docs(plan): lock pre-deploy plan from 2026-05-14 planning session
Single source of truth for everything between today and initial VPS
deploy. Captures every decision reached across the 2026-05-14 rounds:
- Hot-path correctness: canonical active-interest definition, currency-
aware pipeline value, occupancy=sold, two-card revenue PDF, multi-
berth EOI mooring rendering via existing Berth Number form field.
- Security gate: portal activation/reset URLs switch to URL fragment.
- Email refactor: drop signature field, per-category send-from routing,
per-port IMAP bounce monitoring, compose-UI attachment-threshold
banner.
- Schema: berths.archived_at, clients.metadata.source_inquiry_id,
email_bounces table.
- UX: externally-signed mark, contract paper-upload endpoint, inquiry
P-4.5 linkage, quick brochure/PDF download, per-user digest schedule,
documents-tab N+1 batch fix.
- Bulk berth wizard for new-port setup.
- Four investor charts as toggleable dashboard widgets.
- Mechanical "deal" -> "interest" sweep incl. route rename.
Implementation order + deferred items + operator deploy checklist all
captured. Future agents resuming this work start here.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Matt
f86f511e7b