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pn-new-crm/src/app/(dashboard)/[portSlug]/admin/onboarding/page.tsx

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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
import Link from 'next/link';
import { PageHeader } from '@/components/shared/page-header';
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
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
interface ChecklistItem {
href: string;
label: string;
description: string;
}
const CHECKLIST: ChecklistItem[] = [
{
href: 'branding',
label: 'Set port name, logo, primary colour',
description: 'Branding flows into the navbar, emails, and EOI PDFs.',
},
{
href: 'email',
label: 'Configure outgoing email',
description:
'From-address, signature, footer, plus per-port SMTP overrides if you don&rsquo;t use the global account.',
},
{
href: 'documenso',
label: 'Connect Documenso for EOIs',
description:
'API credentials and the EOI template id, plus the in-app vs Documenso pathway choice.',
},
{
href: 'settings',
label: 'Tune business rules + recommender weights',
description:
'Pipeline weights, net-10 discount, berth recommender knobs (heat weights, fall-through policy).',
},
{
href: 'roles',
label: 'Create roles &amp; assign users',
description: 'Per-port roles inherit from the global system roles; override permissions here.',
},
{
href: 'invitations',
label: 'Invite the rest of the team',
description:
'Invitations track pending, expired, and accepted state and can be resent or revoked.',
},
{
href: 'tags',
label: 'Define starter tags',
description: 'Color-coded labels used across clients, yachts, companies, and interests.',
},
{
href: 'forms',
label: 'Wire the website intake forms',
description:
'Inquiry forms on the marketing site dual-write into the CRM via /api/public/website-inquiries.',
},
];
export default function OnboardingPage() {
return (
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
<div>
<PageHeader
title="Port onboarding"
description="Recommended order to bring a new port live. Each step links to the right admin page."
/>
<Card className="mt-6">
<CardHeader>
<CardTitle>Setup checklist</CardTitle>
<CardDescription>
Work through these in order. The future onboarding wizard will track progress per port;
for now this is a guided index.
</CardDescription>
</CardHeader>
<CardContent>
<ol className="space-y-4">
{CHECKLIST.map((item, idx) => (
<li key={item.href} className="flex gap-4">
<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">
{idx + 1}
</span>
<div className="flex-1">
<Link
href={`./${item.href}` as never}
className="text-sm font-medium hover:underline"
>
{item.label}
</Link>
<p className="text-sm text-muted-foreground mt-0.5">{item.description}</p>
</div>
</li>
))}
</ol>
</CardContent>
</Card>
<Card className="mt-4">
<CardHeader>
<CardTitle>What this page will become</CardTitle>
<CardDescription>
A guided wizard that walks per-port admins through the same steps with progress
tracking.
</CardDescription>
</CardHeader>
<CardContent className="text-sm text-muted-foreground">
The wizard will record completion per port in <code>system_settings</code>, gate the
public marketing-site cutover until required steps are done, and surface a banner on the
dashboard when onboarding is incomplete.
</CardContent>
</Card>
</div>
);
}