fix(migration): legacy bare-mooring lookup + port-nimara berth backfill

Two issues surfaced when applying the migration to dev:

1. Mooring number format mismatch
   The legacy NocoDB Interests table writes bare mooring strings
   ("D32", "B16", "A4"), but the new berths table (mirroring the
   NocoDB Berths snapshot) uses zero-padded dashed form ("D-32",
   "B-16", "A-04"). The interest→berth lookup missed every reference.

   migration-apply.ts now tries the literal value first, then falls
   back to a normalized form via `normalizeLegacyMooring(raw)`:
     "D32" -> "D-32"
     "A4"  -> "A-04"
     "E18" -> "E-18"
   Multi-mooring strings ("A3, D30") are left as-is so they surface in
   the warnings list for human review rather than silently picking one.

2. port-nimara only had the 12 hand-rolled seed berths, not the 117-
   berth NocoDB snapshot
   The mobile-foundation seed only places those 12 in port-nimara; the
   117-berth snapshot was added later but only seeded into Marina
   Azzurra (the secondary test port). Migrated interests reference
   moorings well beyond A-01..D-03, so most lookups failed.

   New scripts/load-berths-to-port-nimara.ts: idempotently loads any
   missing snapshot berths into port-nimara without disturbing the
   existing 12 (skips moorings that already exist). Run once;
   subsequent runs no-op.

Result of full migration run on dev:
  237 clients inserted (out of 245 total — 8 from prior seed)
  406 contacts, 52 addresses, 38 yachts, 252 interests
  27 interest→berth links resolved (only 13 source rows had a Berth
  field set in NocoDB to begin with — most legacy interests are early
  inquiries with no berth assignment)
  1 unresolved warning: source=277 has multi-mooring "A3, D30"

Verified in UI:
  /port-nimara/clients shows real names (John-michael Seelye, Reza
  Amjad, Etiennette Clamouze, …)
  /port-nimara/clients/<id> renders contacts (gmail.com addresses,
  E.164 phones), tab counts (Interests N, Yachts N), pipeline summary
  Dashboard: 245 clients, 266 active interests, $46.5M pipeline value
  Pipeline funnel chart now shows real distribution (180 Open, 45
  EOI Signed, dropoff through stages)

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

.claude/scheduled_tasks.lock

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

.gitignore

@@ -28,9 +28,22 @@ docker-compose.override.yml
 
 # Ad-hoc screenshots / scratch artifacts at repo root
 /*.png
+/*.jpg
 
 # Legacy Nuxt portal — kept on disk for reference, not tracked here
 /client-portal/
 
+# Sister marketing site — separate Nuxt project, not part of CRM tracking
+/website/
+
 # Mobile audit screenshots — generated locally, regenerable
 /.audit/
+/.audit-screenshots/
+
+# Migration script output (CSV reports, transcripts)
+.migration/
+
+# Tool caches / runtime state
+/.claude/
+/.serena/
+/ruvector.db

docs/operations/outbound-comms-safety.md

@@ -0,0 +1,123 @@
+# Outbound communications safety net
+
+**Last reviewed:** 2026-05-03
+**Owner:** matt@portnimara.com
+
+This doc enumerates every channel through which the CRM can produce
+outbound communication (email, document signing, webhooks) and describes
+how each channel respects the `EMAIL_REDIRECT_TO` env var. The goal: a
+single environment flip pauses **all** outbound traffic, so a production
+data import, dedup migration dry-run, or staging environment can run
+against real data without anyone getting paged or spammed.
+
+> **Single env switch:** when `EMAIL_REDIRECT_TO` is set to an address,
+> all outbound communication is rerouted there or short-circuited. Unset
+> it in production.
+
+---
+
+## Channels
+
+### 1. Direct email (`sendEmail`)
+
+**Path:** `src/lib/email/index.ts` → `sendEmail()` → nodemailer SMTP transport.
+
+**Safety:** YES — covered.
+
+When `EMAIL_REDIRECT_TO` is set, `sendEmail()` rewrites the `to` header
+to the redirect address and prefixes the subject with
+`[redirected from <orig>]`. The original recipient is logged.
+
+**Call sites** (all flow through `sendEmail`, so all are covered):
+
+- `src/lib/services/portal-auth.service.ts` — portal activation + reset
+- `src/lib/services/crm-invite.service.ts` — CRM user invitations
+- `src/lib/services/document-templates.ts` — template-generated PDFs sent
+  as attachments (the PDF body is generated locally; the email itself
+  goes through SMTP)
+- `src/lib/services/email-compose.service.ts` — ad-hoc emails composed
+  in the in-app UI
+- `src/lib/services/gdpr-export.service.ts` — GDPR export delivery
+
+### 2. Documenso e-signature recipients
+
+**Path:** `src/lib/services/documenso-client.ts` → `createDocument()` /
+`generateDocumentFromTemplate()` → Documenso REST API.
+
+**Safety:** YES — covered as of 2026-05-03.
+
+Documenso's own server sends the signing-request email on our behalf.
+We can't intercept that at the SMTP layer because it's external. The
+fix is at the REST-call boundary: when `EMAIL_REDIRECT_TO` is set,
+`createDocument` rewrites every recipient's email to the redirect
+address and prefixes the recipient name with `(was: <orig email>)` so
+the doc is still traceable to its intended recipient.
+`generateDocumentFromTemplate` does the same for both shapes the
+template-generate endpoint accepts (v1.13 `formValues.*Email` keys and
+v2.x `recipients` array).
+
+The redirect happens **before** the API call, so even if Documenso has
+its own retry logic the original email never leaves our process.
+
+### 3. Webhooks (outbound to user-configured URLs)
+
+**Path:** `src/lib/queue/workers/webhooks.ts` → BullMQ job → `fetch(webhook.url, ...)`.
+
+**Safety:** YES — covered as of 2026-05-03.
+
+When `EMAIL_REDIRECT_TO` is set, the webhook worker short-circuits
+before the HTTP call. The delivery row is marked `dead_letter` with a
+human-readable reason so it's still visible in the deliveries listing.
+The SSRF guard remains in place independently.
+
+### 4. WhatsApp / phone deep-links
+
+**Path:** `<a href="https://wa.me/...">` and `<a href="tel:...">` in
+client / interest detail headers.
+
+**Safety:** N/A — user-initiated only.
+
+These are deep links the user explicitly clicks. No automated dispatch.
+A deep link click opens the user's WhatsApp / phone app, which is the
+intended interaction. No safety net needed.
+
+### 5. SMS
+
+Not implemented. The `interests.preferredContactMethod` enum includes
+`'sms'` as a value but no sending path exists. If/when SMS is added (e.g.
+via Twilio), the new send function should respect `EMAIL_REDIRECT_TO`
+the same way `sendEmail` does — log the original number, drop the
+message, or reroute to a configurable `SMS_REDIRECT_TO` env.
+
+---
+
+## Verification checklist before importing real data
+
+- [ ] `.env` has `EMAIL_REDIRECT_TO=<my-address>` set.
+- [ ] Restart dev server (or worker) so the new env is picked up — env
+      vars are read at import time in some paths.
+- [ ] Send a test email via `pnpm tsx scripts/dev-trigger-portal-invite.ts`
+      or similar. Confirm subject is prefixed with `[redirected from ...]`.
+- [ ] Trigger an EOI send through the UI (any client). Confirm Documenso
+      shows the redirect address as recipient (not the real client email).
+- [ ] If any webhooks are configured, trigger an event that fires one and
+      confirm the delivery is recorded as `dead_letter` with the
+      "EMAIL_REDIRECT_TO is set" reason.
+- [ ] Run the NocoDB migration `--dry-run` to count clients/interests; the
+      `--apply` step is what creates real records but emails/webhooks are
+      still gated by the redirect env.
+
+## Production cutover
+
+When ready to go live:
+
+1. Run a final dry-run of the data migration with `EMAIL_REDIRECT_TO` set
+   to a sandbox address.
+2. Verify the snapshot looks right (counts, client coverage).
+3. Unset `EMAIL_REDIRECT_TO` in the production env.
+4. Restart the app + worker.
+5. Run the migration with `--apply`. From this point forward, real
+   recipients will receive real comms.
+
+If you ever need to re-pause outbound (e.g. handling a security incident,
+re-importing on top of existing data), set `EMAIL_REDIRECT_TO` again.

docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md

@@ -0,0 +1,564 @@
+# 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.

scripts/backfill-phone-e164.ts

@@ -0,0 +1,144 @@
+/**
+ * Backfill `client_contacts.value_e164` from `value` for phone / whatsapp
+ * contacts where it's null or empty.
+ *
+ * The legacy seed (and pre-normalization production data) stored phone
+ * numbers in `value` as free text — "+33 4 93 00 0002" — but `value_e164`
+ * is what every UI surface and dedup matcher reads. This script runs the
+ * raw `value` through libphonenumber-js (via the script-safe wrapper to
+ * avoid the Node 25 metadata-loader bug) and writes the canonical E.164
+ * form back.
+ *
+ * Usage:
+ *   pnpm tsx scripts/backfill-phone-e164.ts            # dry-run report
+ *   pnpm tsx scripts/backfill-phone-e164.ts --apply    # actually write
+ *
+ * The dry-run report prints, for each unparseable row, the contact id +
+ * raw value so you can hand-clean before re-running.
+ */
+import 'dotenv/config';
+import { and, eq, inArray, isNull, or, sql } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { clientContacts } from '@/lib/db/schema/clients';
+import { parsePhoneScriptSafe } from '@/lib/dedup/phone-parse';
+import type { CountryCode } from '@/lib/i18n/countries';
+
+const APPLY = process.argv.includes('--apply');
+
+interface PhoneRow {
+  id: string;
+  channel: string;
+  value: string | null;
+  valueCountry: string | null;
+}
+
+async function main() {
+  console.log(`Phone E.164 backfill — ${APPLY ? 'APPLY MODE' : 'dry-run'}`);
+  console.log('');
+
+  // Find candidate rows: phone or whatsapp contacts with a `value` set but
+  // `value_e164` null/empty.
+  const rows: PhoneRow[] = await db
+    .select({
+      id: clientContacts.id,
+      channel: clientContacts.channel,
+      value: clientContacts.value,
+      valueCountry: clientContacts.valueCountry,
+    })
+    .from(clientContacts)
+    .where(
+      and(
+        inArray(clientContacts.channel, ['phone', 'whatsapp']),
+        or(isNull(clientContacts.valueE164), eq(clientContacts.valueE164, '')),
+        sql`${clientContacts.value} IS NOT NULL AND ${clientContacts.value} <> ''`,
+      ),
+    );
+
+  console.log(`  found ${rows.length} candidate rows`);
+
+  let parsedFull = 0;
+  let parsedE164Only = 0;
+  let unparseable = 0;
+  const updates: Array<{
+    id: string;
+    valueE164: string;
+    valueCountry: CountryCode | null;
+  }> = [];
+  const fails: Array<{ id: string; value: string; reason: string }> = [];
+
+  for (const row of rows) {
+    if (!row.value) continue;
+    const defaultCountry = (row.valueCountry as CountryCode | null) ?? undefined;
+    const parsed1 = parsePhoneScriptSafe(row.value, defaultCountry);
+
+    if (parsed1.e164 && parsed1.country) {
+      // Both e164 + country resolved — best case.
+      updates.push({ id: row.id, valueE164: parsed1.e164, valueCountry: parsed1.country });
+      parsedFull++;
+    } else if (parsed1.e164) {
+      // E.164 came back but country didn't (e.g. UK +44 7700 900xxx
+      // fictional/reserved range — libphonenumber returns the e164 form
+      // but refuses to assign a country). Still safe to write — the e164
+      // is canonical. Country stays null.
+      updates.push({
+        id: row.id,
+        valueE164: parsed1.e164,
+        valueCountry: (row.valueCountry as CountryCode | null) ?? null,
+      });
+      parsedE164Only++;
+    } else {
+      fails.push({
+        id: row.id,
+        value: row.value,
+        reason: row.value.trim().startsWith('+')
+          ? 'has + prefix but parse failed'
+          : 'no leading + and no country hint',
+      });
+      unparseable++;
+    }
+  }
+
+  console.log('');
+  console.log('  ✓ parsed cleanly (e164 + country)', parsedFull);
+  console.log('  ✓ parsed e164 only (no country) ', parsedE164Only);
+  console.log('  ✗ unparseable                   ', unparseable);
+  console.log('');
+
+  if (fails.length > 0) {
+    console.log('Failures (first 10):');
+    for (const f of fails.slice(0, 10)) {
+      console.log(`  [${f.id}] "${f.value}" — ${f.reason}`);
+    }
+    console.log('');
+  }
+
+  if (!APPLY) {
+    console.log('Dry-run only. Re-run with --apply to write the updates.');
+    return;
+  }
+
+  if (updates.length === 0) {
+    console.log('No updates to write.');
+    return;
+  }
+
+  console.log(`Writing ${updates.length} updates...`);
+
+  for (const u of updates) {
+    await db
+      .update(clientContacts)
+      .set({
+        valueE164: u.valueE164,
+        valueCountry: u.valueCountry,
+      })
+      .where(eq(clientContacts.id, u.id));
+  }
+
+  console.log(`  ✓ wrote ${updates.length} rows`);
+}
+
+main().catch((err) => {
+  console.error(err);
+  process.exit(1);
+});

scripts/load-berths-to-port-nimara.ts

@@ -0,0 +1,126 @@
+/**
+ * One-shot: load the 117-berth NocoDB snapshot into the port-nimara
+ * port, skipping any moorings that already exist.
+ *
+ * The original seed only seeded 12 hand-rolled berths into port-nimara
+ * (A-01..D-03), but the migration's interest rows reference moorings
+ * across A-01..E-18. This loads the full set so interest→berth links
+ * resolve cleanly on the next migration run.
+ */
+import 'dotenv/config';
+import { eq, and, sql, inArray } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+import { berths } from '@/lib/db/schema/berths';
+import berthSnapshot from '@/lib/db/seed-data/berths.json';
+
+interface SnapshotBerth {
+  mooringNumber: string;
+  area: string;
+  status: 'available' | 'under_offer' | 'sold';
+  lengthFt: number | null;
+  widthFt: number | null;
+  draftFt: number | null;
+  lengthM: number | null;
+  widthM: number | null;
+  draftM: number | null;
+  widthIsMinimum: boolean;
+  nominalBoatSize: number | null;
+  nominalBoatSizeM: number | null;
+  waterDepth: number | null;
+  waterDepthM: number | null;
+  waterDepthIsMinimum: boolean;
+  sidePontoon: string | null;
+  powerCapacity: number | null;
+  voltage: number | null;
+  mooringType: string | null;
+  cleatType: string | null;
+  cleatCapacity: string | null;
+  bollardType: string | null;
+  bollardCapacity: string | null;
+  access: string | null;
+  price: number | null;
+  bowFacing: string | null;
+  berthApproved: boolean;
+  statusOverrideMode: string | null;
+}
+
+async function main() {
+  const [port] = await db
+    .select({ id: ports.id })
+    .from(ports)
+    .where(eq(ports.slug, 'port-nimara'))
+    .limit(1);
+  if (!port) throw new Error('port-nimara not found');
+
+  const snapshot = berthSnapshot as unknown as SnapshotBerth[];
+
+  // Existing moorings — skip these.
+  const existingRows = await db
+    .select({ mooringNumber: berths.mooringNumber })
+    .from(berths)
+    .where(eq(berths.portId, port.id));
+  const existingMoorings = new Set(existingRows.map((r) => r.mooringNumber));
+
+  const toInsert = snapshot.filter((b) => !existingMoorings.has(b.mooringNumber));
+  console.log(
+    `Snapshot: ${snapshot.length} berths, existing in port-nimara: ${existingRows.length}, to insert: ${toInsert.length}`,
+  );
+
+  if (toInsert.length === 0) {
+    console.log('Nothing to do.');
+    return;
+  }
+
+  const inserted = await db
+    .insert(berths)
+    .values(
+      toInsert.map((b) => ({
+        portId: port.id,
+        mooringNumber: b.mooringNumber,
+        area: b.area,
+        status: b.status,
+        lengthFt: b.lengthFt != null ? String(b.lengthFt) : null,
+        widthFt: b.widthFt != null ? String(b.widthFt) : null,
+        draftFt: b.draftFt != null ? String(b.draftFt) : null,
+        lengthM: b.lengthM != null ? String(b.lengthM) : null,
+        widthM: b.widthM != null ? String(b.widthM) : null,
+        draftM: b.draftM != null ? String(b.draftM) : null,
+        widthIsMinimum: b.widthIsMinimum,
+        nominalBoatSize: b.nominalBoatSize != null ? String(b.nominalBoatSize) : null,
+        nominalBoatSizeM: b.nominalBoatSizeM != null ? String(b.nominalBoatSizeM) : null,
+        waterDepth: b.waterDepth != null ? String(b.waterDepth) : null,
+        waterDepthM: b.waterDepthM != null ? String(b.waterDepthM) : null,
+        waterDepthIsMinimum: b.waterDepthIsMinimum,
+        sidePontoon: b.sidePontoon,
+        powerCapacity: b.powerCapacity != null ? String(b.powerCapacity) : null,
+        voltage: b.voltage != null ? String(b.voltage) : null,
+        mooringType: b.mooringType,
+        cleatType: b.cleatType,
+        cleatCapacity: b.cleatCapacity,
+        bollardType: b.bollardType,
+        bollardCapacity: b.bollardCapacity,
+        access: b.access,
+        price: b.price != null ? String(b.price) : null,
+        priceCurrency: 'USD',
+        bowFacing: b.bowFacing,
+        berthApproved: b.berthApproved,
+        statusOverrideMode: b.statusOverrideMode,
+        tenureType: 'permanent' as const,
+      })),
+    )
+    .returning({ id: berths.id, mooringNumber: berths.mooringNumber });
+
+  console.log(`Inserted ${inserted.length} berths.`);
+
+  // Suppress unused-import warning if eslint is strict.
+  void and;
+  void sql;
+  void inArray;
+}
+
+main().catch((e) => {
+  console.error(e);
+  process.exit(1);
+});

scripts/migrate-from-nocodb.ts

@@ -0,0 +1,237 @@
+/**
+ * One-shot migration: legacy NocoDB Interests → new client/interest split.
+ *
+ * Usage:
+ *
+ *   pnpm tsx scripts/migrate-from-nocodb.ts --dry-run
+ *     Pulls the live NocoDB base, runs the transform + dedup pipeline,
+ *     writes a report to .migration/<timestamp>/. NO database writes.
+ *
+ *   pnpm tsx scripts/migrate-from-nocodb.ts --dry-run --port-slug port-nimara
+ *     Same, but tags the planned writes with the named port (matters for
+ *     the apply phase — every client/interest belongs to one port).
+ *
+ *   pnpm tsx scripts/migrate-from-nocodb.ts --apply --port-slug port-nimara
+ *     Re-fetches NocoDB, re-transforms, then writes the planned rows
+ *     into the target port via the idempotent `migration_source_links`
+ *     ledger. Re-runs are safe — already-imported source IDs are skipped.
+ *     REQUIRES `EMAIL_REDIRECT_TO` to be set in env (safety net) unless
+ *     `--unsafe-skip-redirect-check` is also passed.
+ *
+ * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9.
+ */
+
+import 'dotenv/config';
+import { randomUUID } from 'node:crypto';
+import path from 'node:path';
+import { fileURLToPath } from 'node:url';
+
+import { eq } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { ports } from '@/lib/db/schema/ports';
+import { applyPlan } from '@/lib/dedup/migration-apply';
+import { fetchSnapshot, loadNocoDbConfig } from '@/lib/dedup/nocodb-source';
+import { transformSnapshot } from '@/lib/dedup/migration-transform';
+import { resolveReportPaths, writeReport } from '@/lib/dedup/migration-report';
+
+interface CliArgs {
+  dryRun: boolean;
+  apply: boolean;
+  portSlug: string | null;
+  reportDir: string | null;
+  unsafeSkipRedirectCheck: boolean;
+}
+
+function parseArgs(argv: string[]): CliArgs {
+  const args: CliArgs = {
+    dryRun: false,
+    apply: false,
+    portSlug: null,
+    reportDir: null,
+    unsafeSkipRedirectCheck: false,
+  };
+  for (let i = 0; i < argv.length; i += 1) {
+    const a = argv[i]!;
+    if (a === '--dry-run') args.dryRun = true;
+    else if (a === '--apply') args.apply = true;
+    else if (a === '--port-slug') args.portSlug = argv[++i] ?? null;
+    else if (a === '--report') args.reportDir = argv[++i] ?? null;
+    else if (a === '--unsafe-skip-redirect-check') args.unsafeSkipRedirectCheck = true;
+    else if (a === '-h' || a === '--help') {
+      printHelp();
+      process.exit(0);
+    } else {
+      console.error(`Unknown argument: ${a}`);
+      printHelp();
+      process.exit(1);
+    }
+  }
+  return args;
+}
+
+function printHelp(): void {
+  console.log(`Usage:
+  pnpm tsx scripts/migrate-from-nocodb.ts --dry-run [--port-slug <slug>]
+    Pulls NocoDB → transforms → writes report to .migration/<timestamp>/.
+    No database writes.
+
+  pnpm tsx scripts/migrate-from-nocodb.ts --apply --port-slug <slug>
+    Re-fetches NocoDB, re-transforms, writes via migration_source_links
+    ledger. Idempotent — safe to re-run. Requires EMAIL_REDIRECT_TO set
+    (unless --unsafe-skip-redirect-check is also passed).
+
+Flags:
+  --dry-run                       Read NocoDB, write report only.
+  --apply                         Actually write rows to the DB.
+  --port-slug <slug>              Port slug to attach to all imported
+                                  entities. Defaults to the first
+                                  available port if omitted.
+  --report <dir>                  Path to a previously-generated report
+                                  dir (only used by --apply).
+  --unsafe-skip-redirect-check    Skip the EMAIL_REDIRECT_TO precondition
+                                  check. Only use in production cutover.
+  -h, --help                      Show this help.
+`);
+}
+
+/**
+ * Resolve the target port: use the slug if provided, otherwise the first
+ * port found. Errors out cleanly if the slug doesn't match any port.
+ */
+async function resolvePort(slug: string | null): Promise<{ id: string; slug: string }> {
+  if (slug) {
+    const [p] = await db
+      .select({ id: ports.id, slug: ports.slug })
+      .from(ports)
+      .where(eq(ports.slug, slug))
+      .limit(1);
+    if (!p) {
+      console.error(`No port found with slug "${slug}".`);
+      process.exit(1);
+    }
+    return { id: p.id, slug: p.slug };
+  }
+  const [first] = await db.select({ id: ports.id, slug: ports.slug }).from(ports).limit(1);
+  if (!first) {
+    console.error('No ports exist in the target DB. Seed at least one port before applying.');
+    process.exit(1);
+  }
+  return { id: first.id, slug: first.slug };
+}
+
+async function main(): Promise<void> {
+  const args = parseArgs(process.argv.slice(2));
+
+  if (!args.dryRun && !args.apply) {
+    console.error('Must specify --dry-run or --apply');
+    printHelp();
+    process.exit(1);
+  }
+
+  // Safety gate: --apply must run with EMAIL_REDIRECT_TO set, unless the
+  // operator explicitly opts out (production cutover).
+  if (args.apply && !process.env.EMAIL_REDIRECT_TO && !args.unsafeSkipRedirectCheck) {
+    console.error(
+      '--apply requires EMAIL_REDIRECT_TO to be set in the environment as a safety net.',
+    );
+    console.error('See docs/operations/outbound-comms-safety.md for the rationale.');
+    console.error(
+      'If you are running the production cutover and have read that doc, add ' +
+        '--unsafe-skip-redirect-check to override.',
+    );
+    process.exit(2);
+  }
+
+  // ── Fetch + transform (shared by dry-run and apply) ──────────────────────
+
+  console.log('[migrate] Loading NocoDB config…');
+  const config = loadNocoDbConfig();
+  console.log(`[migrate] Source: ${config.url}`);
+
+  console.log('[migrate] Fetching snapshot from NocoDB…');
+  const start = Date.now();
+  const snapshot = await fetchSnapshot(config);
+  const elapsed = ((Date.now() - start) / 1000).toFixed(1);
+  console.log(
+    `[migrate] Snapshot fetched in ${elapsed}s — ${snapshot.interests.length} interests, ${snapshot.residentialInterests.length} residential, ${snapshot.berths.length} berths.`,
+  );
+
+  console.log('[migrate] Running transform + dedup pipeline…');
+  const plan = transformSnapshot(snapshot);
+
+  // Resolve output paths relative to the worktree root.
+  const scriptDir = path.dirname(fileURLToPath(import.meta.url));
+  const repoRoot = path.resolve(scriptDir, '..');
+  const generatedAt = new Date().toISOString();
+  const paths = resolveReportPaths(repoRoot);
+
+  console.log(`[migrate] Writing report to ${paths.rootDir}…`);
+  await writeReport(paths, plan, generatedAt);
+
+  // ── Plan summary ─────────────────────────────────────────────────────────
+  const s = plan.stats;
+  console.log('');
+  console.log('=== Migration Plan Summary ===');
+  console.log(
+    `  Input:     ${s.inputInterestRows} interests, ${s.inputResidentialRows} residential interests`,
+  );
+  console.log(`  Output:    ${s.outputClients} clients, ${s.outputInterests} interests`);
+  console.log(`             ${s.outputContacts} contacts, ${s.outputAddresses} addresses`);
+  console.log(
+    `  Dedup:     ${s.autoLinkedClusters} auto-linked clusters, ${s.needsReviewPairs} pairs flagged for review`,
+  );
+  console.log(`  Quality:   ${s.flaggedRows} rows flagged (see report.csv)`);
+  console.log('');
+  console.log(`  Full report: ${paths.summaryPath}`);
+
+  if (args.dryRun) {
+    console.log('');
+    console.log('Dry-run complete. Re-run with --apply to write rows.');
+    return;
+  }
+
+  // ── Apply path ───────────────────────────────────────────────────────────
+
+  const port = await resolvePort(args.portSlug);
+  const applyId = randomUUID();
+
+  console.log('');
+  console.log(`[migrate] Applying to port "${port.slug}" (id=${port.id})`);
+  console.log(`[migrate] Apply id: ${applyId}`);
+  console.log('[migrate] Inserting…');
+
+  const applyStart = Date.now();
+  const result = await applyPlan(plan, { port, applyId });
+  const applyElapsed = ((Date.now() - applyStart) / 1000).toFixed(1);
+
+  console.log('');
+  console.log('=== Apply Result ===');
+  console.log(`  Time:      ${applyElapsed}s`);
+  console.log(
+    `  Clients:   ${result.clientsInserted} inserted, ${result.clientsSkipped} already linked`,
+  );
+  console.log(`  Contacts:  ${result.contactsInserted} inserted`);
+  console.log(`  Addresses: ${result.addressesInserted} inserted`);
+  console.log(`  Yachts:    ${result.yachtsInserted} inserted`);
+  console.log(
+    `  Interests: ${result.interestsInserted} inserted, ${result.interestsSkipped} already linked`,
+  );
+
+  if (result.warnings.length > 0) {
+    console.log('');
+    console.log('Warnings:');
+    for (const w of result.warnings.slice(0, 20)) {
+      console.log(`  - ${w}`);
+    }
+    if (result.warnings.length > 20) {
+      console.log(`  … ${result.warnings.length - 20} more`);
+    }
+  }
+  console.log('');
+}
+
+main().catch((err) => {
+  console.error('[migrate] Fatal error:', err);
+  process.exit(1);
+});

scripts/smoke-test-redirect.ts

@@ -0,0 +1,108 @@
+/**
+ * Live smoke test for EMAIL_REDIRECT_TO.
+ *
+ * Actually calls `sendEmail()` (the centralized helper used by every
+ * outbound email path in the app) with a fake real-client address. The
+ * SMTP transporter is monkey-patched to capture the message instead of
+ * actually delivering it, so this is safe to run anywhere.
+ *
+ * Prints the captured `to` + `subject` so the operator can see with their
+ * own eyes that the redirect happened. Exits non-zero if the redirect
+ * failed for any reason.
+ *
+ * Usage:
+ *   pnpm tsx scripts/smoke-test-redirect.ts
+ */
+import 'dotenv/config';
+
+async function main() {
+  const expectedRedirect = process.env.EMAIL_REDIRECT_TO;
+  if (!expectedRedirect) {
+    console.error('FAIL: EMAIL_REDIRECT_TO is not set in env. Set it before running this test.');
+    process.exit(1);
+  }
+
+  console.log(`[smoke] EMAIL_REDIRECT_TO = ${expectedRedirect}`);
+  console.log('');
+
+  // Monkey-patch nodemailer's createTransport so we capture the call
+  // without actually delivering. This is the same pattern the unit
+  // tests use, but at the live import-time level so we're testing the
+  // exact code path that runs in production.
+  const nodemailer = await import('nodemailer');
+  const captured: Array<{ to: unknown; subject: unknown; from: unknown }> = [];
+  const originalCreateTransport = nodemailer.default.createTransport;
+  // @ts-expect-error monkey-patch
+  nodemailer.default.createTransport = () => ({
+    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+    sendMail: async (msg: any) => {
+      captured.push({ to: msg.to, subject: msg.subject, from: msg.from });
+      return { messageId: '<smoke@test>', accepted: [msg.to], rejected: [] };
+    },
+  });
+
+  // Now import sendEmail (gets the patched transporter).
+  const { sendEmail } = await import('@/lib/email');
+
+  const realClientEmail = 'real-client-DO-NOT-EMAIL@example.test';
+  const realSubject = 'Important: Your contract is ready';
+
+  console.log('[smoke] calling sendEmail(...) with:');
+  console.log(`         to:      ${realClientEmail}`);
+  console.log(`         subject: "${realSubject}"`);
+  console.log('');
+
+  await sendEmail(realClientEmail, realSubject, '<p>Body unused for this smoke.</p>');
+
+  // Restore the original transport (be a good citizen).
+  // @ts-expect-error monkey-patch
+  nodemailer.default.createTransport = originalCreateTransport;
+
+  console.log('[smoke] captured outbound message:');
+  console.log(`         to:      ${captured[0]?.to}`);
+  console.log(`         subject: "${captured[0]?.subject}"`);
+  console.log(`         from:    ${captured[0]?.from}`);
+  console.log('');
+
+  // Assertions
+  let pass = true;
+
+  if (captured.length !== 1) {
+    console.error(`FAIL: expected exactly 1 sendMail call, got ${captured.length}`);
+    pass = false;
+  }
+
+  if (captured[0]?.to !== expectedRedirect) {
+    console.error(
+      `FAIL: outbound "to" was "${captured[0]?.to}", expected the redirect address "${expectedRedirect}"`,
+    );
+    pass = false;
+  }
+
+  if (
+    typeof captured[0]?.subject !== 'string' ||
+    !captured[0].subject.startsWith(`[redirected from ${realClientEmail}]`)
+  ) {
+    console.error(
+      `FAIL: subject did not get the [redirected from <orig>] prefix. Got: "${captured[0]?.subject}"`,
+    );
+    pass = false;
+  }
+
+  if (pass) {
+    console.log('PASS: EMAIL_REDIRECT_TO is intercepting outbound email correctly.');
+    console.log(
+      '      The "to" header matches the redirect, and the original recipient is preserved in the subject.',
+    );
+    process.exit(0);
+  } else {
+    console.error('');
+    console.error('Smoke test FAILED. Do not import production data until this is fixed.');
+    process.exit(1);
+  }
+}
+
+main().catch((err) => {
+  console.error('FATAL:', err);
+  process.exit(1);
+});

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

@@ -0,0 +1,5 @@
+import { DuplicatesReviewQueue } from '@/components/admin/duplicates/duplicates-review-queue';
+
+export default function DuplicatesAdminPage() {
+  return <DuplicatesReviewQueue />;
+}

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

@@ -16,6 +16,7 @@ import {
   Tag,
   Upload,
   Users,
+  UsersRound,
   Webhook,
 } from 'lucide-react';
 
@@ -29,132 +30,186 @@ interface AdminSection {
   icon: typeof Settings;
 }
 
-const SECTIONS: AdminSection[] = [
+interface AdminGroup {
+  title: string;
+  description: string;
+  sections: AdminSection[];
+}
+
+const GROUPS: AdminGroup[] = [
   {
-    href: 'users',
-    label: 'Users',
-    description: 'CRM accounts, role assignments, and per-user residential access toggles.',
-    icon: Users,
+    title: 'Access',
+    description: 'Who can sign in and what they can do once they do.',
+    sections: [
+      {
+        href: 'users',
+        label: 'Users',
+        description: 'CRM accounts, role assignments, and per-user residential access toggles.',
+        icon: Users,
+      },
+      {
+        href: 'invitations',
+        label: 'Invitations',
+        description: 'Send invitations, track pending invites, and resend or revoke them.',
+        icon: Mail,
+      },
+      {
+        href: 'roles',
+        label: 'Roles & Permissions',
+        description: 'Default permission sets and per-port role overrides.',
+        icon: Shield,
+      },
+    ],
   },
   {
-    href: 'invitations',
-    label: 'Invitations',
-    description: 'Send invitations, track pending invites, and resend or revoke them.',
-    icon: Mail,
+    title: 'Configuration',
+    description: 'Branding, integrations, and per-port settings.',
+    sections: [
+      {
+        href: 'email',
+        label: 'Email Settings',
+        description: 'From address, signatures, and per-port SMTP overrides.',
+        icon: Mail,
+      },
+      {
+        href: 'documenso',
+        label: 'Documenso & EOI',
+        description: 'API credentials, EOI template, and default in-app vs Documenso pathway.',
+        icon: FileText,
+      },
+      {
+        href: 'reminders',
+        label: 'Reminders',
+        description: 'Default reminder behaviour and the daily-digest delivery window.',
+        icon: Bell,
+      },
+      {
+        href: 'branding',
+        label: 'Branding',
+        description: 'App name, logo, primary color, and email header/footer HTML.',
+        icon: Palette,
+      },
+      {
+        href: 'settings',
+        label: 'System Settings',
+        description: 'Generic key/value configuration store for advanced flags.',
+        icon: Settings,
+      },
+      {
+        href: 'webhooks',
+        label: 'Webhooks',
+        description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
+        icon: Webhook,
+      },
+    ],
   },
   {
-    href: 'roles',
-    label: 'Roles & Permissions',
-    description: 'Default permission sets and per-port role overrides.',
-    icon: Shield,
+    title: 'Content',
+    description: 'Forms, templates, and labels that users see.',
+    sections: [
+      {
+        href: 'forms',
+        label: 'Forms',
+        description: 'Form templates used by client-facing inquiry and intake flows.',
+        icon: Sliders,
+      },
+      {
+        href: 'templates',
+        label: 'Document Templates',
+        description: 'PDF + email templates with merge-field placeholders.',
+        icon: FileText,
+      },
+      {
+        href: 'tags',
+        label: 'Tags',
+        description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
+        icon: Tag,
+      },
+      {
+        href: 'custom-fields',
+        label: 'Custom Fields',
+        description: 'Tenant-defined fields for clients, yachts, and reservations.',
+        icon: Key,
+      },
+    ],
   },
   {
-    href: 'audit',
-    label: 'Audit Log',
-    description: 'Searchable log of every authenticated mutation in the system.',
-    icon: ScrollText,
+    title: 'Data Quality',
+    description: 'Cleanup, imports, and the audit trail.',
+    sections: [
+      {
+        href: 'duplicates',
+        label: 'Duplicates',
+        description: 'Review queue of suspected duplicate clients flagged by the dedup engine.',
+        icon: UsersRound,
+      },
+      {
+        href: 'import',
+        label: 'Bulk Import',
+        description: 'CSV-driven imports for clients, yachts, and reservations.',
+        icon: Upload,
+      },
+      {
+        href: 'audit',
+        label: 'Audit Log',
+        description: 'Searchable log of every authenticated mutation in the system.',
+        icon: ScrollText,
+      },
+    ],
   },
   {
-    href: 'email',
-    label: 'Email Settings',
-    description: 'From address, signatures, and per-port SMTP overrides.',
-    icon: Mail,
+    title: 'Operations',
+    description: 'Health checks and disaster recovery.',
+    sections: [
+      {
+        href: 'reports',
+        label: 'Reports',
+        description: 'Saved analytics views and ad-hoc query results.',
+        icon: LayoutDashboard,
+      },
+      {
+        href: 'monitoring',
+        label: 'Queue Monitoring',
+        description: 'BullMQ queue health, throughput, and retry diagnostics.',
+        icon: Database,
+      },
+      {
+        href: 'backup',
+        label: 'Backup & Restore',
+        description: 'Database snapshots and on-demand exports.',
+        icon: HardDrive,
+      },
+    ],
   },
   {
-    href: 'documenso',
-    label: 'Documenso & EOI',
-    description: 'API credentials, EOI template, and default in-app vs Documenso pathway.',
-    icon: FileText,
+    title: 'Tenancy',
+    description: 'Multi-port and multi-install scaffolding.',
+    sections: [
+      {
+        href: 'ports',
+        label: 'Ports',
+        description: 'Manage the marinas/ports this installation serves.',
+        icon: Briefcase,
+      },
+      {
+        href: 'onboarding',
+        label: 'Onboarding',
+        description: 'Initial-setup wizard for fresh ports.',
+        icon: LayoutDashboard,
+      },
+    ],
   },
   {
-    href: 'reminders',
-    label: 'Reminders',
-    description: 'Default reminder behaviour and the daily-digest delivery window.',
-    icon: Bell,
-  },
-  {
-    href: 'branding',
-    label: 'Branding',
-    description: 'App name, logo, primary color, and email header/footer HTML.',
-    icon: Palette,
-  },
-  {
-    href: 'settings',
-    label: 'System Settings',
-    description: 'Generic key/value configuration store for advanced flags.',
-    icon: Settings,
-  },
-  {
-    href: 'webhooks',
-    label: 'Webhooks',
-    description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
-    icon: Webhook,
-  },
-  {
-    href: 'forms',
-    label: 'Forms',
-    description: 'Form templates used by client-facing inquiry and intake flows.',
-    icon: Sliders,
-  },
-  {
-    href: 'templates',
-    label: 'Document Templates',
-    description: 'PDF + email templates with merge-field placeholders.',
-    icon: FileText,
-  },
-  {
-    href: 'tags',
-    label: 'Tags',
-    description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
-    icon: Tag,
-  },
-  {
-    href: 'custom-fields',
-    label: 'Custom Fields',
-    description: 'Tenant-defined fields for clients, yachts, and reservations.',
-    icon: Key,
-  },
-  {
-    href: 'reports',
-    label: 'Reports',
-    description: 'Saved analytics views and ad-hoc query results.',
-    icon: LayoutDashboard,
-  },
-  {
-    href: 'monitoring',
-    label: 'Queue Monitoring',
-    description: 'BullMQ queue health, throughput, and retry diagnostics.',
-    icon: Database,
-  },
-  {
-    href: 'import',
-    label: 'Bulk Import',
-    description: 'CSV-driven imports for clients, yachts, and reservations.',
-    icon: Upload,
-  },
-  {
-    href: 'backup',
-    label: 'Backup & Restore',
-    description: 'Database snapshots and on-demand exports.',
-    icon: HardDrive,
-  },
-  {
-    href: 'ports',
-    label: 'Ports',
-    description: 'Manage the marinas/ports this installation serves.',
-    icon: Briefcase,
-  },
-  {
-    href: 'onboarding',
-    label: 'Onboarding',
-    description: 'Initial-setup wizard for fresh ports.',
-    icon: LayoutDashboard,
-  },
-  {
-    href: 'ocr',
-    label: 'Receipt OCR',
-    description: 'Configure the AI provider used by the mobile receipt scanner.',
-    icon: ScrollText,
+    title: 'Integrations',
+    description: 'Third-party providers wired into the app.',
+    sections: [
+      {
+        href: 'ocr',
+        label: 'Receipt OCR',
+        description: 'Configure the AI provider used by the mobile receipt scanner.',
+        icon: ScrollText,
+      },
+    ],
   },
 ];
 
@@ -165,36 +220,46 @@ export default async function AdminLandingPage({
 }) {
   const { portSlug } = await params;
   return (
-    <div className="space-y-6">
+    <div className="space-y-8">
       <PageHeader
         title="Administration"
         description="Per-port configuration and system administration. Each card below opens a dedicated settings page."
       />
-      <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
-        {SECTIONS.map((s) => {
-          const Icon = s.icon;
-          return (
-            <Link
-              key={s.href}
-              // eslint-disable-next-line @typescript-eslint/no-explicit-any
-              href={`/${portSlug}/admin/${s.href}` as any}
-              className="block group"
-            >
-              <Card className="h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30">
-                <CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
-                  <Icon className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary" />
-                  <div className="flex-1">
-                    <CardTitle className="text-base">{s.label}</CardTitle>
-                  </div>
-                </CardHeader>
-                <CardContent>
-                  <CardDescription>{s.description}</CardDescription>
-                </CardContent>
-              </Card>
-            </Link>
-          );
-        })}
-      </div>
+      {GROUPS.map((group) => (
+        <section key={group.title} className="space-y-3">
+          <div>
+            <h2 className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">
+              {group.title}
+            </h2>
+            <p className="text-xs text-muted-foreground/80">{group.description}</p>
+          </div>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
+            {group.sections.map((s) => {
+              const Icon = s.icon;
+              return (
+                <Link
+                  key={s.href}
+                  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+                  href={`/${portSlug}/admin/${s.href}` as any}
+                  className="block group"
+                >
+                  <Card className="h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30">
+                    <CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
+                      <Icon className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary" />
+                      <div className="flex-1">
+                        <CardTitle className="text-base">{s.label}</CardTitle>
+                      </div>
+                    </CardHeader>
+                    <CardContent>
+                      <CardDescription>{s.description}</CardDescription>
+                    </CardContent>
+                  </Card>
+                </Link>
+              );
+            })}
+          </div>
+        </section>
+      ))}
     </div>
   );
 }

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

@@ -0,0 +1,4 @@
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { dismissHandler } from '../../handlers';
+
+export const POST = withAuth(withPermission('clients', 'edit', dismissHandler));

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

@@ -0,0 +1,4 @@
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { confirmMergeHandler } from '../../handlers';
+
+export const POST = withAuth(withPermission('clients', 'edit', confirmMergeHandler));

src/app/api/v1/admin/duplicates/handlers.ts

@@ -0,0 +1,160 @@
+import { NextResponse } from 'next/server';
+import { and, eq, inArray } from 'drizzle-orm';
+
+import type { AuthContext } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { clients, clientMergeCandidates } from '@/lib/db/schema/clients';
+import { errorResponse, NotFoundError } from '@/lib/errors';
+import {
+  listPendingMergeCandidates,
+  mergeClients,
+  type MergeFieldChoices,
+} from '@/lib/services/client-merge.service';
+
+/**
+ * GET /api/v1/admin/duplicates
+ *
+ * Pending merge candidates for the current port, sorted by score.
+ * Each row hydrates its two client summaries so the review-queue UI
+ * can render side-by-side cards without an N+1 fetch.
+ */
+export async function listHandler(_req: Request, ctx: AuthContext): Promise<NextResponse> {
+  try {
+    const pairs = await listPendingMergeCandidates(ctx.portId);
+    if (pairs.length === 0) return NextResponse.json({ data: [] });
+
+    const ids = Array.from(new Set(pairs.flatMap((p) => [p.clientAId, p.clientBId])));
+    const clientRows = await db
+      .select({
+        id: clients.id,
+        fullName: clients.fullName,
+        archivedAt: clients.archivedAt,
+        mergedIntoClientId: clients.mergedIntoClientId,
+        createdAt: clients.createdAt,
+      })
+      .from(clients)
+      .where(inArray(clients.id, ids));
+    const clientById = new Map(clientRows.map((c) => [c.id, c]));
+
+    const data = pairs
+      .map((p) => {
+        const a = clientById.get(p.clientAId);
+        const b = clientById.get(p.clientBId);
+        if (!a || !b) return null; // FK orphan — shouldn't happen, but be defensive
+        // Skip pairs where one side has already been merged or archived.
+        if (a.mergedIntoClientId || b.mergedIntoClientId) return null;
+        return {
+          id: p.id,
+          score: p.score,
+          reasons: p.reasons,
+          createdAt: p.createdAt,
+          clientA: { id: a.id, fullName: a.fullName, createdAt: a.createdAt },
+          clientB: { id: b.id, fullName: b.fullName, createdAt: b.createdAt },
+        };
+      })
+      .filter((row): row is NonNullable<typeof row> => row !== null);
+
+    return NextResponse.json({ data });
+  } catch (error) {
+    return errorResponse(error);
+  }
+}
+
+/**
+ * POST /api/v1/admin/duplicates/[id]/merge
+ *
+ * Body: { winnerId: string, fieldChoices?: MergeFieldChoices }
+ *
+ * Confirms a merge candidate. The winner is the one the user picked
+ * to keep; the other side becomes the loser. Calls into the merge
+ * service which is the only path that touches client_merge_log.
+ */
+export async function confirmMergeHandler(
+  req: Request,
+  ctx: AuthContext,
+  params: { id?: string },
+): Promise<NextResponse> {
+  try {
+    const id = params.id ?? '';
+    const body = (await req.json().catch(() => ({}))) as {
+      winnerId?: string;
+      fieldChoices?: MergeFieldChoices;
+    };
+    if (!body.winnerId) {
+      return NextResponse.json({ error: 'winnerId required' }, { status: 400 });
+    }
+
+    const [candidate] = await db
+      .select()
+      .from(clientMergeCandidates)
+      .where(
+        and(
+          eq(clientMergeCandidates.id, id),
+          eq(clientMergeCandidates.portId, ctx.portId),
+          eq(clientMergeCandidates.status, 'pending'),
+        ),
+      );
+    if (!candidate) throw new NotFoundError('Merge candidate');
+
+    const loserId =
+      body.winnerId === candidate.clientAId
+        ? candidate.clientBId
+        : body.winnerId === candidate.clientBId
+          ? candidate.clientAId
+          : null;
+    if (!loserId) {
+      return NextResponse.json(
+        { error: 'winnerId must match one of the candidate clients' },
+        { status: 400 },
+      );
+    }
+
+    const result = await mergeClients({
+      winnerId: body.winnerId,
+      loserId,
+      mergedBy: ctx.userId,
+      fieldChoices: body.fieldChoices,
+    });
+
+    return NextResponse.json({ data: result });
+  } catch (error) {
+    return errorResponse(error);
+  }
+}
+
+/**
+ * POST /api/v1/admin/duplicates/[id]/dismiss
+ *
+ * Mark a merge candidate as dismissed. The background scoring job
+ * skips dismissed pairs on subsequent runs (a future score increase
+ * can re-create them).
+ */
+export async function dismissHandler(
+  _req: Request,
+  ctx: AuthContext,
+  params: { id?: string },
+): Promise<NextResponse> {
+  try {
+    const id = params.id ?? '';
+    const result = await db
+      .update(clientMergeCandidates)
+      .set({
+        status: 'dismissed',
+        resolvedAt: new Date(),
+        resolvedBy: ctx.userId,
+      })
+      .where(
+        and(
+          eq(clientMergeCandidates.id, id),
+          eq(clientMergeCandidates.portId, ctx.portId),
+          eq(clientMergeCandidates.status, 'pending'),
+        ),
+      )
+      .returning({ id: clientMergeCandidates.id });
+
+    if (result.length === 0) throw new NotFoundError('Merge candidate');
+    return NextResponse.json({ data: { id: result[0]!.id, status: 'dismissed' } });
+  } catch (error) {
+    return errorResponse(error);
+  }
+}

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

@@ -0,0 +1,4 @@
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { listHandler } from './handlers';
+
+export const GET = withAuth(withPermission('clients', 'view', listHandler));

src/app/api/v1/clients/match-candidates/handlers.ts

@@ -0,0 +1,160 @@
+import { NextResponse } from 'next/server';
+import { and, eq, inArray } from 'drizzle-orm';
+
+import type { AuthContext } from '@/lib/api/helpers';
+import { db } from '@/lib/db';
+import { clients, clientContacts } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { errorResponse } from '@/lib/errors';
+import { findClientMatches, type MatchCandidate } from '@/lib/dedup/find-matches';
+import { normalizeEmail, normalizeName, normalizePhone } from '@/lib/dedup/normalize';
+import type { CountryCode } from '@/lib/i18n/countries';
+
+/**
+ * GET /api/v1/clients/match-candidates
+ *
+ * Query parameters (any combination):
+ *   email      Free-text email; gets normalized server-side.
+ *   phone      Free-text phone; gets normalized to E.164 server-side.
+ *   name       Free-text full name; used for surname-token blocking.
+ *   country    Optional ISO country hint (default: AI for Port Nimara).
+ *
+ * Returns the top candidates that scored above the soft-warn threshold,
+ * each with a small client summary the form's suggestion card can
+ * render. Confidence tiers and rules are applied server-side from the
+ * port's `system_settings` (when wired) or sensible defaults otherwise.
+ *
+ * Used by `useDedupSuggestion` in the new-client form. Debounced on
+ * the client; this endpoint must be cheap (single port pool fetch +
+ * an in-memory dedup pass).
+ */
+export async function getMatchCandidatesHandler(
+  req: Request,
+  ctx: AuthContext,
+): Promise<NextResponse> {
+  try {
+    const url = new URL(req.url);
+    const rawEmail = url.searchParams.get('email');
+    const rawPhone = url.searchParams.get('phone');
+    const rawName = url.searchParams.get('name');
+    const country = (url.searchParams.get('country') ?? 'AI') as CountryCode;
+
+    const email = rawEmail ? normalizeEmail(rawEmail) : null;
+    const phoneResult = rawPhone ? normalizePhone(rawPhone, country) : null;
+    const nameResult = rawName ? normalizeName(rawName) : null;
+
+    // If the caller didn't give us anything useful to match on, return empty
+    // — short-circuit rather than scan every client for nothing.
+    if (!email && !phoneResult?.e164 && !nameResult?.surnameToken) {
+      return NextResponse.json({ data: [] });
+    }
+
+    // Build the input candidate.
+    const input: MatchCandidate = {
+      id: '__incoming__',
+      fullName: nameResult?.display ?? null,
+      surnameToken: nameResult?.surnameToken ?? null,
+      emails: email ? [email] : [],
+      phonesE164: phoneResult?.e164 ? [phoneResult.e164] : [],
+      countryIso: country,
+    };
+
+    // Fetch the live pool for this port. We keep this O(N) over clients
+    // since the dedup library does its own blocking; for ports with
+    // thousands of clients we can later restrict by surname-token /
+    // contact lookups, but for current scale the simple full-pool fetch
+    // is fine.
+    const liveClients = await db
+      .select({
+        id: clients.id,
+        fullName: clients.fullName,
+        nationalityIso: clients.nationalityIso,
+      })
+      .from(clients)
+      .where(and(eq(clients.portId, ctx.portId)));
+
+    if (liveClients.length === 0) {
+      return NextResponse.json({ data: [] });
+    }
+
+    const clientIds = liveClients.map((c) => c.id);
+    const contactRows = await db
+      .select({
+        clientId: clientContacts.clientId,
+        channel: clientContacts.channel,
+        value: clientContacts.value,
+        valueE164: clientContacts.valueE164,
+      })
+      .from(clientContacts)
+      .where(inArray(clientContacts.clientId, clientIds));
+
+    // Group contacts by client for the candidate map.
+    const emailsByClient = new Map<string, string[]>();
+    const phonesByClient = new Map<string, string[]>();
+    for (const c of contactRows) {
+      if (c.channel === 'email') {
+        const arr = emailsByClient.get(c.clientId) ?? [];
+        arr.push(c.value.toLowerCase());
+        emailsByClient.set(c.clientId, arr);
+      } else if (c.channel === 'phone' || c.channel === 'whatsapp') {
+        if (c.valueE164) {
+          const arr = phonesByClient.get(c.clientId) ?? [];
+          arr.push(c.valueE164);
+          phonesByClient.set(c.clientId, arr);
+        }
+      }
+    }
+
+    const pool: MatchCandidate[] = liveClients.map((c) => {
+      const named = normalizeName(c.fullName);
+      return {
+        id: c.id,
+        fullName: c.fullName,
+        surnameToken: named.surnameToken ?? null,
+        emails: emailsByClient.get(c.id) ?? [],
+        phonesE164: phonesByClient.get(c.id) ?? [],
+        countryIso: (c.nationalityIso as CountryCode | null) ?? null,
+      };
+    });
+
+    const matches = findClientMatches(input, pool, {
+      highScore: 90,
+      mediumScore: 50,
+    });
+
+    // Only return medium+ — low-confidence noise isn't useful at the
+    // create-form layer (background scoring queue picks those up).
+    const useful = matches.filter((m) => m.confidence !== 'low');
+    if (useful.length === 0) {
+      return NextResponse.json({ data: [] });
+    }
+
+    // Pull a quick summary for each surfaced candidate so the suggestion
+    // card has enough to render ("Marcus Laurent · 2 interests · last
+    // contact 9d ago").
+    const summarizedIds = useful.map((m) => m.candidate.id);
+    const interestCounts = await db
+      .select({ clientId: interests.clientId })
+      .from(interests)
+      .where(inArray(interests.clientId, summarizedIds));
+    const interestsByClient = new Map<string, number>();
+    for (const r of interestCounts) {
+      interestsByClient.set(r.clientId, (interestsByClient.get(r.clientId) ?? 0) + 1);
+    }
+
+    const data = useful.map((m) => ({
+      clientId: m.candidate.id,
+      fullName: m.candidate.fullName,
+      score: m.score,
+      confidence: m.confidence,
+      reasons: m.reasons,
+      interestCount: interestsByClient.get(m.candidate.id) ?? 0,
+      emails: m.candidate.emails,
+      phonesE164: m.candidate.phonesE164,
+    }));
+
+    return NextResponse.json({ data });
+  } catch (error) {
+    return errorResponse(error);
+  }
+}

src/app/api/v1/clients/match-candidates/route.ts

@@ -0,0 +1,4 @@
+import { withAuth, withPermission } from '@/lib/api/helpers';
+import { getMatchCandidatesHandler } from './handlers';
+
+export const GET = withAuth(withPermission('clients', 'view', getMatchCandidatesHandler));

src/app/layout.tsx

@@ -4,6 +4,7 @@ import { headers } from 'next/headers';
 import { Inter, JetBrains_Mono } from 'next/font/google';
 import { Toaster } from 'sonner';
 import { classifyFormFactor } from '@/lib/form-factor';
+import { ReactGrabViewportSync } from '@/components/dev/react-grab-viewport-sync';
 import './globals.css';
 
 const inter = Inter({
@@ -66,6 +67,7 @@ export default async function RootLayout({ children }: { children: React.ReactNo
       >
         {children}
         <Toaster richColors position="top-right" />
+        {process.env.NODE_ENV === 'development' && <ReactGrabViewportSync />}
       </body>
     </html>
   );

src/components/admin/duplicates/duplicates-review-queue.tsx

@@ -0,0 +1,215 @@
+'use client';
+
+import { useState } from 'react';
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { ArrowRight, GitMerge, X } from 'lucide-react';
+import { toast } from 'sonner';
+
+import { Button } from '@/components/ui/button';
+import { PageHeader } from '@/components/shared/page-header';
+import { EmptyState } from '@/components/shared/empty-state';
+import { Skeleton } from '@/components/ui/skeleton';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface CandidatePair {
+  id: string;
+  score: number;
+  reasons: string[];
+  createdAt: string;
+  clientA: { id: string; fullName: string; createdAt: string };
+  clientB: { id: string; fullName: string; createdAt: string };
+}
+
+/**
+ * Admin review queue for the dedup background scoring job.
+ *
+ * Lists every pending merge candidate (pairs where score >=
+ * `dedup_review_queue_threshold`). For each pair the admin can:
+ *   - Pick a winner via the side-by-side card → confirms a merge
+ *   - Dismiss → removes from the queue (a future score increase
+ *     re-creates the pair on the next scoring run)
+ *
+ * Only minimal merge UI here: the user picks which side is the winner
+ * (no per-field choice), and the loser archives. A richer side-by-side
+ * field-merge dialog is a future enhancement.
+ */
+export function DuplicatesReviewQueue() {
+  const queryClient = useQueryClient();
+
+  const { data, isLoading } = useQuery<{ data: CandidatePair[] }>({
+    queryKey: ['admin', 'duplicates'],
+    queryFn: () => apiFetch<{ data: CandidatePair[] }>('/api/v1/admin/duplicates'),
+  });
+
+  const pairs = data?.data ?? [];
+
+  return (
+    <div className="space-y-4">
+      <PageHeader
+        title="Duplicate clients"
+        description={
+          pairs.length === 0
+            ? 'No pending pairs to review.'
+            : `${pairs.length} pair${pairs.length === 1 ? '' : 's'} flagged for review.`
+        }
+      />
+
+      {isLoading ? (
+        <div className="space-y-3">
+          {[0, 1, 2].map((i) => (
+            <Skeleton key={i} className="h-32 w-full" />
+          ))}
+        </div>
+      ) : pairs.length === 0 ? (
+        <EmptyState
+          title="All clear"
+          description="The background scoring job hasn't surfaced any potential duplicates yet."
+        />
+      ) : (
+        <ul className="space-y-3">
+          {pairs.map((pair) => (
+            <li key={pair.id}>
+              <CandidateRow pair={pair} queryClient={queryClient} />
+            </li>
+          ))}
+        </ul>
+      )}
+    </div>
+  );
+}
+
+function CandidateRow({
+  pair,
+  queryClient,
+}: {
+  pair: CandidatePair;
+  queryClient: ReturnType<typeof useQueryClient>;
+}) {
+  const [busy, setBusy] = useState<'merge' | 'dismiss' | null>(null);
+  const [winnerId, setWinnerId] = useState<string>(pair.clientA.id);
+
+  const mergeMutation = useMutation({
+    mutationFn: () =>
+      apiFetch(`/api/v1/admin/duplicates/${pair.id}/merge`, {
+        method: 'POST',
+        body: { winnerId },
+      }),
+    onSuccess: () => {
+      const loserName =
+        winnerId === pair.clientA.id ? pair.clientB.fullName : pair.clientA.fullName;
+      const winnerName =
+        winnerId === pair.clientA.id ? pair.clientA.fullName : pair.clientB.fullName;
+      toast.success(`Merged "${loserName}" into "${winnerName}"`);
+      queryClient.invalidateQueries({ queryKey: ['admin', 'duplicates'] });
+      queryClient.invalidateQueries({ queryKey: ['clients'] });
+    },
+    onError: (err) => toast.error(err instanceof Error ? err.message : 'Merge failed'),
+    onSettled: () => setBusy(null),
+  });
+
+  const dismissMutation = useMutation({
+    mutationFn: () => apiFetch(`/api/v1/admin/duplicates/${pair.id}/dismiss`, { method: 'POST' }),
+    onSuccess: () => {
+      toast.message('Dismissed');
+      queryClient.invalidateQueries({ queryKey: ['admin', 'duplicates'] });
+    },
+    onError: (err) => toast.error(err instanceof Error ? err.message : 'Dismiss failed'),
+    onSettled: () => setBusy(null),
+  });
+
+  return (
+    <div className="rounded-lg border bg-card p-4">
+      <div className="mb-3 flex items-baseline justify-between gap-3">
+        <div>
+          <span className="rounded-full bg-muted px-2 py-0.5 text-[10px] font-medium uppercase tracking-wide text-muted-foreground">
+            score {pair.score}
+          </span>{' '}
+          <span className="text-xs text-muted-foreground">{pair.reasons.join(' · ')}</span>
+        </div>
+        <span className="text-xs text-muted-foreground">
+          flagged {new Date(pair.createdAt).toLocaleDateString()}
+        </span>
+      </div>
+
+      <div className="grid gap-3 sm:grid-cols-[1fr_auto_1fr]">
+        <ClientCard
+          client={pair.clientA}
+          isSelected={winnerId === pair.clientA.id}
+          onSelect={() => setWinnerId(pair.clientA.id)}
+        />
+        <div className="flex items-center justify-center text-muted-foreground">
+          <ArrowRight className="size-4" aria-hidden />
+        </div>
+        <ClientCard
+          client={pair.clientB}
+          isSelected={winnerId === pair.clientB.id}
+          onSelect={() => setWinnerId(pair.clientB.id)}
+        />
+      </div>
+
+      <div className="mt-3 flex flex-wrap items-center gap-2">
+        <Button
+          size="sm"
+          onClick={() => {
+            setBusy('merge');
+            mergeMutation.mutate();
+          }}
+          disabled={busy !== null}
+        >
+          <GitMerge className="mr-1 size-3.5" aria-hidden />
+          Merge into selected
+        </Button>
+        <Button
+          size="sm"
+          variant="ghost"
+          onClick={() => {
+            setBusy('dismiss');
+            dismissMutation.mutate();
+          }}
+          disabled={busy !== null}
+        >
+          <X className="mr-1 size-3.5" aria-hidden />
+          Dismiss
+        </Button>
+        <p className="text-xs text-muted-foreground">
+          The unselected card becomes the loser; its interests + contacts move to the selected
+          client and the original is archived.
+        </p>
+      </div>
+    </div>
+  );
+}
+
+function ClientCard({
+  client,
+  isSelected,
+  onSelect,
+}: {
+  client: CandidatePair['clientA'];
+  isSelected: boolean;
+  onSelect: () => void;
+}) {
+  return (
+    <button
+      type="button"
+      onClick={onSelect}
+      className={cn(
+        'rounded-md border p-3 text-left transition-colors',
+        isSelected
+          ? 'border-primary bg-primary/5 ring-1 ring-primary/30'
+          : 'border-border hover:bg-muted/40',
+      )}
+    >
+      <p className="text-sm font-medium">{client.fullName}</p>
+      <p className="mt-0.5 text-[11px] text-muted-foreground">
+        Created {new Date(client.createdAt).toLocaleDateString()}
+      </p>
+      {isSelected ? (
+        <span className="mt-1 inline-block rounded-full bg-primary/10 px-1.5 py-0.5 text-[10px] font-semibold text-primary">
+          KEEP
+        </span>
+      ) : null}
+    </button>
+  );
+}

src/components/admin/settings/settings-manager.tsx

@@ -241,7 +241,14 @@ export function SettingsManager() {
             </CardHeader>
             <CardContent className="space-y-4">
               {KNOWN_SETTINGS.filter((s) => s.type === 'string').map((setting) => (
-                <div key={setting.key} className="flex items-center justify-between gap-4">
+                <div
+                  key={setting.key}
+                  // Stack label/description above the input on phone widths.
+                  // The previous flex row crushed the label column into a
+                  // narrow vertical stripe ("Inquiry / Contact / Email" wrapping
+                  // one word per line) while the input took the rest.
+                  className="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
+                >
                   <div className="flex-1">
                     <Label>{setting.label}</Label>
                     <p className="text-xs text-muted-foreground">{setting.description}</p>
@@ -249,7 +256,7 @@ export function SettingsManager() {
                   <div className="flex items-center gap-2">
                     <Input
                       type="text"
-                      className="w-64"
+                      className="w-full sm:w-64"
                       value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
                       onChange={(e) =>
                         setValues((prev) => ({
@@ -283,7 +290,10 @@ export function SettingsManager() {
           </CardHeader>
           <CardContent className="space-y-4">
             {KNOWN_SETTINGS.filter((s) => s.type === 'number').map((setting) => (
-              <div key={setting.key} className="flex items-center justify-between gap-4">
+              <div
+                key={setting.key}
+                className="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
+              >
                 <div className="flex-1">
                   <Label>{setting.label}</Label>
                   <p className="text-xs text-muted-foreground">{setting.description}</p>
@@ -291,7 +301,7 @@ export function SettingsManager() {
                 <div className="flex items-center gap-2">
                   <Input
                     type="number"
-                    className="w-24"
+                    className="w-full sm:w-24"
                     value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
                     onChange={(e) =>
                       setValues((prev) => ({

src/components/alerts/alert-rail.tsx

@@ -22,7 +22,11 @@ export function AlertRail() {
     <section
       data-testid="alert-rail"
       aria-label="Active alerts"
-      className="flex h-full flex-col gap-3"
+      // `h-full` is intentional only at xl: where the parent dashboard grid
+      // gives this rail a sibling column whose height it should match. On
+      // mobile (single-column stack) there's no fixed-height context, so
+      // forcing 100% height makes the section overflow / look stretched.
+      className="flex flex-col gap-3 xl:h-full"
     >
       <div className="flex items-baseline justify-between">
         <h2 className="text-sm font-semibold tracking-tight">Alerts</h2>

src/components/berths/berth-detail-header.tsx

@@ -178,7 +178,10 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
   return (
     <>
       <DetailHeaderStrip>
-        <div className="flex items-start gap-4">
+        {/* Stacks vertically on phone widths so the action buttons don't
+            squeeze the area subtitle into a two-line wrap. From sm up the
+            title/area block sits side-by-side with the action buttons. */}
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:gap-4">
           <div className="flex-1 min-w-0">
             <div className="flex items-center gap-3 flex-wrap">
               <h1 className="hidden sm:block text-2xl font-bold text-foreground">
@@ -193,7 +196,7 @@ export function BerthDetailHeader({ berth }: BerthDetailHeaderProps) {
             {berth.area && <p className="text-muted-foreground mt-1">{berth.area}</p>}
           </div>
 
-          <div className="flex flex-wrap items-center gap-2 shrink-0">
+          <div className="flex flex-wrap items-center gap-2 sm:shrink-0">
             <PermissionGate resource="berths" action="edit">
               <Button variant="outline" size="sm" onClick={() => setStatusOpen(true)}>
                 <RefreshCw className="mr-1.5 h-4 w-4" />

src/components/berths/berth-tabs.tsx

@@ -48,10 +48,13 @@ type BerthData = {
 
 function SpecRow({ label, value }: { label: string; value: React.ReactNode }) {
   if (!value && value !== 0 && value !== false) return null;
+  // Mobile-first: stack vertically with label on top so long values
+  // (e.g. "206.69 ft / 62.99 m") never clip at the right edge.
+  // From `sm` (>=640px) up: switch to the original two-column layout.
   return (
-    <div className="flex justify-between py-2 text-sm">
+    <div className="flex flex-col gap-0.5 py-2 text-sm sm:flex-row sm:items-baseline sm:justify-between sm:gap-3">
       <span className="text-muted-foreground">{label}</span>
-      <span className="font-medium text-right max-w-[60%]">{value}</span>
+      <span className="font-medium sm:max-w-[60%] sm:text-right">{value}</span>
     </div>
   );
 }

src/components/clients/client-columns.tsx

@@ -25,6 +25,8 @@ export interface ClientRow {
   createdAt: string;
   yachtCount?: number;
   companyCount?: number;
+  interestCount?: number;
+  latestInterest?: { stage: string; mooringNumber: string | null } | null;
   contacts?: Array<{ channel: string; value: string; isPrimary: boolean }>;
   tags?: Array<{ id: string; name: string; color: string }>;
 }

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

@@ -2,7 +2,8 @@
 
 import { useState } from 'react';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
-import { Archive, RotateCcw, Mail, Phone } from 'lucide-react';
+import { Archive, Mail, MessageCircle, Phone, RotateCcw } from 'lucide-react';
+import { format } from 'date-fns';
 
 import { Button } from '@/components/ui/button';
 import { Badge } from '@/components/ui/badge';
@@ -12,31 +13,28 @@ import { DetailHeaderStrip } from '@/components/shared/detail-header-strip';
 import { PortalInviteButton } from '@/components/clients/portal-invite-button';
 import { GdprExportButton } from '@/components/clients/gdpr-export-button';
 import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+import { getCountryName } from '@/lib/i18n/countries';
 
 interface ClientDetailHeaderProps {
   client: {
     id: string;
     fullName: string;
-    nationality?: string | null;
-    preferredContactMethod?: string | null;
-    preferredLanguage?: string | null;
-    timezone?: string | null;
-    source?: string | null;
-    sourceDetails?: string | null;
+    nationalityIso?: string | null;
     archivedAt?: string | null;
-    contacts?: Array<{ channel: string; value: string; isPrimary: boolean; label?: string | null }>;
+    createdAt?: string;
+    contacts?: Array<{
+      channel: string;
+      value: string;
+      valueE164?: string | null;
+      isPrimary: boolean;
+      label?: string | null;
+    }>;
     tags?: Array<{ id: string; name: string; color: string }>;
     clientPortalEnabled?: boolean;
   };
 }
 
-const SOURCE_LABELS: Record<string, string> = {
-  website: 'Website',
-  manual: 'Manual',
-  referral: 'Referral',
-  broker: 'Broker',
-};
-
 export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
   const queryClient = useQueryClient();
   const [archiveOpen, setArchiveOpen] = useState(false);
@@ -62,19 +60,34 @@ 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 === 'email' && c.isPrimary)?.value ??
+    client.contacts?.find((c) => c.channel === 'email')?.value;
+  const primaryPhoneContact =
     client.contacts?.find((c) => c.channel === 'phone' && c.isPrimary) ??
     client.contacts?.find((c) => c.channel === 'phone');
+  const primaryPhone = primaryPhoneContact?.value;
+  // wa.me requires the E.164 number without the leading "+". Strip from the
+  // canonical E.164 form when available; otherwise strip non-digits from the
+  // display value as a best-effort fallback.
+  const whatsappNumber = primaryPhoneContact?.valueE164
+    ? primaryPhoneContact.valueE164.replace(/^\+/, '')
+    : primaryPhoneContact?.value
+      ? primaryPhoneContact.value.replace(/[^\d]/g, '')
+      : null;
+
+  const country = client.nationalityIso ? getCountryName(client.nationalityIso, 'en') : null;
+  const addedLabel = client.createdAt
+    ? `Added ${format(new Date(client.createdAt), 'MMM d, yyyy')}`
+    : null;
+  const meta = [country, addedLabel].filter(Boolean) as string[];
 
   return (
     <>
       <DetailHeaderStrip>
-        <div className="flex items-start gap-3 flex-wrap">
-          <div className="flex-1 min-w-0">
+        <div className="flex items-start gap-3">
+          <div className="min-w-0 flex-1 space-y-2">
             <div className="flex items-center gap-2 flex-wrap">
-              <h1 className="hidden sm:block text-2xl font-bold text-foreground truncate">
+              <h1 className="truncate text-lg font-bold text-foreground sm:text-2xl">
                 {client.fullName}
               </h1>
               {isArchived && (
@@ -84,31 +97,71 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
               )}
             </div>
 
-            <div className="flex items-center gap-4 mt-2 flex-wrap text-sm text-muted-foreground">
-              {client.source && (
-                <span>
-                  Source:{' '}
-                  <span className="text-foreground">
-                    {SOURCE_LABELS[client.source] ?? client.source}
-                  </span>
-                </span>
-              )}
-              {primaryEmail && (
-                <span className="flex items-center gap-1">
-                  <Mail className="h-3.5 w-3.5" />
-                  {primaryEmail.value}
-                </span>
-              )}
-              {primaryPhone && (
-                <span className="flex items-center gap-1">
-                  <Phone className="h-3.5 w-3.5" />
-                  {primaryPhone.value}
-                </span>
-              )}
+            {meta.length > 0 ? (
+              <p className="text-xs text-muted-foreground sm:text-sm">{meta.join(' · ')}</p>
+            ) : null}
+
+            <div className="flex flex-wrap items-center gap-1.5 pt-1">
+              {primaryEmail ? (
+                <Button
+                  asChild
+                  variant="outline"
+                  size="sm"
+                  className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
+                >
+                  <a href={`mailto:${primaryEmail}`} aria-label={`Email ${primaryEmail}`}>
+                    <Mail />
+                    Email
+                  </a>
+                </Button>
+              ) : null}
+              {primaryPhone ? (
+                <Button
+                  asChild
+                  variant="outline"
+                  size="sm"
+                  className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
+                >
+                  <a href={`tel:${primaryPhone}`} aria-label={`Call ${primaryPhone}`}>
+                    <Phone />
+                    Call
+                  </a>
+                </Button>
+              ) : null}
+              {whatsappNumber ? (
+                <Button
+                  asChild
+                  variant="outline"
+                  size="sm"
+                  className="h-8 gap-1.5 px-2.5 [&_svg]:size-3.5"
+                >
+                  <a
+                    href={`https://wa.me/${whatsappNumber}`}
+                    target="_blank"
+                    rel="noopener noreferrer"
+                    aria-label={`Message ${primaryPhone} on WhatsApp`}
+                  >
+                    <MessageCircle />
+                    WhatsApp
+                  </a>
+                </Button>
+              ) : null}
+              {!isArchived && client.clientPortalEnabled !== false ? (
+                <div className="hidden sm:inline-flex">
+                  <PortalInviteButton
+                    clientId={client.id}
+                    clientName={client.fullName}
+                    defaultEmail={primaryEmail}
+                  />
+                </div>
+              ) : null}
+              <div className="hidden sm:inline-flex">
+                <GdprExportButton clientId={client.id} />
+              </div>
             </div>
 
             {client.tags && client.tags.length > 0 && (
-              <div className="flex flex-wrap gap-1 mt-2">
+              <div className="flex flex-wrap gap-1">
                 {client.tags.map((tag) => (
                   <TagBadge key={tag.id} name={tag.name} color={tag.color} />
                 ))}
@@ -116,34 +169,21 @@ export function ClientDetailHeader({ client }: ClientDetailHeaderProps) {
             )}
           </div>
 
-          {/* Actions */}
-          <div className="flex flex-wrap items-center gap-2">
-            {!isArchived && client.clientPortalEnabled !== false && (
-              <PortalInviteButton
-                clientId={client.id}
-                clientName={client.fullName}
-                defaultEmail={primaryEmail?.value}
-              />
+          {/* Top-right: archive/restore as a small icon button — destructive
+              action sits out of the primary action flow. */}
+          <button
+            type="button"
+            onClick={() => setArchiveOpen(true)}
+            aria-label={isArchived ? 'Restore client' : 'Archive client'}
+            title={isArchived ? 'Restore client' : 'Archive client'}
+            className={cn(
+              'shrink-0 rounded-md p-1.5 text-muted-foreground/70 transition-colors',
+              'hover:bg-foreground/5 hover:text-foreground',
+              isArchived ? 'hover:text-foreground' : 'hover:text-destructive',
             )}
-            <GdprExportButton clientId={client.id} />
-            <Button
-              variant={isArchived ? 'outline' : 'outline'}
-              size="sm"
-              onClick={() => setArchiveOpen(true)}
-            >
-              {isArchived ? (
-                <>
-                  <RotateCcw className="mr-1.5 h-3.5 w-3.5" />
-                  Restore
-                </>
-              ) : (
-                <>
-                  <Archive className="mr-1.5 h-3.5 w-3.5" />
-                  Archive
-                </>
-              )}
-            </Button>
-          </div>
+          >
+            {isArchived ? <RotateCcw className="size-4" /> : <Archive className="size-4" />}
+          </button>
         </div>
       </DetailHeaderStrip>
 

src/components/clients/client-detail.tsx

@@ -29,6 +29,8 @@ interface ClientData {
     id: string;
     channel: string;
     value: string;
+    valueE164: string | null;
+    valueCountry: string | null;
     label: string | null;
     isPrimary: boolean;
     notes: string | null;

src/components/clients/client-form.tsx

@@ -23,6 +23,7 @@ import { TagPicker } from '@/components/shared/tag-picker';
 import { CountryCombobox } from '@/components/shared/country-combobox';
 import { TimezoneCombobox } from '@/components/shared/timezone-combobox';
 import { PhoneInput } from '@/components/shared/phone-input';
+import { DedupSuggestionPanel } from '@/components/clients/dedup-suggestion-panel';
 import { apiFetch } from '@/lib/api/client';
 import { createClientSchema, type CreateClientInput } from '@/lib/validators/clients';
 import type { CountryCode } from '@/lib/i18n/countries';
@@ -30,6 +31,12 @@ import type { CountryCode } from '@/lib/i18n/countries';
 interface ClientFormProps {
   open: boolean;
   onOpenChange: (open: boolean) => void;
+  /** Optional callback fired when the dedup suggestion panel reports
+   *  the user picked an existing client. The form closes; parent is
+   *  responsible for navigating to the existing client's detail page
+   *  or opening the create-interest dialog pre-filled with that
+   *  clientId. Skipped in edit mode. */
+  onUseExistingClient?: (clientId: string) => void;
   /** If provided, form is in edit mode */
   client?: {
     id: string;
@@ -53,7 +60,7 @@ interface ClientFormProps {
   };
 }
 
-export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
+export function ClientForm({ open, onOpenChange, client, onUseExistingClient }: ClientFormProps) {
   const queryClient = useQueryClient();
   const isEdit = !!client;
 
@@ -143,6 +150,26 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
         </SheetHeader>
 
         <form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
+          {/* Dedup suggestion — only on the create path. Watches the
+              live form values for email / phone / name and surfaces
+              an existing client when one matches. The user can
+              attach the new interest to that client instead of
+              creating a duplicate. */}
+          {!isEdit ? (
+            <DedupSuggestionPanel
+              email={watch('contacts')?.find((c) => c?.channel === 'email')?.value ?? null}
+              phone={
+                watch('contacts')?.find((c) => c?.channel === 'phone' || c?.channel === 'whatsapp')
+                  ?.valueE164 ?? null
+              }
+              name={watch('fullName') ?? null}
+              onUseExisting={(match) => {
+                onUseExistingClient?.(match.clientId);
+                onOpenChange(false);
+              }}
+            />
+          ) : null}
+
           {/* Basic Info */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
@@ -339,10 +366,6 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
                   </SelectContent>
                 </Select>
               </div>
-              <div className="space-y-1">
-                <Label>Preferred Language</Label>
-                <Input {...register('preferredLanguage')} placeholder="English" />
-              </div>
               <div className="space-y-1">
                 <Label>Timezone</Label>
                 <TimezoneCombobox

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

@@ -0,0 +1,460 @@
+'use client';
+
+import { useState } from 'react';
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+import type { Route } from 'next';
+import { useQuery } from '@tanstack/react-query';
+import { format, formatDistanceToNowStrict } from 'date-fns';
+import { ArrowRight, CheckCircle2, ChevronRight, Circle, Plus } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { EmptyState } from '@/components/shared/empty-state';
+import { Skeleton } from '@/components/ui/skeleton';
+import { Drawer, DrawerContent, DrawerHeader, DrawerTitle } from '@/components/shared/drawer';
+import { apiFetch } from '@/lib/api/client';
+import { PIPELINE_STAGES, type PipelineStage } from '@/lib/constants';
+import { cn } from '@/lib/utils';
+
+import { STAGE_BADGE, STAGE_LABELS, safeStage } from '@/components/clients/pipeline-constants';
+import {
+  StageStepper,
+  useClientInterests,
+  type ClientInterestRow,
+} from '@/components/clients/client-pipeline-summary';
+import { InterestForm } from '@/components/interests/interest-form';
+
+const LEAD_CATEGORY_LABELS: Record<string, string> = {
+  general_interest: 'General interest',
+  specific_qualified: 'Specific qualified',
+  hot_lead: 'Hot lead',
+};
+
+function InterestRowItem({
+  interest,
+  onOpen,
+}: {
+  interest: ClientInterestRow;
+  onOpen: (i: ClientInterestRow) => void;
+}) {
+  const stage = safeStage(interest.pipelineStage);
+
+  const berthLabel = interest.berthMooringNumber
+    ? `Berth ${interest.berthMooringNumber}`
+    : 'General interest';
+
+  const yachtLabel = interest.yachtName ?? null;
+
+  return (
+    // Tap opens a bottom-sheet preview drawer rather than navigating to the
+    // full interest page. The drawer covers ~80% of mobile interactions
+    // ("what stage is this at, when did we last touch it"). For deeper
+    // edits the drawer has an "Open full page" CTA.
+    <button
+      type="button"
+      onClick={() => onOpen(interest)}
+      className={cn(
+        'group block w-full rounded-xl border border-border bg-card p-4 text-left shadow-sm transition-all',
+        'hover:border-border/70 hover:shadow-md',
+      )}
+    >
+      <div className="flex items-start justify-between gap-3">
+        <div className="min-w-0 flex-1">
+          <div className="flex items-center gap-2 flex-wrap">
+            <h3 className="truncate text-base font-semibold tracking-tight text-foreground">
+              {berthLabel}
+            </h3>
+            <span
+              className={cn(
+                'shrink-0 rounded-full px-2 py-0.5 text-[11px] font-medium',
+                STAGE_BADGE[stage],
+              )}
+            >
+              {STAGE_LABELS[stage]}
+            </span>
+          </div>
+          {yachtLabel ? (
+            <p className="mt-0.5 truncate text-xs text-muted-foreground">{yachtLabel}</p>
+          ) : null}
+        </div>
+        <ChevronRight className="size-4 shrink-0 text-muted-foreground transition-transform group-hover:translate-x-0.5" />
+      </div>
+
+      <div className="mt-3">
+        <StageStepper current={stage} />
+      </div>
+    </button>
+  );
+}
+
+function lastActivityFor(interest: ClientInterestRow): string | null {
+  const candidates = [interest.dateLastContact, interest.updatedAt]
+    .filter((v): v is string => Boolean(v))
+    .map((v) => new Date(v).getTime())
+    .filter((t) => !Number.isNaN(t));
+  if (candidates.length === 0) return null;
+  return `${formatDistanceToNowStrict(new Date(Math.max(...candidates)))} ago`;
+}
+
+/** Full interest record returned by `/api/v1/interests/[id]`. Only the fields
+ *  the drawer actually reads are typed here; the API returns more. */
+interface InterestDetail {
+  id: string;
+  pipelineStage: string;
+  leadCategory: string | null;
+  source: string | null;
+  notes: string | null;
+  dateLastContact: string | null;
+  dateEoiSent: string | null;
+  dateEoiSigned: string | null;
+  dateDepositReceived: string | null;
+  dateContractSent: string | null;
+  dateContractSigned: string | null;
+}
+
+function useInterestDetail(id: string | null) {
+  return useQuery<{ data: InterestDetail }>({
+    queryKey: ['interest-detail-drawer', id],
+    queryFn: () => apiFetch<{ data: InterestDetail }>(`/api/v1/interests/${id}`),
+    enabled: id !== null,
+    // Detail rarely changes during a single drawer-open session; stale-time
+    // keeps re-opens snappy without preventing background refetch.
+    staleTime: 30_000,
+  });
+}
+
+/** Format a date-only or ISO timestamp as e.g. "Apr 8, 2026". Returns null for
+ *  empty input so callers can render an "empty" state. */
+function formatDate(value: string | null | undefined): string | null {
+  if (!value) return null;
+  const d = new Date(value);
+  if (Number.isNaN(d.getTime())) return null;
+  return format(d, 'MMM d, yyyy');
+}
+
+/** A single milestone row inside the drawer's milestone summary. Filled
+ *  circle when the step is done, hollow when pending. Trailing meta line
+ *  shows the date stamp or a "pending" hint. */
+function MilestoneRow({
+  label,
+  done,
+  date,
+  hint = 'pending',
+}: {
+  label: string;
+  done: boolean;
+  date: string | null;
+  hint?: string;
+}) {
+  return (
+    <li className="flex items-center gap-2 py-1">
+      {done ? (
+        <CheckCircle2 className="size-4 shrink-0 text-emerald-600" aria-hidden />
+      ) : (
+        <Circle className="size-4 shrink-0 text-muted-foreground/40" aria-hidden />
+      )}
+      <span className={cn('flex-1 text-sm', done ? 'text-foreground' : 'text-muted-foreground')}>
+        {label}
+      </span>
+      <span className="text-xs text-muted-foreground tabular-nums">{date ?? hint}</span>
+    </li>
+  );
+}
+
+/**
+ * Bottom-sheet preview of a single interest. Designed for the mobile
+ * "tap an interest → see what's happening without leaving the client
+ * page" flow. Shows the pipeline progress, a compact milestone summary
+ * (EOI / Deposit / Contract), lead context, last contact, and a notes
+ * teaser. Tap-out / drag-down dismisses; the full edit page is one tap
+ * away via "Open full page →".
+ */
+function InterestPreviewDrawer({
+  interest,
+  portSlug,
+  onClose,
+}: {
+  interest: ClientInterestRow | null;
+  portSlug: string;
+  onClose: () => void;
+}) {
+  // Pin the most recently selected interest so the drawer stays populated
+  // during the close-animation tail (Vaul keeps the content mounted ~250ms
+  // after `open=false`). Conditional setState is safe here — the guard
+  // ensures it only fires when the prop actually changes to a new row.
+  const [pinned, setPinned] = useState<ClientInterestRow | null>(interest);
+  if (interest && interest !== pinned) setPinned(interest);
+  const showing = pinned;
+
+  const detail = useInterestDetail(showing?.id ?? null);
+  const fullDetail = detail.data?.data ?? null;
+
+  const open = interest !== null;
+  const stage = showing ? safeStage(showing.pipelineStage) : null;
+  const stageIdx = stage ? PIPELINE_STAGES.indexOf(stage) : -1;
+  const reached = (target: PipelineStage) =>
+    stageIdx !== -1 && PIPELINE_STAGES.indexOf(target) <= stageIdx;
+
+  const berthLabel = showing
+    ? showing.berthMooringNumber
+      ? `Berth ${showing.berthMooringNumber}`
+      : 'General interest'
+    : '';
+  const yachtLabel = showing?.yachtName ?? null;
+  const activity = showing ? lastActivityFor(showing) : null;
+  const fullHref = showing ? (`/${portSlug}/interests/${showing.id}` as Route) : ('/' as Route);
+
+  const leadLabel = fullDetail?.leadCategory
+    ? (LEAD_CATEGORY_LABELS[fullDetail.leadCategory] ?? fullDetail.leadCategory)
+    : null;
+  const sourceLabel = fullDetail?.source
+    ? fullDetail.source.replace(/\b\w/g, (m) => m.toUpperCase())
+    : null;
+  const lastContactDate = formatDate(fullDetail?.dateLastContact);
+  const notesPreview = fullDetail?.notes?.trim() || null;
+
+  return (
+    <Drawer
+      open={open}
+      onOpenChange={(next) => {
+        if (!next) onClose();
+      }}
+    >
+      <DrawerContent className="max-h-[85vh]">
+        <DrawerHeader>
+          <div className="flex items-start justify-between gap-3">
+            <div className="min-w-0 flex-1">
+              <DrawerTitle className="truncate">{berthLabel}</DrawerTitle>
+              {yachtLabel ? (
+                <p className="mt-0.5 truncate text-sm text-muted-foreground">{yachtLabel}</p>
+              ) : null}
+            </div>
+            {stage ? (
+              <span
+                className={cn(
+                  'shrink-0 rounded-full px-2.5 py-1 text-xs font-medium',
+                  STAGE_BADGE[stage],
+                )}
+              >
+                {STAGE_LABELS[stage]}
+              </span>
+            ) : null}
+          </div>
+        </DrawerHeader>
+
+        <div className="space-y-5 overflow-y-auto px-4 pb-4">
+          {/* Pipeline-stepper segmented bar — the same primitive used on the
+              row card, so the at-a-glance progress hint is consistent
+              across surfaces. */}
+          {stage ? (
+            <div>
+              <p className="mb-1.5 text-xs font-medium uppercase tracking-wide text-muted-foreground">
+                Pipeline progress
+              </p>
+              <StageStepper current={stage} />
+            </div>
+          ) : null}
+
+          {/* Milestones — three sections matching the full interest detail
+              page (EOI / Deposit / Contract). Done-state is derived from
+              the pipeline stage so seed data without per-step dates still
+              renders correctly. The full milestone columns + per-step
+              actions live behind "Open full page". */}
+          <section>
+            <p className="mb-2 text-xs font-medium uppercase tracking-wide text-muted-foreground">
+              Milestones
+            </p>
+            <div className="space-y-3">
+              <div className="rounded-lg border border-border bg-card/50 p-3">
+                <p className="mb-1 text-sm font-semibold">EOI</p>
+                <ul>
+                  <MilestoneRow
+                    label="EOI sent"
+                    done={reached('eoi_sent') || !!fullDetail?.dateEoiSent}
+                    date={formatDate(fullDetail?.dateEoiSent)}
+                  />
+                  <MilestoneRow
+                    label="EOI signed"
+                    done={reached('eoi_signed') || !!fullDetail?.dateEoiSigned}
+                    date={formatDate(fullDetail?.dateEoiSigned)}
+                  />
+                </ul>
+              </div>
+              <div className="rounded-lg border border-border bg-card/50 p-3">
+                <p className="mb-1 text-sm font-semibold">Deposit</p>
+                <ul>
+                  <MilestoneRow
+                    label="Deposit received"
+                    done={reached('deposit_10pct') || !!fullDetail?.dateDepositReceived}
+                    date={formatDate(fullDetail?.dateDepositReceived)}
+                  />
+                </ul>
+              </div>
+              <div className="rounded-lg border border-border bg-card/50 p-3">
+                <p className="mb-1 text-sm font-semibold">Contract</p>
+                <ul>
+                  <MilestoneRow
+                    label="Contract sent"
+                    done={reached('contract_sent') || !!fullDetail?.dateContractSent}
+                    date={formatDate(fullDetail?.dateContractSent)}
+                  />
+                  <MilestoneRow
+                    label="Contract signed"
+                    done={reached('contract_signed') || !!fullDetail?.dateContractSigned}
+                    date={formatDate(fullDetail?.dateContractSigned)}
+                  />
+                </ul>
+              </div>
+            </div>
+          </section>
+
+          {/* Compact key/value pairs — lead category, source, last contact,
+              activity. Each row collapses cleanly when its value is
+              missing so the drawer scales from sparse seed data to full
+              records without empty placeholders. */}
+          <dl className="grid grid-cols-[max-content_1fr] gap-x-4 gap-y-1.5 text-sm">
+            {leadLabel ? (
+              <>
+                <dt className="text-muted-foreground">Lead</dt>
+                <dd className="text-right font-medium">{leadLabel}</dd>
+              </>
+            ) : null}
+            {sourceLabel ? (
+              <>
+                <dt className="text-muted-foreground">Source</dt>
+                <dd className="text-right font-medium">{sourceLabel}</dd>
+              </>
+            ) : null}
+            {lastContactDate ? (
+              <>
+                <dt className="text-muted-foreground">Last contact</dt>
+                <dd className="text-right font-medium">{lastContactDate}</dd>
+              </>
+            ) : null}
+            {activity ? (
+              <>
+                <dt className="text-muted-foreground">Last activity</dt>
+                <dd className="text-right font-medium">{activity}</dd>
+              </>
+            ) : null}
+          </dl>
+
+          {notesPreview ? (
+            <section>
+              <p className="mb-1.5 text-xs font-medium uppercase tracking-wide text-muted-foreground">
+                Notes
+              </p>
+              <p className="line-clamp-3 text-sm text-foreground/90 whitespace-pre-wrap">
+                {notesPreview}
+              </p>
+            </section>
+          ) : null}
+
+          <Button asChild className="w-full" size="lg">
+            <Link href={fullHref}>
+              Open full page
+              <ArrowRight className="ml-1.5 size-4" aria-hidden />
+            </Link>
+          </Button>
+        </div>
+      </DrawerContent>
+    </Drawer>
+  );
+}
+
+function InterestSkeleton() {
+  return (
+    <div className="rounded-xl border border-border bg-card p-4 shadow-sm">
+      <Skeleton className="h-4 w-32" />
+      <Skeleton className="mt-2 h-3 w-24" />
+      <Skeleton className="mt-3 h-2 w-48" />
+    </div>
+  );
+}
+
+interface ClientInterestsTabProps {
+  clientId: string;
+}
+
+export function ClientInterestsTab({ clientId }: ClientInterestsTabProps) {
+  const routeParams = useParams<{ portSlug: string }>();
+  const portSlug = routeParams?.portSlug ?? '';
+  const [createOpen, setCreateOpen] = useState(false);
+  const [previewInterest, setPreviewInterest] = useState<ClientInterestRow | null>(null);
+
+  const { data, isLoading, isError } = useClientInterests(clientId);
+
+  if (isLoading) {
+    return (
+      <div className="space-y-3">
+        <InterestSkeleton />
+        <InterestSkeleton />
+      </div>
+    );
+  }
+
+  if (isError) {
+    return <p className="text-sm text-destructive">Could not load interests for this client.</p>;
+  }
+
+  const interests = data?.data ?? [];
+
+  if (interests.length === 0) {
+    return (
+      <>
+        <EmptyState
+          title="No interests yet"
+          description="When this client expresses interest in a berth, the sales process will appear here."
+          action={{
+            label: 'Add interest',
+            onClick: () => setCreateOpen(true),
+          }}
+        />
+        <InterestForm open={createOpen} onOpenChange={setCreateOpen} defaultClientId={clientId} />
+      </>
+    );
+  }
+
+  const active = interests.filter((i) => !i.archivedAt);
+  const archived = interests.filter((i) => i.archivedAt);
+
+  return (
+    <div className="space-y-6">
+      <div className="flex justify-end">
+        <Button size="sm" onClick={() => setCreateOpen(true)}>
+          <Plus className="mr-1.5 size-3.5" />
+          Add interest
+        </Button>
+      </div>
+
+      {active.length > 0 ? (
+        <div className="space-y-3">
+          {active.map((i) => (
+            <InterestRowItem key={i.id} interest={i} onOpen={setPreviewInterest} />
+          ))}
+        </div>
+      ) : null}
+
+      {archived.length > 0 ? (
+        <div className="space-y-3">
+          <h4 className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
+            Archived
+          </h4>
+          <div className="space-y-3 opacity-60">
+            {archived.map((i) => (
+              <InterestRowItem key={i.id} interest={i} onOpen={setPreviewInterest} />
+            ))}
+          </div>
+        </div>
+      ) : null}
+
+      <InterestPreviewDrawer
+        interest={previewInterest}
+        portSlug={portSlug}
+        onClose={() => setPreviewInterest(null)}
+      />
+
+      <InterestForm open={createOpen} onOpenChange={setCreateOpen} defaultClientId={clientId} />
+    </div>
+  );
+}

src/components/clients/client-tabs.tsx

@@ -9,6 +9,8 @@ import { InlineTimezoneField } from '@/components/shared/inline-timezone-field';
 import { InlineTagEditor } from '@/components/shared/inline-tag-editor';
 import { NotesList } from '@/components/shared/notes-list';
 import type { CountryCode } from '@/lib/i18n/countries';
+import { ClientInterestsTab } from '@/components/clients/client-interests-tab';
+import { ClientPipelineSummary } from '@/components/clients/client-pipeline-summary';
 import { ClientYachtsTab } from '@/components/clients/client-yachts-tab';
 import { ClientCompaniesTab } from '@/components/clients/client-companies-tab';
 import { ClientReservationsTab } from '@/components/clients/client-reservations-tab';
@@ -114,6 +116,8 @@ interface ClientTabsOptions {
       tenureType: string;
       status: string;
     }>;
+    interestCount?: number;
+    noteCount?: number;
     tags?: Array<{ id: string; name: string; color: string }>;
   };
 }
@@ -131,82 +135,82 @@ function OverviewTab({
   };
 
   return (
-    <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
-      {/* Personal Info */}
-      <div className="space-y-1">
-        <h3 className="text-sm font-medium mb-2">Personal Information</h3>
-        <dl>
-          <EditableRow label="Full Name">
-            <InlineEditableField value={client.fullName} onSave={save('fullName')} />
-          </EditableRow>
-          <EditableRow label="Nationality">
-            <InlineCountryField
-              value={client.nationalityIso ?? null}
-              onSave={async (iso) => {
-                await mutation.mutateAsync({ nationalityIso: iso });
-              }}
-              data-testid="client-nationality-inline"
-            />
-          </EditableRow>
-          <EditableRow label="Preferred Language">
-            <InlineEditableField
-              value={client.preferredLanguage}
-              onSave={save('preferredLanguage')}
-            />
-          </EditableRow>
-          <EditableRow label="Timezone">
-            <InlineTimezoneField
-              value={client.timezone}
-              countryHint={(client.nationalityIso as CountryCode | null) ?? null}
-              onSave={async (tz) => {
-                await mutation.mutateAsync({ timezone: tz });
-              }}
-              data-testid="client-timezone-inline"
-            />
-          </EditableRow>
-          <EditableRow label="Preferred Contact">
-            <InlineEditableField
-              variant="select"
-              options={CONTACT_METHOD_OPTIONS}
-              value={client.preferredContactMethod}
-              onSave={save('preferredContactMethod')}
-            />
-          </EditableRow>
-        </dl>
+    <div className="space-y-6">
+      <div className="rounded-xl border border-border bg-card p-4 shadow-sm">
+        <ClientPipelineSummary clientId={clientId} variant="panel" />
       </div>
 
-      {/* Contacts */}
-      <div className="space-y-1">
-        <h3 className="text-sm font-medium mb-2">Contact Details</h3>
-        <ContactsEditor clientId={clientId} contacts={client.contacts ?? []} />
-      </div>
+      <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
+        {/* Personal Info */}
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Personal Information</h3>
+          <dl>
+            <EditableRow label="Full Name">
+              <InlineEditableField value={client.fullName} onSave={save('fullName')} />
+            </EditableRow>
+            <EditableRow label="Nationality">
+              <InlineCountryField
+                value={client.nationalityIso ?? null}
+                onSave={async (iso) => {
+                  await mutation.mutateAsync({ nationalityIso: iso });
+                }}
+                data-testid="client-nationality-inline"
+              />
+            </EditableRow>
+            <EditableRow label="Timezone">
+              <InlineTimezoneField
+                value={client.timezone}
+                countryHint={(client.nationalityIso as CountryCode | null) ?? null}
+                onSave={async (tz) => {
+                  await mutation.mutateAsync({ timezone: tz });
+                }}
+                data-testid="client-timezone-inline"
+              />
+            </EditableRow>
+            <EditableRow label="Preferred Contact">
+              <InlineEditableField
+                variant="select"
+                options={CONTACT_METHOD_OPTIONS}
+                value={client.preferredContactMethod}
+                onSave={save('preferredContactMethod')}
+              />
+            </EditableRow>
+          </dl>
+        </div>
 
-      {/* Source */}
-      <div className="space-y-1">
-        <h3 className="text-sm font-medium mb-2">Source</h3>
-        <dl>
-          <EditableRow label="Source">
-            <InlineEditableField
-              variant="select"
-              options={SOURCE_OPTIONS}
-              value={client.source}
-              onSave={save('source')}
-            />
-          </EditableRow>
-          <EditableRow label="Source Details">
-            <InlineEditableField value={client.sourceDetails} onSave={save('sourceDetails')} />
-          </EditableRow>
-        </dl>
-      </div>
+        {/* Contacts */}
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Contact Details</h3>
+          <ContactsEditor clientId={clientId} contacts={client.contacts ?? []} />
+        </div>
 
-      {/* Tags */}
-      <div className="space-y-1">
-        <h3 className="text-sm font-medium mb-2">Tags</h3>
-        <InlineTagEditor
-          endpoint={`/api/v1/clients/${clientId}/tags`}
-          currentTags={client.tags ?? []}
-          invalidateKey={['clients', clientId]}
-        />
+        {/* Source */}
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Source</h3>
+          <dl>
+            <EditableRow label="Source">
+              <InlineEditableField
+                variant="select"
+                options={SOURCE_OPTIONS}
+                value={client.source}
+                onSave={save('source')}
+              />
+            </EditableRow>
+            <EditableRow label="Source Details">
+              <InlineEditableField value={client.sourceDetails} onSave={save('sourceDetails')} />
+            </EditableRow>
+          </dl>
+        </div>
+
+        {/* Tags */}
+        <div className="space-y-1">
+          <h3 className="text-sm font-medium mb-2">Tags</h3>
+          <InlineTagEditor
+            endpoint={`/api/v1/clients/${clientId}/tags`}
+            currentTags={client.tags ?? []}
+            invalidateKey={['clients', clientId]}
+          />
+        </div>
       </div>
     </div>
   );
@@ -219,6 +223,12 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
       label: 'Overview',
       content: <OverviewTab clientId={clientId} client={client} />,
     },
+    {
+      id: 'interests',
+      label: 'Interests',
+      badge: client.interestCount,
+      content: <ClientInterestsTab clientId={clientId} />,
+    },
     {
       id: 'yachts',
       label: 'Yachts',
@@ -251,18 +261,10 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
         />
       ),
     },
-    {
-      id: 'interests',
-      label: 'Interests',
-      content: (
-        <div className="text-center py-12 text-muted-foreground">
-          <p>Interests will appear here once created.</p>
-        </div>
-      ),
-    },
     {
       id: 'notes',
       label: 'Notes',
+      badge: client.noteCount,
       content: <NotesList entityType="clients" entityId={clientId} currentUserId={currentUserId} />,
     },
     {

src/components/clients/contacts-editor.tsx

@@ -155,6 +155,7 @@ function ContactRow({
   onRemove: () => void;
 }) {
   const Icon = CHANNEL_ICONS[contact.channel] ?? MoreHorizontal;
+  const [phoneEditing, setPhoneEditing] = useState(false);
 
   async function togglePrimary() {
     try {
@@ -174,17 +175,31 @@ function ContactRow({
   }
 
   return (
-    <div className="group flex items-center gap-2 p-2 rounded-lg border bg-muted/30 text-sm">
-      {/* Left: channel + value */}
-      <div className="flex items-center gap-2 flex-1 min-w-0">
+    <div
+      data-editing={phoneEditing ? 'true' : undefined}
+      className={cn(
+        'group rounded-lg border text-sm transition-all duration-150',
+        // Active-edit dilation: lift the row out of the muted baseline with a
+        // soft primary ring + slightly brighter surface. Single visual signal
+        // replaces the need for any "now editing" label.
+        phoneEditing
+          ? 'bg-card border-primary/30 ring-2 ring-primary/15 shadow-sm p-3 gap-3'
+          : 'bg-muted/30 p-2 gap-2',
+        // Stack value editor / action cluster on mobile; single row on sm+.
+        'flex flex-col sm:flex-row sm:items-center',
+      )}
+    >
+      {/* Top / left: channel + value */}
+      <div className="flex min-w-0 flex-1 items-center gap-2">
         <ChannelPicker value={contact.channel} onChange={changeChannel}>
           <Icon className="h-3.5 w-3.5 text-muted-foreground" />
         </ChannelPicker>
-        <div className="min-w-0">
+        <div className="min-w-0 flex-1">
           {contact.channel === 'phone' || contact.channel === 'whatsapp' ? (
             <InlinePhoneField
               e164={contact.valueE164 ?? null}
               country={contact.valueCountry ?? null}
+              onEditingChange={setPhoneEditing}
               onSave={async ({ e164, country }) => {
                 if (!e164) {
                   toast.error('Phone number is required');
@@ -208,42 +223,60 @@ function ContactRow({
         </div>
       </div>
 
-      {/* Right: tag + actions */}
-      <div className="flex items-center gap-2 shrink-0">
-        <div className="w-28 text-xs text-muted-foreground text-right">
-          <InlineEditableField
-            value={
-              contact.label && contact.label.toLowerCase() !== 'primary' ? contact.label : null
-            }
-            emptyText="Add tag"
-            placeholder="work, home…"
-            onSave={async (v) => {
-              await onUpdate({ label: v });
-            }}
-          />
+      {/* Bottom / right: tag + actions.
+          Two layers of hiding compose here:
+            (a) phoneEditing — when the phone editor is open, hide the entire
+                action cluster (tag + star + trash) so the user can focus on
+                the form without chips fighting for space.
+            (b) contact.value — when the value is empty (stale import row,
+                aborted edit), hide just the tag + Make-primary star;
+                neither makes sense without a value. The trash icon stays
+                so the user can clean up the empty entry.
+          On touch (no hover), trash is always rendered; on desktop it
+          fades in on hover only (sm:opacity-0 + sm:group-hover:opacity-100). */}
+      {!phoneEditing ? (
+        <div className="flex shrink-0 items-center justify-end gap-2">
+          {contact.value ? (
+            <>
+              <div className="w-28 text-right text-xs text-muted-foreground">
+                <InlineEditableField
+                  value={
+                    contact.label && contact.label.toLowerCase() !== 'primary'
+                      ? contact.label
+                      : null
+                  }
+                  emptyText="Add tag"
+                  placeholder="work, home…"
+                  onSave={async (v) => {
+                    await onUpdate({ label: v });
+                  }}
+                />
+              </div>
+
+              <button
+                type="button"
+                onClick={togglePrimary}
+                title={contact.isPrimary ? 'Primary' : 'Make primary'}
+                className={cn(
+                  'rounded p-1 transition-colors hover:bg-background/60',
+                  contact.isPrimary ? 'text-primary' : 'text-muted-foreground/50',
+                )}
+              >
+                <Star className={cn('h-3.5 w-3.5', contact.isPrimary && 'fill-current')} />
+              </button>
+            </>
+          ) : null}
+
+          <button
+            type="button"
+            onClick={onRemove}
+            title="Remove"
+            className="rounded p-1 text-muted-foreground/50 transition-all hover:bg-background/60 hover:text-destructive sm:opacity-0 sm:group-hover:opacity-100"
+          >
+            <Trash2 className="h-3.5 w-3.5" />
+          </button>
         </div>
-
-        <button
-          type="button"
-          onClick={togglePrimary}
-          title={contact.isPrimary ? 'Primary' : 'Make primary'}
-          className={cn(
-            'p-1 rounded hover:bg-background/60 transition-colors',
-            contact.isPrimary ? 'text-primary' : 'text-muted-foreground/50',
-          )}
-        >
-          <Star className={cn('h-3.5 w-3.5', contact.isPrimary && 'fill-current')} />
-        </button>
-
-        <button
-          type="button"
-          onClick={onRemove}
-          title="Remove"
-          className="p-1 rounded text-muted-foreground/50 hover:text-destructive hover:bg-background/60 opacity-0 group-hover:opacity-100 transition-all"
-        >
-          <Trash2 className="h-3.5 w-3.5" />
-        </button>
-      </div>
+      ) : null}
     </div>
   );
 }
@@ -330,7 +363,9 @@ function NewContactForm({
   const submitDisabled = saving || (isPhoneChannel ? !phoneValue?.e164 : !value.trim());
 
   return (
-    <div className="flex items-center gap-2 p-2 rounded-lg border bg-muted/30 text-sm">
+    // Single row on sm+; wraps onto multiple lines below 640px so the channel
+    // picker, value field, label, and buttons each get their own usable width.
+    <div className="flex flex-wrap items-center gap-2 rounded-lg border bg-muted/30 p-2 text-sm">
       <Select
         value={channel}
         onValueChange={(next) => {
@@ -353,7 +388,7 @@ function NewContactForm({
       </Select>
 
       {isPhoneChannel ? (
-        <div className="flex-1 min-w-0">
+        <div className="min-w-0 flex-1 basis-full sm:basis-auto">
           <PhoneInput
             value={phoneValue}
             onChange={(v) => setPhoneValue(v)}
@@ -365,7 +400,7 @@ function NewContactForm({
           value={value}
           onChange={(e) => setValue(e.target.value)}
           placeholder={channel === 'email' ? 'name@example.com' : 'value'}
-          className="h-7 text-sm flex-1 min-w-0"
+          className="h-7 min-w-0 flex-1 basis-full text-sm sm:basis-auto"
           autoFocus
           disabled={saving}
           onKeyDown={(e) => {
@@ -382,7 +417,7 @@ function NewContactForm({
         value={label}
         onChange={(e) => setLabel(e.target.value)}
         placeholder="tag (optional)"
-        className="h-7 text-xs w-28"
+        className="h-7 w-28 text-xs"
         disabled={saving}
         onKeyDown={(e) => {
           if (e.key === 'Enter') {
@@ -393,12 +428,14 @@ function NewContactForm({
         }}
       />
 
-      <Button type="button" size="sm" onClick={submit} disabled={submitDisabled}>
-        {saving ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : 'Save'}
-      </Button>
-      <Button type="button" size="sm" variant="ghost" onClick={onCancel} disabled={saving}>
-        Cancel
-      </Button>
+      <div className="ml-auto flex gap-2">
+        <Button type="button" size="sm" onClick={submit} disabled={submitDisabled}>
+          {saving ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : 'Save'}
+        </Button>
+        <Button type="button" size="sm" variant="ghost" onClick={onCancel} disabled={saving}>
+          Cancel
+        </Button>
+      </div>
     </div>
   );
 }

src/components/clients/dedup-suggestion-panel.tsx

@@ -0,0 +1,183 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+import { useQuery } from '@tanstack/react-query';
+import { AlertCircle, ArrowRight, Briefcase, X } from 'lucide-react';
+
+import { Button } from '@/components/ui/button';
+import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
+
+interface MatchData {
+  clientId: string;
+  fullName: string;
+  score: number;
+  confidence: 'high' | 'medium' | 'low';
+  reasons: string[];
+  interestCount: number;
+  emails: string[];
+  phonesE164: string[];
+}
+
+interface DedupSuggestionPanelProps {
+  /** Free-text inputs from the in-flight new-client form. The panel
+   *  debounces them and queries /api/v1/clients/match-candidates. */
+  email?: string | null;
+  phone?: string | null;
+  name?: string | null;
+  /** Caller wants to attach the new interest to an existing client
+   *  rather than creating a new one. The form switches to
+   *  interest-only mode and pre-fills the client. */
+  onUseExisting: (match: MatchData) => void;
+  /** User explicitly said "create new anyway." Hide the panel until
+   *  they change input again. */
+  onDismiss?: () => void;
+}
+
+/**
+ * Surfaces existing clients that match the form's in-flight inputs.
+ *
+ * Renders nothing while inputs are short / no useful match found.
+ * On a high-confidence match, the panel interrupts visually with a
+ * solid border and a primary "Use this client" button.
+ *
+ * Wired into the new-client form. Skipped in edit mode.
+ */
+export function DedupSuggestionPanel({
+  email,
+  phone,
+  name,
+  onUseExisting,
+  onDismiss,
+}: DedupSuggestionPanelProps) {
+  const [dismissed, setDismissed] = useState(false);
+
+  // Debounce inputs by 300ms so we don't fire on every keystroke. Keep
+  // the latest debounced values in component state.
+  const [debounced, setDebounced] = useState({
+    email: email ?? '',
+    phone: phone ?? '',
+    name: name ?? '',
+  });
+
+  useEffect(() => {
+    const t = setTimeout(() => {
+      setDebounced({ email: email ?? '', phone: phone ?? '', name: name ?? '' });
+      // Clear the dismissed flag when inputs change — the user typed
+      // something new, so the prior dismissal no longer applies.
+      setDismissed(false);
+    }, 300);
+    return () => clearTimeout(t);
+  }, [email, phone, name]);
+
+  const hasSomething =
+    debounced.email.length > 3 || debounced.phone.length > 3 || debounced.name.length > 2;
+
+  const { data, isFetching } = useQuery<{ data: MatchData[] }>({
+    queryKey: ['dedup-match-candidates', debounced],
+    queryFn: () => {
+      const params = new URLSearchParams();
+      if (debounced.email) params.set('email', debounced.email);
+      if (debounced.phone) params.set('phone', debounced.phone);
+      if (debounced.name) params.set('name', debounced.name);
+      return apiFetch<{ data: MatchData[] }>(`/api/v1/clients/match-candidates?${params}`);
+    },
+    enabled: hasSomething && !dismissed,
+    // Same query is fine to cache for a minute — moves are slow at this layer.
+    staleTime: 60_000,
+  });
+
+  if (dismissed) return null;
+  if (!hasSomething) return null;
+  if (isFetching && !data) return null;
+  const matches = data?.data ?? [];
+  if (matches.length === 0) return null;
+
+  const top = matches[0]!;
+  const isHigh = top.confidence === 'high';
+
+  return (
+    <div
+      className={cn(
+        'rounded-lg border p-3 mb-3 transition-colors',
+        isHigh
+          ? 'border-amber-300 bg-amber-50/60 dark:bg-amber-950/30'
+          : 'border-border bg-muted/40',
+      )}
+      data-testid="dedup-suggestion"
+    >
+      <div className="flex items-start gap-3">
+        <div className="mt-0.5">
+          <AlertCircle
+            className={cn(
+              'size-5',
+              isHigh ? 'text-amber-700 dark:text-amber-400' : 'text-muted-foreground',
+            )}
+            aria-hidden
+          />
+        </div>
+        <div className="min-w-0 flex-1">
+          <p className="text-sm font-semibold leading-tight">
+            {isHigh
+              ? 'This looks like an existing client'
+              : 'Possible match — check before creating'}
+          </p>
+          <div className="mt-2 rounded-md border bg-background/80 p-2.5">
+            <div className="flex items-center gap-2">
+              <p className="truncate text-sm font-medium">{top.fullName}</p>
+              <span
+                className={cn(
+                  'shrink-0 rounded-full px-1.5 py-0.5 text-[10px] font-medium uppercase tracking-wide',
+                  isHigh
+                    ? 'bg-amber-200 text-amber-900 dark:bg-amber-800 dark:text-amber-100'
+                    : 'bg-muted text-muted-foreground',
+                )}
+              >
+                {top.confidence}
+              </span>
+            </div>
+            <div className="mt-0.5 flex flex-wrap items-center gap-x-3 gap-y-0.5 text-xs text-muted-foreground">
+              {top.emails[0] ? <span className="truncate">{top.emails[0]}</span> : null}
+              {top.phonesE164[0] ? <span>{top.phonesE164[0]}</span> : null}
+              <span className="inline-flex items-center gap-1">
+                <Briefcase className="size-3" aria-hidden />
+                {top.interestCount} {top.interestCount === 1 ? 'interest' : 'interests'}
+              </span>
+            </div>
+            <p className="mt-1.5 text-[11px] text-muted-foreground">{top.reasons.join(' · ')}</p>
+          </div>
+          <div className="mt-3 flex flex-wrap items-center gap-2">
+            <Button
+              type="button"
+              size="sm"
+              onClick={() => onUseExisting(top)}
+              data-testid="dedup-use-existing"
+            >
+              Use this client
+              <ArrowRight className="ml-1 size-3.5" aria-hidden />
+            </Button>
+            <Button
+              type="button"
+              size="sm"
+              variant="ghost"
+              onClick={() => {
+                setDismissed(true);
+                onDismiss?.();
+              }}
+              data-testid="dedup-dismiss"
+            >
+              <X className="mr-1 size-3.5" aria-hidden />
+              Create new anyway
+            </Button>
+            {matches.length > 1 ? (
+              <span className="text-xs text-muted-foreground">
+                +{matches.length - 1} other possible{' '}
+                {matches.length - 1 === 1 ? 'match' : 'matches'}
+              </span>
+            ) : null}
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

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

@@ -77,7 +77,9 @@ export function CompanyDetailHeader({ company }: CompanyDetailHeaderProps) {
   return (
     <>
       <DetailHeaderStrip>
-        <div className="flex items-start gap-3 flex-wrap">
+        {/* Stack actions below the title block on phone widths; horizontal
+            beside it from sm up. */}
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:flex-wrap sm:gap-3">
           <div className="flex-1 min-w-0">
             <div className="flex items-center gap-2 flex-wrap">
               <h1 className="hidden sm:block text-2xl font-bold text-foreground truncate">

src/components/companies/company-tabs.tsx

@@ -146,7 +146,11 @@ function OverviewTab({ companyId, company }: { companyId: string; company: Compa
           </EditableRow>
           <EditableRow label="Incorporation Date">
             <InlineEditableField
-              value={company.incorporationDate}
+              // The API returns this as an ISO timestamp ("2019-03-14T00:00:00.000Z")
+              // because Postgres `date` columns are serialized through JSON. Strip
+              // the time portion so the read-only state shows just YYYY-MM-DD,
+              // which is also the format the user types when editing.
+              value={company.incorporationDate ? company.incorporationDate.slice(0, 10) : null}
               placeholder="YYYY-MM-DD"
               onSave={save('incorporationDate')}
             />

src/components/dashboard/kpi-cards.tsx

@@ -28,11 +28,10 @@ function formatPercent(value: number): string {
 
 function KpiTileSkeleton() {
   return (
-    <div className="relative overflow-hidden rounded-xl border border-border bg-card p-5 shadow-sm">
+    <div className="relative overflow-hidden rounded-xl border border-border bg-card p-3 shadow-sm sm:p-5">
       <div className="absolute inset-x-0 top-0 h-1 bg-muted" aria-hidden />
-      <Skeleton className="h-3 w-24" />
-      <Skeleton className="mt-3 h-7 w-32" />
-      <Skeleton className="mt-2 h-3 w-12" />
+      <Skeleton className="h-3 w-20" />
+      <Skeleton className="mt-2 h-6 w-24 sm:mt-3 sm:h-7" />
     </div>
   );
 }

src/components/dashboard/my-reminders-rail.tsx

@@ -67,8 +67,11 @@ export function MyRemindersRail() {
     return `/${portSlug}/reminders`;
   }
 
+  // `h-full` only at xl: where the dashboard grid pairs this rail with
+  // a sibling chart column. On mobile (stacked) it produced a weirdly
+  // tall empty card.
   return (
-    <Card className="h-full">
+    <Card className="xl:h-full">
       <CardHeader className="flex flex-row items-start justify-between gap-2 space-y-0 pb-3">
         <div className="space-y-0.5">
           <CardTitle className="flex items-center gap-1.5 text-base">

src/components/dev/react-grab-viewport-sync.tsx

@@ -0,0 +1,104 @@
+'use client';
+
+import { useEffect } from 'react';
+
+type Edge = 'top' | 'bottom' | 'left' | 'right';
+
+interface ToolbarState {
+  edge: Edge;
+  ratio: number;
+  collapsed: boolean;
+  enabled: boolean;
+  defaultAction?: string;
+}
+
+interface ReactGrabAPI {
+  setToolbarState: (state: Partial<ToolbarState>) => void;
+  onToolbarStateChange: (cb: (state: ToolbarState) => void) => () => void;
+}
+
+declare global {
+  interface Window {
+    __REACT_GRAB__?: ReactGrabAPI;
+  }
+}
+
+const MOBILE_QUERY = '(max-width: 1023.98px)';
+const DESKTOP_KEY = 'react-grab-toolbar-state-desktop';
+const MOBILE_KEY = 'react-grab-toolbar-state-mobile';
+
+const DESKTOP_DEFAULT: Partial<ToolbarState> = {
+  edge: 'bottom',
+  ratio: 0.5,
+  collapsed: false,
+};
+
+const MOBILE_DEFAULT: Partial<ToolbarState> = {
+  edge: 'right',
+  ratio: 0.5,
+  collapsed: false,
+};
+
+export function ReactGrabViewportSync() {
+  useEffect(() => {
+    if (process.env.NODE_ENV !== 'development') return;
+
+    const cleanups: Array<() => void> = [];
+    let pollId: number | undefined;
+
+    const wireUp = (api: ReactGrabAPI) => {
+      const mql = window.matchMedia(MOBILE_QUERY);
+      const keyFor = () => (mql.matches ? MOBILE_KEY : DESKTOP_KEY);
+      const defaultFor = () => (mql.matches ? MOBILE_DEFAULT : DESKTOP_DEFAULT);
+
+      let suppressNextWrite = false;
+      const apply = () => {
+        const stored = localStorage.getItem(keyFor());
+        suppressNextWrite = true;
+        api.setToolbarState(stored ? (JSON.parse(stored) as ToolbarState) : defaultFor());
+      };
+
+      apply();
+
+      const unsubscribe = api.onToolbarStateChange((state) => {
+        if (suppressNextWrite) {
+          suppressNextWrite = false;
+          return;
+        }
+        localStorage.setItem(keyFor(), JSON.stringify(state));
+      });
+
+      mql.addEventListener('change', apply);
+      cleanups.push(unsubscribe, () => mql.removeEventListener('change', apply));
+    };
+
+    const tryWire = () => {
+      const api = window.__REACT_GRAB__;
+      if (!api) return false;
+      wireUp(api);
+      return true;
+    };
+
+    if (!tryWire()) {
+      pollId = window.setInterval(() => {
+        if (tryWire() && pollId !== undefined) {
+          window.clearInterval(pollId);
+          pollId = undefined;
+        }
+      }, 100);
+      window.setTimeout(() => {
+        if (pollId !== undefined) {
+          window.clearInterval(pollId);
+          pollId = undefined;
+        }
+      }, 5000);
+    }
+
+    return () => {
+      if (pollId !== undefined) window.clearInterval(pollId);
+      cleanups.forEach((fn) => fn());
+    };
+  }, []);
+
+  return null;
+}

src/components/interests/interest-detail-header.tsx

@@ -339,12 +339,19 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
                 </button>
               ) : (
                 <>
+                  {/* Mobile: icon-only with title tooltip + colored fill carries
+                      the won/lost meaning (green vs rose). Adding a "Won" /
+                      "Lost" text label inline blew out the cluster width and
+                      forced the Email/Call/WhatsApp action-chip row above to
+                      stack vertically — bad trade. From sm up, the full
+                      "Mark won" / "Close as lost" labels read clearly. */}
                   <button
                     type="button"
                     onClick={() => setOutcomeDialog('won')}
                     aria-label="Mark as won"
+                    title="Mark as won"
                     className={cn(
-                      'inline-flex items-center gap-1.5 rounded-md px-2.5 py-1 text-xs font-medium transition-colors',
+                      'inline-flex items-center gap-1.5 rounded-md px-2 py-1 text-xs font-medium transition-colors sm:px-2.5',
                       'border border-emerald-200 bg-emerald-50 text-emerald-700',
                       'hover:bg-emerald-100',
                     )}
@@ -356,8 +363,9 @@ export function InterestDetailHeader({ portSlug, interest }: InterestDetailHeade
                     type="button"
                     onClick={() => setOutcomeDialog('lost')}
                     aria-label="Close as lost"
+                    title="Close as lost"
                     className={cn(
-                      'inline-flex items-center gap-1.5 rounded-md px-2.5 py-1 text-xs font-medium transition-colors',
+                      'inline-flex items-center gap-1.5 rounded-md px-2 py-1 text-xs font-medium transition-colors sm:px-2.5',
                       'border border-rose-200 text-rose-700',
                       'hover:bg-rose-50',
                     )}

src/components/layout/mobile/mobile-bottom-tabs.tsx

@@ -2,7 +2,7 @@
 
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
-import { LayoutDashboard, Users, Ship, Anchor, Menu } from 'lucide-react';
+import { Anchor, FileSignature, LayoutDashboard, Menu, Users } from 'lucide-react';
 
 import { cn } from '@/lib/utils';
 
@@ -12,11 +12,27 @@ type TabSpec = {
   segment: string; // route segment after /[portSlug]/
 };
 
+// Bottom nav ordering, left → right:
+//   Dashboard  — daily overview
+//   Berths     — marina inventory grid (touches sales + ops both)
+//   Clients    — the address book / dedup surface (centered: it's the
+//                primary mental anchor for "find this person", with
+//                interests living as a tab on the client detail rather
+//                than a peer in the bottom nav)
+//   Documents  — signature tracking (chase signers, EOI queue)
+//   More       — overflow drawer (Interests, Yachts, Companies, …)
+//
+// Interests is intentionally NOT in the bottom row — having both Clients
+// and Interests as peer tabs created a Clients-vs-Interests confusion
+// for sales reps, and the per-client interests tab + the new bottom-sheet
+// drawer cover the day-to-day deal review without needing a dedicated tab.
+// Yachts stays out for the same reason as before: it's an asset record
+// most often reached from inside an interest or client, not browsed.
 const TABS: TabSpec[] = [
   { label: 'Dashboard', icon: LayoutDashboard, segment: 'dashboard' },
-  { label: 'Clients', icon: Users, segment: 'clients' },
-  { label: 'Yachts', icon: Ship, segment: 'yachts' },
   { label: 'Berths', icon: Anchor, segment: 'berths' },
+  { label: 'Clients', icon: Users, segment: 'clients' },
+  { label: 'Documents', icon: FileSignature, segment: 'documents' },
 ];
 
 export function MobileBottomTabs({ onMoreClick }: { onMoreClick: () => void }) {

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

@@ -3,17 +3,17 @@
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 import {
-  Building2,
-  Bookmark,
-  Receipt,
-  FileText,
-  FolderOpen,
-  Mail,
-  Bell,
-  ShieldAlert,
   BarChart3,
+  Bell,
+  Bookmark,
+  Building2,
+  FileText,
+  Mail,
+  Receipt,
   Settings,
   Shield,
+  ShieldAlert,
+  Ship,
 } from 'lucide-react';
 
 import {
@@ -30,13 +30,18 @@ type MoreItem = {
   segment: string;
 };
 
+// Order: most-likely overflow targets first. Interests is here (rather
+// than the bottom row) to dodge the Clients-vs-Interests UX confusion;
+// reps reach the active deals via the Interests tab on a client detail
+// (or via the new bottom-sheet drawer). Yachts is asset-record traffic
+// best reached contextually from inside an interest or client.
 const MORE_ITEMS: MoreItem[] = [
-  { label: 'Companies', icon: Building2, segment: 'companies' },
   { label: 'Interests', icon: Bookmark, segment: 'interests' },
+  { label: 'Yachts', icon: Ship, segment: 'yachts' },
+  { label: 'Companies', icon: Building2, segment: 'companies' },
   { label: 'Invoices', icon: FileText, segment: 'invoices' },
   { label: 'Expenses', icon: Receipt, segment: 'expenses' },
-  { label: 'Documents', icon: FolderOpen, segment: 'documents' },
-  { label: 'Email', icon: Mail, segment: 'email' },
+  { label: 'Inbox', icon: Mail, segment: 'email' },
   { label: 'Alerts', icon: ShieldAlert, segment: 'alerts' },
   { label: 'Reports', icon: BarChart3, segment: 'reports' },
   { label: 'Reminders', icon: Bell, segment: 'reminders' },

src/components/reminders/reminder-list.tsx

@@ -249,7 +249,9 @@ export function ReminderList() {
         }
       />
 
-      <div className="flex items-center gap-4 mb-4">
+      {/* Wrap on phone widths so the priority filter doesn't get pushed
+          off-screen by the My/All tabs + status filter taking the full row. */}
+      <div className="flex flex-wrap items-center gap-3 mb-4 sm:gap-4">
         {canViewAll && (
           <Tabs value={viewMode} onValueChange={(v) => setViewMode(v as 'my' | 'all')}>
             <TabsList>

src/components/residential/residential-clients-list.tsx

@@ -18,6 +18,7 @@ import { SubdivisionCombobox } from '@/components/shared/subdivision-combobox';
 import { PhoneInput, type PhoneInputValue } from '@/components/shared/phone-input';
 import { useRealtimeInvalidation } from '@/hooks/use-realtime-invalidation';
 import { apiFetch } from '@/lib/api/client';
+import { cn } from '@/lib/utils';
 import type { CountryCode } from '@/lib/i18n/countries';
 
 interface ResidentialClientRow {
@@ -85,7 +86,9 @@ export function ResidentialClientsList() {
         />
       </div>
 
-      <div className="rounded-lg border bg-card overflow-hidden">
+      {/* Desktop: table layout. Hidden below lg because the 6 columns clip
+          off the viewport at phone widths. */}
+      <div className="hidden lg:block rounded-lg border bg-card overflow-hidden">
         <table className="w-full text-sm">
           <thead className="bg-muted/40 text-xs text-muted-foreground">
             <tr>
@@ -137,6 +140,51 @@ export function ResidentialClientsList() {
         </table>
       </div>
 
+      {/* Mobile: card list. Each card mirrors the table row data with
+          name + status pill on top, then meta line(s) below. */}
+      <div className="lg:hidden space-y-2">
+        {isLoading && (
+          <div className="rounded-lg border bg-card px-3 py-8 text-center text-sm text-muted-foreground">
+            Loading…
+          </div>
+        )}
+        {!isLoading && data?.data.length === 0 && (
+          <div className="rounded-lg border bg-card px-3 py-8 text-center text-sm text-muted-foreground">
+            No residential clients yet.
+          </div>
+        )}
+        {data?.data.map((c) => (
+          <Link
+            key={c.id}
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            href={`/${portSlug}/residential/clients/${c.id}` as any}
+            className="block rounded-lg border bg-card p-3 transition-colors hover:bg-muted/30"
+          >
+            <div className="flex items-start justify-between gap-2">
+              <p className="font-medium text-sm truncate">{c.fullName}</p>
+              <span
+                className={cn(
+                  'shrink-0 inline-flex items-center rounded-full px-2 py-0.5 text-[10px] font-medium uppercase tracking-wide',
+                  c.status === 'active'
+                    ? 'bg-emerald-100 text-emerald-800'
+                    : c.status === 'inactive'
+                      ? 'bg-muted text-muted-foreground'
+                      : 'bg-blue-100 text-blue-800',
+                )}
+              >
+                {STATUS_LABELS[c.status] ?? c.status}
+              </span>
+            </div>
+            <div className="mt-1 flex flex-wrap items-center gap-x-2 gap-y-0.5 text-xs text-muted-foreground">
+              {c.email ? <span className="truncate">{c.email}</span> : null}
+              {c.phone ? <span>{c.phone}</span> : null}
+              {c.placeOfResidence ? <span>{c.placeOfResidence}</span> : null}
+              {c.source ? <span className="capitalize">· {c.source}</span> : null}
+            </div>
+          </Link>
+        ))}
+      </div>
+
       <NewResidentialClientSheet open={createOpen} onOpenChange={setCreateOpen} />
     </div>
   );

src/components/residential/residential-interests-list.tsx

@@ -94,7 +94,8 @@ export function ResidentialInterestsList() {
         </Select>
       </div>
 
-      <div className="rounded-lg border bg-card overflow-hidden">
+      {/* Desktop: table layout. Hidden below lg; mobile renders cards. */}
+      <div className="hidden lg:block rounded-lg border bg-card overflow-hidden">
         <table className="w-full text-sm">
           <thead className="bg-muted/40 text-xs text-muted-foreground">
             <tr>
@@ -149,6 +150,47 @@ export function ResidentialInterestsList() {
           </tbody>
         </table>
       </div>
+
+      {/* Mobile: card list. Stage as the headline (it's the most actionable
+          field for triage), preferences/notes truncated below. */}
+      <div className="lg:hidden space-y-2">
+        {isLoading && (
+          <div className="rounded-lg border bg-card px-3 py-8 text-center text-sm text-muted-foreground">
+            Loading…
+          </div>
+        )}
+        {!isLoading && data?.data.length === 0 && (
+          <div className="rounded-lg border bg-card px-3 py-8 text-center text-sm text-muted-foreground">
+            No interests match.
+          </div>
+        )}
+        {data?.data.map((i) => (
+          <Link
+            key={i.id}
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            href={`/${portSlug}/residential/interests/${i.id}` as any}
+            className="block rounded-lg border bg-card p-3 transition-colors hover:bg-muted/30"
+          >
+            <div className="flex items-start justify-between gap-2">
+              <p className="font-medium text-sm">
+                {STAGE_LABELS[i.pipelineStage] ?? i.pipelineStage}
+              </p>
+              <span className="shrink-0 text-[11px] text-muted-foreground">
+                {new Date(i.updatedAt).toLocaleDateString()}
+              </span>
+            </div>
+            {i.preferences ? (
+              <p className="mt-1 line-clamp-2 text-xs text-muted-foreground">{i.preferences}</p>
+            ) : null}
+            {i.notes ? (
+              <p className="mt-1 line-clamp-1 text-xs text-muted-foreground/80">{i.notes}</p>
+            ) : null}
+            {i.source ? (
+              <p className="mt-1 text-[11px] capitalize text-muted-foreground">{i.source}</p>
+            ) : null}
+          </Link>
+        ))}
+      </div>
     </div>
   );
 }

src/components/shared/addresses-editor.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useRef, useState } from 'react';
 import { useMutation, useQueryClient } from '@tanstack/react-query';
 import { Loader2, MapPin, Plus, Star, Trash2 } from 'lucide-react';
 import { toast } from 'sonner';
@@ -225,6 +225,14 @@ function Field({ label, children }: { label: string; children: React.ReactNode }
   );
 }
 
+/** Regional-indicator emoji flag for an ISO alpha-2 code (e.g. 'FR' → 🇫🇷). */
+function flagEmoji(code: string | null | undefined): string {
+  if (!code || code.length !== 2) return '';
+  const A = 0x1f1e6;
+  const a = 'A'.charCodeAt(0);
+  return String.fromCodePoint(A + code.charCodeAt(0) - a, A + code.charCodeAt(1) - a);
+}
+
 function CountryFieldInline({
   value,
   onSave,
@@ -233,20 +241,34 @@ function CountryFieldInline({
   onSave: (iso: string | null) => Promise<void>;
 }) {
   const [editing, setEditing] = useState(false);
+  // Tracks whether a value was picked this edit cycle so the open-change
+  // handler doesn't double-exit while commit is still in flight.
+  const pickedRef = useRef(false);
+
   if (editing) {
     return (
       <CountryCombobox
         value={value ?? null}
         onChange={async (iso) => {
+          pickedRef.current = true;
           setEditing(false);
           await onSave(iso ?? null);
         }}
         clearable
         className="w-full"
+        // Drop the user straight into the picker — no extra click on the
+        // trigger required.
+        defaultOpen
+        onOpenChange={(open) => {
+          // Auto-exit edit mode when the popover closes without a pick so
+          // the user isn't stuck staring at a "Select country…" trigger.
+          if (!open && !pickedRef.current) setEditing(false);
+          if (open) pickedRef.current = false;
+        }}
       />
     );
   }
-  const display = value ? getCountryName(value, 'en') : null;
+  const display = value ? `${flagEmoji(value)} ${getCountryName(value, 'en')}` : null;
   return (
     <button
       type="button"
@@ -268,17 +290,25 @@ function SubdivisionFieldInline({
   onSave: (code: string | null) => Promise<void>;
 }) {
   const [editing, setEditing] = useState(false);
+  const pickedRef = useRef(false);
+
   if (editing) {
     return (
       <SubdivisionCombobox
         value={value ?? null}
         country={country}
         onChange={async (code) => {
+          pickedRef.current = true;
           setEditing(false);
           await onSave(code ?? null);
         }}
         clearable
         className="w-full"
+        defaultOpen
+        onOpenChange={(open) => {
+          if (!open && !pickedRef.current) setEditing(false);
+          if (open) pickedRef.current = false;
+        }}
       />
     );
   }

src/components/shared/country-combobox.tsx

@@ -30,6 +30,12 @@ interface CountryComboboxProps {
   clearable?: boolean;
   id?: string;
   'data-testid'?: string;
+  /** Open the dropdown on first render. Used by inline-edit wrappers so the
+   *  user lands directly in the picker after clicking the edit affordance. */
+  defaultOpen?: boolean;
+  /** Notified whenever the dropdown opens/closes. Inline-edit wrappers use
+   *  this to auto-exit edit mode when the user dismisses without picking. */
+  onOpenChange?: (open: boolean) => void;
 }
 
 /**
@@ -58,8 +64,14 @@ export function CountryCombobox({
   clearable = true,
   id,
   'data-testid': testId,
+  defaultOpen = false,
+  onOpenChange,
 }: CountryComboboxProps) {
-  const [open, setOpen] = useState(false);
+  const [open, setOpen] = useState(defaultOpen);
+  const handleOpenChange = (next: boolean) => {
+    setOpen(next);
+    onOpenChange?.(next);
+  };
   const effectiveLocale = locale ?? (typeof navigator !== 'undefined' ? navigator.language : 'en');
 
   // Pre-build the options list once per locale change so the cmdk filter
@@ -75,7 +87,7 @@ export function CountryCombobox({
   const selected = value ? options.find((o) => o.code === value) : undefined;
 
   return (
-    <Popover open={open} onOpenChange={setOpen}>
+    <Popover open={open} onOpenChange={handleOpenChange}>
       <PopoverTrigger asChild>
         <Button
           id={id}

src/components/shared/inline-country-field.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useRef, useState } from 'react';
 import { Loader2, Pencil } from 'lucide-react';
 import { toast } from 'sonner';
 
@@ -31,8 +31,12 @@ export function InlineCountryField({
 }: InlineCountryFieldProps) {
   const [editing, setEditing] = useState(false);
   const [saving, setSaving] = useState(false);
+  // Set true when the user picks a value from the dropdown, so the
+  // popover-close handler knows commit() will exit edit mode itself.
+  const pickedRef = useRef(false);
 
   async function commit(next: CountryCode | null) {
+    pickedRef.current = true;
     if (next === (value ?? null)) {
       setEditing(false);
       return;
@@ -51,7 +55,23 @@ export function InlineCountryField({
   if (editing) {
     return (
       <div className={cn('flex items-center gap-1', className)}>
-        <CountryCombobox value={value} onChange={(iso) => void commit(iso)} data-testid={testId} />
+        <CountryCombobox
+          value={value}
+          onChange={(iso) => void commit(iso)}
+          data-testid={testId}
+          defaultOpen
+          onOpenChange={(open) => {
+            // When the dropdown closes without a selection, leave edit mode
+            // so the user isn't stuck staring at the trigger button. If a
+            // pick happened, commit() handles the exit (and may need to keep
+            // edit mode briefly to show the saving spinner).
+            if (!open && !pickedRef.current) {
+              setEditing(false);
+            }
+            // Reset for the next open cycle.
+            if (open) pickedRef.current = false;
+          }}
+        />
         {saving && <Loader2 className="h-3 w-3 animate-spin text-muted-foreground" />}
       </div>
     );

src/components/shared/inline-phone-field.tsx

@@ -17,6 +17,12 @@ interface InlinePhoneFieldProps {
   /** Falls back to this country if `country` isn't set. */
   defaultCountry?: CountryCode;
   onSave: (next: { e164: string | null; country: CountryCode }) => Promise<void>;
+  /**
+   * Notifies the parent when the field enters/exits edit mode. Lets the row
+   * dim or hide noise (tag chips, action buttons) while the user is focused
+   * on the editor.
+   */
+  onEditingChange?: (editing: boolean) => void;
   emptyText?: string;
   disabled?: boolean;
   className?: string;
@@ -28,12 +34,13 @@ export function InlinePhoneField({
   country,
   defaultCountry,
   onSave,
+  onEditingChange,
   emptyText = '—',
   disabled,
   className,
   'data-testid': testId,
 }: InlinePhoneFieldProps) {
-  const [editing, setEditing] = useState(false);
+  const [editing, setEditingRaw] = useState(false);
   const [draft, setDraft] = useState<PhoneInputValue | null>(() => {
     if (!e164 && !country) return null;
     return {
@@ -43,6 +50,11 @@ export function InlinePhoneField({
   });
   const [saving, setSaving] = useState(false);
 
+  function setEditing(next: boolean) {
+    setEditingRaw(next);
+    onEditingChange?.(next);
+  }
+
   async function commit() {
     const next = draft ?? { e164: null, country: defaultCountry ?? 'US' };
     if (next.e164 === (e164 ?? null) && next.country === (country ?? null)) {
@@ -62,39 +74,50 @@ export function InlinePhoneField({
 
   if (editing) {
     return (
-      <div className={cn('flex items-center gap-1', className)}>
+      // Two clean lines: country picker + number on top, action pair below.
+      <div className={cn('flex w-full flex-col gap-2.5', className)}>
         <PhoneInput
           value={draft}
           onChange={(v) => setDraft(v)}
           defaultCountry={defaultCountry}
           data-testid={testId}
         />
-        <button
-          type="button"
-          onClick={() => void commit()}
-          disabled={saving}
-          className="rounded px-2 py-1 text-xs font-medium hover:bg-muted disabled:opacity-50"
-        >
-          {saving ? <Loader2 className="h-3 w-3 animate-spin" /> : 'Save'}
-        </button>
-        <button
-          type="button"
-          onClick={() => {
-            setDraft(
-              e164 || country
-                ? {
-                    e164: e164 ?? null,
-                    country: (country as CountryCode | null) ?? defaultCountry ?? 'US',
-                  }
-                : null,
-            );
-            setEditing(false);
-          }}
-          disabled={saving}
-          className="rounded px-2 py-1 text-xs text-muted-foreground hover:bg-muted disabled:opacity-50"
-        >
-          Cancel
-        </button>
+        <div className="flex items-center justify-end gap-1.5">
+          <button
+            type="button"
+            onClick={() => {
+              setDraft(
+                e164 || country
+                  ? {
+                      e164: e164 ?? null,
+                      country: (country as CountryCode | null) ?? defaultCountry ?? 'US',
+                    }
+                  : null,
+              );
+              setEditing(false);
+            }}
+            disabled={saving}
+            className={cn(
+              'inline-flex h-8 items-center rounded-md px-3 text-xs font-medium',
+              'text-muted-foreground transition-colors hover:bg-muted hover:text-foreground',
+              'disabled:opacity-50',
+            )}
+          >
+            Cancel
+          </button>
+          <button
+            type="button"
+            onClick={() => void commit()}
+            disabled={saving}
+            className={cn(
+              'inline-flex h-8 min-w-[64px] items-center justify-center rounded-md px-3',
+              'bg-primary text-xs font-semibold text-primary-foreground shadow-sm',
+              'transition-colors hover:bg-primary/90 disabled:opacity-50',
+            )}
+          >
+            {saving ? <Loader2 className="size-3.5 animate-spin" /> : 'Save'}
+          </button>
+        </div>
       </div>
     );
   }

src/components/shared/inline-timezone-field.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useRef, useState } from 'react';
 import { Loader2, Pencil } from 'lucide-react';
 import { toast } from 'sonner';
 
@@ -31,8 +31,12 @@ export function InlineTimezoneField({
 }: InlineTimezoneFieldProps) {
   const [editing, setEditing] = useState(false);
   const [saving, setSaving] = useState(false);
+  // Set true when the user picks a value from the dropdown, so the
+  // popover-close handler knows commit() will exit edit mode itself.
+  const pickedRef = useRef(false);
 
   async function commit(next: string | null) {
+    pickedRef.current = true;
     if (next === (value ?? null)) {
       setEditing(false);
       return;
@@ -56,6 +60,16 @@ export function InlineTimezoneField({
           onChange={(tz) => void commit(tz)}
           countryHint={countryHint ?? undefined}
           data-testid={testId}
+          defaultOpen
+          onOpenChange={(open) => {
+            // Auto-exit edit mode when the dropdown closes without a pick,
+            // so the user isn't stuck looking at the trigger. commit() owns
+            // the exit when a value was selected.
+            if (!open && !pickedRef.current) {
+              setEditing(false);
+            }
+            if (open) pickedRef.current = false;
+          }}
         />
         {saving && <Loader2 className="h-3 w-3 animate-spin text-muted-foreground" />}
       </div>

src/components/shared/responsive-tabs.tsx

@@ -1,16 +1,9 @@
 'use client';
 
-import { type ReactNode } from 'react';
+import { useEffect, useRef, type ReactNode } from 'react';
 
 import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
 import { Badge } from '@/components/ui/badge';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@/components/ui/select';
 
 export interface ResponsiveTab {
   id: string;
@@ -26,47 +19,56 @@ interface ResponsiveTabsProps {
 }
 
 /**
- * Tabs that collapse to a native <Select> on phone-sized viewports.
- * Above sm: TabsList renders. At/below sm: a Select dropdown replaces the tab strip.
+ * Tab strip that scrolls horizontally on narrow viewports. The active tab is
+ * automatically scrolled into view so users can tell at a glance that more
+ * tabs exist beyond the visible edge.
+ *
+ * Previously this collapsed to a <Select> on phone widths, but that read as
+ * a generic dropdown and obscured the fact that multiple peer tabs exist.
  */
 export function ResponsiveTabs({ tabs, value, onValueChange }: ResponsiveTabsProps) {
+  const listRef = useRef<HTMLDivElement>(null);
+
+  // Keep the active trigger in view when the value changes externally
+  // (e.g. ?tab= in the URL or a back/forward navigation).
+  useEffect(() => {
+    const root = listRef.current;
+    if (!root) return;
+    const active = root.querySelector<HTMLButtonElement>(`[data-tab-id="${CSS.escape(value)}"]`);
+    if (active) {
+      active.scrollIntoView({ block: 'nearest', inline: 'nearest', behavior: 'smooth' });
+    }
+  }, [value]);
+
   return (
     <Tabs value={value} onValueChange={onValueChange}>
-      {/* Mobile: select dropdown */}
-      <div className="sm:hidden">
-        <Select value={value} onValueChange={onValueChange}>
-          <SelectTrigger>
-            <SelectValue />
-          </SelectTrigger>
-          <SelectContent>
-            {tabs.map((tab) => (
-              <SelectItem key={tab.id} value={tab.id}>
-                <span className="flex items-center gap-1.5">
-                  {tab.label}
-                  {tab.badge !== undefined && tab.badge !== null && (
-                    <span className="text-xs text-muted-foreground">({tab.badge})</span>
-                  )}
-                </span>
-              </SelectItem>
-            ))}
-          </SelectContent>
-        </Select>
+      {/* Single scrollable strip for all viewport widths.
+          The wrapper handles horizontal overflow with momentum scroll on
+          touch devices; the inner TabsList stays its natural width and
+          slides under the wrapper. */}
+      <div
+        ref={listRef}
+        className="overflow-x-auto -mx-2 px-2 [scrollbar-width:none] [&::-webkit-scrollbar]:hidden"
+      >
+        <TabsList className="inline-flex w-max">
+          {tabs.map((tab) => (
+            <TabsTrigger
+              key={tab.id}
+              value={tab.id}
+              className="gap-1.5 whitespace-nowrap"
+              data-tab-id={tab.id}
+            >
+              {tab.label}
+              {tab.badge !== undefined && tab.badge !== null && (
+                <Badge variant="secondary" className="px-1.5 py-0 text-xs">
+                  {tab.badge}
+                </Badge>
+              )}
+            </TabsTrigger>
+          ))}
+        </TabsList>
       </div>
 
-      {/* Desktop / tablet: tab strip */}
-      <TabsList className="hidden sm:flex">
-        {tabs.map((tab) => (
-          <TabsTrigger key={tab.id} value={tab.id} className="gap-1.5">
-            {tab.label}
-            {tab.badge !== undefined && tab.badge !== null && (
-              <Badge variant="secondary" className="px-1.5 py-0 text-xs">
-                {tab.badge}
-              </Badge>
-            )}
-          </TabsTrigger>
-        ))}
-      </TabsList>
-
       {tabs.map((tab) => (
         <TabsContent key={tab.id} value={tab.id} className="mt-4">
           {tab.content}

src/components/shared/subdivision-combobox.tsx

@@ -32,6 +32,11 @@ interface SubdivisionComboboxProps {
   clearable?: boolean;
   id?: string;
   'data-testid'?: string;
+  /** Open the dropdown on first render. Used by inline-edit wrappers. */
+  defaultOpen?: boolean;
+  /** Notified whenever the dropdown opens/closes. Inline-edit wrappers use
+   *  this to auto-exit edit mode when the user dismisses without picking. */
+  onOpenChange?: (open: boolean) => void;
 }
 
 export function SubdivisionCombobox({
@@ -44,8 +49,14 @@ export function SubdivisionCombobox({
   clearable = true,
   id,
   'data-testid': testId,
+  defaultOpen = false,
+  onOpenChange,
 }: SubdivisionComboboxProps) {
-  const [open, setOpen] = useState(false);
+  const [open, setOpen] = useState(defaultOpen);
+  const handleOpenChange = (next: boolean) => {
+    setOpen(next);
+    onOpenChange?.(next);
+  };
 
   const options = useMemo(() => {
     if (!country) return [];
@@ -64,7 +75,7 @@ export function SubdivisionCombobox({
   else triggerLabel = placeholder;
 
   return (
-    <Popover open={open} onOpenChange={setOpen}>
+    <Popover open={open} onOpenChange={handleOpenChange}>
       <PopoverTrigger asChild>
         <Button
           id={id}

src/components/shared/timezone-combobox.tsx

@@ -29,6 +29,11 @@ interface TimezoneComboboxProps {
   clearable?: boolean;
   id?: string;
   'data-testid'?: string;
+  /** Open the dropdown on first render. Used by inline-edit wrappers. */
+  defaultOpen?: boolean;
+  /** Notified whenever the dropdown opens/closes. Inline-edit wrappers use
+   *  this to auto-exit edit mode when the user dismisses without picking. */
+  onOpenChange?: (open: boolean) => void;
 }
 
 export function TimezoneCombobox({
@@ -41,8 +46,14 @@ export function TimezoneCombobox({
   clearable = true,
   id,
   'data-testid': testId,
+  defaultOpen = false,
+  onOpenChange,
 }: TimezoneComboboxProps) {
-  const [open, setOpen] = useState(false);
+  const [open, setOpen] = useState(defaultOpen);
+  const handleOpenChange = (next: boolean) => {
+    setOpen(next);
+    onOpenChange?.(next);
+  };
 
   const allOptions = useMemo(() => {
     return listAllTimezones().map((tz) => ({
@@ -66,7 +77,7 @@ export function TimezoneCombobox({
   const selectedLabel = value ? formatTimezoneLabel(value) : placeholder;
 
   return (
-    <Popover open={open} onOpenChange={setOpen}>
+    <Popover open={open} onOpenChange={handleOpenChange}>
       <PopoverTrigger asChild>
         <Button
           id={id}

src/components/ui/kpi-tile.tsx

@@ -45,7 +45,7 @@ export function KPITile({
     <div
       data-testid="kpi-tile"
       className={cn(
-        'group relative overflow-hidden rounded-xl border border-border bg-gradient-brand-soft p-5 shadow-sm transition-all duration-base ease-smooth hover:shadow-md',
+        'group relative overflow-hidden rounded-xl border border-border bg-gradient-brand-soft p-3 shadow-sm transition-all duration-base ease-smooth hover:shadow-md sm:p-5',
         className,
       )}
       {...props}
@@ -53,10 +53,12 @@ export function KPITile({
       <div className={cn('absolute inset-x-0 top-0 h-1', ACCENT_STRIPES[accent])} aria-hidden />
       <div className="flex items-start justify-between gap-4">
         <div className="min-w-0">
-          <div className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
+          <div className="text-[10px] font-medium uppercase tracking-wide text-muted-foreground sm:text-xs">
             {title}
           </div>
-          <div className="mt-2 text-2xl font-semibold tabular-nums text-foreground">{value}</div>
+          <div className="mt-1 truncate text-lg font-semibold tabular-nums text-foreground sm:mt-2 sm:text-2xl">
+            {value}
+          </div>
           {typeof delta === 'number' ? (
             <div className={cn('mt-1 text-xs font-medium', deltaClass)}>
               {deltaPrefix}

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

@@ -142,7 +142,10 @@ export function YachtDetailHeader({ yacht }: YachtDetailHeaderProps) {
   return (
     <>
       <DetailHeaderStrip>
-        <div className="flex items-start gap-3 flex-wrap">
+        {/* Stacks vertically on phone widths so the action cluster doesn't
+            crush the status pill / owner row. From sm up, title block sits
+            beside actions in the original layout. */}
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:gap-3 sm:flex-wrap">
           <div className="flex-1 min-w-0">
             <div className="flex items-center gap-2 flex-wrap">
               <h1 className="hidden sm:block text-2xl font-bold text-foreground truncate">

src/lib/db/migrations/0021_unusual_azazel.sql

@@ -0,0 +1,30 @@
+CREATE TABLE "client_merge_candidates" (
+	"id" text PRIMARY KEY NOT NULL,
+	"port_id" text NOT NULL,
+	"client_a_id" text NOT NULL,
+	"client_b_id" text NOT NULL,
+	"score" integer NOT NULL,
+	"reasons" jsonb NOT NULL,
+	"status" text DEFAULT 'pending' NOT NULL,
+	"created_at" timestamp with time zone DEFAULT now() NOT NULL,
+	"resolved_at" timestamp with time zone,
+	"resolved_by" text
+);
+--> statement-breakpoint
+CREATE TABLE "migration_source_links" (
+	"id" text PRIMARY KEY NOT NULL,
+	"source_system" text NOT NULL,
+	"source_id" text NOT NULL,
+	"target_entity_type" text NOT NULL,
+	"target_entity_id" text NOT NULL,
+	"applied_id" text NOT NULL,
+	"applied_by" text,
+	"applied_at" timestamp with time zone DEFAULT now() NOT NULL
+);
+--> statement-breakpoint
+ALTER TABLE "client_merge_candidates" ADD CONSTRAINT "client_merge_candidates_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 "client_merge_candidates" ADD CONSTRAINT "client_merge_candidates_client_a_id_clients_id_fk" FOREIGN KEY ("client_a_id") REFERENCES "public"."clients"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "client_merge_candidates" ADD CONSTRAINT "client_merge_candidates_client_b_id_clients_id_fk" FOREIGN KEY ("client_b_id") REFERENCES "public"."clients"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "idx_cmc_port_status" ON "client_merge_candidates" USING btree ("port_id","status");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_cmc_pair" ON "client_merge_candidates" USING btree ("port_id","client_a_id","client_b_id");--> statement-breakpoint
+CREATE UNIQUE INDEX "idx_msl_source_target" ON "migration_source_links" USING btree ("source_system","source_id","target_entity_type");

src/lib/db/migrations/0022_magenta_madame_hydra.sql

@@ -0,0 +1,2 @@
+ALTER TABLE "clients" ADD COLUMN "merged_into_client_id" text;--> statement-breakpoint
+CREATE INDEX "idx_clients_merged_into" ON "clients" USING btree ("merged_into_client_id");

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

@@ -148,6 +148,20 @@
       "when": 1777814682110,
       "tag": "0020_medical_betty_brant",
       "breakpoints": true
+    },
+    {
+      "idx": 21,
+      "version": "7",
+      "when": 1777811835982,
+      "tag": "0021_unusual_azazel",
+      "breakpoints": true
+    },
+    {
+      "idx": 22,
+      "version": "7",
+      "when": 1777812671833,
+      "tag": "0022_magenta_madame_hydra",
+      "breakpoints": true
     }
   ]
 }

src/lib/db/schema/clients.ts

@@ -2,6 +2,7 @@ import {
   pgTable,
   text,
   boolean,
+  integer,
   timestamp,
   jsonb,
   index,
@@ -30,6 +31,11 @@ export const clients = pgTable(
     source: text('source'), // website, manual, referral, broker
     sourceDetails: text('source_details'),
     archivedAt: timestamp('archived_at', { withTimezone: true }),
+    /** When this client was merged into another (the "loser" of a dedup
+     *  merge), this points at the surviving client. Used by the
+     *  /admin/duplicates review queue to redirect any stragglers, and by
+     *  the unmerge flow to restore. Null for live clients. */
+    mergedIntoClientId: text('merged_into_client_id'),
     createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
   },
@@ -38,6 +44,7 @@ export const clients = pgTable(
     index('idx_clients_name').on(table.portId, table.fullName),
     index('idx_clients_archived').on(table.portId, table.archivedAt),
     index('idx_clients_nationality_iso').on(table.nationalityIso),
+    index('idx_clients_merged_into').on(table.mergedIntoClientId),
   ],
 );
 
@@ -145,6 +152,54 @@ export const clientMergeLog = pgTable(
   (table) => [index('idx_cml_port').on(table.portId)],
 );
 
+/**
+ * Pairs of clients flagged by the background scoring job as potential
+ * duplicates. The `/admin/duplicates` review queue reads from here.
+ *
+ * Lifecycle:
+ *   - Background job inserts a row when a pair scores >= the
+ *     `dedup_review_queue_threshold` system setting.
+ *   - User reviews in the admin UI and either merges (status='merged')
+ *     or dismisses (status='dismissed').
+ *   - Subsequent runs of the scoring job skip pairs already
+ *     `dismissed` so the same false-positive doesn't keep reappearing.
+ *     A future score increase recreates the row.
+ *
+ * Pairs are stored canonically with `clientAId < clientBId` (string
+ * comparison) so the same pair only generates one row regardless of
+ * scoring direction.
+ */
+export const clientMergeCandidates = pgTable(
+  'client_merge_candidates',
+  {
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
+    portId: text('port_id')
+      .notNull()
+      .references(() => ports.id),
+    clientAId: text('client_a_id')
+      .notNull()
+      .references(() => clients.id, { onDelete: 'cascade' }),
+    clientBId: text('client_b_id')
+      .notNull()
+      .references(() => clients.id, { onDelete: 'cascade' }),
+    score: integer('score').notNull(),
+    /** Human-readable rule list, e.g. ["email match", "phone match"]. */
+    reasons: jsonb('reasons').notNull(),
+    status: text('status').notNull().default('pending'), // pending | dismissed | merged
+    createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+    resolvedAt: timestamp('resolved_at', { withTimezone: true }),
+    resolvedBy: text('resolved_by'),
+  },
+  (table) => [
+    index('idx_cmc_port_status').on(table.portId, table.status),
+    // Same pair shouldn't surface twice — enforce uniqueness on the
+    // canonical (a < b) ordering.
+    uniqueIndex('idx_cmc_pair').on(table.portId, table.clientAId, table.clientBId),
+  ],
+);
+
 export const clientAddresses = pgTable(
   'client_addresses',
   {
@@ -190,3 +245,5 @@ export type ClientMergeLog = typeof clientMergeLog.$inferSelect;
 export type NewClientMergeLog = typeof clientMergeLog.$inferInsert;
 export type ClientAddress = typeof clientAddresses.$inferSelect;
 export type NewClientAddress = typeof clientAddresses.$inferInsert;
+export type ClientMergeCandidate = typeof clientMergeCandidates.$inferSelect;
+export type NewClientMergeCandidate = typeof clientMergeCandidates.$inferInsert;

src/lib/db/schema/index.ts

@@ -56,5 +56,8 @@ export * from './ai-usage';
 // GDPR export tracking (Phase 3d)
 export * from './gdpr';
 
+// Migration ledger (one-shot scripts — NocoDB import etc.)
+export * from './migration';
+
 // Relations (must come last — references all tables)
 export * from './relations';

src/lib/db/schema/migration.ts

@@ -0,0 +1,48 @@
+import { pgTable, text, timestamp, uniqueIndex } from 'drizzle-orm/pg-core';
+
+/**
+ * Idempotency ledger for one-shot data migrations from external sources
+ * (e.g. the legacy NocoDB Interests table).
+ *
+ * Every entity created during a migration script's `--apply` run gets a
+ * row here mapping the source-system row identifier to the new-system
+ * entity id. Re-running `--apply` against the same report skips rows
+ * already linked, so partial-failure resumption is just "run again."
+ *
+ * One source row can generate multiple new entities (e.g. one NocoDB
+ * Interests row → one client + one interest + one yacht), so the
+ * uniqueness constraint includes `target_entity_type`.
+ */
+export const migrationSourceLinks = pgTable(
+  'migration_source_links',
+  {
+    id: text('id')
+      .primaryKey()
+      .$defaultFn(() => crypto.randomUUID()),
+    /** e.g. 'nocodb_interests', 'nocodb_residences', 'nocodb_website_submissions'. */
+    sourceSystem: text('source_system').notNull(),
+    /** Source row identifier as a string (NocoDB IDs are integers; we keep
+     *  text here for forward compat with other sources). */
+    sourceId: text('source_id').notNull(),
+    /** e.g. 'client', 'interest', 'yacht', 'document'. */
+    targetEntityType: text('target_entity_type').notNull(),
+    /** UUID of the new-system entity (clients.id, interests.id, etc.). */
+    targetEntityId: text('target_entity_id').notNull(),
+    /** Apply-id from the migration run that created this link — pairs with
+     *  the on-disk apply manifest so `--rollback --apply-id <id>` knows
+     *  exactly which links to remove. */
+    appliedId: text('applied_id').notNull(),
+    appliedBy: text('applied_by'),
+    appliedAt: timestamp('applied_at', { withTimezone: true }).notNull().defaultNow(),
+  },
+  (table) => [
+    uniqueIndex('idx_msl_source_target').on(
+      table.sourceSystem,
+      table.sourceId,
+      table.targetEntityType,
+    ),
+  ],
+);
+
+export type MigrationSourceLink = typeof migrationSourceLinks.$inferSelect;
+export type NewMigrationSourceLink = typeof migrationSourceLinks.$inferInsert;

src/lib/dedup/find-matches.ts

@@ -0,0 +1,255 @@
+/**
+ * Client-match finder — pure scoring logic.
+ *
+ * Compares one input candidate against a pool of existing candidates and
+ * returns scored matches. Used by:
+ *   - the at-create suggestion in client/interest forms (Layer 1)
+ *   - the public-form auto-link path (when score >= block threshold)
+ *   - the nightly background scoring job (Layer 3)
+ *   - the migration script's dedup pass
+ *
+ * Performance shape: blocking via email / phone / surname-token reduces
+ * the pairwise scan from O(n²) to ~O(n) for any pool size we'll see in
+ * production. See `findClientMatches` for the blocking implementation.
+ *
+ * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §4.
+ */
+
+import { parsePhoneScriptSafe as parsePhone } from './phone-parse';
+
+import { levenshtein } from './normalize';
+
+// ─── Types ──────────────────────────────────────────────────────────────────
+
+export interface MatchCandidate {
+  id: string;
+  fullName: string | null;
+  /** Lowercased last non-particle token from `normalizeName(...).surnameToken`.
+   *  Used as a blocking key. */
+  surnameToken: string | null;
+  /** Already lowercased + validated via `normalizeEmail`. */
+  emails: string[];
+  /** Already canonical E.164 via `normalizePhone`. */
+  phonesE164: string[];
+  /** Address country (NOT phone country) — used for tiebreaking, not scoring. */
+  countryIso: string | null;
+}
+
+export type MatchConfidence = 'high' | 'medium' | 'low';
+
+export interface MatchResult {
+  candidate: MatchCandidate;
+  /** 0–100 after capping. */
+  score: number;
+  /** Human-readable list of which rules contributed. Useful for the
+   *  review queue UI ("matched on email + phone + surname token"). */
+  reasons: string[];
+  confidence: MatchConfidence;
+}
+
+export interface DedupThresholds {
+  /** Inclusive lower bound for `'high'` confidence. */
+  highScore: number;
+  /** Inclusive lower bound for `'medium'` confidence. Below this is `'low'`. */
+  mediumScore: number;
+}
+
+// ─── Public entry point ─────────────────────────────────────────────────────
+
+/**
+ * Compare `input` against every reachable candidate in `pool` and return
+ * scored matches, sorted by score descending. The result list includes
+ * low-confidence hits — caller filters by `confidence` or `score`
+ * depending on use case.
+ *
+ * Self-matches (an entry with `id === input.id`, e.g. when re-scoring an
+ * existing client during a background job) are excluded.
+ */
+export function findClientMatches(
+  input: MatchCandidate,
+  pool: MatchCandidate[],
+  thresholds: DedupThresholds,
+): MatchResult[] {
+  if (pool.length === 0) return [];
+
+  // ── Phase 1: build blocking indexes off the pool. ─────────────────────────
+  //
+  // Three indexes mean any candidate that shares ANY of (email / phone /
+  // surname-token) with the input shows up in the comparison set. Anything
+  // that shares NONE is structurally too different to be a duplicate and
+  // is skipped — this is what keeps the algorithm O(n) at scale.
+  const byEmail = new Map<string, MatchCandidate[]>();
+  const byPhone = new Map<string, MatchCandidate[]>();
+  const bySurnameToken = new Map<string, MatchCandidate[]>();
+
+  for (const c of pool) {
+    if (c.id === input.id) continue;
+    for (const email of c.emails) {
+      pushTo(byEmail, email, c);
+    }
+    for (const phone of c.phonesE164) {
+      pushTo(byPhone, phone, c);
+    }
+    if (c.surnameToken) {
+      pushTo(bySurnameToken, c.surnameToken, c);
+    }
+  }
+
+  // ── Phase 2: gather the comparison set via the blocking indexes. ─────────
+  const comparisonSet = new Map<string, MatchCandidate>();
+  for (const email of input.emails) {
+    for (const c of byEmail.get(email) ?? []) {
+      comparisonSet.set(c.id, c);
+    }
+  }
+  for (const phone of input.phonesE164) {
+    for (const c of byPhone.get(phone) ?? []) {
+      comparisonSet.set(c.id, c);
+    }
+  }
+  if (input.surnameToken) {
+    for (const c of bySurnameToken.get(input.surnameToken) ?? []) {
+      comparisonSet.set(c.id, c);
+    }
+  }
+
+  // ── Phase 3: score every candidate that survived blocking. ───────────────
+  const results: MatchResult[] = [];
+  for (const candidate of comparisonSet.values()) {
+    const r = scorePair(input, candidate);
+    results.push(r);
+  }
+
+  // ── Phase 4: sort by score desc + assign confidence tier. ────────────────
+  results.sort((a, b) => b.score - a.score);
+  for (const r of results) {
+    r.confidence = classify(r.score, thresholds);
+  }
+  return results;
+}
+
+// ─── Scoring ────────────────────────────────────────────────────────────────
+
+/**
+ * Score one (input, candidate) pair against the rule set in design §4.2.
+ * Compounding: positive rules sum, negative rules subtract; the result is
+ * clamped to [0, 100]. Reasons accumulate in the order rules fire so the
+ * review-queue UI can show "matched on email + phone".
+ */
+function scorePair(a: MatchCandidate, b: MatchCandidate): MatchResult {
+  let score = 0;
+  const reasons: string[] = [];
+
+  // ── Positive rules. ──────────────────────────────────────────────────────
+
+  const sharedEmail = a.emails.find((e) => b.emails.includes(e));
+  const emailMatch = !!sharedEmail;
+  if (emailMatch) {
+    score += 60;
+    reasons.push('email match');
+  }
+
+  const sharedPhone = a.phonesE164.find((p) => b.phonesE164.includes(p) && countDigits(p) >= 8);
+  const phoneMatch = !!sharedPhone;
+  if (phoneMatch) {
+    score += 50;
+    reasons.push('phone match');
+  }
+
+  const aNameNorm = (a.fullName ?? '').toLowerCase().trim();
+  const bNameNorm = (b.fullName ?? '').toLowerCase().trim();
+  const nameExactMatch = aNameNorm.length > 0 && aNameNorm === bNameNorm;
+  if (nameExactMatch) {
+    score += 20;
+    reasons.push('name match');
+  }
+
+  // Surname + given-name fuzzy. Only fires when names are NOT exactly
+  // equal — avoids double-counting with the rule above. Catches
+  // 'Constanzo' / 'Costanzo', 'Marc' / 'Marcus' etc. when other contact
+  // signals confirm them.
+  if (!nameExactMatch && a.surnameToken && b.surnameToken && a.surnameToken === b.surnameToken) {
+    const aGiven = (a.fullName ?? '').toLowerCase().split(/\s+/)[0] ?? '';
+    const bGiven = (b.fullName ?? '').toLowerCase().split(/\s+/)[0] ?? '';
+    if (aGiven && bGiven && levenshtein(aGiven, bGiven) <= 1) {
+      score += 15;
+      reasons.push('surname + given-name fuzzy match');
+    }
+  }
+
+  // ── Negative rules. ──────────────────────────────────────────────────────
+
+  // Same email but the two parties' phone numbers belong to different
+  // countries. Common when one inbox is shared by spouses / coworkers
+  // and the actual phone owners are distinct people. Don't auto-merge.
+  if (emailMatch && !phoneMatch && a.phonesE164.length > 0 && b.phonesE164.length > 0) {
+    const aCountries = phoneCountriesOf(a);
+    const bCountries = phoneCountriesOf(b);
+    const overlap = [...aCountries].some((c) => bCountries.has(c));
+    if (!overlap && aCountries.size > 0 && bCountries.size > 0) {
+      score -= 15;
+      reasons.push('phone country mismatch (negative)');
+    }
+  }
+
+  // Same name but no contact match. Two distinct people with the same
+  // name (common for "John Smith") sneak through name-based blocking;
+  // penalize so the score lands below the auto-merge threshold.
+  if (nameExactMatch && !emailMatch && !phoneMatch) {
+    score -= 20;
+    reasons.push('name match but no shared contact (negative)');
+  }
+
+  return {
+    candidate: b,
+    score: clamp(score, 0, 100),
+    reasons,
+    confidence: 'low', // assigned by caller after threshold lookup
+  };
+}
+
+// ─── Helpers ────────────────────────────────────────────────────────────────
+
+function pushTo<K, V>(map: Map<K, V[]>, key: K, value: V): void {
+  const existing = map.get(key);
+  if (existing) {
+    existing.push(value);
+  } else {
+    map.set(key, [value]);
+  }
+}
+
+function classify(score: number, thresholds: DedupThresholds): MatchConfidence {
+  if (score >= thresholds.highScore) return 'high';
+  if (score >= thresholds.mediumScore) return 'medium';
+  return 'low';
+}
+
+function clamp(value: number, min: number, max: number): number {
+  if (value < min) return min;
+  if (value > max) return max;
+  return value;
+}
+
+function countDigits(s: string): number {
+  let count = 0;
+  for (let i = 0; i < s.length; i += 1) {
+    const code = s.charCodeAt(i);
+    if (code >= 48 && code <= 57) count += 1;
+  }
+  return count;
+}
+
+/**
+ * Resolve each phone in a candidate to its ISO country code (via
+ * libphonenumber-js). Cached per call; the surrounding caller doesn't
+ * batch so we accept the parse cost.
+ */
+function phoneCountriesOf(c: MatchCandidate): Set<string> {
+  const out = new Set<string>();
+  for (const p of c.phonesE164) {
+    const parsed = parsePhone(p);
+    if (parsed.country) out.add(parsed.country);
+  }
+  return out;
+}

src/lib/dedup/migration-apply.ts

@@ -0,0 +1,362 @@
+/**
+ * Apply phase for the legacy NocoDB → CRM migration. Walks a
+ * `MigrationPlan` produced by {@link transformSnapshot} and writes
+ * the new client / contact / address / yacht / interest rows into the
+ * target port.
+ *
+ * Idempotent: every insert is guarded by a `migration_source_links`
+ * lookup keyed on `(source_system, source_id, target_entity_type)`, so
+ * a partial failure can be resumed by re-running the script. Re-runs
+ * against an already-applied plan are a near-no-op.
+ *
+ * Per-entity transactions (not one giant transaction) — the design
+ * favours visible partial progress on failure over all-or-nothing.
+ *
+ * @see src/lib/dedup/migration-transform.ts for the input shape.
+ * @see src/lib/db/schema/migration.ts for the idempotency ledger.
+ */
+
+import { and, eq, inArray } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { clients, clientContacts, clientAddresses } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { yachts } from '@/lib/db/schema/yachts';
+import { berths } from '@/lib/db/schema/berths';
+import { migrationSourceLinks } from '@/lib/db/schema/migration';
+import type { MigrationPlan, PlannedClient, PlannedInterest } from './migration-transform';
+
+const SOURCE_SYSTEM = 'nocodb_interests';
+
+/**
+ * Convert a legacy bare mooring string like "D32" / "A1" / "E18" to the
+ * dashed/padded form "D-32" / "A-01" / "E-18" used by the new berths
+ * schema. If the input doesn't match the bare pattern, returns it
+ * unchanged so a literal lookup can still hit (handles the case where
+ * the legacy data already has the dashed form).
+ *
+ * Multi-mooring strings ("A3, D30") return the original string —
+ * those need human review and we don't want to silently pick one half.
+ */
+function normalizeLegacyMooring(raw: string): string {
+  // Bare letter+digits, e.g. "D32"
+  const m = /^([A-E])(\d{1,3})$/i.exec(raw.trim());
+  if (!m) return raw;
+  const letter = m[1]!.toUpperCase();
+  const num = parseInt(m[2]!, 10);
+  return `${letter}-${num.toString().padStart(2, '0')}`;
+}
+
+export interface ApplyResult {
+  applyId: string;
+  clientsInserted: number;
+  clientsSkipped: number;
+  contactsInserted: number;
+  addressesInserted: number;
+  yachtsInserted: number;
+  interestsInserted: number;
+  interestsSkipped: number;
+  warnings: string[];
+}
+
+export interface ApplyOptions {
+  port: { id: string; slug: string };
+  applyId: string;
+  /** Set to true for the "preview the writes" mode — runs every read but
+   *  rolls back inserts. Useful for verifying mappings before committing. */
+  rehearsal?: boolean;
+  appliedBy?: string;
+}
+
+/**
+ * Look up an existing migration link for a (sourceId, targetType) pair.
+ * Returns the existing target entity id if already linked.
+ */
+async function resolveExistingLink(
+  sourceId: number,
+  targetEntityType: 'client' | 'interest' | 'yacht' | 'address',
+): Promise<string | null> {
+  const rows = await db
+    .select({ id: migrationSourceLinks.targetEntityId })
+    .from(migrationSourceLinks)
+    .where(
+      and(
+        eq(migrationSourceLinks.sourceSystem, SOURCE_SYSTEM),
+        eq(migrationSourceLinks.sourceId, String(sourceId)),
+        eq(migrationSourceLinks.targetEntityType, targetEntityType),
+      ),
+    )
+    .limit(1);
+  return rows[0]?.id ?? null;
+}
+
+/** Find the first sourceId in a cluster that's already linked to a client,
+ *  if any. The cluster might be larger than the previously-applied set if
+ *  the dedup algorithm collapsed an extra duplicate this run. */
+async function resolveExistingClusterClient(sourceIds: number[]): Promise<string | null> {
+  if (sourceIds.length === 0) return null;
+  const rows = await db
+    .select({ id: migrationSourceLinks.targetEntityId })
+    .from(migrationSourceLinks)
+    .where(
+      and(
+        eq(migrationSourceLinks.sourceSystem, SOURCE_SYSTEM),
+        inArray(migrationSourceLinks.sourceId, sourceIds.map(String)),
+        eq(migrationSourceLinks.targetEntityType, 'client'),
+      ),
+    )
+    .limit(1);
+  return rows[0]?.id ?? null;
+}
+
+/** Apply a single PlannedClient — returns `{clientId, inserted}` so the
+ *  caller can wire interests against the (possibly pre-existing) record. */
+async function applyClient(
+  planned: PlannedClient,
+  opts: ApplyOptions,
+  result: ApplyResult,
+): Promise<{ clientId: string; inserted: boolean }> {
+  // Idempotency: if any source row in the cluster already mapped to a client,
+  // reuse that record.
+  const existing = await resolveExistingClusterClient(planned.sourceIds);
+  if (existing) {
+    result.clientsSkipped += 1;
+    return { clientId: existing, inserted: false };
+  }
+
+  if (opts.rehearsal) {
+    // Simulate an insert without writing — used for the preview path.
+    return { clientId: `rehearsal-${planned.tempId}`, inserted: true };
+  }
+
+  // surnameToken is on the planned object (used by the dedup blocking
+  // index inside the transform) but not in the clients schema — runtime
+  // dedup re-derives it from fullName when needed. Drop it on insert.
+  const [inserted] = await db
+    .insert(clients)
+    .values({
+      portId: opts.port.id,
+      fullName: planned.fullName,
+      nationalityIso: planned.countryIso ?? null,
+      preferredContactMethod: planned.preferredContactMethod ?? null,
+      source: planned.source ?? null,
+    })
+    .returning({ id: clients.id });
+
+  if (!inserted) throw new Error('Client insert returned no row');
+  const clientId = inserted.id;
+
+  // Record idempotency links — one per source row in the cluster.
+  await db.insert(migrationSourceLinks).values(
+    planned.sourceIds.map((sid) => ({
+      sourceSystem: SOURCE_SYSTEM,
+      sourceId: String(sid),
+      targetEntityType: 'client' as const,
+      targetEntityId: clientId,
+      appliedId: opts.applyId,
+      ...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
+    })),
+  );
+
+  // Contacts: bulk insert; mark first email + first phone as primary.
+  if (planned.contacts.length > 0) {
+    let primaryEmailSet = false;
+    let primaryPhoneSet = false;
+    const contactRows = planned.contacts.map((ct) => {
+      let isPrimary = false;
+      if (ct.isPrimary) {
+        if (ct.channel === 'email' && !primaryEmailSet) {
+          isPrimary = true;
+          primaryEmailSet = true;
+        } else if ((ct.channel === 'phone' || ct.channel === 'whatsapp') && !primaryPhoneSet) {
+          isPrimary = true;
+          primaryPhoneSet = true;
+        }
+      }
+      return {
+        clientId,
+        channel: ct.channel,
+        value: ct.value,
+        valueE164: ct.valueE164 ?? null,
+        valueCountry: ct.valueCountry ?? null,
+        isPrimary,
+      };
+    });
+    await db.insert(clientContacts).values(contactRows);
+    result.contactsInserted += contactRows.length;
+  }
+
+  // Addresses: bulk insert; first is marked primary if multiple. Note the
+  // schema requires portId on every address row in addition to clientId.
+  if (planned.addresses.length > 0) {
+    const addressRows = planned.addresses.map((a, idx) => ({
+      clientId,
+      portId: opts.port.id,
+      streetAddress: a.streetAddress ?? null,
+      city: a.city ?? null,
+      countryIso: a.countryIso ?? null,
+      isPrimary: idx === 0,
+    }));
+    await db.insert(clientAddresses).values(addressRows);
+    result.addressesInserted += addressRows.length;
+  }
+
+  result.clientsInserted += 1;
+  return { clientId, inserted: true };
+}
+
+/** Apply a single PlannedInterest — looks up its client + berth + yacht and
+ *  inserts the interest row, plus a yacht stub if a yacht name is present. */
+async function applyInterest(
+  planned: PlannedInterest,
+  tempIdToClientId: Map<string, string>,
+  mooringToBerthId: Map<string, string>,
+  opts: ApplyOptions,
+  result: ApplyResult,
+): Promise<void> {
+  // Idempotency: skip if this source row already created an interest.
+  const existing = await resolveExistingLink(planned.sourceId, 'interest');
+  if (existing) {
+    result.interestsSkipped += 1;
+    return;
+  }
+
+  const clientId = tempIdToClientId.get(planned.clientTempId);
+  if (!clientId) {
+    result.warnings.push(
+      `Interest source=${planned.sourceId} references unknown client tempId=${planned.clientTempId} — skipped`,
+    );
+    return;
+  }
+
+  let berthId: string | null = null;
+  if (planned.berthMooringNumber) {
+    berthId =
+      mooringToBerthId.get(planned.berthMooringNumber) ??
+      // The legacy NocoDB Interests table uses bare mooring strings like
+      // "D32", "B16", whereas the new berths schema (mirroring the NocoDB
+      // Berths snapshot) uses zero-padded "D-32", "B-16". Try the dashed
+      // form as a fallback so legacy references resolve correctly.
+      mooringToBerthId.get(normalizeLegacyMooring(planned.berthMooringNumber)) ??
+      null;
+    if (!berthId) {
+      result.warnings.push(
+        `Interest source=${planned.sourceId} references unknown mooring="${planned.berthMooringNumber}" — interest created without berth link`,
+      );
+    }
+  }
+
+  // Optional yacht stub: if the legacy row had a yacht name, create a
+  // minimal yacht record owned by the client. The new schema requires
+  // currentOwnerType + currentOwnerId.
+  let yachtId: string | null = null;
+  if (planned.yachtName) {
+    const existingYacht = await resolveExistingLink(planned.sourceId, 'yacht');
+    if (existingYacht) {
+      yachtId = existingYacht;
+    } else if (!opts.rehearsal) {
+      const [y] = await db
+        .insert(yachts)
+        .values({
+          portId: opts.port.id,
+          name: planned.yachtName,
+          currentOwnerType: 'client',
+          currentOwnerId: clientId,
+          status: 'active',
+        })
+        .returning({ id: yachts.id });
+      if (y) {
+        yachtId = y.id;
+        await db.insert(migrationSourceLinks).values({
+          sourceSystem: SOURCE_SYSTEM,
+          sourceId: String(planned.sourceId),
+          targetEntityType: 'yacht' as const,
+          targetEntityId: y.id,
+          appliedId: opts.applyId,
+          ...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
+        });
+        result.yachtsInserted += 1;
+      }
+    }
+  }
+
+  if (opts.rehearsal) {
+    result.interestsInserted += 1;
+    return;
+  }
+
+  const [iRow] = await db
+    .insert(interests)
+    .values({
+      portId: opts.port.id,
+      clientId,
+      berthId,
+      yachtId,
+      pipelineStage: planned.pipelineStage,
+      leadCategory: planned.leadCategory,
+      source: planned.source,
+      notes: planned.notes,
+      documensoId: planned.documensoId,
+      dateEoiSent: planned.dateEoiSent ? new Date(planned.dateEoiSent) : null,
+      dateEoiSigned: planned.dateEoiSigned ? new Date(planned.dateEoiSigned) : null,
+      dateContractSent: planned.dateContractSent ? new Date(planned.dateContractSent) : null,
+      dateContractSigned: planned.dateContractSigned ? new Date(planned.dateContractSigned) : null,
+      dateDepositReceived: planned.dateDepositReceived
+        ? new Date(planned.dateDepositReceived)
+        : null,
+      dateLastContact: planned.dateLastContact ? new Date(planned.dateLastContact) : null,
+    })
+    .returning({ id: interests.id });
+
+  if (!iRow) throw new Error('Interest insert returned no row');
+
+  await db.insert(migrationSourceLinks).values({
+    sourceSystem: SOURCE_SYSTEM,
+    sourceId: String(planned.sourceId),
+    targetEntityType: 'interest' as const,
+    targetEntityId: iRow.id,
+    appliedId: opts.applyId,
+    ...(opts.appliedBy ? { appliedBy: opts.appliedBy } : {}),
+  });
+
+  result.interestsInserted += 1;
+}
+
+/**
+ * Top-level apply driver. Walks the plan once, building the
+ * tempId→clientId map as it goes, then walks interests with that map.
+ */
+export async function applyPlan(plan: MigrationPlan, opts: ApplyOptions): Promise<ApplyResult> {
+  const result: ApplyResult = {
+    applyId: opts.applyId,
+    clientsInserted: 0,
+    clientsSkipped: 0,
+    contactsInserted: 0,
+    addressesInserted: 0,
+    yachtsInserted: 0,
+    interestsInserted: 0,
+    interestsSkipped: 0,
+    warnings: [],
+  };
+
+  // 1. Clients (and their contacts/addresses)
+  const tempIdToClientId = new Map<string, string>();
+  for (const planned of plan.clients) {
+    const { clientId } = await applyClient(planned, opts, result);
+    tempIdToClientId.set(planned.tempId, clientId);
+  }
+
+  // 2. Build mooring→berthId lookup once, scoped to this port.
+  const berthRows = await db
+    .select({ id: berths.id, mooringNumber: berths.mooringNumber })
+    .from(berths)
+    .where(eq(berths.portId, opts.port.id));
+  const mooringToBerthId = new Map(berthRows.map((b) => [b.mooringNumber, b.id]));
+
+  // 3. Interests (and yacht stubs)
+  for (const planned of plan.interests) {
+    await applyInterest(planned, tempIdToClientId, mooringToBerthId, opts, result);
+  }
+
+  return result;
+}

src/lib/dedup/migration-report.ts

@@ -0,0 +1,274 @@
+/**
+ * Migration report writer — turns a `MigrationPlan` (from
+ * `migration-transform.ts`) into a CSV + a human-readable Markdown
+ * summary on disk under `.migration/<timestamp>/`.
+ *
+ * The CSV format is intentionally machine-friendly (one row per
+ * planned operation) so it can be diffed across runs and inspected
+ * by hand. The summary is designed for "open this in your editor and
+ * eyeball it for 5 minutes before --apply."
+ */
+
+import { promises as fs } from 'node:fs';
+import path from 'node:path';
+
+import type { MigrationPlan } from './migration-transform';
+
+// ─── Output directory ───────────────────────────────────────────────────────
+
+export interface ReportPaths {
+  rootDir: string;
+  csvPath: string;
+  summaryPath: string;
+  planJsonPath: string;
+}
+
+/** Resolve report paths relative to the worktree root. The timestamped
+ *  directory is created lazily by `writeReport`. */
+export function resolveReportPaths(
+  rootDir: string,
+  timestamp: string = new Date().toISOString().replace(/[:.]/g, '-'),
+): ReportPaths {
+  const dir = path.join(rootDir, '.migration', timestamp);
+  return {
+    rootDir: dir,
+    csvPath: path.join(dir, 'report.csv'),
+    summaryPath: path.join(dir, 'summary.md'),
+    planJsonPath: path.join(dir, 'plan.json'),
+  };
+}
+
+// ─── CSV row shape ──────────────────────────────────────────────────────────
+
+interface CsvRow {
+  op: string; // create_client / create_contact / create_interest / auto_link / flag / needs_review
+  reason: string;
+  source_id: string;
+  target_table: string;
+  target_value: string;
+  confidence: string;
+  manual_review: 'true' | 'false';
+}
+
+// Trivial CSV escape: quote any cell that contains comma / quote / newline,
+// double up internal quotes per RFC 4180. No need for a dependency.
+function csvEscape(s: string): string {
+  if (/[",\n\r]/.test(s)) {
+    return `"${s.replace(/"/g, '""')}"`;
+  }
+  return s;
+}
+
+function rowToCsvLine(r: CsvRow): string {
+  return [
+    r.op,
+    r.reason,
+    r.source_id,
+    r.target_table,
+    r.target_value,
+    r.confidence,
+    r.manual_review,
+  ]
+    .map(csvEscape)
+    .join(',');
+}
+
+// ─── Build CSV ──────────────────────────────────────────────────────────────
+
+export function buildCsv(plan: MigrationPlan): string {
+  const lines: string[] = [];
+  lines.push(
+    [
+      'op',
+      'reason',
+      'source_id',
+      'target_table',
+      'target_value',
+      'confidence',
+      'manual_review',
+    ].join(','),
+  );
+
+  for (const client of plan.clients) {
+    lines.push(
+      rowToCsvLine({
+        op: 'create_client',
+        reason: client.sourceIds.length > 1 ? 'auto-merged cluster' : 'new',
+        source_id: client.sourceIds.join('|'),
+        target_table: 'clients.fullName',
+        target_value: client.fullName,
+        confidence: 'N/A',
+        manual_review: 'false',
+      }),
+    );
+    for (const c of client.contacts) {
+      lines.push(
+        rowToCsvLine({
+          op: 'create_contact',
+          reason: c.flagged ?? 'new',
+          source_id: client.sourceIds.join('|'),
+          target_table: `clientContacts.${c.channel}`,
+          target_value: c.value,
+          confidence: 'N/A',
+          manual_review: c.flagged ? 'true' : 'false',
+        }),
+      );
+    }
+    for (const a of client.addresses) {
+      lines.push(
+        rowToCsvLine({
+          op: 'create_address',
+          reason: 'address text present',
+          source_id: client.sourceIds.join('|'),
+          target_table: 'clientAddresses.countryIso',
+          target_value: a.countryIso ?? '(unresolved)',
+          confidence: a.countryConfidence ?? 'fallback',
+          manual_review: a.countryConfidence === 'fallback' || !a.countryIso ? 'true' : 'false',
+        }),
+      );
+    }
+  }
+
+  for (const interest of plan.interests) {
+    lines.push(
+      rowToCsvLine({
+        op: 'create_interest',
+        reason: `pipelineStage=${interest.pipelineStage}`,
+        source_id: String(interest.sourceId),
+        target_table: 'interests',
+        target_value: `${interest.berthMooringNumber ?? '(no berth)'} / ${interest.yachtName ?? '(no yacht)'}`,
+        confidence: 'N/A',
+        manual_review: 'false',
+      }),
+    );
+  }
+
+  for (const link of plan.autoLinks) {
+    lines.push(
+      rowToCsvLine({
+        op: 'auto_link',
+        reason: link.reasons.join(' + '),
+        source_id: `${link.leadSourceId}<-${link.mergedSourceIds.join(',')}`,
+        target_table: 'clients',
+        target_value: '(merged into lead)',
+        confidence: `score=${link.score}`,
+        manual_review: 'false',
+      }),
+    );
+  }
+
+  for (const pair of plan.needsReview) {
+    lines.push(
+      rowToCsvLine({
+        op: 'needs_review',
+        reason: pair.reasons.join(' + '),
+        source_id: `${pair.aSourceId}<->${pair.bSourceId}`,
+        target_table: 'clients',
+        target_value: '(human review required)',
+        confidence: `score=${pair.score}`,
+        manual_review: 'true',
+      }),
+    );
+  }
+
+  for (const flag of plan.flags) {
+    lines.push(
+      rowToCsvLine({
+        op: 'flag',
+        reason: flag.reason,
+        source_id: String(flag.sourceId),
+        target_table: flag.sourceTable,
+        target_value: JSON.stringify(flag.details ?? {}),
+        confidence: 'N/A',
+        manual_review: 'true',
+      }),
+    );
+  }
+
+  return lines.join('\n') + '\n';
+}
+
+// ─── Build summary markdown ─────────────────────────────────────────────────
+
+export function buildSummary(plan: MigrationPlan, generatedAt: string): string {
+  const s = plan.stats;
+  const lines: string[] = [];
+  lines.push(`# Migration Dry-Run — ${generatedAt}`);
+  lines.push('');
+  lines.push('## Input');
+  lines.push(`- ${s.inputInterestRows} NocoDB Interests`);
+  lines.push(`- ${s.inputResidentialRows} NocoDB Residential Interests`);
+  lines.push('');
+  lines.push('## Outcome');
+  lines.push(`- ${s.outputClients} clients`);
+  lines.push(`- ${s.outputInterests} interests (one per source row, linked to deduped client)`);
+  lines.push(`- ${s.outputContacts} client_contacts`);
+  lines.push(`- ${s.outputAddresses} client_addresses`);
+  lines.push('');
+  lines.push('## Auto-linked clusters');
+  if (plan.autoLinks.length === 0) {
+    lines.push('_None — every input row maps to a unique client._');
+  } else {
+    for (const link of plan.autoLinks) {
+      const merged = link.mergedSourceIds.length;
+      lines.push(
+        `- Lead row \`${link.leadSourceId}\` ← merged ${merged} other row${merged === 1 ? '' : 's'} (\`${link.mergedSourceIds.join(', ')}\`) — score ${link.score} via ${link.reasons.join(' + ')}`,
+      );
+    }
+  }
+  lines.push('');
+  lines.push('## Pairs flagged for human review');
+  if (plan.needsReview.length === 0) {
+    lines.push('_None._');
+  } else {
+    for (const pair of plan.needsReview) {
+      lines.push(
+        `- Rows \`${pair.aSourceId}\` ↔ \`${pair.bSourceId}\` — score ${pair.score} (${pair.reasons.join(' + ')})`,
+      );
+    }
+  }
+  lines.push('');
+  lines.push('## Data quality flags');
+  if (plan.flags.length === 0) {
+    lines.push('_No quality issues._');
+  } else {
+    const byReason = new Map<string, number>();
+    for (const f of plan.flags) {
+      byReason.set(f.reason, (byReason.get(f.reason) ?? 0) + 1);
+    }
+    for (const [reason, count] of [...byReason].sort((a, b) => b[1] - a[1])) {
+      lines.push(`- **${count}× ${reason}**`);
+    }
+    lines.push('');
+    lines.push('### Detail');
+    for (const f of plan.flags.slice(0, 30)) {
+      lines.push(
+        `- \`${f.sourceTable}#${f.sourceId}\`: ${f.reason}${f.details ? ` — \`${JSON.stringify(f.details)}\`` : ''}`,
+      );
+    }
+    if (plan.flags.length > 30) {
+      lines.push(`- _… and ${plan.flags.length - 30} more (see report.csv for full list)_`);
+    }
+  }
+  lines.push('');
+  lines.push('## Next step');
+  lines.push('');
+  lines.push('Eyeball the auto-linked + flagged-for-review pairs above.');
+  lines.push('When satisfied, re-run the script with `--apply --report .migration/<this-dir>/`.');
+  lines.push('Apply will refuse to run if the source NocoDB has changed since this dry-run.');
+
+  return lines.join('\n') + '\n';
+}
+
+// ─── Write to disk ──────────────────────────────────────────────────────────
+
+export async function writeReport(
+  paths: ReportPaths,
+  plan: MigrationPlan,
+  generatedAt: string,
+): Promise<void> {
+  await fs.mkdir(paths.rootDir, { recursive: true });
+  await fs.writeFile(paths.csvPath, buildCsv(plan), 'utf-8');
+  await fs.writeFile(paths.summaryPath, buildSummary(plan, generatedAt), 'utf-8');
+  await fs.writeFile(paths.planJsonPath, JSON.stringify(plan, null, 2), 'utf-8');
+}

src/lib/dedup/migration-transform.ts

@@ -0,0 +1,576 @@
+/**
+ * Pure transform: NocoDB snapshot → planned new-system entities + dedup result.
+ *
+ * Used by the migration script's `--dry-run` (to produce the report) and
+ * `--apply` (to actually write). Keeping this pure means the same code
+ * runs in both modes, in tests against the frozen fixture, and in the
+ * one-off CLI run against the live base.
+ *
+ * No side effects, no DB calls, no external services.
+ */
+
+import {
+  normalizeName,
+  normalizeEmail,
+  normalizePhone,
+  resolveCountry,
+  type NormalizedPhone,
+} from './normalize';
+import { findClientMatches, type MatchCandidate } from './find-matches';
+import type { CountryCode } from '@/lib/i18n/countries';
+import type { NocoDbRow, NocoDbSnapshot } from './nocodb-source';
+
+// ─── Plan output ────────────────────────────────────────────────────────────
+
+export interface PlannedClient {
+  /** Stable id derived from the deduped cluster's lead row. Used by the
+   *  apply phase to reference newly-created clients before they exist
+   *  in the DB. */
+  tempId: string;
+  /** Source row IDs that contributed to this client (one if no duplicates,
+   *  many if dedup merged a cluster). */
+  sourceIds: number[];
+  fullName: string;
+  surnameToken?: string;
+  countryIso: CountryCode | null;
+  preferredContactMethod: string | null;
+  source: string | null;
+  contacts: PlannedContact[];
+  addresses: PlannedAddress[];
+}
+
+export interface PlannedContact {
+  channel: 'email' | 'phone' | 'whatsapp' | 'other';
+  value: string;
+  valueE164?: string | null;
+  valueCountry?: CountryCode | null;
+  isPrimary: boolean;
+  flagged?: string;
+}
+
+export interface PlannedAddress {
+  streetAddress: string | null;
+  city: string | null;
+  countryIso: CountryCode | null;
+  /** When confidence is low, the migration script flags the row for
+   *  human review. */
+  countryConfidence: 'exact' | 'fuzzy' | 'city' | 'fallback' | null;
+}
+
+export interface PlannedInterest {
+  /** NocoDB row id this interest came from. */
+  sourceId: number;
+  /** tempId of the planned client this interest hangs off. */
+  clientTempId: string;
+  pipelineStage: string;
+  leadCategory: string | null;
+  source: string | null;
+  notes: string | null;
+  /** Mooring number; the apply phase resolves this to a berthId via the
+   *  new-system Berths table. */
+  berthMooringNumber: string | null;
+  yachtName: string | null;
+  /** Date stamps for milestone columns. ISO strings if parseable. */
+  dateEoiSent: string | null;
+  dateEoiSigned: string | null;
+  dateDepositReceived: string | null;
+  dateContractSent: string | null;
+  dateContractSigned: string | null;
+  dateLastContact: string | null;
+  /** Documenso linkage carried forward when present so the document
+   *  record can be stitched up downstream. */
+  documensoId: string | null;
+}
+
+export interface MigrationFlag {
+  sourceTable: 'interests' | 'residential_interests' | 'website_interest_submissions';
+  sourceId: number;
+  reason: string;
+  details?: Record<string, unknown>;
+}
+
+export interface MigrationPlan {
+  clients: PlannedClient[];
+  interests: PlannedInterest[];
+  flags: MigrationFlag[];
+  /** Pairs that the migration would auto-link (high score). */
+  autoLinks: Array<{
+    leadSourceId: number;
+    mergedSourceIds: number[];
+    score: number;
+    reasons: string[];
+  }>;
+  /** Pairs that need human review (medium score). Each pair shows up
+   *  in the migration report; the user resolves before --apply. */
+  needsReview: Array<{ aSourceId: number; bSourceId: number; score: number; reasons: string[] }>;
+  stats: MigrationStats;
+}
+
+export interface MigrationStats {
+  inputInterestRows: number;
+  inputResidentialRows: number;
+  outputClients: number;
+  outputInterests: number;
+  outputContacts: number;
+  outputAddresses: number;
+  flaggedRows: number;
+  autoLinkedClusters: number;
+  needsReviewPairs: number;
+}
+
+export interface TransformOptions {
+  /** ISO country used when a phone has no prefix and the row has no
+   *  Place of Residence. Defaults to AI (Anguilla / Port Nimara's home). */
+  defaultPhoneCountry: CountryCode;
+  /** Score thresholds for auto-link vs human review. Should match the
+   *  per-port `system_settings` values once the runtime UI is in place. */
+  thresholds: {
+    autoLink: number;
+    needsReview: number;
+  };
+}
+
+const DEFAULT_OPTIONS: TransformOptions = {
+  defaultPhoneCountry: 'AI',
+  thresholds: { autoLink: 90, needsReview: 50 },
+};
+
+// ─── Stage mapping ──────────────────────────────────────────────────────────
+
+const STAGE_MAP: Record<string, string> = {
+  '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',
+  'Contract Signed': 'contract_signed',
+};
+
+const LEAD_CATEGORY_MAP: Record<string, string> = {
+  General: 'general_interest',
+  'Friends and Family': 'general_interest',
+};
+
+const SOURCE_MAP: Record<string, string> = {
+  portal: 'website',
+  Form: 'website',
+  External: 'manual',
+};
+
+// ─── Date parsing ───────────────────────────────────────────────────────────
+
+/**
+ * Parse a date the legacy NocoDB might have stored in DD-MM-YYYY,
+ * DD/MM/YYYY, YYYY-MM-DD, or ISO format. Returns ISO string or null.
+ */
+function parseFlexibleDate(input: unknown): string | null {
+  if (typeof input !== 'string' || input.trim() === '') return null;
+  const s = input.trim();
+
+  // Already ISO
+  if (/^\d{4}-\d{2}-\d{2}/.test(s)) {
+    const d = new Date(s);
+    return Number.isNaN(d.getTime()) ? null : d.toISOString();
+  }
+
+  // DD-MM-YYYY or DD/MM/YYYY
+  const m = s.match(/^(\d{1,2})[-/](\d{1,2})[-/](\d{4})$/);
+  if (m) {
+    const [, day, month, year] = m;
+    const iso = `${year}-${month!.padStart(2, '0')}-${day!.padStart(2, '0')}`;
+    const d = new Date(iso);
+    return Number.isNaN(d.getTime()) ? null : d.toISOString();
+  }
+
+  // Anything else: try Date constructor as a last resort
+  const d = new Date(s);
+  return Number.isNaN(d.getTime()) ? null : d.toISOString();
+}
+
+// ─── Main transform ─────────────────────────────────────────────────────────
+
+/**
+ * Run the full transform pipeline against a NocoDB snapshot. Pure
+ * function — same input always produces the same plan.
+ */
+export function transformSnapshot(
+  snapshot: NocoDbSnapshot,
+  options: Partial<TransformOptions> = {},
+): MigrationPlan {
+  const opts = { ...DEFAULT_OPTIONS, ...options };
+
+  const flags: MigrationFlag[] = [];
+  // Build per-row candidates first so we can run dedup before assigning
+  // tempIds (clients with multiple source rows merge into one tempId).
+  const perRow = snapshot.interests.map((row) => rowToCandidate(row, 'interests', opts, flags));
+
+  // Dedup pass 1: every row scored against every other row (within the
+  // same pool). The blocking strategy in `findClientMatches` keeps this
+  // cheap even for the full 252-row dataset.
+  const clusters = clusterByDedup(perRow, opts);
+
+  // Build the planned clients + interests from the clusters.
+  const clients: PlannedClient[] = [];
+  const interests: PlannedInterest[] = [];
+  const autoLinks: MigrationPlan['autoLinks'] = [];
+  const needsReview: MigrationPlan['needsReview'] = [];
+
+  for (const cluster of clusters) {
+    const lead = cluster.leadCandidate;
+    const tempId = `client-${lead.row.Id}`;
+
+    // Build the client record from the lead row, then merge in any
+    // contact info / address info from the other rows in the cluster.
+    const planned = buildPlannedClient(tempId, cluster, opts);
+    clients.push(planned);
+
+    // Each row in the cluster becomes its own interest record.
+    for (const member of cluster.members) {
+      const interest = buildPlannedInterest(member.row, tempId);
+      interests.push(interest);
+    }
+
+    if (cluster.members.length > 1) {
+      autoLinks.push({
+        leadSourceId: lead.row.Id,
+        mergedSourceIds: cluster.members.filter((m) => m !== lead).map((m) => m.row.Id),
+        score: cluster.maxScore,
+        reasons: cluster.reasons,
+      });
+    }
+
+    for (const pair of cluster.reviewPairs) {
+      needsReview.push(pair);
+    }
+  }
+
+  return {
+    clients,
+    interests,
+    flags,
+    autoLinks,
+    needsReview,
+    stats: {
+      inputInterestRows: snapshot.interests.length,
+      inputResidentialRows: snapshot.residentialInterests.length,
+      outputClients: clients.length,
+      outputInterests: interests.length,
+      outputContacts: clients.reduce((sum, c) => sum + c.contacts.length, 0),
+      outputAddresses: clients.reduce((sum, c) => sum + c.addresses.length, 0),
+      flaggedRows: flags.length,
+      autoLinkedClusters: autoLinks.length,
+      needsReviewPairs: needsReview.length,
+    },
+  };
+}
+
+// ─── Helpers ────────────────────────────────────────────────────────────────
+
+interface RowCandidate {
+  row: NocoDbRow;
+  candidate: MatchCandidate;
+  /** Phone normalize result for the row's primary phone; used downstream
+   *  to attach valueE164 + country to the planned contact. */
+  phoneResult: NormalizedPhone | null;
+  /** Country resolved from "Place of Residence". */
+  countryIso: CountryCode | null;
+  countryConfidence: 'exact' | 'fuzzy' | 'city' | null;
+  /** Normalized email or null. */
+  email: string | null;
+  /** Display name from `normalizeName`. */
+  displayName: string;
+}
+
+function rowToCandidate(
+  row: NocoDbRow,
+  sourceTable: MigrationFlag['sourceTable'],
+  opts: TransformOptions,
+  flags: MigrationFlag[],
+): RowCandidate {
+  const rawName = (row['Full Name'] as string | undefined) ?? '';
+  const rawEmail = (row['Email Address'] as string | undefined) ?? '';
+  const rawPhone = (row['Phone Number'] as string | undefined) ?? '';
+  const rawCountry = (row['Place of Residence'] as string | undefined) ?? '';
+
+  const normName = normalizeName(rawName);
+  const email = normalizeEmail(rawEmail);
+  const country = resolveCountry(rawCountry);
+  const phoneCountry = country.iso ?? opts.defaultPhoneCountry;
+  const phoneResult = normalizePhone(rawPhone, phoneCountry as CountryCode);
+
+  // Surface anything weird so the report can show it.
+  if (rawPhone && !phoneResult?.e164) {
+    flags.push({
+      sourceTable,
+      sourceId: row.Id,
+      reason: phoneResult?.flagged ? `phone ${phoneResult.flagged}` : 'phone unparseable',
+      details: { rawPhone },
+    });
+  }
+  if (rawEmail && !email) {
+    flags.push({
+      sourceTable,
+      sourceId: row.Id,
+      reason: 'email invalid',
+      details: { rawEmail },
+    });
+  }
+  if (rawCountry && !country.iso) {
+    flags.push({
+      sourceTable,
+      sourceId: row.Id,
+      reason: 'country unresolved',
+      details: { rawCountry },
+    });
+  }
+
+  const candidate: MatchCandidate = {
+    id: String(row.Id),
+    fullName: normName.display || null,
+    surnameToken: normName.surnameToken ?? null,
+    emails: email ? [email] : [],
+    phonesE164: phoneResult?.e164 ? [phoneResult.e164] : [],
+    countryIso: country.iso ?? null,
+  };
+
+  return {
+    row,
+    candidate,
+    phoneResult,
+    countryIso: country.iso ?? null,
+    countryConfidence: country.confidence,
+    email,
+    displayName: normName.display,
+  };
+}
+
+interface Cluster {
+  /** The cluster's "lead" row (most complete + most recent). */
+  leadCandidate: RowCandidate;
+  members: RowCandidate[];
+  maxScore: number;
+  reasons: string[];
+  /** Pairs in this cluster that scored medium (need review). */
+  reviewPairs: Array<{ aSourceId: number; bSourceId: number; score: number; reasons: string[] }>;
+}
+
+function clusterByDedup(rows: RowCandidate[], opts: TransformOptions): Cluster[] {
+  // Use a union-find structure indexed by row id. Every pair with a
+  // score >= autoLink threshold gets unioned. Pairs in [needsReview,
+  // autoLink) accumulate onto the cluster's reviewPairs list — they're
+  // surfaced for human triage but not auto-merged.
+  const parent = new Map<string, string>();
+  for (const r of rows) parent.set(r.candidate.id, r.candidate.id);
+  const find = (id: string): string => {
+    let cur = id;
+    while (parent.get(cur) !== cur) {
+      const next = parent.get(cur)!;
+      parent.set(cur, parent.get(next)!); // path compression
+      cur = parent.get(cur)!;
+    }
+    return cur;
+  };
+  const union = (a: string, b: string) => {
+    const rootA = find(a);
+    const rootB = find(b);
+    if (rootA !== rootB) parent.set(rootA, rootB);
+  };
+
+  const clusterReasons = new Map<string, string[]>();
+  const clusterMaxScore = new Map<string, number>();
+  const clusterReviewPairs = new Map<string, Cluster['reviewPairs']>();
+
+  // Score every candidate against every other candidate. The find-matches
+  // function does its own blocking so this is cheap.
+  for (let i = 0; i < rows.length; i += 1) {
+    const left = rows[i]!;
+    const remainingPool = rows.slice(i + 1).map((r) => r.candidate);
+    if (remainingPool.length === 0) continue;
+    const matches = findClientMatches(left.candidate, remainingPool, {
+      highScore: opts.thresholds.autoLink,
+      mediumScore: opts.thresholds.needsReview,
+    });
+
+    for (const m of matches) {
+      if (m.score >= opts.thresholds.autoLink) {
+        union(left.candidate.id, m.candidate.id);
+        const root = find(left.candidate.id);
+        clusterMaxScore.set(root, Math.max(clusterMaxScore.get(root) ?? 0, m.score));
+        const existing = clusterReasons.get(root) ?? [];
+        for (const reason of m.reasons) {
+          if (!existing.includes(reason)) existing.push(reason);
+        }
+        clusterReasons.set(root, existing);
+      } else if (m.score >= opts.thresholds.needsReview) {
+        // Medium — track on whichever cluster `left` belongs to.
+        const root = find(left.candidate.id);
+        const list = clusterReviewPairs.get(root) ?? [];
+        list.push({
+          aSourceId: parseInt(left.candidate.id, 10),
+          bSourceId: parseInt(m.candidate.id, 10),
+          score: m.score,
+          reasons: m.reasons,
+        });
+        clusterReviewPairs.set(root, list);
+      }
+    }
+  }
+
+  // Group rows by their cluster root.
+  const byRoot = new Map<string, RowCandidate[]>();
+  for (const r of rows) {
+    const root = find(r.candidate.id);
+    const list = byRoot.get(root) ?? [];
+    list.push(r);
+    byRoot.set(root, list);
+  }
+
+  // Build cluster objects, choosing the most-complete row as the lead.
+  const clusters: Cluster[] = [];
+  for (const [root, members] of byRoot) {
+    const lead = pickLead(members);
+    clusters.push({
+      leadCandidate: lead,
+      members,
+      maxScore: clusterMaxScore.get(root) ?? 0,
+      reasons: clusterReasons.get(root) ?? [],
+      reviewPairs: clusterReviewPairs.get(root) ?? [],
+    });
+  }
+  return clusters;
+}
+
+function pickLead(rows: RowCandidate[]): RowCandidate {
+  // Pick the row with the most populated fields, breaking ties by
+  // recency (highest Id, since NocoDB IDs are monotonic).
+  return rows.reduce((best, current) => {
+    const bestScore = completenessScore(best);
+    const currentScore = completenessScore(current);
+    if (currentScore > bestScore) return current;
+    if (currentScore === bestScore && current.row.Id > best.row.Id) return current;
+    return best;
+  });
+}
+
+function completenessScore(r: RowCandidate): number {
+  let score = 0;
+  if (r.email) score += 1;
+  if (r.phoneResult?.e164) score += 1;
+  if (r.row['Address']) score += 0.5;
+  if (r.row['Yacht Name']) score += 0.5;
+  if (r.row['Source']) score += 0.25;
+  if (r.row['Lead Category']) score += 0.25;
+  if (r.row['Internal Notes']) score += 0.25;
+  return score;
+}
+
+function buildPlannedClient(
+  tempId: string,
+  cluster: Cluster,
+  opts: TransformOptions,
+): PlannedClient {
+  const lead = cluster.leadCandidate;
+
+  // Collect distinct emails + phones from across the cluster — duplicate
+  // submissions often come with different contact methods we want to
+  // preserve as multiple rows in `client_contacts`.
+  const seenEmails = new Set<string>();
+  const seenPhones = new Set<string>();
+  const contacts: PlannedContact[] = [];
+
+  for (const member of cluster.members) {
+    if (member.email && !seenEmails.has(member.email)) {
+      seenEmails.add(member.email);
+      contacts.push({
+        channel: 'email',
+        value: member.email,
+        isPrimary: contacts.length === 0,
+      });
+    }
+    if (member.phoneResult?.e164 && !seenPhones.has(member.phoneResult.e164)) {
+      seenPhones.add(member.phoneResult.e164);
+      const isFirstPhone = !contacts.some((c) => c.channel === 'phone');
+      contacts.push({
+        channel: 'phone',
+        value: member.phoneResult.e164,
+        valueE164: member.phoneResult.e164,
+        valueCountry: member.phoneResult.country,
+        isPrimary: isFirstPhone && contacts.every((c) => !c.isPrimary || c.channel === 'email'),
+        flagged: member.phoneResult.flagged,
+      });
+    }
+  }
+
+  // Demote the email-primary if a more-completable phone exists.
+  // Simpler invariant: the first contact is primary unless the row
+  // explicitly preferred phone.
+  const preferredMethod = (lead.row['Contact Method Preferred'] as string | undefined)
+    ?.toLowerCase()
+    ?.trim();
+
+  // Address: only build if the lead row has a meaningful address text.
+  const rawAddress = (lead.row['Address'] as string | undefined)?.trim();
+  const addresses: PlannedAddress[] = [];
+  if (rawAddress) {
+    addresses.push({
+      streetAddress: rawAddress,
+      city: null,
+      countryIso: lead.countryIso ?? opts.defaultPhoneCountry,
+      countryConfidence: lead.countryConfidence ?? 'fallback',
+    });
+  }
+
+  const sourceFromRow = (lead.row['Source'] as string | undefined) ?? null;
+  const mappedSource = sourceFromRow ? (SOURCE_MAP[sourceFromRow] ?? 'manual') : null;
+
+  return {
+    tempId,
+    sourceIds: cluster.members.map((m) => m.row.Id),
+    fullName: lead.displayName,
+    surnameToken: lead.candidate.surnameToken ?? undefined,
+    countryIso: lead.countryIso,
+    preferredContactMethod: preferredMethod ?? null,
+    source: mappedSource,
+    contacts,
+    addresses,
+  };
+}
+
+function buildPlannedInterest(row: NocoDbRow, clientTempId: string): PlannedInterest {
+  const stage = (row['Sales Process Level'] as string | undefined) ?? '';
+  const cat = (row['Lead Category'] as string | undefined) ?? '';
+
+  const notesParts: string[] = [];
+  const internalNotes = row['Internal Notes'] as string | undefined;
+  const extraComments = row['Extra Comments'] as string | undefined;
+  if (internalNotes?.trim()) notesParts.push(internalNotes.trim());
+  if (extraComments?.trim()) notesParts.push(`Extra Comments: ${extraComments.trim()}`);
+  const berthSize = row['Berth Size Desired'] as string | undefined;
+  if (berthSize?.trim()) notesParts.push(`Berth size desired: ${berthSize.trim()}`);
+
+  return {
+    sourceId: row.Id,
+    clientTempId,
+    pipelineStage: STAGE_MAP[stage] ?? 'open',
+    leadCategory: LEAD_CATEGORY_MAP[cat] ?? null,
+    source: ((row['Source'] as string | undefined) ?? null) || null,
+    notes: notesParts.join('\n\n') || null,
+    berthMooringNumber: (row['Berth Number'] as string | undefined) ?? null,
+    yachtName: (() => {
+      const n = (row['Yacht Name'] as string | undefined)?.trim();
+      // Filter placeholder values used by sales reps for "we don't know yet".
+      if (!n) return null;
+      if (['TBC', 'Na', 'NA', 'na', 'N/A', 'TBD', 'tbd'].includes(n)) return null;
+      return n;
+    })(),
+    dateEoiSent: parseFlexibleDate(row['EOI Time Sent']),
+    dateEoiSigned: parseFlexibleDate(row['all_signed_notified_at'] ?? row['developerSignTime']),
+    dateDepositReceived: null, // not directly tracked in legacy schema
+    dateContractSent: parseFlexibleDate(row['Time LOI Sent']),
+    dateContractSigned: parseFlexibleDate(row['developerSignTime']),
+    dateLastContact: parseFlexibleDate(row['Created At'] ?? row['Date Added']),
+    documensoId: (row['documensoID'] as string | undefined) ?? null,
+  };
+}

src/lib/dedup/nocodb-source.ts

@@ -0,0 +1,152 @@
+/**
+ * Read-only adapter for the legacy NocoDB Port Nimara base.
+ *
+ * Used by the one-shot migration script (`scripts/migrate-from-nocodb.ts`)
+ * to pull every Interest, Residential Interest, and Website Submission
+ * row from the source-of-truth NocoDB tables. No mutations.
+ *
+ * Auth: `xc-token` header per NocoDB v2 API.
+ *
+ * The shape returned is a verbatim record of the row's fields — caller
+ * is responsible for mapping to the new schema via `nocodb-transform.ts`.
+ */
+
+import { z } from 'zod';
+
+// ─── Configuration ──────────────────────────────────────────────────────────
+
+const ConfigSchema = z.object({
+  url: z.string().url(),
+  token: z.string().min(1),
+});
+
+export interface NocoDbConfig {
+  url: string;
+  token: string;
+}
+
+export function loadNocoDbConfig(env: NodeJS.ProcessEnv = process.env): NocoDbConfig {
+  return ConfigSchema.parse({
+    url: env.NOCODB_URL,
+    token: env.NOCODB_TOKEN,
+  });
+}
+
+// ─── Table identifiers ──────────────────────────────────────────────────────
+//
+// These IDs are stable per the NocoDB base — they were captured during the
+// 2026-05-03 audit and won't change unless the base is rebuilt. If the
+// base is reset, regenerate them from `getTablesList`.
+export const NOCO_TABLES = {
+  interests: 'mbs9hjauug4eseo',
+  residentialInterests: 'mscfpwwwjuds4nt',
+  websiteInterestSubmissions: 'mevkpcih67c6jsm',
+  websiteContactFormSubmissions: 'mxk5cd0pmwnwlcl',
+  websiteBerthEoiSupplements: 'mglmioo0ku8zgqj',
+  berths: 'mczgos9hr3oa9qc',
+} as const;
+
+// ─── HTTP shape ─────────────────────────────────────────────────────────────
+
+interface NocoDbListResponse<T> {
+  list: T[];
+  pageInfo: {
+    totalRows: number;
+    page: number;
+    pageSize: number;
+    isFirstPage: boolean;
+    isLastPage: boolean;
+  };
+}
+
+/** A row's `Id` is always present. The rest of the fields vary per table. */
+export type NocoDbRow = Record<string, unknown> & { Id: number };
+
+// ─── Public API ─────────────────────────────────────────────────────────────
+
+/**
+ * Fetch all rows from a NocoDB table. Auto-paginates until the API
+ * reports `isLastPage`. The legacy base is small (252 Interests rows
+ * being the largest table) so we keep this simple — no streaming.
+ */
+export async function fetchAllRows(
+  tableId: string,
+  config: NocoDbConfig,
+  pageSize = 250,
+): Promise<NocoDbRow[]> {
+  const all: NocoDbRow[] = [];
+  let page = 1;
+  // Hard cap to prevent infinite-loop bugs if pageInfo lies. Each page
+  // pulls up to `pageSize` rows, so 200 pages * 250 = 50k rows is the
+  // maximum we'll ever fetch from one table.
+  const MAX_PAGES = 200;
+
+  while (page <= MAX_PAGES) {
+    const url = new URL(`${config.url}/api/v2/tables/${tableId}/records`);
+    url.searchParams.set('limit', String(pageSize));
+    url.searchParams.set('offset', String((page - 1) * pageSize));
+
+    const res = await fetch(url, {
+      headers: {
+        'xc-token': config.token,
+        accept: 'application/json',
+      },
+    });
+
+    if (!res.ok) {
+      throw new Error(
+        `NocoDB fetch failed: ${res.status} ${res.statusText} — table ${tableId} page ${page}`,
+      );
+    }
+
+    const json = (await res.json()) as NocoDbListResponse<NocoDbRow>;
+    all.push(...json.list);
+
+    if (json.pageInfo.isLastPage || json.list.length === 0) break;
+    page += 1;
+  }
+
+  return all;
+}
+
+/**
+ * Convenience snapshot — pulls every table the migration cares about
+ * in parallel. Returned shape is the input the transform layer expects.
+ */
+export interface NocoDbSnapshot {
+  interests: NocoDbRow[];
+  residentialInterests: NocoDbRow[];
+  websiteInterestSubmissions: NocoDbRow[];
+  websiteContactFormSubmissions: NocoDbRow[];
+  websiteBerthEoiSupplements: NocoDbRow[];
+  berths: NocoDbRow[];
+  fetchedAt: string;
+}
+
+export async function fetchSnapshot(config: NocoDbConfig): Promise<NocoDbSnapshot> {
+  const [
+    interests,
+    residentialInterests,
+    websiteInterestSubmissions,
+    websiteContactFormSubmissions,
+    websiteBerthEoiSupplements,
+    berths,
+  ] = await Promise.all([
+    fetchAllRows(NOCO_TABLES.interests, config),
+    fetchAllRows(NOCO_TABLES.residentialInterests, config),
+    fetchAllRows(NOCO_TABLES.websiteInterestSubmissions, config),
+    fetchAllRows(NOCO_TABLES.websiteContactFormSubmissions, config),
+    fetchAllRows(NOCO_TABLES.websiteBerthEoiSupplements, config),
+    fetchAllRows(NOCO_TABLES.berths, config),
+  ]);
+
+  return {
+    interests,
+    residentialInterests,
+    websiteInterestSubmissions,
+    websiteContactFormSubmissions,
+    websiteBerthEoiSupplements,
+    berths,
+    fetchedAt: new Date().toISOString(),
+  };
+}

src/lib/dedup/normalize.ts

@@ -0,0 +1,418 @@
+/**
+ * Normalization helpers for the dedup pipeline.
+ *
+ * Pure functions (no DB, no React). Used by both the runtime at-create
+ * surfaces and the one-shot NocoDB migration script. Every transform
+ * here has a fixture in `tests/unit/dedup/normalize.test.ts` drawn from
+ * real dirty values observed in the legacy NocoDB Interests table.
+ *
+ * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §3.
+ */
+
+import { z } from 'zod';
+
+import { ALL_COUNTRY_CODES, getCountryName, type CountryCode } from '@/lib/i18n/countries';
+import { parsePhoneScriptSafe as parsePhone } from './phone-parse';
+
+// ─── Names ──────────────────────────────────────────────────────────────────
+
+/**
+ * Tokens that should stay lowercase mid-name. Covers the common Romance,
+ * Germanic, and Iberian particles seen in client records. The first token
+ * of a name is always title-cased even if it appears in this set.
+ */
+const PARTICLES: ReadonlySet<string> = new Set([
+  'van',
+  'von',
+  'de',
+  'del',
+  'da',
+  'das',
+  'do',
+  'dos',
+  'di',
+  'le',
+  'la',
+  'el',
+  'al',
+  'der',
+  'den',
+  'des',
+  'du',
+  'dalla',
+  'della',
+  'st',
+  'st.',
+  'y',
+]);
+
+export interface NormalizedName {
+  /** Human-readable form preserved for UI display. Trims, collapses
+   *  whitespace, fixes case, but never destroys the user's intent —
+   *  slash-with-company structure ("Daniel Wainstein / 7 Knots, LLC")
+   *  is left intact. */
+  display: string;
+  /** Lowercased form for matching. */
+  normalized: string;
+  /** Last non-particle token, lowercased. Used as a blocking key by the
+   *  dedup algorithm so we only compare candidates with similar surnames. */
+  surnameToken?: string;
+}
+
+/**
+ * Normalize a free-text full name. Trims and collapses whitespace,
+ * replaces \r/\n/\t with single spaces, intelligently title-cases
+ * ALL-CAPS surnames while keeping particles (van / de / dalla / etc.)
+ * lowercase mid-name, and preserves Irish O' surnames as O'Brien.
+ *
+ * If the input contains a `/` (slash-with-company structure like
+ * "Daniel Wainstein / 7 Knots, LLC"), the trailing company text is
+ * preserved verbatim — it's signal, not noise.
+ */
+export function normalizeName(raw: string | null | undefined): NormalizedName {
+  const safe = (raw ?? '').toString();
+  // Replace \r, \n, \t with single spaces, then collapse runs of whitespace.
+  const cleaned = safe
+    .replace(/[\r\n\t]/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+
+  if (!cleaned) {
+    return { display: '', normalized: '', surnameToken: undefined };
+  }
+
+  // Slash-with-company: title-case the part before the slash, leave the
+  // company segment untouched (it's typically already a brand we shouldn't
+  // mangle: "SAS TIKI", "7 Knots, LLC").
+  const slashIdx = cleaned.indexOf('/');
+  let displayCore: string;
+  if (slashIdx !== -1) {
+    const personPart = cleaned.slice(0, slashIdx).trim();
+    const companyPart = cleaned.slice(slashIdx + 1).trim();
+    displayCore = `${titleCaseTokens(personPart)} / ${companyPart}`;
+  } else {
+    displayCore = titleCaseTokens(cleaned);
+  }
+
+  const display = displayCore;
+  const normalized = display.toLowerCase();
+  const surnameToken = computeSurnameToken(slashIdx !== -1 ? cleaned.slice(0, slashIdx) : cleaned);
+
+  return { display, normalized, surnameToken };
+}
+
+function titleCaseTokens(s: string): string {
+  const tokens = s.split(' ').filter(Boolean);
+  if (tokens.length === 0) return '';
+  return tokens.map((tok, idx) => titleCaseOneToken(tok, idx === 0)).join(' ');
+}
+
+function titleCaseOneToken(token: string, isFirst: boolean): string {
+  if (!token) return '';
+  const lower = token.toLowerCase();
+  if (!isFirst && PARTICLES.has(lower)) return lower;
+  // O'Brien / D'Angelo / l'Estrange — capitalize the segment after each
+  // apostrophe so a lowercased input round-trips to readable Irish caps.
+  if (lower.includes("'")) {
+    return lower
+      .split("'")
+      .map((part) => (part.length > 0 ? part[0]!.toUpperCase() + part.slice(1) : part))
+      .join("'");
+  }
+  return lower[0]!.toUpperCase() + lower.slice(1);
+}
+
+function computeSurnameToken(personPart: string): string | undefined {
+  const cleaned = personPart
+    .replace(/[\r\n\t]/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+  if (!cleaned) return undefined;
+  const tokens = cleaned.split(' ').map((t) => t.toLowerCase());
+  // Walk from the right past particles to find the last "real" surname token.
+  for (let i = tokens.length - 1; i >= 0; i -= 1) {
+    const tok = tokens[i]!;
+    if (!PARTICLES.has(tok)) return tok;
+  }
+  // All tokens are particles? Fall back to the last token verbatim.
+  return tokens[tokens.length - 1];
+}
+
+// ─── Emails ─────────────────────────────────────────────────────────────────
+
+const emailSchema = z.string().email();
+
+/**
+ * Normalize a free-text email. Trims + lowercases. Returns null for empty
+ * or malformed input — caller decides whether to flag, store, or drop.
+ *
+ * Plus-aliases (`user+tag@domain.com`) are NOT stripped: they're real
+ * distinct addresses, and stripping them would auto-merge legitimately
+ * separate accounts.
+ */
+export function normalizeEmail(raw: string | null | undefined): string | null {
+  if (raw == null) return null;
+  const trimmed = raw.toString().trim().toLowerCase();
+  if (!trimmed) return null;
+  const result = emailSchema.safeParse(trimmed);
+  return result.success ? trimmed : null;
+}
+
+// ─── Phones ─────────────────────────────────────────────────────────────────
+
+export type PhoneFlag = 'multi_number' | 'placeholder' | 'unparseable';
+
+export interface NormalizedPhone {
+  /** Canonical E.164 form, e.g. '+15742740548'. Null when unparseable
+   *  or flagged as placeholder. */
+  e164: string | null;
+  /** ISO-3166-1 alpha-2 of the country the number was parsed against. */
+  country: CountryCode | null;
+  /** Display-friendly international format. Useful for migration reports. */
+  display: string | null;
+  /** Set when the input had a quirk worth surfacing in the migration
+   *  report or runtime audit log. Absent on clean parses. */
+  flagged?: PhoneFlag;
+}
+
+/**
+ * Normalize a raw user-entered phone string for comparison + storage.
+ *
+ * Pipeline:
+ *   1. strip leading apostrophe (spreadsheet copy-paste artifact)
+ *   2. strip \r / \n / \t (real values seen in NocoDB had carriage returns)
+ *   3. detect multi-number fields ("+33611111111;+33622222222",
+ *      "0677580750/0690511494") — flag and take first segment
+ *   4. strip whitespace, dots, dashes, parens, single quotes
+ *   5. convert leading "00" → "+" (international dialling code)
+ *   6. detect placeholder fakes (8+ consecutive zeros) — flag, return null e164
+ *   7. parse via libphonenumber-js
+ *   8. on parse failure or invalid number → flag 'unparseable'
+ *
+ * Returns null for empty inputs (cheaper to short-circuit than to wrap).
+ */
+export function normalizePhone(
+  raw: string | null | undefined,
+  defaultCountry?: CountryCode,
+): NormalizedPhone | null {
+  if (raw == null) return null;
+  let cleaned = raw.toString().trim();
+  if (!cleaned) return null;
+
+  // 1. Spreadsheet apostrophe prefix.
+  if (cleaned.startsWith("'")) cleaned = cleaned.slice(1);
+
+  // 2. Strip carriage returns / newlines / tabs.
+  cleaned = cleaned.replace(/[\r\n\t]/g, '');
+
+  // 3. Multi-number detection — split on /, ;, , (in that order of priority).
+  let flagged: PhoneFlag | undefined;
+  if (/[/;,]/.test(cleaned)) {
+    flagged = 'multi_number';
+    cleaned = cleaned.split(/[/;,]/)[0]!.trim();
+  }
+
+  // 4. Strip whitespace, dots, dashes, parens. Keep + for E.164 prefix.
+  cleaned = cleaned.replace(/[\s.\-()]/g, '');
+  if (!cleaned) return { e164: null, country: null, display: null, flagged: 'unparseable' };
+
+  // 5. 00 international prefix → +.
+  if (cleaned.startsWith('00')) {
+    cleaned = '+' + cleaned.slice(2);
+  }
+
+  // 6. Placeholder fakes — runs of 8+ consecutive zeros, e.g. +447000000000.
+  if (/0{8,}/.test(cleaned)) {
+    return { e164: null, country: null, display: null, flagged: 'placeholder' };
+  }
+
+  // 7. Parse via the existing i18n helper (libphonenumber-js under the hood).
+  const parsed = parsePhone(cleaned, defaultCountry);
+  if (!parsed.e164) {
+    // Couldn't even produce a canonical form — genuinely garbage.
+    return { e164: null, country: null, display: null, flagged: 'unparseable' };
+  }
+
+  // Note: we deliberately don't gate on `parsed.isValid`. The
+  // libphonenumber-js `min` build returns isValid=false for many real
+  // numbers (NANP territories share +1; some country metadata is
+  // truncated). For dedup we only need a canonical E.164 string to
+  // compare; strict validity is the form layer's problem, not ours.
+  // If a string-only test (e.g. \"abc-not-a-phone\") gets here, parse
+  // returns null e164 anyway and the branch above handles it.
+  return {
+    e164: parsed.e164,
+    country: parsed.country,
+    display: parsed.international,
+    flagged,
+  };
+}
+
+// ─── Countries ──────────────────────────────────────────────────────────────
+
+/**
+ * Aliases for canonical country names that don't match
+ * `Intl.DisplayNames(en)` output verbatim. Keys are pre-normalized
+ * (lowercase, diacritic-free, hyphens/dots → spaces, collapsed whitespace).
+ *
+ * Kept opinionated and small — only entries we've actually seen in legacy
+ * data. Adding a new alias is cheap; trying to be exhaustive isn't.
+ */
+const COUNTRY_ALIASES: Record<string, CountryCode> = {
+  // Generic abbreviations
+  usa: 'US',
+  us: 'US',
+  uk: 'GB',
+  // Saint-Barthélemy variants seen in production
+  'saint barthelemy': 'BL',
+  'saint barth': 'BL',
+  'st barth': 'BL',
+  'st barths': 'BL',
+  'st barthelemy': 'BL',
+  // Caribbean short-forms whose canonical Intl names are awkward
+  // ("Antigua and Barbuda", "Saint Vincent and the Grenadines", etc.).
+  antigua: 'AG',
+  barbuda: 'AG',
+  'st kitts': 'KN',
+  'saint kitts': 'KN',
+  nevis: 'KN',
+};
+
+/**
+ * High-frequency cities → country, used as a last-resort fallback when
+ * exact / alias / fuzzy country matching all miss. Keys are normalized.
+ *
+ * Order matters: an entry's key is also matched as a substring of the
+ * input ("Sag Harbor Y" contains "sag harbor"), so the most specific
+ * city appears first to avoid a wrong partial hit.
+ */
+const CITY_TO_COUNTRY: Record<string, CountryCode> = {
+  'kansas city': 'US',
+  'sag harbor': 'US',
+  'new york': 'US',
+  // Cities that came out unresolved from the 2026-05-03 NocoDB dry-run.
+  // Using lowercase (post-normalize keys).
+  boston: 'US',
+  tampa: 'US',
+  'fort lauderdale': 'US',
+  'port jefferson': 'US',
+  nantucket: 'US',
+  // US state abbreviations that often appear standalone or as suffix:
+  ' fl': 'US',
+  ' ma': 'US',
+  ' ny': 'US',
+  ' tx': 'US',
+  ' ca': 'US',
+  // International
+  london: 'GB',
+  paris: 'FR',
+};
+
+export type CountryConfidence = 'exact' | 'fuzzy' | 'city';
+
+export interface ResolvedCountry {
+  iso: CountryCode | null;
+  confidence: CountryConfidence | null;
+}
+
+/**
+ * Map free-text country / region input to an ISO-3166-1 alpha-2 code.
+ *
+ * Lookup order: alias → exact (vs. all locale country names) → city →
+ * fuzzy (Levenshtein ≤ 2). Anything beyond fuzzy returns null and the
+ * migration script flags the row for human review.
+ */
+export function resolveCountry(text: string | null | undefined): ResolvedCountry {
+  if (text == null) return { iso: null, confidence: null };
+  const normalized = normalizeForLookup(text.toString());
+  if (!normalized) return { iso: null, confidence: null };
+
+  // 1. Aliases — covers USA / UK / St Barth and friends.
+  const alias = COUNTRY_ALIASES[normalized];
+  if (alias) return { iso: alias, confidence: 'exact' };
+
+  // 2. Exact match against Intl-derived country names. We compare against
+  //    diacritic-stripped + lowercased canonical names so 'United States'
+  //    and 'united states' both resolve.
+  for (const code of ALL_COUNTRY_CODES) {
+    const cleanName = normalizeForLookup(getCountryName(code, 'en'));
+    if (cleanName === normalized) return { iso: code, confidence: 'exact' };
+  }
+
+  // 3. City → country fallback, exact or substring.
+  const cityExact = CITY_TO_COUNTRY[normalized];
+  if (cityExact) return { iso: cityExact, confidence: 'city' };
+  for (const [city, iso] of Object.entries(CITY_TO_COUNTRY)) {
+    if (normalized.includes(city)) return { iso, confidence: 'city' };
+  }
+
+  // 4. Fuzzy fallback (Levenshtein ≤ 2). Skipped for short inputs because
+  //    a 4-char string like "Mars" sits within distance 2 of multiple
+  //    short country names (Mali, Laos, Iran, …) — false-positive city.
+  if (normalized.length >= 6) {
+    let bestCode: CountryCode | null = null;
+    let bestDistance = Number.POSITIVE_INFINITY;
+    for (const code of ALL_COUNTRY_CODES) {
+      const cleanName = normalizeForLookup(getCountryName(code, 'en'));
+      const d = levenshtein(cleanName, normalized);
+      if (d < bestDistance) {
+        bestDistance = d;
+        bestCode = code;
+        if (d === 0) break;
+      }
+    }
+    if (bestDistance <= 2 && bestCode) {
+      return { iso: bestCode, confidence: 'fuzzy' };
+    }
+  }
+
+  return { iso: null, confidence: null };
+}
+
+/** Lowercase + strip diacritics + replace hyphens/dots with spaces +
+ *  collapse whitespace. Used by both the input and the canonical-name
+ *  side of the country comparison so they meet on the same shape. */
+function normalizeForLookup(s: string): string {
+  return s
+    .normalize('NFD')
+    .replace(/[̀-ͯ]/g, '')
+    .toLowerCase()
+    .replace(/[-.]/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+}
+
+// ─── Levenshtein ────────────────────────────────────────────────────────────
+
+/**
+ * Standard iterative Levenshtein. Used by the country fuzzy match and by
+ * the dedup algorithm's name-similarity rule. Allocates O(n*m) so callers
+ * shouldn't run it against pathological inputs — the dedup blocking
+ * strategy keeps comparison sets small.
+ *
+ * Exported so the find-matches module can reuse the same implementation
+ * without relying on an external dep.
+ */
+export function levenshtein(a: string, b: string): number {
+  if (a === b) return 0;
+  if (!a) return b.length;
+  if (!b) return a.length;
+
+  const m = a.length;
+  const n = b.length;
+  // Two rolling rows is enough — keeps memory at O(n) instead of O(n*m).
+  let prev = new Array<number>(n + 1);
+  let curr = new Array<number>(n + 1);
+  for (let j = 0; j <= n; j += 1) prev[j] = j;
+
+  for (let i = 1; i <= m; i += 1) {
+    curr[0] = i;
+    for (let j = 1; j <= n; j += 1) {
+      const cost = a[i - 1] === b[j - 1] ? 0 : 1;
+      curr[j] = Math.min(curr[j - 1]! + 1, prev[j]! + 1, prev[j - 1]! + cost);
+    }
+    [prev, curr] = [curr, prev];
+  }
+
+  return prev[n]!;
+}

src/lib/dedup/phone-parse.ts

@@ -0,0 +1,66 @@
+/**
+ * Script-safe phone parser.
+ *
+ * The project's existing `src/lib/i18n/phone.ts` imports from
+ * `libphonenumber-js`, which under Node 25 + tsx loader hits a
+ * metadata-shape interop bug (`{ default }` wrapping the JSON). It
+ * works fine in Next.js + vitest, but a `tsx scripts/...` invocation
+ * blows up.
+ *
+ * This wrapper bypasses the bundled `index.cjs.js` and calls
+ * `libphonenumber-js/core` directly with metadata loaded as raw JSON.
+ * Same surface as the i18n helper; usable from both runtimes.
+ *
+ * Used by the dedup library's `normalizePhone`. The runtime UI still
+ * imports `i18n/phone` directly — no reason to touch a working path.
+ */
+
+// eslint-disable-next-line @typescript-eslint/no-require-imports
+const core: typeof import('libphonenumber-js/core') = require('libphonenumber-js/core');
+// Load the JSON directly. The bundled `index.cjs.js` does the same
+// thing but its `require('../metadata.min.json')` hits a Node 25 ESM
+// interop bug that wraps the JSON in `{ default }`. Importing the
+// JSON file by absolute path through the package root sidesteps it.
+// eslint-disable-next-line @typescript-eslint/no-require-imports, @typescript-eslint/no-explicit-any
+const metadata: any = require('libphonenumber-js/metadata.min.json');
+
+import type { CountryCode } from '@/lib/i18n/countries';
+
+export interface ParsedPhone {
+  e164: string | null;
+  country: CountryCode | null;
+  national: string | null;
+  international: string | null;
+  isValid: boolean;
+}
+
+const EMPTY: ParsedPhone = {
+  e164: null,
+  country: null,
+  national: null,
+  international: null,
+  isValid: false,
+};
+
+export function parsePhoneScriptSafe(raw: string, defaultCountry?: CountryCode): ParsedPhone {
+  const trimmed = raw.trim();
+  if (!trimmed) return EMPTY;
+  try {
+    // The core entry expects its own `CountryCode` type from
+    // libphonenumber-js. Our `CountryCode` type is the same set of ISO
+    // alpha-2 codes (we re-derive from the same Intl source) so this
+    // cast is structural-equivalent, not lossy.
+    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+    const parsed = core.parsePhoneNumberFromString(trimmed, defaultCountry as any, metadata);
+    if (!parsed) return EMPTY;
+    return {
+      e164: parsed.number,
+      country: (parsed.country ?? null) as CountryCode | null,
+      national: parsed.formatNational(),
+      international: parsed.formatInternational(),
+      isValid: parsed.isValid(),
+    };
+  } catch {
+    return EMPTY;
+  }
+}

src/lib/pdf/templates/reports/pipeline-report.ts

@@ -58,10 +58,11 @@ export function buildPipelineInputs(
     'open',
     'details_sent',
     'in_communication',
-    'visited',
-    'signed_eoi_nda',
+    'eoi_sent',
+    'eoi_signed',
     'deposit_10pct',
-    'contract',
+    'contract_sent',
+    'contract_signed',
     'completed',
   ];
 
@@ -73,9 +74,7 @@ export function buildPipelineInputs(
     });
 
   // Include stages not in standard order
-  const unknownStages = Object.keys(data.stageCounts).filter(
-    (s) => !stageOrder.includes(s),
-  );
+  const unknownStages = Object.keys(data.stageCounts).filter((s) => !stageOrder.includes(s));
   for (const stage of unknownStages) {
     summaryLines.push(`${stage}: ${data.stageCounts[stage]} interest(s)`);
   }

src/lib/pdf/templates/reports/revenue-report.ts

@@ -50,18 +50,16 @@ export const revenueReportTemplate: Template = {
   ],
 };
 
-export function buildRevenueInputs(
-  data: RevenueData,
-  portName?: string,
-): Record<string, string>[] {
+export function buildRevenueInputs(data: RevenueData, portName?: string): Record<string, string>[] {
   const stageOrder = [
     'open',
     'details_sent',
     'in_communication',
-    'visited',
-    'signed_eoi_nda',
+    'eoi_sent',
+    'eoi_signed',
     'deposit_10pct',
-    'contract',
+    'contract_sent',
+    'contract_signed',
     'completed',
   ];
 

src/lib/queue/workers/webhooks.ts

@@ -84,6 +84,28 @@ export const webhooksWorker = new Worker(
       return;
     }
 
+    // Safety net: when EMAIL_REDIRECT_TO is set (dev / staging / migration
+    // dry-run), short-circuit webhook delivery so we don't accidentally
+    // ping a user-configured production endpoint with synthetic events.
+    // Records the delivery as `dead_letter` with a clear reason so the
+    // attempt is still visible in the deliveries listing.
+    if (process.env.EMAIL_REDIRECT_TO) {
+      logger.info(
+        { webhookId, deliveryId, url: webhook.url },
+        'Webhook delivery skipped (EMAIL_REDIRECT_TO is set — outbound comms are paused)',
+      );
+      await db
+        .update(webhookDeliveries)
+        .set({
+          status: 'dead_letter',
+          responseStatus: null,
+          responseBody: 'Skipped: EMAIL_REDIRECT_TO is set, outbound comms paused.',
+          deliveredAt: new Date(),
+        })
+        .where(eq(webhookDeliveries.id, deliveryId));
+      return;
+    }
+
     // 2. Decrypt secret
     let secret: string;
     try {

src/lib/services/client-merge.service.ts

@@ -0,0 +1,393 @@
+/**
+ * Client merge service — atomically combines two client records.
+ *
+ * Used by:
+ *   - /admin/duplicates review queue (when an admin confirms a merge)
+ *   - the at-create suggestion path ("use existing client") — though
+ *     that path uses the lighter `attachInterestToClient` and never
+ *     actually merges two pre-existing clients
+ *   - the migration script's `--apply` (eventually)
+ *
+ * Reversibility: every merge writes a `client_merge_log` row containing
+ * the loser's full pre-merge state. Within the configured undo window
+ * (default 7 days, see `dedup_undo_window_days` in system_settings) a
+ * follow-up `unmergeClients` call can restore the loser and detach
+ * everything that was reattached.
+ *
+ * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §6.
+ */
+
+import { and, eq, sql } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import {
+  clients,
+  clientContacts,
+  clientAddresses,
+  clientNotes,
+  clientTags,
+  clientRelationships,
+  clientMergeLog,
+  clientMergeCandidates,
+} from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { berthReservations } from '@/lib/db/schema/reservations';
+import { auditLogs } from '@/lib/db/schema/system';
+
+// ─── Public API ─────────────────────────────────────────────────────────────
+
+export interface MergeFieldChoices {
+  /** Per-field overrides — `winner` keeps the surviving client's value;
+   *  `loser` copies the loser's value over. Fields not listed default
+   *  to `winner` (no change). */
+  fullName?: 'winner' | 'loser';
+  nationalityIso?: 'winner' | 'loser';
+  preferredContactMethod?: 'winner' | 'loser';
+  preferredLanguage?: 'winner' | 'loser';
+  timezone?: 'winner' | 'loser';
+  source?: 'winner' | 'loser';
+  sourceDetails?: 'winner' | 'loser';
+}
+
+export interface MergeOptions {
+  winnerId: string;
+  loserId: string;
+  /** ID of the user performing the merge (for audit + clientMergeLog.mergedBy). */
+  mergedBy: string;
+  /** Per-field choice overrides. Multi-value fields (contacts, addresses,
+   *  notes, tags) are always preserved from both sides; this only
+   *  affects single-value scalar fields on the `clients` row. */
+  fieldChoices?: MergeFieldChoices;
+}
+
+export interface MergeResult {
+  mergeLogId: string;
+  movedRows: {
+    interests: number;
+    contacts: number;
+    addresses: number;
+    notes: number;
+    tags: number;
+    relationships: number;
+    reservations: number;
+  };
+}
+
+/**
+ * Atomically merge `loserId` into `winnerId`. Throws if:
+ *   - either id doesn't exist or belongs to a different port
+ *   - the loser has already been merged (mergedIntoClientId set)
+ *   - the winner is itself archived
+ */
+export async function mergeClients(opts: MergeOptions): Promise<MergeResult> {
+  if (opts.winnerId === opts.loserId) {
+    throw new Error('Cannot merge a client into itself');
+  }
+
+  return await db.transaction(async (tx) => {
+    // ── Lock both rows for the duration. The first FOR UPDATE that
+    //    arrives wins; a concurrent second merge of the same loser
+    //    will see `mergedIntoClientId` set and bail. ──────────────────────
+    const [winnerRow] = await tx
+      .select()
+      .from(clients)
+      .where(eq(clients.id, opts.winnerId))
+      .for('update');
+    const [loserRow] = await tx
+      .select()
+      .from(clients)
+      .where(eq(clients.id, opts.loserId))
+      .for('update');
+
+    if (!winnerRow) throw new Error(`Winner client ${opts.winnerId} not found`);
+    if (!loserRow) throw new Error(`Loser client ${opts.loserId} not found`);
+    if (winnerRow.portId !== loserRow.portId) {
+      throw new Error('Cannot merge clients across different ports');
+    }
+    if (loserRow.mergedIntoClientId) {
+      throw new Error(`Loser ${opts.loserId} already merged into ${loserRow.mergedIntoClientId}`);
+    }
+    if (winnerRow.archivedAt) {
+      throw new Error('Cannot merge into an archived client');
+    }
+
+    // ── Snapshot the loser's full state before any mutation. Used by
+    //    `unmergeClients` to restore within the undo window. ──────────────
+    const loserContacts = await tx
+      .select()
+      .from(clientContacts)
+      .where(eq(clientContacts.clientId, opts.loserId));
+    const loserAddresses = await tx
+      .select()
+      .from(clientAddresses)
+      .where(eq(clientAddresses.clientId, opts.loserId));
+    const loserNotes = await tx
+      .select()
+      .from(clientNotes)
+      .where(eq(clientNotes.clientId, opts.loserId));
+    const loserTags = await tx
+      .select()
+      .from(clientTags)
+      .where(eq(clientTags.clientId, opts.loserId));
+    const loserInterests = await tx
+      .select({ id: interests.id })
+      .from(interests)
+      .where(eq(interests.clientId, opts.loserId));
+    const loserReservations = await tx
+      .select({ id: berthReservations.id })
+      .from(berthReservations)
+      .where(eq(berthReservations.clientId, opts.loserId));
+    const loserRelationshipsAsA = await tx
+      .select()
+      .from(clientRelationships)
+      .where(eq(clientRelationships.clientAId, opts.loserId));
+    const loserRelationshipsAsB = await tx
+      .select()
+      .from(clientRelationships)
+      .where(eq(clientRelationships.clientBId, opts.loserId));
+
+    const snapshot = {
+      loser: loserRow,
+      contacts: loserContacts,
+      addresses: loserAddresses,
+      notes: loserNotes,
+      tags: loserTags,
+      interests: loserInterests.map((r) => r.id),
+      reservations: loserReservations.map((r) => r.id),
+      relationshipsAsA: loserRelationshipsAsA,
+      relationshipsAsB: loserRelationshipsAsB,
+      fieldChoices: opts.fieldChoices ?? {},
+      mergedAt: new Date().toISOString(),
+    };
+
+    // ── Apply field choices on the winner. We only touch fields the
+    //    caller explicitly asked to copy from the loser; everything
+    //    else stays as-is. ────────────────────────────────────────────────
+    const fieldUpdates: Partial<typeof winnerRow> = {};
+    if (opts.fieldChoices?.fullName === 'loser') fieldUpdates.fullName = loserRow.fullName;
+    if (opts.fieldChoices?.nationalityIso === 'loser')
+      fieldUpdates.nationalityIso = loserRow.nationalityIso;
+    if (opts.fieldChoices?.preferredContactMethod === 'loser')
+      fieldUpdates.preferredContactMethod = loserRow.preferredContactMethod;
+    if (opts.fieldChoices?.preferredLanguage === 'loser')
+      fieldUpdates.preferredLanguage = loserRow.preferredLanguage;
+    if (opts.fieldChoices?.timezone === 'loser') fieldUpdates.timezone = loserRow.timezone;
+    if (opts.fieldChoices?.source === 'loser') fieldUpdates.source = loserRow.source;
+    if (opts.fieldChoices?.sourceDetails === 'loser')
+      fieldUpdates.sourceDetails = loserRow.sourceDetails;
+
+    if (Object.keys(fieldUpdates).length > 0) {
+      await tx
+        .update(clients)
+        .set({ ...fieldUpdates, updatedAt: new Date() })
+        .where(eq(clients.id, opts.winnerId));
+    }
+
+    // ── Reattach. Each table that points at the loser via clientId
+    //    gets pointed at the winner instead. ─────────────────────────────
+
+    const movedInterests = (
+      await tx
+        .update(interests)
+        .set({ clientId: opts.winnerId, updatedAt: new Date() })
+        .where(eq(interests.clientId, opts.loserId))
+        .returning({ id: interests.id })
+    ).length;
+
+    const movedReservations = (
+      await tx
+        .update(berthReservations)
+        .set({ clientId: opts.winnerId, updatedAt: new Date() })
+        .where(eq(berthReservations.clientId, opts.loserId))
+        .returning({ id: berthReservations.id })
+    ).length;
+
+    // Contacts: move loser's contacts to winner, but DON'T duplicate any
+    // already-present (channel, value) pair. Loser-only ones get
+    // demoted to non-primary so the winner's primary stays intact.
+    const winnerContacts = await tx
+      .select({ channel: clientContacts.channel, value: clientContacts.value })
+      .from(clientContacts)
+      .where(eq(clientContacts.clientId, opts.winnerId));
+    const winnerContactKeys = new Set(
+      winnerContacts.map((c) => `${c.channel}::${c.value.toLowerCase()}`),
+    );
+
+    let movedContacts = 0;
+    for (const c of loserContacts) {
+      const key = `${c.channel}::${c.value.toLowerCase()}`;
+      if (winnerContactKeys.has(key)) {
+        // Winner already has this contact — drop loser's row (cascade
+        // will clean up when loser is archived). But we keep snapshot
+        // so undo restores it.
+        continue;
+      }
+      await tx
+        .update(clientContacts)
+        .set({ clientId: opts.winnerId, isPrimary: false, updatedAt: new Date() })
+        .where(eq(clientContacts.id, c.id));
+      movedContacts += 1;
+    }
+
+    // Addresses: same shape as contacts, but uniqueness is harder to
+    // detect cleanly (free-text street). Just move them all and let the
+    // user dedupe in the UI later.
+    const movedAddresses = (
+      await tx
+        .update(clientAddresses)
+        .set({ clientId: opts.winnerId, isPrimary: false, updatedAt: new Date() })
+        .where(eq(clientAddresses.clientId, opts.loserId))
+        .returning({ id: clientAddresses.id })
+    ).length;
+
+    const movedNotes = (
+      await tx
+        .update(clientNotes)
+        .set({ clientId: opts.winnerId, updatedAt: new Date() })
+        .where(eq(clientNotes.clientId, opts.loserId))
+        .returning({ id: clientNotes.id })
+    ).length;
+
+    // Tags: copy any loser-only tag to the winner; drop overlap.
+    const winnerTags = await tx
+      .select({ tagId: clientTags.tagId })
+      .from(clientTags)
+      .where(eq(clientTags.clientId, opts.winnerId));
+    const winnerTagSet = new Set(winnerTags.map((t) => t.tagId));
+    let movedTags = 0;
+    for (const t of loserTags) {
+      if (!winnerTagSet.has(t.tagId)) {
+        await tx.insert(clientTags).values({ clientId: opts.winnerId, tagId: t.tagId });
+        movedTags += 1;
+      }
+    }
+    await tx.delete(clientTags).where(eq(clientTags.clientId, opts.loserId));
+
+    // Relationships: rewrite each FK side to point at the winner. Keep
+    // both sides regardless — even if A and B both end up as the same
+    // person, the row is preserved for audit; the UI hides self-loops.
+    const movedRelationships =
+      (
+        await tx
+          .update(clientRelationships)
+          .set({ clientAId: opts.winnerId })
+          .where(eq(clientRelationships.clientAId, opts.loserId))
+          .returning({ id: clientRelationships.id })
+      ).length +
+      (
+        await tx
+          .update(clientRelationships)
+          .set({ clientBId: opts.winnerId })
+          .where(eq(clientRelationships.clientBId, opts.loserId))
+          .returning({ id: clientRelationships.id })
+      ).length;
+
+    // ── Archive the loser. Row stays in DB for the undo window;
+    //    `mergedIntoClientId` is the redirect pointer for any stragglers
+    //    (links / direct queries / saved views). ──────────────────────────
+    await tx
+      .update(clients)
+      .set({
+        archivedAt: new Date(),
+        mergedIntoClientId: opts.winnerId,
+        updatedAt: new Date(),
+      })
+      .where(eq(clients.id, opts.loserId));
+
+    // ── Mark any open merge candidate row for this pair as resolved. ───
+    await tx
+      .update(clientMergeCandidates)
+      .set({
+        status: 'merged',
+        resolvedAt: new Date(),
+        resolvedBy: opts.mergedBy,
+      })
+      .where(
+        and(
+          eq(clientMergeCandidates.portId, winnerRow.portId),
+          // pair stored in canonical order — match either direction
+          sql`(
+            (${clientMergeCandidates.clientAId} = ${opts.winnerId}
+             AND ${clientMergeCandidates.clientBId} = ${opts.loserId})
+            OR
+            (${clientMergeCandidates.clientAId} = ${opts.loserId}
+             AND ${clientMergeCandidates.clientBId} = ${opts.winnerId})
+          )`,
+        ),
+      );
+
+    // ── Write the merge log + audit log. ────────────────────────────────
+    const [logRow] = await tx
+      .insert(clientMergeLog)
+      .values({
+        portId: winnerRow.portId,
+        survivingClientId: opts.winnerId,
+        mergedClientId: opts.loserId,
+        mergedBy: opts.mergedBy,
+        mergeDetails: snapshot,
+      })
+      .returning({ id: clientMergeLog.id });
+
+    await tx.insert(auditLogs).values({
+      portId: winnerRow.portId,
+      userId: opts.mergedBy,
+      entityType: 'client',
+      entityId: opts.winnerId,
+      action: 'merge',
+      newValue: {
+        loserId: opts.loserId,
+        loserName: loserRow.fullName,
+        movedInterests,
+        movedReservations,
+        movedContacts,
+        movedAddresses,
+      },
+    });
+
+    return {
+      mergeLogId: logRow!.id,
+      movedRows: {
+        interests: movedInterests,
+        contacts: movedContacts,
+        addresses: movedAddresses,
+        notes: movedNotes,
+        tags: movedTags,
+        relationships: movedRelationships,
+        reservations: movedReservations,
+      },
+    };
+  });
+}
+
+// ─── Convenience: list merge candidates for a port ──────────────────────────
+
+export interface MergeCandidatePair {
+  id: string;
+  clientAId: string;
+  clientBId: string;
+  score: number;
+  reasons: string[];
+  status: string;
+  createdAt: Date;
+}
+
+/** Fetch pending merge candidate pairs for the admin review queue. */
+export async function listPendingMergeCandidates(portId: string): Promise<MergeCandidatePair[]> {
+  const rows = await db
+    .select()
+    .from(clientMergeCandidates)
+    .where(
+      and(eq(clientMergeCandidates.portId, portId), eq(clientMergeCandidates.status, 'pending')),
+    )
+    .orderBy(sql`${clientMergeCandidates.score} DESC`);
+
+  return rows.map((r) => ({
+    id: r.id,
+    clientAId: r.clientAId,
+    clientBId: r.clientBId,
+    score: r.score,
+    reasons: Array.isArray(r.reasons) ? (r.reasons as string[]) : [],
+    status: r.status,
+    createdAt: r.createdAt,
+  }));
+}

src/lib/services/clients.service.ts

@@ -1,9 +1,10 @@
-import { and, count, eq, ilike, inArray, isNull } from 'drizzle-orm';
+import { and, count, desc, eq, ilike, inArray, isNull } from 'drizzle-orm';
 
 import { db } from '@/lib/db';
 import {
   clients,
   clientContacts,
+  clientNotes,
   clientRelationships,
   clientTags,
   clientAddresses,
@@ -11,6 +12,8 @@ import {
 import { companies, companyMemberships } from '@/lib/db/schema/companies';
 import { yachts } from '@/lib/db/schema/yachts';
 import { berthReservations } from '@/lib/db/schema/reservations';
+import { interests } from '@/lib/db/schema/interests';
+import { berths } from '@/lib/db/schema/berths';
 import { tags } from '@/lib/db/schema/system';
 import { createAuditLog, type AuditMeta } from '@/lib/audit';
 import { NotFoundError, ValidationError } from '@/lib/errors';
@@ -81,7 +84,7 @@ export async function listClients(portId: string, query: ListClientsInput) {
 
   const ids = result.data.map((r) => r.id);
 
-  const [yachtCounts, companyCounts] = await Promise.all([
+  const [yachtCounts, companyCounts, interestRows, interestCounts] = await Promise.all([
     db
       .select({ ownerId: yachts.currentOwnerId, count: count() })
       .from(yachts)
@@ -99,18 +102,67 @@ export async function listClients(portId: string, query: ListClientsInput) {
       .from(companyMemberships)
       .where(and(inArray(companyMemberships.clientId, ids), isNull(companyMemberships.endDate)))
       .groupBy(companyMemberships.clientId),
+    db
+      .select({
+        clientId: interests.clientId,
+        pipelineStage: interests.pipelineStage,
+        updatedAt: interests.updatedAt,
+        mooringNumber: berths.mooringNumber,
+      })
+      .from(interests)
+      .leftJoin(berths, eq(berths.id, interests.berthId))
+      .where(
+        and(
+          eq(interests.portId, portId),
+          inArray(interests.clientId, ids),
+          isNull(interests.archivedAt),
+        ),
+      )
+      .orderBy(desc(interests.updatedAt)),
+    db
+      .select({ clientId: interests.clientId, count: count() })
+      .from(interests)
+      .where(
+        and(
+          eq(interests.portId, portId),
+          inArray(interests.clientId, ids),
+          isNull(interests.archivedAt),
+        ),
+      )
+      .groupBy(interests.clientId),
   ]);
 
   const yachtCountMap = new Map(yachtCounts.map((r) => [r.ownerId, r.count]));
   const companyCountMap = new Map(companyCounts.map((r) => [r.clientId, r.count]));
+  const interestCountMap = new Map(interestCounts.map((r) => [r.clientId, r.count]));
+  // interestRows is sorted desc by updatedAt; first hit per clientId is the latest.
+  const latestInterestMap = new Map<string, { stage: string; mooringNumber: string | null }>();
+  for (const row of interestRows) {
+    if (!latestInterestMap.has(row.clientId)) {
+      latestInterestMap.set(row.clientId, {
+        stage: row.pipelineStage,
+        mooringNumber: row.mooringNumber,
+      });
+    }
+  }
 
   return {
     ...result,
-    data: result.data.map((row) => ({
-      ...row,
-      yachtCount: yachtCountMap.get(row.id) ?? 0,
-      companyCount: companyCountMap.get(row.id) ?? 0,
-    })),
+    data: result.data.map((row) => {
+      const latest = latestInterestMap.get(row.id);
+      return {
+        ...row,
+        yachtCount: yachtCountMap.get(row.id) ?? 0,
+        companyCount: companyCountMap.get(row.id) ?? 0,
+        interestCount: interestCountMap.get(row.id) ?? 0,
+        latestInterest: latest
+          ? {
+              stage: latest.stage,
+              mooringNumber: latest.mooringNumber,
+            }
+          : null,
+      };
+    }),
   };
 }
 
@@ -200,6 +252,19 @@ export async function getClientById(id: string, portId: string) {
 
   const portalEnabled = await isPortalEnabledForPort(portId);
 
+  // Counts surfaced for tab badges (Interests + Notes — Yachts/Companies/etc
+  // get their counts from the corresponding row arrays we already fetched).
+  const [interestCountRow] = await db
+    .select({ count: count() })
+    .from(interests)
+    .where(
+      and(eq(interests.portId, portId), eq(interests.clientId, id), isNull(interests.archivedAt)),
+    );
+  const [noteCountRow] = await db
+    .select({ count: count() })
+    .from(clientNotes)
+    .where(eq(clientNotes.clientId, id));
+
   return {
     ...client,
     contacts,
@@ -208,6 +273,8 @@ export async function getClientById(id: string, portId: string) {
     yachts: yachtRows,
     companies: membershipRows,
     activeReservations,
+    interestCount: interestCountRow?.count ?? 0,
+    noteCount: noteCountRow?.count ?? 0,
     clientPortalEnabled: portalEnabled,
   };
 }

src/lib/services/documenso-client.ts

@@ -87,17 +87,72 @@ export interface DocumensoDocument {
   }>;
 }
 
+/**
+ * When EMAIL_REDIRECT_TO is set (dev / staging), rewrite every recipient
+ * email so Documenso doesn't accidentally email real clients during a
+ * data import / migration dry-run. Names are prefixed with the original
+ * email so the recipient (you) can tell who would have received the doc.
+ *
+ * In production this env var is unset and recipients flow through unchanged.
+ */
+function applyRecipientRedirect(recipients: DocumensoRecipient[]): DocumensoRecipient[] {
+  if (!env.EMAIL_REDIRECT_TO) return recipients;
+  return recipients.map((r) => ({
+    ...r,
+    name: `${r.name} (was: ${r.email})`,
+    email: env.EMAIL_REDIRECT_TO!,
+  }));
+}
+
+/**
+ * Same idea for the template-generate endpoint, which takes a payload
+ * shape with recipient email/name nested inside `formValues` (Documenso
+ * v1.13) or `recipients` (Documenso 2.x). We rewrite both shapes.
+ */
+function applyPayloadRedirect(payload: Record<string, unknown>): Record<string, unknown> {
+  if (!env.EMAIL_REDIRECT_TO) return payload;
+  const out: Record<string, unknown> = { ...payload };
+  // 2.x recipient shape
+  if (Array.isArray(out.recipients)) {
+    out.recipients = (out.recipients as Array<Record<string, unknown>>).map((r) => ({
+      ...r,
+      name: `${String(r.name ?? '')} (was: ${String(r.email ?? '')})`,
+      email: env.EMAIL_REDIRECT_TO,
+    }));
+  }
+  // v1.13 formValues shape — keys vary per template; key by anything that
+  // looks like an email field. The conservative approach: only touch keys
+  // that already hold a string and end with `Email` / `email`.
+  if (out.formValues && typeof out.formValues === 'object') {
+    const fv = { ...(out.formValues as Record<string, unknown>) };
+    for (const key of Object.keys(fv)) {
+      if (/email$/i.test(key) && typeof fv[key] === 'string') {
+        fv[key] = env.EMAIL_REDIRECT_TO;
+      }
+    }
+    out.formValues = fv;
+  }
+  return out;
+}
+
 export async function createDocument(
   title: string,
   pdfBase64: string,
   recipients: DocumensoRecipient[],
   portId?: string,
 ): Promise<DocumensoDocument> {
+  const safeRecipients = applyRecipientRedirect(recipients);
+  if (env.EMAIL_REDIRECT_TO) {
+    logger.info(
+      { redirected: safeRecipients.length, original: recipients.map((r) => r.email) },
+      'Documenso recipients redirected to EMAIL_REDIRECT_TO',
+    );
+  }
   return documensoFetch(
     '/api/v1/documents',
     {
       method: 'POST',
-      body: JSON.stringify({ title, document: pdfBase64, recipients }),
+      body: JSON.stringify({ title, document: pdfBase64, recipients: safeRecipients }),
     },
     portId,
   ).then(normalizeDocument);
@@ -108,17 +163,43 @@ export async function generateDocumentFromTemplate(
   payload: Record<string, unknown>,
   portId?: string,
 ): Promise<DocumensoDocument> {
+  const safePayload = applyPayloadRedirect(payload);
+  if (env.EMAIL_REDIRECT_TO) {
+    logger.info(
+      { templateId },
+      'Documenso template-generate payload redirected to EMAIL_REDIRECT_TO',
+    );
+  }
   return documensoFetch(
     `/api/v1/templates/${templateId}/generate-document`,
     {
       method: 'POST',
-      body: JSON.stringify(payload),
+      body: JSON.stringify(safePayload),
     },
     portId,
   ).then(normalizeDocument);
 }
 
+/**
+ * Tell Documenso to actually email the document to its recipients. The
+ * recipients themselves are set at create-time (and rerouted to
+ * EMAIL_REDIRECT_TO when set), but this is a belt-and-braces guard for
+ * documents that may have been created BEFORE the redirect was turned on
+ * (i.e. real-recipient documents now triggered by an automation while
+ * we're trying to hold comms). When the redirect is on we skip the API
+ * call entirely and return a synthetic "still pending" response.
+ */
 export async function sendDocument(docId: string, portId?: string): Promise<DocumensoDocument> {
+  if (env.EMAIL_REDIRECT_TO) {
+    logger.warn(
+      { docId, portId, redirect: env.EMAIL_REDIRECT_TO },
+      'sendDocument SKIPPED — EMAIL_REDIRECT_TO is set, outbound comms paused',
+    );
+    // Return the existing doc shape so downstream code doesn't see an
+    // unexpected null. The document remains in DRAFT/PENDING from
+    // Documenso's perspective.
+    return getDocument(docId, portId);
+  }
   return documensoFetch(
     `/api/v1/documents/${docId}/send`,
     {
@@ -132,11 +213,23 @@ export async function getDocument(docId: string, portId?: string): Promise<Docum
   return documensoFetch(`/api/v1/documents/${docId}`, undefined, portId).then(normalizeDocument);
 }
 
+/**
+ * Email a signing reminder to one recipient. Skipped entirely when
+ * EMAIL_REDIRECT_TO is set — the recipient's stored email may still be
+ * a real client address from before the redirect was enabled.
+ */
 export async function sendReminder(
   docId: string,
   signerId: string,
   portId?: string,
 ): Promise<void> {
+  if (env.EMAIL_REDIRECT_TO) {
+    logger.warn(
+      { docId, signerId, portId, redirect: env.EMAIL_REDIRECT_TO },
+      'sendReminder SKIPPED — EMAIL_REDIRECT_TO is set, outbound comms paused',
+    );
+    return;
+  }
   await documensoFetch(
     `/api/v1/documents/${docId}/recipients/${signerId}/remind`,
     {

src/lib/services/email-compose.service.ts

@@ -5,7 +5,9 @@ import { db } from '@/lib/db';
 import { emailAccounts, emailMessages, emailThreads } from '@/lib/db/schema/email';
 import { documents, documentEvents, files } from '@/lib/db/schema/documents';
 import { createAuditLog, type AuditMeta } from '@/lib/audit';
+import { env } from '@/lib/env';
 import { NotFoundError, ForbiddenError } from '@/lib/errors';
+import { logger } from '@/lib/logger';
 import { getDecryptedCredentials } from '@/lib/services/email-accounts.service';
 import { getPortEmailConfig } from '@/lib/services/port-config';
 import { sendEmail as sendSystemEmail } from '@/lib/email';
@@ -127,12 +129,38 @@ export async function sendEmail(
       )
     : undefined;
 
+  // Safety net: when EMAIL_REDIRECT_TO is set, every recipient is rerouted
+  // to that address and the subject is prefixed so the operator can see
+  // who would have received the message. This service builds its OWN
+  // transporter (per-account SMTP) so it doesn't go through sendEmail's
+  // redirect — we apply the same logic here.
+  const requestedTo = data.to.join(', ');
+  const requestedCc = data.cc?.join(', ');
+  const effectiveTo = env.EMAIL_REDIRECT_TO ?? requestedTo;
+  const effectiveCc = env.EMAIL_REDIRECT_TO ? undefined : requestedCc;
+  const effectiveSubject = env.EMAIL_REDIRECT_TO
+    ? `[redirected from ${requestedTo}${requestedCc ? `, cc=${requestedCc}` : ''}] ${data.subject}`
+    : data.subject;
+  if (env.EMAIL_REDIRECT_TO) {
+    logger.info(
+      {
+        userId,
+        portId,
+        accountId: data.accountId,
+        originalTo: requestedTo,
+        originalCc: requestedCc ?? null,
+        redirectedTo: env.EMAIL_REDIRECT_TO,
+      },
+      'email-compose redirected to EMAIL_REDIRECT_TO',
+    );
+  }
+
   // Send via the user's SMTP transporter
   const info = await transporter.sendMail({
     from: account.emailAddress,
-    to: data.to.join(', '),
-    cc: data.cc?.join(', '),
-    subject: data.subject,
+    to: effectiveTo,
+    cc: effectiveCc,
+    subject: effectiveSubject,
     html: data.bodyHtml,
     inReplyTo,
     references,

tests/helpers/factories.ts

@@ -635,10 +635,11 @@ export function makeCreateInterestInput(overrides?: {
     | 'open'
     | 'details_sent'
     | 'in_communication'
-    | 'visited'
-    | 'signed_eoi_nda'
+    | 'eoi_sent'
+    | 'eoi_signed'
     | 'deposit_10pct'
-    | 'contract'
+    | 'contract_sent'
+    | 'contract_signed'
     | 'completed';
 }) {
   return {

tests/integration/alerts-engine.test.ts

@@ -181,7 +181,7 @@ describe('alert engine', () => {
     await db.insert(interests).values({
       portId: port.id,
       clientId: client.id,
-      pipelineStage: 'visited',
+      pipelineStage: 'in_communication',
       leadCategory: 'hot_lead',
       dateLastContact: stale,
       updatedAt: stale,

tests/integration/dedup/client-merge.test.ts

@@ -0,0 +1,183 @@
+/**
+ * Client merge service — end-to-end integration test.
+ *
+ * Spins up two real clients in a real port via the factory helpers,
+ * attaches a few satellites (interest, contact, address, note),
+ * merges them, and asserts everything survived in the right place
+ * with the merge log written.
+ */
+import { describe, expect, it } from 'vitest';
+import { eq } from 'drizzle-orm';
+
+import { db } from '@/lib/db';
+import { clients, clientContacts, clientNotes, clientMergeLog } from '@/lib/db/schema/clients';
+import { interests } from '@/lib/db/schema/interests';
+import { mergeClients } from '@/lib/services/client-merge.service';
+import { makeClient, makePort, makeBerth } from '../../helpers/factories';
+
+describe('mergeClients', () => {
+  it('moves interests and contacts from loser to winner; archives loser; writes merge log', async () => {
+    const port = await makePort();
+    const winner = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus Laurent' },
+    });
+    const loser = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus Laurent (dup)' },
+    });
+
+    // Attach contact + interest to loser
+    await db.insert(clientContacts).values({
+      clientId: loser.id,
+      channel: 'email',
+      value: 'marcus@example.com',
+      isPrimary: true,
+    });
+    await db.insert(clientNotes).values({
+      clientId: loser.id,
+      authorId: 'test-user',
+      content: 'Loser-side note',
+    });
+    const berth = await makeBerth({ portId: port.id });
+    await db.insert(interests).values({
+      portId: port.id,
+      clientId: loser.id,
+      berthId: berth.id,
+      pipelineStage: 'open',
+      leadCategory: 'general_interest',
+    });
+
+    // ── Merge ─────────────────────────────────────────────────────────────
+    const result = await mergeClients({
+      winnerId: winner.id,
+      loserId: loser.id,
+      mergedBy: 'test-user',
+    });
+
+    expect(result.movedRows.interests).toBe(1);
+    expect(result.movedRows.contacts).toBe(1);
+    expect(result.movedRows.notes).toBe(1);
+
+    // ── Loser should be archived with mergedIntoClientId set ──────────────
+    const [archivedLoser] = await db.select().from(clients).where(eq(clients.id, loser.id));
+    expect(archivedLoser?.archivedAt).not.toBeNull();
+    expect(archivedLoser?.mergedIntoClientId).toBe(winner.id);
+
+    // ── All loser-side rows now point at the winner ───────────────────────
+    const winnerInterests = await db
+      .select()
+      .from(interests)
+      .where(eq(interests.clientId, winner.id));
+    expect(winnerInterests).toHaveLength(1);
+
+    const winnerContacts = await db
+      .select()
+      .from(clientContacts)
+      .where(eq(clientContacts.clientId, winner.id));
+    expect(winnerContacts.find((c) => c.value === 'marcus@example.com')).toBeDefined();
+
+    const winnerNotes = await db
+      .select()
+      .from(clientNotes)
+      .where(eq(clientNotes.clientId, winner.id));
+    expect(winnerNotes.find((n) => n.content === 'Loser-side note')).toBeDefined();
+
+    // ── Merge log row exists with snapshot ────────────────────────────────
+    const [log] = await db
+      .select()
+      .from(clientMergeLog)
+      .where(eq(clientMergeLog.id, result.mergeLogId));
+    expect(log?.survivingClientId).toBe(winner.id);
+    expect(log?.mergedClientId).toBe(loser.id);
+    expect(log?.mergedBy).toBe('test-user');
+    expect(log?.mergeDetails).toBeDefined();
+  });
+
+  it('refuses to merge a client into itself', async () => {
+    const port = await makePort();
+    const c = await makeClient({ portId: port.id });
+    await expect(mergeClients({ winnerId: c.id, loserId: c.id, mergedBy: 'u' })).rejects.toThrow(
+      /itself/i,
+    );
+  });
+
+  it('refuses to merge across different ports', async () => {
+    const portA = await makePort();
+    const portB = await makePort();
+    const a = await makeClient({ portId: portA.id });
+    const b = await makeClient({ portId: portB.id });
+    await expect(mergeClients({ winnerId: a.id, loserId: b.id, mergedBy: 'u' })).rejects.toThrow(
+      /different ports/i,
+    );
+  });
+
+  it('refuses to merge a client that has already been merged', async () => {
+    const port = await makePort();
+    const winner = await makeClient({ portId: port.id });
+    const loser = await makeClient({ portId: port.id });
+    // First merge succeeds.
+    await mergeClients({ winnerId: winner.id, loserId: loser.id, mergedBy: 'u' });
+    // Second merge of the same loser should refuse.
+    const winner2 = await makeClient({ portId: port.id });
+    await expect(
+      mergeClients({ winnerId: winner2.id, loserId: loser.id, mergedBy: 'u' }),
+    ).rejects.toThrow(/already merged/i);
+  });
+
+  it('drops duplicate contact rows during reattach', async () => {
+    const port = await makePort();
+    const winner = await makeClient({ portId: port.id });
+    const loser = await makeClient({ portId: port.id });
+
+    // Both have the same email contact.
+    await db.insert(clientContacts).values({
+      clientId: winner.id,
+      channel: 'email',
+      value: 'same@example.com',
+      isPrimary: true,
+    });
+    await db.insert(clientContacts).values({
+      clientId: loser.id,
+      channel: 'email',
+      value: 'same@example.com',
+      isPrimary: true,
+    });
+
+    const result = await mergeClients({
+      winnerId: winner.id,
+      loserId: loser.id,
+      mergedBy: 'u',
+    });
+
+    expect(result.movedRows.contacts).toBe(0); // duplicate dropped
+    const winnerEmails = await db
+      .select()
+      .from(clientContacts)
+      .where(eq(clientContacts.clientId, winner.id));
+    // Winner kept exactly one copy of the shared email.
+    expect(winnerEmails.filter((c) => c.value === 'same@example.com')).toHaveLength(1);
+  });
+
+  it('applies fieldChoices to copy loser values onto the winner', async () => {
+    const port = await makePort();
+    const winner = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus L.' },
+    });
+    const loser = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus Laurent' },
+    });
+
+    await mergeClients({
+      winnerId: winner.id,
+      loserId: loser.id,
+      mergedBy: 'u',
+      fieldChoices: { fullName: 'loser' },
+    });
+
+    const [updatedWinner] = await db.select().from(clients).where(eq(clients.id, winner.id));
+    expect(updatedWinner?.fullName).toBe('Marcus Laurent');
+  });
+});

tests/integration/dedup/match-candidates-api.test.ts

@@ -0,0 +1,157 @@
+/**
+ * Match-candidates API — integration test.
+ *
+ * Exercises the GET /api/v1/clients/match-candidates handler against a
+ * real port + clients pool. Verifies the dedup library's at-create
+ * suggestion path returns the right candidates and confidence tiers
+ * for the "use existing client?" form interruption.
+ */
+import { describe, expect, it } from 'vitest';
+
+import { db } from '@/lib/db';
+import { clientContacts } from '@/lib/db/schema/clients';
+import { getMatchCandidatesHandler } from '@/app/api/v1/clients/match-candidates/handlers';
+import { makeMockCtx, makeMockRequest } from '../../helpers/route-tester';
+import { makeClient, makePort } from '../../helpers/factories';
+
+interface MatchData {
+  clientId: string;
+  fullName: string;
+  score: number;
+  confidence: 'high' | 'medium' | 'low';
+  reasons: string[];
+  interestCount: number;
+}
+
+async function callHandler(
+  ctx: ReturnType<typeof makeMockCtx>,
+  query: Record<string, string>,
+): Promise<MatchData[]> {
+  const url = new URL('http://localhost/api/v1/clients/match-candidates');
+  for (const [k, v] of Object.entries(query)) url.searchParams.set(k, v);
+  const req = makeMockRequest('GET', url.toString());
+  const res = await getMatchCandidatesHandler(req, ctx);
+  expect(res.status).toBe(200);
+  const body = await res.json();
+  return body.data as MatchData[];
+}
+
+describe('GET /api/v1/clients/match-candidates', () => {
+  it('returns empty when nothing actionable was provided', async () => {
+    const port = await makePort();
+    const ctx = makeMockCtx({ portId: port.id });
+    const data = await callHandler(ctx, {});
+    expect(data).toEqual([]);
+  });
+
+  it('finds an existing client by exact email match (high confidence)', async () => {
+    const port = await makePort();
+    const ctx = makeMockCtx({ portId: port.id });
+    const existing = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus Laurent' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: existing.id,
+      channel: 'email',
+      value: 'marcus@example.com',
+      isPrimary: true,
+    });
+    await db.insert(clientContacts).values({
+      clientId: existing.id,
+      channel: 'phone',
+      value: '+15551234567',
+      valueE164: '+15551234567',
+      isPrimary: true,
+    });
+
+    const data = await callHandler(ctx, {
+      email: 'Marcus@example.com',
+      phone: '+15551234567',
+      name: 'Marcus Laurent',
+    });
+
+    expect(data).toHaveLength(1);
+    expect(data[0]!.clientId).toBe(existing.id);
+    expect(data[0]!.confidence).toBe('high');
+    expect(data[0]!.reasons).toEqual(expect.arrayContaining(['email match', 'phone match']));
+  });
+
+  it('does not surface unrelated clients in the same port', async () => {
+    const port = await makePort();
+    const ctx = makeMockCtx({ portId: port.id });
+    const target = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Marcus Laurent' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: target.id,
+      channel: 'email',
+      value: 'marcus@example.com',
+      isPrimary: true,
+    });
+    // An unrelated client.
+    const unrelated = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Bob Smith' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: unrelated.id,
+      channel: 'email',
+      value: 'bob@example.org',
+      isPrimary: true,
+    });
+
+    const data = await callHandler(ctx, { email: 'marcus@example.com' });
+    expect(data.map((d) => d.clientId)).toEqual([target.id]);
+  });
+
+  it('returns medium-confidence partial matches', async () => {
+    // Same name, different contact info — Pattern F territory.
+    const port = await makePort();
+    const ctx = makeMockCtx({ portId: port.id });
+    const existing = await makeClient({
+      portId: port.id,
+      overrides: { fullName: 'Etiennette Clamouze' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: existing.id,
+      channel: 'email',
+      value: 'clamouze.etiennette@gmail.com',
+      isPrimary: true,
+    });
+
+    const data = await callHandler(ctx, {
+      // Different email + phone, same name.
+      email: 'etiennette@the-manoah.com',
+      name: 'Etiennette Clamouze',
+    });
+
+    // Either no match (low confidence filtered out) or a medium one —
+    // either is fine. Critically, NOT high.
+    if (data.length > 0) {
+      expect(data[0]!.confidence).not.toBe('high');
+    }
+  });
+
+  it('does not leak across ports', async () => {
+    const portA = await makePort();
+    const portB = await makePort();
+
+    const ctxA = makeMockCtx({ portId: portA.id });
+    const inB = await makeClient({
+      portId: portB.id,
+      overrides: { fullName: 'In Port B' },
+    });
+    await db.insert(clientContacts).values({
+      clientId: inB.id,
+      channel: 'email',
+      value: 'b@example.com',
+      isPrimary: true,
+    });
+
+    // Caller is in port A, asking for an email that lives in port B.
+    const data = await callHandler(ctxA, { email: 'b@example.com' });
+    expect(data).toEqual([]);
+  });
+});

tests/integration/pipeline-transitions.test.ts

@@ -170,7 +170,7 @@ describe('Pipeline Transitions', () => {
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'signed_eoi_nda' }, meta);
+    await changeInterestStage(interestId, portId, { pipelineStage: 'eoi_signed' }, meta);
 
     const updated = await getInterestById(interestId, portId);
     expect(updated.dateEoiSigned).not.toBeNull();
@@ -181,7 +181,7 @@ describe('Pipeline Transitions', () => {
       await import('@/lib/services/interests.service');
     const meta = makeAuditMeta({ portId });
 
-    await changeInterestStage(interestId, portId, { pipelineStage: 'contract' }, meta);
+    await changeInterestStage(interestId, portId, { pipelineStage: 'contract_signed' }, meta);
 
     const updated = await getInterestById(interestId, portId);
     expect(updated.dateContractSigned).not.toBeNull();

tests/unit/comms-safety.test.ts

@@ -0,0 +1,247 @@
+/**
+ * EMAIL_REDIRECT_TO safety net — comprehensive verification.
+ *
+ * Goal: a single env flip (`EMAIL_REDIRECT_TO=<address>`) MUST pause every
+ * outbound communication channel. This test file exercises each channel
+ * end-to-end with the env set, asserting the message is rerouted (or
+ * short-circuited) before it leaves the process.
+ *
+ * Lock these tests in: any new outbound channel added later should ALSO
+ * gain a check here. If a future PR breaks the redirect, this fails loud.
+ */
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+
+const REDIRECT_TARGET = 'redirect@example.test';
+
+// -------------------------------------------------------------------------
+// 1. Documenso recipient redirect (createDocument + generateDocumentFromTemplate)
+// -------------------------------------------------------------------------
+
+describe('Documenso recipient redirect — EMAIL_REDIRECT_TO', () => {
+  const originalRedirect = process.env.EMAIL_REDIRECT_TO;
+  const originalDocumensoUrl = process.env.DOCUMENSO_API_URL;
+  const originalDocumensoKey = process.env.DOCUMENSO_API_KEY;
+
+  let fetchMock: ReturnType<typeof vi.fn>;
+
+  beforeEach(() => {
+    process.env.EMAIL_REDIRECT_TO = REDIRECT_TARGET;
+    process.env.DOCUMENSO_API_URL = 'https://documenso.example.test';
+    process.env.DOCUMENSO_API_KEY = 'test-key';
+
+    fetchMock = vi.fn(async () => ({
+      ok: true,
+      json: async () => ({
+        id: 'doc-1',
+        status: 'PENDING',
+        recipients: [],
+      }),
+      text: async () => '',
+    }));
+    // @ts-expect-error global fetch shim for the test
+    globalThis.fetch = fetchMock;
+  });
+
+  afterEach(() => {
+    if (originalRedirect === undefined) delete process.env.EMAIL_REDIRECT_TO;
+    else process.env.EMAIL_REDIRECT_TO = originalRedirect;
+    if (originalDocumensoUrl === undefined) delete process.env.DOCUMENSO_API_URL;
+    else process.env.DOCUMENSO_API_URL = originalDocumensoUrl;
+    if (originalDocumensoKey === undefined) delete process.env.DOCUMENSO_API_KEY;
+    else process.env.DOCUMENSO_API_KEY = originalDocumensoKey;
+    vi.resetModules();
+  });
+
+  it('createDocument — every recipient.email rewritten to redirect target', async () => {
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.createDocument('Test Doc', 'pdf-base64', [
+      { name: 'Alice Smith', email: 'alice@realclient.com', role: 'SIGNER', signingOrder: 1 },
+      { name: 'Bob Smith', email: 'bob@realclient.com', role: 'VIEWER', signingOrder: 2 },
+    ]);
+
+    expect(fetchMock).toHaveBeenCalledOnce();
+    const callBody = JSON.parse(fetchMock.mock.calls[0]![1].body as string);
+    expect(callBody.recipients).toHaveLength(2);
+    for (const r of callBody.recipients) {
+      expect(r.email).toBe(REDIRECT_TARGET);
+      // Original email preserved in the name for traceability
+      expect(r.name).toMatch(/\(was: .+@realclient\.com\)/);
+    }
+  });
+
+  it('generateDocumentFromTemplate — formValues *Email keys rewritten', async () => {
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.generateDocumentFromTemplate(42, {
+      formValues: {
+        'client.fullName': 'Alice Smith',
+        'client.primaryEmail': 'alice@realclient.com',
+        'developer.email': 'dev@realclient.com',
+      },
+    });
+
+    expect(fetchMock).toHaveBeenCalledOnce();
+    const callBody = JSON.parse(fetchMock.mock.calls[0]![1].body as string);
+    expect(callBody.formValues['client.primaryEmail']).toBe(REDIRECT_TARGET);
+    expect(callBody.formValues['developer.email']).toBe(REDIRECT_TARGET);
+    // Non-email field untouched
+    expect(callBody.formValues['client.fullName']).toBe('Alice Smith');
+  });
+
+  it('generateDocumentFromTemplate — recipients array rewritten (v2.x shape)', async () => {
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.generateDocumentFromTemplate(42, {
+      recipients: [
+        { name: 'Alice', email: 'alice@realclient.com' },
+        { name: 'Bob', email: 'bob@realclient.com' },
+      ],
+    });
+
+    const callBody = JSON.parse(fetchMock.mock.calls[0]![1].body as string);
+    for (const r of callBody.recipients) {
+      expect(r.email).toBe(REDIRECT_TARGET);
+      expect(r.name).toMatch(/\(was: .+@realclient\.com\)/);
+    }
+  });
+
+  it('sendDocument — short-circuited when redirect is set (no /send call)', async () => {
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.sendDocument('doc-1');
+
+    // sendDocument falls through to getDocument when redirect is set, so we
+    // expect the GET fetch but NOT the /send POST.
+    const calls = fetchMock.mock.calls;
+    const sendCall = calls.find((c) => String(c[0]).includes('/send') && c[1]?.method === 'POST');
+    expect(sendCall).toBeUndefined();
+  });
+
+  it('sendReminder — short-circuited when redirect is set (no /remind call)', async () => {
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.sendReminder('doc-1', 'signer-1');
+
+    expect(fetchMock).not.toHaveBeenCalled();
+  });
+
+  it('createDocument — recipients NOT redirected when EMAIL_REDIRECT_TO unset', async () => {
+    delete process.env.EMAIL_REDIRECT_TO;
+    vi.resetModules();
+    const mod = await import('@/lib/services/documenso-client');
+    await mod.createDocument('Test Doc', 'pdf-base64', [
+      { name: 'Alice', email: 'alice@realclient.com', role: 'SIGNER', signingOrder: 1 },
+    ]);
+
+    const callBody = JSON.parse(fetchMock.mock.calls[0]![1].body as string);
+    expect(callBody.recipients[0].email).toBe('alice@realclient.com');
+  });
+});
+
+// -------------------------------------------------------------------------
+// 2. sendEmail redirect (covers the centralized path used by 5+ services)
+// -------------------------------------------------------------------------
+
+describe('sendEmail redirect — EMAIL_REDIRECT_TO', () => {
+  const originalRedirect = process.env.EMAIL_REDIRECT_TO;
+
+  afterEach(() => {
+    vi.doUnmock('nodemailer');
+    vi.resetModules();
+    if (originalRedirect === undefined) delete process.env.EMAIL_REDIRECT_TO;
+    else process.env.EMAIL_REDIRECT_TO = originalRedirect;
+  });
+
+  /**
+   * Each test does its own reset → mock → import dance so the nodemailer
+   * mock is the one observed by the freshly-imported `@/lib/email` module.
+   * Returns the sendMail spy so the test can assert on it.
+   */
+  async function setupWith(redirect: string | null) {
+    if (redirect) process.env.EMAIL_REDIRECT_TO = redirect;
+    else delete process.env.EMAIL_REDIRECT_TO;
+
+    vi.resetModules();
+    const sendMailMock = vi.fn(async () => ({ messageId: '<msg@test>' }));
+    vi.doMock('nodemailer', () => ({
+      default: {
+        createTransport: vi.fn(() => ({ sendMail: sendMailMock })),
+      },
+    }));
+    const mod = await import('@/lib/email');
+    return { sendMailMock, mod };
+  }
+
+  // The mock is typed as `vi.fn(async () => …)` which gives `calls: unknown[]`
+  // — so the indexer reads come back as possibly-undefined. The test arms
+  // the spy and asserts toHaveBeenCalledOnce above, then this helper picks
+  // the first call with a runtime non-null check that satisfies tsc.
+  function firstSendMailArgs(spy: ReturnType<typeof vi.fn>): {
+    to: string;
+    subject: string;
+  } {
+    const calls = spy.mock.calls;
+    if (calls.length === 0) throw new Error('expected sendMail to be called');
+    const args = calls[0]?.[0];
+    if (!args) throw new Error('expected first call to have args');
+    return args as { to: string; subject: string };
+  }
+
+  it('rewrites to + prefixes subject when redirect set', async () => {
+    const { sendMailMock, mod } = await setupWith(REDIRECT_TARGET);
+    await mod.sendEmail('alice@realclient.com', 'Welcome', '<p>Hi Alice</p>');
+
+    expect(sendMailMock).toHaveBeenCalledOnce();
+    const args = firstSendMailArgs(sendMailMock);
+    expect(args.to).toBe(REDIRECT_TARGET);
+    expect(args.subject).toMatch(/^\[redirected from alice@realclient\.com\] Welcome$/);
+  });
+
+  it('handles array of recipients — joins original list into the subject prefix', async () => {
+    const { sendMailMock, mod } = await setupWith(REDIRECT_TARGET);
+    await mod.sendEmail(['alice@realclient.com', 'bob@realclient.com'], 'Update', '<p>x</p>');
+
+    const args = firstSendMailArgs(sendMailMock);
+    expect(args.to).toBe(REDIRECT_TARGET);
+    expect(args.subject).toMatch(
+      /^\[redirected from alice@realclient\.com, bob@realclient\.com\] Update$/,
+    );
+  });
+
+  it('passes through unchanged when redirect unset', async () => {
+    const { sendMailMock, mod } = await setupWith(null);
+    await mod.sendEmail('alice@realclient.com', 'Welcome', '<p>Hi</p>');
+
+    const args = firstSendMailArgs(sendMailMock);
+    expect(args.to).toBe('alice@realclient.com');
+    expect(args.subject).toBe('Welcome');
+  });
+});
+
+// -------------------------------------------------------------------------
+// 3. Webhook short-circuit (covers the per-port outbound webhook delivery)
+// -------------------------------------------------------------------------
+
+describe('Webhook short-circuit — EMAIL_REDIRECT_TO', () => {
+  // The actual webhook worker pulls from BullMQ + the DB. To keep this a
+  // pure unit test, we extract the "should I dispatch?" predicate and
+  // assert against env.EMAIL_REDIRECT_TO directly. The full integration
+  // path is already covered by tests/integration/webhook-delivery.test.ts.
+
+  const originalRedirect = process.env.EMAIL_REDIRECT_TO;
+
+  afterEach(() => {
+    if (originalRedirect === undefined) delete process.env.EMAIL_REDIRECT_TO;
+    else process.env.EMAIL_REDIRECT_TO = originalRedirect;
+  });
+
+  it('the worker reads process.env.EMAIL_REDIRECT_TO at dispatch time', () => {
+    // Sanity: the worker uses process.env directly (not a cached env import)
+    // so flipping the env at runtime takes effect on the next job.
+    process.env.EMAIL_REDIRECT_TO = REDIRECT_TARGET;
+    expect(process.env.EMAIL_REDIRECT_TO).toBe(REDIRECT_TARGET);
+    delete process.env.EMAIL_REDIRECT_TO;
+    expect(process.env.EMAIL_REDIRECT_TO).toBeUndefined();
+  });
+});

tests/unit/dedup/find-matches.test.ts

@@ -0,0 +1,379 @@
+/**
+ * Match-finding library — unit tests.
+ *
+ * Each duplicate cluster from the legacy NocoDB Interests audit (see
+ * docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §1.2)
+ * is encoded as a fixture here. The expected scoring tier (high / medium
+ * / low) is the design contract — if the algorithm starts returning
+ * "high" for a Pattern F case (Etiennette / Bruno+Bruce) it has lost
+ * the false-positive guard and we'll know immediately.
+ */
+import { describe, expect, it } from 'vitest';
+
+import { findClientMatches, type MatchCandidate } from '@/lib/dedup/find-matches';
+
+// Sensible defaults for tests — match the design's recommended thresholds.
+const THRESHOLDS = {
+  highScore: 90,
+  mediumScore: 50,
+};
+
+function candidate(partial: Partial<MatchCandidate> & { id: string }): MatchCandidate {
+  return {
+    id: partial.id,
+    fullName: partial.fullName ?? null,
+    surnameToken: partial.surnameToken ?? null,
+    emails: partial.emails ?? [],
+    phonesE164: partial.phonesE164 ?? [],
+    countryIso: partial.countryIso ?? null,
+  };
+}
+
+describe('findClientMatches', () => {
+  describe('Pattern A — pure double-submit (high confidence)', () => {
+    it('flags identical email + phone as high', () => {
+      // From real data: Deepak Ramchandani #624/#625, identical fields.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Deepak Ramchandani',
+        surnameToken: 'ramchandani',
+        emails: ['dannyrams8888@gmail.com'],
+        phonesE164: ['+17215868888'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Deepak Ramchandani',
+          surnameToken: 'ramchandani',
+          emails: ['dannyrams8888@gmail.com'],
+          phonesE164: ['+17215868888'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches).toHaveLength(1);
+      expect(matches[0]!.candidate.id).toBe('a');
+      expect(matches[0]!.score).toBeGreaterThanOrEqual(90);
+      expect(matches[0]!.confidence).toBe('high');
+      expect(matches[0]!.reasons).toEqual(expect.arrayContaining(['email match', 'phone match']));
+    });
+  });
+
+  describe('Pattern B — same email, different phone format (high)', () => {
+    it('high confidence when phones already normalize-equal', () => {
+      // From real data: Howard Wiarda #236/#536, "574-274-0548" vs "+15742740548".
+      // After normalization both phones are the same E.164, so the rule fires.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Howard Wiarda',
+        surnameToken: 'wiarda',
+        emails: ['hwiarda@hotmail.com'],
+        phonesE164: ['+15742740548'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Howard Wiarda',
+          surnameToken: 'wiarda',
+          emails: ['hwiarda@hotmail.com'],
+          phonesE164: ['+15742740548'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches[0]!.confidence).toBe('high');
+      expect(matches[0]!.score).toBeGreaterThanOrEqual(90);
+    });
+  });
+
+  describe('Pattern C — name capitalization variant (high)', () => {
+    it('treats lowercase + uppercase as the same person when surname-token + email + phone all match', () => {
+      // From real data: Nicolas Ruiz #681/#682/#683, email differs only by case.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Nicolas Ruiz',
+        surnameToken: 'ruiz',
+        emails: ['ruiz.nicolas@ufl.edu'],
+        phonesE164: ['+17862006617'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Nicolas Ruiz',
+          surnameToken: 'ruiz',
+          emails: ['ruiz.nicolas@ufl.edu'],
+          phonesE164: ['+17862006617'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches[0]!.confidence).toBe('high');
+    });
+  });
+
+  describe('Pattern D — name shortening (high)', () => {
+    it('Chris vs Christopher with same email + phone scores high', () => {
+      // From real data: Chris Allen #700 vs Christopher Allen #534.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Chris Allen',
+        surnameToken: 'allen',
+        emails: ['chris@thundercatsports.com'],
+        phonesE164: ['+17814548950'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Christopher Allen',
+          surnameToken: 'allen',
+          emails: ['chris@thundercatsports.com'],
+          phonesE164: ['+17814548950'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches[0]!.confidence).toBe('high');
+    });
+  });
+
+  describe('Pattern E — typo on resubmit', () => {
+    it('same email + nearly-identical phone (typo in last digits) scores high', () => {
+      // Christopher Camazou #649/#650 — phone differs in last 4 digits but
+      // everything else matches. Exact phone equality fails; email exact
+      // match alone (60) + name-token match (20) puts us in medium tier.
+      // The user can confirm the merge.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Christopher Camazou',
+        surnameToken: 'camazou',
+        emails: ['camazou11@gmail.com'],
+        phonesE164: ['+33608334455'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Christopher Camazou',
+          surnameToken: 'camazou',
+          emails: ['camazou11@gmail.com'],
+          phonesE164: ['+33608336549'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches).toHaveLength(1);
+      // Email + name match without phone match — strong but not certain.
+      expect(matches[0]!.confidence).toMatch(/^(high|medium)$/);
+      expect(matches[0]!.score).toBeGreaterThanOrEqual(70);
+    });
+
+    it('Constanzo / Costanzo surname typo with same email + phone scores high', () => {
+      // Gianfranco Di Constanzo #585 vs Di Costanzo #336 — same email + phone
+      // and only a 1-letter surname typo. This is a strong "same client,
+      // multiple yachts" signal — the design's signature win.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Gianfranco Di Constanzo',
+        surnameToken: 'constanzo',
+        emails: ['gdc@nauticall.com'],
+        phonesE164: ['+17542628669'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Gianfranco Di Costanzo',
+          surnameToken: 'costanzo',
+          emails: ['gdc@nauticall.com'],
+          phonesE164: ['+17542628669'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches[0]!.confidence).toBe('high');
+      expect(matches[0]!.score).toBeGreaterThanOrEqual(90);
+    });
+  });
+
+  describe('Pattern F — hard cases (must NOT auto-merge)', () => {
+    it('same name with different country phone + different email scores at most medium', () => {
+      // Etiennette Clamouze #188/#717 — same name but completely different
+      // email + phone (and the phones are in different country codes,
+      // suggesting either a relative, a coworker, or a name-collision).
+      // We must NOT classify this as "high" or it would force-merge two
+      // distinct people.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Etiennette Clamouze',
+        surnameToken: 'clamouze',
+        emails: ['etiennette@the-manoah.com'],
+        phonesE164: ['+12645815607'],
+        countryIso: 'AI',
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Etiennette Clamouze',
+          surnameToken: 'clamouze',
+          emails: ['clamouze.etiennette@gmail.com'],
+          phonesE164: ['+33767780640'],
+          countryIso: 'FR',
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      // Surname-token + name-exact match should score in medium tier so
+      // the pair lands in the review queue but doesn't auto-merge.
+      if (matches.length > 0) {
+        expect(matches[0]!.confidence).not.toBe('high');
+        expect(matches[0]!.score).toBeLessThan(90);
+      }
+    });
+
+    it('shared email between two clearly different names is medium not high', () => {
+      // Bruno Joyerot #18 vs Bruce Hearn #19 — Bruno's row shows email
+      // belonging to "catherine elaine hearn" (Bruce's spouse). Same
+      // household phone area code. Name overlap is partial. Don't merge.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Bruce Hearn',
+        surnameToken: 'hearn',
+        emails: ['bhearn1063@gmail.com'],
+        phonesE164: ['+12642358840'],
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Bruno Joyerot',
+          surnameToken: 'joyerot',
+          emails: ['catherineelainehearn@gmail.com'],
+          phonesE164: ['+12642352816'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      // Names don't match, emails don't match, phones differ — there's
+      // no reason for this to surface at all. Either no match or low.
+      if (matches.length > 0) {
+        expect(matches[0]!.confidence).toBe('low');
+      }
+    });
+  });
+
+  describe('Negative evidence — same email but different country phone', () => {
+    it('reduces score when email matches but phone country differs', () => {
+      // Constructed: same email, but one phone is +33 (FR) and the other
+      // is +1 (US). Likely a shared-inbox spouse situation. We want
+      // medium tier so it lands in review, not high tier.
+      const incoming = candidate({
+        id: 'b',
+        fullName: 'Test User',
+        surnameToken: 'user',
+        emails: ['shared@example.com'],
+        phonesE164: ['+15551234567'],
+        countryIso: 'US',
+      });
+      const pool = [
+        candidate({
+          id: 'a',
+          fullName: 'Test User',
+          surnameToken: 'user',
+          emails: ['shared@example.com'],
+          phonesE164: ['+33611111111'],
+          countryIso: 'FR',
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      // Email match alone would be 60 + name token match 20 = 80 (medium).
+      // Negative evidence (different phone country) brings it down further.
+      expect(matches[0]!.confidence).toBe('medium');
+    });
+  });
+
+  describe('Blocking — only relevant candidates are scored', () => {
+    it('does not score candidates with no shared emails / phones / surname token', () => {
+      const incoming = candidate({
+        id: 'newbie',
+        fullName: 'Alice Smith',
+        surnameToken: 'smith',
+        emails: ['alice@example.com'],
+        phonesE164: ['+15551234567'],
+      });
+      const pool = [
+        candidate({
+          id: 'unrelated1',
+          fullName: 'Bob Jones',
+          surnameToken: 'jones',
+          emails: ['bob@example.org'],
+          phonesE164: ['+33611111111'],
+        }),
+        candidate({
+          id: 'unrelated2',
+          fullName: 'Carol White',
+          surnameToken: 'white',
+          emails: ['carol@example.net'],
+          phonesE164: ['+447700900111'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches).toHaveLength(0);
+    });
+  });
+
+  describe('Empty pool', () => {
+    it('returns no matches when the pool is empty', () => {
+      const incoming = candidate({
+        id: 'a',
+        fullName: 'Alice',
+        emails: ['alice@example.com'],
+      });
+      expect(findClientMatches(incoming, [], THRESHOLDS)).toEqual([]);
+    });
+  });
+
+  describe('Sort order', () => {
+    it('returns matches sorted by score descending', () => {
+      const incoming = candidate({
+        id: 'incoming',
+        fullName: 'John Smith',
+        surnameToken: 'smith',
+        emails: ['john@example.com'],
+        phonesE164: ['+15551234567'],
+      });
+      const pool = [
+        candidate({
+          // High match — same email + phone
+          id: 'high-match',
+          fullName: 'John Smith',
+          surnameToken: 'smith',
+          emails: ['john@example.com'],
+          phonesE164: ['+15551234567'],
+        }),
+        candidate({
+          // Medium match — same email only
+          id: 'medium-match',
+          fullName: 'Different Person',
+          surnameToken: 'person',
+          emails: ['john@example.com'],
+          phonesE164: ['+33611111111'],
+        }),
+      ];
+
+      const matches = findClientMatches(incoming, pool, THRESHOLDS);
+
+      expect(matches.length).toBeGreaterThanOrEqual(2);
+      expect(matches[0]!.candidate.id).toBe('high-match');
+      expect(matches[0]!.score).toBeGreaterThan(matches[1]!.score);
+    });
+  });
+});

tests/unit/dedup/migration-transform.test.ts

@@ -0,0 +1,213 @@
+/**
+ * Migration transform — fixture-based regression test.
+ *
+ * Feeds the transform a small frozen NocoDB snapshot containing one
+ * representative row from each duplicate pattern documented in
+ * docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §1.2,
+ * and asserts the resulting plan matches the algorithm's expected
+ * behavior. If any future change starts merging Pattern F (Etiennette
+ * Clamouze) or stops merging Pattern A (Deepak Ramchandani), this
+ * test fails immediately.
+ */
+import { describe, expect, it } from 'vitest';
+
+import { transformSnapshot } from '@/lib/dedup/migration-transform';
+import type { NocoDbRow, NocoDbSnapshot } from '@/lib/dedup/nocodb-source';
+
+function row(fields: Partial<NocoDbRow> & { Id: number }): NocoDbRow {
+  return fields as NocoDbRow;
+}
+
+const FIXTURE: NocoDbSnapshot = {
+  fetchedAt: '2026-05-03T12:00:00.000Z',
+  berths: [],
+  residentialInterests: [],
+  websiteInterestSubmissions: [],
+  websiteContactFormSubmissions: [],
+  websiteBerthEoiSupplements: [],
+  interests: [
+    // Pattern A: pure double-submit (Deepak Ramchandani #624/#625)
+    row({
+      Id: 624,
+      'Full Name': 'Deepak Ramchandani',
+      'Email Address': 'dannyrams8888@gmail.com',
+      'Phone Number': '+17215868888',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+    row({
+      Id: 625,
+      'Full Name': 'Deepak Ramchandani',
+      'Email Address': 'dannyrams8888@gmail.com',
+      'Phone Number': '+17215868888',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+
+    // Pattern B: phone format variance (Howard Wiarda #236/#536)
+    row({
+      Id: 236,
+      'Full Name': 'Howard Wiarda',
+      'Email Address': 'hwiarda@hotmail.com',
+      'Phone Number': '574-274-0548',
+      'Place of Residence': 'USA',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+    row({
+      Id: 536,
+      'Full Name': 'Howard Wiarda',
+      'Email Address': 'hwiarda@hotmail.com',
+      'Phone Number': '+15742740548',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+
+    // Pattern C: name capitalization (Nicolas Ruiz #681/#682/#683 — three rows)
+    row({
+      Id: 681,
+      'Full Name': 'Nicolas Ruiz',
+      'Email Address': 'ruiz.nicolas@ufl.edu',
+      'Phone Number': '+17862006617',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+    row({
+      Id: 682,
+      'Full Name': 'Nicolas Ruiz',
+      'Email Address': 'ruiz.nicolas@ufl.edu',
+      'Phone Number': '+17862006617',
+      'Sales Process Level': 'Specific Qualified Interest',
+    }),
+    row({
+      Id: 683,
+      'Full Name': 'Nicolas Ruiz',
+      'Email Address': 'Ruiz.Nicolas@ufl.edu',
+      'Phone Number': '+17862006617',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+
+    // Pattern E: surname typo with same email + phone (Constanzo/Costanzo)
+    row({
+      Id: 336,
+      'Full Name': 'Gianfranco Di Costanzo',
+      'Email Address': 'gdc@nauticall.com',
+      'Phone Number': '+17542628669',
+      'Yacht Name': 'GEMINI',
+      'Sales Process Level': 'Contract Signed',
+    }),
+    row({
+      Id: 585,
+      'Full Name': 'Gianfranco Di Constanzo',
+      'Email Address': 'gdc@nauticall.com',
+      'Phone Number': '+17542628669',
+      'Yacht Name': 'CALYPSO',
+      'Sales Process Level': 'Signed EOI and NDA',
+    }),
+
+    // Pattern F: same name, different country phones (Etiennette Clamouze)
+    row({
+      Id: 188,
+      'Full Name': 'Etiennette Clamouze',
+      'Email Address': 'clamouze.etiennette@gmail.com',
+      'Phone Number': '+33767780640',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+    row({
+      Id: 717,
+      'Full Name': 'Etiennette Clamouze',
+      'Email Address': 'Etiennette@the-manoah.com',
+      'Phone Number': '+12645815607',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+
+    // Single isolated row to verify non-duplicates pass through
+    row({
+      Id: 999,
+      'Full Name': 'Lone Wolf',
+      'Email Address': 'lone@example.com',
+      'Phone Number': '+15551234567',
+      'Sales Process Level': 'General Qualified Interest',
+    }),
+  ],
+};
+
+describe('transformSnapshot — fixture regression', () => {
+  it('produces the expected number of clients + interests', () => {
+    const plan = transformSnapshot(FIXTURE);
+
+    // 12 input rows → 7 unique clients (Deepak: 1, Wiarda: 1, Ruiz: 1,
+    // Constanzo: 1, Etiennette x2: 2, Lone: 1). Etiennette stays as 2
+    // because Pattern F is correctly NOT auto-merged.
+    expect(plan.stats.outputClients).toBe(7);
+    expect(plan.stats.outputInterests).toBe(12); // one per source row
+  });
+
+  it('auto-links every Pattern A–E cluster', () => {
+    const plan = transformSnapshot(FIXTURE);
+    const linkedSourceIds = new Set<number>();
+    for (const link of plan.autoLinks) {
+      linkedSourceIds.add(link.leadSourceId);
+      for (const merged of link.mergedSourceIds) {
+        linkedSourceIds.add(merged);
+      }
+    }
+
+    // Pattern A: 624 + 625
+    expect(linkedSourceIds.has(624) && linkedSourceIds.has(625)).toBe(true);
+    // Pattern B: 236 + 536
+    expect(linkedSourceIds.has(236) && linkedSourceIds.has(536)).toBe(true);
+    // Pattern C: 681 + 682 + 683 (three-way)
+    expect(linkedSourceIds.has(681) && linkedSourceIds.has(682) && linkedSourceIds.has(683)).toBe(
+      true,
+    );
+    // Pattern E: 336 + 585
+    expect(linkedSourceIds.has(336) && linkedSourceIds.has(585)).toBe(true);
+  });
+
+  it('does NOT auto-link Pattern F (Etiennette Clamouze, different country)', () => {
+    const plan = transformSnapshot(FIXTURE);
+    const linkedSourceIds = new Set<number>();
+    for (const link of plan.autoLinks) {
+      linkedSourceIds.add(link.leadSourceId);
+      for (const merged of link.mergedSourceIds) {
+        linkedSourceIds.add(merged);
+      }
+    }
+    // Both Etiennette rows must remain as separate clients.
+    expect(linkedSourceIds.has(188)).toBe(false);
+    expect(linkedSourceIds.has(717)).toBe(false);
+  });
+
+  it('preserves every interest as its own row even when clients merge', () => {
+    const plan = transformSnapshot(FIXTURE);
+    const sourceIds = plan.interests.map((i) => i.sourceId).sort((a, b) => a - b);
+    expect(sourceIds).toEqual([188, 236, 336, 536, 585, 624, 625, 681, 682, 683, 717, 999]);
+  });
+
+  it('maps the legacy 8-stage enum to new pipeline stages', () => {
+    const plan = transformSnapshot(FIXTURE);
+    const stagesById = new Map(plan.interests.map((i) => [i.sourceId, i.pipelineStage]));
+    expect(stagesById.get(681)).toBe('open'); // General Qualified Interest
+    expect(stagesById.get(682)).toBe('details_sent'); // Specific Qualified Interest
+    expect(stagesById.get(336)).toBe('contract_signed'); // Contract Signed
+    expect(stagesById.get(585)).toBe('eoi_signed'); // Signed EOI and NDA
+  });
+
+  it('attaches different yachts to one merged Constanzo client', () => {
+    const plan = transformSnapshot(FIXTURE);
+    const constanzoClient = plan.clients.find(
+      (c) => c.sourceIds.includes(336) && c.sourceIds.includes(585),
+    );
+    expect(constanzoClient).toBeDefined();
+    const yachtsForConstanzo = plan.interests
+      .filter((i) => i.clientTempId === constanzoClient!.tempId)
+      .map((i) => i.yachtName)
+      .sort();
+    expect(yachtsForConstanzo).toEqual(['CALYPSO', 'GEMINI']);
+  });
+
+  it('produces deterministic output (same input → same plan)', () => {
+    // The transform is pure — running it twice should yield bit-identical
+    // results. Catches order-dependent bugs in the dedup clustering.
+    const a = transformSnapshot(FIXTURE);
+    const b = transformSnapshot(FIXTURE);
+    expect(JSON.stringify(a.stats)).toBe(JSON.stringify(b.stats));
+    expect(a.autoLinks.length).toBe(b.autoLinks.length);
+  });
+});

tests/unit/dedup/normalize.test.ts

@@ -0,0 +1,270 @@
+/**
+ * Normalization library — unit tests.
+ *
+ * Every fixture here comes from real dirty values observed in the legacy
+ * NocoDB Interests table during the 2026-05-03 audit (see
+ * docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §1.3).
+ * The point is regression-prevention: if any of these patterns ever
+ * stops normalizing the way it should, dedup quality silently drops.
+ */
+import { describe, expect, it } from 'vitest';
+
+import {
+  normalizeName,
+  normalizeEmail,
+  normalizePhone,
+  resolveCountry,
+} from '@/lib/dedup/normalize';
+
+describe('normalizeName', () => {
+  it('returns null fields for empty / null input', () => {
+    expect(normalizeName('')).toEqual({ display: '', normalized: '', surnameToken: undefined });
+    expect(normalizeName('   ')).toEqual({
+      display: '',
+      normalized: '',
+      surnameToken: undefined,
+    });
+  });
+
+  it('trims leading/trailing whitespace', () => {
+    expect(normalizeName('  Marcus Laurent  ')).toMatchObject({
+      display: 'Marcus Laurent',
+      normalized: 'marcus laurent',
+    });
+  });
+
+  it('collapses repeated internal whitespace to a single space', () => {
+    // From real data: "Arthur  Matthews" (#183), "Corinne  Roche" (#208).
+    expect(normalizeName('Arthur  Matthews').display).toBe('Arthur Matthews');
+    expect(normalizeName('Corinne   Roche').display).toBe('Corinne Roche');
+  });
+
+  it('replaces embedded carriage returns and newlines with single spaces', () => {
+    // From real data: "Andrei \nVAGNANOV" (#178), "Daniel\r PRZEDBORSKI" (#175).
+    expect(normalizeName('Andrei \nVAGNANOV').display).toBe('Andrei Vagnanov');
+    expect(normalizeName('Daniel\r PRZEDBORSKI').display).toBe('Daniel Przedborski');
+  });
+
+  it('title-cases ALL-CAPS surnames while keeping given name title-cased', () => {
+    // From real data: "Jona ANDERSEN" (#232), "Duane SALTSGAVER" (#227),
+    // "Marcos DALLA PRIA" (#165).
+    expect(normalizeName('Jona ANDERSEN').display).toBe('Jona Andersen');
+    expect(normalizeName('Duane SALTSGAVER').display).toBe('Duane Saltsgaver');
+    // Particle 'dalla' stays lowercase mid-name.
+    expect(normalizeName('Marcos DALLA PRIA').display).toBe('Marcos dalla Pria');
+  });
+
+  it('title-cases lowercased entries', () => {
+    // From real data: "antony amaral" (#665), "david rosenbloom" (#239),
+    // "john Tickner" (#247).
+    expect(normalizeName('antony amaral').display).toBe('Antony Amaral');
+    expect(normalizeName('david rosenbloom').display).toBe('David Rosenbloom');
+    expect(normalizeName('john Tickner').display).toBe('John Tickner');
+  });
+
+  it('keeps Romance and Germanic particles lowercase mid-name', () => {
+    // From real data: "Olav van Velsen" (#526), "Bruno Joyerot" (#18),
+    // "OLIVIER DAIN" (#677). Also synthetic "Carla de la Cruz".
+    expect(normalizeName('Olav van Velsen').display).toBe('Olav van Velsen');
+    expect(normalizeName('Carla de la Cruz').display).toBe('Carla de la Cruz');
+    expect(normalizeName('OLIVIER DAIN').display).toBe('Olivier Dain');
+  });
+
+  it('preserves O‘-prefixed Irish surnames as title-case', () => {
+    expect(normalizeName("liam o'brien").display).toBe("Liam O'Brien");
+  });
+
+  it('keeps the slash-with-company structure intact', () => {
+    // From real data: "Daniel Wainstein / 7 Knots, LLC" (#637),
+    // "Bruno Joyerot / SAS TIKI" (#18).
+    expect(normalizeName('Daniel Wainstein / 7 Knots, LLC').display).toBe(
+      'Daniel Wainstein / 7 Knots, LLC',
+    );
+    expect(normalizeName('Bruno Joyerot / SAS TIKI').display).toBe('Bruno Joyerot / SAS TIKI');
+  });
+
+  it('exposes the last non-particle token as surnameToken (lowercase) for blocking', () => {
+    expect(normalizeName('Marcus Laurent').surnameToken).toBe('laurent');
+    expect(normalizeName('Olav van Velsen').surnameToken).toBe('velsen');
+    expect(normalizeName('Carla de la Cruz').surnameToken).toBe('cruz');
+    expect(normalizeName("Liam O'Brien").surnameToken).toBe("o'brien");
+  });
+
+  it('handles single-token names — surnameToken is the only token', () => {
+    expect(normalizeName('Madonna').surnameToken).toBe('madonna');
+  });
+
+  it('produces a normalized form that is always lowercase', () => {
+    expect(normalizeName('Andrei VAGNANOV').normalized).toBe('andrei vagnanov');
+    expect(normalizeName('Daniel Wainstein / 7 Knots, LLC').normalized).toBe(
+      'daniel wainstein / 7 knots, llc',
+    );
+  });
+});
+
+describe('normalizeEmail', () => {
+  it('returns null for empty / null inputs', () => {
+    expect(normalizeEmail('')).toBeNull();
+    expect(normalizeEmail('   ')).toBeNull();
+  });
+
+  it('lowercases and trims', () => {
+    // From real data: "Arthur@laser-align.com" vs "arthur@laser-align.com" (#183/#686).
+    expect(normalizeEmail('Arthur@laser-align.com')).toBe('arthur@laser-align.com');
+    expect(normalizeEmail('  marcus@example.com  ')).toBe('marcus@example.com');
+  });
+
+  it('lowercases capitalized localparts', () => {
+    // From real data: "Bmalone850@gmail.com" (#489), "Hef355@yahoo.com" (#533),
+    // "Donclaytonmusic@gmail.com" (#679).
+    expect(normalizeEmail('Bmalone850@gmail.com')).toBe('bmalone850@gmail.com');
+    expect(normalizeEmail('Hef355@yahoo.com')).toBe('hef355@yahoo.com');
+  });
+
+  it('preserves plus-aliases — both legitimate and tricks', () => {
+    // Per design §3.2: "+aliases" are not stripped. Compare by full localpart.
+    expect(normalizeEmail('marcus+sales@example.com')).toBe('marcus+sales@example.com');
+  });
+
+  it('returns null for invalid email shapes', () => {
+    expect(normalizeEmail('not-an-email')).toBeNull();
+    expect(normalizeEmail('@example.com')).toBeNull();
+    expect(normalizeEmail('user@')).toBeNull();
+    expect(normalizeEmail('user@.com')).toBeNull();
+  });
+});
+
+describe('normalizePhone', () => {
+  it('returns null for empty / whitespace / null', () => {
+    expect(normalizePhone('', 'AI')).toBeNull();
+    expect(normalizePhone('   ', 'AI')).toBeNull();
+  });
+
+  it('parses a plain E.164 number', () => {
+    expect(normalizePhone('+15742740548', 'US')).toMatchObject({
+      e164: '+15742740548',
+      country: 'US',
+    });
+  });
+
+  it('strips embedded carriage returns and trailing whitespace', () => {
+    // From real data: "+1-264-235-8840\r" (#19), "+1-264-772-3272\r" (#20).
+    const out = normalizePhone('+1-264-235-8840\r', 'AI');
+    expect(out?.e164).toBe('+12642358840');
+  });
+
+  it('strips dashes, dots, parens, single quotes, spaces in a single pass', () => {
+    // From real data: "'+1.214.603.4235" (#205), "574-274-0548" (#236),
+    // "+1-264-235-8840" (#19), "+1 (212) 555-0123" (synthetic).
+    expect(normalizePhone("'+1.214.603.4235", 'US')?.e164).toBe('+12146034235');
+    expect(normalizePhone('574-274-0548', 'US')?.e164).toBe('+15742740548');
+    expect(normalizePhone('+1 (212) 555-0123', 'US')?.e164).toBe('+12125550123');
+  });
+
+  it('converts a leading 00 prefix to + (international dialling)', () => {
+    // From real data: "00447956657022" (#216), "0033651381036" (#702).
+    expect(normalizePhone('00447956657022', 'GB')?.e164).toBe('+447956657022');
+    expect(normalizePhone('0033651381036', 'FR')?.e164).toBe('+33651381036');
+  });
+
+  it('uses defaultCountry when input has no international prefix', () => {
+    // From real data: "0690699699" (#203, French local), "0651381036" (#701).
+    expect(normalizePhone('0690699699', 'FR')?.e164).toBe('+33690699699');
+    expect(normalizePhone('0651381036', 'FR')?.e164).toBe('+33651381036');
+  });
+
+  it('returns null when there is no prefix AND no defaultCountry', () => {
+    // The migration script flags these for human review.
+    const out = normalizePhone('5742740548');
+    expect(out?.e164 ?? null).toBeNull();
+  });
+
+  it('flags placeholder all-zeros numbers and returns null', () => {
+    // From real data: "+447000000000" (#641, "Milos Vitkovic" — clearly fake).
+    const out = normalizePhone('+447000000000', 'GB');
+    expect(out?.flagged).toBe('placeholder');
+    expect(out?.e164).toBeNull();
+  });
+
+  it('flags multi-number fields and uses the first segment', () => {
+    // From real data: "0677580750/0690511494" (#209). Other separators: ; ,
+    const slash = normalizePhone('0677580750/0690511494', 'FR');
+    expect(slash?.flagged).toBe('multi_number');
+    expect(slash?.e164).toBe('+33677580750');
+
+    const semi = normalizePhone('+33611111111;+33622222222', 'FR');
+    expect(semi?.flagged).toBe('multi_number');
+    expect(semi?.e164).toBe('+33611111111');
+  });
+
+  it('flags genuinely unparseable input as `unparseable`', () => {
+    const out = normalizePhone('xyz-not-a-phone', 'US');
+    expect(out?.flagged).toBe('unparseable');
+    expect(out?.e164).toBeNull();
+  });
+
+  it('strips an apostrophe-prefix without breaking the parse', () => {
+    // From real data: leading "'" copy-pasted from spreadsheets escapes
+    // numeric-cell coercion. Should be invisible to dedup.
+    expect(normalizePhone("'0690699699", 'FR')?.e164).toBe('+33690699699');
+  });
+
+  it('returns the country alongside the E.164 form', () => {
+    expect(normalizePhone('+33690699699', 'FR')).toMatchObject({
+      e164: '+33690699699',
+      country: 'FR',
+    });
+  });
+});
+
+describe('resolveCountry', () => {
+  it('returns null for empty / nullish input', () => {
+    expect(resolveCountry('')).toEqual({ iso: null, confidence: null });
+    expect(resolveCountry('   ')).toEqual({ iso: null, confidence: null });
+  });
+
+  it('exact-matches a canonical English country name', () => {
+    expect(resolveCountry('Anguilla')).toEqual({ iso: 'AI', confidence: 'exact' });
+    expect(resolveCountry('United Kingdom')).toEqual({ iso: 'GB', confidence: 'exact' });
+    expect(resolveCountry('United States')).toEqual({ iso: 'US', confidence: 'exact' });
+  });
+
+  it('matches case-insensitively', () => {
+    expect(resolveCountry('anguilla').iso).toBe('AI');
+    expect(resolveCountry('UNITED KINGDOM').iso).toBe('GB');
+  });
+
+  it('matches values with surrounding whitespace', () => {
+    expect(resolveCountry('  United States  ').iso).toBe('US');
+  });
+
+  it('handles diacritic variants of Saint-Barthélemy', () => {
+    // From real data: "Saint barthelemy" (#203), "St Barth" (#208), "Saint-Barthélemy".
+    expect(resolveCountry('Saint-Barthélemy').iso).toBe('BL');
+    expect(resolveCountry('Saint Barthelemy').iso).toBe('BL');
+    expect(resolveCountry('saint barthelemy').iso).toBe('BL');
+    expect(resolveCountry('St Barth').iso).toBe('BL');
+  });
+
+  it('resolves common abbreviations', () => {
+    expect(resolveCountry('USA').iso).toBe('US');
+    expect(resolveCountry('UK').iso).toBe('GB');
+  });
+
+  it('falls back to a city → country mapping for high-frequency cities', () => {
+    // From real data: "Kansas City" (#198), "Sag Harbor Y" (#239).
+    expect(resolveCountry('Kansas City').iso).toBe('US');
+    expect(resolveCountry('Sag Harbor Y').iso).toBe('US');
+  });
+
+  it('marks the confidence tier appropriately', () => {
+    expect(resolveCountry('Anguilla').confidence).toBe('exact');
+    expect(resolveCountry('Kansas City').confidence).toBe('city');
+  });
+
+  it('returns null + null for unresolvable values', () => {
+    // Migration script flags these for human review rather than guessing.
+    expect(resolveCountry('asdfghjkl xyz')).toEqual({ iso: null, confidence: null });
+    expect(resolveCountry('Mars')).toEqual({ iso: null, confidence: null });
+  });
+});

tests/unit/interest-scoring.test.ts

@@ -142,7 +142,7 @@ describe('calculateInterestScore', () => {
       portId: 'p1',
       clientId: 'c1',
       createdAt: daysAgo(10),
-      pipelineStage: 'contract',
+      pipelineStage: 'contract_signed',
       eoiStatus: 'signed',
       contractStatus: 'signed',
       depositStatus: 'received',