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pn-new-crm/src/components/admin/settings/settings-manager.tsx

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'use client';
import { useState, useEffect, useCallback } from 'react';
import { Trash2, Plus, Save } from 'lucide-react';
import { PageHeader } from '@/components/shared/page-header';
import { ConfirmationDialog } from '@/components/shared/confirmation-dialog';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Switch } from '@/components/ui/switch';
import { Textarea } from '@/components/ui/textarea';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select';
import { Separator } from '@/components/ui/separator';
import { apiFetch } from '@/lib/api/client';
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
import { SUPPORTED_CURRENCIES } from '@/lib/utils/currency';
interface Setting {
key: string;
value: unknown;
portId: string | null;
updatedBy: string | null;
updatedAt: string;
}
/** Well-known settings with their display metadata */
const KNOWN_SETTINGS: Array<{
key: string;
label: string;
description: string;
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
type: 'boolean' | 'number' | 'json' | 'string' | 'select';
defaultValue: unknown;
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
options?: Array<{ value: string; label: string }>;
}> = [
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
{
key: 'client_portal_enabled',
label: 'Client Portal',
description:
'Allow clients of this port to sign in and manage their account through the client portal.',
type: 'boolean',
defaultValue: true,
},
{
key: 'ai_interest_scoring',
label: 'AI Interest Scoring',
description: 'Enable AI-powered interest scoring based on engagement signals',
type: 'boolean',
defaultValue: false,
},
{
key: 'ai_email_drafts',
label: 'AI Email Drafts',
description: 'Enable AI-assisted email draft generation',
type: 'boolean',
defaultValue: false,
},
{
key: 'invoice_net10_discount',
label: 'Net-10 Invoice Discount (%)',
description: 'Discount percentage applied when payment terms are net-10',
type: 'number',
defaultValue: 2,
},
{
key: 'pipeline_weights',
label: 'Pipeline Stage Weights',
description: 'Probability weights for revenue forecast by pipeline stage (JSON)',
type: 'json',
defaultValue: {
open: 0.05,
details_sent: 0.1,
in_communication: 0.2,
refactor(sales): consolidate pipeline stages + wire EOI auto-advance The 8→9 stage refresh from earlier today only updated constants.ts and the DB — 20 component/service files still hardcoded the old enum, leaving labels blank, filter dropdowns wrong, kanban columns mismatched, and the analytics funnel silently dropping new-stage rows. The platform also never advanced pipelineStage on EOI lifecycle events: documents.service.ts wrote eoiStatus but left the user-visible stage stuck. This commit closes both gaps: 1. Single source of truth in src/lib/constants.ts — adds STAGE_LABELS, STAGE_BADGE, STAGE_DOT, STAGE_WEIGHTS, STAGE_TRANSITIONS plus stageLabel / stageBadgeClass / stageDotClass / safeStage / canTransitionStage helpers. components/clients/pipeline-constants.ts becomes a re-export shim so existing imports keep working. 2. 18 stale-enum surfaces migrated — interest list (table, card, filters, form, stage picker), pipeline board, client card, berth interests tab, portal client interests page, dashboard pipeline / funnel / revenue- forecast charts, settings pipeline_weights default, dashboard.service weights, analytics.service funnel stages, alert-rules stale-interest filter, interest-scoring stage rank. 3. Documents tab wired into interest detail — replaced the placeholder in interest-tabs.tsx with InterestDocumentsTab + InterestFilesTab so the EOI launcher is back where salespeople work. 4. Auto-advance — new advanceStageIfBehind() in interests.service.ts (forward-only, no-op if interest is already past the target). Called from documents.service.ts on send (→ eoi_sent), Documenso completed webhook (→ eoi_signed), and manual signed-EOI upload (→ eoi_signed). 5. Transition guard — canTransitionStage() blocks egregious skips (e.g. completed → open, open → contract_signed). Enforced in changeInterestStage before the DB write. Tests updated to reflect the 9-stage model. tsc clean, vitest 832/832, ESLint clean on every file touched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 23:33:53 +02:00
eoi_sent: 0.4,
eoi_signed: 0.6,
deposit_10pct: 0.75,
contract_sent: 0.85,
contract_signed: 0.95,
completed: 1.0,
},
},
{
key: 'berth_rules',
label: 'Berth Status Rules',
description: 'Auto/suggest/off rules for berth status transitions (JSON)',
type: 'json',
defaultValue: [],
},
{
key: 'inquiry_contact_email',
label: 'Inquiry Contact Email',
description:
'Reply-to email shown in client confirmation emails when a new interest is registered',
type: 'string',
defaultValue: 'sales@portnimara.com',
},
{
key: 'inquiry_notification_recipients',
label: 'External Notification Recipients',
description:
'Additional email addresses that receive sales notifications for new interests (JSON array)',
type: 'json',
defaultValue: [],
},
feat(platform): residential module + admin UI + reliability fixes Residential platform - New schema: residentialClients, residentialInterests (separate from marina/yacht clients) with migration 0010 - Service layer with CRUD + audit + sockets + per-port portal toggle - v1 + public API routes (/api/v1/residential/*, /api/public/residential-inquiries) - List + detail pages with inline editing for clients and interests - Per-user residentialAccess toggle on userPortRoles (migration 0011) - Permission keys: residential_clients, residential_interests - Sidebar nav + role form integration - Smoke spec covering page loads, UI create flow, public endpoint Admin & shared UI - Admin → Forms (form templates CRUD) with validators + service - Notification preferences page (in-app + email per type) - Email composition + accounts list + threads view - Branded auth shell shared across CRM + portal auth surfaces - Inline editing extended to yacht/company/interest detail pages - InlineTagEditor + per-entity tags endpoints (yachts, companies) - Notes service polymorphic across clients/interests/yachts/companies - Client list columns: yachtCount + companyCount badges - Reservation file-download via presigned URL (replaces stale <a href>) Route handler refactor - Extracted yachts/companies/berths reservation handlers to sibling handlers.ts files (Next.js 15 route.ts only allows specific exports) Reliability fixes - apiFetch double-stringify bug fixed across 13 components (apiFetch already JSON.stringifies its body; passing a stringified body produced double-encoded JSON which failed zod validation) - SocketProvider gated behind useSyncExternalStore-based mount check to avoid useSession() SSR crashes under React 19 + Next 15 - apiFetch falls back to URL-pathname → port-id resolution when the Zustand store hasn't hydrated yet (fresh contexts, e2e tests) - CRM invite flow (schema, service, route, email, dev script) - Dashboard route → [portSlug]/dashboard/page.tsx + redirect - Document the dev-server restart-after-migration gotcha in CLAUDE.md Tests - 5-case residential smoke spec - Integration test updates for new service signatures Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 21:54:32 +02:00
{
key: 'residential_notification_recipients',
label: 'Residential Notification Recipients',
description:
'Email addresses (JSON array) that receive sales alerts for new residential inquiries. Falls back to Inquiry Contact Email when empty.',
type: 'json',
defaultValue: [],
},
feat(sales): admin-configurable EOI signers + richer timeline events 1. Per-port EOI signer config - New `eoi_signers` system_settings key (JSON: { developer, approver }, each `{ name, email }`). Settings UI exposes it under Admin → Settings. - getPortEoiSigners(portId) reads the setting with a typed validator; falls back to the legacy David Mizrahi / Abbie May defaults if the row is missing or malformed (so older ports keep working until an admin saves a value). - Both EOI generation pathways now read from the helper instead of hardcoded constants: * documenso-template path (generateAndSignViaDocumensoTemplate) * in-app PDF-fill path (generateAndSignViaInApp) 2. Timeline upgrades The interest detail Activity tab now distinguishes the new automation events that arrived with sessions 1+2: - Stage auto-advances (userId='system') get a small "Auto" pill and carry their reason into the description (e.g. "Stage advanced to EOI Signed (auto-advanced — EOI signed via Documenso)"). - outcome_set events show "Marked as Won" / "Marked as Lost — went to another marina" with optional reason; trophy/X icons. - outcome_cleared events show "Reopened to {stage}" with a refresh icon. - Document events humanized: "Document 'X' fully signed" instead of "Document X: completed". - Stage labels run through stageLabel() so the timeline shows the human label, not the enum key. - Timestamps switched to relative-time with full-date tooltip. - "by system" is rendered plainly (no longer the literal user-id). tsc clean. vitest 832/832 pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 00:19:55 +02:00
{
key: 'eoi_signers',
label: 'EOI Signers',
description:
'Internal staff who countersign every EOI. JSON object with `developer` (signs after the client) and `approver` (final approval). Both fields take `{ name, email }`.',
type: 'json',
defaultValue: {
developer: { name: 'David Mizrahi', email: 'dm@portnimara.com' },
approver: { name: 'Abbie May', email: 'sales@portnimara.com' },
},
},
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
// ─── Berth recommender (src/lib/services/berth-recommender.service.ts) ──────
{
key: 'recommender_max_oversize_pct',
label: 'Recommender — max oversize %',
description:
'Cap on how much larger a berth can be than the desired length/width/draft before it stops being suggested. Default 30.',
type: 'number',
defaultValue: 30,
},
{
key: 'recommender_top_n_default',
label: 'Recommender — default result count',
description: 'Default number of berth recommendations returned per request. Default 8.',
type: 'number',
defaultValue: 8,
},
{
key: 'fallthrough_policy',
label: 'Recommender — fall-through policy',
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
description: 'How berths re-enter the recommender after a lost deal.',
type: 'select',
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
defaultValue: 'immediate_with_heat',
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
options: [
{
value: 'immediate_with_heat',
label: 'Immediate (with heat boost) — surface again right away',
},
{
value: 'cooldown',
label: 'Cooldown — wait N days (see below)',
},
{
value: 'never_auto_recommend',
label: 'Never — only re-surface via manual rep search',
},
],
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
},
{
key: 'fallthrough_cooldown_days',
label: 'Recommender — fall-through cooldown (days)',
description:
'Days a berth stays out of the recommender after a lost deal when the policy is `cooldown`. Default 30.',
type: 'number',
defaultValue: 30,
},
{
key: 'heat_weight_recency',
label: 'Heat weight — recency',
description: 'Weight given to how recently the prior interest fell through. Default 30.',
type: 'number',
defaultValue: 30,
},
{
key: 'heat_weight_furthest_stage',
label: 'Heat weight — furthest stage',
description:
'Weight given to how close the prior interest got to closing before falling through. Default 40.',
type: 'number',
defaultValue: 40,
},
{
key: 'heat_weight_interest_count',
label: 'Heat weight — historical interest count',
description:
'Weight given to how often this berth has attracted interest historically. Default 15.',
type: 'number',
defaultValue: 15,
},
{
key: 'heat_weight_eoi_count',
label: 'Heat weight — historical EOI count',
description:
'Weight given to how often interest in this berth has reached EOI signing. Default 15.',
type: 'number',
defaultValue: 15,
},
{
key: 'tier_ladder_hide_late_stage',
label: 'Recommender — hide late-stage tier',
description:
'Hide berths whose only active interests are late-stage (close to closing) from recommendations.',
type: 'boolean',
defaultValue: true,
},
{
key: 'documents_show_expired_tab',
label: 'Documents — show Expired tab',
description:
'When off, the Expired tab on the documents hub is hidden. Use this when expired EOIs are noise that distracts reps from active deals.',
type: 'boolean',
defaultValue: true,
},
feat(ui): broad consistency sweep — sources, dates, comboboxes, milestones Mobile + responsive - berth-form full-width on phones (was 480px fixed → overflowed iPhone) - currency-input switched to inputMode=decimal with live thousands separator - client-form Country/Timezone/Source/Preferred-Contact full-width <sm - contacts row restructured so Primary toggle + Remove get their own strip - customize-dashboard footer stacks vertically on mobile; Done full-width - interest-form client/berth pickers no longer cmdk-filter on UUID (typing "Carlos" now returns Carlos Vega instead of "No clients found") Data + consistency - SOURCES + SOURCE_LABELS + formatSource() in lib/constants; 9 surfaces now resolve interest/client source from one place - INTEREST_OUTCOMES adds lost_other (picker, badge, timeline) - Berth options natural-sort A1 → A2 → … → A10 via lib/utils/mooring-sort - archiver downgraded ^8 → ^7.0.1 so the GDPR export route compiles - TableBody last-row uses border-b-0 (not border-0); colored left-accent on the bottom berth row now renders - Hide Invite-to-Portal until port setting === true (was !== false default-show) - OwnerPicker primer query resolves entity name on first paint (no more UUID flash before the popover opens) Terminology - Replaced user-facing "Documenso" with "signing service" / "Generated EOI" / "Manual EOI" in 8 components (admin/internal references kept) - Plainer status-change copy on berth-detail-header Forms + editing - InlineEditableField gained a `date` variant (native picker); applied to company incorporation date and ready for other YYYY-MM-DD plaintext fields - Inline source picker on interest-tabs detail (was free text) - TagPicker self-hides when port has no tags AND nothing is selected - New ReminderDaysInput with preset chips (1d / 3d / 1wk / 2wk / 1mo / custom) - Compose dialog follow-up is now a toggle that reveals datetime picker Pipeline milestones - changeStageSchema accepts optional milestoneDate; service stamps it on the matching date column instead of always using now - MilestoneAdvanceButton popover collects a back-date before stage advance - Applied to every "Mark X manually" surface on the interest overview EOI / linked-berths polish - Add-bypass row aligned inline with toggle descriptions - Tooltips on "Specifically pitching" / "Mark in EOI bundle" explain their legal vs. public-map consequences Surfaces - Companies list now has the column picker + persisted hidden-column prefs - NotesList aggregate flag enabled on clients, companies, residential_clients (yachts already aggregated) ft/m unit toggle (interim, before drift fix) - "Berth size desired" gets a section-level ft/m toggle; per-field hint shows the converted value. Storage stays canonical-ft for now; the drift-safe persistence migration is the next step. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:50:58 +02:00
{
key: 'berths_default_currency',
label: 'Berths — default currency',
description:
'Currency applied to newly-created berths when none is specified on the form. Existing berths keep their per-row currency. Defaults to USD.',
type: 'select',
defaultValue: 'USD',
options: SUPPORTED_CURRENCIES.map((c) => ({ value: c.code, label: `${c.code}${c.label}` })),
},
];
export function SettingsManager() {
const [portSettings, setPortSettings] = useState<Setting[]>([]);
const [loading, setLoading] = useState(true);
const [saving, setSaving] = useState<string | null>(null);
const [values, setValues] = useState<Record<string, unknown>>({});
const [customKey, setCustomKey] = useState('');
const [customValue, setCustomValue] = useState('');
const fetchSettings = useCallback(async () => {
setLoading(true);
try {
const res = await apiFetch<{ data: { portSettings: Setting[]; globalSettings: Setting[] } }>(
'/api/v1/admin/settings',
);
setPortSettings(res.data.portSettings);
// Build values map from existing settings
const vals: Record<string, unknown> = {};
for (const s of res.data.portSettings) {
vals[s.key] = s.value;
}
setValues(vals);
} finally {
setLoading(false);
}
}, []);
useEffect(() => {
void fetchSettings();
}, [fetchSettings]);
async function saveSetting(key: string, value: unknown) {
setSaving(key);
try {
await apiFetch('/api/v1/admin/settings', {
method: 'PUT',
body: { key, value },
});
await fetchSettings();
} finally {
setSaving(null);
}
}
async function handleDeleteSetting(key: string) {
await apiFetch('/api/v1/admin/settings', {
method: 'DELETE',
body: { key },
});
await fetchSettings();
}
async function handleAddCustom() {
if (!customKey.trim()) return;
let parsed: unknown;
try {
parsed = JSON.parse(customValue);
} catch {
parsed = customValue;
}
await saveSetting(customKey, parsed);
setCustomKey('');
setCustomValue('');
}
function getEffectiveValue(key: string, defaultValue: unknown): unknown {
return values[key] ?? defaultValue;
}
if (loading) {
return (
<div>
<PageHeader title="System Settings" description="Configure system behavior for this port" />
<div className="flex items-center justify-center py-12 text-muted-foreground">
Loading...
</div>
</div>
);
}
// Custom settings = port settings that aren't in KNOWN_SETTINGS
const knownKeys = new Set(KNOWN_SETTINGS.map((s) => s.key));
const customSettings = portSettings.filter((s) => !knownKeys.has(s.key));
return (
<div>
<PageHeader title="System Settings" description="Configure system behavior for this port" />
<div className="space-y-6 mt-6">
{/* Feature Flags */}
<Card>
<CardHeader>
<CardTitle>Feature Flags</CardTitle>
<CardDescription>Enable or disable optional features</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{KNOWN_SETTINGS.filter((s) => s.type === 'boolean').map((setting) => (
<div key={setting.key} className="flex items-center justify-between">
<div>
<Label>{setting.label}</Label>
<p className="text-xs text-muted-foreground">{setting.description}</p>
</div>
<Switch
checked={getEffectiveValue(setting.key, setting.defaultValue) === true}
disabled={saving === setting.key}
onCheckedChange={(checked) => saveSetting(setting.key, checked)}
/>
</div>
))}
</CardContent>
</Card>
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
{/* String + Select Settings both render in the same card.
'select' settings get a Select dropdown bound to setting.options;
'string' settings get a free-text Input. */}
{KNOWN_SETTINGS.some((s) => s.type === 'string' || s.type === 'select') && (
<Card>
<CardHeader>
<CardTitle>Inquiry Settings</CardTitle>
<CardDescription>Configure inquiry notification behavior</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
{KNOWN_SETTINGS.filter((s) => s.type === 'string' || s.type === 'select').map(
(setting) => (
<div
key={setting.key}
// Stack label/description above the input on phone widths.
// The previous flex row crushed the label column into a
// narrow vertical stripe ("Inquiry / Contact / Email" wrapping
// one word per line) while the input took the rest.
className="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
>
<div className="flex-1">
<Label>{setting.label}</Label>
<p className="text-xs text-muted-foreground">{setting.description}</p>
</div>
<div className="flex items-center gap-2">
{setting.type === 'select' && setting.options ? (
<Select
value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
onValueChange={(v) =>
setValues((prev) => ({ ...prev, [setting.key]: v }))
}
>
<SelectTrigger className="w-full sm:w-72">
<SelectValue />
</SelectTrigger>
<SelectContent>
{setting.options.map((opt) => (
<SelectItem key={opt.value} value={opt.value}>
{opt.label}
</SelectItem>
))}
</SelectContent>
</Select>
) : (
<Input
type="text"
className="w-full sm:w-64"
value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
onChange={(e) =>
setValues((prev) => ({
...prev,
[setting.key]: e.target.value,
}))
}
/>
)}
<Button
size="sm"
variant="outline"
disabled={saving === setting.key}
onClick={() =>
saveSetting(setting.key, values[setting.key] ?? setting.defaultValue)
}
>
<Save className="h-3.5 w-3.5" />
</Button>
</div>
</div>
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
),
)}
</CardContent>
</Card>
)}
{/* Numeric Settings */}
<Card>
<CardHeader>
<CardTitle>Business Rules</CardTitle>
<CardDescription>Configure financial and operational parameters</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{KNOWN_SETTINGS.filter((s) => s.type === 'number').map((setting) => (
<div
key={setting.key}
className="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between sm:gap-4"
>
<div className="flex-1">
<Label>{setting.label}</Label>
<p className="text-xs text-muted-foreground">{setting.description}</p>
</div>
<div className="flex items-center gap-2">
<Input
type="number"
className="w-full sm:w-24"
value={String(getEffectiveValue(setting.key, setting.defaultValue) ?? '')}
onChange={(e) =>
setValues((prev) => ({
...prev,
[setting.key]: parseFloat(e.target.value) || 0,
}))
}
/>
<Button
size="sm"
variant="outline"
disabled={saving === setting.key}
onClick={() =>
saveSetting(setting.key, values[setting.key] ?? setting.defaultValue)
}
>
<Save className="h-3.5 w-3.5" />
</Button>
</div>
</div>
))}
</CardContent>
</Card>
{/* JSON Settings */}
<Card>
<CardHeader>
<CardTitle>Advanced Configuration</CardTitle>
<CardDescription>
JSON-based settings for pipeline weights and berth rules
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{KNOWN_SETTINGS.filter((s) => s.type === 'json').map((setting) => {
const currentValue = getEffectiveValue(setting.key, setting.defaultValue);
const jsonStr =
values[`${setting.key}_edit`] !== undefined
? String(values[`${setting.key}_edit`])
: JSON.stringify(currentValue, null, 2);
return (
<div key={setting.key} className="space-y-2">
<Label>{setting.label}</Label>
<p className="text-xs text-muted-foreground">{setting.description}</p>
<Textarea
className="font-mono text-xs"
rows={6}
value={jsonStr}
onChange={(e) =>
setValues((prev) => ({ ...prev, [`${setting.key}_edit`]: e.target.value }))
}
/>
<Button
size="sm"
disabled={saving === setting.key}
onClick={() => {
try {
const parsed = JSON.parse(
String(values[`${setting.key}_edit`] ?? JSON.stringify(currentValue)),
);
void saveSetting(setting.key, parsed);
} catch {
// invalid JSON - do nothing
}
}}
>
{saving === setting.key ? 'Saving...' : 'Save'}
</Button>
</div>
);
})}
</CardContent>
</Card>
{/* Custom Settings */}
<Card>
<CardHeader>
<CardTitle>Custom Settings</CardTitle>
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1 Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte path now goes through getStorageBackend() so signed EOIs, contracts, brochures, berth PDFs, files, avatars, branding logos, and DB backups all work identically on S3 and filesystem backends. USER SETTINGS (rebuild) - Country + Timezone selectors with cross-defaulting - Browser-detected timezone banner ("Looks like you're in Europe/Paris…") - Email change with verification flow (user_email_changes table, OLD-address cancel link + NEW-address confirm link) + EMAIL_CHANGE_INSTANT=true dev shortcut - Password reset triggered via better-auth requestPasswordReset - Profile photo upload + crop (square 256×256) via shared <ImageCropperDialog> + /api/v1/me/avatar BRANDING - Shared <ImageCropperDialog> using react-easy-crop - Logo upload + crop in /admin/branding (writes via /api/v1/admin/settings/image -> storage backend) - Email header/footer HTML defaults injectable via "Insert default" - SettingsFormCard new field types: timezone (combobox), image-upload STORAGE ADMIN OVERHAUL - S3 config form FIRST, swap action SECOND - Test connection before any switch - Two-button switch: "Switch + migrate" vs "Switch only" with warning modals - runMigration() honours skipMigration flag - /api/ready + system-monitoring health check use the active storage backend instead of always probing MinIO - Filesystem backend already had full feature parity — verified BACKUP MANAGEMENT (real) - New backup_jobs table (id / status / trigger / size / storage_path) - runBackup() service spawns pg_dump --format=custom, streams to active storage backend via getStorageBackend().put() - /admin/backup page: trigger, history, download .dump for restore - Super-admin gated AI ADMIN PANEL - /admin/ai consolidates master switch + monthly token cap + provider credentials - Per-feature settings (OCR, berth-PDF parser, recommender) linked from the same page ONBOARDING WIZARD - /admin/onboarding now real with auto-checked steps - Reads each setting key + lists endpoint (roles/users/tags) to decide completion - Manual checkboxes for steps without an auto-detect signal - Progress bar + Mark done/Mark incomplete buttons - State persisted in system_settings.onboarding_manual_status RESIDENTIAL PARITY (full) - New residential_client_notes + residential_interest_notes tables (mirror marina-side shape) - Polymorphic notes.service.ts extended (verifyParent, listForEntity, create, update, delete) for residential_clients/_interests - <NotesList> component accepts the new entity types - 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests) - 2 new activity endpoints (residential clients + interests) - residential-client-tabs.tsx + residential-interest-tabs.tsx use DetailLayout (Overview / Interests / Notes / Activity) - residential-client-detail-header.tsx mirrors marina-side strip - useBreadcrumbHint wired into both detail components - Configurable Assigned-to dropdown (residential_interests.view perm) CONFIGURABLE RESIDENTIAL STAGES - residential-stages.service.ts with list / save / orphan-check - /api/v1/residential/stages GET/PUT - /admin/residential-stages admin UI with reassign-on-remove modal - Validators relaxed from z.enum to z.string DOCUMENSO PHASE 1 - Schema: document_signers.invited_at / opened_at / last_reminder_sent_at / signing_token (+ idx_ds_signing_token) - Schema: documents.completion_cc_emails (text[]) + auto_reminder_interval_days (int) - transformSigningUrl() now maps SignerRole -> URL segment via ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes Risk #5 where approver invites landed on /sign/error - POST /api/v1/documents/[id]/send-invitation with auto-pick of next pending signer - Per-port settings: documenso_developer_label / _approver_label + documenso_developer_user_id / _approver_user_id (Phase 7 Project Director RBAC binding fields) ADMIN UX RAPID-FIRE - Sidebar collapse removed (always-expanded design) - Audit log: input sizes (h-9), date pickers w-44, action cell sub-label so single-row entries aren't blank - Sales email config: token list <details> + tooltips on threshold + body fields - Custom Settings card: long-form description - Reminder digest timezone uses TimezoneCombobox - Port form: currency dropdown (10 common currencies) + timezone combobox + brand color picker - Permissions count badge opens modal with granted/denied per resource - Role names display-normalized via prettifyRoleName - Tag form: native input type=color - Custom Fields page: amber heads-up about non-integration - Settings manager: select field type + fallthrough_policy as dropdown - Storage admin S3 fields ship as proper password + boolean LIST PAGES - Residential client list: clickable email/phone (mailto/tel/wa.me) - Residential interests + Documents Hub search inputs sized h-9 CURRENCY API - scripts/test-currency-api.ts verifies live Frankfurter fetch -> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001 TESTS - 1185/1185 vitest passing - tsc clean - eslint 0 errors (16 pre-existing warnings) Note: WEBSITE_INTAKE_SECRET added to .env.example but committed separately due to pre-commit hook policy on .env* files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 21:02:12 +02:00
<CardDescription>
Free-form key-value entries that aren&apos;t covered by the typed forms above. Use
this for one-off feature flags, integration secrets, or experimental tunables that the
platform reads at runtime via{' '}
<code className="text-xs">getSystemSetting(portId, key)</code>. Values can be JSON
objects, plain strings, numbers, or booleans. Most reps will never need this section
touch only if you know which key affects what.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{customSettings.map((setting) => (
<div key={setting.key} className="flex items-center justify-between gap-2">
<div>
<code className="text-sm font-mono">{setting.key}</code>
<p className="text-xs text-muted-foreground">
{typeof setting.value === 'object'
? JSON.stringify(setting.value)
: String(setting.value)}
</p>
</div>
<ConfirmationDialog
trigger={
<Button
variant="ghost"
size="sm"
className="text-destructive hover:text-destructive"
>
<Trash2 className="h-4 w-4" />
</Button>
}
title="Delete Setting"
description={`Delete "${setting.key}"? This may affect system behavior.`}
confirmLabel="Delete"
onConfirm={() => handleDeleteSetting(setting.key)}
/>
</div>
))}
<Separator />
<div className="flex gap-2">
<Input
placeholder="Key"
value={customKey}
onChange={(e) => setCustomKey(e.target.value)}
className="w-40"
/>
<Input
placeholder="Value (JSON or string)"
value={customValue}
onChange={(e) => setCustomValue(e.target.value)}
className="flex-1"
/>
<Button variant="outline" onClick={handleAddCustom} disabled={!customKey.trim()}>
<Plus className="mr-1 h-4 w-4" />
Add
</Button>
</div>
</CardContent>
</Card>
</div>
</div>
);
}