fix(ux): pass-3 — yacht/company headers, reminder filters wrap, client tab counts

Five small fixes from the third audit pass on previously-unchecked surfaces:

Yacht detail header (mobile):
  - Stack the action cluster (Edit / Transfer / Archive) below the title
    block on phone widths. Previously the three buttons crowded the right
    side enough to truncate the status pill to "A..." and force the owner
    name to wrap to two lines. Same fix that landed for berth / client /
    company headers.

Company detail header (mobile):
  - Same mobile stacking fix; legal-name + Tax-ID metadata no longer
    wraps awkwardly.

Company detail Incorporation Date (all viewports):
  - Strip the time portion of the ISO timestamp before passing to the
    inline editor. Previously rendered the raw "2019-03-14T00:00:00.000Z"
    Postgres-serialized form. Now reads "2019-03-14" and round-trips
    through the YYYY-MM-DD inline editor cleanly.

Reminders list filter row:
  - Allow flex-wrap on the My/All tabs + status filter + priority filter
    cluster. At 390px, the priority filter dropdown was being pushed off
    the right edge of the screen.

Client detail tab counts:
  - Add interestCount + noteCount to getClientById response, surface as
    badges on the Interests + Notes tabs. Brings them into parity with
    Yachts/Companies/Reservations/Addresses which already showed counts;
    Files + Activity are still stubs and don't get a count yet.

Verification: 0 tsc errors, 926/926 vitest passing, lint clean.

Out of scope (deferred):
  - Residential clients / interests pages still render plain HTML tables
    on phone widths (header columns clip at the right edge). Needs the
    DataView card-on-mobile treatment that the main /clients and
    /interests pages already have. Substantial separate work.
  - Phone contacts in the legacy seed have value set but valueE164 NULL,
    so InlinePhoneField shows "—" even though metadata is technically
    populated. Fix is a one-time backfill via libphonenumber-js, not a
    UI change.

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

.gitignore

@@ -40,6 +40,9 @@ docker-compose.override.yml
 /.audit/
 /.audit-screenshots/
 
+# Migration script output (CSV reports, transcripts)
+.migration/
+
 # Tool caches / runtime state
 /.claude/
 /.serena/

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/migrate-from-nocodb.ts

@@ -0,0 +1,144 @@
+/**
+ * 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 harbor-royale
+ *     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 --report .migration/<dir>/
+ *     [Not yet implemented — apply phase comes in a follow-up PR.]
+ *
+ * Design reference: docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9.
+ */
+
+import 'dotenv/config';
+
+import path from 'node:path';
+import { fileURLToPath } from 'node:url';
+
+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;
+}
+
+function parseArgs(argv: string[]): CliArgs {
+  const args: CliArgs = {
+    dryRun: false,
+    apply: false,
+    portSlug: null,
+    reportDir: null,
+  };
+  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 === '-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 --report .migration/<dir>/
+    Apply phase. (Not yet implemented.)
+
+Flags:
+  --dry-run               Read NocoDB, write report only.
+  --apply                 Actually write to the new DB. (Not yet supported.)
+  --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).
+  -h, --help              Show this help.
+`);
+}
+
+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);
+  }
+
+  if (args.apply) {
+    console.error('--apply is not yet implemented in this version. P3 ships dry-run first.');
+    console.error('See docs/superpowers/specs/2026-05-03-dedup-and-migration-design.md §9.2.');
+    process.exit(2);
+  }
+
+  // ── Dry-run path ───────────────────────────────────────────────────────────
+
+  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 (the script itself
+  // lives in scripts/; we want the .migration dir at the repo 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);
+
+  // ── Console 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}`);
+  console.log('');
+}
+
+main().catch((err) => {
+  console.error('[migrate] Fatal error:', 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/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/berths/berth-detail-header.tsx

@@ -44,6 +44,17 @@ type BerthDetailData = {
   draftFt: string | null;
   draftM: string | null;
   widthIsMinimum: boolean | null;
+  nominalBoatSize: string | null;
+  nominalBoatSizeM: string | null;
+  waterDepth: string | null;
+  waterDepthM: string | null;
+  waterDepthIsMinimum: boolean | null;
+  sidePontoon: string | null;
+  cleatType: string | null;
+  cleatCapacity: string | null;
+  bollardType: string | null;
+  bollardCapacity: string | null;
+  bowFacing: string | null;
   price: string | null;
   priceCurrency: string;
   tenureType: string;
@@ -167,7 +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">
@@ -182,7 +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-form.tsx

@@ -16,18 +16,22 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select';
-import {
-  Sheet,
-  SheetContent,
-  SheetHeader,
-  SheetTitle,
-  SheetFooter,
-} from '@/components/ui/sheet';
+import { Sheet, SheetContent, SheetHeader, SheetTitle, SheetFooter } from '@/components/ui/sheet';
 import { Separator } from '@/components/ui/separator';
 import { Switch } from '@/components/ui/switch';
 import { TagPicker } from '@/components/shared/tag-picker';
 import { apiFetch } from '@/lib/api/client';
 import { updateBerthSchema, type UpdateBerthInput } from '@/lib/validators/berths';
+import {
+  BERTH_AREAS,
+  BERTH_SIDE_PONTOON_OPTIONS,
+  BERTH_MOORING_TYPES,
+  BERTH_CLEAT_TYPES,
+  BERTH_CLEAT_CAPACITIES,
+  BERTH_BOLLARD_TYPES,
+  BERTH_BOLLARD_CAPACITIES,
+  BERTH_ACCESS_OPTIONS,
+} from '@/lib/constants';
 
 interface BerthFormProps {
   berth: {
@@ -42,16 +46,27 @@ interface BerthFormProps {
     draftFt: string | null;
     draftM: string | null;
     widthIsMinimum: boolean | null;
+    nominalBoatSize: string | null;
+    nominalBoatSizeM: string | null;
+    waterDepth: string | null;
+    waterDepthM: string | null;
+    waterDepthIsMinimum: boolean | null;
+    sidePontoon: string | null;
+    powerCapacity: string | null;
+    voltage: string | null;
+    mooringType: string | null;
+    cleatType: string | null;
+    cleatCapacity: string | null;
+    bollardType: string | null;
+    bollardCapacity: string | null;
+    access: string | null;
+    bowFacing: string | null;
     price: string | null;
     priceCurrency: string;
     tenureType: string;
     tenureYears: number | null;
     tenureStartDate: string | null;
     tenureEndDate: string | null;
-    powerCapacity: string | null;
-    voltage: string | null;
-    mooringType: string | null;
-    access: string | null;
     berthApproved: boolean | null;
     tags: Array<{ id: string; name: string; color: string }>;
   };
@@ -59,10 +74,42 @@ interface BerthFormProps {
   onOpenChange: (open: boolean) => void;
 }
 
+/** Optional select that allows clearing back to "no value". */
+function SelectOrEmpty({
+  value,
+  onChange,
+  options,
+  placeholder = 'Select…',
+}: {
+  value: string | undefined;
+  onChange: (next: string | undefined) => void;
+  options: readonly string[];
+  placeholder?: string;
+}) {
+  const NONE = '__none';
+  return (
+    <Select value={value ?? NONE} onValueChange={(v) => onChange(v === NONE ? undefined : v)}>
+      <SelectTrigger>
+        <SelectValue placeholder={placeholder} />
+      </SelectTrigger>
+      <SelectContent>
+        <SelectItem value={NONE}>—</SelectItem>
+        {options.map((opt) => (
+          <SelectItem key={opt} value={opt}>
+            {opt}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  );
+}
+
 export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
   const queryClient = useQueryClient();
   const [tagIds, setTagIds] = useState<string[]>(berth.tags.map((t) => t.id));
 
+  const numOrUndef = (v: string | null) => (v != null && v !== '' ? Number(v) : undefined);
+
   const {
     register,
     handleSubmit,
@@ -73,23 +120,34 @@ export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
     resolver: zodResolver(updateBerthSchema),
     defaultValues: {
       area: berth.area ?? undefined,
-      lengthFt: berth.lengthFt ? Number(berth.lengthFt) : undefined,
-      lengthM: berth.lengthM ? Number(berth.lengthM) : undefined,
-      widthFt: berth.widthFt ? Number(berth.widthFt) : undefined,
-      widthM: berth.widthM ? Number(berth.widthM) : undefined,
-      draftFt: berth.draftFt ? Number(berth.draftFt) : undefined,
-      draftM: berth.draftM ? Number(berth.draftM) : undefined,
+      lengthFt: numOrUndef(berth.lengthFt),
+      lengthM: numOrUndef(berth.lengthM),
+      widthFt: numOrUndef(berth.widthFt),
+      widthM: numOrUndef(berth.widthM),
+      draftFt: numOrUndef(berth.draftFt),
+      draftM: numOrUndef(berth.draftM),
       widthIsMinimum: berth.widthIsMinimum ?? false,
-      price: berth.price ? Number(berth.price) : undefined,
+      nominalBoatSize: numOrUndef(berth.nominalBoatSize),
+      nominalBoatSizeM: numOrUndef(berth.nominalBoatSizeM),
+      waterDepth: numOrUndef(berth.waterDepth),
+      waterDepthM: numOrUndef(berth.waterDepthM),
+      waterDepthIsMinimum: berth.waterDepthIsMinimum ?? false,
+      sidePontoon: berth.sidePontoon ?? undefined,
+      powerCapacity: numOrUndef(berth.powerCapacity),
+      voltage: numOrUndef(berth.voltage),
+      mooringType: berth.mooringType ?? undefined,
+      cleatType: berth.cleatType ?? undefined,
+      cleatCapacity: berth.cleatCapacity ?? undefined,
+      bollardType: berth.bollardType ?? undefined,
+      bollardCapacity: berth.bollardCapacity ?? undefined,
+      access: berth.access ?? undefined,
+      bowFacing: berth.bowFacing ?? undefined,
+      price: numOrUndef(berth.price),
       priceCurrency: berth.priceCurrency,
       tenureType: berth.tenureType as 'permanent' | 'fixed_term',
       tenureYears: berth.tenureYears ?? undefined,
       tenureStartDate: berth.tenureStartDate ?? undefined,
       tenureEndDate: berth.tenureEndDate ?? undefined,
-      powerCapacity: berth.powerCapacity ?? undefined,
-      voltage: berth.voltage ?? undefined,
-      mooringType: berth.mooringType ?? undefined,
-      access: berth.access ?? undefined,
       berthApproved: berth.berthApproved ?? false,
     },
   });
@@ -120,6 +178,14 @@ export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
   }
 
   const tenureType = watch('tenureType');
+  const area = watch('area');
+  const sidePontoon = watch('sidePontoon');
+  const mooringType = watch('mooringType');
+  const cleatType = watch('cleatType');
+  const cleatCapacity = watch('cleatCapacity');
+  const bollardType = watch('bollardType');
+  const bollardCapacity = watch('bollardCapacity');
+  const access = watch('access');
 
   return (
     <Sheet open={open} onOpenChange={onOpenChange}>
@@ -136,18 +202,18 @@ export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
             </h3>
             <div className="grid grid-cols-2 gap-4">
               <div className="space-y-2">
-                <Label htmlFor="area">Area</Label>
-                <Input id="area" {...register('area')} placeholder="e.g. Marina A" />
+                <Label>Area</Label>
+                <SelectOrEmpty
+                  value={area}
+                  onChange={(v) => setValue('area', v)}
+                  options={BERTH_AREAS}
+                />
               </div>
               <div className="space-y-2">
-                <Label htmlFor="mooringType">Mooring Type</Label>
-                <Input id="mooringType" {...register('mooringType')} />
+                <Label htmlFor="bowFacing">Bow Facing</Label>
+                <Input id="bowFacing" {...register('bowFacing')} placeholder="e.g. East" />
               </div>
             </div>
-            <div className="space-y-2">
-              <Label htmlFor="access">Access</Label>
-              <Input id="access" {...register('access')} />
-            </div>
             <div className="flex items-center gap-2">
               <Switch
                 id="berthApproved"
@@ -168,41 +234,159 @@ export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
             <div className="grid grid-cols-2 gap-4">
               <div className="space-y-2">
                 <Label>Length (ft)</Label>
-                <Input type="number" step="0.1" {...register('lengthFt')} />
+                <Input type="number" step="0.01" {...register('lengthFt')} />
               </div>
               <div className="space-y-2">
                 <Label>Length (m)</Label>
-                <Input type="number" step="0.1" {...register('lengthM')} />
+                <Input type="number" step="0.01" {...register('lengthM')} />
               </div>
               <div className="space-y-2">
                 <Label>Width (ft)</Label>
-                <Input type="number" step="0.1" {...register('widthFt')} />
+                <Input type="number" step="0.01" {...register('widthFt')} />
               </div>
               <div className="space-y-2">
                 <Label>Width (m)</Label>
-                <Input type="number" step="0.1" {...register('widthM')} />
+                <Input type="number" step="0.01" {...register('widthM')} />
               </div>
               <div className="space-y-2">
                 <Label>Draft (ft)</Label>
-                <Input type="number" step="0.1" {...register('draftFt')} />
+                <Input type="number" step="0.01" {...register('draftFt')} />
               </div>
               <div className="space-y-2">
                 <Label>Draft (m)</Label>
-                <Input type="number" step="0.1" {...register('draftM')} />
+                <Input type="number" step="0.01" {...register('draftM')} />
+              </div>
+              <div className="space-y-2">
+                <Label>Nominal Boat Size (ft)</Label>
+                <Input type="number" step="1" {...register('nominalBoatSize')} />
+              </div>
+              <div className="space-y-2">
+                <Label>Nominal Boat Size (m)</Label>
+                <Input type="number" step="0.01" {...register('nominalBoatSizeM')} />
+              </div>
+              <div className="space-y-2">
+                <Label>Water Depth (ft)</Label>
+                <Input type="number" step="0.01" {...register('waterDepth')} />
+              </div>
+              <div className="space-y-2">
+                <Label>Water Depth (m)</Label>
+                <Input type="number" step="0.01" {...register('waterDepthM')} />
               </div>
             </div>
-            <div className="flex items-center gap-2">
-              <Switch
-                id="widthIsMinimum"
-                checked={watch('widthIsMinimum') ?? false}
-                onCheckedChange={(v) => setValue('widthIsMinimum', v)}
-              />
-              <Label htmlFor="widthIsMinimum">Width is minimum</Label>
+            <div className="flex flex-wrap items-center gap-x-6 gap-y-2">
+              <div className="flex items-center gap-2">
+                <Switch
+                  id="widthIsMinimum"
+                  checked={watch('widthIsMinimum') ?? false}
+                  onCheckedChange={(v) => setValue('widthIsMinimum', v)}
+                />
+                <Label htmlFor="widthIsMinimum">Width is minimum</Label>
+              </div>
+              <div className="flex items-center gap-2">
+                <Switch
+                  id="waterDepthIsMinimum"
+                  checked={watch('waterDepthIsMinimum') ?? false}
+                  onCheckedChange={(v) => setValue('waterDepthIsMinimum', v)}
+                />
+                <Label htmlFor="waterDepthIsMinimum">Water depth is minimum</Label>
+              </div>
             </div>
           </div>
 
           <Separator />
 
+          {/* Mooring & Hardware */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">
+              Mooring &amp; Hardware
+            </h3>
+            <div className="space-y-2">
+              <Label>Side Pontoon</Label>
+              <SelectOrEmpty
+                value={sidePontoon}
+                onChange={(v) => setValue('sidePontoon', v)}
+                options={BERTH_SIDE_PONTOON_OPTIONS}
+              />
+            </div>
+            <div className="space-y-2">
+              <Label>Mooring Type</Label>
+              <SelectOrEmpty
+                value={mooringType}
+                onChange={(v) => setValue('mooringType', v)}
+                options={BERTH_MOORING_TYPES}
+              />
+            </div>
+            <div className="grid grid-cols-2 gap-4">
+              <div className="space-y-2">
+                <Label>Cleat Type</Label>
+                <SelectOrEmpty
+                  value={cleatType}
+                  onChange={(v) => setValue('cleatType', v)}
+                  options={BERTH_CLEAT_TYPES}
+                />
+              </div>
+              <div className="space-y-2">
+                <Label>Cleat Capacity</Label>
+                <SelectOrEmpty
+                  value={cleatCapacity}
+                  onChange={(v) => setValue('cleatCapacity', v)}
+                  options={BERTH_CLEAT_CAPACITIES}
+                />
+              </div>
+              <div className="space-y-2">
+                <Label>Bollard Type</Label>
+                <SelectOrEmpty
+                  value={bollardType}
+                  onChange={(v) => setValue('bollardType', v)}
+                  options={BERTH_BOLLARD_TYPES}
+                />
+              </div>
+              <div className="space-y-2">
+                <Label>Bollard Capacity</Label>
+                <SelectOrEmpty
+                  value={bollardCapacity}
+                  onChange={(v) => setValue('bollardCapacity', v)}
+                  options={BERTH_BOLLARD_CAPACITIES}
+                />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Power */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">
+              Power
+            </h3>
+            <div className="grid grid-cols-2 gap-4">
+              <div className="space-y-2">
+                <Label>Power Capacity (kW)</Label>
+                <Input type="number" step="1" {...register('powerCapacity')} />
+              </div>
+              <div className="space-y-2">
+                <Label>Voltage (V at 60Hz)</Label>
+                <Input type="number" step="1" {...register('voltage')} />
+              </div>
+            </div>
+          </div>
+
+          <Separator />
+
+          {/* Access */}
+          <div className="space-y-4">
+            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">
+              Access
+            </h3>
+            <SelectOrEmpty
+              value={access}
+              onChange={(v) => setValue('access', v)}
+              options={BERTH_ACCESS_OPTIONS}
+            />
+          </div>
+
+          <Separator />
+
           {/* Price */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">
@@ -262,25 +446,6 @@ export function BerthForm({ berth, open, onOpenChange }: BerthFormProps) {
 
           <Separator />
 
-          {/* Infrastructure */}
-          <div className="space-y-4">
-            <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">
-              Infrastructure
-            </h3>
-            <div className="grid grid-cols-2 gap-4">
-              <div className="space-y-2">
-                <Label>Power Capacity</Label>
-                <Input {...register('powerCapacity')} />
-              </div>
-              <div className="space-y-2">
-                <Label>Voltage</Label>
-                <Input {...register('voltage')} />
-              </div>
-            </div>
-          </div>
-
-          <Separator />
-
           {/* Tags */}
           <div className="space-y-4">
             <h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wider">

src/components/berths/berth-tabs.tsx

@@ -48,22 +48,57 @@ 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>
   );
 }
 
 function OverviewTab({ berth }: { berth: BerthData }) {
+  // Round to at most 2 decimals; trim trailing zeros so "5.00" -> "5".
+  const fmt = (v: string | null, fractionDigits = 2): string | null => {
+    if (v == null || v === '') return null;
+    const n = Number(v);
+    if (Number.isNaN(n)) return v;
+    return n.toLocaleString('en-US', {
+      minimumFractionDigits: 0,
+      maximumFractionDigits: fractionDigits,
+    });
+  };
+
   const formatDim = (ft: string | null, m: string | null) => {
     const parts = [];
-    if (ft) parts.push(`${ft} ft`);
-    if (m) parts.push(`${m} m`);
+    const ftFmt = fmt(ft);
+    const mFmt = fmt(m);
+    if (ftFmt) parts.push(`${ftFmt} ft`);
+    if (mFmt) parts.push(`${mFmt} m`);
     return parts.length > 0 ? parts.join(' / ') : null;
   };
 
+  const formatNominalBoatSize = (ft: string | null, m: string | null): string | null => {
+    const ftFmt = fmt(ft, 0);
+    const mFmt = fmt(m);
+    const parts: string[] = [];
+    if (ftFmt) parts.push(`${ftFmt} ft`);
+    if (mFmt) parts.push(`${mFmt} m`);
+    return parts.length > 0 ? parts.join(' / ') : null;
+  };
+
+  const formatPower = (kw: string | null) => {
+    const v = fmt(kw, 0);
+    return v ? `${v} kW` : null;
+  };
+
+  const formatVoltage = (v: string | null) => {
+    const fv = fmt(v, 0);
+    return fv ? `${fv} V` : null;
+  };
+
   const price = berth.price
     ? new Intl.NumberFormat('en-US', {
         style: 'currency',
@@ -97,7 +132,7 @@ function OverviewTab({ berth }: { berth: BerthData }) {
             <SpecRow label="Draft" value={formatDim(berth.draftFt, berth.draftM)} />
             <SpecRow
               label="Nominal Boat Size"
-              value={berth.nominalBoatSize || berth.nominalBoatSizeM}
+              value={formatNominalBoatSize(berth.nominalBoatSize, berth.nominalBoatSizeM)}
             />
             <SpecRow
               label="Water Depth"
@@ -122,8 +157,8 @@ function OverviewTab({ berth }: { berth: BerthData }) {
               <CardTitle className="text-sm font-medium">Infrastructure</CardTitle>
             </CardHeader>
             <CardContent className="pt-0 divide-y">
-              <SpecRow label="Power Capacity" value={berth.powerCapacity} />
-              <SpecRow label="Voltage" value={berth.voltage} />
+              <SpecRow label="Power Capacity" value={formatPower(berth.powerCapacity)} />
+              <SpecRow label="Voltage" value={formatVoltage(berth.voltage)} />
               <SpecRow label="Cleat Type" value={berth.cleatType} />
               <SpecRow label="Cleat Capacity" value={berth.cleatCapacity} />
               <SpecRow label="Bollard Type" value={berth.bollardType} />

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">

src/components/clients/client-tabs.tsx

@@ -116,6 +116,8 @@ interface ClientTabsOptions {
       tenureType: string;
       status: string;
     }>;
+    interestCount?: number;
+    noteCount?: number;
     tags?: Array<{ id: string; name: string; color: string }>;
   };
 }
@@ -224,6 +226,7 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
     {
       id: 'interests',
       label: 'Interests',
+      badge: client.interestCount,
       content: <ClientInterestsTab clientId={clientId} />,
     },
     {
@@ -261,6 +264,7 @@ export function getClientTabs({ clientId, currentUserId, client }: ClientTabsOpt
     {
       id: 'notes',
       label: 'Notes',
+      badge: client.noteCount,
       content: <NotesList entityType="clients" entityId={clientId} currentUserId={currentUserId} />,
     },
     {

src/components/clients/contacts-editor.tsx

@@ -223,40 +223,54 @@ function ContactRow({
         </div>
       </div>
 
-      {/* Bottom / right: tag + actions. Hidden while the phone editor is active
-          to keep focus on the form — no chips fighting for space, no noise. */}
+      {/* 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">
-          <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>
+          {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>
+              <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"
-            // Trash is opacity-0 on desktop hover-only; on touch, always show.
             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" />

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/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/more-sheet.tsx

@@ -41,7 +41,7 @@ const MORE_ITEMS: MoreItem[] = [
   { label: 'Companies', icon: Building2, segment: 'companies' },
   { label: 'Invoices', icon: FileText, segment: 'invoices' },
   { label: 'Expenses', icon: Receipt, segment: 'expenses' },
-  { 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/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/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/constants.ts

@@ -123,6 +123,49 @@ export const BERTH_STATUSES = ['available', 'under_offer', 'sold'] as const;
 
 export type BerthStatus = (typeof BERTH_STATUSES)[number];
 
+// ─── Berth single-select catalogues (mirror NocoDB) ──────────────────────────
+// Stored as free text in the DB so legacy values still load, but the form
+// presents only the canonical options below.
+
+export const BERTH_AREAS = ['A', 'B', 'C', 'D', 'E'] as const;
+
+export const BERTH_SIDE_PONTOON_OPTIONS = [
+  'No',
+  'Quay SB',
+  'Quay PT',
+  'Quay SB, Yes PT',
+  'Quay PT, Yes SB',
+  'Yes SB',
+  'Yes PT',
+  'Yes SB, PT',
+  'Finger SB',
+  'Finger PT',
+] as const;
+
+export const BERTH_MOORING_TYPES = [
+  'Side Pier / Med Mooring',
+  '2x Med Mooring',
+  'Side Pier / Finger',
+  'Finger / Med Mooring',
+  '2x Finger',
+] as const;
+
+export const BERTH_CLEAT_TYPES = ['A3', 'A5'] as const;
+
+export const BERTH_CLEAT_CAPACITIES = ['10-14 ton break load', '20-24 ton break load'] as const;
+
+export const BERTH_BOLLARD_TYPES = ['Bull bollard type A', 'Bull bollard type B'] as const;
+
+export const BERTH_BOLLARD_CAPACITIES = ['20 ton break load', '40 ton break load'] as const;
+
+export const BERTH_ACCESS_OPTIONS = [
+  'Car to Vessel',
+  'Car to Quai, Cart to Vessel',
+  'Cart to Vessel',
+  'Car (3t) to Vessel',
+  'Car (3.5t) to Vessel',
+] as const;
+
 // ─── Lead Categories ─────────────────────────────────────────────────────────
 
 export const LEAD_CATEGORIES = ['general_interest', 'specific_qualified', 'hot_lead'] as const;

src/lib/db/migrations/0020_medical_betty_brant.sql

@@ -0,0 +1,15 @@
+-- Convert text columns to numeric. NULLs survive; empty strings become NULL;
+-- whitespace is trimmed before casting so legacy data with stray spaces converts cleanly.
+ALTER TABLE "berths"
+  ALTER COLUMN "nominal_boat_size" SET DATA TYPE numeric
+  USING NULLIF(TRIM("nominal_boat_size"), '')::numeric;--> statement-breakpoint
+ALTER TABLE "berths"
+  ALTER COLUMN "nominal_boat_size_m" SET DATA TYPE numeric
+  USING NULLIF(TRIM("nominal_boat_size_m"), '')::numeric;--> statement-breakpoint
+ALTER TABLE "berths"
+  ALTER COLUMN "power_capacity" SET DATA TYPE numeric
+  USING NULLIF(TRIM("power_capacity"), '')::numeric;--> statement-breakpoint
+ALTER TABLE "berths"
+  ALTER COLUMN "voltage" SET DATA TYPE numeric
+  USING NULLIF(TRIM("voltage"), '')::numeric;--> statement-breakpoint
+ALTER TABLE "berths" ADD COLUMN "status_override_mode" text;

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

@@ -141,6 +141,27 @@
       "when": 1777671562738,
       "tag": "0019_lazy_vampiro",
       "breakpoints": true
+    },
+    {
+      "idx": 20,
+      "version": "7",
+      "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/berths.ts

@@ -33,14 +33,15 @@ export const berths = pgTable(
     widthM: numeric('width_m'),
     draftM: numeric('draft_m'),
     widthIsMinimum: boolean('width_is_minimum').default(false),
-    nominalBoatSize: text('nominal_boat_size'),
-    nominalBoatSizeM: text('nominal_boat_size_m'),
+    // Numeric: ft (legacy NocoDB stored as plain numbers, no units in value).
+    nominalBoatSize: numeric('nominal_boat_size'),
+    nominalBoatSizeM: numeric('nominal_boat_size_m'),
     waterDepth: numeric('water_depth'),
     waterDepthM: numeric('water_depth_m'),
     waterDepthIsMinimum: boolean('water_depth_is_minimum').default(false),
     sidePontoon: text('side_pontoon'),
-    powerCapacity: text('power_capacity'),
-    voltage: text('voltage'),
+    powerCapacity: numeric('power_capacity'), // kW
+    voltage: numeric('voltage'), // V at 60Hz
     mooringType: text('mooring_type'),
     cleatType: text('cleat_type'),
     cleatCapacity: text('cleat_capacity'),
@@ -58,6 +59,9 @@ export const berths = pgTable(
     statusLastChangedBy: text('status_last_changed_by'), // user ID
     statusLastChangedReason: text('status_last_changed_reason'),
     statusLastModified: timestamp('status_last_modified', { withTimezone: true }),
+    // Optional override flag carried over from NocoDB ("auto" or null in legacy data).
+    // Reserved for future "manual override" semantics; not surfaced in the UI today.
+    statusOverrideMode: text('status_override_mode'),
     createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
     updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
   },

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/db/seed-data.ts

@@ -4,7 +4,13 @@
  * Exports `seedPortData(portId, portSlug)` — creates a realistic,
  * multi-cardinality data fixture for one port:
  *
- *   - 12 berths (5 available / 5 reserved-active / 2 sold)
+ *   - 117 berths imported from a snapshot of the legacy NocoDB Berths
+ *     table (`src/lib/db/seed-data/berths.json`). The snapshot is reordered
+ *     so the first 12 entries satisfy the index assumptions used further
+ *     down for interest/reservation linkage:
+ *       idx 0..4  — available (small)
+ *       idx 5..9  — under_offer (medium)
+ *       idx 10..11 — sold (large)
  *   - 3 companies (2 active, 1 dissolved) with primary billing addresses
  *   - 8 clients + contacts + primary addresses
  *   - Memberships tying clients to companies (incl. multi-company + ended)
@@ -39,6 +45,44 @@ import {
   getStandardEoiTemplateHtml,
   STANDARD_EOI_MERGE_FIELDS,
 } from '@/lib/pdf/templates/eoi-standard-inapp';
+import berthSnapshot from './seed-data/berths.json';
+
+// ─── Berth snapshot ──────────────────────────────────────────────────────────
+// 117 rows imported from the legacy NocoDB Berths table on 2026-05-03.
+// Refresh by re-running the snapshot script (see git history of this file).
+type SeedBerth = {
+  legacyId: number;
+  mooringNumber: string;
+  legacyMooringNumber: string;
+  area: string | null;
+  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;
+};
+const BERTH_SNAPSHOT = berthSnapshot as SeedBerth[];
 
 // ─── Tunables ────────────────────────────────────────────────────────────────
 
@@ -77,144 +121,44 @@ export async function seedPortData(portId: string, portSlug: string): Promise<Se
 
   return withTransaction(async (tx) => {
     // ── 1. Berths ──────────────────────────────────────────────────────────
-    // 12 berths: [0..4] available, [5..9] will be reserved-active, [10..11] sold.
-    // We mark 5..9 as 'under_offer' (closest to "reserved via active reservation")
-    // and 10..11 as 'sold'; 0..4 remain 'available'.
-    const BERTH_SPECS: Array<{
-      mooring: string;
-      area: string;
-      lengthM: string;
-      widthM: string;
-      draftM: string;
-      price: string;
-      status: 'available' | 'under_offer' | 'sold';
-    }> = [
-      {
-        mooring: 'A-01',
-        area: 'North Pier',
-        lengthM: '15',
-        widthM: '5',
-        draftM: '2.5',
-        price: '250000',
-        status: 'available',
-      },
-      {
-        mooring: 'A-02',
-        area: 'North Pier',
-        lengthM: '18',
-        widthM: '5.5',
-        draftM: '2.8',
-        price: '320000',
-        status: 'available',
-      },
-      {
-        mooring: 'A-03',
-        area: 'North Pier',
-        lengthM: '20',
-        widthM: '6',
-        draftM: '3.0',
-        price: '420000',
-        status: 'available',
-      },
-      {
-        mooring: 'B-01',
-        area: 'Central Basin',
-        lengthM: '25',
-        widthM: '7',
-        draftM: '3.5',
-        price: '580000',
-        status: 'available',
-      },
-      {
-        mooring: 'B-02',
-        area: 'Central Basin',
-        lengthM: '30',
-        widthM: '8',
-        draftM: '4.0',
-        price: '780000',
-        status: 'available',
-      },
-      {
-        mooring: 'B-03',
-        area: 'Central Basin',
-        lengthM: '35',
-        widthM: '8.5',
-        draftM: '4.2',
-        price: '950000',
-        status: 'under_offer',
-      },
-      {
-        mooring: 'C-01',
-        area: 'South Marina',
-        lengthM: '40',
-        widthM: '9',
-        draftM: '4.5',
-        price: '1250000',
-        status: 'under_offer',
-      },
-      {
-        mooring: 'C-02',
-        area: 'South Marina',
-        lengthM: '45',
-        widthM: '10',
-        draftM: '4.8',
-        price: '1600000',
-        status: 'under_offer',
-      },
-      {
-        mooring: 'C-03',
-        area: 'South Marina',
-        lengthM: '50',
-        widthM: '11',
-        draftM: '5.0',
-        price: '2100000',
-        status: 'under_offer',
-      },
-      {
-        mooring: 'D-01',
-        area: 'Superyacht Dock',
-        lengthM: '60',
-        widthM: '13',
-        draftM: '5.5',
-        price: '3200000',
-        status: 'under_offer',
-      },
-      {
-        mooring: 'D-02',
-        area: 'Superyacht Dock',
-        lengthM: '70',
-        widthM: '14',
-        draftM: '6.0',
-        price: '4500000',
-        status: 'sold',
-      },
-      {
-        mooring: 'D-03',
-        area: 'Superyacht Dock',
-        lengthM: '80',
-        widthM: '15',
-        draftM: '6.5',
-        price: '6800000',
-        status: 'sold',
-      },
-    ];
-
+    // 117 berths seeded from the legacy NocoDB Berths snapshot.
+    // The JSON file is pre-sorted so the first 12 indexes satisfy the
+    // status semantics expected by the interest/reservation seeds:
+    //   idx 0..4  available, idx 5..9 under_offer, idx 10..11 sold.
     const berthRows = await tx
       .insert(berths)
       .values(
-        BERTH_SPECS.map((b) => ({
+        BERTH_SNAPSHOT.map((b) => ({
           portId,
-          mooringNumber: b.mooring,
+          mooringNumber: b.mooringNumber,
           area: b.area,
           status: b.status,
-          lengthM: b.lengthM,
-          widthM: b.widthM,
-          draftM: b.draftM,
-          lengthFt: (Number(b.lengthM) * 3.28084).toFixed(2),
-          widthFt: (Number(b.widthM) * 3.28084).toFixed(2),
-          draftFt: (Number(b.draftM) * 3.28084).toFixed(2),
-          price: b.price,
+          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,
         })),
       )

src/lib/db/seed.ts

@@ -2,16 +2,16 @@
  * Seed script for Port Nimara CRM.
  *
  * Top-level orchestrator:
- *   1. Create 3 ports (idempotent):
- *        - Port Nimara
- *        - Marina Azzurra
- *        - Harbor Royale
+ *   1. Create the operational ports (idempotent):
+ *        - Port Nimara (primary install — the real marina)
+ *        - Port Amador (secondary, kept for multi-tenant isolation tests
+ *                       and as scaffolding for a future Panama install)
  *   2. Create 5 system roles with full permission maps
  *   3. Create the super admin user profile placeholder (matt@portnimara.com)
  *   4. For each port, call `seedPortData(portId, portSlug)` from seed-data.ts
  *      to produce the realistic multi-cardinality fixture
- *      (berths, clients, companies, yachts, memberships, interests,
- *      reservations, ownership-transfer history).
+ *      (117 berths from the NocoDB snapshot, plus clients, companies, yachts,
+ *      memberships, interests, reservations, ownership-transfer history).
  *   5. Print a summary.
  *
  * Run with: pnpm db:seed
@@ -186,7 +186,7 @@ const SALES_MANAGER_PERMISSIONS: RolePermissions = {
     generate_eoi: true,
     export: true,
   },
-  berths: { view: true, edit: false, import: false, manage_waiting_list: true },
+  berths: { view: true, edit: true, import: false, manage_waiting_list: true },
   documents: {
     view: true,
     create: true,
@@ -260,7 +260,7 @@ const SALES_AGENT_PERMISSIONS: RolePermissions = {
     generate_eoi: true,
     export: true,
   },
-  berths: { view: true, edit: false, import: false, manage_waiting_list: true },
+  berths: { view: true, edit: true, import: false, manage_waiting_list: true },
   documents: {
     view: true,
     create: true,
@@ -413,19 +413,15 @@ const PORT_DEFINITIONS: Array<{
     defaultCurrency: 'USD',
     timezone: 'America/Anguilla',
   },
+  // Second port kept for multi-tenant isolation tests (cross-port scoping,
+  // permission boundaries). Drop or rename if the production install is
+  // single-port.
   {
-    name: 'Marina Azzurra',
-    slug: 'marina-azzurra',
-    primaryColor: '#2E86AB',
-    defaultCurrency: 'EUR',
-    timezone: 'Europe/Rome',
-  },
-  {
-    name: 'Harbor Royale',
-    slug: 'harbor-royale',
-    primaryColor: '#8B1E3F',
-    defaultCurrency: 'GBP',
-    timezone: 'Europe/London',
+    name: 'Port Amador',
+    slug: 'port-amador',
+    primaryColor: '#D97706',
+    defaultCurrency: 'USD',
+    timezone: 'America/Panama',
   },
 ];
 

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-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/services/berths.service.ts

@@ -180,14 +180,14 @@ export async function updateBerth(
       draftFt: n(data.draftFt),
       draftM: n(data.draftM),
       widthIsMinimum: data.widthIsMinimum,
-      nominalBoatSize: data.nominalBoatSize,
-      nominalBoatSizeM: data.nominalBoatSizeM,
+      nominalBoatSize: n(data.nominalBoatSize),
+      nominalBoatSizeM: n(data.nominalBoatSizeM),
       waterDepth: n(data.waterDepth),
       waterDepthM: n(data.waterDepthM),
       waterDepthIsMinimum: data.waterDepthIsMinimum,
       sidePontoon: data.sidePontoon,
-      powerCapacity: data.powerCapacity,
-      voltage: data.voltage,
+      powerCapacity: n(data.powerCapacity),
+      voltage: n(data.voltage),
       mooringType: data.mooringType,
       cleatType: data.cleatType,
       cleatCapacity: data.cleatCapacity,
@@ -481,8 +481,8 @@ export async function createBerth(portId: string, data: CreateBerthInput, meta:
       priceCurrency: data.priceCurrency ?? 'USD',
       tenureType: data.tenureType ?? 'permanent',
       mooringType: data.mooringType,
-      powerCapacity: data.powerCapacity,
-      voltage: data.voltage,
+      powerCapacity: data.powerCapacity?.toString(),
+      voltage: data.voltage?.toString(),
       access: data.access,
       bowFacing: data.bowFacing,
       sidePontoon: data.sidePontoon,

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

@@ -4,6 +4,7 @@ import { db } from '@/lib/db';
 import {
   clients,
   clientContacts,
+  clientNotes,
   clientRelationships,
   clientTags,
   clientAddresses,
@@ -251,6 +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,
@@ -259,6 +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/validators/berths.ts

@@ -18,8 +18,8 @@ export const createBerthSchema = z.object({
   status: z.enum(BERTH_STATUSES).default('available'),
   tenureType: z.enum(['permanent', 'fixed_term']).optional(),
   mooringType: z.string().optional(),
-  powerCapacity: z.string().optional(),
-  voltage: z.string().optional(),
+  powerCapacity: z.coerce.number().optional(), // kW
+  voltage: z.coerce.number().optional(), // V at 60Hz
   access: z.string().optional(),
   bowFacing: z.string().optional(),
   sidePontoon: z.string().optional(),
@@ -38,14 +38,14 @@ export const updateBerthSchema = z.object({
   draftFt: z.coerce.number().optional(),
   draftM: z.coerce.number().optional(),
   widthIsMinimum: z.boolean().optional(),
-  nominalBoatSize: z.string().optional(),
-  nominalBoatSizeM: z.string().optional(),
+  nominalBoatSize: z.coerce.number().optional(), // ft
+  nominalBoatSizeM: z.coerce.number().optional(), // m
   waterDepth: z.coerce.number().optional(),
   waterDepthM: z.coerce.number().optional(),
   waterDepthIsMinimum: z.boolean().optional(),
   sidePontoon: z.string().optional(),
-  powerCapacity: z.string().optional(),
-  voltage: z.string().optional(),
+  powerCapacity: z.coerce.number().optional(), // kW
+  voltage: z.coerce.number().optional(), // V at 60Hz
   mooringType: z.string().optional(),
   cleatType: z.string().optional(),
   cleatCapacity: z.string().optional(),

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/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 });
+  });
+});