POST(req: NextRequest): Promise<NextResponse> {
+  let body: unknown;
+  try {
+    body = await req.json();
+  } catch {
+    return NextResponse.json({ error: 'Invalid request body' }, { status: 400 });
+  }
+
+  const parsed = bodySchema.safeParse(body);
+  if (!parsed.success) {
+    return NextResponse.json({ error: 'Invalid email or password' }, { status: 400 });
+  }
+
+  try {
+    const result = await signIn(parsed.data);
+    const res = NextResponse.json({ success: true });
+    res.cookies.set(PORTAL_COOKIE, result.token, {
+      httpOnly: true,
+      secure: process.env.NODE_ENV === 'production',
+      sameSite: 'lax',
+      path: '/',
+      maxAge: SESSION_MAX_AGE_SECONDS,
+    });
+    return res;
+  } catch (err) {
+    return errorResponse(err);
+  }
+}

src/app/api/portal/auth/verify/route.ts

@@ -1,38 +0,0 @@
-import { NextRequest, NextResponse } from 'next/server';
-
-import { verifyPortalToken, PORTAL_COOKIE } from '@/lib/portal/auth';
-import { env } from '@/lib/env';
-import { logger } from '@/lib/logger';
-
-export async function GET(req: NextRequest): Promise<NextResponse> {
-  try {
-    const token = req.nextUrl.searchParams.get('token');
-
-    if (!token) {
-      return NextResponse.redirect(new URL('/portal/login?error=missing_token', env.APP_URL));
-    }
-
-    const session = await verifyPortalToken(token);
-
-    if (!session) {
-      return NextResponse.redirect(new URL('/portal/login?error=invalid_token', env.APP_URL));
-    }
-
-    const response = NextResponse.redirect(new URL('/portal/dashboard', env.APP_URL));
-
-    response.cookies.set(PORTAL_COOKIE, token, {
-      httpOnly: true,
-      secure: process.env.NODE_ENV === 'production',
-      sameSite: 'lax',
-      path: '/',
-      maxAge: 60 * 60 * 24, // 24 hours
-    });
-
-    logger.info({ clientId: session.clientId }, 'Portal session created');
-
-    return response;
-  } catch (error) {
-    logger.error({ error }, 'Portal token verification failed');
-    return NextResponse.redirect(new URL('/portal/login?error=server_error', env.APP_URL));
-  }
-}

src/app/api/public/interests/route.ts

@@ -1,45 +1,48 @@
 import { NextRequest, NextResponse } from 'next/server';
-import { and, eq } from 'drizzle-orm';
+import { and, eq, isNull, sql } from 'drizzle-orm';
+import type { z } from 'zod';
 
 import { db } from '@/lib/db';
+import { withTransaction } from '@/lib/db/utils';
 import { interests } from '@/lib/db/schema/interests';
 import { clients, clientContacts, clientAddresses } from '@/lib/db/schema/clients';
 import { berths } from '@/lib/db/schema/berths';
 import { ports } from '@/lib/db/schema/ports';
+import { yachts, yachtOwnershipHistory } from '@/lib/db/schema/yachts';
+import { companies, companyMemberships } from '@/lib/db/schema/companies';
 import { createAuditLog } from '@/lib/audit';
 import { errorResponse, RateLimitError } from '@/lib/errors';
+import { checkRateLimit, rateLimiters } from '@/lib/rate-limit';
 import { publicInterestSchema } from '@/lib/validators/interests';
 import { sendInquiryNotifications } from '@/lib/services/inquiry-notifications.service';
+import { parsePhone } from '@/lib/i18n/phone';
+import type { CountryCode } from '@/lib/i18n/countries';
 
-// ─── Simple in-memory rate limiter ───────────────────────────────────────────
-// Max 5 requests per hour per IP
-
-const ipHits = new Map<string, { count: number; resetAt: number }>();
-const WINDOW_MS = 60 * 60 * 1000; // 1 hour
-const MAX_HITS = 5;
-
-function checkRateLimit(ip: string): void {
-  const now = Date.now();
-  const entry = ipHits.get(ip);
-
-  if (!entry || now > entry.resetAt) {
-    ipHits.set(ip, { count: 1, resetAt: now + WINDOW_MS });
-    return;
-  }
-
-  if (entry.count >= MAX_HITS) {
-    const retryAfter = Math.ceil((entry.resetAt - now) / 1000);
+/**
+ * Throws RateLimitError if the IP has exceeded the public-form quota.
+ * Backed by the Redis sliding-window limiter so the cap survives restarts
+ * and is shared across worker processes.
+ */
+async function gateRateLimit(ip: string): Promise<void> {
+  const result = await checkRateLimit(ip, rateLimiters.publicForm);
+  if (!result.allowed) {
+    const retryAfter = Math.max(1, Math.ceil((result.resetAt - Date.now()) / 1000));
     throw new RateLimitError(retryAfter);
   }
-
-  entry.count += 1;
 }
 
-// POST /api/public/interests — unauthenticated public interest registration
+type PublicInterestData = z.infer<typeof publicInterestSchema>;
+// `withTransaction` exposes its tx argument as `typeof db` (see lib/db/utils.ts).
+// Keep the helper aligned with that.
+type Tx = typeof db;
+
+// POST /api/public/interests — unauthenticated public interest registration.
+// Creates the trio (client + yacht + interest) plus an optional company +
+// membership, all inside a single transaction.
 export async function POST(req: NextRequest) {
   try {
     const ip = req.headers.get('x-forwarded-for')?.split(',')[0]?.trim() ?? 'unknown';
-    checkRateLimit(ip);
+    await gateRateLimit(ip);
 
     const body = await req.json();
     const data = publicInterestSchema.parse(body);
@@ -50,7 +53,16 @@ export async function POST(req: NextRequest) {
       return NextResponse.json({ error: 'Port context required' }, { status: 400 });
     }
 
-    // Resolve the full name
+    // Server-side phone normalization for older website builds that post raw
+    // international/national strings. Newer builds may pre-fill phoneE164/Country.
+    let phoneE164 = data.phoneE164 ?? null;
+    let phoneCountry: CountryCode | null = (data.phoneCountry as CountryCode | null) ?? null;
+    if (!phoneE164) {
+      const parsed = parsePhone(data.phone, phoneCountry ?? undefined);
+      phoneE164 = parsed.e164;
+      phoneCountry = parsed.country ?? phoneCountry;
+    }
+
     const fullName =
       data.firstName && data.lastName
         ? `${data.firstName} ${data.lastName}`
@@ -58,10 +70,10 @@ export async function POST(req: NextRequest) {
 
     const firstName = data.firstName ?? fullName.split(/\s+/)[0] ?? 'Valued Guest';
 
-    // Resolve berth by mooring number (if provided)
+    // Resolve berth by mooring number (if provided). Read-only lookup — safe
+    // to do outside the transaction.
     let berthId: string | null = null;
     let resolvedMooringNumber: string | null = data.mooringNumber ?? null;
-
     if (data.mooringNumber) {
       const berth = await db.query.berths.findFirst({
         where: and(eq(berths.mooringNumber, data.mooringNumber), eq(berths.portId, portId)),
@@ -72,74 +84,177 @@ export async function POST(req: NextRequest) {
       }
     }
 
-    // Find or create client by email
+    // ─── Transactional trio creation ────────────────────────────────────────
+    const result = await withTransaction(async (tx) => {
+      // 1. Find or create client by email (case-sensitive contact match, same
+      //    behavior as before the refactor).
       let clientId: string;
-
-    const existingContact = await db.query.clientContacts.findFirst({
+      const existingContact = await tx.query.clientContacts.findFirst({
         where: and(eq(clientContacts.channel, 'email'), eq(clientContacts.value, data.email)),
       });
-
       if (existingContact) {
-      const existingClient = await db.query.clients.findFirst({
+        const existingClient = await tx.query.clients.findFirst({
           where: eq(clients.id, existingContact.clientId),
         });
         if (existingClient && existingClient.portId === portId) {
           clientId = existingClient.id;
-        // Update preferred contact method if provided
+          const updates: Partial<typeof clients.$inferInsert> = {};
           if (data.preferredContactMethod) {
-          await db
-            .update(clients)
-            .set({ preferredContactMethod: data.preferredContactMethod })
-            .where(eq(clients.id, clientId));
+            updates.preferredContactMethod = data.preferredContactMethod;
+          }
+          if (data.nationalityIso && !existingClient.nationalityIso) {
+            updates.nationalityIso = data.nationalityIso;
+          }
+          if (Object.keys(updates).length > 0) {
+            await tx.update(clients).set(updates).where(eq(clients.id, clientId));
           }
         } else {
-        clientId = await createNewClient(portId, fullName, data);
+          clientId = await createClientInTx(tx, portId, fullName, data, phoneE164, phoneCountry);
         }
       } else {
-      clientId = await createNewClient(portId, fullName, data);
+        clientId = await createClientInTx(tx, portId, fullName, data, phoneE164, phoneCountry);
       }
 
-    // Store address if provided
+      // 2. Optional: upsert company + add membership
+      let companyId: string | null = null;
+      if (data.company) {
+        const existingCompany = await tx.query.companies.findFirst({
+          where: and(
+            eq(companies.portId, portId),
+            sql`lower(${companies.name}) = lower(${data.company.name})`,
+          ),
+        });
+        if (existingCompany) {
+          companyId = existingCompany.id;
+        } else {
+          const [newCompany] = await tx
+            .insert(companies)
+            .values({
+              portId,
+              name: data.company.name,
+              legalName: data.company.legalName ?? null,
+              taxId: data.company.taxId ?? null,
+              incorporationCountryIso: data.company.incorporationCountryIso ?? null,
+              incorporationSubdivisionIso: data.company.incorporationSubdivisionIso ?? null,
+              status: 'active',
+            })
+            .returning();
+          companyId = newCompany!.id;
+        }
+
+        // Add active membership only if one doesn't already exist (open row).
+        const existingMembership = await tx.query.companyMemberships.findFirst({
+          where: and(
+            eq(companyMemberships.companyId, companyId),
+            eq(companyMemberships.clientId, clientId),
+            isNull(companyMemberships.endDate),
+          ),
+        });
+        if (!existingMembership) {
+          await tx.insert(companyMemberships).values({
+            companyId,
+            clientId,
+            role: data.company.role ?? 'representative',
+            startDate: new Date(),
+            isPrimary: false,
+          });
+        }
+      }
+
+      // 3. Create yacht. Owner is the company when provided, else the client.
+      const ownerType: 'client' | 'company' = companyId ? 'company' : 'client';
+      const ownerId = companyId ?? clientId;
+      const [newYacht] = await tx
+        .insert(yachts)
+        .values({
+          portId,
+          name: data.yacht.name,
+          hullNumber: data.yacht.hullNumber ?? null,
+          registration: data.yacht.registration ?? null,
+          flag: data.yacht.flag ?? null,
+          yearBuilt: data.yacht.yearBuilt ?? null,
+          lengthFt: data.yacht.lengthFt != null ? String(data.yacht.lengthFt) : null,
+          widthFt: data.yacht.widthFt != null ? String(data.yacht.widthFt) : null,
+          draftFt: data.yacht.draftFt != null ? String(data.yacht.draftFt) : null,
+          currentOwnerType: ownerType,
+          currentOwnerId: ownerId,
+          status: 'active',
+        })
+        .returning();
+      const yachtId = newYacht!.id;
+
+      // 3a. Open ownership_history row for the new yacht.
+      await tx.insert(yachtOwnershipHistory).values({
+        yachtId,
+        ownerType,
+        ownerId,
+        startDate: new Date(),
+        endDate: null,
+        createdBy: 'public-submission',
+      });
+
+      // 4. Store address if provided AND no primary address exists yet.
       if (data.address && Object.values(data.address).some(Boolean)) {
-      await db.insert(clientAddresses).values({
+        const existingAddr = await tx.query.clientAddresses.findFirst({
+          where: and(eq(clientAddresses.clientId, clientId), eq(clientAddresses.isPrimary, true)),
+        });
+        if (!existingAddr) {
+          await tx.insert(clientAddresses).values({
             clientId,
             portId,
             label: 'Primary',
             streetAddress: data.address.street ?? null,
             city: data.address.city ?? null,
-        stateProvince: data.address.stateProvince ?? null,
+            subdivisionIso: data.address.subdivisionIso ?? null,
             postalCode: data.address.postalCode ?? null,
-        country: data.address.country ?? null,
+            countryIso: data.address.countryIso ?? null,
             isPrimary: true,
           });
         }
+      }
 
-    // Create the interest
-    const [interest] = await db
+      // 5. Create interest with yachtId wired up.
+      const [newInterest] = await tx
         .insert(interests)
         .values({
           portId,
           clientId,
           berthId,
+          yachtId,
           source: 'website',
           pipelineStage: 'open',
           notes: data.notes,
         })
         .returning();
 
+      return {
+        interestId: newInterest!.id,
+        clientId,
+        yachtId,
+        companyId,
+      };
+    });
+
+    // ─── Post-commit side-effects (fire-and-forget) ─────────────────────────
     void createAuditLog({
       userId: null as unknown as string,
       portId,
       action: 'create',
       entityType: 'interest',
-      entityId: interest!.id,
-      newValue: { clientId, source: 'website', pipelineStage: 'open', berthId },
+      entityId: result.interestId,
+      newValue: {
+        clientId: result.clientId,
+        yachtId: result.yachtId,
+        companyId: result.companyId,
+        source: 'website',
+        pipelineStage: 'open',
+        berthId,
+      },
       metadata: { type: 'public_registration', ip },
       ipAddress: ip,
       userAgent: req.headers.get('user-agent') ?? 'unknown',
     });
 
-    // Fire notifications asynchronously (non-blocking)
     const port = await db.query.ports.findFirst({
       where: eq(ports.id, portId),
       columns: { slug: true },
@@ -148,7 +263,7 @@ export async function POST(req: NextRequest) {
     void sendInquiryNotifications({
       portId,
       portSlug: port?.slug ?? portId,
-      interestId: interest!.id,
+      interestId: result.interestId,
       clientFullName: fullName,
       clientEmail: data.email,
       clientPhone: data.phone,
@@ -157,7 +272,7 @@ export async function POST(req: NextRequest) {
     });
 
     return NextResponse.json(
-      { data: { id: interest!.id, message: 'Interest registered successfully' } },
+      { data: { id: result.interestId, message: 'Interest registered successfully' } },
       { status: 201 },
     );
   } catch (error) {
@@ -165,49 +280,41 @@ export async function POST(req: NextRequest) {
   }
 }
 
-async function createNewClient(
+// ─── Helpers ─────────────────────────────────────────────────────────────────
+
+async function createClientInTx(
+  tx: Tx,
   portId: string,
   fullName: string,
-  data: {
-    email: string;
-    phone: string;
-    companyName?: string;
-    yachtName?: string;
-    yachtLengthFt?: number;
-    yachtWidthFt?: number;
-    yachtDraftFt?: number;
-    preferredBerthSize?: string;
-    preferredContactMethod?: string;
-  },
+  data: Pick<PublicInterestData, 'email' | 'phone' | 'preferredContactMethod' | 'nationalityIso'>,
+  phoneE164: string | null,
+  phoneCountry: CountryCode | null,
 ): Promise<string> {
-  const [newClient] = await db
+  const [newClient] = await tx
     .insert(clients)
     .values({
       portId,
       fullName,
-      companyName: data.companyName,
-      yachtName: data.yachtName,
-      yachtLengthFt: data.yachtLengthFt != null ? String(data.yachtLengthFt) : undefined,
-      yachtWidthFt: data.yachtWidthFt != null ? String(data.yachtWidthFt) : undefined,
-      yachtDraftFt: data.yachtDraftFt != null ? String(data.yachtDraftFt) : undefined,
-      berthSizeDesired: data.preferredBerthSize,
       preferredContactMethod: data.preferredContactMethod,
+      nationalityIso: data.nationalityIso ?? null,
       source: 'website',
     })
     .returning();
   const clientId = newClient!.id;
 
-  await db.insert(clientContacts).values({
+  await tx.insert(clientContacts).values({
     clientId,
     channel: 'email',
     value: data.email,
     isPrimary: true,
   });
 
-  await db.insert(clientContacts).values({
+  await tx.insert(clientContacts).values({
     clientId,
     channel: 'phone',
     value: data.phone,
+    valueE164: phoneE164,
+    valueCountry: phoneCountry,
     isPrimary: false,
   });
 

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

@@ -0,0 +1,189 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { and, eq } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { withTransaction } from '@/lib/db/utils';
+import { ports } from '@/lib/db/schema/ports';
+import { residentialClients, residentialInterests } from '@/lib/db/schema/residential';
+import { systemSettings } from '@/lib/db/schema/system';
+import { sendEmail } from '@/lib/email';
+import {
+  residentialClientConfirmation,
+  residentialSalesAlert,
+} from '@/lib/email/templates/residential-inquiry';
+import { env } from '@/lib/env';
+import { errorResponse, RateLimitError, ValidationError } from '@/lib/errors';
+import { logger } from '@/lib/logger';
+import { checkRateLimit, rateLimiters } from '@/lib/rate-limit';
+import { publicResidentialInquirySchema } from '@/lib/validators/residential';
+import { emitToRoom } from '@/lib/socket/server';
+import { parsePhone } from '@/lib/i18n/phone';
+import type { CountryCode } from '@/lib/i18n/countries';
+
+/**
+ * Throws RateLimitError if the IP has exceeded the public-form quota.
+ * Backed by the Redis sliding-window limiter so the cap survives restarts
+ * and is shared across worker processes.
+ */
+async function gateRateLimit(ip: string): Promise<void> {
+  const result = await checkRateLimit(ip, rateLimiters.publicForm);
+  if (!result.allowed) {
+    const retryAfter = Math.max(1, Math.ceil((result.resetAt - Date.now()) / 1000));
+    throw new RateLimitError(retryAfter);
+  }
+}
+
+/**
+ * POST /api/public/residential-inquiries — unauthenticated entry point for
+ * the public website's residential interest form. Creates a
+ * `residential_clients` row and an opening `residential_interests` row in a
+ * single transaction.
+ *
+ * Required: `portId` query param or `X-Port-Id` header.
+ */
+export async function POST(req: NextRequest) {
+  try {
+    const ip = req.headers.get('x-forwarded-for')?.split(',')[0]?.trim() ?? 'unknown';
+    await gateRateLimit(ip);
+
+    const body = await req.json();
+    const data = publicResidentialInquirySchema.parse(body);
+
+    const portId = req.nextUrl.searchParams.get('portId') ?? req.headers.get('X-Port-Id');
+    if (!portId) {
+      throw new ValidationError('portId is required');
+    }
+    const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
+    if (!port) {
+      throw new ValidationError('Unknown port');
+    }
+
+    // If the website didn't pre-normalize, parse server-side. International
+    // strings parse without a hint; national-format submissions need a country.
+    let phoneE164 = data.phoneE164 ?? null;
+    let phoneCountry: CountryCode | null = (data.phoneCountry as CountryCode | null) ?? null;
+    if (!phoneE164) {
+      const parsed = parsePhone(data.phone, phoneCountry ?? undefined);
+      phoneE164 = parsed.e164;
+      phoneCountry = parsed.country ?? phoneCountry;
+    }
+
+    const result = await withTransaction(async (tx) => {
+      const [client] = await tx
+        .insert(residentialClients)
+        .values({
+          portId,
+          fullName: `${data.firstName.trim()} ${data.lastName.trim()}`.trim(),
+          email: data.email,
+          phone: data.phone,
+          phoneE164,
+          phoneCountry,
+          nationalityIso: data.nationalityIso ?? null,
+          timezone: data.timezone ?? null,
+          placeOfResidence: data.placeOfResidence,
+          placeOfResidenceCountryIso: data.placeOfResidenceCountryIso ?? null,
+          subdivisionIso: data.subdivisionIso ?? null,
+          preferredContactMethod: data.preferredContactMethod,
+          source: 'website',
+          status: 'prospect',
+          notes: data.notes,
+        })
+        .returning();
+      if (!client) throw new Error('Failed to create residential client');
+
+      const [interest] = await tx
+        .insert(residentialInterests)
+        .values({
+          portId,
+          residentialClientId: client.id,
+          pipelineStage: 'new',
+          source: 'website',
+          notes: data.notes,
+          preferences: data.preferences,
+        })
+        .returning();
+      if (!interest) throw new Error('Failed to create residential interest');
+
+      return { clientId: client.id, interestId: interest.id };
+    });
+
+    emitToRoom(`port:${portId}`, 'residential_client:created', { id: result.clientId });
+    emitToRoom(`port:${portId}`, 'residential_interest:created', { id: result.interestId });
+
+    // Send notification emails (non-blocking — failures shouldn't 500 the
+    // public form).
+    void sendResidentialNotifications({
+      portId,
+      data,
+      crmDeepLink: `${env.APP_URL}/${port.slug}/residential/clients/${result.clientId}`,
+    }).catch((err) => logger.error({ err }, 'Failed to send residential inquiry notifications'));
+
+    return NextResponse.json({ success: true, ...result }, { status: 201 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+}
+
+async function sendResidentialNotifications(args: {
+  portId: string;
+  data: {
+    firstName: string;
+    lastName: string;
+    email: string;
+    phone: string;
+    placeOfResidence?: string;
+    preferredContactMethod?: 'email' | 'phone';
+    notes?: string;
+    preferences?: string;
+  };
+  crmDeepLink: string;
+}): Promise<void> {
+  const { portId, data, crmDeepLink } = args;
+
+  // Client confirmation
+  const confirmation = residentialClientConfirmation({
+    firstName: data.firstName,
+    contactEmail: 'sales@portnimara.com',
+  });
+  await sendEmail(data.email, confirmation.subject, confirmation.html);
+
+  // Sales-team alert — pull recipients from system_settings if configured;
+  // fall back to the inquiry_contact_email if available.
+  const recipientsRow = await db.query.systemSettings.findFirst({
+    where: and(
+      eq(systemSettings.key, 'residential_notification_recipients'),
+      eq(systemSettings.portId, portId),
+    ),
+  });
+  const fallbackRow = await db.query.systemSettings.findFirst({
+    where: and(eq(systemSettings.key, 'inquiry_contact_email'), eq(systemSettings.portId, portId)),
+  });
+
+  const configured = Array.isArray(recipientsRow?.value) ? (recipientsRow!.value as string[]) : [];
+  const fallback =
+    typeof fallbackRow?.value === 'string' && fallbackRow.value.length > 0
+      ? [fallbackRow.value]
+      : [];
+  const recipients = configured.length > 0 ? configured : fallback;
+
+  if (recipients.length === 0) {
+    logger.warn(
+      { portId },
+      'No residential_notification_recipients or inquiry_contact_email configured; skipping sales alert',
+    );
+    return;
+  }
+
+  const alert = residentialSalesAlert({
+    fullName: `${data.firstName} ${data.lastName}`.trim(),
+    email: data.email,
+    phone: data.phone,
+    placeOfResidence: data.placeOfResidence,
+    preferredContactMethod: data.preferredContactMethod,
+    notes: data.notes,
+    preferences: data.preferences,
+    crmDeepLink,
+  });
+
+  await sendEmail(recipients, alert.subject, alert.html);
+}

src/app/api/ready/route.ts

@@ -0,0 +1,82 @@
+import { NextResponse } from 'next/server';
+import { sql } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { redis } from '@/lib/redis';
+import { minioClient } from '@/lib/minio';
+import { env } from '@/lib/env';
+
+type CheckStatus = 'ok' | 'error';
+
+interface ReadyChecks {
+  postgres: CheckStatus;
+  redis: CheckStatus;
+  minio: CheckStatus;
+}
+
+interface ReadyResponse {
+  status: 'ready' | 'degraded';
+  checks: ReadyChecks;
+  timestamp: string;
+}
+
+/**
+ * Readiness probe — verifies that every backing service this process
+ * needs to serve traffic is reachable. A 503 should drop the pod from the
+ * load balancer until the next probe succeeds; it should not trigger a
+ * pod restart (that's what `/api/health` is for).
+ *
+ * Checks:
+ *   - postgres: `SELECT 1` against the primary
+ *   - redis:    `PING`
+ *   - minio:    `bucketExists(<configured-bucket>)`
+ *
+ * Documenso + SMTP are intentionally not probed here: they're optional
+ * integrations, and each tenant configures its own credentials. A
+ * tenant-misconfigured Documenso instance shouldn't deadline the entire
+ * shared CRM.
+ */
+export async function GET(): Promise<NextResponse<ReadyResponse>> {
+  const checks: ReadyChecks = {
+    postgres: 'error',
+    redis: 'error',
+    minio: 'error',
+  };
+
+  await Promise.allSettled([
+    db
+      .execute(sql`SELECT 1`)
+      .then(() => {
+        checks.postgres = 'ok';
+      })
+      .catch(() => {
+        checks.postgres = 'error';
+      }),
+
+    redis
+      .ping()
+      .then(() => {
+        checks.redis = 'ok';
+      })
+      .catch(() => {
+        checks.redis = 'error';
+      }),
+
+    minioClient
+      .bucketExists(env.MINIO_BUCKET)
+      .then(() => {
+        checks.minio = 'ok';
+      })
+      .catch(() => {
+        checks.minio = 'error';
+      }),
+  ]);
+
+  const allReady = Object.values(checks).every((s) => s === 'ok');
+  const status: ReadyResponse['status'] = allReady ? 'ready' : 'degraded';
+
+  return NextResponse.json(
+    { status, checks, timestamp: new Date().toISOString() },
+    { status: allReady ? 200 : 503 },
+  );
+}

src/app/api/v1/admin/ai-budget/route.ts

@@ -0,0 +1,46 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import {
+  getAiBudget,
+  setAiBudget,
+  currentPeriodTokens,
+  periodBreakdown,
+} from '@/lib/services/ai-budget.service';
+
+const saveSchema = z.object({
+  enabled: z.boolean().optional(),
+  softCapTokens: z.number().int().nonnegative().max(100_000_000).optional(),
+  hardCapTokens: z.number().int().nonnegative().max(100_000_000).optional(),
+  period: z.enum(['day', 'week', 'month']).optional(),
+});
+
+export const GET = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const [budget, used, breakdown] = await Promise.all([
+        getAiBudget(ctx.portId),
+        currentPeriodTokens(ctx.portId),
+        periodBreakdown(ctx.portId),
+      ]);
+      return NextResponse.json({ data: { budget, used, breakdown } });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const PUT = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const body = await parseBody(req, saveSchema);
+      const next = await setAiBudget(ctx.portId, body, ctx.userId);
+      return NextResponse.json({ data: next });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/alerts/run-engine/route.ts

@@ -0,0 +1,25 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { runAlertEngineForPorts } from '@/lib/services/alert-engine';
+
+/**
+ * Admin trigger for an immediate alert engine sweep over the caller's port.
+ * Useful for manual ops ("re-evaluate now after I fixed a rule") and
+ * exercised by the realapi socket fanout test.
+ *
+ * Requires super_admin or per-port admin permissions; the engine itself
+ * is idempotent — duplicate runs only re-evaluate, never duplicate rows.
+ */
+export const POST = withAuth(async (_req, ctx) => {
+  try {
+    if (!ctx.isSuperAdmin) {
+      return NextResponse.json({ error: 'Super admin only' }, { status: 403 });
+    }
+    const summary = await runAlertEngineForPorts([ctx.portId]);
+    return NextResponse.json({ data: summary });
+  } catch (error) {
+    return errorResponse(error);
+  }
+});

src/app/api/v1/admin/audit/route.ts

@@ -1,29 +1,76 @@
 import { NextResponse } from 'next/server';
 import { z } from 'zod';
+import { inArray } from 'drizzle-orm';
 
 import { withAuth, withPermission } from '@/lib/api/helpers';
 import { parseQuery } from '@/lib/api/route-helpers';
-import { listAuditLogs } from '@/lib/services/audit.service';
+import { searchAuditLogs } from '@/lib/services/audit-search.service';
+import { db } from '@/lib/db';
+import { user } from '@/lib/db/schema/users';
 import { errorResponse } from '@/lib/errors';
 
 const auditQuerySchema = z.object({
-  page: z.coerce.number().int().min(1).default(1),
-  limit: z.coerce.number().int().min(1).max(100).default(50),
+  limit: z.coerce.number().int().min(1).max(200).default(50),
   entityType: z.string().optional(),
   action: z.string().optional(),
   userId: z.string().optional(),
   entityId: z.string().optional(),
   dateFrom: z.string().optional(),
   dateTo: z.string().optional(),
+  /** Free-text query against the tsvector `search_text` column. */
   search: z.string().optional(),
+  /** Cursor pair from the previous page's response. */
+  cursorAt: z.string().optional(),
+  cursorId: z.string().optional(),
 });
 
 export const GET = withAuth(
   withPermission('admin', 'view_audit_log', async (req, ctx) => {
     try {
       const query = parseQuery(req, auditQuerySchema);
-      const result = await listAuditLogs(ctx.portId, query);
-      return NextResponse.json(result);
+      const cursor =
+        query.cursorAt && query.cursorId
+          ? { createdAt: new Date(query.cursorAt), id: query.cursorId }
+          : undefined;
+      const { rows, nextCursor } = await searchAuditLogs({
+        portId: ctx.portId,
+        q: query.search,
+        userId: query.userId,
+        action: query.action,
+        entityType: query.entityType,
+        entityId: query.entityId,
+        from: query.dateFrom ? new Date(query.dateFrom) : undefined,
+        to: query.dateTo ? new Date(query.dateTo) : undefined,
+        cursor,
+        limit: query.limit,
+      });
+
+      // Resolve actor emails in one batched query so the table can show
+      // who did what without N+1 round trips.
+      const userIds = Array.from(
+        new Set(rows.map((r) => r.userId).filter((id): id is string => Boolean(id))),
+      );
+      const userRows = userIds.length
+        ? await db
+            .select({ id: user.id, email: user.email, name: user.name })
+            .from(user)
+            .where(inArray(user.id, userIds))
+        : [];
+      const userMap = new Map(userRows.map((u) => [u.id, u]));
+
+      const data = rows.map((r) => ({
+        ...r,
+        actor: r.userId ? (userMap.get(r.userId) ?? null) : null,
+      }));
+
+      return NextResponse.json({
+        data,
+        pagination: {
+          nextCursor: nextCursor
+            ? { createdAt: nextCursor.createdAt.toISOString(), id: nextCursor.id }
+            : null,
+        },
+      });
     } catch (error) {
       return errorResponse(error);
     }

src/app/api/v1/admin/documenso/health/route.ts

@@ -0,0 +1,20 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { checkDocumensoHealth } from '@/lib/services/documenso-client';
+
+/**
+ * Admin probe — calls Documenso /api/v1/health using the port's effective
+ * config. Used by the "Test connection" button on /admin/documenso.
+ */
+export const POST = withAuth(
+  withPermission('admin', 'manage_settings', async (_req, ctx) => {
+    try {
+      const result = await checkDocumensoHealth(ctx.portId);
+      return NextResponse.json({ data: result });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/form-templates/[id]/route.ts

@@ -0,0 +1,58 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+import {
+  deleteFormTemplate,
+  getFormTemplateById,
+  updateFormTemplate,
+} from '@/lib/services/form-templates.service';
+import { updateFormTemplateSchema } from '@/lib/validators/form-templates';
+
+export const GET = withAuth(
+  withPermission('admin', 'manage_forms', async (_req, ctx, params) => {
+    try {
+      if (!params.id) throw new NotFoundError('Form template');
+      const tpl = await getFormTemplateById(params.id, ctx.portId);
+      return NextResponse.json({ data: tpl });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const PATCH = withAuth(
+  withPermission('admin', 'manage_forms', async (req, ctx, params) => {
+    try {
+      if (!params.id) throw new NotFoundError('Form template');
+      const body = await parseBody(req, updateFormTemplateSchema);
+      const tpl = await updateFormTemplate(params.id, ctx.portId, body, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ data: tpl });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const DELETE = withAuth(
+  withPermission('admin', 'manage_forms', async (_req, ctx, params) => {
+    try {
+      if (!params.id) throw new NotFoundError('Form template');
+      await deleteFormTemplate(params.id, ctx.portId, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return new NextResponse(null, { status: 204 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/form-templates/route.ts

@@ -0,0 +1,35 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { createFormTemplate, listFormTemplates } from '@/lib/services/form-templates.service';
+import { createFormTemplateSchema } from '@/lib/validators/form-templates';
+
+export const GET = withAuth(
+  withPermission('admin', 'manage_forms', async (_req, ctx) => {
+    try {
+      const data = await listFormTemplates(ctx.portId);
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const POST = withAuth(
+  withPermission('admin', 'manage_forms', async (req, ctx) => {
+    try {
+      const body = await parseBody(req, createFormTemplateSchema);
+      const tpl = await createFormTemplate(ctx.portId, body, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ data: tpl }, { status: 201 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/invitations/[id]/resend/route.ts

@@ -0,0 +1,28 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse, ForbiddenError } from '@/lib/errors';
+import { resendCrmInvite } from '@/lib/services/crm-invite.service';
+
+// Resend mints a fresh token + new email on a global invite row;
+// restrict to super-admins to match revoke/list and avoid cross-tenant
+// re-issuance of foreign-port invitations.
+export const POST = withAuth(
+  withPermission('admin', 'manage_users', async (_req, ctx, params) => {
+    try {
+      if (!ctx.isSuperAdmin) {
+        throw new ForbiddenError('Resending CRM invites requires super-admin');
+      }
+      const id = params.id ?? '';
+      const result = await resendCrmInvite(id, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ data: result });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/invitations/[id]/route.ts

@@ -0,0 +1,28 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { errorResponse, ForbiddenError } from '@/lib/errors';
+import { revokeCrmInvite } from '@/lib/services/crm-invite.service';
+
+// Invites are a global resource (no portId column). Revoking a foreign
+// tenant's pending invite by id would be cross-tenant tampering;
+// restrict to super-admins to match the listing endpoint.
+export const DELETE = withAuth(
+  withPermission('admin', 'manage_users', async (_req, ctx, params) => {
+    try {
+      if (!ctx.isSuperAdmin) {
+        throw new ForbiddenError('Revoking CRM invites requires super-admin');
+      }
+      const id = params.id ?? '';
+      await revokeCrmInvite(id, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
+      return NextResponse.json({ success: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/invitations/route.ts

@@ -0,0 +1,51 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse, ForbiddenError } from '@/lib/errors';
+import { createCrmInvite, listCrmInvites } from '@/lib/services/crm-invite.service';
+
+export const GET = withAuth(
+  withPermission('admin', 'manage_users', async (_req, ctx) => {
+    try {
+      // crm_user_invites is a global table (no per-port column) — invites
+      // mint better-auth users that may later be assigned roles in any
+      // port. Listing it cross-tenant would let a port-A director
+      // enumerate pending invitee emails, names, and isSuperAdmin flags
+      // for every other tenant. Restrict the listing to super-admins.
+      if (!ctx.isSuperAdmin) {
+        throw new ForbiddenError('Listing CRM invites requires super-admin');
+      }
+      const data = await listCrmInvites();
+      return NextResponse.json({ data });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+const createInviteSchema = z.object({
+  email: z.string().email(),
+  name: z.string().min(1).max(200).optional(),
+  isSuperAdmin: z.boolean().optional().default(false),
+});
+
+export const POST = withAuth(
+  withPermission('admin', 'manage_users', async (req, ctx) => {
+    try {
+      const body = await parseBody(req, createInviteSchema);
+      // Only existing super-admins can mint super-admin invitations. The
+      // manage_users permission is granted to port-scoped director roles,
+      // which must not be able to elevate themselves cross-tenant by
+      // inviting a fresh super_admin.
+      if (body.isSuperAdmin && !ctx.isSuperAdmin) {
+        throw new ForbiddenError('Only super admins can mint super-admin invitations');
+      }
+      const result = await createCrmInvite({ ...body, invitedBy: ctx });
+      return NextResponse.json({ data: result }, { status: 201 });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/ocr-settings/route.ts

@@ -0,0 +1,72 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { getPublicOcrConfig, saveOcrConfig, OCR_MODELS } from '@/lib/services/ocr-config.service';
+
+const saveSchema = z.object({
+  /** When 'global', requires super_admin and stores at port_id=null. */
+  scope: z.enum(['port', 'global']),
+  provider: z.enum(['openai', 'claude']),
+  model: z.string().min(1),
+  apiKey: z.string().optional(),
+  clearApiKey: z.boolean().optional(),
+  useGlobal: z.boolean().optional(),
+  aiEnabled: z.boolean().optional(),
+});
+
+// Only role tiers that hold `admin.manage_settings` (director / super_admin)
+// may read or write the OCR config: the apiKey is stored encrypted but is
+// passed straight into the receipt-scan handler, so a swapped key would
+// exfiltrate every subsequent receipt image to whatever endpoint that key
+// authenticates with.
+export const GET = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const url = new URL(req.url);
+      const scope = url.searchParams.get('scope') ?? 'port';
+      if (scope === 'global' && !ctx.isSuperAdmin) {
+        return NextResponse.json({ error: 'Super admin only' }, { status: 403 });
+      }
+      const config = await getPublicOcrConfig(scope === 'global' ? null : ctx.portId);
+      return NextResponse.json({ data: config, models: OCR_MODELS });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);
+
+export const PUT = withAuth(
+  withPermission('admin', 'manage_settings', async (req, ctx) => {
+    try {
+      const body = await parseBody(req, saveSchema);
+      if (body.scope === 'global' && !ctx.isSuperAdmin) {
+        return NextResponse.json({ error: 'Super admin only' }, { status: 403 });
+      }
+      const validModels = OCR_MODELS[body.provider];
+      if (!validModels.includes(body.model)) {
+        return NextResponse.json(
+          { error: `Invalid model for provider ${body.provider}` },
+          { status: 400 },
+        );
+      }
+      await saveOcrConfig(
+        body.scope === 'global' ? null : ctx.portId,
+        {
+          provider: body.provider,
+          model: body.model,
+          apiKey: body.apiKey,
+          clearApiKey: body.clearApiKey,
+          useGlobal: body.useGlobal,
+          aiEnabled: body.aiEnabled,
+        },
+        ctx.userId,
+      );
+      return NextResponse.json({ ok: true });
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/ocr-settings/test/route.ts

@@ -0,0 +1,31 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { OCR_MODELS } from '@/lib/services/ocr-config.service';
+import { testProvider } from '@/lib/services/ocr-providers';
+
+const schema = z.object({
+  provider: z.enum(['openai', 'claude']),
+  model: z.string().min(1),
+  apiKey: z.string().min(1),
+});
+
+// `manage_settings`-gated for parity with the parent OCR settings route —
+// triggers outbound AI provider auth requests using a caller-supplied key.
+export const POST = withAuth(
+  withPermission('admin', 'manage_settings', async (req) => {
+    try {
+      const body = await parseBody(req, schema);
+      if (!OCR_MODELS[body.provider].includes(body.model)) {
+        return NextResponse.json({ error: 'Invalid model' }, { status: 400 });
+      }
+      const result = await testProvider(body.provider, body.apiKey, body.model);
+      return NextResponse.json(result);
+    } catch (error) {
+      return errorResponse(error);
+    }
+  }),
+);

src/app/api/v1/admin/ports/[id]/route.ts

@@ -4,11 +4,25 @@ import { withAuth, withPermission } from '@/lib/api/helpers';
 import { parseBody } from '@/lib/api/route-helpers';
 import { getPort, updatePort } from '@/lib/services/ports.service';
 import { updatePortSchema } from '@/lib/validators/ports';
-import { errorResponse } from '@/lib/errors';
+import { errorResponse, ForbiddenError } from '@/lib/errors';
+
+/**
+ * Non-super-admin callers (e.g. port directors holding admin.manage_settings)
+ * may only read/mutate THEIR OWN port row. The path id is therefore
+ * compared against ctx.portId and a foreign target is rejected before the
+ * service is touched. Super-admins retain unrestricted access.
+ */
+function assertPortInScope(targetPortId: string, ctx: { portId: string; isSuperAdmin: boolean }) {
+  if (ctx.isSuperAdmin) return;
+  if (targetPortId !== ctx.portId) {
+    throw new ForbiddenError('Cross-tenant port access denied');
+  }
+}
 
 export const GET = withAuth(
-  withPermission('admin', 'manage_settings', async (_req, _ctx, params) => {
+  withPermission('admin', 'manage_settings', async (_req, ctx, params) => {
     try {
+      assertPortInScope(params.id!, ctx);
       const data = await getPort(params.id!);
       return NextResponse.json({ data });
     } catch (error) {
@@ -20,6 +34,7 @@ export const GET = withAuth(
 export const PATCH = withAuth(
   withPermission('admin', 'manage_settings', async (req, ctx, params) => {
     try {
+      assertPortInScope(params.id!, ctx);
       const body = await parseBody(req, updatePortSchema);
       const data = await updatePort(params.id!, body, {
         userId: ctx.userId,

src/app/api/v1/admin/ports/route.ts

@@ -4,11 +4,18 @@ import { withAuth, withPermission } from '@/lib/api/helpers';
 import { parseBody } from '@/lib/api/route-helpers';
 import { listPorts, createPort } from '@/lib/services/ports.service';
 import { createPortSchema } from '@/lib/validators/ports';
-import { errorResponse } from '@/lib/errors';
+import { errorResponse, ForbiddenError } from '@/lib/errors';
 
+// Listing every tenant and creating new tenants are super-admin operations:
+// a port director must not be able to enumerate other ports (target
+// discovery for cross-tenant attacks) or spin up new tenants whose admin
+// they implicitly become.
 export const GET = withAuth(
-  withPermission('admin', 'manage_settings', async () => {
+  withPermission('admin', 'manage_settings', async (_req, ctx) => {
     try {
+      if (!ctx.isSuperAdmin) {
+        throw new ForbiddenError('Listing all ports requires super-admin');
+      }
       const data = await listPorts();
       return NextResponse.json({ data });
     } catch (error) {
@@ -20,6 +27,9 @@ export const GET = withAuth(
 export const POST = withAuth(
   withPermission('admin', 'manage_settings', async (req, ctx) => {
     try {
+      if (!ctx.isSuperAdmin) {
+        throw new ForbiddenError('Creating ports requires super-admin');
+      }
       const body = await parseBody(req, createPortSchema);
       const data = await createPort(body, {
         userId: ctx.userId,