feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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'use client';
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import { useMemo, useState } from 'react';
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import Link from 'next/link';
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2026-05-12 16:14:12 +02:00
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import {
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Bell,
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BookOpen,
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Briefcase,
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Database,
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FileText,
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Globe,
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HardDrive,
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Inbox,
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Key,
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LayoutDashboard,
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Mail,
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Palette,
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ScrollText,
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Search,
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Settings,
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Shield,
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Sliders,
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Tag,
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Upload,
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Users,
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UsersRound,
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Webhook,
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X,
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} from 'lucide-react';
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
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import type { LucideIcon } from 'lucide-react';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { Input } from '@/components/ui/input';
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import { Button } from '@/components/ui/button';
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import { cn } from '@/lib/utils';
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2026-05-12 16:14:12 +02:00
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interface AdminSection {
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
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href: string;
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label: string;
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description: string;
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icon: LucideIcon;
|
2026-05-12 16:14:12 +02:00
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/**
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* Free-text aliases the search input also matches against. Use this to
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* surface the inner setting keys exposed *inside* a section card so
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* typing "client portal" finds the System Settings card that hosts
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* `client_portal_enabled`, not just labels that literally contain the
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* phrase.
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*/
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keywords?: string[];
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
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|
}
|
|
|
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|
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|
2026-05-12 16:14:12 +02:00
|
|
|
|
interface AdminGroup {
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
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|
title: string;
|
|
|
|
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|
description: string;
|
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sections: AdminSection[];
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|
}
|
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|
|
|
2026-05-12 16:14:12 +02:00
|
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|
|
// Catalog lives inside the client component so React Server Components don't
|
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|
|
// need to serialize the lucide icon factories (functions / $$typeof refs)
|
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|
// across the RSC boundary — that crash was the error the rep hit when the
|
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|
// catalog lived in the server-component `page.tsx`. Adding a new admin
|
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|
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|
// surface? Append it to the matching group below.
|
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|
|
const GROUPS: AdminGroup[] = [
|
|
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{
|
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|
title: 'Access',
|
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|
|
description: 'Who can sign in and what they can do once they do.',
|
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|
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|
sections: [
|
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|
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|
|
{
|
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|
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|
href: 'users',
|
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|
|
|
|
label: 'Users',
|
|
|
|
|
|
description: 'CRM accounts, role assignments, and per-user residential access toggles.',
|
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|
|
|
|
icon: Users,
|
2026-05-12 16:52:35 +02:00
|
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|
|
keywords: [
|
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|
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|
'accounts',
|
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|
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|
'staff',
|
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|
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|
'team',
|
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|
'disable user',
|
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'reset password',
|
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|
'residential access',
|
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|
],
|
2026-05-12 16:14:12 +02:00
|
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|
|
},
|
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|
{
|
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|
href: 'invitations',
|
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|
|
|
|
label: 'Invitations',
|
|
|
|
|
|
description: 'Send invitations, track pending invites, and resend or revoke them.',
|
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|
icon: Mail,
|
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|
},
|
|
|
|
|
|
{
|
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|
|
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|
href: 'roles',
|
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|
|
|
|
label: 'Roles & Permissions',
|
|
|
|
|
|
description: 'Default permission sets and per-port role overrides.',
|
|
|
|
|
|
icon: Shield,
|
|
|
|
|
|
},
|
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|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
title: 'Configuration',
|
|
|
|
|
|
description: 'Branding, integrations, and per-port settings.',
|
|
|
|
|
|
sections: [
|
|
|
|
|
|
{
|
|
|
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|
|
href: 'email',
|
|
|
|
|
|
label: 'Email Settings',
|
|
|
|
|
|
description: 'From address, signatures, and per-port SMTP overrides.',
|
|
|
|
|
|
icon: Mail,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'documenso',
|
|
|
|
|
|
label: 'EOI signing service',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'API credentials, EOI template, and default in-app vs external signing 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,
|
|
|
|
|
|
// Mirrors KNOWN_SETTINGS in settings-manager.tsx so a search for any
|
|
|
|
|
|
// individual flag jumps straight to this card. Keep in sync when
|
|
|
|
|
|
// adding new keys there.
|
|
|
|
|
|
keywords: [
|
|
|
|
|
|
'client portal',
|
|
|
|
|
|
'client portal enabled',
|
|
|
|
|
|
'ai',
|
|
|
|
|
|
'ai interest scoring',
|
|
|
|
|
|
'ai email drafts',
|
|
|
|
|
|
'invoice net10 discount',
|
|
|
|
|
|
'net-10',
|
|
|
|
|
|
'pipeline weights',
|
|
|
|
|
|
'pipeline stage weights',
|
|
|
|
|
|
'forecast',
|
|
|
|
|
|
'berth rules',
|
|
|
|
|
|
'berth status rules',
|
|
|
|
|
|
'inquiry contact email',
|
|
|
|
|
|
'inquiry notification recipients',
|
|
|
|
|
|
'residential notification recipients',
|
|
|
|
|
|
'eoi signers',
|
|
|
|
|
|
'developer',
|
|
|
|
|
|
'approver',
|
|
|
|
|
|
'countersign',
|
|
|
|
|
|
'recommender max oversize',
|
|
|
|
|
|
'recommender top n',
|
|
|
|
|
|
'recommender default count',
|
|
|
|
|
|
'fallthrough policy',
|
|
|
|
|
|
'fallthrough cooldown',
|
|
|
|
|
|
'heat weight recency',
|
|
|
|
|
|
'heat weight furthest stage',
|
|
|
|
|
|
'heat weight interest count',
|
|
|
|
|
|
'heat weight eoi count',
|
|
|
|
|
|
'tier ladder',
|
|
|
|
|
|
'hide late stage',
|
|
|
|
|
|
'documents show expired tab',
|
|
|
|
|
|
'expired tab',
|
|
|
|
|
|
'berths default currency',
|
|
|
|
|
|
'default currency',
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'webhooks',
|
|
|
|
|
|
label: 'Webhooks',
|
|
|
|
|
|
description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
|
|
|
|
|
|
icon: Webhook,
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
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: 'email-templates',
|
|
|
|
|
|
label: 'Email Templates',
|
|
|
|
|
|
description: 'Customize subject lines for transactional emails (portal, inquiry, invite).',
|
|
|
|
|
|
icon: Mail,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'tags',
|
|
|
|
|
|
label: 'Tags',
|
|
|
|
|
|
description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
|
|
|
|
|
|
icon: Tag,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'vocabularies',
|
|
|
|
|
|
label: 'Vocabularies',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'Per-port pick lists used across the CRM: interest temperatures, status reasons, tenure types, expense categories, document types.',
|
|
|
|
|
|
icon: BookOpen,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'custom-fields',
|
|
|
|
|
|
label: 'Custom Fields',
|
|
|
|
|
|
description: 'Tenant-defined fields for clients, yachts, and reservations.',
|
|
|
|
|
|
icon: Key,
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
title: 'Data Quality',
|
|
|
|
|
|
description: 'Cleanup, imports, and the audit trail.',
|
|
|
|
|
|
sections: [
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'inquiries',
|
|
|
|
|
|
label: 'Inquiry Inbox',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'Submissions captured from the public marketing site (berth, residence, contact).',
|
|
|
|
|
|
icon: Inbox,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'sends',
|
|
|
|
|
|
label: 'Send Log',
|
|
|
|
|
|
description: 'Brochure and per-berth PDF sends, with delivery failures surfaced for retry.',
|
|
|
|
|
|
icon: Mail,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
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,
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
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: 'Backup posture + retention policy (read-only).',
|
|
|
|
|
|
icon: HardDrive,
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'storage',
|
|
|
|
|
|
label: 'Storage Backend',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'Choose between S3-compatible object store or local filesystem; migrate between them.',
|
|
|
|
|
|
icon: HardDrive,
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
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 checklist',
|
fix(audit-wave-9): onboarding + first-run UX fixes (onboarding-auditor)
Address the CRITICAL and high-leverage HIGH items from the
onboarding-auditor report:
**C1 — checklist auto-checks were reading the wrong setting keys**
A port that had actually been configured still showed three steps as
incomplete, permanently capping the checklist at < 70 %.
- email step: `sales_email_smtp_host` → `smtp_host_override` (the key
the email admin page actually persists).
- documenso step: `documenso_api_url` → compound gate
`documenso_api_url_override` + `documenso_developer_email` +
`documenso_approver_email` + `documenso_eoi_template_id`. All four
are required for `buildDocumensoPayload` not to error out; checking
only the URL falsely greenlit the step until a rep tried to send an
EOI and Documenso 404'd.
- settings step: `recommender_top_n_default` → `heat_weight_recency`.
The defaults are layered (port > global > built-in), so a port using
the built-ins never writes the `top_n_default` row — old key was an
unreachable green. heat_weight_recency genuinely means "admin tuned
the recommender".
**C2 — forms step href was broken**
`STEPS[8].href = '../'` resolved through the Link template to the
dashboard, not `/admin/forms`. Fixed to `'forms'`.
**C3 — EOI signer-identity gate**
Folded into the new compound-gate logic on the documenso step
(see C1). Now matches what the EOI pipeline actually requires before
it can send.
**C4 — ensureSystemRoots failure mode poisoned port creation**
`ports.service.createPort` awaited `ensureSystemRoots` after the port
row had committed, so a throw bubbled out as a 500 even though the
inline comment said "non-fatal if this throws". Wrap in try/catch +
logger.warn — the row stays live, the next admin action self-heals
via `ensureEntityFolder`, and the operator doesn't retry into a 409.
**H5 — berth-list empty-state copy misleads fresh ports**
"Berths are imported from external sources. Adjust your filters..."
implied data existed but was hidden. Branch on whether any filter is
active: with none, suggest running `import-berths-from-nocodb.ts`;
with filters, the original "adjust filters" message.
**M4 — admin-sections-browser description was wrong**
"Setup checklist for fresh ports (read-only references)" implied the
page was read-only when it has working manual-completion checkboxes
and discouraged clicking in. Reworded.
Additionally, the OnboardingStep type gains an optional
`autoCheckSettingKeysAll` field for compound gates (used by the
documenso step), and the auto-detected hint shows all keys when the
gate is compound.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:15:46 +02:00
|
|
|
|
description:
|
|
|
|
|
|
'Step-by-step setup checklist for fresh ports — auto-detects what you’ve configured and lets you mark manual steps complete.',
|
2026-05-12 16:14:12 +02:00
|
|
|
|
icon: LayoutDashboard,
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
title: 'Integrations',
|
|
|
|
|
|
description: 'Third-party providers wired into the app.',
|
|
|
|
|
|
sections: [
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'ai',
|
|
|
|
|
|
label: 'AI configuration',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'Master switch + provider credentials shared by every AI surface (OCR, berth-PDF parser, future recommender embeddings).',
|
|
|
|
|
|
icon: ScrollText,
|
|
|
|
|
|
keywords: ['openai', 'anthropic', 'gpt', 'claude', 'llm', 'api key', 'embeddings'],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'ocr',
|
|
|
|
|
|
label: 'Receipt OCR (per-feature)',
|
|
|
|
|
|
description: 'Provider, model, and confidence thresholds for the receipt scanner.',
|
|
|
|
|
|
icon: ScrollText,
|
|
|
|
|
|
keywords: ['receipt', 'scan', 'tesseract', 'expense scanner', 'confidence'],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'website-analytics',
|
|
|
|
|
|
label: 'Website analytics (Umami)',
|
|
|
|
|
|
description: 'Per-port Umami URL, API token, and Website ID.',
|
|
|
|
|
|
icon: Globe,
|
|
|
|
|
|
keywords: ['umami', 'analytics', 'traffic', 'visitors', 'marketing', 'pageviews'],
|
|
|
|
|
|
},
|
|
|
|
|
|
{
|
|
|
|
|
|
href: 'residential-stages',
|
|
|
|
|
|
label: 'Residential pipeline stages',
|
|
|
|
|
|
description:
|
|
|
|
|
|
'Configure stages residential interests flow through. Removing a stage with active interests prompts for reassignment.',
|
|
|
|
|
|
icon: ScrollText,
|
|
|
|
|
|
keywords: ['stages', 'pipeline', 'residential funnel', 'reassign'],
|
|
|
|
|
|
},
|
|
|
|
|
|
],
|
|
|
|
|
|
},
|
|
|
|
|
|
];
|
|
|
|
|
|
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
interface AdminSectionsBrowserProps {
|
|
|
|
|
|
portSlug: string;
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
|
* Searchable index of admin settings cards. The unfiltered view renders the
|
|
|
|
|
|
* grouped grid (Access / Configuration / Content / …); typing in the search
|
|
|
|
|
|
* input collapses every section into a flat result list of matching cards.
|
|
|
|
|
|
*
|
|
|
|
|
|
* Match is substring against label + description + group title so a search
|
|
|
|
|
|
* for "tax" finds Document Templates (description mentions tax-id mergefield)
|
2026-05-12 16:14:12 +02:00
|
|
|
|
* as well as the literal "Tax ID" field.
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
*/
|
2026-05-12 16:14:12 +02:00
|
|
|
|
export function AdminSectionsBrowser({ portSlug }: AdminSectionsBrowserProps) {
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
const [query, setQuery] = useState('');
|
|
|
|
|
|
const q = query.trim().toLowerCase();
|
|
|
|
|
|
|
|
|
|
|
|
const filteredMatches = useMemo(() => {
|
|
|
|
|
|
if (!q) return null;
|
|
|
|
|
|
const matches: Array<AdminSection & { groupTitle: string }> = [];
|
2026-05-12 16:14:12 +02:00
|
|
|
|
for (const g of GROUPS) {
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
for (const s of g.sections) {
|
2026-05-12 16:14:12 +02:00
|
|
|
|
const hay = [s.label, s.description, g.title, ...(s.keywords ?? [])]
|
|
|
|
|
|
.join(' ')
|
|
|
|
|
|
.toLowerCase();
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
if (hay.includes(q)) matches.push({ ...s, groupTitle: g.title });
|
|
|
|
|
|
}
|
|
|
|
|
|
}
|
|
|
|
|
|
return matches;
|
2026-05-12 16:14:12 +02:00
|
|
|
|
}, [q]);
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
|
|
|
|
|
|
return (
|
|
|
|
|
|
<div className="space-y-6">
|
|
|
|
|
|
<div className="relative max-w-md">
|
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
|
|
|
|
<Search
|
|
|
|
|
|
className="pointer-events-none absolute left-3 top-1/2 h-4 w-4 -translate-y-1/2 text-muted-foreground"
|
|
|
|
|
|
aria-hidden
|
|
|
|
|
|
/>
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
<Input
|
|
|
|
|
|
type="search"
|
|
|
|
|
|
inputMode="search"
|
|
|
|
|
|
placeholder="Search settings…"
|
|
|
|
|
|
aria-label="Search admin settings"
|
|
|
|
|
|
value={query}
|
|
|
|
|
|
onChange={(e) => setQuery(e.target.value)}
|
|
|
|
|
|
className="h-9 pl-9 pr-9"
|
|
|
|
|
|
/>
|
|
|
|
|
|
{query ? (
|
|
|
|
|
|
<Button
|
|
|
|
|
|
type="button"
|
|
|
|
|
|
variant="ghost"
|
|
|
|
|
|
size="icon"
|
|
|
|
|
|
onClick={() => setQuery('')}
|
|
|
|
|
|
className="absolute right-1 top-1 h-7 w-7"
|
|
|
|
|
|
aria-label="Clear search"
|
|
|
|
|
|
>
|
|
|
|
|
|
<X className="h-3.5 w-3.5" />
|
|
|
|
|
|
</Button>
|
|
|
|
|
|
) : null}
|
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
|
|
{filteredMatches ? (
|
|
|
|
|
|
filteredMatches.length === 0 ? (
|
|
|
|
|
|
<p className="rounded-md border border-dashed py-8 text-center text-sm text-muted-foreground">
|
|
|
|
|
|
No settings match "{query}".
|
|
|
|
|
|
</p>
|
|
|
|
|
|
) : (
|
|
|
|
|
|
<div className="space-y-3">
|
|
|
|
|
|
<p className="text-xs uppercase tracking-wider text-muted-foreground">
|
|
|
|
|
|
{filteredMatches.length} match{filteredMatches.length === 1 ? '' : 'es'}
|
|
|
|
|
|
</p>
|
|
|
|
|
|
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-3">
|
|
|
|
|
|
{filteredMatches.map((s) => (
|
2026-05-12 15:48:51 +02:00
|
|
|
|
<SectionCard
|
|
|
|
|
|
key={`${s.href}-${s.groupTitle}`}
|
|
|
|
|
|
portSlug={portSlug}
|
|
|
|
|
|
section={s}
|
|
|
|
|
|
groupTitle={s.groupTitle}
|
|
|
|
|
|
/>
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
))}
|
|
|
|
|
|
</div>
|
|
|
|
|
|
</div>
|
|
|
|
|
|
)
|
|
|
|
|
|
) : (
|
2026-05-12 16:14:12 +02:00
|
|
|
|
GROUPS.map((group) => (
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
<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 gap-4 sm:grid-cols-2 lg:grid-cols-3">
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{group.sections.map((s) => (
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<SectionCard key={s.href} portSlug={portSlug} section={s} />
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))}
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</div>
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</section>
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))
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)}
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</div>
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);
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}
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function SectionCard({
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portSlug,
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section,
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groupTitle,
|
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}: {
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portSlug: string;
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section: AdminSection;
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groupTitle?: string;
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}) {
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const Icon = section.icon;
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return (
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={`/${portSlug}/admin/${section.href}` as any}
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className="block group"
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>
|
2026-05-12 15:48:51 +02:00
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<Card
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className={cn(
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'h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30',
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)}
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>
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
<CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
|
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line
Lucide icon JSX elements across 267 .tsx files in:
- shared/, layout/, dashboard/
- admin/ (all sections)
- clients/, berths/, yachts/, companies/, interests/, documents/
- reminders/, reservations/, residential/, expenses/, email/
The regex targeted only the safe pattern \`<IconName className="..." />\`
(no other props, self-closing, capitalized component name). Every match
inspected is a decorative companion to visible text or sits inside a
button whose accessible name comes from \`aria-label\` / sr-only text
— the icon itself should not be announced.
Screen readers no longer double-read the icon + the adjacent label
text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing
@axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues
to pass.
Test suite stays at 1315/1315 vitest. typescript clean.
Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups
backlog.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:37:22 +02:00
|
|
|
|
<Icon
|
|
|
|
|
|
className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary"
|
|
|
|
|
|
aria-hidden
|
|
|
|
|
|
/>
|
feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
pipeline stage of any active linked interest (server-aggregated, ranks by
PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
combobox: search, recent-first sort, stage-coloured pills
Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
"10% Deposit → Contract Sent"
EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
framed by short copy explaining what's inline vs what needs the canonical
page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
PATCH without an extra round-trip
Company form
- New "Connections" section lets the rep attach members (clients) and yachts
during create. Yacht attach uses the existing transfer endpoint so audit
log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
client owns yachts not yet linked) and an optional "Create interest" step
pre-filled with the first attached client
Admin
- /admin landing gains a searchable index — typed query flattens groups into
a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
with the user-facing language rename from round 1)
Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
the rep's literal entry (ft OR m) is preserved verbatim instead of being
reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
derived from the ft canonical to keep the recommender SQL unchanged
Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
to include the new id + unit fields on the EoiContext / Berth shapes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00
|
|
|
|
<div className="flex-1">
|
|
|
|
|
|
<CardTitle className="text-base">{section.label}</CardTitle>
|
|
|
|
|
|
{groupTitle ? (
|
|
|
|
|
|
<p className="text-[10px] uppercase tracking-wider text-muted-foreground">
|
|
|
|
|
|
{groupTitle}
|
|
|
|
|
|
</p>
|
|
|
|
|
|
) : null}
|
|
|
|
|
|
</div>
|
|
|
|
|
|
</CardHeader>
|
|
|
|
|
|
<CardContent>
|
|
|
|
|
|
<CardDescription>{section.description}</CardDescription>
|
|
|
|
|
|
</CardContent>
|
|
|
|
|
|
</Card>
|
|
|
|
|
|
</Link>
|
|
|
|
|
|
);
|
|
|
|
|
|
}
|