feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
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import Link from 'next/link';
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feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
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import { PageHeader } from '@/components/shared/page-header';
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feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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interface ChecklistItem {
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href: string;
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label: string;
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description: string;
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}
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const CHECKLIST: ChecklistItem[] = [
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{
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href: 'branding',
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label: 'Set port name, logo, primary colour',
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description: 'Branding flows into the navbar, emails, and EOI PDFs.',
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},
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{
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href: 'email',
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label: 'Configure outgoing email',
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description:
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'From-address, signature, footer, plus per-port SMTP overrides if you don’t use the global account.',
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},
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{
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href: 'documenso',
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label: 'Connect Documenso for EOIs',
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description:
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'API credentials and the EOI template id, plus the in-app vs Documenso pathway choice.',
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},
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{
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href: 'settings',
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label: 'Tune business rules + recommender weights',
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description:
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'Pipeline weights, net-10 discount, berth recommender knobs (heat weights, fall-through policy).',
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},
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{
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href: 'roles',
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label: 'Create roles & assign users',
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description: 'Per-port roles inherit from the global system roles; override permissions here.',
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},
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{
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href: 'invitations',
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label: 'Invite the rest of the team',
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description:
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'Invitations track pending, expired, and accepted state and can be resent or revoked.',
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},
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{
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href: 'tags',
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label: 'Define starter tags',
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description: 'Color-coded labels used across clients, yachts, companies, and interests.',
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},
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{
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href: 'forms',
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label: 'Wire the website intake forms',
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description:
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'Inquiry forms on the marketing site dual-write into the CRM via /api/public/website-inquiries.',
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},
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];
|
feat(mobile): swap admin page headers to PageHeader
Mechanical sweep replacing the plain h1+p header markup with the
mobile-aware PageHeader primitive across 12 admin pages: index,
backup, branding, documenso, email, import, invitations, monitoring,
onboarding, reminders, reports, webhooks. Webhooks "Add Webhook"
button preserved via the actions slot.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 12:57:52 +02:00
|
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|
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
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export default function OnboardingPage() {
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return (
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feat(admin): inquiry inbox, send log, email-template overrides, reports dashboard, recommender keys, role-editor coverage; replace placeholder pages
Closes the bulk of audit-pass-#1 admin gaps in one batch.
New admin pages:
- /admin/inquiries reads website_submissions with filter chips for
berth/residence/contact + payload viewer per row.
- /admin/sends reads document_sends with sent/failed filter chips and
expandable body markdown; failures surface errorReason and any
fallback-to-link reason from the SMTP retry.
- /admin/email-templates lets per-port admins override the subject of
each transactional template (8 templates catalogued in
template-catalog.ts). Body editing is a follow-on; portal_activation
+ portal_reset are wired to honor the override via loadSubjectOverride.
- /admin/reports replaces the "Coming in Layer 3" placeholder with a
KPI dashboard: 4 KPI tiles, pipeline funnel bars, berth occupancy
donut-bars, conversion %, refresh every 60s.
- backup/import/onboarding admin pages replace placeholders with
actionable guidance: backup posture + planned features, available CLI
imports + planned UI, ordered onboarding checklist linking to admin
pages.
Existing pages widened:
- settings-manager exposes the 9 berth-recommender tunables that were
previously code-only (recommender_*, heat_weight_*, fallthrough_*,
tier_ladder_hide_late_stage).
- role-form covers all 19 RolePermissions schema groups; previously
missing yachts/companies/memberships/reservations + missing
documents.edit + files.edit checkboxes. snake_case residential
labels replaced with friendly text.
portal-auth.service.ts now also writes audit_log rows for portal
invite, resend, activate, password-reset request, and reset (closes one
more audit-pass-#2 gap while we were touching the file).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 14:58:17 +02:00
|
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<div>
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<PageHeader
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title="Port onboarding"
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description="Recommended order to bring a new port live. Each step links to the right admin page."
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/>
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<Card className="mt-6">
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<CardHeader>
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<CardTitle>Setup checklist</CardTitle>
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<CardDescription>
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Work through these in order. The future onboarding wizard will track progress per port;
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for now this is a guided index.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<ol className="space-y-4">
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{CHECKLIST.map((item, idx) => (
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<li key={item.href} className="flex gap-4">
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<span className="flex-none w-7 h-7 rounded-full bg-primary/10 text-primary font-medium text-sm flex items-center justify-center mt-0.5">
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{idx + 1}
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</span>
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<div className="flex-1">
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<Link
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href={`./${item.href}` as never}
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className="text-sm font-medium hover:underline"
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>
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{item.label}
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</Link>
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<p className="text-sm text-muted-foreground mt-0.5">{item.description}</p>
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</div>
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</li>
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))}
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</ol>
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</CardContent>
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</Card>
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<Card className="mt-4">
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<CardHeader>
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<CardTitle>What this page will become</CardTitle>
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<CardDescription>
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A guided wizard that walks per-port admins through the same steps with progress
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tracking.
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</CardDescription>
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</CardHeader>
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<CardContent className="text-sm text-muted-foreground">
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The wizard will record completion per port in <code>system_settings</code>, gate the
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public marketing-site cutover until required steps are done, and surface a banner on the
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dashboard when onboarding is incomplete.
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</CardContent>
|
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|
|
</Card>
|
Initial commit: Port Nimara CRM (Layers 0-4)
Full CRM rebuild with Next.js 15, TypeScript, Tailwind, Drizzle ORM,
PostgreSQL, Redis, BullMQ, MinIO, and Socket.io. Includes 461 source
files covering clients, berths, interests/pipeline, documents/EOI,
expenses/invoices, email, notifications, dashboard, admin, and
client portal. CI/CD via Gitea Actions with Docker builds.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:52:51 +01:00
|
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</div>
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);
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}
|