refactor(clients): drop deprecated yacht/company/proxy columns

PR 13: now that all reads are migrated to the dedicated yacht / company
/ membership entities, drop the columns that mirrored them on `clients`:
companyName, isProxy, proxyType, actualOwnerName, relationshipNotes,
yachtName, yachtLength{Ft,M}, yachtWidth{Ft,M}, yachtDraft{Ft,M},
berthSizeDesired.

Migration `0008_loud_ikaris.sql` issues the destructive ALTER TABLE
DROP COLUMN statements. Run `pnpm db:push` (or the migration runner) to
apply.

Caller cleanup (zero behavioral change to remaining flows):

- Drops the legacy `generateEoi` flow entirely (route, service function,
  pdfme template, validator schema). The dual-path generate-and-sign
  service from PR 11 has fully replaced it; the route was no longer
  wired to the UI.
- `clients.service`: company-name search column / WHERE / audit value
  removed; search now ranks by full name only.
- `interests.service`: `resolveLeadCategory` reads dimensions from
  `yachts` via `interest.yachtId` instead of the dropped
  `client.yachtLength{Ft,M}`.
- `record-export`: client-summary now lists yachts via owner-side
  lookup (direct + active company memberships); interest-summary fetches
  yacht via `interest.yachtId`. Both PDF templates updated to read
  yacht details from the new entity.
- `client-detail-header`, `client-picker`, `command-search`,
  `search-result-item`, `use-search` hook, `types/domain.ts`,
  `search.service` — drop the companyName badge / sub-label / typed
  field everywhere it was rendered or fetched.
- `ai.ts` worker: drop the company / yacht context lines from the
  prompt (will be re-added later sourced from the new entities).
- `validators/interests.ts`: remove the deprecated public-form flat
  yacht/company fields. The route already ignores them.
- `factories.ts`: drop the `isProxy: false` default.

Tests: 652/652 green; type-check clean. The
`security-sensitive-data` tests use `companyName` / `isProxy` as
arbitrary record keys for a generic util — left unchanged.

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 +17,5 @@ playwright-report/
 nginx/certs/
 tsconfig.tsbuildinfo
 .playwright-mcp/
+docker-compose.override.yml
+.remember/

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/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/2026-05-03-dedup-and-migration-design.md

@@ -1,564 +0,0 @@
-# Client Deduplication and NocoDB Migration Design
-
-**Status**: Design draft 2026-05-03 — pending approval.
-**Plan decomposition**: Three implementation plans stack from this design — (P1) normalization + dedup core library; (P2) admin settings + at-create + interest-level guards (runtime); (P3) NocoDB migration script + review queue UI. P1 unblocks P2 and P3.
-**Branch base**: stacks on `feat/mobile-foundation` once it merges to `main`.
-**Out of scope**: live merge of two clients across ports (cross-tenant), automated AI-judged matches, profile-photo / face-match dedup, web-of-trust referrer relationships.
-
----
-
-## 1. Background
-
-### 1.1 Why this exists
-
-The legacy CRM lives in a NocoDB base whose `Interests` table conflates _the human_ with _the deal_. A row contains `Full Name`, `Email Address`, `Phone Number`, `Address`, `Place of Residence` _and_ the sales-pipeline state for one specific berth. A single human pursuing two berths becomes two rows with semi-duplicated personal data. A 2026-05-03 read-only audit confirmed:
-
-- **252 Interests rows** in NocoDB, against an estimated ~190–200 unique humans (~20–25% duplication rate).
-- **35 Residential Interests rows** in a parallel residential pathway with the same conflation.
-- **64 Website Interest Submissions + 47 Website Contact Form Submissions + 1 EOI Supplemental Form** as inbound capture surfaces.
-- **No Clients table.** The conflated structure is structural, not accidental.
-
-The new CRM (`src/lib/db/schema/clients.ts`) splits this into `clients` (people) ↔ `interests` (deals), with `clientContacts` (multi-channel), `clientAddresses` (multi-address), and a pre-existing `clientMergeLog` table that anticipates merge with undo. The design has been ready; what's missing is (a) a normalization + matching library, (b) the at-create / at-import surfaces that use it, and (c) the migration of the existing 252+35 records.
-
-### 1.2 Real duplicate patterns observed in the live data
-
-Sampled 200 of the 252 NocoDB Interests rows. Confirmed duplicate clusters fall into six patterns:
-
-| Pattern                      | Example rows                                                                                                                                                                    | Signature                                                              |
-| ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------- |
-| **A. Pure double-submit**    | Deepak Ramchandani #624/#625; John Lynch #716/#725                                                                                                                              | All fields identical; created same day                                 |
-| **B. Phone format variance** | Howard Wiarda #236/#536 (`574-274-0548` vs `+15742740548`); Christophe Zasso #701/#702 (`0651381036` vs `0033651381036`)                                                        | Same email, normalize-equal phone                                      |
-| **C. Name capitalization**   | Nicolas Ruiz #681/#682/#683; Jean-Charles Miege/MIEGE #37/#163; John Farmer/FARMER #35/#161                                                                                     | Same email or empty; surname case differs                              |
-| **D. Name shortening**       | Chris vs Christopher Allen #700/#534; Emma c vs Emma Cauchefer #661/#673                                                                                                        | Same email + phone; given-name truncated                               |
-| **E. Resubmit with typo**    | Christopher Camazou #649/#650 (phone last 4 digits typo); Gianfranco Di Constanzo/Costanzo #585/#336 (surname typo, **different yacht** — should be ONE client + TWO interests) | Score-on-everything-else high, one field has small-edit-distance noise |
-| **F. Hard cases**            | Etiennette Clamouze #188/#717 (same name, different country phone + email); Bruno Joyerot #18 with email belonging to Bruce Hearn #19 (couple sharing contact)                  | Cannot resolve without a human                                         |
-
-This dataset will be the fixture for the dedup library's tests — every pattern above must be either auto-detected or flagged for review, and the false-positive bar must be high enough that Pattern F doesn't get force-merged.
-
-### 1.3 Dirty data inventory
-
-The migration normalizer must survive these real values from production:
-
-**Phone fields**: `+1-264-235-8840\r` (with carriage return), `'+1.214.603.4235` (apostrophe + dots), `0677580750/0690511494` (two numbers in one field), `00447956657022` (00 prefix), `+447000000000` (placeholder all-zeros), `+4901637039672` (impossible — stripped 0 + country prefix), various unprefixed local formats, dashed US numbers without country code.
-
-**Email fields**: mixed case rampant (`Arthur@laser-align.com` vs `arthur@laser-align.com`); ALL-CAPS local parts; trailing whitespace.
-
-**Name fields**: ALL-CAPS surnames mixed with title-case given names; embedded `\n` and `\r`; double spaces; lowercase-only entries; slash-with-company variants (`Daniel Wainstein / 7 Knots, LLC`, `Bruno Joyerot / SAS TIKI`); placeholder `Mr DADER`, `TBC`.
-
-**Place of Residence (free text)**: `Saint barthelemy`, `St Barth`, `Saint-Barthélemy` (same place, three forms); `anguilla`, `United States `, `USA`, `Kansas City` (city without country), `Sag Harbor Y` (typo).
-
-### 1.4 Existing battle-tested algorithm
-
-`client-portal/server/utils/duplicate-detection.ts` already implements blocking + weighted-rules dedup against this same NocoDB. It runs in production today. We **port it forward** (don't reinvent), then add: soundex/metaphone for surname matching, compounded-confidence when multiple rules match, and negative evidence (same email + different country phone reduces confidence).
-
-### 1.5 Why the website is no longer the source of new dirty data
-
-The website forms (`website/components/pn/specific/website/{berths-item,register,form}/form.vue`) use `<v-phone-input>` with a country picker (`prefer-countries: ['US', 'GB', 'DE', 'FR']`) and `[(value) => !!value || 'Phone number is required']` validation. Output is E.164-shaped. The 252 dirty rows are legacy — pre-form-redesign submissions, sales-rep manual entries, and external CSV imports. Future inbound is clean.
-
----
-
-## 2. Approach
-
-Three artifacts, layered:
-
-1. **A pure-logic normalization + matching library** at `src/lib/dedup/`. JSX-free, vitest-native (proven pattern: `realtime-invalidation-core.ts`). Tested against the dirty-data fixture corpus drawn from §1.2.
-2. **Three runtime surfaces** that use the library: at-create suggestion in client/interest forms; interest-level same-berth guard; admin review queue powered by a nightly background scoring job.
-3. **A one-shot migration script** that pulls NocoDB → normalizes → dedupes → writes new schema → produces a CSV report with auto-merge log + flagged-for-review pile.
-
-**Configurability via admin settings** (`system_settings` per port) so the team can tune sensitivity without code changes. Defaults err on the safe side — a flagged review is cheaper than a wrongly-merged record.
-
-**Reversibility**: every merge writes a `client_merge_log` row containing the loser's full pre-state JSON. A 7-day undo window lets a wrong merge be reversed without engineering involvement. After 7 days the snapshot is purged for GDPR; merges become permanent.
-
----
-
-## 3. Normalization library
-
-Lives at `src/lib/dedup/normalize.ts`. Pure functions, no DB, vitest-tested. Used by the dedup algorithm AND by all create-paths so what gets stored is already normalized.
-
-### 3.1 `normalizeName(raw: string)`
-
-```ts
-export function normalizeName(raw: string): {
-  display: string; // human-readable, kept for UI
-  normalized: string; // for matching
-  surnameToken?: string; // for surname-based blocking
-};
-```
-
-- Trim leading/trailing whitespace
-- Replace `\r`, `\n`, tabs with single space
-- Collapse consecutive whitespace to single space
-- Smart title-case: keep particles (`van`, `de`, `del`, `O'`, `di`, `le`, `da`) lowercase except as first token
-- `display` preserves user's intent (slash-with-company stays intact)
-- `normalized` is `display.toLowerCase()` for comparison
-- `surnameToken` is the last non-particle token for blocking
-
-### 3.2 `normalizeEmail(raw: string)`
-
-```ts
-export function normalizeEmail(raw: string): string | null;
-```
-
-- Trim + lowercase
-- Validate via `zod.email()` schema
-- Returns `null` for empty / invalid (caller decides what to do)
-- **Does NOT strip plus-aliases** (`user+tag@domain.com`) — both intentional (real distinct addresses) and malicious-prevention apply. Compare by full localpart.
-
-### 3.3 `normalizePhone(raw: string, defaultCountry: string)`
-
-```ts
-export function normalizePhone(
-  raw: string,
-  defaultCountry: string,
-): {
-  e164: string | null; // canonical, e.g. '+15742740548'
-  country: string | null; // ISO-3166-1 alpha-2
-  display: string | null; // user-facing pretty
-  flagged?: 'multi_number' | 'placeholder' | 'unparseable';
-} | null;
-```
-
-Pipeline:
-
-1. Strip `\r`, `\n`, tabs, single quotes, dots, dashes, parens, spaces
-2. If contains `/` or `;` or `,` → flag `multi_number`, take first segment
-3. If matches `+\d{2}0+$` (e.g., `+447000000000`) → flag `placeholder`, return null
-4. If starts with `00` → replace with `+`
-5. If starts with `+` → parse as E.164
-6. Else if `defaultCountry` provided → parse against that country
-7. Else return null (caller's problem)
-
-Backed by `libphonenumber-js` (already in deps via `tests/integration/factories.ts` usage if not, will add). The hostile cases above all need explicit handling — naïve regex won't survive.
-
-### 3.4 `resolveCountry(text: string)`
-
-```ts
-export function resolveCountry(text: string): {
-  iso: string | null; // ISO-3166-1 alpha-2
-  confidence: 'exact' | 'fuzzy' | 'city' | null;
-};
-```
-
-Reuses `src/lib/i18n/countries.ts`. Pipeline:
-
-1. Lowercase + strip diacritics
-2. Exact match against country names (any locale we ship)
-3. Fuzzy match (Levenshtein ≤ 2 against canonical English names)
-4. City fallback — small in-package mapping for high-frequency cities seen in legacy data (`Sag Harbor → US`, `Kansas City → US`, `St Barth → BL`, etc.). Order: exact → city → fuzzy.
-
-The mapping is opinionated and small (~30 entries covering the actual values seen in the 252-row dataset). Anything that fails to resolve returns `null` and lands in the migration's flagged pile.
-
----
-
-## 4. Dedup algorithm
-
-Lives at `src/lib/dedup/find-matches.ts`. Pure function. Vitest-tested against the §1.2 cluster fixtures.
-
-### 4.1 Public API
-
-```ts
-export interface MatchCandidate {
-  id: string;
-  fullName: string | null;
-  emails: string[]; // already normalized
-  phonesE164: string[]; // already normalized E.164
-  countryIso: string | null;
-}
-
-export interface MatchResult {
-  candidate: MatchCandidate;
-  score: number; // 0–100
-  reasons: string[]; // human-readable, e.g. ["email match", "phone match"]
-  confidence: 'high' | 'medium' | 'low';
-}
-
-export function findClientMatches(
-  input: MatchCandidate,
-  pool: MatchCandidate[],
-  thresholds: DedupThresholds,
-): MatchResult[];
-```
-
-### 4.2 Scoring rules (compound)
-
-Each rule produces a score addition. **Compounding**: when two strong rules match (e.g., email AND phone), the result is ~95+ rather than max(50, 50). Negative evidence subtracts.
-
-| Rule                                                            | Score | Notes                                                  |
-| --------------------------------------------------------------- | ----- | ------------------------------------------------------ |
-| Exact email match (case-insensitive, normalized)                | +60   | One match suffices                                     |
-| Exact phone E.164 match (≥ 8 significant digits)                | +50   | Excludes placeholder all-zeros                         |
-| Exact normalized full-name match                                | +20   | Many "John Smith"s exist                               |
-| Surname soundex match + given-name fuzzy match (Lev ≤ 1)        | +15   | Catches `Constanzo/Costanzo`, `Christophe/Christopher` |
-| Same address (normalized fuzzy ≥ 0.8)                           | +10   | Bonus signal                                           |
-| **Negative**: Same email but different country code on phone    | −15   | Suggests spouse / coworker / shared inbox              |
-| **Negative**: Same name but DIFFERENT email AND DIFFERENT phone | −20   | Two distinct people with the same name                 |
-
-### 4.3 Confidence tiers (post-compound)
-
-- **score ≥ 90 — `high`** — email AND phone match, or email + name + address. Block-create suggest "Use existing." Auto-link on public-form submit by default.
-- **score 50–89 — `medium`** — single strong signal (email or phone alone), or email + same-name + different country (Etiennette case). Soft-warn but allow.
-- **score < 50 — `low`** — weak signals only. Don't surface in UI; only relevant in background-job review queue.
-
-### 4.4 Blocking strategy
-
-For O(n) scan over a pool of N existing clients, build three lookup maps once per scan:
-
-- `byEmail: Map<string, MatchCandidate[]>` — keyed by normalized email
-- `byPhoneE164: Map<string, MatchCandidate[]>` — keyed by E.164
-- `bySurnameToken: Map<string, MatchCandidate[]>` — keyed by `normalizeName(...).surnameToken`
-
-For an incoming `MatchCandidate`, the candidate set to compare is the union of pool entries reachable through any of its emails/phones/surname-token. Typically 0–5 candidates per query, regardless of N.
-
-### 4.5 Performance budget
-
-For migration: 252 rows compared pairwise once. ~30k comparisons after blocking — a few seconds.
-
-For runtime at-create: incoming candidate against existing pool of N clients per port. Expected pool size at maturity: 1k–10k. With blocking: <10 comparisons, <1ms target. No DB query needed beyond the initial pool fetch (which itself uses the indexed columns).
-
-For background nightly job: full pairwise within port, blocked. 10k clients → ~50k pairwise checks per port → <30s. Fine for a nightly cron.
-
----
-
-## 5. Configurable thresholds (admin settings)
-
-New rows in `system_settings` per port. Default values err safe (more confirmation, less auto-action).
-
-| Key                            | Default           | Effect                                                                                                                                                                               |
-| ------------------------------ | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
-| `dedup_block_create_threshold` | `90`              | Score above which the client-create form interrupts: "Use existing client?"                                                                                                          |
-| `dedup_soft_warn_threshold`    | `50`              | Score above which a soft-warn panel surfaces below the form                                                                                                                          |
-| `dedup_review_queue_threshold` | `40`              | Background job lands pairs ≥ this score in `/admin/duplicates`                                                                                                                       |
-| `dedup_public_form_auto_link`  | `true`            | When a public-form submission scores ≥ block-threshold against existing client, attach the new interest to that client without prompting. **Safe**: no merge, just attaching a deal. |
-| `dedup_auto_merge_threshold`   | `null` (disabled) | If non-null, merges happen automatically at this threshold without human confirmation. Recommend leaving null until the team is comfortable; `95` is a reasonable cautious value.    |
-| `dedup_undo_window_days`       | `7`               | How long the loser's pre-state JSON is retained for merge-undo. After this, the snapshot is purged (GDPR) and merges are permanent.                                                  |
-
-Each setting is a row in `system_settings`. UI surface in `/[portSlug]/admin/dedup` (a new admin page) with an "Advanced" toggle to expose the thresholds and brief explanations.
-
-If the sales team complains the safer mode is too click-heavy, an admin flips `dedup_auto_merge_threshold` to `95` without any code change.
-
----
-
-## 6. Merge service contract
-
-### 6.1 Data flow
-
-`mergeClients(winnerId, loserId, fieldChoices, ctx)` does, in a single transaction:
-
-1. **Snapshot loser** — full row + all attached `clientContacts`, `clientAddresses`, `clientNotes`, `clientTags`, plus a count of dependent rows about to be moved (interests, yacht-memberships, etc.). Stored as `mergeDetails` JSONB in `clientMergeLog`.
-2. **Reattach** — every row pointing at `loserId` updates to point at `winnerId`:
-   - `interests.clientId`
-   - `clientContacts.clientId` — with conflict handling: if winner already has the same email, keep winner's; flag the duplicate for the user
-   - `clientAddresses.clientId` — same conflict handling
-   - `clientNotes.clientId` — preserve `authorId` + `createdAt` (never overwrite)
-   - `clientTags.clientId`
-   - `clientYachtMembership.clientId` (or whatever the table is called)
-   - `auditLogs.entityId` — annotate, don't move (audit truth)
-3. **Apply fieldChoices** — for each field where the user picked the loser's value, copy that into the winner row.
-4. **Soft-archive loser** — `loser.archivedAt = now()`, `loser.mergedIntoClientId = winnerId`. Row stays in DB so the merge is reversible.
-5. **Write `clientMergeLog`** — `{ winnerId, loserId, mergedBy, mergedAt, mergeDetails: <snapshot>, fieldChoices }`.
-6. **Audit log** — top-level `auditLogs` row: `{ action: 'merge', entityType: 'client', entityId: winnerId, metadata: { loserId, score, reasons } }`.
-
-### 6.2 Schema additions (migration)
-
-`clients` table gets a new column:
-
-```ts
-mergedIntoClientId: text('merged_into_client_id').references(() => clients.id),
-```
-
-The existing `clientMergeLog` table is reused. Add a partial index for the undo-window query:
-
-```sql
-CREATE INDEX idx_cml_recent ON client_merge_log (port_id, created_at DESC) WHERE created_at > NOW() - INTERVAL '7 days';
-```
-
-A daily maintenance job (using the existing `maintenance-cleanup.test.ts` infrastructure) purges `mergeDetails` JSONB older than `dedup_undo_window_days` setting.
-
-### 6.3 Undo
-
-`unmergeClients(mergeLogId, ctx)`:
-
-1. Within the undo window, look up the snapshot
-2. Restore loser: clear `archivedAt`, `mergedIntoClientId`
-3. Restore loser's contacts/addresses/notes/tags from snapshot
-4. Detach reattached rows: `interests` etc. that were touching `winnerId` and originally belonged to loser go back. The snapshot stores the original `(rowType, rowId)` list explicitly so this is deterministic.
-5. Mark log row `undoneAt = now()`, `undoneBy = userId`
-
-After 7 days the snapshot is gone and unmerge returns `410 Gone`.
-
-### 6.4 Concurrency
-
-Both merge and unmerge wrap in a single transaction with `SELECT … FOR UPDATE` on `clients.id` of both winner and loser. A second merge attempt against the same loser sees `mergedIntoClientId` already set and refuses (clear error: "Already merged into …").
-
----
-
-## 7. Runtime surfaces
-
-### 7.1 Layer 1 — At-create suggestion
-
-In `ClientForm` (and the public `register` form once that hits the new system):
-
-- Debounced 300ms after email or phone field changes
-- Calls `findClientMatches` against current port's clients
-- Renders top-1 match if score ≥ `dedup_soft_warn_threshold`:
-  ```
-  ┌─────────────────────────────────────┐
-  │ This looks like an existing client   │
-  │  ML  Marcus Laurent                  │
-  │      marcus@…   +33 6 12 34 56 78    │
-  │      2 interests · last 9d ago        │
-  │  [ Use this client ]   [ Create new ] │
-  └─────────────────────────────────────┘
-  ```
-- "Use this client" → form switches to "create new interest under existing client" mode (preserves whatever other fields the user typed)
-- "Create new" → audit-log `dedup_override` with the candidate's id and reasons (so we have data on false positives)
-
-### 7.2 Layer 2 — Interest-level same-berth guard
-
-Cheap one-liner in `createInterest` service:
-
-- Check `(clientId, berthId)` against existing non-archived interests
-- If hit, throw `BerthDuplicateError` with the existing interest details
-- UI catches and prompts: "Update existing or create separate?"
-
-This is NOT the same as client-level dedup. Same client legitimately can pursue the same berth a second time after it falls through. But the prompt-before-create catches the accidental double-submit case.
-
-### 7.3 Layer 3 — Background scoring + review queue
-
-- A nightly cron (using existing BullMQ infrastructure — search for `scheduled-tasks` in repo) runs `findClientMatches` over each port's full client pool
-- Pairs scoring ≥ `dedup_review_queue_threshold` land in a `client_merge_candidates` table:
-  ```ts
-  export const clientMergeCandidates = pgTable('client_merge_candidates', {
-    id: text('id').primaryKey()...,
-    portId: text('port_id').notNull()...,
-    clientAId: text('client_a_id').notNull()...,
-    clientBId: text('client_b_id').notNull()...,
-    score: integer('score').notNull(),
-    reasons: jsonb('reasons').notNull(),
-    status: text('status').notNull().default('pending'), // pending | dismissed | merged
-    createdAt: timestamp('created_at')...,
-    resolvedAt: timestamp('resolved_at'),
-    resolvedBy: text('resolved_by'),
-  })
-  ```
-- `/[portSlug]/admin/duplicates` lists pending candidates sorted by score desc, with `[Review →]` opening a side-by-side merge dialog
-- Dismissing a candidate marks it `status=dismissed` so the job doesn't re-surface the same pair tomorrow (a future score increase re-creates it).
-
----
-
-## 8. NocoDB → new system field mapping
-
-This is the explicit mapping the migration script applies. One NocoDB Interest row produces multiple new rows.
-
-### 8.1 Top-level transform
-
-```
-NocoDB Interests row
-  ─→ 0–1 client (deduped against existing pool)
-  ─→ 0–1 client_address
-  ─→ 0–2 client_contacts (email, phone)
-  ─→ exactly 1 interest
-  ─→ 0–1 yacht (when Yacht Name present and not "TBC"/"Na"/empty placeholders)
-  ─→ 0–1 document (when documensoID present)
-```
-
-### 8.2 Field map
-
-| NocoDB field                                                      | Target                                                             | Transform                                                                    |
-| ----------------------------------------------------------------- | ------------------------------------------------------------------ | ---------------------------------------------------------------------------- |
-| `Full Name`                                                       | `clients.fullName`                                                 | `normalizeName().display`                                                    |
-| `Email Address`                                                   | `clientContacts(channel='email', value=...)`                       | `normalizeEmail()`                                                           |
-| `Phone Number`                                                    | `clientContacts(channel='phone', valueE164=..., valueCountry=...)` | `normalizePhone(raw, defaultCountry)`                                        |
-| `Address`                                                         | `clientAddresses.streetAddress` (LongText preserved)               | trim                                                                         |
-| `Place of Residence`                                              | `clientAddresses.countryIso` AND `clients.nationalityIso`          | `resolveCountry()`                                                           |
-| `Contact Method Preferred`                                        | `clients.preferredContactMethod`                                   | lowercase, mapped: Email→email, Phone→phone                                  |
-| `Source`                                                          | `clients.source`                                                   | mapped: portal→website, Form→website, External→manual; null → manual         |
-| `Date Added`                                                      | `interests.createdAt` (fallback to NocoDB `Created At` then now)   | parse: try `DD-MM-YYYY`, then `YYYY-MM-DD`, then ISO                         |
-| `Sales Process Level`                                             | `interests.pipelineStage`                                          | see §8.3                                                                     |
-| `Lead Category`                                                   | `interests.leadCategory`                                           | General→general_interest, Friends and Family→general_interest with tag       |
-| `Berth` (FK)                                                      | `interests.berthId`                                                | resolve via `Berths` table by `Mooring Number`                               |
-| `Berth Size Desired`                                              | `interests.notes` (appended)                                       | preserve                                                                     |
-| `Yacht Name`, `Length`, `Width`, `Depth`                          | `yachts.name`, `lengthM`, `widthM`, `draughtM`                     | skip if name in {`TBC`, `Na`, ``, null}; ft→m via `\* 0.3048`                |
-| `EOI Status`                                                      | `interests.eoiStatus`                                              | Awaiting Further Details→pending; Waiting for Signatures→sent; Signed→signed |
-| `Deposit 10% Status`                                              | `interests.depositStatus`                                          | Pending→pending; Received→received                                           |
-| `Contract Status`                                                 | `interests.contractStatus`                                         | Pending→pending; 40% Received→partial; Complete→complete                     |
-| `EOI Time Sent`                                                   | `interests.dateEoiSent`                                            | parse                                                                        |
-| `clientSignTime` / `developerSignTime` / `all_signed_notified_at` | `interests.dateEoiSigned` (use latest)                             | parse                                                                        |
-| `Time LOI Sent`                                                   | `interests.dateContractSent`                                       | parse                                                                        |
-| `Internal Notes` + `Extra Comments`                               | `clientNotes` (one row, system author)                             | concatenate with section markers                                             |
-| `documensoID`                                                     | `documents.documensoId` (when present, type='eoi')                 | preserve                                                                     |
-| `Signature Link Client/CC/Developer`, `EmbeddedSignature*`        | `documents.signers[]`                                              | one row per non-null signer                                                  |
-| `reminder_enabled`, `last_reminder_sent`, etc.                    | `interests.reminderEnabled`, `interests.reminderLastFired`         | parse, default true                                                          |
-
-### 8.3 Sales-stage mapping (8 → 9)
-
-| NocoDB                          | New (PIPELINE_STAGES)                                                    |
-| ------------------------------- | ------------------------------------------------------------------------ |
-| General Qualified Interest      | `open`                                                                   |
-| Specific Qualified Interest     | `details_sent`                                                           |
-| EOI and NDA Sent                | `eoi_sent`                                                               |
-| Signed EOI and NDA              | `eoi_signed`                                                             |
-| Made Reservation                | `deposit_10pct`                                                          |
-| Contract Negotiation            | `contract_sent`                                                          |
-| Contract Negotiations Finalized | `contract_sent` (with audit-note: legacy "negotiations finalized")       |
-| Contract Signed                 | `contract_signed` (or `completed` when deposit + contract both complete) |
-
-### 8.4 Other tables
-
-- **Residential Interests** (35 rows) — same shape as Interests but maps to `residentialClients` + `residentialInterests`. Smaller and cleaner. Same dedup runs within this pool independently.
-- **Website - Interest Submissions** (64 rows) — these are **inbound capture, not yet a client**. Treat as if each row is a fresh public-form submission today: run dedup against the migrated client pool. Auto-link if `dedup_public_form_auto_link` setting allows.
-- **Website - Contact Form Submissions** (47 rows) — sparse data (just name + email + interest type). Skip migration; export as CSV for manual triage. Not the source of truth for any deal.
-- **Website - Berth EOI Details Supplements** (1 row) — single record, preserved as a one-off attached to the matching Interest.
-- **Newsletter Sending** (69 rows) — out of scope; that's a marketing surface, not CRM.
-- **Interests Backup, Interests copy** — historical artifacts. Skipped by default. A `--include-backups` flag attaches them as audit-note entries on the corresponding live Interest if the user wants the history.
-
----
-
-## 9. Migration script
-
-Located at `scripts/migrate-from-nocodb.ts`. Idempotent: safe to re-run. Three main flags:
-
-```
-$ pnpm tsx scripts/migrate-from-nocodb.ts --dry-run [--port-slug X]
-  Pulls everything, transforms, runs dedup, writes CSV report to .migration/<timestamp>/. No DB writes.
-
-$ pnpm tsx scripts/migrate-from-nocodb.ts --apply --report .migration/<timestamp>/
-  Reads the report, performs the writes the dry-run promised. Refuses if the source data has changed since the report was generated (hash mismatch).
-
-$ pnpm tsx scripts/migrate-from-nocodb.ts --rollback --apply-id <id>
-  Reads the apply log, undoes the writes (only valid within the undo window).
-```
-
-Reuses the `client-portal/server/utils/nocodb.ts` adapter for the NocoDB API client (no need to rebuild). Writes to the new system via Drizzle (re-using the existing services like `createClient`, `createInterest`, etc., so all the same validation runs).
-
-### 9.1 Dry-run report format
-
-`.migration/<timestamp>/report.csv`:
-
-```csv
-op,reason,nocodb_row_id,target_table,target_value,confidence,manual_review_required
-create_client,new,624,clients.fullName,Deepak Ramchandani,N/A,false
-create_contact,new,624,clientContacts.email,dannyrams8888@gmail.com,N/A,false
-create_contact,new,624,clientContacts.phone,+17215868888,N/A,false
-create_interest,new,624,interests.berthId,a1b2c3...,N/A,false
-auto_link,score=98 (email+phone),625,clients.id,<existing client UUID from row 624>,high,false
-flag_for_review,score=72 (same name diff country),188,client.id,<existing client UUID from row 717>,medium,true
-country_unresolved,fallback to AI (port country),198,clientAddresses.countryIso,AI,low,true
-phone_unparseable,placeholder all-zeros,641,clientContacts.phone,<skipped>,N/A,true
-```
-
-Plus `.migration/<timestamp>/summary.md`:
-
-```
-# Migration Dry-Run — 2026-05-03 14:23 UTC
-
-NocoDB:    252 Interests + 35 Residences + 64 Website Submissions
-Outcome:   198 clients, 287 interests (incl. residences), 91 yachts, 412 contacts
-
-Auto-linked (high confidence, no human action needed):
-  - Nicolas Ruiz: rows 681,682,683 → 1 client + 3 interests
-  - John Lynch:   rows 716,725 → 1 client + 2 interests
-  - Deepak Ramchandani: rows 624,625 → 1 client + 2 interests
-  - [12 more]
-
-Flagged for manual review (medium confidence):
-  - Etiennette Clamouze (rows 188,717): same name, different country phone + email
-  - Bruno Joyerot #18 + Bruce Hearn #19: shared household contact
-  - [4 more]
-
-Country resolution failed for 7 rows. All defaulted to port country (AI). Review:
-  - Row 239: "Sag Harbor Y" → AI (likely US)
-  - [6 more]
-
-Phone parsing failed for 3 rows. All flagged, no contact created:
-  - Row 178: empty
-  - Row 641: placeholder "+447000000000"
-  - Row 175: empty
-
-Run `--apply` to commit these changes.
-```
-
-### 9.2 Apply phase
-
-`--apply` reads the report, re-fetches the source rows (via NocoDB MCP / API), recomputes the hash, fails fast if NocoDB changed since dry-run. Then performs the writes within a single PostgreSQL transaction per port (commit at end). On any error mid-transaction, full rollback.
-
-After successful apply, an `apply_id` is generated and an audit-log row written. The `apply_id` is the handle used for `--rollback`.
-
-### 9.3 Idempotency
-
-The script tracks NocoDB row IDs in a `migration_source_links` table:
-
-```ts
-export const migrationSourceLinks = pgTable('migration_source_links', {
-  id: text('id').primaryKey()...,
-  sourceSystem: text('source_system').notNull(), // 'nocodb_interests' | 'nocodb_residences' | …
-  sourceId: text('source_id').notNull(),         // NocoDB row id as string
-  targetEntityType: text('target_entity_type').notNull(), // client | interest | yacht | …
-  targetEntityId: text('target_entity_id').notNull(),
-  appliedAt: timestamp('applied_at')...,
-  appliedBy: text('applied_by'),
-}, (table) => [
-  uniqueIndex('idx_msl_source').on(table.sourceSystem, table.sourceId, table.targetEntityType),
-]);
-```
-
-Re-running `--apply` against the same report skips rows already in this table. Useful for partial-failure resumption.
-
----
-
-## 10. Test plan
-
-### 10.1 Library-level (vitest unit)
-
-- `tests/unit/dedup/normalize.test.ts` — every dirty-data pattern from §1.3 has a fixture asserting the expected normalized output.
-- `tests/unit/dedup/find-matches.test.ts` — every duplicate cluster from §1.2 has a fixture asserting score + confidence tier. Hard cases (Pattern F) assert "medium" not "high" — false-positive guard.
-
-### 10.2 Service-level (vitest integration)
-
-- `tests/integration/dedup/client-merge.test.ts` — merge service exercised: full reattach, clientMergeLog written, undo within window restores, undo after window returns 410, concurrent merge of same loser fails the second.
-- `tests/integration/dedup/at-create-suggestion.test.ts` — `findClientMatches` against a seeded pool returns expected matches + reasons.
-
-### 10.3 Migration script (vitest integration with NocoDB mock)
-
-- `tests/integration/dedup/migration-dry-run.test.ts` — feed the script a fixture NocoDB dump (the 252 rows, frozen as a JSON snapshot in fixtures), assert the resulting CSV matches a golden file. Catch any future regression in the transform pipeline.
-- `tests/integration/dedup/migration-apply.test.ts` — apply the dry-run output to a clean test DB, assert all expected rows exist, assert idempotency (re-apply is a no-op).
-
-### 10.4 E2E (Playwright)
-
-- `tests/e2e/smoke/30-dedup-create.spec.ts` — type into ClientForm with an email matching seeded client; assert suggestion card appears; click "Use this client"; assert form switches to interest-create mode.
-- `tests/e2e/smoke/31-admin-duplicates.spec.ts` — admin views review queue, opens a candidate, side-by-side merge UI works, merge succeeds, undo within window works.
-
----
-
-## 11. Rollback plan
-
-Three layers of safety, ordered by reversibility:
-
-1. **Per-merge undo** — admin clicks Undo on a wrongly-merged pair, system rolls back from `clientMergeLog` snapshot. 7-day window. No engineering needed.
-2. **Migration `--rollback` flag** — entire migration apply is reversed via the `apply_id` and `migration_source_links` table. Useful in the first 24h after `--apply`. Engineering-supervised.
-3. **DB restore from backup** — the existing `docs/ops/backup-runbook.md` covers this. Last resort if both above are blocked.
-
-Pre-migration, take a hot backup of the new DB (`pg_dump`). Pre-merge in production (before any human-facing surface ships), the `dedup_auto_merge_threshold` defaults to `null` so no automatic merges happen — every merge is human-confirmed.
-
----
-
-## 12. Open items
-
-- **Soundex vs metaphone** — Soundex is simpler but English-leaning. Metaphone handles non-English surnames better (the dataset has French, German, Italian, Slavic names). Default to metaphone via the `natural` package; revisit if it adds significant install size.
-- **Cross-port dedup** — not in scope. Each port's clients are deduped within that port. A future "shared address book" feature would need its own design.
-- **Profile photo / face match** — out of scope.
-- **AI-assisted match resolution** — out of scope. The Layer-3 review queue is human-only.
-
----
-
-## Implementation sequence
-
-P1 (this design's library) → P2 (runtime surfaces) → P3 (migration). Each is a separate plan / PR.
-
-**P1 deliverables**: `src/lib/dedup/{normalize,find-matches}.ts` + tests. No UI changes. No DB changes (except indexed lookups added to existing `clientContacts`). ~1.5 days.
-
-**P2 deliverables**: at-create suggestion in `ClientForm` + interest-level guard in `createInterest` service + admin settings UI for thresholds + `clientMergeCandidates` table + nightly job + admin review queue page + merge service + side-by-side merge UI. ~5–7 days.
-
-**P3 deliverables**: `scripts/migrate-from-nocodb.ts` + `migration_source_links` table + dry-run + apply + rollback. CSV report format frozen against fixture. ~3 days, including fixture creation from the live NocoDB snapshot.
-
-Total: ~10–12 engineering days from approval. Can be split across three PRs landing independently — each is testable in isolation and the runtime surfaces (P2) work even without P3 being run.

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

@@ -65,6 +65,7 @@
     "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",
@@ -91,9 +92,9 @@
     "@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",

pnpm-lock.yaml

@@ -152,6 +152,9 @@ importers:
       openai:
         specifier: ^6.27.0
         version: 6.27.0(ws@8.18.3)(zod@3.25.76)
+      pdf-lib:
+        specifier: ^1.17.1
+        version: 1.17.1
       pino:
         specifier: ^9.5.0
         version: 9.14.0
@@ -4417,6 +4420,9 @@ packages:
   pathe@2.0.3:
     resolution: {integrity: sha512-WUjGcAqP1gQacoQe+OBJsFA7Ld4DyXuUIjZ5cc75cLHvJ7dtNsTugphxIADwspS+AraAUePCKrSVtPLFj/F88w==}
 
+  pdf-lib@1.17.1:
+    resolution: {integrity: sha512-V/mpyJAoTsN4cnP31vc0wfNA1+p20evqqnap0KLoRUN0Yk/p3wN52DOEsL4oBFcLdb76hlpKPtzJIgo67j/XLw==}
+
   peberminta@0.9.0:
     resolution: {integrity: sha512-XIxfHpEuSJbITd1H3EeQwpcZbTLHc+VVr8ANI9t5sit565tsI4/xK3KWTUFE2e6QiangUkh3B0jihzmGnNrRsQ==}
 
@@ -5375,6 +5381,9 @@ packages:
   tsconfig-paths@3.15.0:
     resolution: {integrity: sha512-2Ac2RgzDe/cn48GvOe3M+o82pEFewD3UPbyoUHHdKasHwJKjds4fLXWf/Ux5kATBKN20oaFGu+jbElp1pos0mg==}
 
+  tslib@1.14.1:
+    resolution: {integrity: sha512-Xni35NKzjgMrwevysHTCArtLDpPvye8zV/0E4EyYn43P7/7qvQwPh9BGkHewbMulVntbigmcT7rdX3BNo9wRJg==}
+
   tslib@2.8.1:
     resolution: {integrity: sha512-oJFu94HQb+KVduSUQL7wnpmqnfmLsOA/nAh6b6EH0wCEoK0/mPeXU6c3wKDV83MkOuHPRHtSXKKU99IBazS/2w==}
 
@@ -9668,6 +9677,13 @@ snapshots:
 
   pathe@2.0.3: {}
 
+  pdf-lib@1.17.1:
+    dependencies:
+      '@pdf-lib/standard-fonts': 1.0.0
+      '@pdf-lib/upng': 1.0.1
+      pako: 1.0.11
+      tslib: 1.14.1
+
   peberminta@0.9.0: {}
 
   performance-now@2.1.0: {}
@@ -10843,6 +10859,8 @@ snapshots:
       minimist: 1.2.8
       strip-bom: 3.0.0
 
+  tslib@1.14.1: {}
+
   tslib@2.8.1: {}
 
   tsx@4.21.0:

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

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { Suspense, useState } from 'react';
 import { useRouter, useSearchParams } from 'next/navigation';
 import { useForm } from 'react-hook-form';
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -44,7 +44,7 @@ const requirements: Requirement[] = [
   { 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');
@@ -154,8 +154,7 @@ export default function SetPasswordPage() {
                   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')}
                 />
@@ -174,3 +173,18 @@ export default function SetPasswordPage() {
     </div>
   );
 }
+
+export default function SetPasswordPage() {
+  return (
+    <Suspense
+      fallback={
+        <div
+          className="min-h-screen flex items-center justify-center px-4"
+          style={{ backgroundColor: '#1e2844' }}
+        />
+      }
+    >
+      <SetPasswordInner />
+    </Suspense>
+  );
+}

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]/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]/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/(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/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/verify/page.tsx

@@ -1,10 +1,10 @@
 'use client';
 
-import { useEffect, useRef } from 'react';
+import { Suspense, useEffect, useRef } from 'react';
 import { useRouter, useSearchParams } from 'next/navigation';
 import { Loader2 } from 'lucide-react';
 
-export default function PortalVerifyPage() {
+function PortalVerifyInner() {
   const router = useRouter();
   const searchParams = useSearchParams();
   const calledRef = useRef(false);
@@ -33,3 +33,17 @@ export default function PortalVerifyPage() {
     </div>
   );
 }
+
+export default function PortalVerifyPage() {
+  return (
+    <Suspense
+      fallback={
+        <div className="min-h-screen flex items-center justify-center bg-gray-50">
+          <Loader2 className="h-8 w-8 animate-spin text-[#1e2844]" />
+        </div>
+      }
+    >
+      <PortalVerifyInner />
+    </Suspense>
+  );
+}

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

@@ -1,11 +1,15 @@
 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 { publicInterestSchema } from '@/lib/validators/interests';
@@ -35,7 +39,14 @@ function checkRateLimit(ip: string): void {
   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';
@@ -50,7 +61,6 @@ export async function POST(req: NextRequest) {
       return NextResponse.json({ error: 'Port context required' }, { status: 400 });
     }
 
-    // Resolve the full name
     const fullName =
       data.firstName && data.lastName
         ? `${data.firstName} ${data.lastName}`
@@ -58,10 +68,10 @@ 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)),
@@ -72,36 +82,117 @@ 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
           if (data.preferredContactMethod) {
-          await db
+            await tx
               .update(clients)
               .set({ preferredContactMethod: data.preferredContactMethod })
               .where(eq(clients.id, clientId));
           }
         } else {
-        clientId = await createNewClient(portId, fullName, data);
+          clientId = await createClientInTx(tx, portId, fullName, data);
         }
       } else {
-      clientId = await createNewClient(portId, fullName, data);
+        clientId = await createClientInTx(tx, portId, fullName, data);
       }
 
-    // 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,
+              incorporationCountry: data.company.incorporationCountry ?? 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',
@@ -113,33 +204,50 @@ export async function POST(req: NextRequest) {
             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 +256,7 @@ 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 +265,7 @@ 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) {
@@ -165,46 +273,33 @@ 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'>,
 ): 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,
       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,

src/app/api/v1/berth-reservations/[id]/route.ts

@@ -0,0 +1,114 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { requirePermission } from '@/lib/auth/permissions';
+import { errorResponse } from '@/lib/errors';
+import {
+  activate,
+  cancel,
+  endReservation,
+  getById,
+} from '@/lib/services/berth-reservations.service';
+
+// ─── PATCH body schema (action-based discriminated union) ────────────────────
+
+const patchBodySchema = z.discriminatedUnion('action', [
+  z.object({
+    action: z.literal('activate'),
+    contractFileId: z.string().optional(),
+    effectiveDate: z.coerce.date().optional(),
+  }),
+  z.object({
+    action: z.literal('end'),
+    endDate: z.coerce.date(),
+    notes: z.string().optional(),
+  }),
+  z.object({
+    action: z.literal('cancel'),
+    reason: z.string().optional(),
+  }),
+]);
+
+// ─── Handlers ────────────────────────────────────────────────────────────────
+
+export const getHandler: RouteHandler = async (_req, ctx, params) => {
+  try {
+    const reservation = await getById(params.id!, ctx.portId);
+    return NextResponse.json({ data: reservation });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const patchHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, patchBodySchema);
+    const meta = {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    };
+
+    if (body.action === 'activate') {
+      requirePermission(ctx, 'reservations', 'activate');
+      const result = await activate(
+        params.id!,
+        ctx.portId,
+        {
+          contractFileId: body.contractFileId,
+          effectiveDate: body.effectiveDate,
+        },
+        meta,
+      );
+      return NextResponse.json({ data: result });
+    }
+
+    if (body.action === 'end') {
+      // `end` is lifecycle progression; same privilege as activate.
+      requirePermission(ctx, 'reservations', 'activate');
+      const result = await endReservation(
+        params.id!,
+        ctx.portId,
+        { endDate: body.endDate, notes: body.notes },
+        meta,
+      );
+      return NextResponse.json({ data: result });
+    }
+
+    // action === 'cancel'
+    requirePermission(ctx, 'reservations', 'cancel');
+    const result = await cancel(params.id!, ctx.portId, { reason: body.reason }, meta);
+    return NextResponse.json({ data: result });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const deleteHandler: RouteHandler = async (_req, ctx, params) => {
+  try {
+    await cancel(
+      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);
+  }
+};
+
+export const GET = withAuth(withPermission('reservations', 'view', getHandler));
+// PATCH cannot use `withPermission` wrapper — the required permission depends
+// on the `action` field in the body. `requirePermission` is called inside the
+// handler after the body is parsed.
+export const PATCH = withAuth(patchHandler);
+export const DELETE = withAuth(withPermission('reservations', 'cancel', deleteHandler));

src/app/api/v1/berths/[id]/reservations/route.ts

@@ -0,0 +1,72 @@
+import { and, eq } from 'drizzle-orm';
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody, parseQuery } from '@/lib/api/route-helpers';
+import { db } from '@/lib/db';
+import { berths } from '@/lib/db/schema/berths';
+import { NotFoundError, errorResponse } from '@/lib/errors';
+import { createPending, listReservations } from '@/lib/services/berth-reservations.service';
+import { createPendingSchema, listReservationsSchema } from '@/lib/validators/reservations';
+
+// URL berthId is authoritative; make body berthId optional (ignored anyway).
+const createPendingBodySchema = createPendingSchema
+  .omit({ berthId: true })
+  .extend({ berthId: createPendingSchema.shape.berthId.optional() });
+
+async function assertBerthInPort(berthId: string, portId: string): Promise<void> {
+  const berth = await db.query.berths.findFirst({
+    where: and(eq(berths.id, berthId), eq(berths.portId, portId)),
+  });
+  if (!berth) throw new NotFoundError('Berth');
+}
+
+export const listHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    await assertBerthInPort(params.id!, ctx.portId);
+
+    const query = parseQuery(req, listReservationsSchema);
+    // URL berthId is authoritative; override any client-supplied value.
+    const result = await listReservations(ctx.portId, { ...query, berthId: params.id! });
+    const { page, limit } = query;
+    const totalPages = Math.ceil(result.total / limit);
+    return NextResponse.json({
+      data: result.data,
+      pagination: {
+        page,
+        pageSize: limit,
+        total: result.total,
+        totalPages,
+        hasNextPage: page < totalPages,
+        hasPreviousPage: page > 1,
+      },
+    });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const createHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    await assertBerthInPort(params.id!, ctx.portId);
+
+    const body = await parseBody(req, createPendingBodySchema);
+    // URL berthId is authoritative; any body-supplied berthId is ignored.
+    const reservation = await createPending(
+      ctx.portId,
+      { ...body, berthId: params.id! },
+      {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      },
+    );
+    return NextResponse.json({ data: reservation }, { status: 201 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('reservations', 'view', listHandler));
+export const POST = withAuth(withPermission('reservations', 'create', createHandler));

src/app/api/v1/companies/[id]/members/[mid]/route.ts

@@ -0,0 +1,50 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { endMembership, updateMembership } from '@/lib/services/company-memberships.service';
+import { endMembershipSchema, updateMembershipSchema } from '@/lib/validators/company-memberships';
+
+export const patchHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, updateMembershipSchema);
+    const updated = await updateMembership(params.mid!, ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: updated });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const deleteHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    let endDate = new Date();
+    const text = await req.text();
+    if (text.length > 0) {
+      const parsed = endMembershipSchema.parse(JSON.parse(text));
+      endDate = parsed.endDate;
+    }
+    await endMembership(
+      params.mid!,
+      ctx.portId,
+      { endDate },
+      {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      },
+    );
+    return new NextResponse(null, { status: 204 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const PATCH = withAuth(withPermission('memberships', 'manage', patchHandler));
+export const DELETE = withAuth(withPermission('memberships', 'manage', deleteHandler));

src/app/api/v1/companies/[id]/members/[mid]/set-primary/route.ts

@@ -0,0 +1,21 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { setPrimary } from '@/lib/services/company-memberships.service';
+
+export const setPrimaryHandler: RouteHandler = async (_req, ctx, params) => {
+  try {
+    const membership = await setPrimary(params.mid!, ctx.portId, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: membership });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const POST = withAuth(withPermission('memberships', 'manage', setPrimaryHandler));

src/app/api/v1/companies/[id]/members/route.ts

@@ -0,0 +1,43 @@
+import { NextResponse } from 'next/server';
+import { z } from 'zod';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody, parseQuery } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { addMembership, listByCompany } from '@/lib/services/company-memberships.service';
+import { addMembershipSchema } from '@/lib/validators/company-memberships';
+
+const listQuerySchema = z.object({
+  activeOnly: z
+    .enum(['true', 'false'])
+    .transform((v) => v === 'true')
+    .default('true'),
+});
+
+export const listHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const { activeOnly } = parseQuery(req, listQuerySchema);
+    const memberships = await listByCompany(params.id!, ctx.portId, { activeOnly });
+    return NextResponse.json({ data: memberships });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const createHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, addMembershipSchema);
+    const membership = await addMembership(params.id!, ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: membership }, { status: 201 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('memberships', 'view', listHandler));
+export const POST = withAuth(withPermission('memberships', 'manage', createHandler));

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

@@ -0,0 +1,49 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { getCompanyById, updateCompany, archiveCompany } from '@/lib/services/companies.service';
+import { updateCompanySchema } from '@/lib/validators/companies';
+
+export const getHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const company = await getCompanyById(params.id!, ctx.portId);
+    return NextResponse.json({ data: company });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const patchHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, updateCompanySchema);
+    const updated = await updateCompany(params.id!, ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: updated });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const deleteHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    await archiveCompany(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);
+  }
+};
+
+export const GET = withAuth(withPermission('companies', 'view', getHandler));
+export const PATCH = withAuth(withPermission('companies', 'edit', patchHandler));
+export const DELETE = withAuth(withPermission('companies', 'delete', deleteHandler));

src/app/api/v1/companies/autocomplete/route.ts

@@ -0,0 +1,20 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { autocomplete } from '@/lib/services/companies.service';
+
+export const autocompleteHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const q = req.nextUrl.searchParams.get('q');
+    if (!q) {
+      return NextResponse.json({ data: [] });
+    }
+    const companies = await autocomplete(ctx.portId, q);
+    return NextResponse.json({ data: companies });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('companies', 'view', autocompleteHandler));

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

@@ -0,0 +1,47 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseQuery, parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { listCompanies, createCompany } from '@/lib/services/companies.service';
+import { listCompaniesSchema, createCompanySchema } from '@/lib/validators/companies';
+
+export const listHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const query = parseQuery(req, listCompaniesSchema);
+    const result = await listCompanies(ctx.portId, query);
+    const { page, limit } = query;
+    const totalPages = Math.ceil(result.total / limit);
+    return NextResponse.json({
+      data: result.data,
+      pagination: {
+        page,
+        pageSize: limit,
+        total: result.total,
+        totalPages,
+        hasNextPage: page < totalPages,
+        hasPreviousPage: page > 1,
+      },
+    });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const createHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const body = await parseBody(req, createCompanySchema);
+    const company = await createCompany(ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: company }, { status: 201 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('companies', 'view', listHandler));
+export const POST = withAuth(withPermission('companies', 'create', createHandler));

src/app/api/v1/document-templates/[id]/generate-and-sign/route.ts

@@ -11,7 +11,7 @@ export const POST = withAuth(
     try {
       const body = await parseBody(req, generateAndSignSchema);
       const result = await generateAndSign(
-        params.id!,
+        params.id === 'documenso-template' ? null : params.id!,
         ctx.portId,
         {
           clientId: body.clientId,
@@ -19,6 +19,7 @@ export const POST = withAuth(
           berthId: body.berthId,
         },
         body.signers,
+        body.pathway,
         {
           userId: ctx.userId,
           portId: ctx.portId,

src/app/api/v1/documents/generate-eoi/route.ts

@@ -1,24 +0,0 @@
-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 { generateEoi } from '@/lib/services/documents.service';
-import { generateEoiSchema } from '@/lib/validators/documents';
-
-export const POST = withAuth(
-  withPermission('documents', 'create', async (req, ctx) => {
-    try {
-      const body = await parseBody(req, generateEoiSchema);
-      const doc = await generateEoi(body.interestId, ctx.portId, {
-        userId: ctx.userId,
-        portId: ctx.portId,
-        ipAddress: ctx.ipAddress,
-        userAgent: ctx.userAgent,
-      });
-      return NextResponse.json({ data: doc }, { status: 201 });
-    } catch (error) {
-      return errorResponse(error);
-    }
-  }),
-);

src/app/api/v1/yachts/[id]/ownership-history/route.ts

@@ -0,0 +1,16 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { listOwnershipHistory } from '@/lib/services/yachts.service';
+
+export const historyHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const history = await listOwnershipHistory(params.id!, ctx.portId);
+    return NextResponse.json({ data: history });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('yachts', 'view', historyHandler));

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

@@ -0,0 +1,49 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { getYachtById, updateYacht, archiveYacht } from '@/lib/services/yachts.service';
+import { updateYachtSchema } from '@/lib/validators/yachts';
+
+export const getHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const yacht = await getYachtById(params.id!, ctx.portId);
+    return NextResponse.json({ data: yacht });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const patchHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, updateYachtSchema);
+    const updated = await updateYacht(params.id!, ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: updated });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const deleteHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    await archiveYacht(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);
+  }
+};
+
+export const GET = withAuth(withPermission('yachts', 'view', getHandler));
+export const PATCH = withAuth(withPermission('yachts', 'edit', patchHandler));
+export const DELETE = withAuth(withPermission('yachts', 'delete', deleteHandler));

src/app/api/v1/yachts/[id]/transfer/route.ts

@@ -0,0 +1,24 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { transferOwnership } from '@/lib/services/yachts.service';
+import { transferOwnershipSchema } from '@/lib/validators/yachts';
+
+export const transferHandler: RouteHandler = async (req, ctx, params) => {
+  try {
+    const body = await parseBody(req, transferOwnershipSchema);
+    const yacht = await transferOwnership(params.id!, ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: yacht });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const POST = withAuth(withPermission('yachts', 'transfer', transferHandler));

src/app/api/v1/yachts/autocomplete/route.ts

@@ -0,0 +1,20 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { errorResponse } from '@/lib/errors';
+import { autocomplete } from '@/lib/services/yachts.service';
+
+export const autocompleteHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const q = req.nextUrl.searchParams.get('q');
+    if (!q) {
+      return NextResponse.json({ data: [] });
+    }
+    const yachts = await autocomplete(ctx.portId, q);
+    return NextResponse.json({ data: yachts });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('yachts', 'view', autocompleteHandler));

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

@@ -0,0 +1,47 @@
+import { NextResponse } from 'next/server';
+
+import { withAuth, withPermission, type RouteHandler } from '@/lib/api/helpers';
+import { parseQuery, parseBody } from '@/lib/api/route-helpers';
+import { errorResponse } from '@/lib/errors';
+import { listYachts, createYacht } from '@/lib/services/yachts.service';
+import { listYachtsSchema, createYachtSchema } from '@/lib/validators/yachts';
+
+export const listHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const query = parseQuery(req, listYachtsSchema);
+    const result = await listYachts(ctx.portId, query);
+    const { page, limit } = query;
+    const totalPages = Math.ceil(result.total / limit);
+    return NextResponse.json({
+      data: result.data,
+      pagination: {
+        page,
+        pageSize: limit,
+        total: result.total,
+        totalPages,
+        hasNextPage: page < totalPages,
+        hasPreviousPage: page > 1,
+      },
+    });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const createHandler: RouteHandler = async (req, ctx) => {
+  try {
+    const body = await parseBody(req, createYachtSchema);
+    const yacht = await createYacht(ctx.portId, body, {
+      userId: ctx.userId,
+      portId: ctx.portId,
+      ipAddress: ctx.ipAddress,
+      userAgent: ctx.userAgent,
+    });
+    return NextResponse.json({ data: yacht }, { status: 201 });
+  } catch (error) {
+    return errorResponse(error);
+  }
+};
+
+export const GET = withAuth(withPermission('yachts', 'view', listHandler));
+export const POST = withAuth(withPermission('yachts', 'create', createHandler));

src/components/berths/berth-reservations-tab.tsx

@@ -0,0 +1,90 @@
+'use client';
+
+import { useState } from 'react';
+import { useParams } from 'next/navigation';
+import { useQuery } from '@tanstack/react-query';
+import { Plus } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { EmptyState } from '@/components/shared/empty-state';
+import { ReservationList, type ReservationRow } from '@/components/reservations/reservation-list';
+import { BerthReserveDialog } from '@/components/reservations/berth-reserve-dialog';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { apiFetch } from '@/lib/api/client';
+
+interface BerthReservationsTabProps {
+  berthId: string;
+}
+
+export function BerthReservationsTab({ berthId }: BerthReservationsTabProps) {
+  const routeParams = useParams<{ portSlug: string }>();
+  const portSlug = routeParams?.portSlug ?? '';
+  const [reserveOpen, setReserveOpen] = useState(false);
+
+  const { data, isLoading } = useQuery<{ data: ReservationRow[]; pagination?: unknown }>({
+    queryKey: ['berths', berthId, 'reservations'],
+    queryFn: () =>
+      apiFetch(
+        `/api/v1/berths/${berthId}/reservations?page=1&limit=50&order=desc&includeArchived=false`,
+      ),
+  });
+
+  useRealtimeInvalidation({
+    'berth_reservation:created': [['berths', berthId, 'reservations']],
+    'berth_reservation:activated': [['berths', berthId, 'reservations']],
+    'berth_reservation:ended': [['berths', berthId, 'reservations']],
+    'berth_reservation:cancelled': [['berths', berthId, 'reservations']],
+  });
+
+  const reservations = data?.data ?? [];
+  const active = reservations.find((r) => r.status === 'active');
+  const history = reservations.filter((r) => r.status !== 'active');
+
+  return (
+    <div className="space-y-6">
+      <div className="flex items-center justify-between">
+        <h3 className="text-lg font-semibold">Reservations</h3>
+        <PermissionGate resource="reservations" action="create">
+          <Button size="sm" onClick={() => setReserveOpen(true)}>
+            <Plus className="mr-1.5 h-4 w-4" />
+            Reserve this berth
+          </Button>
+        </PermissionGate>
+      </div>
+
+      {/* Active reservation card */}
+      <Card>
+        <CardHeader className="pb-3">
+          <CardTitle className="text-sm font-medium">Active reservation</CardTitle>
+        </CardHeader>
+        <CardContent>
+          {active ? (
+            <ReservationList reservations={[active]} portSlug={portSlug} />
+          ) : (
+            <p className="text-sm text-muted-foreground">No active reservation.</p>
+          )}
+        </CardContent>
+      </Card>
+
+      {/* History */}
+      <Card>
+        <CardHeader className="pb-3">
+          <CardTitle className="text-sm font-medium">History</CardTitle>
+        </CardHeader>
+        <CardContent>
+          {isLoading ? (
+            <p className="text-sm text-muted-foreground">Loading…</p>
+          ) : history.length === 0 ? (
+            <EmptyState title="No past reservations" description="Nothing here yet." />
+          ) : (
+            <ReservationList reservations={history} portSlug={portSlug} />
+          )}
+        </CardContent>
+      </Card>
+
+      <BerthReserveDialog open={reserveOpen} onOpenChange={setReserveOpen} berthId={berthId} />
+    </div>
+  );
+}

src/components/berths/berth-tabs.tsx

@@ -3,6 +3,7 @@
 import { type DetailTab } from '@/components/shared/detail-layout';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
 import { TagBadge } from '@/components/shared/tag-badge';
+import { BerthReservationsTab } from './berth-reservations-tab';
 
 type BerthData = {
   id: string;
@@ -87,7 +88,10 @@ function OverviewTab({ berth }: { berth: BerthData }) {
             }
           />
           <SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
-          <SpecRow label="Nominal Boat Size" value={berth.nominalBoatSize || berth.nominalBoatSizeM} />
+          <SpecRow
+            label="Nominal Boat Size"
+            value={berth.nominalBoatSize || berth.nominalBoatSizeM}
+          />
           <SpecRow
             label="Water Depth"
             value={
@@ -179,6 +183,11 @@ export function buildBerthTabs(berth: BerthData): DetailTab[] {
       label: 'Interests',
       content: <StubTab label="Interests" />,
     },
+    {
+      id: 'reservations',
+      label: 'Reservations',
+      content: <BerthReservationsTab berthId={berth.id} />,
+    },
     {
       id: 'waiting-list',
       label: 'Waiting List',

src/components/clients/client-columns.tsx

@@ -18,7 +18,7 @@ import { TagBadge } from '@/components/shared/tag-badge';
 export interface ClientRow {
   id: string;
   fullName: string;
-  companyName: string | null;
+  nationality: string | null;
   source: string | null;
   archivedAt: string | null;
   createdAt: string;
@@ -39,6 +39,10 @@ interface GetColumnsOptions {
   onArchive: (client: ClientRow) => void;
 }
 
+// TODO: Add "Yachts" (count) and "Primary company" columns once the
+// GET /api/v1/clients list endpoint joins owned-yachts and primary-company
+// data into the row shape. Until then, the columns are omitted rather than
+// shown as empty placeholders.
 export function getClientColumns({
   portSlug,
   onEdit,
@@ -59,14 +63,6 @@ export function getClientColumns({
         </Link>
       ),
     },
-    {
-      id: 'companyName',
-      accessorKey: 'companyName',
-      header: 'Company',
-      cell: ({ getValue }) => (
-        <span className="text-muted-foreground">{(getValue() as string | null) ?? '—'}</span>
-      ),
-    },
     {
       id: 'primaryContact',
       header: 'Primary Contact',
@@ -82,6 +78,14 @@ export function getClientColumns({
         );
       },
     },
+    {
+      id: 'nationality',
+      accessorKey: 'nationality',
+      header: 'Nationality',
+      cell: ({ getValue }) => (
+        <span className="text-muted-foreground">{(getValue() as string | null) ?? '—'}</span>
+      ),
+    },
     {
       id: 'source',
       accessorKey: 'source',
@@ -149,10 +153,7 @@ export function getClientColumns({
               <Pencil className="mr-2 h-3.5 w-3.5" />
               Edit
             </DropdownMenuItem>
-            <DropdownMenuItem
-              className="text-destructive"
-              onClick={() => onArchive(row.original)}
-            >
+            <DropdownMenuItem className="text-destructive" onClick={() => onArchive(row.original)}>
               <Archive className="mr-2 h-3.5 w-3.5" />
               Archive
             </DropdownMenuItem>

src/components/clients/client-companies-tab.tsx

@@ -0,0 +1,103 @@
+'use client';
+
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+import { format } from 'date-fns';
+
+import {
+  Table,
+  TableHeader,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableRow,
+} from '@/components/ui/table';
+import { Badge } from '@/components/ui/badge';
+import { EmptyState } from '@/components/shared/empty-state';
+
+interface ClientCompaniesTabProps {
+  clientId: string;
+  companies: Array<{
+    membershipId: string;
+    role: string;
+    isPrimary: boolean;
+    startDate: string | Date;
+    company: {
+      id: string;
+      name: string;
+      legalName: string | null;
+      status: string;
+    };
+  }>;
+}
+
+function formatSince(startDate: string | Date): string {
+  const d = typeof startDate === 'string' ? new Date(startDate) : startDate;
+  if (Number.isNaN(d.getTime())) return '—';
+  return format(d, 'MMM d, yyyy');
+}
+
+export function ClientCompaniesTab({ clientId: _clientId, companies }: ClientCompaniesTabProps) {
+  const routeParams = useParams<{ portSlug: string }>();
+  const portSlug = routeParams?.portSlug ?? '';
+
+  if (companies.length === 0) {
+    return (
+      <EmptyState
+        title="No company memberships"
+        description="This client is not affiliated with any companies yet. Add a membership from a company's detail page."
+      />
+    );
+  }
+
+  return (
+    <div className="space-y-4">
+      <h3 className="text-sm font-medium">Company affiliations</h3>
+      <div className="rounded-md border">
+        <Table>
+          <TableHeader>
+            <TableRow>
+              <TableHead>Company</TableHead>
+              <TableHead>Role</TableHead>
+              <TableHead>Primary</TableHead>
+              <TableHead>Since</TableHead>
+            </TableRow>
+          </TableHeader>
+          <TableBody>
+            {companies.map((m) => (
+              <TableRow key={m.membershipId}>
+                <TableCell>
+                  <Link
+                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                    href={`/${portSlug}/companies/${m.company.id}` as any}
+                    className="text-primary hover:underline"
+                  >
+                    {m.company.name}
+                  </Link>
+                  {m.company.legalName && (
+                    <span className="ml-2 text-xs text-muted-foreground">
+                      ({m.company.legalName})
+                    </span>
+                  )}
+                </TableCell>
+                <TableCell className="capitalize">{m.role.replace('_', ' ')}</TableCell>
+                <TableCell>
+                  {m.isPrimary ? (
+                    <Badge variant="secondary" className="text-xs">
+                      Primary
+                    </Badge>
+                  ) : (
+                    <span className="text-muted-foreground">—</span>
+                  )}
+                </TableCell>
+                <TableCell className="text-muted-foreground text-sm">
+                  {formatSince(m.startDate)}
+                </TableCell>
+              </TableRow>
+            ))}
+          </TableBody>
+        </Table>
+      </div>
+    </div>
+  );
+}

src/components/clients/client-detail-header.tsx

@@ -15,13 +15,7 @@ interface ClientDetailHeaderProps {
   client: {
     id: string;
     fullName: string;
-    companyName?: string | null;
     nationality?: string | null;
-    isProxy?: boolean;
-    proxyType?: string | null;
-    actualOwnerName?: string | null;
-    yachtName?: string | null;
-    berthSizeDesired?: string | null;
     preferredContactMethod?: string | null;
     preferredLanguage?: string | null;
     timezone?: string | null;
@@ -36,13 +30,7 @@ interface ClientDetailHeaderProps {
 type ClientFormClient = {
   id: string;
   fullName: string;
-  companyName?: string | null;
   nationality?: string | null;
-  isProxy?: boolean;
-  proxyType?: string | null;
-  actualOwnerName?: string | null;
-  yachtName?: string | null;
-  berthSizeDesired?: string | null;
   preferredContactMethod?: string | null;
   preferredLanguage?: string | null;
   timezone?: string | null;
@@ -67,8 +55,7 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
   const isArchived = !!client.archivedAt;
 
   const archiveMutation = useMutation({
-    mutationFn: () =>
-      apiFetch(`/api/v1/clients/${client.id}`, { method: 'DELETE' }),
+    mutationFn: () => apiFetch(`/api/v1/clients/${client.id}`, { method: 'DELETE' }),
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey: ['clients', client.id] });
       queryClient.invalidateQueries({ queryKey: ['clients'] });
@@ -77,8 +64,7 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
   });
 
   const restoreMutation = useMutation({
-    mutationFn: () =>
-      apiFetch(`/api/v1/clients/${client.id}/restore`, { method: 'POST' }),
+    mutationFn: () => apiFetch(`/api/v1/clients/${client.id}/restore`, { method: 'POST' }),
     onSuccess: () => {
       queryClient.invalidateQueries({ queryKey: ['clients', client.id] });
       queryClient.invalidateQueries({ queryKey: ['clients'] });
@@ -86,10 +72,12 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
     },
   });
 
-  const primaryEmail = client.contacts?.find((c) => c.channel === 'email' && c.isPrimary)
-    ?? client.contacts?.find((c) => c.channel === 'email');
-  const primaryPhone = client.contacts?.find((c) => c.channel === 'phone' && c.isPrimary)
-    ?? client.contacts?.find((c) => c.channel === 'phone');
+  const primaryEmail =
+    client.contacts?.find((c) => c.channel === 'email' && c.isPrimary) ??
+    client.contacts?.find((c) => c.channel === 'email');
+  const primaryPhone =
+    client.contacts?.find((c) => c.channel === 'phone' && c.isPrimary) ??
+    client.contacts?.find((c) => c.channel === 'phone');
 
   return (
     <>
@@ -97,23 +85,14 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
         <div className="flex items-start gap-3 flex-wrap">
           <div className="flex-1 min-w-0">
             <div className="flex items-center gap-2 flex-wrap">
-              <h1 className="text-2xl font-bold text-foreground truncate">
-                {client.fullName}
-              </h1>
+              <h1 className="text-2xl font-bold text-foreground truncate">{client.fullName}</h1>
               {isArchived && (
-                <Badge variant="secondary" className="text-xs">Archived</Badge>
-              )}
-              {client.isProxy && (
-                <Badge variant="outline" className="text-xs capitalize">
-                  Proxy {client.proxyType ? `(${client.proxyType.replace('_', ' ')})` : ''}
+                <Badge variant="secondary" className="text-xs">
+                  Archived
                 </Badge>
               )}
             </div>
 
-            {client.companyName && (
-              <p className="text-muted-foreground mt-0.5">{client.companyName}</p>
-            )}
-
             <div className="flex items-center gap-4 mt-2 flex-wrap text-sm text-muted-foreground">
               {client.source && (
                 <span>
@@ -148,11 +127,7 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
 
           {/* Actions */}
           <div className="flex items-center gap-2">
-            <Button
-              variant="outline"
-              size="sm"
-              onClick={() => setEditOpen(true)}
-            >
+            <Button variant="outline" size="sm" onClick={() => setEditOpen(true)}>
               <Pencil className="mr-1.5 h-3.5 w-3.5" />
               Edit
             </Button>

src/components/clients/client-detail.tsx

@@ -12,19 +12,7 @@ interface ClientData {
   id: string;
   portId: string;
   fullName: string;
-  companyName: string | null;
   nationality: string | null;
-  isProxy: boolean;
-  proxyType: string | null;
-  actualOwnerName: string | null;
-  yachtName: string | null;
-  yachtLengthFt: string | null;
-  yachtWidthFt: string | null;
-  yachtDraftFt: string | null;
-  yachtLengthM: string | null;
-  yachtWidthM: string | null;
-  yachtDraftM: string | null;
-  berthSizeDesired: string | null;
   preferredContactMethod: string | null;
   preferredLanguage: string | null;
   timezone: string | null;
@@ -46,6 +34,35 @@ interface ClientData {
     name: string;
     color: string;
   }>;
+  yachts: Array<{
+    id: string;
+    name: string;
+    hullNumber: string | null;
+    registration: string | null;
+    lengthFt: string | null;
+    widthFt: string | null;
+    status: string;
+  }>;
+  companies: Array<{
+    membershipId: string;
+    role: string;
+    isPrimary: boolean;
+    startDate: string | Date;
+    company: {
+      id: string;
+      name: string;
+      legalName: string | null;
+      status: string;
+    };
+  }>;
+  activeReservations: Array<{
+    id: string;
+    berthId: string;
+    yachtId: string;
+    startDate: string | Date;
+    tenureType: string;
+    status: string;
+  }>;
 }
 
 interface ClientDetailProps {
@@ -64,11 +81,15 @@ export function ClientDetail({ clientId, currentUserId }: ClientDetailProps) {
     'client:updated': [['clients', clientId]],
     'client:archived': [['clients', clientId]],
     'client:restored': [['clients', clientId]],
+    'yacht:ownership_transferred': [['clients', clientId]],
+    'company_membership:added': [['clients', clientId]],
+    'company_membership:ended': [['clients', clientId]],
+    'berth_reservation:activated': [['clients', clientId]],
+    'berth_reservation:ended': [['clients', clientId]],
+    'berth_reservation:cancelled': [['clients', clientId]],
   });
 
-  const tabs = data
-    ? getClientTabs({ clientId, currentUserId, client: data })
-    : [];
+  const tabs = data ? getClientTabs({ clientId, currentUserId, client: data }) : [];
 
   return (
     <DetailLayout

src/components/clients/client-filters.tsx

@@ -24,11 +24,6 @@ export const clientFilterDefinitions: FilterDefinition[] = [
     type: 'text',
     placeholder: 'Filter by nationality...',
   },
-  {
-    key: 'isProxy',
-    label: 'Proxy Client',
-    type: 'boolean',
-  },
   {
     key: 'includeArchived',
     label: 'Include Archived',

src/components/clients/client-form.tsx

@@ -16,13 +16,7 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select';
-import {
-  Sheet,
-  SheetContent,
-  SheetHeader,
-  SheetTitle,
-  SheetFooter,
-} from '@/components/ui/sheet';
+import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
 import { Checkbox } from '@/components/ui/checkbox';
 import { Separator } from '@/components/ui/separator';
 import { TagPicker } from '@/components/shared/tag-picker';
@@ -36,13 +30,7 @@ interface ClientFormProps {
   client?: {
     id: string;
     fullName: string;
-    companyName?: string | null;
     nationality?: string | null;
-    isProxy?: boolean;
-    proxyType?: string | null;
-    actualOwnerName?: string | null;
-    yachtName?: string | null;
-    berthSizeDesired?: string | null;
     preferredContactMethod?: string | null;
     preferredLanguage?: string | null;
     timezone?: string | null;
@@ -53,6 +41,7 @@ interface ClientFormProps {
       value: string;
       label?: string | null;
       isPrimary?: boolean;
+      notes?: string | null;
     }>;
     tags?: Array<{ id: string }>;
   };
@@ -75,13 +64,11 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
     defaultValues: {
       fullName: '',
       contacts: [{ channel: 'email', value: '', isPrimary: true }],
-      isProxy: false,
       tagIds: [],
     },
   });
 
   const { fields, append, remove } = useFieldArray({ control, name: 'contacts' });
-  const isProxy = watch('isProxy');
   const tagIds = watch('tagIds') ?? [];
 
   // Populate form when editing
@@ -89,14 +76,10 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
     if (client && open) {
       reset({
         fullName: client.fullName,
-        companyName: client.companyName ?? undefined,
         nationality: client.nationality ?? undefined,
-        isProxy: client.isProxy ?? false,
-        proxyType: client.proxyType ?? undefined,
-        actualOwnerName: client.actualOwnerName ?? undefined,
-        yachtName: client.yachtName ?? undefined,
-        berthSizeDesired: client.berthSizeDesired ?? undefined,
-        preferredContactMethod: (client.preferredContactMethod as CreateClientInput['preferredContactMethod']) ?? undefined,
+        preferredContactMethod:
+          (client.preferredContactMethod as CreateClientInput['preferredContactMethod']) ??
+          undefined,
         preferredLanguage: client.preferredLanguage ?? undefined,
         timezone: client.timezone ?? undefined,
         source: (client.source as CreateClientInput['source']) ?? undefined,
@@ -108,6 +91,7 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                 value: c.value,
                 label: c.label ?? undefined,
                 isPrimary: c.isPrimary ?? false,
+                notes: c.notes ?? undefined,
               }))
             : [{ channel: 'email', value: '', isPrimary: true }],
         tagIds: client.tags?.map((t) => t.id) ?? [],
@@ -116,7 +100,6 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
       reset({
         fullName: '',
         contacts: [{ channel: 'email', value: '', isPrimary: true }],
-        isProxy: false,
         tagIds: [],
       });
     }
@@ -151,10 +134,7 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
           <SheetTitle>{isEdit ? 'Edit Client' : 'New Client'}</SheetTitle>
         </SheetHeader>
 
-        <form
-          onSubmit={handleSubmit((data) => mutation.mutate(data))}
-          className="space-y-6 py-6"
-        >
+        <form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
           {/* Basic Info */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
@@ -170,11 +150,6 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                 )}
               </div>
 
-              <div className="space-y-1">
-                <Label>Company Name</Label>
-                <Input {...register('companyName')} placeholder="Acme Corp" />
-              </div>
-
               <div className="space-y-1">
                 <Label>Nationality</Label>
                 <Input {...register('nationality')} placeholder="British" />
@@ -194,9 +169,7 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                 type="button"
                 variant="outline"
                 size="sm"
-                onClick={() =>
-                  append({ channel: 'email', value: '', isPrimary: false })
-                }
+                onClick={() => append({ channel: 'email', value: '', isPrimary: false })}
               >
                 <Plus className="mr-1 h-3.5 w-3.5" />
                 Add Contact
@@ -218,7 +191,10 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                     <Select
                       value={watch(`contacts.${index}.channel`)}
                       onValueChange={(v) =>
-                        setValue(`contacts.${index}.channel`, v as 'email' | 'phone' | 'whatsapp' | 'other')
+                        setValue(
+                          `contacts.${index}.channel`,
+                          v as 'email' | 'phone' | 'whatsapp' | 'other',
+                        )
                       }
                     >
                       <SelectTrigger className="h-8">
@@ -254,9 +230,7 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                   <div className="col-span-1 flex items-center gap-1 pb-1">
                     <Checkbox
                       checked={watch(`contacts.${index}.isPrimary`)}
-                      onCheckedChange={(v) =>
-                        setValue(`contacts.${index}.isPrimary`, !!v)
-                      }
+                      onCheckedChange={(v) => setValue(`contacts.${index}.isPrimary`, !!v)}
                     />
                     <Label className="text-xs">Primary</Label>
                   </div>
@@ -281,72 +255,6 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
 
           <Separator />
 
-          {/* Proxy */}
-          <div className="space-y-4">
-            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
-              Proxy Information
-            </h3>
-            <div className="flex items-center gap-2">
-              <Checkbox
-                id="isProxy"
-                checked={watch('isProxy')}
-                onCheckedChange={(v) => setValue('isProxy', !!v)}
-              />
-              <Label htmlFor="isProxy">This is a proxy client</Label>
-            </div>
-
-            {isProxy && (
-              <div className="grid grid-cols-2 gap-4">
-                <div className="space-y-1">
-                  <Label>Proxy Type</Label>
-                  <Select
-                    value={watch('proxyType') ?? ''}
-                    onValueChange={(v) => setValue('proxyType', v)}
-                  >
-                    <SelectTrigger>
-                      <SelectValue placeholder="Select type" />
-                    </SelectTrigger>
-                    <SelectContent>
-                      <SelectItem value="broker">Broker</SelectItem>
-                      <SelectItem value="representative">Representative</SelectItem>
-                      <SelectItem value="family_member">Family Member</SelectItem>
-                      <SelectItem value="legal_counsel">Legal Counsel</SelectItem>
-                      <SelectItem value="other">Other</SelectItem>
-                    </SelectContent>
-                  </Select>
-                </div>
-                <div className="space-y-1">
-                  <Label>Actual Owner Name</Label>
-                  <Input
-                    {...register('actualOwnerName')}
-                    placeholder="Actual owner"
-                  />
-                </div>
-              </div>
-            )}
-          </div>
-
-          <Separator />
-
-          {/* Yacht Details */}
-          <div className="space-y-4">
-            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
-              Yacht Details
-            </h3>
-            <div className="grid grid-cols-2 gap-4">
-              <div className="col-span-2 space-y-1">
-                <Label>Yacht Name</Label>
-                <Input {...register('yachtName')} placeholder="My Yacht" />
-              </div>
-              <div className="space-y-1">
-                <Label>Berth Size Desired</Label>
-                <Input {...register('berthSizeDesired')} placeholder="e.g. 30m" />
-              </div>
-            </div>
-          </div>
-
-          <Separator />
-
           {/* Source & Preferences */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
@@ -357,7 +265,9 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                 <Label>Source</Label>
                 <Select
                   value={watch('source') ?? ''}
-                  onValueChange={(v) => setValue('source', v as 'website' | 'manual' | 'referral' | 'broker')}
+                  onValueChange={(v) =>
+                    setValue('source', v as 'website' | 'manual' | 'referral' | 'broker')
+                  }
                 >
                   <SelectTrigger>
                     <SelectValue placeholder="Select source" />
@@ -374,7 +284,9 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                 <Label>Preferred Contact Method</Label>
                 <Select
                   value={watch('preferredContactMethod') ?? ''}
-                  onValueChange={(v) => setValue('preferredContactMethod', v as 'email' | 'phone' | 'whatsapp')}
+                  onValueChange={(v) =>
+                    setValue('preferredContactMethod', v as 'email' | 'phone' | 'whatsapp')
+                  }
                 >
                   <SelectTrigger>
                     <SelectValue placeholder="Select method" />
@@ -396,10 +308,7 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
               </div>
               <div className="col-span-2 space-y-1">
                 <Label>Source Details</Label>
-                <Input
-                  {...register('sourceDetails')}
-                  placeholder="Referred by John Doe"
-                />
+                <Input {...register('sourceDetails')} placeholder="Referred by John Doe" />
               </div>
             </div>
           </div>
@@ -409,18 +318,11 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
           {/* Tags */}
           <div className="space-y-2">
             <Label>Tags</Label>
-            <TagPicker
-              selectedIds={tagIds}
-              onChange={(ids) => setValue('tagIds', ids)}
-            />
+            <TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
           </div>
 
           <SheetFooter>
-            <Button
-              type="button"
-              variant="outline"
-              onClick={() => onOpenChange(false)}
-            >
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
               Cancel
             </Button>
             <Button type="submit" disabled={isSubmitting || mutation.isPending}>

src/components/clients/client-reservations-tab.tsx

@@ -0,0 +1,51 @@
+'use client';
+
+import { ReservationList, type ReservationRow } from '@/components/reservations/reservation-list';
+
+interface ClientReservationsTabProps {
+  clientId: string;
+  activeReservations: Array<{
+    id: string;
+    berthId: string;
+    yachtId: string;
+    startDate: string | Date;
+    tenureType: string;
+    status: string;
+  }>;
+}
+
+export function ClientReservationsTab({
+  clientId,
+  activeReservations,
+}: ClientReservationsTabProps) {
+  const rows: ReservationRow[] = activeReservations.map((r) => ({
+    id: r.id,
+    berthId: r.berthId,
+    portId: '', // not rendered by ReservationList
+    clientId,
+    yachtId: r.yachtId,
+    status: r.status as ReservationRow['status'],
+    startDate: typeof r.startDate === 'string' ? r.startDate : r.startDate.toISOString(),
+    endDate: null,
+    tenureType: r.tenureType,
+    contractFileId: null,
+    notes: null,
+    createdAt: '',
+  }));
+
+  return (
+    <div className="space-y-4">
+      <div>
+        <h3 className="text-sm font-medium">Active reservations</h3>
+        <p className="text-xs text-muted-foreground mt-0.5">
+          Showing currently active reservations. History is coming soon.
+        </p>
+      </div>
+      <ReservationList
+        reservations={rows}
+        showBerth
+        emptyMessage="This client has no active reservations."
+      />
+    </div>
+  );
+}

src/components/clients/client-tabs.tsx

@@ -2,22 +2,16 @@
 
 import type { DetailTab } from '@/components/shared/detail-layout';
 import { NotesList } from '@/components/shared/notes-list';
+import { ClientYachtsTab } from '@/components/clients/client-yachts-tab';
+import { ClientCompaniesTab } from '@/components/clients/client-companies-tab';
+import { ClientReservationsTab } from '@/components/clients/client-reservations-tab';
 
 interface ClientTabsOptions {
   clientId: string;
   currentUserId?: string;
   client: {
     fullName: string;
-    companyName?: string | null;
     nationality?: string | null;
-    isProxy?: boolean;
-    proxyType?: string | null;
-    actualOwnerName?: string | null;
-    yachtName?: string | null;
-    yachtLengthFt?: string | null;
-    yachtWidthFt?: string | null;
-    yachtDraftFt?: string | null;
-    berthSizeDesired?: string | null;
     preferredContactMethod?: string | null;
     preferredLanguage?: string | null;
     timezone?: string | null;
@@ -30,6 +24,36 @@ interface ClientTabsOptions {
       label?: string | null;
       isPrimary: boolean;
     }>;
+    yachts: Array<{
+      id: string;
+      name: string;
+      hullNumber: string | null;
+      registration: string | null;
+      lengthFt: string | null;
+      widthFt: string | null;
+      status: string;
+    }>;
+    companies: Array<{
+      membershipId: string;
+      role: string;
+      isPrimary: boolean;
+      startDate: string | Date;
+      company: {
+        id: string;
+        name: string;
+        legalName: string | null;
+        status: string;
+      };
+    }>;
+    activeReservations: Array<{
+      id: string;
+      berthId: string;
+      yachtId: string;
+      startDate: string | Date;
+      tenureType: string;
+      status: string;
+    }>;
+    tags?: Array<{ id: string; name: string; color: string }>;
   };
 }
 
@@ -51,14 +75,10 @@ function OverviewTab({ client }: { client: ClientTabsOptions['client'] }) {
         <h3 className="text-sm font-medium mb-2">Personal Information</h3>
         <dl>
           <InfoRow label="Full Name" value={client.fullName} />
-          <InfoRow label="Company" value={client.companyName} />
           <InfoRow label="Nationality" value={client.nationality} />
           <InfoRow label="Preferred Language" value={client.preferredLanguage} />
           <InfoRow label="Timezone" value={client.timezone} />
-          <InfoRow
-            label="Preferred Contact"
-            value={client.preferredContactMethod}
-          />
+          <InfoRow label="Preferred Contact" value={client.preferredContactMethod} />
         </dl>
       </div>
 
@@ -72,18 +92,12 @@ function OverviewTab({ client }: { client: ClientTabsOptions['client'] }) {
                 key={c.id}
                 className="flex items-center gap-2 p-2 rounded-lg border bg-muted/30 text-sm"
               >
-                <span className="capitalize text-muted-foreground w-20 shrink-0">
-                  {c.channel}
-                </span>
+                <span className="capitalize text-muted-foreground w-20 shrink-0">{c.channel}</span>
                 <span className="flex-1">{c.value}</span>
                 {c.label && (
-                  <span className="text-xs text-muted-foreground capitalize">
-                    {c.label}
-                  </span>
-                )}
-                {c.isPrimary && (
-                  <span className="text-xs font-medium text-primary">Primary</span>
+                  <span className="text-xs text-muted-foreground capitalize">{c.label}</span>
                 )}
+                {c.isPrimary && <span className="text-xs font-medium text-primary">Primary</span>}
               </div>
             ))}
           </div>
@@ -92,41 +106,6 @@ function OverviewTab({ client }: { client: ClientTabsOptions['client'] }) {
         )}
       </div>
 
-      {/* Yacht Details */}
-      {(client.yachtName ||
-        client.yachtLengthFt ||
-        client.berthSizeDesired) && (
-        <div className="space-y-1">
-          <h3 className="text-sm font-medium mb-2">Yacht Details</h3>
-          <dl>
-            <InfoRow label="Yacht Name" value={client.yachtName} />
-            <InfoRow
-              label="Length"
-              value={
-                client.yachtLengthFt
-                  ? `${client.yachtLengthFt} ft`
-                  : undefined
-              }
-            />
-            <InfoRow
-              label="Width"
-              value={
-                client.yachtWidthFt ? `${client.yachtWidthFt} ft` : undefined
-              }
-            />
-            <InfoRow
-              label="Draft"
-              value={
-                client.yachtDraftFt
-                  ? `${client.yachtDraftFt} ft`
-                  : undefined
-              }
-            />
-            <InfoRow label="Berth Size Desired" value={client.berthSizeDesired} />
-          </dl>
-        </div>
-      )}
-
       {/* Source */}
       {(client.source || client.sourceDetails) && (
         <div className="space-y-1">
@@ -138,34 +117,54 @@ function OverviewTab({ client }: { client: ClientTabsOptions['client'] }) {
         </div>
       )}
 
-      {/* Proxy Info */}
-      {client.isProxy && (
+      {/* Tags */}
+      {client.tags && client.tags.length > 0 && (
         <div className="space-y-1">
-          <h3 className="text-sm font-medium mb-2">Proxy Information</h3>
-          <dl>
-            <InfoRow
-              label="Proxy Type"
-              value={client.proxyType?.replace('_', ' ')}
-            />
-            <InfoRow label="Actual Owner" value={client.actualOwnerName} />
-          </dl>
+          <h3 className="text-sm font-medium mb-2">Tags</h3>
+          <div className="flex flex-wrap gap-1">
+            {client.tags.map((tag) => (
+              <span
+                key={tag.id}
+                className="inline-block rounded-full px-2 py-0.5 text-xs font-medium"
+                style={{ backgroundColor: `${tag.color}20`, color: tag.color }}
+              >
+                {tag.name}
+              </span>
+            ))}
+          </div>
         </div>
       )}
     </div>
   );
 }
 
-export function getClientTabs({
-  clientId,
-  currentUserId,
-  client,
-}: ClientTabsOptions): DetailTab[] {
+export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOptions): DetailTab[] {
   return [
     {
       id: 'overview',
       label: 'Overview',
       content: <OverviewTab client={client} />,
     },
+    {
+      id: 'yachts',
+      label: 'Yachts',
+      badge: client.yachts.length,
+      content: <ClientYachtsTab clientId={clientId} yachts={client.yachts} />,
+    },
+    {
+      id: 'companies',
+      label: 'Companies',
+      badge: client.companies.length,
+      content: <ClientCompaniesTab clientId={clientId} companies={client.companies} />,
+    },
+    {
+      id: 'reservations',
+      label: 'Reservations',
+      badge: client.activeReservations.length,
+      content: (
+        <ClientReservationsTab clientId={clientId} activeReservations={client.activeReservations} />
+      ),
+    },
     {
       id: 'interests',
       label: 'Interests',
@@ -178,13 +177,7 @@ export function getClientTabs({
     {
       id: 'notes',
       label: 'Notes',
-      content: (
-        <NotesList
-          entityType="clients"
-          entityId={clientId}
-          currentUserId={currentUserId}
-        />
-      ),
+      content: <NotesList entityType="clients" entityId={clientId} currentUserId={currentUserId} />,
     },
     {
       id: 'files',

src/components/clients/client-yachts-tab.tsx

@@ -0,0 +1,97 @@
+'use client';
+
+import { useState } from 'react';
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+import { Plus } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import {
+  Table,
+  TableHeader,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableRow,
+} from '@/components/ui/table';
+import { EmptyState } from '@/components/shared/empty-state';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { YachtForm } from '@/components/yachts/yacht-form';
+
+interface ClientYachtsTabProps {
+  clientId: string;
+  yachts: Array<{
+    id: string;
+    name: string;
+    hullNumber: string | null;
+    registration: string | null;
+    lengthFt: string | null;
+    widthFt: string | null;
+    status: string;
+  }>;
+}
+
+export function ClientYachtsTab({ clientId: _clientId, yachts }: ClientYachtsTabProps) {
+  const routeParams = useParams<{ portSlug: string }>();
+  const portSlug = routeParams?.portSlug ?? '';
+  const [createOpen, setCreateOpen] = useState(false);
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <h3 className="text-sm font-medium">Client-owned yachts</h3>
+        <PermissionGate resource="yachts" action="create">
+          <Button size="sm" onClick={() => setCreateOpen(true)}>
+            <Plus className="mr-1.5 h-4 w-4" />
+            Add yacht
+          </Button>
+        </PermissionGate>
+      </div>
+
+      {yachts.length === 0 ? (
+        <EmptyState title="No yachts" description="No yachts owned by this client yet." />
+      ) : (
+        <div className="rounded-md border">
+          <Table>
+            <TableHeader>
+              <TableRow>
+                <TableHead>Name</TableHead>
+                <TableHead>Dimensions</TableHead>
+                <TableHead>Hull Number</TableHead>
+                <TableHead>Status</TableHead>
+              </TableRow>
+            </TableHeader>
+            <TableBody>
+              {yachts.map((y) => (
+                <TableRow key={y.id}>
+                  <TableCell>
+                    <Link
+                      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                      href={`/${portSlug}/yachts/${y.id}` as any}
+                      className="text-primary hover:underline"
+                    >
+                      {y.name}
+                    </Link>
+                  </TableCell>
+                  <TableCell>
+                    {y.lengthFt && y.widthFt ? `${y.lengthFt} × ${y.widthFt} ft` : '—'}
+                  </TableCell>
+                  <TableCell>{y.hullNumber ?? '—'}</TableCell>
+                  <TableCell className="capitalize">{y.status.replace('_', ' ')}</TableCell>
+                </TableRow>
+              ))}
+            </TableBody>
+          </Table>
+        </div>
+      )}
+
+      {/*
+        TODO: YachtForm (Task 5.2) does not yet accept a preset owner prop.
+        When opened here, the user must manually pick this client in the owner
+        picker. Wire an `initialOwner` prop into YachtForm in a follow-up so
+        we can pre-select `{ type: 'client', id: clientId }`.
+      */}
+      {createOpen && <YachtForm open={createOpen} onOpenChange={setCreateOpen} />}
+    </div>
+  );
+}

src/components/companies/add-membership-dialog.tsx

@@ -0,0 +1,220 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+import { Button } from '@/components/ui/button';
+import { Checkbox } from '@/components/ui/checkbox';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { Textarea } from '@/components/ui/textarea';
+import { ClientPicker } from '@/components/shared/client-picker';
+import { apiFetch } from '@/lib/api/client';
+import { ROLES } from '@/lib/validators/company-memberships';
+
+type RoleEnum = (typeof ROLES)[number];
+
+type FormValues = {
+  clientId: string | null;
+  role: RoleEnum;
+  roleDetail?: string;
+  startDate: string; // YYYY-MM-DD
+  isPrimary: boolean;
+  notes?: string;
+};
+
+interface AddMembershipDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  companyId: string;
+}
+
+const todayIso = (): string => new Date().toISOString().slice(0, 10);
+
+const ROLE_LABEL: Record<RoleEnum, string> = {
+  director: 'Director',
+  officer: 'Officer',
+  broker: 'Broker',
+  representative: 'Representative',
+  legal_counsel: 'Legal counsel',
+  employee: 'Employee',
+  shareholder: 'Shareholder',
+  other: 'Other',
+};
+
+export function AddMembershipDialog({ open, onOpenChange, companyId }: AddMembershipDialogProps) {
+  const queryClient = useQueryClient();
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    reset,
+    formState: { errors, isSubmitting },
+  } = useForm<FormValues>({
+    defaultValues: {
+      clientId: null,
+      role: 'director',
+      roleDetail: '',
+      startDate: todayIso(),
+      isPrimary: false,
+      notes: '',
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setFormError(null);
+      reset({
+        clientId: null,
+        role: 'director',
+        roleDetail: '',
+        startDate: todayIso(),
+        isPrimary: false,
+        notes: '',
+      });
+    }
+  }, [open, reset]);
+
+  const clientId = watch('clientId');
+  const role = watch('role');
+  const isPrimary = watch('isPrimary');
+
+  const mutation = useMutation({
+    mutationFn: async (data: FormValues) => {
+      if (!data.clientId) {
+        throw new Error('Please select a client');
+      }
+      await apiFetch(`/api/v1/companies/${companyId}/members`, {
+        method: 'POST',
+        body: {
+          clientId: data.clientId,
+          role: data.role,
+          roleDetail: data.roleDetail?.trim() || undefined,
+          startDate: data.startDate,
+          isPrimary: data.isPrimary,
+          notes: data.notes?.trim() || undefined,
+        },
+      });
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies', companyId, 'members'] });
+      onOpenChange(false);
+    },
+    onError: (err: unknown) => {
+      let msg = err instanceof Error ? err.message : 'Failed to add membership';
+      // Detect 409 — service returns a "membership already exists" message
+      if (/already exists/i.test(msg)) {
+        msg = 'This membership already exists (same client + role + start date).';
+      }
+      setFormError(msg);
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-md">
+        <DialogHeader>
+          <DialogTitle>Add member</DialogTitle>
+          <DialogDescription>
+            Associate a client with this company in a specific role.
+          </DialogDescription>
+        </DialogHeader>
+
+        <form
+          onSubmit={handleSubmit((data) => {
+            setFormError(null);
+            mutation.mutate(data);
+          })}
+          className="space-y-4"
+        >
+          <div className="space-y-2">
+            <Label>Client</Label>
+            <ClientPicker value={clientId} onChange={(id) => setValue('clientId', id)} />
+            {!clientId && errors.clientId && <p className="text-xs text-destructive">Required</p>}
+          </div>
+
+          <div className="space-y-2">
+            <Label>Role</Label>
+            <Select value={role} onValueChange={(v) => setValue('role', v as RoleEnum)}>
+              <SelectTrigger>
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                {ROLES.map((r) => (
+                  <SelectItem key={r} value={r}>
+                    {ROLE_LABEL[r]}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="roleDetail">Role detail (optional)</Label>
+            <Input
+              id="roleDetail"
+              {...register('roleDetail')}
+              placeholder="e.g. Chief Investment Officer"
+            />
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="startDate">Start date</Label>
+            <Input id="startDate" type="date" {...register('startDate', { required: true })} />
+            {errors.startDate && <p className="text-xs text-destructive">Required</p>}
+          </div>
+
+          <div className="flex items-center gap-2">
+            <Checkbox
+              id="isPrimary"
+              checked={isPrimary}
+              onCheckedChange={(v) => setValue('isPrimary', v === true)}
+            />
+            <Label htmlFor="isPrimary" className="cursor-pointer">
+              Set as primary contact
+            </Label>
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="notes">Notes (optional)</Label>
+            <Textarea id="notes" rows={2} {...register('notes')} />
+          </div>
+
+          {formError && <p className="text-sm text-destructive">{formError}</p>}
+
+          <DialogFooter>
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
+              Cancel
+            </Button>
+            <Button type="submit" disabled={isSubmitting || mutation.isPending}>
+              {(isSubmitting || mutation.isPending) && (
+                <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              )}
+              Add member
+            </Button>
+          </DialogFooter>
+        </form>
+      </DialogContent>
+    </Dialog>
+  );
+}

src/components/companies/company-columns.tsx

@@ -0,0 +1,148 @@
+'use client';
+
+import Link from 'next/link';
+import { MoreHorizontal, Pencil, Archive, Eye } from 'lucide-react';
+import type { ColumnDef } from '@tanstack/react-table';
+
+import { Button } from '@/components/ui/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+
+// TODO: add member/yacht counts once the list endpoint returns them via a join.
+export interface CompanyRow {
+  id: string;
+  name: string;
+  legalName: string | null;
+  taxId: string | null;
+  registrationNumber: string | null;
+  incorporationCountry: string | null;
+  incorporationDate: string | null;
+  status: string;
+  billingEmail: string | null;
+  notes: string | null;
+  archivedAt: string | null;
+  createdAt: string;
+  updatedAt: string;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  active: 'bg-green-100 text-green-800 border-green-300',
+  dissolved: 'bg-red-100 text-red-800 border-red-300',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  dissolved: 'Dissolved',
+};
+
+interface GetCompanyColumnsOptions {
+  portSlug: string;
+  onEdit: (company: CompanyRow) => void;
+  onArchive: (company: CompanyRow) => void;
+}
+
+export function getCompanyColumns({
+  portSlug,
+  onEdit,
+  onArchive,
+}: GetCompanyColumnsOptions): ColumnDef<CompanyRow, unknown>[] {
+  return [
+    {
+      id: 'name',
+      accessorKey: 'name',
+      header: 'Name',
+      cell: ({ row }) => (
+        <Link
+          // eslint-disable-next-line @typescript-eslint/no-explicit-any
+          href={`/${portSlug}/companies/${row.original.id}` as any}
+          className="font-medium text-primary hover:underline"
+          onClick={(e) => e.stopPropagation()}
+        >
+          {row.original.name}
+        </Link>
+      ),
+    },
+    {
+      id: 'legalName',
+      accessorKey: 'legalName',
+      header: 'Legal Name',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const value = getValue() as string | null;
+        if (!value) return <span className="text-muted-foreground">—</span>;
+        return <span className="text-sm">{value}</span>;
+      },
+    },
+    {
+      id: 'taxId',
+      accessorKey: 'taxId',
+      header: 'Tax ID',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const value = getValue() as string | null;
+        if (!value) return <span className="text-muted-foreground">—</span>;
+        return <span className="text-sm">{value}</span>;
+      },
+    },
+    {
+      id: 'status',
+      accessorKey: 'status',
+      header: 'Status',
+      cell: ({ row }) => {
+        const status = row.original.status;
+        const label = STATUS_LABELS[status] ?? status;
+        const color = STATUS_COLORS[status] ?? 'bg-muted text-muted-foreground border-muted';
+        return (
+          <span
+            className={`inline-flex items-center rounded-full border px-2 py-0.5 text-xs font-medium ${color}`}
+          >
+            {label}
+          </span>
+        );
+      },
+    },
+    {
+      id: 'actions',
+      header: '',
+      enableSorting: false,
+      size: 48,
+      cell: ({ row }) => (
+        <DropdownMenu>
+          <DropdownMenuTrigger asChild>
+            <Button
+              variant="ghost"
+              size="icon"
+              className="h-7 w-7"
+              onClick={(e) => e.stopPropagation()}
+            >
+              <MoreHorizontal className="h-4 w-4" />
+            </Button>
+          </DropdownMenuTrigger>
+          <DropdownMenuContent align="end">
+            <DropdownMenuItem asChild>
+              <Link
+                // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                href={`/${portSlug}/companies/${row.original.id}` as any}
+              >
+                <Eye className="mr-2 h-3.5 w-3.5" />
+                View
+              </Link>
+            </DropdownMenuItem>
+            <DropdownMenuItem onClick={() => onEdit(row.original)}>
+              <Pencil className="mr-2 h-3.5 w-3.5" />
+              Edit
+            </DropdownMenuItem>
+            <DropdownMenuItem className="text-destructive" onClick={() => onArchive(row.original)}>
+              <Archive className="mr-2 h-3.5 w-3.5" />
+              Archive
+            </DropdownMenuItem>
+          </DropdownMenuContent>
+        </DropdownMenu>
+      ),
+    },
+  ];
+}

src/components/companies/company-detail-header.tsx

@@ -0,0 +1,153 @@
+'use client';
+
+import { useState } from 'react';
+import { useParams, useRouter } from 'next/navigation';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Pencil, Archive } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { CompanyForm } from '@/components/companies/company-form';
+import { apiFetch } from '@/lib/api/client';
+
+interface CompanyDetailHeaderCompany {
+  id: string;
+  name: string;
+  legalName: string | null;
+  taxId: string | null;
+  registrationNumber: string | null;
+  incorporationCountry: string | null;
+  incorporationDate: string | null;
+  status: string;
+  billingEmail: string | null;
+  notes: string | null;
+  archivedAt: string | null;
+}
+
+interface CompanyDetailHeaderProps {
+  company: CompanyDetailHeaderCompany;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  active: 'bg-green-100 text-green-800 border-green-300',
+  dissolved: 'bg-red-100 text-red-800 border-red-300',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  dissolved: 'Dissolved',
+};
+
+export function CompanyDetailHeader({ company }: CompanyDetailHeaderProps) {
+  const queryClient = useQueryClient();
+  const router = useRouter();
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const [editOpen, setEditOpen] = useState(false);
+  const [archiveOpen, setArchiveOpen] = useState(false);
+
+  const isArchived = !!company.archivedAt;
+  const showLegalName = company.legalName && company.legalName !== company.name;
+
+  const archiveMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/companies/${company.id}`, { method: 'DELETE' }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies', company.id] });
+      queryClient.invalidateQueries({ queryKey: ['companies'] });
+      toast.success('Company archived');
+      setArchiveOpen(false);
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      router.push(`/${portSlug}/companies` as any);
+    },
+    onError: (err: Error) => {
+      toast.error(err.message || 'Failed to archive company');
+    },
+  });
+
+  const statusLabel = STATUS_LABELS[company.status] ?? company.status;
+  const statusColor =
+    STATUS_COLORS[company.status] ?? 'bg-muted text-muted-foreground border-muted';
+
+  return (
+    <>
+      <div className="space-y-3">
+        <div className="flex items-start gap-3 flex-wrap">
+          <div className="flex-1 min-w-0">
+            <div className="flex items-center gap-2 flex-wrap">
+              <h1 className="text-2xl font-bold text-foreground truncate">{company.name}</h1>
+              <span
+                className={`inline-flex items-center rounded-full border px-3 py-1 text-xs font-medium ${statusColor}`}
+              >
+                {statusLabel}
+              </span>
+              {isArchived && (
+                <Badge variant="secondary" className="text-xs">
+                  Archived
+                </Badge>
+              )}
+            </div>
+
+            <div className="mt-1 space-y-0.5 text-sm text-muted-foreground">
+              {showLegalName && <p>{company.legalName}</p>}
+              {company.taxId && <p>Tax ID: {company.taxId}</p>}
+            </div>
+          </div>
+
+          {/* Actions */}
+          <div className="flex items-center gap-2">
+            <PermissionGate resource="companies" action="edit">
+              <Button variant="outline" size="sm" onClick={() => setEditOpen(true)}>
+                <Pencil className="mr-1.5 h-3.5 w-3.5" />
+                Edit
+              </Button>
+            </PermissionGate>
+            <PermissionGate resource="companies" action="delete">
+              <Button
+                variant="outline"
+                size="sm"
+                onClick={() => setArchiveOpen(true)}
+                disabled={isArchived}
+              >
+                <Archive className="mr-1.5 h-3.5 w-3.5" />
+                Archive
+              </Button>
+            </PermissionGate>
+          </div>
+        </div>
+      </div>
+
+      <CompanyForm
+        open={editOpen}
+        onOpenChange={setEditOpen}
+        company={{
+          id: company.id,
+          name: company.name,
+          legalName: company.legalName,
+          taxId: company.taxId,
+          registrationNumber: company.registrationNumber,
+          incorporationCountry: company.incorporationCountry,
+          incorporationDate: company.incorporationDate,
+          status: company.status,
+          billingEmail: company.billingEmail,
+          notes: company.notes,
+        }}
+      />
+
+      <ArchiveConfirmDialog
+        open={archiveOpen}
+        onOpenChange={setArchiveOpen}
+        entityName={company.name}
+        entityType="Company"
+        isArchived={isArchived}
+        onConfirm={() => {
+          archiveMutation.mutate();
+        }}
+        isLoading={archiveMutation.isPending}
+      />
+    </>
+  );
+}

src/components/companies/company-detail.tsx

@@ -0,0 +1,62 @@
+'use client';
+
+import { useQuery } from '@tanstack/react-query';
+import { useParams } from 'next/navigation';
+
+import { DetailLayout } from '@/components/shared/detail-layout';
+import { CompanyDetailHeader } from '@/components/companies/company-detail-header';
+import { getCompanyTabs } from '@/components/companies/company-tabs';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { apiFetch } from '@/lib/api/client';
+
+export interface CompanyData {
+  id: string;
+  portId: string;
+  name: string;
+  legalName: string | null;
+  taxId: string | null;
+  registrationNumber: string | null;
+  incorporationCountry: string | null;
+  incorporationDate: string | null;
+  status: string;
+  billingEmail: string | null;
+  notes: string | null;
+  archivedAt: string | null;
+  createdAt: string;
+  updatedAt: string;
+}
+
+interface CompanyDetailProps {
+  companyId: string;
+  currentUserId?: string;
+}
+
+export function CompanyDetail({ companyId, currentUserId }: CompanyDetailProps) {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const { data, isLoading } = useQuery<CompanyData>({
+    queryKey: ['companies', companyId],
+    queryFn: () =>
+      apiFetch<{ data: CompanyData }>(`/api/v1/companies/${companyId}`).then((r) => r.data),
+  });
+
+  useRealtimeInvalidation({
+    'company:updated': [['companies', companyId]],
+    'company:archived': [['companies', companyId]],
+    'company_membership:added': [['companies', companyId, 'members']],
+    'company_membership:updated': [['companies', companyId, 'members']],
+    'company_membership:ended': [['companies', companyId, 'members']],
+  });
+
+  const tabs = data ? getCompanyTabs({ companyId, portSlug, currentUserId, company: data }) : [];
+
+  return (
+    <DetailLayout
+      header={data ? <CompanyDetailHeader company={data} /> : null}
+      tabs={tabs}
+      defaultTab="overview"
+      isLoading={isLoading}
+    />
+  );
+}

src/components/companies/company-filters.tsx

@@ -0,0 +1,24 @@
+import type { FilterDefinition } from '@/components/shared/filter-bar';
+
+export const companyFilterDefinitions: FilterDefinition[] = [
+  {
+    key: 'search',
+    label: 'Search',
+    type: 'text',
+    placeholder: 'Search by name, legal name, tax ID...',
+  },
+  {
+    key: 'status',
+    label: 'Status',
+    type: 'select',
+    options: [
+      { label: 'Active', value: 'active' },
+      { label: 'Dissolved', value: 'dissolved' },
+    ],
+  },
+  {
+    key: 'includeArchived',
+    label: 'Include Archived',
+    type: 'boolean',
+  },
+];

src/components/companies/company-form.tsx

@@ -0,0 +1,262 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+import { z } from 'zod';
+
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { Textarea } from '@/components/ui/textarea';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { Sheet, SheetContent, SheetFooter, SheetHeader, SheetTitle } from '@/components/ui/sheet';
+import { Separator } from '@/components/ui/separator';
+import { TagPicker } from '@/components/shared/tag-picker';
+import { apiFetch } from '@/lib/api/client';
+import { createCompanySchema, type CreateCompanyInput } from '@/lib/validators/companies';
+
+type CompanyStatus = 'active' | 'dissolved';
+
+type CompanyFormValues = z.input<typeof createCompanySchema>;
+
+interface CompanyFormProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  /** If provided, form is in edit mode */
+  company?: {
+    id: string;
+    name: string;
+    legalName: string | null;
+    taxId: string | null;
+    registrationNumber: string | null;
+    incorporationCountry: string | null;
+    incorporationDate: string | null;
+    status: string;
+    billingEmail: string | null;
+    notes: string | null;
+  };
+}
+
+export function CompanyForm({ open, onOpenChange, company }: CompanyFormProps) {
+  const queryClient = useQueryClient();
+  const isEdit = !!company;
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    reset,
+    formState: { errors, isSubmitting },
+  } = useForm<CompanyFormValues>({
+    resolver: zodResolver(createCompanySchema),
+    defaultValues: {
+      name: '',
+      status: 'active',
+      tagIds: [],
+    },
+  });
+
+  const tagIds = watch('tagIds') ?? [];
+  const status = watch('status') ?? 'active';
+
+  // Populate form when editing, or reset to defaults in create mode.
+  useEffect(() => {
+    if (company && open) {
+      reset({
+        name: company.name,
+        legalName: company.legalName ?? undefined,
+        taxId: company.taxId ?? undefined,
+        registrationNumber: company.registrationNumber ?? undefined,
+        incorporationCountry: company.incorporationCountry ?? undefined,
+        incorporationDate: company.incorporationDate
+          ? new Date(company.incorporationDate)
+          : undefined,
+        status: (company.status as CompanyStatus) ?? 'active',
+        billingEmail: company.billingEmail ?? undefined,
+        notes: company.notes ?? undefined,
+        tagIds: [],
+      });
+    } else if (!company && open) {
+      reset({ name: '', status: 'active', tagIds: [] });
+    }
+    setFormError(null);
+  }, [company, open, reset]);
+
+  const mutation = useMutation({
+    mutationFn: async (data: CreateCompanyInput) => {
+      if (isEdit) {
+        // updateCompanySchema omits tagIds — strip them from PATCH body.
+        const { tagIds: _tIds, ...rest } = data;
+        void _tIds;
+        await apiFetch(`/api/v1/companies/${company!.id}`, {
+          method: 'PATCH',
+          body: rest,
+        });
+      } else {
+        await apiFetch('/api/v1/companies', { method: 'POST', body: data });
+      }
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies'] });
+      onOpenChange(false);
+    },
+    onError: (err: unknown) => {
+      const msg = err instanceof Error ? err.message : 'Failed to save company';
+      setFormError(msg);
+    },
+  });
+
+  return (
+    <Sheet open={open} onOpenChange={onOpenChange}>
+      <SheetContent className="w-full sm:max-w-2xl overflow-y-auto">
+        <SheetHeader>
+          <SheetTitle>{isEdit ? 'Edit Company' : 'New Company'}</SheetTitle>
+        </SheetHeader>
+
+        <form
+          onSubmit={handleSubmit((data) => {
+            setFormError(null);
+            mutation.mutate(data as CreateCompanyInput);
+          })}
+          className="space-y-6 py-6"
+        >
+          {/* Basics */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Basics
+            </h3>
+
+            <div className="grid grid-cols-2 gap-4">
+              <div className="col-span-2 space-y-1">
+                <Label>Name *</Label>
+                <Input {...register('name')} placeholder="Acme Holdings Ltd" />
+                {errors.name && <p className="text-xs text-destructive">{errors.name.message}</p>}
+              </div>
+
+              <div className="col-span-2 space-y-1">
+                <Label>Legal Name</Label>
+                <Input {...register('legalName')} placeholder="Acme Holdings Limited" />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Registration */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Registration
+            </h3>
+            <div className="grid grid-cols-2 gap-4">
+              <div className="space-y-1">
+                <Label>Tax ID</Label>
+                <Input {...register('taxId')} placeholder="VAT / EIN" />
+              </div>
+              <div className="space-y-1">
+                <Label>Registration Number</Label>
+                <Input {...register('registrationNumber')} placeholder="Company #" />
+              </div>
+              <div className="space-y-1">
+                <Label>Incorporation Country</Label>
+                <Input {...register('incorporationCountry')} placeholder="e.g. MT" />
+              </div>
+              <div className="space-y-1">
+                <Label>Incorporation Date</Label>
+                <Input type="date" {...register('incorporationDate')} />
+                {errors.incorporationDate && (
+                  <p className="text-xs text-destructive">{errors.incorporationDate.message}</p>
+                )}
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Contact & Status */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Contact & Status
+            </h3>
+            <div className="grid grid-cols-2 gap-4">
+              <div className="space-y-1">
+                <Label>Billing Email</Label>
+                <Input
+                  type="email"
+                  {...register('billingEmail')}
+                  placeholder="billing@example.com"
+                />
+                {errors.billingEmail && (
+                  <p className="text-xs text-destructive">{errors.billingEmail.message}</p>
+                )}
+              </div>
+              <div className="space-y-1">
+                <Label>Status</Label>
+                <Select
+                  value={status}
+                  onValueChange={(v) => setValue('status', v as CompanyStatus)}
+                >
+                  <SelectTrigger>
+                    <SelectValue placeholder="Select status" />
+                  </SelectTrigger>
+                  <SelectContent>
+                    <SelectItem value="active">Active</SelectItem>
+                    <SelectItem value="dissolved">Dissolved</SelectItem>
+                  </SelectContent>
+                </Select>
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Notes */}
+          <div className="space-y-2">
+            <Label>Notes</Label>
+            <Textarea
+              {...register('notes')}
+              placeholder="Internal notes about this company"
+              rows={4}
+            />
+          </div>
+
+          <Separator />
+
+          {/* Tags */}
+          <div className="space-y-2">
+            <Label>Tags</Label>
+            <TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
+          </div>
+
+          {formError && (
+            <p className="text-sm text-destructive" role="alert">
+              {formError}
+            </p>
+          )}
+
+          <SheetFooter>
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
+              Cancel
+            </Button>
+            <Button type="submit" disabled={isSubmitting || mutation.isPending}>
+              {(isSubmitting || mutation.isPending) && (
+                <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              )}
+              {isEdit ? 'Save Changes' : 'Create Company'}
+            </Button>
+          </SheetFooter>
+        </form>
+      </SheetContent>
+    </Sheet>
+  );
+}

src/components/companies/company-list.tsx

@@ -0,0 +1,167 @@
+'use client';
+
+import { useState } from 'react';
+import { useParams } from 'next/navigation';
+import { Plus } from 'lucide-react';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import { DataTable } from '@/components/shared/data-table';
+import { FilterBar } from '@/components/shared/filter-bar';
+import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
+import { PageHeader } from '@/components/shared/page-header';
+import { EmptyState } from '@/components/shared/empty-state';
+import { TableSkeleton } from '@/components/shared/loading-skeleton';
+import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { CompanyForm } from '@/components/companies/company-form';
+import { companyFilterDefinitions } from '@/components/companies/company-filters';
+import { getCompanyColumns, type CompanyRow } from '@/components/companies/company-columns';
+import { usePaginatedQuery } from '@/hooks/use-paginated-query';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { apiFetch } from '@/lib/api/client';
+
+export function CompanyList() {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+  const queryClient = useQueryClient();
+
+  const [createOpen, setCreateOpen] = useState(false);
+  const [editCompany, setEditCompany] = useState<CompanyRow | null>(null);
+  const [archiveCompany, setArchiveCompany] = useState<CompanyRow | null>(null);
+
+  const {
+    data,
+    pagination,
+    isLoading,
+    isFetching,
+    sort,
+    setSort,
+    setPage,
+    setPageSize,
+    filters,
+    setFilter,
+    clearFilters,
+  } = usePaginatedQuery<CompanyRow>({
+    queryKey: ['companies'],
+    endpoint: '/api/v1/companies',
+    filterDefinitions: companyFilterDefinitions,
+  });
+
+  useRealtimeInvalidation({
+    'company:created': [['companies']],
+    'company:updated': [['companies']],
+    'company:archived': [['companies']],
+  });
+
+  const archiveMutation = useMutation({
+    mutationFn: (id: string) => apiFetch(`/api/v1/companies/${id}`, { method: 'DELETE' }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies'] });
+      setArchiveCompany(null);
+    },
+  });
+
+  const columns = getCompanyColumns({
+    portSlug,
+    onEdit: (company) => setEditCompany(company),
+    onArchive: (company) => setArchiveCompany(company),
+  });
+
+  return (
+    <div className="space-y-4">
+      <PageHeader
+        title="Companies"
+        description="Manage company records"
+        actions={
+          <PermissionGate resource="companies" action="create">
+            <Button size="sm" onClick={() => setCreateOpen(true)}>
+              <Plus className="mr-1.5 h-4 w-4" />
+              New Company
+            </Button>
+          </PermissionGate>
+        }
+      />
+
+      <div className="flex items-center gap-2">
+        <FilterBar
+          filters={companyFilterDefinitions}
+          values={filters}
+          onChange={setFilter}
+          onClear={clearFilters}
+        />
+        <SavedViewsDropdown
+          entityType="companies"
+          currentFilters={filters}
+          currentSort={sort}
+          onApplyView={(savedFilters, _savedSort) => {
+            clearFilters();
+            Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
+          }}
+        />
+      </div>
+
+      {isLoading ? (
+        <TableSkeleton />
+      ) : !data.length ? (
+        <EmptyState
+          title="No companies yet"
+          description="Create your first company to get started."
+          action={{ label: 'New Company', onClick: () => setCreateOpen(true) }}
+        />
+      ) : (
+        <DataTable
+          columns={columns}
+          data={data}
+          pagination={pagination}
+          onPaginationChange={(p, ps) => {
+            setPage(p);
+            setPageSize(ps);
+          }}
+          sort={sort}
+          onSortChange={setSort}
+          isLoading={isFetching && !isLoading}
+          getRowId={(row) => row.id}
+          emptyState={
+            <EmptyState
+              title="No companies yet"
+              description="Create your first company to get started."
+              action={{ label: 'New Company', onClick: () => setCreateOpen(true) }}
+            />
+          }
+        />
+      )}
+
+      <CompanyForm open={createOpen} onOpenChange={setCreateOpen} />
+
+      {editCompany && (
+        <CompanyForm
+          open={!!editCompany}
+          onOpenChange={(open) => !open && setEditCompany(null)}
+          company={{
+            id: editCompany.id,
+            name: editCompany.name,
+            legalName: editCompany.legalName,
+            taxId: editCompany.taxId,
+            registrationNumber: editCompany.registrationNumber,
+            incorporationCountry: editCompany.incorporationCountry,
+            incorporationDate: editCompany.incorporationDate,
+            status: editCompany.status,
+            billingEmail: editCompany.billingEmail,
+            notes: editCompany.notes,
+          }}
+        />
+      )}
+
+      <ArchiveConfirmDialog
+        open={!!archiveCompany}
+        onOpenChange={(open) => !open && setArchiveCompany(null)}
+        entityName={archiveCompany?.name ?? ''}
+        entityType="Company"
+        isArchived={false}
+        onConfirm={() => archiveCompany && archiveMutation.mutate(archiveCompany.id)}
+        isLoading={archiveMutation.isPending}
+      />
+    </div>
+  );
+}

src/components/companies/company-members-tab.tsx

@@ -0,0 +1,266 @@
+'use client';
+
+import { useState } from 'react';
+import Link from 'next/link';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { Loader2, MoreHorizontal, Plus, Star, XCircle } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@/components/ui/table';
+import { EmptyState } from '@/components/shared/empty-state';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { apiFetch } from '@/lib/api/client';
+import { AddMembershipDialog } from './add-membership-dialog';
+
+interface MembershipRow {
+  id: string;
+  companyId: string;
+  clientId: string;
+  role: string;
+  roleDetail: string | null;
+  startDate: string;
+  endDate: string | null;
+  isPrimary: boolean;
+  notes: string | null;
+}
+
+interface CompanyMembersTabProps {
+  companyId: string;
+  portSlug: string;
+}
+
+const ROLE_LABELS: Record<string, string> = {
+  director: 'Director',
+  officer: 'Officer',
+  broker: 'Broker',
+  representative: 'Representative',
+  legal_counsel: 'Legal counsel',
+  employee: 'Employee',
+  shareholder: 'Shareholder',
+  other: 'Other',
+};
+
+function formatDate(value: string | null): string {
+  if (!value) return '—';
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) return value;
+  return date.toLocaleDateString();
+}
+
+/**
+ * Renders a client's name as a link by fetching the client record.
+ * Memoization is handled via the TanStack Query cache, so repeat renders
+ * for the same clientId are free.
+ */
+function ClientName({ clientId, portSlug }: { clientId: string; portSlug: string }) {
+  const { data } = useQuery<{ fullName: string | null }>({
+    queryKey: ['clients', clientId, 'name-only'],
+    queryFn: () =>
+      apiFetch<{ data: { fullName: string | null } }>(`/api/v1/clients/${clientId}`).then(
+        (r) => r.data,
+      ),
+  });
+
+  return (
+    <Link
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      href={`/${portSlug}/clients/${clientId}` as any}
+      className="text-primary hover:underline"
+    >
+      {data?.fullName ?? `Client ${clientId.slice(0, 8)}`}
+    </Link>
+  );
+}
+
+export function CompanyMembersTab({ companyId, portSlug }: CompanyMembersTabProps) {
+  const queryClient = useQueryClient();
+  const [activeOnly, setActiveOnly] = useState(true);
+  const [addOpen, setAddOpen] = useState(false);
+
+  const membersKey = ['companies', companyId, 'members', { activeOnly }];
+
+  const { data, isLoading } = useQuery<MembershipRow[]>({
+    queryKey: membersKey,
+    queryFn: () =>
+      apiFetch<{ data: MembershipRow[] }>(
+        `/api/v1/companies/${companyId}/members?activeOnly=${activeOnly ? 'true' : 'false'}`,
+      ).then((r) => r.data),
+  });
+
+  const endMutation = useMutation({
+    mutationFn: (membershipId: string) =>
+      apiFetch(`/api/v1/companies/${companyId}/members/${membershipId}`, {
+        method: 'DELETE',
+      }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies', companyId, 'members'] });
+      toast.success('Membership ended');
+    },
+    onError: (err: Error) => {
+      toast.error(err.message || 'Failed to end membership');
+    },
+  });
+
+  const setPrimaryMutation = useMutation({
+    mutationFn: (membershipId: string) =>
+      apiFetch(`/api/v1/companies/${companyId}/members/${membershipId}/set-primary`, {
+        method: 'POST',
+      }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['companies', companyId, 'members'] });
+      toast.success('Primary contact updated');
+    },
+    onError: (err: Error) => {
+      toast.error(err.message || 'Failed to set primary');
+    },
+  });
+
+  const members = data ?? [];
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between gap-3 flex-wrap">
+        <div className="inline-flex rounded-md border p-0.5 text-xs">
+          <button
+            type="button"
+            onClick={() => setActiveOnly(true)}
+            className={`px-3 py-1 rounded-sm transition-colors ${
+              activeOnly ? 'bg-primary text-primary-foreground' : 'text-muted-foreground'
+            }`}
+          >
+            Active
+          </button>
+          <button
+            type="button"
+            onClick={() => setActiveOnly(false)}
+            className={`px-3 py-1 rounded-sm transition-colors ${
+              !activeOnly ? 'bg-primary text-primary-foreground' : 'text-muted-foreground'
+            }`}
+          >
+            All
+          </button>
+        </div>
+
+        <PermissionGate resource="memberships" action="manage">
+          <Button size="sm" onClick={() => setAddOpen(true)}>
+            <Plus className="mr-1.5 h-4 w-4" />
+            Add Member
+          </Button>
+        </PermissionGate>
+      </div>
+
+      {isLoading ? (
+        <div className="flex items-center justify-center py-12">
+          <Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
+        </div>
+      ) : members.length === 0 ? (
+        <EmptyState
+          title={activeOnly ? 'No active members' : 'No members yet'}
+          description={
+            activeOnly
+              ? 'This company has no active memberships. Switch to "All" to see past members.'
+              : 'Add the first member to this company to get started.'
+          }
+        />
+      ) : (
+        <div className="rounded-md border">
+          <Table>
+            <TableHeader>
+              <TableRow>
+                <TableHead>Client</TableHead>
+                <TableHead>Role</TableHead>
+                <TableHead>Role Detail</TableHead>
+                <TableHead>Start Date</TableHead>
+                <TableHead>End Date</TableHead>
+                <TableHead>Primary</TableHead>
+                <TableHead className="w-[48px]"></TableHead>
+              </TableRow>
+            </TableHeader>
+            <TableBody>
+              {members.map((m) => {
+                const isActive = !m.endDate;
+                return (
+                  <TableRow key={m.id}>
+                    <TableCell>
+                      <ClientName clientId={m.clientId} portSlug={portSlug} />
+                    </TableCell>
+                    <TableCell>{ROLE_LABELS[m.role] ?? m.role}</TableCell>
+                    <TableCell className="text-sm text-muted-foreground max-w-[240px] truncate">
+                      {m.roleDetail ?? '—'}
+                    </TableCell>
+                    <TableCell>{formatDate(m.startDate)}</TableCell>
+                    <TableCell>
+                      {m.endDate ? (
+                        formatDate(m.endDate)
+                      ) : (
+                        <span className="text-muted-foreground">—</span>
+                      )}
+                    </TableCell>
+                    <TableCell>
+                      {m.isPrimary ? (
+                        <Badge variant="secondary" className="text-xs">
+                          Primary
+                        </Badge>
+                      ) : (
+                        <span className="text-muted-foreground">—</span>
+                      )}
+                    </TableCell>
+                    <TableCell>
+                      <PermissionGate resource="memberships" action="manage">
+                        <DropdownMenu>
+                          <DropdownMenuTrigger asChild>
+                            <Button variant="ghost" size="icon" className="h-7 w-7">
+                              <MoreHorizontal className="h-4 w-4" />
+                            </Button>
+                          </DropdownMenuTrigger>
+                          <DropdownMenuContent align="end">
+                            {isActive && !m.isPrimary && (
+                              <DropdownMenuItem
+                                onClick={() => setPrimaryMutation.mutate(m.id)}
+                                disabled={setPrimaryMutation.isPending}
+                              >
+                                <Star className="mr-2 h-3.5 w-3.5" />
+                                Set Primary
+                              </DropdownMenuItem>
+                            )}
+                            {isActive && (
+                              <DropdownMenuItem
+                                className="text-destructive"
+                                onClick={() => endMutation.mutate(m.id)}
+                                disabled={endMutation.isPending}
+                              >
+                                <XCircle className="mr-2 h-3.5 w-3.5" />
+                                End Membership
+                              </DropdownMenuItem>
+                            )}
+                          </DropdownMenuContent>
+                        </DropdownMenu>
+                      </PermissionGate>
+                    </TableCell>
+                  </TableRow>
+                );
+              })}
+            </TableBody>
+          </Table>
+        </div>
+      )}
+
+      <AddMembershipDialog open={addOpen} onOpenChange={setAddOpen} companyId={companyId} />
+    </div>
+  );
+}

src/components/companies/company-owned-yachts-tab.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import Link from 'next/link';
+import { useQuery } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@/components/ui/table';
+import { EmptyState } from '@/components/shared/empty-state';
+import { apiFetch } from '@/lib/api/client';
+
+interface OwnedYachtRow {
+  id: string;
+  name: string;
+  hullNumber: string | null;
+  lengthFt: string | null;
+  widthFt: string | null;
+  lengthM: string | null;
+  widthM: string | null;
+  status: string;
+}
+
+interface YachtListResponse {
+  data: OwnedYachtRow[];
+}
+
+interface CompanyOwnedYachtsTabProps {
+  companyId: string;
+  portSlug: string;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  active: 'bg-green-100 text-green-800 border-green-300',
+  retired: 'bg-gray-100 text-gray-800 border-gray-300',
+  sold_away: 'bg-amber-100 text-amber-800 border-amber-300',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  retired: 'Retired',
+  sold_away: 'Sold Away',
+};
+
+function formatDimensions(y: OwnedYachtRow): string | null {
+  if (y.lengthFt || y.widthFt) {
+    const length = y.lengthFt ?? '—';
+    const width = y.widthFt ?? '—';
+    return `${length} × ${width} ft`;
+  }
+  if (y.lengthM || y.widthM) {
+    const length = y.lengthM ?? '—';
+    const width = y.widthM ?? '—';
+    return `${length} × ${width} m`;
+  }
+  return null;
+}
+
+export function CompanyOwnedYachtsTab({ companyId, portSlug }: CompanyOwnedYachtsTabProps) {
+  const { data, isLoading } = useQuery<OwnedYachtRow[]>({
+    queryKey: ['companies', companyId, 'owned-yachts'],
+    queryFn: async () => {
+      const params = new URLSearchParams({
+        ownerType: 'company',
+        ownerId: companyId,
+        page: '1',
+        limit: '50',
+        includeArchived: 'false',
+        order: 'desc',
+      });
+      const res = await apiFetch<YachtListResponse>(`/api/v1/yachts?${params.toString()}`);
+      return res.data;
+    },
+  });
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-12">
+        <Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
+      </div>
+    );
+  }
+
+  const yachts = data ?? [];
+
+  if (yachts.length === 0) {
+    return (
+      <EmptyState
+        title="No yachts owned"
+        description="Yachts owned by this company will appear here."
+      />
+    );
+  }
+
+  return (
+    <div className="rounded-md border">
+      <Table>
+        <TableHeader>
+          <TableRow>
+            <TableHead>Name</TableHead>
+            <TableHead>Dimensions</TableHead>
+            <TableHead>Hull Number</TableHead>
+            <TableHead>Status</TableHead>
+          </TableRow>
+        </TableHeader>
+        <TableBody>
+          {yachts.map((y) => {
+            const dims = formatDimensions(y);
+            const statusLabel = STATUS_LABELS[y.status] ?? y.status;
+            const statusColor =
+              STATUS_COLORS[y.status] ?? 'bg-muted text-muted-foreground border-muted';
+            return (
+              <TableRow key={y.id}>
+                <TableCell>
+                  <Link
+                    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                    href={`/${portSlug}/yachts/${y.id}` as any}
+                    className="font-medium text-primary hover:underline"
+                  >
+                    {y.name}
+                  </Link>
+                </TableCell>
+                <TableCell>
+                  {dims ? (
+                    <span className="text-sm">{dims}</span>
+                  ) : (
+                    <span className="text-muted-foreground">—</span>
+                  )}
+                </TableCell>
+                <TableCell>
+                  {y.hullNumber ? (
+                    <span className="text-sm">{y.hullNumber}</span>
+                  ) : (
+                    <span className="text-muted-foreground">—</span>
+                  )}
+                </TableCell>
+                <TableCell>
+                  <span
+                    className={`inline-flex items-center rounded-full border px-2 py-0.5 text-xs font-medium ${statusColor}`}
+                  >
+                    {statusLabel}
+                  </span>
+                </TableCell>
+              </TableRow>
+            );
+          })}
+        </TableBody>
+      </Table>
+    </div>
+  );
+}

src/components/companies/company-picker.tsx

@@ -0,0 +1,103 @@
+'use client';
+
+import { useState } from 'react';
+import { Check, ChevronsUpDown } from 'lucide-react';
+import { useQuery } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@/components/ui/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { useDebounce } from '@/hooks/use-debounce';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface CompanyOption {
+  id: string;
+  name: string;
+  legalName?: string | null;
+}
+
+interface CompanyPickerProps {
+  value: string | null;
+  onChange: (companyId: string | null) => void;
+  placeholder?: string;
+  disabled?: boolean;
+}
+
+export function CompanyPicker({
+  value,
+  onChange,
+  placeholder = 'Select company...',
+  disabled,
+}: CompanyPickerProps) {
+  const [open, setOpen] = useState(false);
+  const [search, setSearch] = useState('');
+  const debounced = useDebounce(search, 300);
+
+  const { data } = useQuery<{ data: CompanyOption[] }>({
+    queryKey: ['company-picker', debounced],
+    queryFn: () => apiFetch(`/api/v1/companies/autocomplete?q=${encodeURIComponent(debounced)}`),
+    enabled: open,
+  });
+
+  const options = data?.data ?? [];
+
+  const selectedLabel = (() => {
+    if (!value) return placeholder;
+    const match = options.find((o) => o.id === value);
+    return match?.name ?? `Company ${value.slice(0, 8)}`;
+  })();
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          role="combobox"
+          disabled={disabled}
+          className={cn('w-full justify-between', !value && 'text-muted-foreground')}
+        >
+          <span className="truncate">{selectedLabel}</span>
+          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[320px] p-0" align="start">
+        <Command shouldFilter={false}>
+          <CommandInput placeholder="Search companies…" value={search} onValueChange={setSearch} />
+          <CommandList>
+            <CommandEmpty>No companies found.</CommandEmpty>
+            <CommandGroup>
+              {options.map((c) => (
+                <CommandItem
+                  key={c.id}
+                  value={c.id}
+                  onSelect={() => {
+                    onChange(c.id);
+                    setOpen(false);
+                  }}
+                >
+                  <Check
+                    className={cn('mr-2 h-4 w-4', value === c.id ? 'opacity-100' : 'opacity-0')}
+                  />
+                  <span>
+                    {c.name}
+                    {c.legalName ? (
+                      <span className="ml-2 text-xs opacity-60">{c.legalName}</span>
+                    ) : null}
+                  </span>
+                </CommandItem>
+              ))}
+            </CommandGroup>
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+}

src/components/companies/company-tabs.tsx

@@ -0,0 +1,167 @@
+'use client';
+
+import type { DetailTab } from '@/components/shared/detail-layout';
+import { EmptyState } from '@/components/shared/empty-state';
+import { CompanyMembersTab } from '@/components/companies/company-members-tab';
+import { CompanyOwnedYachtsTab } from '@/components/companies/company-owned-yachts-tab';
+
+interface CompanyTabsCompany {
+  id: string;
+  name: string;
+  legalName: string | null;
+  taxId: string | null;
+  registrationNumber: string | null;
+  incorporationCountry: string | null;
+  incorporationDate: string | null;
+  status: string;
+  billingEmail: string | null;
+  notes: string | null;
+}
+
+interface CompanyTabsOptions {
+  companyId: string;
+  portSlug: string;
+  currentUserId?: string;
+  company: CompanyTabsCompany;
+}
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  dissolved: 'Dissolved',
+};
+
+function InfoRow({ label, value }: { label: string; value?: string | number | null }) {
+  if (value === null || value === undefined || value === '') return null;
+  return (
+    <div className="flex gap-2 py-1.5 border-b last:border-0">
+      <dt className="w-40 shrink-0 text-sm text-muted-foreground">{label}</dt>
+      <dd className="text-sm">{value}</dd>
+    </div>
+  );
+}
+
+function formatDate(value: string | null): string | null {
+  if (!value) return null;
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) return value;
+  return date.toLocaleDateString();
+}
+
+function OverviewTab({ company }: { company: CompanyTabsCompany }) {
+  const incorporationDate = formatDate(company.incorporationDate);
+
+  return (
+    <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
+      {/* Identity */}
+      <div className="space-y-1">
+        <h3 className="text-sm font-medium mb-2">Identity</h3>
+        <dl>
+          <InfoRow label="Name" value={company.name} />
+          <InfoRow label="Legal Name" value={company.legalName} />
+          <InfoRow label="Status" value={STATUS_LABELS[company.status] ?? company.status} />
+        </dl>
+      </div>
+
+      {/* Registration */}
+      {(company.taxId ||
+        company.registrationNumber ||
+        company.incorporationCountry ||
+        incorporationDate) && (
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Registration</h3>
+          <dl>
+            <InfoRow label="Tax ID" value={company.taxId} />
+            <InfoRow label="Registration Number" value={company.registrationNumber} />
+            <InfoRow label="Incorporation Country" value={company.incorporationCountry} />
+            <InfoRow label="Incorporation Date" value={incorporationDate} />
+          </dl>
+        </div>
+      )}
+
+      {/* Contact */}
+      {company.billingEmail && (
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Contact</h3>
+          <dl>
+            <InfoRow label="Billing Email" value={company.billingEmail} />
+          </dl>
+        </div>
+      )}
+
+      {/* Notes */}
+      {company.notes && (
+        <div className="space-y-1 md:col-span-2">
+          <h3 className="text-sm font-medium mb-2">Notes</h3>
+          <p className="text-sm whitespace-pre-wrap rounded-md border bg-muted/30 p-3">
+            {company.notes}
+          </p>
+        </div>
+      )}
+    </div>
+  );
+}
+
+export function getCompanyTabs({
+  companyId,
+  portSlug,
+  // currentUserId reserved for when NotesList supports entityType='companies'.
+  currentUserId: _currentUserId,
+  company,
+}: CompanyTabsOptions): DetailTab[] {
+  void _currentUserId;
+
+  return [
+    {
+      id: 'overview',
+      label: 'Overview',
+      content: <OverviewTab company={company} />,
+    },
+    {
+      id: 'members',
+      label: 'Members',
+      content: <CompanyMembersTab companyId={companyId} portSlug={portSlug} />,
+    },
+    {
+      id: 'owned-yachts',
+      label: 'Owned Yachts',
+      content: <CompanyOwnedYachtsTab companyId={companyId} portSlug={portSlug} />,
+    },
+    {
+      id: 'addresses',
+      label: 'Addresses',
+      // TODO: wire to future company-addresses endpoint (see company-addresses schema).
+      content: (
+        <EmptyState
+          title="Addresses"
+          description="Company addresses coming soon — the addresses endpoint is pending wiring."
+        />
+      ),
+    },
+    {
+      id: 'documents',
+      label: 'Documents',
+      content: <EmptyState title="Documents" description="Coming soon" />,
+    },
+    {
+      id: 'notes',
+      label: 'Notes',
+      // TODO: NotesList currently supports entityType 'clients' | 'interests'.
+      // Extend NotesList (or swap to a company-notes endpoint) in a follow-up.
+      content: (
+        <EmptyState
+          title="Notes"
+          description="Company notes coming soon — the notes endpoint is pending wiring."
+        />
+      ),
+    },
+    {
+      id: 'tags',
+      label: 'Tags',
+      // TODO: replace with an inline tag editor once one exists; company tags
+      // can be edited via the Edit form in the meantime.
+      content: (
+        <EmptyState title="Tags" description="Manage tags from the Edit company form for now." />
+      ),
+    },
+  ];
+}

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

@@ -1,7 +1,7 @@
 'use client';
 
-import { useState } from 'react';
-import { useQueryClient } from '@tanstack/react-query';
+import { useMemo, useState } from 'react';
+import { useQuery, useQueryClient } from '@tanstack/react-query';
 
 import {
   Dialog,
@@ -12,12 +12,19 @@ import {
   DialogTitle,
 } from '@/components/ui/dialog';
 import { Button } from '@/components/ui/button';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { Label } from '@/components/ui/label';
 import { apiFetch } from '@/lib/api/client';
 
 interface EoiPrerequisites {
   hasName: boolean;
-  hasEmail: boolean;
-  hasYachtDims: boolean;
+  hasYacht: boolean;
   hasBerth: boolean;
 }
 
@@ -30,11 +37,23 @@ interface EoiGenerateDialogProps {
 
 const PREREQUISITE_LABELS: { key: keyof EoiPrerequisites; label: string }[] = [
   { key: 'hasName', label: 'Client has full name' },
-  { key: 'hasEmail', label: 'Client has email address' },
-  { key: 'hasYachtDims', label: 'Yacht dimensions set' },
+  { key: 'hasYacht', label: 'Yacht linked to interest' },
   { key: 'hasBerth', label: 'Berth linked to interest' },
 ];
 
+const DOCUMENSO_TEMPLATE_VALUE = 'documenso-template';
+
+interface InAppTemplate {
+  id: string;
+  name: string;
+  description?: string | null;
+  templateType: string;
+}
+
+interface ListResponse {
+  data: InAppTemplate[];
+}
+
 export function EoiGenerateDialog({
   interestId,
   open,
@@ -44,9 +63,21 @@ export function EoiGenerateDialog({
   const queryClient = useQueryClient();
   const [isGenerating, setIsGenerating] = useState(false);
   const [error, setError] = useState<string | null>(null);
+  const [selectedTemplate, setSelectedTemplate] = useState<string>(DOCUMENSO_TEMPLATE_VALUE);
 
   const allMet = Object.values(prerequisites).every(Boolean);
 
+  // Load in-app EOI templates so the operator can pick one as an alternative
+  // to the Documenso external-signing flow.
+  const { data: templatesRes } = useQuery<ListResponse>({
+    queryKey: ['document-templates', { templateType: 'eoi', isActive: true }],
+    queryFn: () =>
+      apiFetch<ListResponse>('/api/v1/document-templates?templateType=eoi&isActive=true'),
+    enabled: open,
+  });
+
+  const inAppTemplates = useMemo(() => templatesRes?.data ?? [], [templatesRes]);
+
   const handleGenerate = async () => {
     if (!allMet) return;
 
@@ -54,9 +85,17 @@ export function EoiGenerateDialog({
     setError(null);
 
     try {
-      await apiFetch('/api/v1/documents/generate-eoi', {
+      const isDocumensoPath = selectedTemplate === DOCUMENSO_TEMPLATE_VALUE;
+      const url = `/api/v1/document-templates/${encodeURIComponent(selectedTemplate)}/generate-and-sign`;
+      await apiFetch(url, {
         method: 'POST',
-        body: { interestId },
+        body: {
+          interestId,
+          pathway: isDocumensoPath ? 'documenso-template' : 'inapp',
+          // Signers are derived server-side from EOI context for both pathways
+          // when the template type is EOI, so the dialog doesn't collect them.
+          signers: [],
+        },
       });
 
       queryClient.invalidateQueries({ queryKey: ['documents', { interestId }] });
@@ -74,18 +113,38 @@ export function EoiGenerateDialog({
         <DialogHeader>
           <DialogTitle>Generate Expression of Interest</DialogTitle>
           <DialogDescription>
-            The following prerequisites must be met before generating the EOI document.
+            Pick how to render the EOI. Documenso is the primary path; in-app templates use the same
+            source PDF but render and store the PDF locally before sending for signing.
           </DialogDescription>
         </DialogHeader>
 
-        <div className="space-y-2 py-2">
+        <div className="space-y-4 py-2">
+          <div className="space-y-2">
+            <Label htmlFor="eoi-template">Template</Label>
+            <Select value={selectedTemplate} onValueChange={setSelectedTemplate}>
+              <SelectTrigger id="eoi-template">
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value={DOCUMENSO_TEMPLATE_VALUE}>
+                  Documenso Standard EOI (recommended)
+                </SelectItem>
+                {inAppTemplates.map((t) => (
+                  <SelectItem key={t.id} value={t.id}>
+                    {t.name}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          </div>
+
+          <div className="space-y-2">
+            <p className="text-xs font-medium text-muted-foreground">Prerequisites</p>
             {PREREQUISITE_LABELS.map(({ key, label }) => (
               <div key={key} className="flex items-center gap-3">
                 <span
                   className={`flex h-5 w-5 items-center justify-center rounded-full text-xs font-bold ${
-                  prerequisites[key]
-                    ? 'bg-green-100 text-green-700'
-                    : 'bg-red-100 text-red-700'
+                    prerequisites[key] ? 'bg-green-100 text-green-700' : 'bg-red-100 text-red-700'
                   }`}
                 >
                   {prerequisites[key] ? '✓' : '✗'}
@@ -96,17 +155,16 @@ export function EoiGenerateDialog({
               </div>
             ))}
           </div>
+        </div>
 
-        {error && (
-          <p className="text-sm text-destructive">{error}</p>
-        )}
+        {error && <p className="text-sm text-destructive">{error}</p>}
 
         <DialogFooter>
           <Button variant="outline" onClick={() => onOpenChange(false)}>
             Cancel
           </Button>
           <Button onClick={handleGenerate} disabled={!allMet || isGenerating}>
-            {isGenerating ? 'Generating...' : 'Generate EOI'}
+            {isGenerating ? 'Generating…' : 'Generate EOI'}
           </Button>
         </DialogFooter>
       </DialogContent>

src/components/interests/interest-documents-tab.tsx

@@ -14,13 +14,9 @@ interface InterestDocumentsTabProps {
 
 interface InterestData {
   id: string;
+  yachtId?: string | null;
   berthId?: string | null;
-  client?: {
-    fullName?: string | null;
-    yachtLengthFt?: string | null;
-    yachtLengthM?: string | null;
-    contacts?: Array<{ channel: string; value: string }>;
-  };
+  clientName?: string | null;
 }
 
 export function InterestDocumentsTab({ interestId }: InterestDocumentsTabProps) {
@@ -28,20 +24,14 @@ export function InterestDocumentsTab({ interestId }: InterestDocumentsTabProps)
 
   const { data: interestRes } = useQuery({
     queryKey: ['interests', interestId],
-    queryFn: () =>
-      apiFetch<{ data: InterestData }>(`/api/v1/interests/${interestId}`),
+    queryFn: () => apiFetch<{ data: InterestData }>(`/api/v1/interests/${interestId}`),
   });
 
   const interest = interestRes?.data;
 
   const prerequisites = {
-    hasName: Boolean(interest?.client?.fullName),
-    hasEmail: Boolean(
-      interest?.client?.contacts?.some((c) => c.channel === 'email' && c.value),
-    ),
-    hasYachtDims: Boolean(
-      interest?.client?.yachtLengthFt || interest?.client?.yachtLengthM,
-    ),
+    hasName: Boolean(interest?.clientName),
+    hasYacht: Boolean(interest?.yachtId),
     hasBerth: Boolean(interest?.berthId),
   };
 

src/components/interests/interest-form.tsx

@@ -18,18 +18,8 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select';
-import {
-  Sheet,
-  SheetContent,
-  SheetHeader,
-  SheetTitle,
-  SheetFooter,
-} from '@/components/ui/sheet';
-import {
-  Popover,
-  PopoverContent,
-  PopoverTrigger,
-} from '@/components/ui/popover';
+import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
 import {
   Command,
   CommandEmpty,
@@ -41,6 +31,7 @@ import {
 import { Checkbox } from '@/components/ui/checkbox';
 import { Separator } from '@/components/ui/separator';
 import { TagPicker } from '@/components/shared/tag-picker';
+import { YachtPicker } from '@/components/yachts/yacht-picker';
 import { apiFetch } from '@/lib/api/client';
 import { useEntityOptions } from '@/hooks/use-entity-options';
 import { createInterestSchema, type CreateInterestInput } from '@/lib/validators/interests';
@@ -71,6 +62,7 @@ interface InterestFormProps {
     id: string;
     clientId: string;
     clientName?: string | null;
+    yachtId?: string | null;
     berthId?: string | null;
     berthMooringNumber?: string | null;
     pipelineStage: string;
@@ -101,6 +93,7 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
     resolver: zodResolver(createInterestSchema),
     defaultValues: {
       clientId: '',
+      yachtId: undefined,
       pipelineStage: 'open',
       reminderEnabled: false,
       tagIds: [],
@@ -111,15 +104,22 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
   const reminderEnabled = watch('reminderEnabled');
   const selectedClientId = watch('clientId');
   const selectedBerthId = watch('berthId');
+  const selectedYachtId = watch('yachtId');
 
-  const { options: clientOptions, isLoading: clientsLoading, setSearch: setClientSearch } =
-    useEntityOptions({
+  const {
+    options: clientOptions,
+    isLoading: clientsLoading,
+    setSearch: setClientSearch,
+  } = useEntityOptions({
     endpoint: '/api/v1/clients/options',
     labelKey: 'fullName',
   });
 
-  const { options: berthOptions, isLoading: berthsLoading, setSearch: setBerthSearch } =
-    useEntityOptions({
+  const {
+    options: berthOptions,
+    isLoading: berthsLoading,
+    setSearch: setBerthSearch,
+  } = useEntityOptions({
     endpoint: '/api/v1/berths/options',
     labelKey: 'mooringNumber',
   });
@@ -128,9 +128,10 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
     if (interest && open) {
       reset({
         clientId: interest.clientId,
+        yachtId: interest.yachtId ?? undefined,
         berthId: interest.berthId ?? undefined,
-        pipelineStage: interest.pipelineStage as typeof PIPELINE_STAGES[number],
-        leadCategory: interest.leadCategory as typeof LEAD_CATEGORIES[number] | undefined,
+        pipelineStage: interest.pipelineStage as (typeof PIPELINE_STAGES)[number],
+        leadCategory: interest.leadCategory as (typeof LEAD_CATEGORIES)[number] | undefined,
         source: interest.source ?? undefined,
         notes: interest.notes ?? undefined,
         reminderEnabled: interest.reminderEnabled ?? false,
@@ -140,6 +141,7 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
     } else if (!interest && open) {
       reset({
         clientId: '',
+        yachtId: undefined,
         pipelineStage: 'open',
         reminderEnabled: false,
         tagIds: [],
@@ -178,10 +180,7 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
           <SheetTitle>{isEdit ? 'Edit Interest' : 'New Interest'}</SheetTitle>
         </SheetHeader>
 
-        <form
-          onSubmit={handleSubmit((data) => mutation.mutate(data))}
-          className="space-y-6 py-6"
-        >
+        <form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
           {/* Client */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
@@ -202,16 +201,13 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                     )}
                     disabled={isEdit}
                   >
-                    {selectedClient?.label ?? (interest?.clientName ?? 'Select client...')}
+                    {selectedClient?.label ?? interest?.clientName ?? 'Select client...'}
                     <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
                   </Button>
                 </PopoverTrigger>
                 <PopoverContent className="w-[400px] p-0">
                   <Command>
-                    <CommandInput
-                      placeholder="Search clients..."
-                      onValueChange={setClientSearch}
-                    />
+                    <CommandInput placeholder="Search clients..." onValueChange={setClientSearch} />
                     <CommandList>
                       <CommandEmpty>
                         {clientsLoading ? 'Loading...' : 'No clients found.'}
@@ -258,16 +254,13 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                       !selectedBerthId && 'text-muted-foreground',
                     )}
                   >
-                    {selectedBerth?.label ?? (interest?.berthMooringNumber ?? 'Select berth...')}
+                    {selectedBerth?.label ?? interest?.berthMooringNumber ?? 'Select berth...'}
                     <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
                   </Button>
                 </PopoverTrigger>
                 <PopoverContent className="w-[400px] p-0">
                   <Command>
-                    <CommandInput
-                      placeholder="Search berths..."
-                      onValueChange={setBerthSearch}
-                    />
+                    <CommandInput placeholder="Search berths..." onValueChange={setBerthSearch} />
                     <CommandList>
                       <CommandEmpty>
                         {berthsLoading ? 'Loading...' : 'No berths found.'}
@@ -312,6 +305,24 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                 </PopoverContent>
               </Popover>
             </div>
+
+            <div className="space-y-2">
+              <Label>Yacht</Label>
+              <YachtPicker
+                value={selectedYachtId ?? null}
+                onChange={(id) => setValue('yachtId', id ?? undefined)}
+                ownerFilter={
+                  selectedClientId ? { type: 'client', id: selectedClientId } : undefined
+                }
+                disabled={!selectedClientId}
+                placeholder={selectedClientId ? 'Select yacht...' : 'Select a client first'}
+              />
+              <p className="text-xs text-muted-foreground">
+                Required before the interest can leave the &quot;Open&quot; stage.
+              </p>
+              {/* TODO: also include company-owned yachts where client is a member — requires autocomplete owner=any|company filter */}
+              {/* TODO: add "Add new yacht" inline shortcut (requires YachtForm integration) */}
+            </div>
           </div>
 
           <Separator />
@@ -326,7 +337,9 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                 <Label>Stage</Label>
                 <Select
                   value={watch('pipelineStage') ?? 'open'}
-                  onValueChange={(v) => setValue('pipelineStage', v as typeof PIPELINE_STAGES[number])}
+                  onValueChange={(v) =>
+                    setValue('pipelineStage', v as (typeof PIPELINE_STAGES)[number])
+                  }
                 >
                   <SelectTrigger>
                     <SelectValue placeholder="Select stage" />
@@ -346,7 +359,10 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
                 <Select
                   value={watch('leadCategory') ?? ''}
                   onValueChange={(v) =>
-                    setValue('leadCategory', v ? v as typeof LEAD_CATEGORIES[number] : undefined)
+                    setValue(
+                      'leadCategory',
+                      v ? (v as (typeof LEAD_CATEGORIES)[number]) : undefined,
+                    )
                   }
                 >
                   <SelectTrigger>
@@ -427,18 +443,11 @@ export function InterestForm({ open, onOpenChange, interest }: InterestFormProps
           {/* Tags */}
           <div className="space-y-2">
             <Label>Tags</Label>
-            <TagPicker
-              selectedIds={tagIds}
-              onChange={(ids) => setValue('tagIds', ids)}
-            />
+            <TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
           </div>
 
           <SheetFooter>
-            <Button
-              type="button"
-              variant="outline"
-              onClick={() => onOpenChange(false)}
-            >
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
               Cancel
             </Button>
             <Button type="submit" disabled={isSubmitting || mutation.isPending}>

src/components/layout/sidebar.tsx

@@ -8,6 +8,8 @@ import {
   Users,
   Bookmark,
   Anchor,
+  Ship,
+  Building2,
   Receipt,
   FileText,
   FolderOpen,
@@ -30,12 +32,7 @@ import { Badge } from '@/components/ui/badge';
 import { Separator } from '@/components/ui/separator';
 import { ScrollArea } from '@/components/ui/scroll-area';
 import { Sheet, SheetContent, SheetTrigger } from '@/components/ui/sheet';
-import {
-  Tooltip,
-  TooltipContent,
-  TooltipProvider,
-  TooltipTrigger,
-} from '@/components/ui/tooltip';
+import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
 import type { UserPortRole } from '@/lib/db/schema/users';
 import type { Role } from '@/lib/db/schema/users';
 
@@ -65,6 +62,8 @@ function buildNavSections(portSlug: string | undefined): NavSection[] {
       items: [
         { href: `${base}/dashboard`, label: 'Dashboard', icon: LayoutDashboard },
         { href: `${base}/clients`, label: 'Clients', icon: Users },
+        { href: `${base}/yachts`, label: 'Yachts', icon: Ship },
+        { href: `${base}/companies`, label: 'Companies', icon: Building2 },
         { href: `${base}/interests`, label: 'Interests', icon: Bookmark },
         { href: `${base}/berths`, label: 'Berths', icon: Anchor },
       ],
@@ -280,7 +279,8 @@ export function Sidebar({ portRoles }: SidebarProps) {
 
   // Check for admin access based on role permissions
   const hasAdminAccess = portRoles.some(
-    (pr) => pr.role?.permissions?.admin?.manage_users || pr.role?.permissions?.admin?.manage_settings,
+    (pr) =>
+      pr.role?.permissions?.admin?.manage_users || pr.role?.permissions?.admin?.manage_settings,
   );
 
   return (

src/components/portal/portal-nav.tsx

@@ -2,12 +2,14 @@
 
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
-import { LayoutDashboard, Anchor, FileText, Receipt } from 'lucide-react';
+import { LayoutDashboard, Anchor, FileText, Receipt, Sailboat, CalendarCheck } from 'lucide-react';
 import { cn } from '@/lib/utils';
 
 const navItems = [
   { label: 'Dashboard', href: '/portal/dashboard', icon: LayoutDashboard },
   { label: 'Interests', href: '/portal/interests', icon: Anchor },
+  { label: 'My Yachts', href: '/portal/my-yachts', icon: Sailboat },
+  { label: 'Reservations', href: '/portal/my-reservations', icon: CalendarCheck },
   { label: 'Documents', href: '/portal/documents', icon: FileText },
   { label: 'Invoices', href: '/portal/invoices', icon: Receipt },
 ];

src/components/reservations/berth-reserve-dialog.tsx

@@ -0,0 +1,251 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+import { toast } from 'sonner';
+
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+  DialogDescription,
+} from '@/components/ui/dialog';
+import { Button } from '@/components/ui/button';
+import { Label } from '@/components/ui/label';
+import { Input } from '@/components/ui/input';
+import { Textarea } from '@/components/ui/textarea';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { ClientPicker } from '@/components/shared/client-picker';
+import { YachtPicker } from '@/components/yachts/yacht-picker';
+import { apiFetch } from '@/lib/api/client';
+
+type TenureType = 'permanent' | 'fixed_term' | 'seasonal';
+
+type FormValues = {
+  clientId: string | null;
+  yachtId: string | null;
+  startDate: string; // YYYY-MM-DD
+  tenureType: TenureType;
+  notes?: string;
+};
+
+interface BerthReserveDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  berthId: string;
+}
+
+export function BerthReserveDialog({ open, onOpenChange, berthId }: BerthReserveDialogProps) {
+  const queryClient = useQueryClient();
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    reset,
+    formState: { errors, isSubmitting },
+  } = useForm<FormValues>({
+    defaultValues: {
+      clientId: null,
+      yachtId: null,
+      startDate: new Date().toISOString().slice(0, 10),
+      tenureType: 'permanent',
+      notes: '',
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setFormError(null);
+      reset({
+        clientId: null,
+        yachtId: null,
+        startDate: new Date().toISOString().slice(0, 10),
+        tenureType: 'permanent',
+        notes: '',
+      });
+    }
+  }, [open, reset]);
+
+  const clientId = watch('clientId');
+  const yachtId = watch('yachtId');
+  const tenureType = watch('tenureType');
+
+  // When client changes, clear yacht (since yacht-picker is filtered to owner=client)
+  useEffect(() => {
+    setValue('yachtId', null);
+  }, [clientId, setValue]);
+
+  function validate(data: FormValues): string | null {
+    if (!data.clientId) return 'Please select a client';
+    if (!data.yachtId) return 'Please select a yacht';
+    return null;
+  }
+
+  async function createPending(data: FormValues): Promise<{ id: string }> {
+    const res = await apiFetch<{ data: { id: string } }>(`/api/v1/berths/${berthId}/reservations`, {
+      method: 'POST',
+      body: {
+        clientId: data.clientId!,
+        yachtId: data.yachtId!,
+        startDate: data.startDate,
+        tenureType: data.tenureType,
+        notes: data.notes?.trim() || undefined,
+      },
+    });
+    return res.data;
+  }
+
+  const createMutation = useMutation({
+    mutationFn: async (data: FormValues) => {
+      const err = validate(data);
+      if (err) throw new Error(err);
+      await createPending(data);
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['berths', berthId, 'reservations'] });
+      queryClient.invalidateQueries({ queryKey: ['berth-reservations'] });
+      toast.success('Reservation created');
+      onOpenChange(false);
+    },
+    onError: (err: unknown) => {
+      const msg = err instanceof Error ? err.message : 'Failed to create reservation';
+      setFormError(msg);
+    },
+  });
+
+  const createAndActivateMutation = useMutation({
+    mutationFn: async (data: FormValues) => {
+      const err = validate(data);
+      if (err) throw new Error(err);
+      const pending = await createPending(data);
+      // Immediately activate
+      await apiFetch(`/api/v1/berth-reservations/${pending.id}`, {
+        method: 'PATCH',
+        body: { action: 'activate' },
+      });
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['berths', berthId, 'reservations'] });
+      queryClient.invalidateQueries({ queryKey: ['berth-reservations'] });
+      toast.success('Reservation created and activated');
+      onOpenChange(false);
+    },
+    onError: (err: unknown) => {
+      const msg = err instanceof Error ? err.message : 'Failed to activate';
+      if (/active reservation|conflict|409/i.test(msg)) {
+        setFormError(
+          'This berth already has an active reservation. The pending record was created — activate it manually once the other reservation ends.',
+        );
+      } else {
+        setFormError(msg);
+      }
+    },
+  });
+
+  const isPending = isSubmitting || createMutation.isPending || createAndActivateMutation.isPending;
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-md">
+        <DialogHeader>
+          <DialogTitle>Reserve this berth</DialogTitle>
+          <DialogDescription>
+            Create a pending reservation or activate it immediately.
+          </DialogDescription>
+        </DialogHeader>
+
+        <form className="space-y-4">
+          <div className="space-y-2">
+            <Label>Client</Label>
+            <ClientPicker value={clientId} onChange={(id) => setValue('clientId', id)} />
+          </div>
+
+          <div className="space-y-2">
+            <Label>Yacht</Label>
+            <YachtPicker
+              value={yachtId}
+              onChange={(id) => setValue('yachtId', id)}
+              ownerFilter={clientId ? { type: 'client', id: clientId } : undefined}
+              disabled={!clientId}
+              placeholder={clientId ? 'Select yacht...' : 'Select a client first'}
+            />
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="startDate">Start date</Label>
+            <Input id="startDate" type="date" {...register('startDate', { required: true })} />
+            {errors.startDate && <p className="text-xs text-destructive">Required</p>}
+          </div>
+
+          <div className="space-y-2">
+            <Label>Tenure</Label>
+            <Select
+              value={tenureType}
+              onValueChange={(v) => setValue('tenureType', v as TenureType)}
+            >
+              <SelectTrigger>
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="permanent">Permanent</SelectItem>
+                <SelectItem value="fixed_term">Fixed term</SelectItem>
+                <SelectItem value="seasonal">Seasonal</SelectItem>
+              </SelectContent>
+            </Select>
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="notes">Notes (optional)</Label>
+            <Textarea id="notes" rows={2} {...register('notes')} />
+          </div>
+
+          {formError && <p className="text-sm text-destructive">{formError}</p>}
+
+          <DialogFooter className="flex-col-reverse sm:flex-row gap-2">
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
+              Cancel
+            </Button>
+            <Button
+              type="button"
+              variant="outline"
+              disabled={isPending}
+              onClick={handleSubmit((data) => {
+                setFormError(null);
+                createMutation.mutate(data);
+              })}
+            >
+              {createMutation.isPending && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
+              Create reservation
+            </Button>
+            <Button
+              type="button"
+              disabled={isPending}
+              onClick={handleSubmit((data) => {
+                setFormError(null);
+                createAndActivateMutation.mutate(data);
+              })}
+            >
+              {createAndActivateMutation.isPending && (
+                <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              )}
+              Create and activate
+            </Button>
+          </DialogFooter>
+        </form>
+      </DialogContent>
+    </Dialog>
+  );
+}

src/components/reservations/reservation-list.tsx

@@ -0,0 +1,215 @@
+'use client';
+
+import { useParams } from 'next/navigation';
+import Link from 'next/link';
+import { useQuery } from '@tanstack/react-query';
+
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@/components/ui/table';
+import { EmptyState } from '@/components/shared/empty-state';
+import { apiFetch } from '@/lib/api/client';
+
+export interface ReservationRow {
+  id: string;
+  berthId: string;
+  portId: string;
+  clientId: string;
+  yachtId: string;
+  status: 'pending' | 'active' | 'ended' | 'cancelled';
+  startDate: string;
+  endDate: string | null;
+  tenureType: string;
+  contractFileId: string | null;
+  notes: string | null;
+  createdAt: string;
+}
+
+export interface ReservationListProps {
+  reservations: ReservationRow[];
+  showBerth?: boolean;
+  portSlug?: string;
+  emptyMessage?: string;
+}
+
+/**
+ * Renders a client's name as a link by fetching the client record.
+ * Uses TanStack Query cache for memoization of repeated clientId queries.
+ */
+function ClientLink({ clientId, portSlug }: { clientId: string; portSlug: string }) {
+  const { data } = useQuery<{ fullName: string }>({
+    queryKey: ['clients', clientId, 'name-only'],
+    queryFn: () =>
+      apiFetch<{ data: { fullName: string } }>(`/api/v1/clients/${clientId}`).then((r) => r.data),
+  });
+
+  return (
+    <Link
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      href={`/${portSlug}/clients/${clientId}` as any}
+      className="text-primary hover:underline"
+    >
+      {data?.fullName ?? `Client ${clientId.slice(0, 8)}`}
+    </Link>
+  );
+}
+
+/**
+ * Renders a yacht's name as a link by fetching the yacht record.
+ */
+function YachtLink({ yachtId, portSlug }: { yachtId: string; portSlug: string }) {
+  const { data } = useQuery<{ name: string }>({
+    queryKey: ['yachts', yachtId, 'name-only'],
+    queryFn: () =>
+      apiFetch<{ data: { name: string } }>(`/api/v1/yachts/${yachtId}`).then((r) => r.data),
+  });
+
+  return (
+    <Link
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      href={`/${portSlug}/yachts/${yachtId}` as any}
+      className="text-primary hover:underline"
+    >
+      {data?.name ?? `Yacht ${yachtId.slice(0, 8)}`}
+    </Link>
+  );
+}
+
+/**
+ * Renders a berth's mooring number as a link by fetching the berth record.
+ */
+function BerthLink({ berthId, portSlug }: { berthId: string; portSlug: string }) {
+  const { data } = useQuery<{ mooringNumber: string }>({
+    queryKey: ['berths', berthId, 'name-only'],
+    queryFn: () =>
+      apiFetch<{ data: { mooringNumber: string } }>(`/api/v1/berths/${berthId}`).then(
+        (r) => r.data,
+      ),
+  });
+
+  return (
+    <Link
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      href={`/${portSlug}/berths/${berthId}` as any}
+      className="text-primary hover:underline"
+    >
+      {data?.mooringNumber ?? `Berth ${berthId.slice(0, 8)}`}
+    </Link>
+  );
+}
+
+/**
+ * Renders a status badge with appropriate color coding.
+ */
+function StatusBadge({ status }: { status: ReservationRow['status'] }) {
+  const colorMap: Record<ReservationRow['status'], string> = {
+    pending: 'bg-gray-100 text-gray-800',
+    active: 'bg-green-100 text-green-800',
+    ended: 'bg-blue-100 text-blue-800',
+    cancelled: 'bg-red-100 text-red-800',
+  };
+
+  const color = colorMap[status];
+  const label = status.charAt(0).toUpperCase() + status.slice(1);
+
+  return (
+    <span className={`inline-block rounded-full px-2 py-0.5 text-xs font-medium ${color}`}>
+      {label}
+    </span>
+  );
+}
+
+/**
+ * Pretty-prints tenure type for display.
+ */
+function prettyTenure(tenureType: string): string {
+  const tenureMap: Record<string, string> = {
+    permanent: 'Permanent',
+    fixed_term: 'Fixed term',
+    seasonal: 'Seasonal',
+  };
+  return tenureMap[tenureType] ?? tenureType;
+}
+
+/**
+ * Formats a date range as "{startDate} → {endDate or 'ongoing'}".
+ */
+function formatDateRange(startDate: string, endDate: string | null): string {
+  const start = new Date(startDate).toLocaleDateString();
+  const end = endDate ? new Date(endDate).toLocaleDateString() : 'ongoing';
+  return `${start} → ${end}`;
+}
+
+export function ReservationList({
+  reservations,
+  showBerth = false,
+  portSlug: portSlugProp,
+  emptyMessage,
+}: ReservationListProps) {
+  const routeParams = useParams<{ portSlug: string }>();
+  const portSlug = portSlugProp ?? routeParams?.portSlug ?? '';
+
+  if (reservations.length === 0) {
+    return (
+      <EmptyState title="No reservations" description={emptyMessage ?? 'No reservations yet.'} />
+    );
+  }
+
+  return (
+    <div className="rounded-md border">
+      <Table>
+        <TableHeader>
+          <TableRow>
+            {showBerth && <TableHead>Berth</TableHead>}
+            <TableHead>Client</TableHead>
+            <TableHead>Yacht</TableHead>
+            <TableHead>Dates</TableHead>
+            <TableHead>Tenure</TableHead>
+            <TableHead>Status</TableHead>
+            <TableHead>Contract</TableHead>
+          </TableRow>
+        </TableHeader>
+        <TableBody>
+          {reservations.map((r) => (
+            <TableRow key={r.id}>
+              {showBerth && (
+                <TableCell>
+                  <BerthLink berthId={r.berthId} portSlug={portSlug} />
+                </TableCell>
+              )}
+              <TableCell>
+                <ClientLink clientId={r.clientId} portSlug={portSlug} />
+              </TableCell>
+              <TableCell>
+                <YachtLink yachtId={r.yachtId} portSlug={portSlug} />
+              </TableCell>
+              <TableCell>{formatDateRange(r.startDate, r.endDate)}</TableCell>
+              <TableCell>{prettyTenure(r.tenureType)}</TableCell>
+              <TableCell>
+                <StatusBadge status={r.status} />
+              </TableCell>
+              <TableCell>
+                {r.contractFileId ? (
+                  // TODO: Confirm final file-download endpoint URL when available
+                  <a
+                    href={`/api/v1/files/${r.contractFileId}/download`}
+                    className="text-primary hover:underline"
+                  >
+                    View contract
+                  </a>
+                ) : (
+                  '—'
+                )}
+              </TableCell>
+            </TableRow>
+          ))}
+        </TableBody>
+      </Table>
+    </div>
+  );
+}

src/components/search/command-search.tsx

@@ -2,7 +2,7 @@
 
 import { useEffect, useRef, useState, useCallback } from 'react';
 import { useRouter } from 'next/navigation';
-import { Search, Clock, User, TrendingUp, Anchor } from 'lucide-react';
+import { Search, Clock, User, TrendingUp, Anchor, Ship, Building2 } from 'lucide-react';
 
 import { cn } from '@/lib/utils';
 import { useSearch } from '@/hooks/use-search';
@@ -22,7 +22,11 @@ export function CommandSearch() {
   const hasQuery = query.length >= 2;
   const hasResults =
     results &&
-    (results.clients.length > 0 || results.interests.length > 0 || results.berths.length > 0);
+    (results.clients.length > 0 ||
+      results.interests.length > 0 ||
+      results.berths.length > 0 ||
+      results.yachts.length > 0 ||
+      results.companies.length > 0);
 
   // Cmd/Ctrl+K focuses the input
   useEffect(() => {
@@ -67,7 +71,13 @@ export function CommandSearch() {
     }
   }
 
-  const iconMap = { client: User, interest: TrendingUp, berth: Anchor } as const;
+  const iconMap = {
+    client: User,
+    interest: TrendingUp,
+    berth: Anchor,
+    yacht: Ship,
+    company: Building2,
+  } as const;
 
   return (
     <div ref={wrapperRef} className="relative">
@@ -142,12 +152,38 @@ export function CommandSearch() {
                       id: c.id,
                       icon: 'client',
                       label: c.fullName,
-                      sub: c.companyName,
+                      sub: null,
                     }))}
                     iconMap={iconMap}
                     onSelect={(id) => navigate(`/${portSlug}/clients/${id}`)}
                   />
                 )}
+                {results.yachts.length > 0 && (
+                  <ResultGroup
+                    heading="Yachts"
+                    items={results.yachts.map((y) => ({
+                      id: y.id,
+                      icon: 'yacht',
+                      label: y.name,
+                      sub: [y.hullNumber, y.registration].filter(Boolean).join(' · ') || null,
+                    }))}
+                    iconMap={iconMap}
+                    onSelect={(id) => navigate(`/${portSlug}/yachts/${id}`)}
+                  />
+                )}
+                {results.companies.length > 0 && (
+                  <ResultGroup
+                    heading="Companies"
+                    items={results.companies.map((c) => ({
+                      id: c.id,
+                      icon: 'company',
+                      label: c.name,
+                      sub: [c.legalName, c.taxId].filter(Boolean).join(' · ') || null,
+                    }))}
+                    iconMap={iconMap}
+                    onSelect={(id) => navigate(`/${portSlug}/companies/${id}`)}
+                  />
+                )}
                 {results.interests.length > 0 && (
                   <ResultGroup
                     heading="Interests"
@@ -190,7 +226,12 @@ function ResultGroup({
   onSelect,
 }: {
   heading: string;
-  items: Array<{ id: string; icon: 'client' | 'interest' | 'berth'; label: string; sub?: string | null }>;
+  items: Array<{
+    id: string;
+    icon: 'client' | 'interest' | 'berth' | 'yacht' | 'company';
+    label: string;
+    sub?: string | null;
+  }>;
   iconMap: Record<string, React.ElementType | undefined>;
   onSelect: (id: string) => void;
 }) {

src/components/search/search-result-item.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { User, Anchor, TrendingUp } from 'lucide-react';
+import { User, Anchor, TrendingUp, Ship, Building2 } from 'lucide-react';
 
 import { CommandItem } from '@/components/ui/command';
 
@@ -9,7 +9,6 @@ import { CommandItem } from '@/components/ui/command';
 interface ClientItem {
   id: string;
   fullName: string;
-  companyName: string | null;
 }
 
 interface InterestItem {
@@ -26,10 +25,26 @@ interface BerthItem {
   status: string;
 }
 
+interface YachtItem {
+  id: string;
+  name: string;
+  hullNumber: string | null;
+  registration: string | null;
+}
+
+interface CompanyItem {
+  id: string;
+  name: string;
+  legalName: string | null;
+  taxId: string | null;
+}
+
 type SearchResultItemProps =
   | { type: 'client'; item: ClientItem; onSelect: () => void }
   | { type: 'interest'; item: InterestItem; onSelect: () => void }
-  | { type: 'berth'; item: BerthItem; onSelect: () => void };
+  | { type: 'berth'; item: BerthItem; onSelect: () => void }
+  | { type: 'yacht'; item: YachtItem; onSelect: () => void }
+  | { type: 'company'; item: CompanyItem; onSelect: () => void };
 
 // ─── Component ────────────────────────────────────────────────────────────────
 
@@ -38,12 +53,7 @@ export function SearchResultItem({ type, item, onSelect }: SearchResultItemProps
     return (
       <CommandItem value={item.id} onSelect={onSelect} className="flex items-center gap-2">
         <User className="h-4 w-4 shrink-0 text-muted-foreground" />
-        <div className="flex flex-col">
         <span className="text-sm font-medium">{item.fullName}</span>
-          {item.companyName && (
-            <span className="text-xs text-muted-foreground">{item.companyName}</span>
-          )}
-        </div>
       </CommandItem>
     );
   }
@@ -63,6 +73,38 @@ export function SearchResultItem({ type, item, onSelect }: SearchResultItemProps
     );
   }
 
+  if (type === 'yacht') {
+    return (
+      <CommandItem value={item.id} onSelect={onSelect} className="flex items-center gap-2">
+        <Ship className="h-4 w-4 shrink-0 text-muted-foreground" />
+        <div className="flex flex-col">
+          <span className="text-sm font-medium">{item.name}</span>
+          {(item.hullNumber || item.registration) && (
+            <span className="text-xs text-muted-foreground">
+              {[item.hullNumber, item.registration].filter(Boolean).join(' · ')}
+            </span>
+          )}
+        </div>
+      </CommandItem>
+    );
+  }
+
+  if (type === 'company') {
+    return (
+      <CommandItem value={item.id} onSelect={onSelect} className="flex items-center gap-2">
+        <Building2 className="h-4 w-4 shrink-0 text-muted-foreground" />
+        <div className="flex flex-col">
+          <span className="text-sm font-medium">{item.name}</span>
+          {(item.legalName || item.taxId) && (
+            <span className="text-xs text-muted-foreground">
+              {[item.legalName, item.taxId].filter(Boolean).join(' · ')}
+            </span>
+          )}
+        </div>
+      </CommandItem>
+    );
+  }
+
   // berth
   return (
     <CommandItem value={item.id} onSelect={onSelect} className="flex items-center gap-2">

src/components/shared/client-picker.tsx

@@ -0,0 +1,100 @@
+'use client';
+
+import { useState } from 'react';
+import { Check, ChevronsUpDown } from 'lucide-react';
+import { useQuery } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@/components/ui/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { useDebounce } from '@/hooks/use-debounce';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface ClientOption {
+  id: string;
+  fullName: string;
+}
+
+interface ClientPickerProps {
+  value: string | null;
+  onChange: (clientId: string | null) => void;
+  placeholder?: string;
+  disabled?: boolean;
+}
+
+export function ClientPicker({
+  value,
+  onChange,
+  placeholder = 'Select client...',
+  disabled,
+}: ClientPickerProps) {
+  const [open, setOpen] = useState(false);
+  const [search, setSearch] = useState('');
+  const debounced = useDebounce(search, 300);
+
+  const { data } = useQuery<{ data: ClientOption[] }>({
+    queryKey: ['client-picker', debounced],
+    queryFn: () =>
+      apiFetch(
+        `/api/v1/clients?search=${encodeURIComponent(debounced)}&page=1&limit=10&order=desc&includeArchived=false`,
+      ),
+    enabled: open,
+  });
+
+  const options = data?.data ?? [];
+
+  const selectedLabel = (() => {
+    if (!value) return placeholder;
+    const match = options.find((o) => o.id === value);
+    return match?.fullName ?? `Client ${value.slice(0, 8)}`;
+  })();
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          role="combobox"
+          disabled={disabled}
+          className={cn('w-full justify-between', !value && 'text-muted-foreground')}
+        >
+          <span className="truncate">{selectedLabel}</span>
+          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[320px] p-0" align="start">
+        <Command shouldFilter={false}>
+          <CommandInput placeholder="Search clients…" value={search} onValueChange={setSearch} />
+          <CommandList>
+            <CommandEmpty>No clients found.</CommandEmpty>
+            <CommandGroup>
+              {options.map((c) => (
+                <CommandItem
+                  key={c.id}
+                  value={c.id}
+                  onSelect={() => {
+                    onChange(c.id);
+                    setOpen(false);
+                  }}
+                >
+                  <Check
+                    className={cn('mr-2 h-4 w-4', value === c.id ? 'opacity-100' : 'opacity-0')}
+                  />
+                  <span>{c.fullName}</span>
+                </CommandItem>
+              ))}
+            </CommandGroup>
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+}

src/components/shared/owner-picker.tsx

@@ -0,0 +1,164 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { Check, ChevronsUpDown } from 'lucide-react';
+import { useQuery } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@/components/ui/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { useDebounce } from '@/hooks/use-debounce';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+export type OwnerRef = { type: 'client' | 'company'; id: string };
+
+interface OwnerOption {
+  id: string;
+  name?: string | null;
+  fullName?: string | null;
+}
+
+interface OwnerPickerProps {
+  value: OwnerRef | null;
+  onChange: (value: OwnerRef | null) => void;
+  /** Optional placeholder when empty */
+  placeholder?: string;
+  /** Disable the component */
+  disabled?: boolean;
+}
+
+export function OwnerPicker({
+  value,
+  onChange,
+  placeholder = 'Select owner...',
+  disabled,
+}: OwnerPickerProps) {
+  const [open, setOpen] = useState(false);
+  const [type, setType] = useState<'client' | 'company'>(value?.type ?? 'client');
+  const [search, setSearch] = useState('');
+  const debounced = useDebounce(search, 300);
+
+  // Keep local `type` in sync if value.type changes externally.
+  useEffect(() => {
+    if (value?.type) setType(value.type);
+  }, [value?.type]);
+
+  const endpoint =
+    type === 'client'
+      ? `/api/v1/clients/options?search=${encodeURIComponent(debounced)}`
+      : `/api/v1/companies/autocomplete?q=${encodeURIComponent(debounced)}`;
+
+  const { data } = useQuery<{ data: OwnerOption[] }>({
+    queryKey: ['owner-picker', type, debounced],
+    queryFn: () => apiFetch(endpoint),
+    enabled: open,
+  });
+
+  const options = data?.data ?? [];
+
+  // Selected display label — show entity's name from current options if
+  // available, otherwise a truncated id fallback.
+  const selectedLabel = (() => {
+    if (!value) return placeholder;
+    const match = options.find((o) => o.id === value.id);
+    if (match) {
+      return type === 'client'
+        ? (match.fullName ?? '(unnamed client)')
+        : (match.name ?? '(unnamed company)');
+    }
+    return value.type === 'client'
+      ? `Client ${value.id.slice(0, 8)}`
+      : `Company ${value.id.slice(0, 8)}`;
+  })();
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          role="combobox"
+          disabled={disabled}
+          className={cn('w-full justify-between', !value && 'text-muted-foreground')}
+        >
+          <span className="truncate">
+            {value && (
+              <span className="mr-2 text-xs opacity-60">
+                {value.type === 'client' ? 'Client:' : 'Company:'}
+              </span>
+            )}
+            {selectedLabel}
+          </span>
+          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[320px] p-0" align="start">
+        {/* Type toggle */}
+        <div className="flex border-b">
+          <button
+            type="button"
+            onClick={() => {
+              setType('client');
+              setSearch('');
+            }}
+            className={cn(
+              'flex-1 px-3 py-2 text-xs',
+              type === 'client' ? 'bg-accent font-medium' : 'hover:bg-accent/50',
+            )}
+          >
+            Client
+          </button>
+          <button
+            type="button"
+            onClick={() => {
+              setType('company');
+              setSearch('');
+            }}
+            className={cn(
+              'flex-1 px-3 py-2 text-xs',
+              type === 'company' ? 'bg-accent font-medium' : 'hover:bg-accent/50',
+            )}
+          >
+            Company
+          </button>
+        </div>
+
+        <Command shouldFilter={false}>
+          <CommandInput placeholder={`Search ${type}s…`} value={search} onValueChange={setSearch} />
+          <CommandList>
+            <CommandEmpty>No results.</CommandEmpty>
+            <CommandGroup>
+              {options.map((opt) => {
+                const label =
+                  type === 'client' ? (opt.fullName ?? '(unnamed)') : (opt.name ?? '(unnamed)');
+                const isSelected = value?.id === opt.id && value?.type === type;
+                return (
+                  <CommandItem
+                    key={opt.id}
+                    value={opt.id}
+                    onSelect={() => {
+                      onChange({ type, id: opt.id });
+                      setOpen(false);
+                    }}
+                  >
+                    <Check
+                      className={cn('mr-2 h-4 w-4', isSelected ? 'opacity-100' : 'opacity-0')}
+                    />
+                    {label}
+                  </CommandItem>
+                );
+              })}
+            </CommandGroup>
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+}

src/components/yachts/yacht-columns.tsx

@@ -0,0 +1,176 @@
+'use client';
+
+import Link from 'next/link';
+import { MoreHorizontal, Pencil, Archive, Eye } from 'lucide-react';
+import type { ColumnDef } from '@tanstack/react-table';
+
+import { Button } from '@/components/ui/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu';
+import { OwnerLink } from '@/components/yachts/yacht-detail-header';
+
+export interface YachtRow {
+  id: string;
+  name: string;
+  hullNumber: string | null;
+  registration: string | null;
+  currentOwnerType: 'client' | 'company';
+  currentOwnerId: string;
+  lengthFt: string | null;
+  widthFt: string | null;
+  draftFt: string | null;
+  lengthM: string | null;
+  widthM: string | null;
+  status: string;
+  archivedAt: string | null;
+  updatedAt: string;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  active: 'bg-green-100 text-green-800 border-green-300',
+  retired: 'bg-gray-100 text-gray-800 border-gray-300',
+  sold_away: 'bg-amber-100 text-amber-800 border-amber-300',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  retired: 'Retired',
+  sold_away: 'Sold Away',
+};
+
+function formatDimensions(yacht: YachtRow): string | null {
+  if (yacht.lengthFt || yacht.widthFt) {
+    const length = yacht.lengthFt ?? '—';
+    const width = yacht.widthFt ?? '—';
+    return `${length} × ${width} ft`;
+  }
+  if (yacht.lengthM || yacht.widthM) {
+    const length = yacht.lengthM ?? '—';
+    const width = yacht.widthM ?? '—';
+    return `${length} × ${width} m`;
+  }
+  return null;
+}
+
+interface GetYachtColumnsOptions {
+  portSlug: string;
+  onEdit: (yacht: YachtRow) => void;
+  onArchive: (yacht: YachtRow) => void;
+}
+
+export function getYachtColumns({
+  portSlug,
+  onEdit,
+  onArchive,
+}: GetYachtColumnsOptions): ColumnDef<YachtRow, unknown>[] {
+  return [
+    {
+      id: 'name',
+      accessorKey: 'name',
+      header: 'Name',
+      cell: ({ row }) => (
+        <Link
+          // eslint-disable-next-line @typescript-eslint/no-explicit-any
+          href={`/${portSlug}/yachts/${row.original.id}` as any}
+          className="font-medium text-primary hover:underline"
+          onClick={(e) => e.stopPropagation()}
+        >
+          {row.original.name}
+        </Link>
+      ),
+    },
+    {
+      id: 'currentOwner',
+      header: 'Current Owner',
+      enableSorting: false,
+      cell: ({ row }) => (
+        <OwnerLink
+          portSlug={portSlug}
+          type={row.original.currentOwnerType}
+          id={row.original.currentOwnerId}
+        />
+      ),
+    },
+    {
+      id: 'dimensions',
+      header: 'Dimensions',
+      enableSorting: false,
+      cell: ({ row }) => {
+        const dims = formatDimensions(row.original);
+        if (!dims) return <span className="text-muted-foreground">—</span>;
+        return <span className="text-sm">{dims}</span>;
+      },
+    },
+    {
+      id: 'hullNumber',
+      accessorKey: 'hullNumber',
+      header: 'Hull Number',
+      enableSorting: false,
+      cell: ({ getValue }) => {
+        const value = getValue() as string | null;
+        if (!value) return <span className="text-muted-foreground">—</span>;
+        return <span className="text-sm">{value}</span>;
+      },
+    },
+    {
+      id: 'status',
+      accessorKey: 'status',
+      header: 'Status',
+      cell: ({ row }) => {
+        const status = row.original.status;
+        const label = STATUS_LABELS[status] ?? status;
+        const color = STATUS_COLORS[status] ?? 'bg-muted text-muted-foreground border-muted';
+        return (
+          <span
+            className={`inline-flex items-center rounded-full border px-2 py-0.5 text-xs font-medium ${color}`}
+          >
+            {label}
+          </span>
+        );
+      },
+    },
+    {
+      id: 'actions',
+      header: '',
+      enableSorting: false,
+      size: 48,
+      cell: ({ row }) => (
+        <DropdownMenu>
+          <DropdownMenuTrigger asChild>
+            <Button
+              variant="ghost"
+              size="icon"
+              className="h-7 w-7"
+              onClick={(e) => e.stopPropagation()}
+            >
+              <MoreHorizontal className="h-4 w-4" />
+            </Button>
+          </DropdownMenuTrigger>
+          <DropdownMenuContent align="end">
+            <DropdownMenuItem asChild>
+              <Link
+                // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                href={`/${portSlug}/yachts/${row.original.id}` as any}
+              >
+                <Eye className="mr-2 h-3.5 w-3.5" />
+                View
+              </Link>
+            </DropdownMenuItem>
+            <DropdownMenuItem onClick={() => onEdit(row.original)}>
+              <Pencil className="mr-2 h-3.5 w-3.5" />
+              Edit
+            </DropdownMenuItem>
+            <DropdownMenuItem className="text-destructive" onClick={() => onArchive(row.original)}>
+              <Archive className="mr-2 h-3.5 w-3.5" />
+              Archive
+            </DropdownMenuItem>
+          </DropdownMenuContent>
+        </DropdownMenu>
+      ),
+    },
+  ];
+}

src/components/yachts/yacht-detail-header.tsx

@@ -0,0 +1,241 @@
+'use client';
+
+import { useState } from 'react';
+import Link from 'next/link';
+import { useParams, useRouter } from 'next/navigation';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { Pencil, Archive, ArrowRightLeft } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { YachtForm } from '@/components/yachts/yacht-form';
+import { YachtTransferDialog } from '@/components/yachts/yacht-transfer-dialog';
+import { apiFetch } from '@/lib/api/client';
+
+interface YachtDetailHeaderYacht {
+  id: string;
+  name: string;
+  hullNumber: string | null;
+  registration: string | null;
+  flag: string | null;
+  yearBuilt: number | null;
+  builder: string | null;
+  model: string | null;
+  hullMaterial: string | null;
+  lengthFt: string | null;
+  widthFt: string | null;
+  draftFt: string | null;
+  lengthM: string | null;
+  widthM: string | null;
+  draftM: string | null;
+  currentOwnerType: 'client' | 'company';
+  currentOwnerId: string;
+  status: string;
+  notes: string | null;
+  archivedAt: string | null;
+}
+
+interface YachtDetailHeaderProps {
+  yacht: YachtDetailHeaderYacht;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  active: 'bg-green-100 text-green-800 border-green-300',
+  retired: 'bg-gray-100 text-gray-800 border-gray-300',
+  sold_away: 'bg-amber-100 text-amber-800 border-amber-300',
+};
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  retired: 'Retired',
+  sold_away: 'Sold Away',
+};
+
+export function OwnerLink({
+  portSlug,
+  type,
+  id,
+}: {
+  portSlug: string;
+  type: 'client' | 'company';
+  id: string;
+}) {
+  const { data } = useQuery<{ fullName?: string; name?: string }>({
+    queryKey: [type === 'client' ? 'clients' : 'companies', id, 'name-only'],
+    queryFn: () =>
+      apiFetch<{ data: { fullName?: string; name?: string } }>(
+        type === 'client' ? `/api/v1/clients/${id}` : `/api/v1/companies/${id}`,
+      ).then((r) => r.data),
+  });
+
+  const label = type === 'client' ? data?.fullName : data?.name;
+  const href = type === 'client' ? `/${portSlug}/clients/${id}` : `/${portSlug}/companies/${id}`;
+
+  return (
+    <Link
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      href={href as any}
+      className="text-primary hover:underline"
+    >
+      {label ?? `${type === 'client' ? 'Client' : 'Company'} ${id.slice(0, 8)}`}
+    </Link>
+  );
+}
+
+function formatDimensions(yacht: YachtDetailHeaderYacht): string | null {
+  const parts: string[] = [];
+  if (yacht.lengthFt) parts.push(`${yacht.lengthFt} ft`);
+  if (yacht.widthFt) parts.push(`${yacht.widthFt} ft`);
+
+  let summary: string | null = null;
+  if (parts.length > 0) {
+    summary = parts.join(' × ');
+  }
+  if (yacht.draftFt) {
+    summary = summary ? `${summary} (draft ${yacht.draftFt} ft)` : `draft ${yacht.draftFt} ft`;
+  }
+  return summary;
+}
+
+export function YachtDetailHeader({ yacht }: YachtDetailHeaderProps) {
+  const queryClient = useQueryClient();
+  const router = useRouter();
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const [editOpen, setEditOpen] = useState(false);
+  const [archiveOpen, setArchiveOpen] = useState(false);
+  const [transferOpen, setTransferOpen] = useState(false);
+
+  const isArchived = !!yacht.archivedAt;
+
+  const archiveMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/yachts/${yacht.id}`, { method: 'DELETE' }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['yachts', yacht.id] });
+      queryClient.invalidateQueries({ queryKey: ['yachts'] });
+      toast.success('Yacht archived');
+      setArchiveOpen(false);
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      router.push(`/${portSlug}/yachts` as any);
+    },
+    onError: (err: Error) => {
+      toast.error(err.message || 'Failed to archive yacht');
+    },
+  });
+
+  const dimensions = formatDimensions(yacht);
+  const statusLabel = STATUS_LABELS[yacht.status] ?? yacht.status;
+  const statusColor = STATUS_COLORS[yacht.status] ?? 'bg-muted text-muted-foreground border-muted';
+
+  return (
+    <>
+      <div className="space-y-3">
+        <div className="flex items-start gap-3 flex-wrap">
+          <div className="flex-1 min-w-0">
+            <div className="flex items-center gap-2 flex-wrap">
+              <h1 className="text-2xl font-bold text-foreground truncate">{yacht.name}</h1>
+              <span
+                className={`inline-flex items-center rounded-full border px-3 py-1 text-xs font-medium ${statusColor}`}
+              >
+                {statusLabel}
+              </span>
+              {isArchived && (
+                <Badge variant="secondary" className="text-xs">
+                  Archived
+                </Badge>
+              )}
+            </div>
+
+            {dimensions && <p className="text-muted-foreground mt-0.5 text-sm">{dimensions}</p>}
+
+            <div className="flex items-center gap-2 mt-2 text-sm text-muted-foreground">
+              <span>Owner:</span>
+              <OwnerLink
+                portSlug={portSlug}
+                type={yacht.currentOwnerType}
+                id={yacht.currentOwnerId}
+              />
+            </div>
+          </div>
+
+          {/* Actions */}
+          <div className="flex items-center gap-2">
+            <Button variant="outline" size="sm" onClick={() => setEditOpen(true)}>
+              <Pencil className="mr-1.5 h-3.5 w-3.5" />
+              Edit
+            </Button>
+            <PermissionGate resource="yachts" action="transfer">
+              <Button
+                variant="outline"
+                size="sm"
+                onClick={() => setTransferOpen(true)}
+                disabled={isArchived}
+              >
+                <ArrowRightLeft className="mr-1.5 h-3.5 w-3.5" />
+                Transfer
+              </Button>
+            </PermissionGate>
+            <Button
+              variant="outline"
+              size="sm"
+              onClick={() => setArchiveOpen(true)}
+              disabled={isArchived}
+            >
+              <Archive className="mr-1.5 h-3.5 w-3.5" />
+              Archive
+            </Button>
+          </div>
+        </div>
+      </div>
+
+      <YachtForm
+        open={editOpen}
+        onOpenChange={setEditOpen}
+        yacht={{
+          id: yacht.id,
+          name: yacht.name,
+          hullNumber: yacht.hullNumber,
+          registration: yacht.registration,
+          flag: yacht.flag,
+          yearBuilt: yacht.yearBuilt,
+          builder: yacht.builder,
+          model: yacht.model,
+          hullMaterial: yacht.hullMaterial,
+          lengthFt: yacht.lengthFt,
+          widthFt: yacht.widthFt,
+          draftFt: yacht.draftFt,
+          lengthM: yacht.lengthM,
+          widthM: yacht.widthM,
+          draftM: yacht.draftM,
+          currentOwnerType: yacht.currentOwnerType,
+          currentOwnerId: yacht.currentOwnerId,
+          status: yacht.status,
+          notes: yacht.notes,
+        }}
+      />
+
+      <ArchiveConfirmDialog
+        open={archiveOpen}
+        onOpenChange={setArchiveOpen}
+        entityName={yacht.name}
+        entityType="Yacht"
+        isArchived={isArchived}
+        onConfirm={() => {
+          archiveMutation.mutate();
+        }}
+        isLoading={archiveMutation.isPending}
+      />
+
+      <YachtTransferDialog
+        open={transferOpen}
+        onOpenChange={setTransferOpen}
+        yachtId={yacht.id}
+        currentOwner={{ type: yacht.currentOwnerType, id: yacht.currentOwnerId }}
+      />
+    </>
+  );
+}

src/components/yachts/yacht-detail.tsx

@@ -0,0 +1,67 @@
+'use client';
+
+import { useQuery } from '@tanstack/react-query';
+
+import { DetailLayout } from '@/components/shared/detail-layout';
+import { YachtDetailHeader } from '@/components/yachts/yacht-detail-header';
+import { getYachtTabs } from '@/components/yachts/yacht-tabs';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { apiFetch } from '@/lib/api/client';
+
+export interface YachtData {
+  id: string;
+  portId: string;
+  name: string;
+  hullNumber: string | null;
+  registration: string | null;
+  flag: string | null;
+  yearBuilt: number | null;
+  builder: string | null;
+  model: string | null;
+  hullMaterial: string | null;
+  lengthFt: string | null;
+  widthFt: string | null;
+  draftFt: string | null;
+  lengthM: string | null;
+  widthM: string | null;
+  draftM: string | null;
+  currentOwnerType: 'client' | 'company';
+  currentOwnerId: string;
+  status: string;
+  notes: string | null;
+  archivedAt: string | null;
+  createdAt: string;
+  updatedAt: string;
+}
+
+interface YachtDetailProps {
+  yachtId: string;
+  currentUserId?: string;
+}
+
+export function YachtDetail({ yachtId, currentUserId }: YachtDetailProps) {
+  const { data, isLoading } = useQuery<YachtData>({
+    queryKey: ['yachts', yachtId],
+    queryFn: () => apiFetch<{ data: YachtData }>(`/api/v1/yachts/${yachtId}`).then((r) => r.data),
+  });
+
+  useRealtimeInvalidation({
+    'yacht:updated': [['yachts', yachtId]],
+    'yacht:archived': [['yachts', yachtId]],
+    'yacht:ownership_transferred': [
+      ['yachts', yachtId],
+      ['yachts', yachtId, 'ownership-history'],
+    ],
+  });
+
+  const tabs = data ? getYachtTabs({ yachtId, currentUserId, yacht: data }) : [];
+
+  return (
+    <DetailLayout
+      header={data ? <YachtDetailHeader yacht={data} /> : null}
+      tabs={tabs}
+      defaultTab="overview"
+      isLoading={isLoading}
+    />
+  );
+}

src/components/yachts/yacht-filters.tsx

@@ -0,0 +1,34 @@
+import type { FilterDefinition } from '@/components/shared/filter-bar';
+
+export const yachtFilterDefinitions: FilterDefinition[] = [
+  {
+    key: 'search',
+    label: 'Search',
+    type: 'text',
+    placeholder: 'Search by name, hull, registration...',
+  },
+  {
+    key: 'status',
+    label: 'Status',
+    type: 'select',
+    options: [
+      { label: 'Active', value: 'active' },
+      { label: 'Retired', value: 'retired' },
+      { label: 'Sold Away', value: 'sold_away' },
+    ],
+  },
+  {
+    key: 'ownerType',
+    label: 'Owner Type',
+    type: 'select',
+    options: [
+      { label: 'Client', value: 'client' },
+      { label: 'Company', value: 'company' },
+    ],
+  },
+  {
+    key: 'includeArchived',
+    label: 'Include Archived',
+    type: 'boolean',
+  },
+];

src/components/yachts/yacht-form.tsx

@@ -0,0 +1,356 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { Input } from '@/components/ui/input';
+import { Label } from '@/components/ui/label';
+import { Textarea } from '@/components/ui/textarea';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
+import { Separator } from '@/components/ui/separator';
+import { OwnerPicker, type OwnerRef } from '@/components/shared/owner-picker';
+import { TagPicker } from '@/components/shared/tag-picker';
+import { apiFetch } from '@/lib/api/client';
+import { createYachtSchema, type CreateYachtInput } from '@/lib/validators/yachts';
+
+interface YachtFormProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  /** If provided, form is in edit mode */
+  yacht?: {
+    id: string;
+    name: string;
+    hullNumber?: string | null;
+    registration?: string | null;
+    flag?: string | null;
+    yearBuilt?: number | null;
+    builder?: string | null;
+    model?: string | null;
+    hullMaterial?: string | null;
+    lengthFt?: string | null;
+    widthFt?: string | null;
+    draftFt?: string | null;
+    lengthM?: string | null;
+    widthM?: string | null;
+    draftM?: string | null;
+    currentOwnerType: 'client' | 'company';
+    currentOwnerId: string;
+    status?: string | null;
+    notes?: string | null;
+  };
+}
+
+type YachtStatus = 'active' | 'retired' | 'sold_away';
+
+export function YachtForm({ open, onOpenChange, yacht }: YachtFormProps) {
+  const queryClient = useQueryClient();
+  const isEdit = !!yacht;
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    reset,
+    formState: { errors, isSubmitting },
+  } = useForm<CreateYachtInput>({
+    resolver: zodResolver(createYachtSchema),
+    defaultValues: {
+      name: '',
+      status: 'active',
+      tagIds: [],
+    },
+  });
+
+  const tagIds = watch('tagIds') ?? [];
+  const owner = watch('owner') as OwnerRef | undefined;
+  const status = watch('status') ?? 'active';
+
+  // Populate form when editing, or reset to defaults in create mode.
+  useEffect(() => {
+    if (yacht && open) {
+      reset({
+        name: yacht.name,
+        hullNumber: yacht.hullNumber ?? undefined,
+        registration: yacht.registration ?? undefined,
+        flag: yacht.flag ?? undefined,
+        yearBuilt: yacht.yearBuilt ?? undefined,
+        builder: yacht.builder ?? undefined,
+        model: yacht.model ?? undefined,
+        hullMaterial: yacht.hullMaterial ?? undefined,
+        lengthFt: yacht.lengthFt ?? undefined,
+        widthFt: yacht.widthFt ?? undefined,
+        draftFt: yacht.draftFt ?? undefined,
+        lengthM: yacht.lengthM ?? undefined,
+        widthM: yacht.widthM ?? undefined,
+        draftM: yacht.draftM ?? undefined,
+        // Owner is required by the schema in create mode. In edit mode we
+        // strip it before PATCH, but we still satisfy the resolver by
+        // supplying the current owner.
+        owner: { type: yacht.currentOwnerType, id: yacht.currentOwnerId },
+        status: (yacht.status as YachtStatus | null) ?? 'active',
+        notes: yacht.notes ?? undefined,
+        tagIds: [],
+      });
+    } else if (!yacht && open) {
+      reset({
+        name: '',
+        status: 'active',
+        tagIds: [],
+      });
+    }
+    setFormError(null);
+  }, [yacht, open, reset]);
+
+  const mutation = useMutation({
+    mutationFn: async (data: CreateYachtInput) => {
+      if (isEdit) {
+        // updateYachtSchema omits owner + tagIds — strip them from PATCH body.
+        const { owner: _owner, tagIds: _tIds, ...rest } = data;
+        void _owner;
+        void _tIds;
+        await apiFetch(`/api/v1/yachts/${yacht!.id}`, {
+          method: 'PATCH',
+          body: rest,
+        });
+      } else {
+        await apiFetch('/api/v1/yachts', { method: 'POST', body: data });
+      }
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['yachts'] });
+      onOpenChange(false);
+    },
+    onError: (err: Error) => {
+      setFormError(err.message || 'Failed to save yacht');
+    },
+  });
+
+  return (
+    <Sheet open={open} onOpenChange={onOpenChange}>
+      <SheetContent className="w-full sm:max-w-2xl overflow-y-auto">
+        <SheetHeader>
+          <SheetTitle>{isEdit ? 'Edit Yacht' : 'New Yacht'}</SheetTitle>
+        </SheetHeader>
+
+        <form
+          onSubmit={handleSubmit((data) => {
+            setFormError(null);
+            mutation.mutate(data);
+          })}
+          className="space-y-6 py-6"
+        >
+          {/* Basic */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Basic
+            </h3>
+
+            <div className="grid grid-cols-2 gap-4">
+              <div className="col-span-2 space-y-1">
+                <Label>Name *</Label>
+                <Input {...register('name')} placeholder="Sea Breeze" />
+                {errors.name && <p className="text-xs text-destructive">{errors.name.message}</p>}
+              </div>
+
+              <div className="space-y-1">
+                <Label>Hull Number</Label>
+                <Input {...register('hullNumber')} placeholder="HIN" />
+              </div>
+
+              <div className="space-y-1">
+                <Label>Registration</Label>
+                <Input {...register('registration')} placeholder="Registration #" />
+              </div>
+
+              <div className="space-y-1">
+                <Label>Flag</Label>
+                <Input {...register('flag')} placeholder="e.g. MT" />
+              </div>
+
+              <div className="space-y-1">
+                <Label>Year Built</Label>
+                <Input
+                  type="number"
+                  {...register('yearBuilt', { valueAsNumber: true })}
+                  placeholder="2015"
+                />
+                {errors.yearBuilt && (
+                  <p className="text-xs text-destructive">{errors.yearBuilt.message}</p>
+                )}
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Build */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Build
+            </h3>
+            <div className="grid grid-cols-2 gap-4">
+              <div className="space-y-1">
+                <Label>Builder</Label>
+                <Input {...register('builder')} placeholder="Benetti" />
+              </div>
+              <div className="space-y-1">
+                <Label>Model</Label>
+                <Input {...register('model')} placeholder="Classic 120" />
+              </div>
+              <div className="col-span-2 space-y-1">
+                <Label>Hull Material</Label>
+                <Input {...register('hullMaterial')} placeholder="Aluminium" />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Dimensions (ft) */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Dimensions (ft)
+            </h3>
+            <div className="grid grid-cols-3 gap-4">
+              <div className="space-y-1">
+                <Label>Length (ft)</Label>
+                <Input {...register('lengthFt')} placeholder="120" />
+              </div>
+              <div className="space-y-1">
+                <Label>Width (ft)</Label>
+                <Input {...register('widthFt')} placeholder="25" />
+              </div>
+              <div className="space-y-1">
+                <Label>Draft (ft)</Label>
+                <Input {...register('draftFt')} placeholder="8" />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Dimensions (m) */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Dimensions (m)
+            </h3>
+            <div className="grid grid-cols-3 gap-4">
+              <div className="space-y-1">
+                <Label>Length (m)</Label>
+                <Input {...register('lengthM')} placeholder="36.5" />
+              </div>
+              <div className="space-y-1">
+                <Label>Width (m)</Label>
+                <Input {...register('widthM')} placeholder="7.6" />
+              </div>
+              <div className="space-y-1">
+                <Label>Draft (m)</Label>
+                <Input {...register('draftM')} placeholder="2.4" />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Ownership */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
+              Ownership
+            </h3>
+
+            {isEdit ? (
+              <p className="rounded-md border bg-muted/30 px-3 py-2 text-xs text-muted-foreground">
+                Ownership changes use the Transfer button.
+              </p>
+            ) : (
+              <div className="space-y-1">
+                <Label>Owner *</Label>
+                <OwnerPicker
+                  value={owner ?? null}
+                  onChange={(v) => {
+                    if (v) {
+                      setValue('owner', v, { shouldValidate: true });
+                    }
+                  }}
+                />
+                {errors.owner && (
+                  <p className="text-xs text-destructive">
+                    {errors.owner.message ?? 'Owner is required'}
+                  </p>
+                )}
+              </div>
+            )}
+          </div>
+
+          <Separator />
+
+          {/* Status */}
+          <div className="space-y-2">
+            <Label>Status</Label>
+            <Select value={status} onValueChange={(v) => setValue('status', v as YachtStatus)}>
+              <SelectTrigger>
+                <SelectValue placeholder="Select status" />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="active">Active</SelectItem>
+                <SelectItem value="retired">Retired</SelectItem>
+                <SelectItem value="sold_away">Sold away</SelectItem>
+              </SelectContent>
+            </Select>
+          </div>
+
+          <Separator />
+
+          {/* Notes */}
+          <div className="space-y-2">
+            <Label>Notes</Label>
+            <Textarea
+              {...register('notes')}
+              placeholder="Internal notes about this yacht"
+              rows={4}
+            />
+          </div>
+
+          <Separator />
+
+          {/* Tags */}
+          <div className="space-y-2">
+            <Label>Tags</Label>
+            <TagPicker selectedIds={tagIds} onChange={(ids) => setValue('tagIds', ids)} />
+          </div>
+
+          {formError && (
+            <p className="text-sm text-destructive" role="alert">
+              {formError}
+            </p>
+          )}
+
+          <SheetFooter>
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
+              Cancel
+            </Button>
+            <Button type="submit" disabled={isSubmitting || mutation.isPending}>
+              {(isSubmitting || mutation.isPending) && (
+                <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              )}
+              {isEdit ? 'Save Changes' : 'Create Yacht'}
+            </Button>
+          </SheetFooter>
+        </form>
+      </SheetContent>
+    </Sheet>
+  );
+}

src/components/yachts/yacht-list.tsx

@@ -0,0 +1,170 @@
+'use client';
+
+import { useState } from 'react';
+import { useParams } from 'next/navigation';
+import { Plus } from 'lucide-react';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import { DataTable } from '@/components/shared/data-table';
+import { FilterBar } from '@/components/shared/filter-bar';
+import { SavedViewsDropdown } from '@/components/shared/saved-views-dropdown';
+import { PageHeader } from '@/components/shared/page-header';
+import { EmptyState } from '@/components/shared/empty-state';
+import { TableSkeleton } from '@/components/shared/loading-skeleton';
+import { ArchiveConfirmDialog } from '@/components/shared/archive-confirm-dialog';
+import { PermissionGate } from '@/components/shared/permission-gate';
+import { YachtForm } from '@/components/yachts/yacht-form';
+import { yachtFilterDefinitions } from '@/components/yachts/yacht-filters';
+import { getYachtColumns, type YachtRow } from '@/components/yachts/yacht-columns';
+import { usePaginatedQuery } from '@/hooks/use-paginated-query';
+import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
+import { apiFetch } from '@/lib/api/client';
+
+export function YachtList() {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+  const queryClient = useQueryClient();
+
+  const [createOpen, setCreateOpen] = useState(false);
+  const [editYacht, setEditYacht] = useState<YachtRow | null>(null);
+  const [archiveYacht, setArchiveYacht] = useState<YachtRow | null>(null);
+
+  const {
+    data,
+    pagination,
+    isLoading,
+    isFetching,
+    sort,
+    setSort,
+    setPage,
+    setPageSize,
+    filters,
+    setFilter,
+    clearFilters,
+  } = usePaginatedQuery<YachtRow>({
+    queryKey: ['yachts'],
+    endpoint: '/api/v1/yachts',
+    filterDefinitions: yachtFilterDefinitions,
+  });
+
+  useRealtimeInvalidation({
+    'yacht:created': [['yachts']],
+    'yacht:updated': [['yachts']],
+    'yacht:archived': [['yachts']],
+    'yacht:ownership_transferred': [['yachts']],
+  });
+
+  const archiveMutation = useMutation({
+    mutationFn: (id: string) => apiFetch(`/api/v1/yachts/${id}`, { method: 'DELETE' }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['yachts'] });
+      setArchiveYacht(null);
+    },
+  });
+
+  const columns = getYachtColumns({
+    portSlug,
+    onEdit: (yacht) => setEditYacht(yacht),
+    onArchive: (yacht) => setArchiveYacht(yacht),
+  });
+
+  return (
+    <div className="space-y-4">
+      <PageHeader
+        title="Yachts"
+        description="Manage yacht records"
+        actions={
+          <PermissionGate resource="yachts" action="create">
+            <Button size="sm" onClick={() => setCreateOpen(true)}>
+              <Plus className="mr-1.5 h-4 w-4" />
+              New Yacht
+            </Button>
+          </PermissionGate>
+        }
+      />
+
+      <div className="flex items-center gap-2">
+        <FilterBar
+          filters={yachtFilterDefinitions}
+          values={filters}
+          onChange={setFilter}
+          onClear={clearFilters}
+        />
+        <SavedViewsDropdown
+          entityType="yachts"
+          currentFilters={filters}
+          currentSort={sort}
+          onApplyView={(savedFilters, _savedSort) => {
+            clearFilters();
+            Object.entries(savedFilters).forEach(([key, val]) => setFilter(key, val));
+          }}
+        />
+      </div>
+
+      {isLoading ? (
+        <TableSkeleton />
+      ) : !data.length ? (
+        <EmptyState
+          title="No yachts found"
+          description="Get started by adding your first yacht."
+          action={{ label: 'New Yacht', onClick: () => setCreateOpen(true) }}
+        />
+      ) : (
+        <DataTable
+          columns={columns}
+          data={data}
+          pagination={pagination}
+          onPaginationChange={(p, ps) => {
+            setPage(p);
+            setPageSize(ps);
+          }}
+          sort={sort}
+          onSortChange={setSort}
+          isLoading={isFetching && !isLoading}
+          getRowId={(row) => row.id}
+          emptyState={
+            <EmptyState
+              title="No yachts found"
+              description="Get started by adding your first yacht."
+              action={{ label: 'New Yacht', onClick: () => setCreateOpen(true) }}
+            />
+          }
+        />
+      )}
+
+      <YachtForm open={createOpen} onOpenChange={setCreateOpen} />
+
+      {editYacht && (
+        <YachtForm
+          open={!!editYacht}
+          onOpenChange={(open) => !open && setEditYacht(null)}
+          yacht={{
+            id: editYacht.id,
+            name: editYacht.name,
+            hullNumber: editYacht.hullNumber,
+            registration: editYacht.registration,
+            lengthFt: editYacht.lengthFt,
+            widthFt: editYacht.widthFt,
+            draftFt: editYacht.draftFt,
+            lengthM: editYacht.lengthM,
+            widthM: editYacht.widthM,
+            currentOwnerType: editYacht.currentOwnerType,
+            currentOwnerId: editYacht.currentOwnerId,
+            status: editYacht.status,
+          }}
+        />
+      )}
+
+      <ArchiveConfirmDialog
+        open={!!archiveYacht}
+        onOpenChange={(open) => !open && setArchiveYacht(null)}
+        entityName={archiveYacht?.name ?? ''}
+        entityType="Yacht"
+        isArchived={false}
+        onConfirm={() => archiveYacht && archiveMutation.mutate(archiveYacht.id)}
+        isLoading={archiveMutation.isPending}
+      />
+    </div>
+  );
+}

src/components/yachts/yacht-ownership-history.tsx

@@ -0,0 +1,123 @@
+'use client';
+
+import { useQuery } from '@tanstack/react-query';
+import { useParams } from 'next/navigation';
+import { Loader2 } from 'lucide-react';
+
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@/components/ui/table';
+import { Badge } from '@/components/ui/badge';
+import { EmptyState } from '@/components/shared/empty-state';
+import { OwnerLink } from '@/components/yachts/yacht-detail-header';
+import { apiFetch } from '@/lib/api/client';
+
+interface OwnershipHistoryRow {
+  id: string;
+  yachtId: string;
+  ownerType: 'client' | 'company';
+  ownerId: string;
+  startDate: string;
+  endDate: string | null;
+  transferReason: string | null;
+  transferNotes: string | null;
+  createdBy: string;
+  createdAt: string;
+}
+
+interface YachtOwnershipHistoryProps {
+  yachtId: string;
+}
+
+const REASON_LABELS: Record<string, string> = {
+  sale: 'Sale',
+  inheritance: 'Inheritance',
+  gift: 'Gift',
+  company_restructure: 'Company restructure',
+  other: 'Other',
+};
+
+function formatDate(value: string | null): string {
+  if (!value) return '—';
+  const date = new Date(value);
+  if (Number.isNaN(date.getTime())) return value;
+  return date.toLocaleDateString();
+}
+
+export function YachtOwnershipHistory({ yachtId }: YachtOwnershipHistoryProps) {
+  const params = useParams<{ portSlug: string }>();
+  const portSlug = params?.portSlug ?? '';
+
+  const { data, isLoading } = useQuery<OwnershipHistoryRow[]>({
+    queryKey: ['yachts', yachtId, 'ownership-history'],
+    queryFn: () =>
+      apiFetch<{ data: OwnershipHistoryRow[] }>(`/api/v1/yachts/${yachtId}/ownership-history`).then(
+        (r) => r.data,
+      ),
+  });
+
+  if (isLoading) {
+    return (
+      <div className="flex items-center justify-center py-12">
+        <Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
+      </div>
+    );
+  }
+
+  if (!data || data.length === 0) {
+    return (
+      <EmptyState
+        title="No ownership history"
+        description="This yacht's ownership transfers will appear here."
+      />
+    );
+  }
+
+  return (
+    <div className="rounded-md border">
+      <Table>
+        <TableHeader>
+          <TableRow>
+            <TableHead>Start Date</TableHead>
+            <TableHead>End Date</TableHead>
+            <TableHead>Owner</TableHead>
+            <TableHead>Reason</TableHead>
+            <TableHead>Notes</TableHead>
+          </TableRow>
+        </TableHeader>
+        <TableBody>
+          {data.map((row) => (
+            <TableRow key={row.id}>
+              <TableCell>{formatDate(row.startDate)}</TableCell>
+              <TableCell>
+                {row.endDate ? (
+                  formatDate(row.endDate)
+                ) : (
+                  <Badge variant="secondary" className="text-xs">
+                    Current
+                  </Badge>
+                )}
+              </TableCell>
+              <TableCell>
+                <OwnerLink portSlug={portSlug} type={row.ownerType} id={row.ownerId} />
+              </TableCell>
+              <TableCell className="text-sm text-muted-foreground">
+                {row.transferReason
+                  ? (REASON_LABELS[row.transferReason] ?? row.transferReason)
+                  : '—'}
+              </TableCell>
+              <TableCell className="text-sm text-muted-foreground max-w-[320px] truncate">
+                {row.transferNotes ?? '—'}
+              </TableCell>
+            </TableRow>
+          ))}
+        </TableBody>
+      </Table>
+    </div>
+  );
+}

src/components/yachts/yacht-picker.tsx

@@ -0,0 +1,114 @@
+'use client';
+
+import { useState } from 'react';
+import { Check, ChevronsUpDown } from 'lucide-react';
+import { useQuery } from '@tanstack/react-query';
+
+import { Button } from '@/components/ui/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@/components/ui/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
+import { useDebounce } from '@/hooks/use-debounce';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface YachtOption {
+  id: string;
+  name: string;
+  hullNumber?: string | null;
+  registration?: string | null;
+  currentOwnerType?: 'client' | 'company';
+  currentOwnerId?: string;
+}
+
+interface YachtPickerProps {
+  value: string | null;
+  onChange: (yachtId: string | null) => void;
+  /** Optional filter to only show yachts owned by the given client or company. */
+  ownerFilter?: { type: 'client' | 'company'; id: string };
+  placeholder?: string;
+  disabled?: boolean;
+}
+
+export function YachtPicker({
+  value,
+  onChange,
+  ownerFilter,
+  placeholder = 'Select yacht...',
+  disabled,
+}: YachtPickerProps) {
+  const [open, setOpen] = useState(false);
+  const [search, setSearch] = useState('');
+  const debounced = useDebounce(search, 300);
+
+  const { data } = useQuery<{ data: YachtOption[] }>({
+    queryKey: ['yacht-picker', debounced],
+    queryFn: () => apiFetch(`/api/v1/yachts/autocomplete?q=${encodeURIComponent(debounced)}`),
+    enabled: open,
+  });
+
+  const rawOptions = data?.data ?? [];
+  const options = ownerFilter
+    ? rawOptions.filter(
+        (y) => y.currentOwnerType === ownerFilter.type && y.currentOwnerId === ownerFilter.id,
+      )
+    : rawOptions;
+
+  const selectedLabel = (() => {
+    if (!value) return placeholder;
+    const match = rawOptions.find((o) => o.id === value);
+    return match?.name ?? `Yacht ${value.slice(0, 8)}`;
+  })();
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          role="combobox"
+          disabled={disabled}
+          className={cn('w-full justify-between', !value && 'text-muted-foreground')}
+        >
+          <span className="truncate">{selectedLabel}</span>
+          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[320px] p-0" align="start">
+        <Command shouldFilter={false}>
+          <CommandInput placeholder="Search yachts…" value={search} onValueChange={setSearch} />
+          <CommandList>
+            <CommandEmpty>No yachts found.</CommandEmpty>
+            <CommandGroup>
+              {options.map((y) => (
+                <CommandItem
+                  key={y.id}
+                  value={y.id}
+                  onSelect={() => {
+                    onChange(y.id);
+                    setOpen(false);
+                  }}
+                >
+                  <Check
+                    className={cn('mr-2 h-4 w-4', value === y.id ? 'opacity-100' : 'opacity-0')}
+                  />
+                  <span>
+                    {y.name}
+                    {y.hullNumber ? (
+                      <span className="ml-2 text-xs opacity-60">{y.hullNumber}</span>
+                    ) : null}
+                  </span>
+                </CommandItem>
+              ))}
+            </CommandGroup>
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+}

src/components/yachts/yacht-tabs.tsx

@@ -0,0 +1,168 @@
+'use client';
+
+import type { DetailTab } from '@/components/shared/detail-layout';
+import { EmptyState } from '@/components/shared/empty-state';
+import { YachtOwnershipHistory } from '@/components/yachts/yacht-ownership-history';
+
+interface YachtTabsYacht {
+  id: string;
+  name: string;
+  hullNumber: string | null;
+  registration: string | null;
+  flag: string | null;
+  yearBuilt: number | null;
+  builder: string | null;
+  model: string | null;
+  hullMaterial: string | null;
+  lengthFt: string | null;
+  widthFt: string | null;
+  draftFt: string | null;
+  lengthM: string | null;
+  widthM: string | null;
+  draftM: string | null;
+  status: string;
+  notes: string | null;
+}
+
+interface YachtTabsOptions {
+  yachtId: string;
+  currentUserId?: string;
+  yacht: YachtTabsYacht;
+}
+
+function InfoRow({ label, value }: { label: string; value?: string | number | null }) {
+  if (value === null || value === undefined || value === '') return null;
+  return (
+    <div className="flex gap-2 py-1.5 border-b last:border-0">
+      <dt className="w-40 shrink-0 text-sm text-muted-foreground">{label}</dt>
+      <dd className="text-sm">{value}</dd>
+    </div>
+  );
+}
+
+const STATUS_LABELS: Record<string, string> = {
+  active: 'Active',
+  retired: 'Retired',
+  sold_away: 'Sold away',
+};
+
+function OverviewTab({ yacht }: { yacht: YachtTabsYacht }) {
+  const hasFtDimensions = yacht.lengthFt || yacht.widthFt || yacht.draftFt;
+  const hasMDimensions = yacht.lengthM || yacht.widthM || yacht.draftM;
+
+  return (
+    <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
+      {/* Identity */}
+      <div className="space-y-1">
+        <h3 className="text-sm font-medium mb-2">Identity</h3>
+        <dl>
+          <InfoRow label="Name" value={yacht.name} />
+          <InfoRow label="Hull Number" value={yacht.hullNumber} />
+          <InfoRow label="Registration" value={yacht.registration} />
+          <InfoRow label="Flag" value={yacht.flag} />
+          <InfoRow label="Year Built" value={yacht.yearBuilt} />
+          <InfoRow label="Status" value={STATUS_LABELS[yacht.status] ?? yacht.status} />
+        </dl>
+      </div>
+
+      {/* Build */}
+      {(yacht.builder || yacht.model || yacht.hullMaterial) && (
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Build</h3>
+          <dl>
+            <InfoRow label="Builder" value={yacht.builder} />
+            <InfoRow label="Model" value={yacht.model} />
+            <InfoRow label="Hull Material" value={yacht.hullMaterial} />
+          </dl>
+        </div>
+      )}
+
+      {/* Dimensions (ft) */}
+      {hasFtDimensions && (
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Dimensions (ft)</h3>
+          <dl>
+            <InfoRow label="Length" value={yacht.lengthFt ? `${yacht.lengthFt} ft` : null} />
+            <InfoRow label="Width" value={yacht.widthFt ? `${yacht.widthFt} ft` : null} />
+            <InfoRow label="Draft" value={yacht.draftFt ? `${yacht.draftFt} ft` : null} />
+          </dl>
+        </div>
+      )}
+
+      {/* Dimensions (m) */}
+      {hasMDimensions && (
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Dimensions (m)</h3>
+          <dl>
+            <InfoRow label="Length" value={yacht.lengthM ? `${yacht.lengthM} m` : null} />
+            <InfoRow label="Width" value={yacht.widthM ? `${yacht.widthM} m` : null} />
+            <InfoRow label="Draft" value={yacht.draftM ? `${yacht.draftM} m` : null} />
+          </dl>
+        </div>
+      )}
+
+      {/* Notes */}
+      {yacht.notes && (
+        <div className="space-y-1 md:col-span-2">
+          <h3 className="text-sm font-medium mb-2">Notes</h3>
+          <p className="text-sm whitespace-pre-wrap rounded-md border bg-muted/30 p-3">
+            {yacht.notes}
+          </p>
+        </div>
+      )}
+    </div>
+  );
+}
+
+export function getYachtTabs({
+  yachtId,
+  // currentUserId reserved for when NotesList supports entityType='yachts'.
+  currentUserId: _currentUserId,
+  yacht,
+}: YachtTabsOptions): DetailTab[] {
+  void _currentUserId;
+
+  return [
+    {
+      id: 'overview',
+      label: 'Overview',
+      content: <OverviewTab yacht={yacht} />,
+    },
+    {
+      id: 'ownership-history',
+      label: 'Ownership History',
+      content: <YachtOwnershipHistory yachtId={yachtId} />,
+    },
+    {
+      id: 'interests',
+      label: 'Interests',
+      content: <EmptyState title="Interests" description="Coming soon" />,
+    },
+    {
+      id: 'reservations',
+      label: 'Reservations',
+      content: <EmptyState title="Reservations" description="Coming soon" />,
+    },
+    {
+      id: 'notes',
+      label: 'Notes',
+      // TODO: NotesList currently supports entityType 'clients' | 'interests'.
+      // Extend NotesList (or swap to a yacht-notes endpoint) in a follow-up.
+      content: (
+        <EmptyState
+          title="Notes"
+          description="Yacht notes coming soon — the notes endpoint is pending wiring."
+        />
+      ),
+    },
+    {
+      id: 'tags',
+      label: 'Tags',
+      // TODO: replace with an inline tag editor once one exists; yacht tags
+      // can be edited via the Edit form in the meantime.
+      content: (
+        <EmptyState title="Tags" description="Manage tags from the Edit yacht form for now." />
+      ),
+    },
+  ];
+}

src/components/yachts/yacht-transfer-dialog.tsx

@@ -0,0 +1,202 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { Loader2 } from 'lucide-react';
+import { toast } from 'sonner';
+
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+import { Button } from '@/components/ui/button';
+import { Label } from '@/components/ui/label';
+import { Input } from '@/components/ui/input';
+import { Textarea } from '@/components/ui/textarea';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@/components/ui/select';
+import { OwnerPicker, type OwnerRef } from '@/components/shared/owner-picker';
+import { apiFetch } from '@/lib/api/client';
+
+type TransferReason = 'sale' | 'inheritance' | 'gift' | 'company_restructure' | 'other';
+
+type FormValues = {
+  newOwner: OwnerRef | undefined;
+  effectiveDate: string; // ISO date string from <input type="date">
+  transferReason?: TransferReason;
+  transferNotes?: string;
+};
+
+interface YachtTransferDialogProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  yachtId: string;
+  /** Current owner shown for reference; used to guard against selecting the same owner. */
+  currentOwner?: OwnerRef;
+}
+
+const todayIso = (): string => new Date().toISOString().slice(0, 10);
+
+export function YachtTransferDialog({
+  open,
+  onOpenChange,
+  yachtId,
+  currentOwner,
+}: YachtTransferDialogProps) {
+  const queryClient = useQueryClient();
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const {
+    register,
+    handleSubmit,
+    watch,
+    setValue,
+    reset,
+    formState: { errors, isSubmitting },
+  } = useForm<FormValues>({
+    defaultValues: {
+      newOwner: undefined,
+      effectiveDate: todayIso(),
+      transferReason: undefined,
+      transferNotes: '',
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setFormError(null);
+      reset({
+        newOwner: undefined,
+        effectiveDate: todayIso(),
+        transferReason: undefined,
+        transferNotes: '',
+      });
+    }
+  }, [open, reset]);
+
+  const newOwner = watch('newOwner');
+  const transferReason = watch('transferReason');
+
+  const mutation = useMutation({
+    mutationFn: async (data: FormValues) => {
+      if (!data.newOwner) {
+        throw new Error('Please select a new owner');
+      }
+      if (
+        currentOwner &&
+        data.newOwner.type === currentOwner.type &&
+        data.newOwner.id === currentOwner.id
+      ) {
+        throw new Error('New owner must be different from the current owner');
+      }
+      await apiFetch(`/api/v1/yachts/${yachtId}/transfer`, {
+        method: 'POST',
+        body: {
+          newOwner: data.newOwner,
+          effectiveDate: data.effectiveDate,
+          transferReason: data.transferReason,
+          transferNotes: data.transferNotes?.trim() || undefined,
+        },
+      });
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['yachts', yachtId] });
+      queryClient.invalidateQueries({ queryKey: ['yachts', yachtId, 'ownership-history'] });
+      queryClient.invalidateQueries({ queryKey: ['yachts'] });
+      toast.success('Ownership transferred');
+      onOpenChange(false);
+    },
+    onError: (err: unknown) => {
+      const msg = err instanceof Error ? err.message : 'Failed to transfer ownership';
+      setFormError(msg);
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-md">
+        <DialogHeader>
+          <DialogTitle>Transfer ownership</DialogTitle>
+          <DialogDescription>
+            This will close the current ownership record and open a new one. The change is auditable
+            and atomic.
+          </DialogDescription>
+        </DialogHeader>
+
+        <form
+          onSubmit={handleSubmit((data) => {
+            setFormError(null);
+            mutation.mutate(data);
+          })}
+          className="space-y-4"
+        >
+          <div className="space-y-2">
+            <Label>New owner</Label>
+            <OwnerPicker
+              value={newOwner ?? null}
+              onChange={(v) => setValue('newOwner', v ?? undefined)}
+            />
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="effectiveDate">Effective date</Label>
+            <Input
+              id="effectiveDate"
+              type="date"
+              {...register('effectiveDate', { required: true })}
+            />
+            {errors.effectiveDate && <p className="text-xs text-destructive">Required</p>}
+          </div>
+
+          <div className="space-y-2">
+            <Label>Reason (optional)</Label>
+            <Select
+              onValueChange={(v) => setValue('transferReason', v as TransferReason)}
+              value={transferReason ?? ''}
+            >
+              <SelectTrigger>
+                <SelectValue placeholder="Select a reason..." />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="sale">Sale</SelectItem>
+                <SelectItem value="inheritance">Inheritance</SelectItem>
+                <SelectItem value="gift">Gift</SelectItem>
+                <SelectItem value="company_restructure">Company restructure</SelectItem>
+                <SelectItem value="other">Other</SelectItem>
+              </SelectContent>
+            </Select>
+          </div>
+
+          <div className="space-y-2">
+            <Label htmlFor="transferNotes">Notes (optional)</Label>
+            <Textarea id="transferNotes" rows={3} {...register('transferNotes')} />
+          </div>
+
+          {formError && <p className="text-sm text-destructive">{formError}</p>}
+
+          <DialogFooter>
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>
+              Cancel
+            </Button>
+            <Button type="submit" disabled={isSubmitting || mutation.isPending}>
+              {(isSubmitting || mutation.isPending) && (
+                <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              )}
+              Transfer
+            </Button>
+          </DialogFooter>
+        </form>
+      </DialogContent>
+    </Dialog>
+  );
+}

src/hooks/use-search.ts

@@ -8,7 +8,7 @@ import { useDebounce } from '@/hooks/use-debounce';
 // ─── Types ────────────────────────────────────────────────────────────────────
 
 interface SearchResults {
-  clients: Array<{ id: string; fullName: string; companyName: string | null }>;
+  clients: Array<{ id: string; fullName: string }>;
   interests: Array<{
     id: string;
     clientName: string;
@@ -16,6 +16,18 @@ interface SearchResults {
     pipelineStage: string;
   }>;
   berths: Array<{ id: string; mooringNumber: string; area: string | null; status: string }>;
+  yachts: Array<{
+    id: string;
+    name: string;
+    hullNumber: string | null;
+    registration: string | null;
+  }>;
+  companies: Array<{
+    id: string;
+    name: string;
+    legalName: string | null;
+    taxId: string | null;
+  }>;
 }
 
 // ─── Hook ─────────────────────────────────────────────────────────────────────

src/lib/api/helpers.ts

@@ -3,12 +3,7 @@ import { NextRequest, NextResponse } from 'next/server';
 
 import { auth } from '@/lib/auth';
 import { db } from '@/lib/db';
-import {
-  portRoleOverrides,
-  ports,
-  userPortRoles,
-  userProfiles,
-} from '@/lib/db/schema';
+import { portRoleOverrides, ports, userPortRoles, userProfiles } from '@/lib/db/schema';
 import { type RolePermissions } from '@/lib/db/schema/users';
 import { createAuditLog } from '@/lib/audit';
 import { errorResponse } from '@/lib/errors';
@@ -40,7 +35,7 @@ export interface AuthContext {
   userAgent: string;
 }
 
-type RouteHandler<T = unknown> = (
+export type RouteHandler<T = unknown> = (
   req: NextRequest,
   ctx: AuthContext,
   params: Record<string, string>,
@@ -133,10 +128,7 @@ export function withAuth(
 
       if (!profile.isSuperAdmin && portId) {
         const portRole = await db.query.userPortRoles.findFirst({
-          where: and(
-            eq(userPortRoles.userId, profile.userId),
-            eq(userPortRoles.portId, portId),
-          ),
+          where: and(eq(userPortRoles.userId, profile.userId), eq(userPortRoles.portId, portId)),
           with: {
             role: true,
             port: true,
@@ -182,8 +174,7 @@ export function withAuth(
           email: session.user.email,
           name: session.user.name,
         },
-        ipAddress:
-          req.headers.get('x-forwarded-for')?.split(',')[0]?.trim() ?? 'unknown',
+        ipAddress: req.headers.get('x-forwarded-for')?.split(',')[0]?.trim() ?? 'unknown',
         userAgent: req.headers.get('user-agent') ?? 'unknown',
       };
 
@@ -213,9 +204,7 @@ export function withPermission(
 ): RouteHandler {
   return async (req, ctx, params) => {
     if (!ctx.isSuperAdmin) {
-      const resourcePerms = ctx.permissions?.[resource] as
-        | Record<string, boolean>
-        | undefined;
+      const resourcePerms = ctx.permissions?.[resource] as Record<string, boolean> | undefined;
 
       if (!resourcePerms || !resourcePerms[action]) {
         logger.warn({ userId: ctx.userId, resource, action }, 'Permission denied');

src/lib/db/migrations/0002_groovy_excalibur.sql

@@ -0,0 +1,67 @@
+CREATE TABLE "yacht_notes" (
+	"id" text PRIMARY KEY NOT NULL,
+	"yacht_id" text NOT NULL,
+	"author_id" text NOT NULL,
+	"content" text NOT NULL,
+	"mentions" text[],
+	"is_locked" boolean DEFAULT false NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "yacht_ownership_history" (
+	"id" text PRIMARY KEY NOT NULL,
+	"yacht_id" text NOT NULL,
+	"owner_type" text NOT NULL,
+	"owner_id" text NOT NULL,
+	"start_date" timestamp with time zone NOT NULL,
+	"end_date" timestamp with time zone,
+	"transfer_reason" text,
+	"transfer_notes" text,
+	"created_by" text NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "yacht_tags" (
+	"yacht_id" text NOT NULL,
+	"tag_id" text NOT NULL,
+	CONSTRAINT "yacht_tags_yacht_id_tag_id_pk" PRIMARY KEY("yacht_id","tag_id")
+);
+--> statement-breakpoint
+CREATE TABLE "yachts" (
+	"id" text PRIMARY KEY NOT NULL,
+	"port_id" text NOT NULL,
+	"name" text NOT NULL,
+	"hull_number" text,
+	"registration" text,
+	"flag" text,
+	"year_built" integer,
+	"builder" text,
+	"model" text,
+	"hull_material" text,
+	"length_ft" numeric,
+	"width_ft" numeric,
+	"draft_ft" numeric,
+	"length_m" numeric,
+	"width_m" numeric,
+	"draft_m" numeric,
+	"current_owner_type" text NOT NULL,
+	"current_owner_id" text NOT NULL,
+	"status" text DEFAULT 'active' NOT NULL,
+	"notes" text,
+	"archived_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "yacht_notes" ADD CONSTRAINT "yacht_notes_yacht_id_yachts_id_fk" FOREIGN KEY ("yacht_id") REFERENCES "public"."yachts"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "yacht_ownership_history" ADD CONSTRAINT "yacht_ownership_history_yacht_id_yachts_id_fk" FOREIGN KEY ("yacht_id") REFERENCES "public"."yachts"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "yacht_tags" ADD CONSTRAINT "yacht_tags_yacht_id_yachts_id_fk" FOREIGN KEY ("yacht_id") REFERENCES "public"."yachts"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "yachts" ADD CONSTRAINT "yachts_port_id_ports_id_fk" FOREIGN KEY ("port_id") REFERENCES "public"."ports"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_yn_yacht" ON "yacht_notes" USING btree ("yacht_id");--> statement-breakpoint
+CREATE INDEX "idx_yoh_yacht" ON "yacht_ownership_history" USING btree ("yacht_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_yoh_active" ON "yacht_ownership_history" USING btree ("yacht_id") WHERE "yacht_ownership_history"."end_date" IS NULL;--> statement-breakpoint
+CREATE INDEX "idx_yachts_port" ON "yachts" USING btree ("port_id");--> statement-breakpoint
+CREATE INDEX "idx_yachts_current_owner" ON "yachts" USING btree ("port_id","current_owner_type","current_owner_id");--> statement-breakpoint
+CREATE INDEX "idx_yachts_name" ON "yachts" USING btree ("port_id","name");--> statement-breakpoint
+CREATE INDEX "idx_yachts_archived" ON "yachts" USING btree ("port_id","archived_at");

src/lib/db/migrations/0003_opposite_lucky_pierre.sql

@@ -0,0 +1,80 @@
+CREATE TABLE "companies" (
+	"id" text PRIMARY KEY NOT NULL,
+	"port_id" text NOT NULL,
+	"name" text NOT NULL,
+	"legal_name" text,
+	"tax_id" text,
+	"registration_number" text,
+	"incorporation_country" text,
+	"incorporation_date" timestamp with time zone,
+	"status" text DEFAULT 'active' NOT NULL,
+	"billing_email" text,
+	"notes" text,
+	"archived_at" timestamp with time zone,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "company_addresses" (
+	"id" text PRIMARY KEY NOT NULL,
+	"company_id" text NOT NULL,
+	"port_id" text NOT NULL,
+	"label" text DEFAULT 'Primary' NOT NULL,
+	"street_address" text,
+	"city" text,
+	"state_province" text,
+	"postal_code" text,
+	"country" text,
+	"is_primary" boolean DEFAULT true NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "company_memberships" (
+	"id" text PRIMARY KEY NOT NULL,
+	"company_id" text NOT NULL,
+	"client_id" text NOT NULL,
+	"role" text NOT NULL,
+	"role_detail" text,
+	"start_date" timestamp with time zone NOT NULL,
+	"end_date" timestamp with time zone,
+	"is_primary" boolean DEFAULT false NOT NULL,
+	"notes" text,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "company_notes" (
+	"id" text PRIMARY KEY NOT NULL,
+	"company_id" text NOT NULL,
+	"author_id" text NOT NULL,
+	"content" text NOT NULL,
+	"mentions" text[],
+	"is_locked" boolean DEFAULT false NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+CREATE TABLE "company_tags" (
+	"company_id" text NOT NULL,
+	"tag_id" text NOT NULL,
+	CONSTRAINT "company_tags_company_id_tag_id_pk" PRIMARY KEY("company_id","tag_id")
+);
+--> statement-breakpoint
+ALTER TABLE "companies" ADD CONSTRAINT "companies_port_id_ports_id_fk" FOREIGN KEY ("port_id") REFERENCES "public"."ports"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_addresses" ADD CONSTRAINT "company_addresses_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_addresses" ADD CONSTRAINT "company_addresses_port_id_ports_id_fk" FOREIGN KEY ("port_id") REFERENCES "public"."ports"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_memberships" ADD CONSTRAINT "company_memberships_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_memberships" ADD CONSTRAINT "company_memberships_client_id_clients_id_fk" FOREIGN KEY ("client_id") REFERENCES "public"."clients"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_notes" ADD CONSTRAINT "company_notes_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "company_tags" ADD CONSTRAINT "company_tags_company_id_companies_id_fk" FOREIGN KEY ("company_id") REFERENCES "public"."companies"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_companies_port" ON "companies" USING btree ("port_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_companies_name_unique" ON "companies" USING btree ("port_id",lower("name"));--> statement-breakpoint
+CREATE INDEX "idx_companies_taxid" ON "companies" USING btree ("port_id","tax_id") WHERE "companies"."tax_id" IS NOT NULL;--> statement-breakpoint
+CREATE INDEX "idx_compa_company" ON "company_addresses" USING btree ("company_id");--> statement-breakpoint
+CREATE INDEX "idx_compa_port" ON "company_addresses" USING btree ("port_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_compa_primary" ON "company_addresses" USING btree ("company_id") WHERE "company_addresses"."is_primary" = true;--> statement-breakpoint
+CREATE INDEX "idx_cm_company" ON "company_memberships" USING btree ("company_id");--> statement-breakpoint
+CREATE INDEX "idx_cm_client" ON "company_memberships" USING btree ("client_id");--> statement-breakpoint
+CREATE INDEX "idx_cm_active" ON "company_memberships" USING btree ("company_id","client_id") WHERE "company_memberships"."end_date" IS NULL;--> statement-breakpoint
+CREATE UNIQUE INDEX "unique_cm_exact" ON "company_memberships" USING btree ("company_id","client_id","role","start_date");--> statement-breakpoint
+CREATE INDEX "idx_compn_company" ON "company_notes" USING btree ("company_id");

src/lib/db/migrations/0004_nasty_warstar.sql

@@ -0,0 +1,29 @@
+CREATE TABLE "berth_reservations" (
+	"id" text PRIMARY KEY NOT NULL,
+	"berth_id" text NOT NULL,
+	"port_id" text NOT NULL,
+	"client_id" text NOT NULL,
+	"yacht_id" text NOT NULL,
+	"interest_id" text,
+	"status" text NOT NULL,
+	"start_date" timestamp with time zone NOT NULL,
+	"end_date" timestamp with time zone,
+	"tenure_type" text DEFAULT 'permanent' NOT NULL,
+	"contract_file_id" text,
+	"notes" text,
+	"created_by" text NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"updated_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_berth_id_berths_id_fk" FOREIGN KEY ("berth_id") REFERENCES "public"."berths"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_port_id_ports_id_fk" FOREIGN KEY ("port_id") REFERENCES "public"."ports"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_client_id_clients_id_fk" FOREIGN KEY ("client_id") REFERENCES "public"."clients"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_yacht_id_yachts_id_fk" FOREIGN KEY ("yacht_id") REFERENCES "public"."yachts"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_interest_id_interests_id_fk" FOREIGN KEY ("interest_id") REFERENCES "public"."interests"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "berth_reservations" ADD CONSTRAINT "berth_reservations_contract_file_id_files_id_fk" FOREIGN KEY ("contract_file_id") REFERENCES "public"."files"("id") ON DELETE no action ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_br_berth" ON "berth_reservations" USING btree ("berth_id");--> statement-breakpoint
+CREATE INDEX "idx_br_client" ON "berth_reservations" USING btree ("client_id");--> statement-breakpoint
+CREATE INDEX "idx_br_yacht" ON "berth_reservations" USING btree ("yacht_id");--> statement-breakpoint
+CREATE INDEX "idx_br_port" ON "berth_reservations" USING btree ("port_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_br_active" ON "berth_reservations" USING btree ("berth_id") WHERE "berth_reservations"."status" = 'active';

src/lib/db/migrations/0005_stale_kronos.sql

@@ -0,0 +1,3 @@
+ALTER TABLE "berth_waiting_list" ADD COLUMN "yacht_id" text;--> statement-breakpoint
+ALTER TABLE "interests" ADD COLUMN "yacht_id" text;--> statement-breakpoint
+CREATE INDEX "idx_interests_yacht" ON "interests" USING btree ("yacht_id");

src/lib/db/migrations/0006_great_pixie.sql

@@ -0,0 +1,3 @@
+ALTER TABLE "invoices" ADD COLUMN "billing_entity_type" text DEFAULT 'client' NOT NULL;--> statement-breakpoint
+ALTER TABLE "invoices" ADD COLUMN "billing_entity_id" text DEFAULT '' NOT NULL;--> statement-breakpoint
+CREATE INDEX "idx_invoices_billing_entity" ON "invoices" USING btree ("port_id","billing_entity_type","billing_entity_id");

src/lib/db/migrations/0007_brainy_felicia_hardy.sql

@@ -0,0 +1,8 @@
+ALTER TABLE "documents" ADD COLUMN "yacht_id" text;--> statement-breakpoint
+ALTER TABLE "documents" ADD COLUMN "company_id" text;--> statement-breakpoint
+ALTER TABLE "files" ADD COLUMN "yacht_id" text;--> statement-breakpoint
+ALTER TABLE "files" ADD COLUMN "company_id" text;--> statement-breakpoint
+CREATE INDEX "idx_documents_yacht" ON "documents" USING btree ("yacht_id");--> statement-breakpoint
+CREATE INDEX "idx_documents_company" ON "documents" USING btree ("company_id");--> statement-breakpoint
+CREATE INDEX "idx_files_yacht" ON "files" USING btree ("yacht_id");--> statement-breakpoint
+CREATE INDEX "idx_files_company" ON "files" USING btree ("company_id");

src/lib/db/migrations/0008_loud_ikaris.sql

@@ -0,0 +1,13 @@
+ALTER TABLE "clients" DROP COLUMN "company_name";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "is_proxy";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "proxy_type";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "actual_owner_name";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "relationship_notes";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_name";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_length_ft";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_width_ft";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_draft_ft";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_length_m";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_width_m";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "yacht_draft_m";--> statement-breakpoint
+ALTER TABLE "clients" DROP COLUMN "berth_size_desired";

src/lib/db/migrations/meta/_journal.json

@@ -15,6 +15,55 @@
       "when": 1776185487775,
       "tag": "0001_soft_ender_wiggin",
       "breakpoints": true
+    },
+    {
+      "idx": 2,
+      "version": "7",
+      "when": 1776958500747,
+      "tag": "0002_groovy_excalibur",
+      "breakpoints": true
+    },
+    {
+      "idx": 3,
+      "version": "7",
+      "when": 1776959610819,
+      "tag": "0003_opposite_lucky_pierre",
+      "breakpoints": true
+    },
+    {
+      "idx": 4,
+      "version": "7",
+      "when": 1776959707066,
+      "tag": "0004_nasty_warstar",
+      "breakpoints": true
+    },
+    {
+      "idx": 5,
+      "version": "7",
+      "when": 1776959832091,
+      "tag": "0005_stale_kronos",
+      "breakpoints": true
+    },
+    {
+      "idx": 6,
+      "version": "7",
+      "when": 1776959911400,
+      "tag": "0006_great_pixie",
+      "breakpoints": true
+    },
+    {
+      "idx": 7,
+      "version": "7",
+      "when": 1776959993173,
+      "tag": "0007_brainy_felicia_hardy",
+      "breakpoints": true
+    },
+    {
+      "idx": 8,
+      "version": "7",
+      "when": 1777204563579,
+      "tag": "0008_loud_ikaris",
+      "breakpoints": true
     }
   ]
 }

src/lib/db/schema/berths.ts

@@ -17,7 +17,9 @@ import { clients } from './clients';
 export const berths = pgTable(
   'berths',
   {
-    id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
     portId: text('port_id')
       .notNull()
       .references(() => ports.id),
@@ -70,7 +72,9 @@ export const berths = pgTable(
 export const berthMapData = pgTable(
   'berth_map_data',
   {
-    id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
     berthId: text('berth_id')
       .notNull()
       .unique()
@@ -89,7 +93,9 @@ export const berthMapData = pgTable(
 export const berthRecommendations = pgTable(
   'berth_recommendations',
   {
-    id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
     interestId: text('interest_id').notNull(), // references interests.id
     berthId: text('berth_id')
       .notNull()
@@ -109,13 +115,16 @@ export const berthRecommendations = pgTable(
 export const berthWaitingList = pgTable(
   'berth_waiting_list',
   {
-    id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
     berthId: text('berth_id')
       .notNull()
       .references(() => berths.id, { onDelete: 'cascade' }),
     clientId: text('client_id')
       .notNull()
       .references(() => clients.id, { onDelete: 'cascade' }),
+    yachtId: text('yacht_id'), // FK added via relation; nullable (waiting for this yacht)
     position: integer('position').notNull(),
     priority: text('priority').notNull().default('normal'), // normal, high
     notifyPref: text('notify_pref').default('email'), // email, in_app, both
@@ -131,7 +140,9 @@ export const berthWaitingList = pgTable(
 export const berthMaintenanceLog = pgTable(
   'berth_maintenance_log',
   {
-    id: text('id').primaryKey().$defaultFn(() => crypto.randomUUID()),
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
     berthId: text('berth_id')
       .notNull()
       .references(() => berths.id, { onDelete: 'cascade' }),
@@ -149,10 +160,7 @@ export const berthMaintenanceLog = pgTable(
     createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
   },
-  (table) => [
-    index('idx_bml_berth').on(table.berthId),
-    index('idx_bml_port').on(table.portId),
-  ],
+  (table) => [index('idx_bml_berth').on(table.berthId), index('idx_bml_port').on(table.portId)],
 );
 
 export const berthTags = pgTable(