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>
This commit is contained in:
135
src/app/(dashboard)/[portSlug]/admin/ai/page.tsx
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135
src/app/(dashboard)/[portSlug]/admin/ai/page.tsx
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@@ -0,0 +1,135 @@
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import Link from 'next/link';
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import { Bot, Receipt, FileText, Brain, ExternalLink } from 'lucide-react';
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import {
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SettingsFormCard,
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type SettingFieldDef,
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} from '@/components/admin/shared/settings-form-card';
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import { PageHeader } from '@/components/shared/page-header';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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const MASTER_FIELDS: SettingFieldDef[] = [
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{
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key: 'ai_enabled',
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label: 'AI features enabled',
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description:
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'Master switch. When OFF, every AI surface (receipt OCR fallback, berth-PDF AI parse, future embedding-driven recommendations) is bypassed. Provider keys stay configured but unused.',
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type: 'boolean',
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defaultValue: true,
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},
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{
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key: 'ai_monthly_token_cap',
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label: 'Monthly token cap (this port)',
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description:
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'Soft cap on total AI tokens consumed per calendar month across every feature. When exceeded, AI features fall back to non-AI paths and surface a banner. Set 0 for no cap.',
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type: 'number',
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defaultValue: 0,
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},
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];
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const PROVIDER_FIELDS: SettingFieldDef[] = [
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{
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key: 'openai_api_key',
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label: 'OpenAI API key',
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description:
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'Used by Receipt OCR fallback and (future) berth-PDF AI parse. Stored AES-encrypted at rest; the field shows blank after save.',
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type: 'password',
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placeholder: 'sk-…',
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defaultValue: '',
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},
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{
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key: 'openai_default_model',
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label: 'Default OpenAI model',
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description: 'Used when a feature does not specify an explicit model.',
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type: 'select',
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defaultValue: 'gpt-4o-mini',
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options: [
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{ value: 'gpt-4o-mini', label: 'gpt-4o-mini — cheap, fast, vision-capable' },
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{ value: 'gpt-4o', label: 'gpt-4o — full-strength multimodal' },
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{ value: 'gpt-4-turbo', label: 'gpt-4-turbo — legacy text reasoning' },
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],
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},
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];
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interface FeatureLink {
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href: string;
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icon: typeof Bot;
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title: string;
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description: string;
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}
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const FEATURE_LINKS: FeatureLink[] = [
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{
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href: '../ocr',
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icon: Receipt,
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title: 'Receipt OCR settings',
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description:
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'Provider, model, and confidence thresholds for the receipt scanner. AI fallback only runs when the on-device parser is uncertain.',
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},
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{
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href: '../berth-pdf-parser',
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icon: FileText,
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title: 'Berth PDF parser',
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description:
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'Three-tier AcroForm → OCR → AI pipeline. The AI pass costs tokens; reps invoke it manually when OCR confidence is low.',
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},
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{
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href: '../recommender',
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icon: Brain,
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title: 'Berth recommender',
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description:
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'Rule-based today; future versions will optionally use embeddings for soft preference matching. AI use is gated by the master switch above.',
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},
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];
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export default function AiAdminPage() {
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return (
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<div className="space-y-6">
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<PageHeader
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title="AI configuration"
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description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds remain in their dedicated pages, linked below."
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eyebrow="ADMIN"
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/>
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<SettingsFormCard
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title="Master controls"
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description="Hard kill switch + budget guardrails covering every AI surface in this port."
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fields={MASTER_FIELDS}
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/>
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<SettingsFormCard
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title="Provider credentials"
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description="Shared API keys used by AI-enabled features. Per-feature pages can override the model on a feature-by-feature basis."
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fields={PROVIDER_FIELDS}
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/>
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<Card>
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<CardHeader>
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<CardTitle className="text-base flex items-center gap-2">
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<Bot className="h-4 w-4" /> Per-feature settings
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</CardTitle>
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<CardDescription>
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Feature-specific tuning lives on each feature's admin page. They all read the
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master switch + provider credentials configured above.
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</CardDescription>
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</CardHeader>
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<CardContent className="grid gap-3 sm:grid-cols-2 lg:grid-cols-3">
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{FEATURE_LINKS.map((f) => (
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<Link
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key={f.href}
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href={f.href as never}
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className="rounded-md border bg-card p-3 hover:border-primary transition-colors block"
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>
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<div className="flex items-center gap-2 text-sm font-medium">
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<f.icon className="h-4 w-4 text-muted-foreground" />
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{f.title}
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<ExternalLink className="ml-auto h-3 w-3 opacity-50" />
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</div>
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<p className="mt-1 text-xs text-muted-foreground">{f.description}</p>
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</Link>
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))}
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</CardContent>
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</Card>
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</div>
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);
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}
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@@ -1,65 +1,15 @@
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import { BackupAdminPanel } from '@/components/admin/backup-admin-panel';
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import { PageHeader } from '@/components/shared/page-header';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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export default function BackupManagementPage() {
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return (
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<div>
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<div className="space-y-6">
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<PageHeader
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title="Backup & Restore"
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description="How backups are taken today and what an in-app backup admin will look like."
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title="Backup & Restore"
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eyebrow="ADMIN"
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description="Trigger ad-hoc database snapshots, browse the history, and download a .dump file for offline restore."
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/>
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<div className="grid gap-4 mt-6 lg:grid-cols-2">
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<Card>
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<CardHeader>
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<CardTitle>Current backup posture</CardTitle>
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<CardDescription>
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Database snapshots run outside the app — there is no in-app trigger yet.
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</CardDescription>
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</CardHeader>
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<CardContent className="space-y-3 text-sm">
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<p>
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<strong>PostgreSQL:</strong> snapshotted by the platform’s nightly{' '}
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<code>pg_dump</code> job. Retention is set at the infrastructure layer (see{' '}
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<code>docs/operations/</code> if a runbook exists). Restores are manual.
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</p>
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<p>
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<strong>Object storage:</strong> when{' '}
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<code>system_settings.storage_backend = ‘s3’</code>, the bucket is
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versioned by the provider. When the filesystem backend is in use, the host’s
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snapshot policy is the only safety net — switch to s3 before relying on point-in-time
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recovery.
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</p>
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<p>
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<strong>Redis / queue state:</strong> ephemeral. Failed jobs sit on the{' '}
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<code>removeOnFail</code> retention window (7 days) and then disappear. Anything
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durable belongs in PostgreSQL.
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</p>
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle>What this page will become</CardTitle>
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<CardDescription>Planned admin surface, prioritised in upcoming work.</CardDescription>
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</CardHeader>
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<CardContent className="space-y-2 text-sm">
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<ul className="list-disc pl-5 space-y-1">
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<li>List recent snapshot files with timestamp, size, and origin (cron vs manual).</li>
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<li>“Take backup now” button that enqueues a maintenance job.</li>
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<li>
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Per-port logical export (“give me everything for port-nimara”) for
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compliance.
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</li>
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<li>Restore preview that shows row-counts that would change before commit.</li>
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<li>GDPR per-client export bundled here.</li>
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</ul>
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<p className="text-xs text-muted-foreground pt-2">
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Until this lands, treat ops/devops as the source of truth for backup state.
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</p>
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</CardContent>
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</Card>
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</div>
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<BackupAdminPanel />
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</div>
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);
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}
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@@ -4,6 +4,28 @@ import {
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} from '@/components/admin/shared/settings-form-card';
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import { PageHeader } from '@/components/shared/page-header';
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const DEFAULT_EMAIL_HEADER_HTML = `<!-- Optional pre-body header -->
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<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="border-collapse:collapse;">
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<tr>
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<td align="center" style="padding:16px 0;">
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<a href="https://example.com" style="text-decoration:none;color:#1e293b;font-family:Arial,sans-serif;font-size:14px;font-weight:600;">
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Your brand name
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</a>
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</td>
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</tr>
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</table>`;
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const DEFAULT_EMAIL_FOOTER_HTML = `<!-- Optional sub-body footer -->
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<table role="presentation" width="100%" cellpadding="0" cellspacing="0" style="border-collapse:collapse;">
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<tr>
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<td align="center" style="padding:24px 0;color:#64748b;font-family:Arial,sans-serif;font-size:12px;">
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© ${new Date().getFullYear()} Your Company ·
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<a href="https://example.com" style="color:#64748b;">Visit our website</a> ·
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<a href="mailto:hello@example.com" style="color:#64748b;">hello@example.com</a>
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</td>
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</tr>
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</table>`;
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const FIELDS: SettingFieldDef[] = [
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{
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key: 'branding_app_name',
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@@ -15,11 +37,11 @@ const FIELDS: SettingFieldDef[] = [
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},
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{
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key: 'branding_logo_url',
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label: 'Logo URL',
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label: 'Logo',
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description:
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'Public HTTPS URL of the logo used in email headers and the branded auth shell. Recommended size: 240×80 PNG with transparent background.',
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type: 'string',
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placeholder: 'https://example.com/logo.png',
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'Used in email headers and the branded auth shell. Recommended: square PNG with transparent background.',
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type: 'image-upload',
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imageAspect: 1,
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defaultValue: '',
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},
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{
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@@ -32,9 +54,11 @@ const FIELDS: SettingFieldDef[] = [
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{
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key: 'branding_email_header_html',
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label: 'Email header HTML',
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description: 'Optional HTML rendered above each email body. Leave blank to use the default.',
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description:
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'Optional HTML rendered above each email body. Leave blank to use the default. Tap "Insert default" to start from the baseline template.',
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type: 'html',
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defaultValue: '',
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defaultTemplate: DEFAULT_EMAIL_HEADER_HTML,
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},
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{
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key: 'branding_email_footer_html',
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@@ -42,6 +66,7 @@ const FIELDS: SettingFieldDef[] = [
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description: 'Optional HTML rendered at the very bottom of each email (above the signature).',
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type: 'html',
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defaultValue: '',
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defaultTemplate: DEFAULT_EMAIL_FOOTER_HTML,
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},
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];
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@@ -21,6 +21,55 @@ const API_FIELDS: SettingFieldDef[] = [
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type: 'password',
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defaultValue: '',
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},
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{
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key: 'documenso_api_version_override',
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label: 'API version',
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description:
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'Which Documenso REST API to call against this port. v1 supports Documenso 1.x (per-field PIXEL placement, /api/v1/templates and /api/v1/documents). v2 unlocks the envelope/embed endpoints introduced in Documenso 2.x. Use the test-connection button below after switching to confirm the chosen version actually works against this port’s instance.',
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type: 'select',
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options: [
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{ value: 'v1', label: 'v1 — Documenso 1.x (legacy stable)' },
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{ value: 'v2', label: 'v2 — Documenso 2.x (envelope + embedded signing)' },
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],
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defaultValue: 'v1',
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},
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];
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const SIGNER_FIELDS: SettingFieldDef[] = [
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{
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key: 'documenso_developer_name',
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label: 'Developer signer — name',
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description:
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'The party who signs after the client (typically the marina developer or owner). Used as the static "developer" recipient in templated documents (EOI). Was hardcoded as "David Mizrahi" in the legacy single-tenant system.',
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type: 'string',
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placeholder: 'David Mizrahi',
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defaultValue: '',
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},
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{
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key: 'documenso_developer_email',
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label: 'Developer signer — email',
|
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description: 'Email used to send the developer signing request via Documenso.',
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type: 'string',
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placeholder: 'dm@portnimara.com',
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defaultValue: '',
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},
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{
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key: 'documenso_approver_name',
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label: 'Approver — name',
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description:
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'The final approver who signs after the developer (typically a sales/legal lead). Was hardcoded as "Abbie May" in the legacy system.',
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type: 'string',
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placeholder: 'Abbie May',
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defaultValue: '',
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},
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{
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key: 'documenso_approver_email',
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label: 'Approver — email',
|
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description: 'Email used to route the final approval signing request.',
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type: 'string',
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placeholder: 'sales@portnimara.com',
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defaultValue: '',
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},
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];
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const EOI_FIELDS: SettingFieldDef[] = [
|
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@@ -44,6 +93,51 @@ const EOI_FIELDS: SettingFieldDef[] = [
|
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],
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defaultValue: 'documenso-template',
|
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},
|
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{
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key: 'eoi_send_mode',
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label: 'Initial signing-invitation email behaviour',
|
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description:
|
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'Auto = the system sends our branded "please sign" email immediately when an EOI/contract/reservation is generated. Manual = the document is generated and the signing URL appears in the UI; a rep clicks "Send invitation" to dispatch. Auto is the lower-friction option for high-volume teams; manual lets reps review before sending. Applies to all document types, not just EOI.',
|
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type: 'select',
|
||||
options: [
|
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{ value: 'manual', label: 'Manual (rep clicks Send after generation)' },
|
||||
{ value: 'auto', label: 'Auto (send branded email on generate)' },
|
||||
],
|
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defaultValue: 'manual',
|
||||
},
|
||||
];
|
||||
|
||||
const CONTRACT_RESERVATION_FIELDS: SettingFieldDef[] = [
|
||||
{
|
||||
key: 'documenso_contract_template_id',
|
||||
label: 'Contract Documenso template ID (optional)',
|
||||
description:
|
||||
'Numeric template ID for sales contract generation. Leave blank to use the per-deal upload-and-place-fields flow instead (the typical path for contracts, since they are usually drafted custom per client).',
|
||||
type: 'string',
|
||||
placeholder: '',
|
||||
defaultValue: '',
|
||||
},
|
||||
{
|
||||
key: 'documenso_reservation_template_id',
|
||||
label: 'Reservation agreement Documenso template ID (optional)',
|
||||
description:
|
||||
'Numeric template ID for reservation agreements. Same logic — leave blank to upload per deal.',
|
||||
type: 'string',
|
||||
placeholder: '',
|
||||
defaultValue: '',
|
||||
},
|
||||
];
|
||||
|
||||
const EMBED_FIELDS: SettingFieldDef[] = [
|
||||
{
|
||||
key: 'embedded_signing_host',
|
||||
label: 'Embedded signing host',
|
||||
description:
|
||||
"Origin of the public site that hosts the embedded Documenso signing pages. Outbound emails wrap raw Documenso signing URLs into {host}/sign/<type>/<token> so clients sign on your branded page rather than Documenso's domain. Leave blank to fall back to the app URL. Marketing-website pattern: https://portnimara.com",
|
||||
type: 'string',
|
||||
placeholder: 'https://portnimara.com',
|
||||
defaultValue: '',
|
||||
},
|
||||
];
|
||||
|
||||
export default function DocumensoSettingsPage() {
|
||||
@@ -51,7 +145,7 @@ export default function DocumensoSettingsPage() {
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="Documenso & EOI"
|
||||
description="API credentials and default EOI generation pathway. Use the test-connection button to verify a saved configuration before relying on it."
|
||||
description="API credentials, signer identities, and document generation behaviour. Use the test-connection button to verify a saved configuration before relying on it."
|
||||
/>
|
||||
|
||||
<SettingsFormCard
|
||||
@@ -61,11 +155,29 @@ export default function DocumensoSettingsPage() {
|
||||
extra={<DocumensoTestButton />}
|
||||
/>
|
||||
|
||||
<SettingsFormCard
|
||||
title="Signers (developer + approver)"
|
||||
description="Identity of the static signers in your Documenso templates. The client is always pulled from the interest's linked client record; these values fill the developer (signing order 2) and approver (signing order 3) slots."
|
||||
fields={SIGNER_FIELDS}
|
||||
/>
|
||||
|
||||
<SettingsFormCard
|
||||
title="EOI generation"
|
||||
description="Default pathway and template used when an interest's EOI is generated."
|
||||
description="Default pathway, template, and email behaviour when an interest's EOI is generated."
|
||||
fields={EOI_FIELDS}
|
||||
/>
|
||||
|
||||
<SettingsFormCard
|
||||
title="Contract & reservation templates (optional)"
|
||||
description="Most ports leave these blank because contracts/reservations are drafted per deal and uploaded for signing. Set a template ID only if you have a standardised contract/reservation Documenso template."
|
||||
fields={CONTRACT_RESERVATION_FIELDS}
|
||||
/>
|
||||
|
||||
<SettingsFormCard
|
||||
title="Embedded signing"
|
||||
description="Where the public-facing branded signing pages live. The CRM rewrites Documenso signing URLs to point here when sending invitation and reminder emails."
|
||||
fields={EMBED_FIELDS}
|
||||
/>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -1,114 +1,14 @@
|
||||
import Link from 'next/link';
|
||||
|
||||
import { OnboardingChecklist } from '@/components/admin/onboarding-checklist';
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
|
||||
|
||||
interface ChecklistItem {
|
||||
href: string;
|
||||
label: string;
|
||||
description: string;
|
||||
}
|
||||
|
||||
const CHECKLIST: ChecklistItem[] = [
|
||||
{
|
||||
href: 'branding',
|
||||
label: 'Set port name, logo, primary colour',
|
||||
description: 'Branding flows into the navbar, emails, and EOI PDFs.',
|
||||
},
|
||||
{
|
||||
href: 'email',
|
||||
label: 'Configure outgoing email',
|
||||
description:
|
||||
'From-address, signature, footer, plus per-port SMTP overrides if you don’t use the global account.',
|
||||
},
|
||||
{
|
||||
href: 'documenso',
|
||||
label: 'Connect Documenso for EOIs',
|
||||
description:
|
||||
'API credentials and the EOI template id, plus the in-app vs Documenso pathway choice.',
|
||||
},
|
||||
{
|
||||
href: 'settings',
|
||||
label: 'Tune business rules + recommender weights',
|
||||
description:
|
||||
'Pipeline weights, net-10 discount, berth recommender knobs (heat weights, fall-through policy).',
|
||||
},
|
||||
{
|
||||
href: 'roles',
|
||||
label: 'Create roles & assign users',
|
||||
description: 'Per-port roles inherit from the global system roles; override permissions here.',
|
||||
},
|
||||
{
|
||||
href: 'invitations',
|
||||
label: 'Invite the rest of the team',
|
||||
description:
|
||||
'Invitations track pending, expired, and accepted state and can be resent or revoked.',
|
||||
},
|
||||
{
|
||||
href: 'tags',
|
||||
label: 'Define starter tags',
|
||||
description: 'Color-coded labels used across clients, yachts, companies, and interests.',
|
||||
},
|
||||
{
|
||||
href: 'forms',
|
||||
label: 'Wire the website intake forms',
|
||||
description:
|
||||
'Inquiry forms on the marketing site dual-write into the CRM via /api/public/website-inquiries.',
|
||||
},
|
||||
];
|
||||
|
||||
export default function OnboardingPage() {
|
||||
return (
|
||||
<div>
|
||||
<PageHeader
|
||||
title="Port onboarding"
|
||||
description="Recommended order to bring a new port live. Each step links to the right admin page."
|
||||
description="Bring a new port live. Each step links to the right admin page; checks update automatically once you've configured the underlying setting."
|
||||
/>
|
||||
|
||||
<Card className="mt-6">
|
||||
<CardHeader>
|
||||
<CardTitle>Setup checklist</CardTitle>
|
||||
<CardDescription>
|
||||
Work through these in order. The future onboarding wizard will track progress per port;
|
||||
for now this is a guided index.
|
||||
</CardDescription>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
<ol className="space-y-4">
|
||||
{CHECKLIST.map((item, idx) => (
|
||||
<li key={item.href} className="flex gap-4">
|
||||
<span className="flex-none w-7 h-7 rounded-full bg-primary/10 text-primary font-medium text-sm flex items-center justify-center mt-0.5">
|
||||
{idx + 1}
|
||||
</span>
|
||||
<div className="flex-1">
|
||||
<Link
|
||||
href={`./${item.href}` as never}
|
||||
className="text-sm font-medium hover:underline"
|
||||
>
|
||||
{item.label}
|
||||
</Link>
|
||||
<p className="text-sm text-muted-foreground mt-0.5">{item.description}</p>
|
||||
</div>
|
||||
</li>
|
||||
))}
|
||||
</ol>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
<Card className="mt-4">
|
||||
<CardHeader>
|
||||
<CardTitle>What this page will become</CardTitle>
|
||||
<CardDescription>
|
||||
A guided wizard that walks per-port admins through the same steps with progress
|
||||
tracking.
|
||||
</CardDescription>
|
||||
</CardHeader>
|
||||
<CardContent className="text-sm text-muted-foreground">
|
||||
The wizard will record completion per port in <code>system_settings</code>, gate the
|
||||
public marketing-site cutover until required steps are done, and surface a banner on the
|
||||
dashboard when onboarding is incomplete.
|
||||
</CardContent>
|
||||
</Card>
|
||||
<OnboardingChecklist />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -231,10 +231,17 @@ const GROUPS: AdminGroup[] = [
|
||||
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,
|
||||
},
|
||||
{
|
||||
href: 'ocr',
|
||||
label: 'Receipt OCR',
|
||||
description: 'Configure the AI provider used by the mobile receipt scanner.',
|
||||
label: 'Receipt OCR (per-feature)',
|
||||
description: 'Provider, model, and confidence thresholds for the receipt scanner.',
|
||||
icon: ScrollText,
|
||||
},
|
||||
{
|
||||
@@ -243,6 +250,13 @@ const GROUPS: AdminGroup[] = [
|
||||
description: 'Per-port Umami URL, API token, and Website ID.',
|
||||
icon: Globe,
|
||||
},
|
||||
{
|
||||
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,
|
||||
},
|
||||
],
|
||||
},
|
||||
];
|
||||
|
||||
@@ -44,9 +44,8 @@ const DIGEST_FIELDS: SettingFieldDef[] = [
|
||||
{
|
||||
key: 'reminder_digest_timezone',
|
||||
label: 'Digest timezone',
|
||||
description: 'IANA timezone name used to interpret the delivery time (e.g. Europe/Warsaw).',
|
||||
type: 'string',
|
||||
placeholder: 'Europe/Warsaw',
|
||||
description: 'IANA timezone name used to interpret the delivery time.',
|
||||
type: 'timezone',
|
||||
defaultValue: 'Europe/Warsaw',
|
||||
},
|
||||
];
|
||||
|
||||
@@ -0,0 +1,15 @@
|
||||
import { ResidentialStagesAdmin } from '@/components/admin/residential-stages-admin';
|
||||
import { PageHeader } from '@/components/shared/page-header';
|
||||
|
||||
export default function ResidentialStagesPage() {
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<PageHeader
|
||||
title="Residential pipeline stages"
|
||||
eyebrow="ADMIN"
|
||||
description="Configure the stages residential interests flow through. Removing a stage that still has interests prompts you to reassign them before saving."
|
||||
/>
|
||||
<ResidentialStagesAdmin />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user