feat(uat-batch): Groups F + G + H — DocsHub/signing + admin consolidation + email
F27–F29, G30, G31, H32, H33 from the 2026-05-21 plan.
Shipped now:
F28 Past-milestones expandable history. The Past strip on the
Interest overview becomes an <Accordion> — each row collapses
to the same one-line summary as before, expands to render the
full <MilestoneSection> (steps list, sub-status, inline doc
actions). Reuses the existing MilestoneSection so no new
per-milestone rendering needs to be maintained.
F29 Watchers configurable at document creation time. The unified
create-document wizard gets a Watchers section with a
multi-select checkbox list backed by /api/v1/admin/users/picker.
Selected user ids are sent in the `watchers` array on the POST
(replacing the prior hardcoded `[]`). UI matches the
post-creation WatchersCard so reps see the same identity rows
regardless of entry point.
G30 /admin/invitations merged into /admin/users. The Users page
now wraps the existing UserList + InvitationsManager in a
Tabs control (Active users / Invitations). The standalone
/admin/invitations route returns a redirect to the merged page
for bookmark back-compat. Removed nav catalog entry +
admin-sections-browser tile; extended the Users catalog
keywords with "invitations / pending invites / onboarding"
so command-K search still lands on the right surface.
G31 /admin/ai picks up the berth-PDF-parser section + a "planned
AI surfaces" placeholder. Berth PDF parser remains
env-configured today; the page now documents it so admins
don't hunt for the controls. Closes the "where do I configure
AI?" loop.
H32 Email settings explainer panel above the SMTP cards. Spells
out why noreply + sales have separate credentials and which
workflows ship from each mailbox. Existing field titles
gained the "(noreply)" suffix so the model maps cleanly.
H33 Supplemental-info-request email rebuilt to use the shared
branded shell (logo + blurred overhead background + max-
width 600 table layout) instead of the prior plain-HTML
page. Per-port branding (logo / primary color / background /
header / footer) flows from getPortBrandingConfig. CTA
button picks up the port's primary color.
Already shipped (verified pre-shipped):
F27 DocumentsHub root view already hides the breadcrumb via
`selectedFolderId !== undefined` conditional.
Verified: tsc clean, vitest 1454/1454.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1,4 +1,4 @@
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import { Bot } from 'lucide-react';
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import { Bot, FileScan, Lightbulb } from 'lucide-react';
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import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
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import { PageHeader } from '@/components/shared/page-header';
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@@ -10,7 +10,7 @@ export default function AiAdminPage() {
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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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description="One place to manage every AI-using feature. Provider credentials and the master AI switch live here; per-feature thresholds are embedded below."
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eyebrow="ADMIN"
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/>
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@@ -40,6 +40,46 @@ export default function AiAdminPage() {
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<OcrSettingsForm embedded />
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</CardContent>
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</Card>
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{/*
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Berth-PDF parser AI fallback — currently configured via the
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BERTH_PDF_PARSER_* env vars. No per-port override surface today;
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when one is added, it lands here so admins don't have to hunt.
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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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<FileScan className="h-4 w-4" /> Berth PDF parser
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</CardTitle>
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<CardDescription>
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3-tier extraction (AcroForm → on-device OCR → AI fallback on low confidence) for
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per-berth PDFs and brochures. Provider + confidence threshold are env-controlled today
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(BERTH_PDF_PARSER_PROVIDER, BERTH_PDF_PARSER_CONFIDENCE_FLOOR); a per-port override UI
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lands in a follow-up. The master switch above gates the AI tier across every port.
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</CardDescription>
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</CardHeader>
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</Card>
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{/*
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Future AI surfaces. Each gets a section here once it ships:
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- Recommender embeddings (currently rule-based, not LLM-based)
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- Contact-log action extraction (deferred — needs user demand)
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- Inquiry-form auto-classification (deferred)
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Listing them inert here closes the "where do I configure AI?"
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loop — admins land on /admin/ai and see the full landscape.
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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 text-muted-foreground">
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<Lightbulb className="h-4 w-4" /> Planned AI surfaces
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</CardTitle>
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<CardDescription>
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Recommender embeddings, contact-log action extraction, and inquiry-form auto-
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classification are queued. They will surface as additional sections on this page when
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shipped, with no scattered admin entries to hunt down.
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</CardDescription>
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</CardHeader>
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</Card>
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</div>
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);
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}
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@@ -1,3 +1,5 @@
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import { Info } from 'lucide-react';
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import { PageHeader } from '@/components/shared/page-header';
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import { RegistryDrivenForm } from '@/components/admin/shared/registry-driven-form';
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import { SalesEmailConfigCard } from '@/components/admin/sales-email-config-card';
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@@ -11,18 +13,43 @@ export default function EmailSettingsPage() {
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title="Email Settings"
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description="Per-port outgoing email configuration. SMTP credentials and the From address default to environment variables when these fields are blank. Header/footer HTML lives under Branding."
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/>
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{/* Explainer for the "two accounts" model — addresses the recurring
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UAT question "why are there separate SMTP credentials for sales
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and noreply?". Keeps the answer in front of the admin before
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they reach the per-card form below. */}
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<div className="rounded-md border border-border bg-muted/40 px-4 py-3 text-sm">
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<div className="flex items-start gap-2">
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<Info className="mt-0.5 size-4 shrink-0 text-muted-foreground" aria-hidden />
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<div className="space-y-1 text-muted-foreground">
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<p>
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<strong className="text-foreground">Why two accounts?</strong> Transactional emails
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(signing invites, notifications, password resets) ship from your noreply mailbox over
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the SMTP credentials below. Rep-authored sales emails (one-off messages, proposal
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sends) ship from the sales mailbox with separate credentials so replies land in a
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human-monitored inbox.
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</p>
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<p>
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The noreply credentials are also used by the supplemental-info workflow + portal
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activation, i.e. anywhere the platform sends on its own initiative. The sales
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credentials are only used when a rep clicks Send in the compose UI.
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</p>
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</div>
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</div>
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</div>
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{/* Registry-driven so each field shows the "Using env fallback /
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port / global / default" badge inline — admins can tell at a
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glance which fields are coming from .env vs. UI overrides. */}
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<RegistryDrivenForm
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sections={['email.from']}
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title="From address"
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description="Identity headers used by system-generated emails."
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title="From address (noreply)"
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description="Identity headers used by system-generated emails. Set the From + Reply-To here; the matching SMTP credentials live in the next card."
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/>
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<RegistryDrivenForm
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sections={['email.smtp']}
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title="SMTP transport overrides"
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description="Optional per-port SMTP credentials. Leave blank to use the global env defaults. Each field shows its current source (env / port / default) so you can tell what's active without checking the deploy."
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title="SMTP transport overrides (noreply)"
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description="Optional per-port SMTP credentials for the noreply mailbox. Leave blank to use the global env defaults. Each field shows its current source (env / port / default) so you can tell what's active without checking the deploy."
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/>
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<SmtpTestSendCard />
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<SalesEmailConfigCard />
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@@ -1,14 +1,15 @@
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import { InvitationsManager } from '@/components/admin/invitations/invitations-manager';
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import { PageHeader } from '@/components/shared/page-header';
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import { redirect } from 'next/navigation';
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export default function InvitationsPage() {
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return (
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<div className="space-y-6">
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<PageHeader
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title="Invitations"
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description="Send a single-use invitation to a new CRM user. The recipient sets their own password via the link in the email."
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/>
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<InvitationsManager />
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</div>
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);
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/**
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* 2026-05-21: /admin/invitations was merged into /admin/users (Users +
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* Invitations tabs on a single page). This stub keeps old bookmarks +
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* external links working by redirecting to the canonical destination.
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*/
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export default async function InvitationsRedirectPage({
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params,
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}: {
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params: Promise<{ portSlug: string }>;
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}) {
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const { portSlug } = await params;
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redirect(`/${portSlug}/admin/users`);
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}
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@@ -1,5 +1,34 @@
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import { InvitationsManager } from '@/components/admin/invitations/invitations-manager';
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import { UserList } from '@/components/admin/users/user-list';
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import { PageHeader } from '@/components/shared/page-header';
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import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
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/**
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* "People with access" surface — covers BOTH currently-active CRM users
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* and pending invitations. Previously these lived on separate routes
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* (/admin/users + /admin/invitations); merged 2026-05-21 so admins land
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* on one page and tab between states. The standalone /admin/invitations
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* route now redirects here for back-compat with bookmarks.
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*/
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export default function UserManagementPage() {
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return <UserList />;
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return (
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<div className="space-y-6">
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<PageHeader
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title="Users"
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description="Active CRM users and pending invitations. Switch tabs to manage invitations."
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/>
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<Tabs defaultValue="active" className="space-y-4">
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<TabsList>
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<TabsTrigger value="active">Active users</TabsTrigger>
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<TabsTrigger value="invitations">Invitations</TabsTrigger>
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</TabsList>
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<TabsContent value="active">
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<UserList />
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</TabsContent>
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<TabsContent value="invitations">
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<InvitationsManager />
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</TabsContent>
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</Tabs>
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</div>
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);
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}
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@@ -9,7 +9,8 @@ import {
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} from '@/lib/services/supplemental-forms.service';
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import { sendEmail } from '@/lib/email';
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import { env } from '@/lib/env';
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import { getPortEmailConfig } from '@/lib/services/port-config';
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import { getPortBrandingConfig, getPortEmailConfig } from '@/lib/services/port-config';
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import { brandingPrimaryColor, renderShell } from '@/lib/email/shell';
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/**
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* POST /api/v1/interests/[id]/supplemental-info-request
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@@ -82,22 +83,56 @@ export const POST = withAuth(
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// `sendEmail` body flag.
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const willSendEmail = resendTokenId ? true : shouldSendEmail;
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if (willSendEmail && result.clientEmail) {
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const html = `
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<p>Hello ${escapeHtml(result.clientName)},</p>
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<p>Before we draft your Expression of Interest, we need to confirm a few details.
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// Render through the shared branded shell (logo + blurred overhead
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// background + max-width 600 table layout) so the supplemental-
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// info email matches portal-activation / reset / login + the rest
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// of the branded surfaces. Per-port branding (logo, primary
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// color, background image, header/footer) flows from
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// system_settings via getPortBrandingConfig.
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const branding = await getPortBrandingConfig(ctx.portId);
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const accent = brandingPrimaryColor({
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logoUrl: branding.logoUrl,
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backgroundUrl: branding.emailBackgroundUrl,
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primaryColor: branding.primaryColor,
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emailHeaderHtml: branding.emailHeaderHtml,
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emailFooterHtml: branding.emailFooterHtml,
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});
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const body = `
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<h1 style="font-family:Arial,sans-serif;font-size:20px;font-weight:600;color:#0f172a;margin:0 0 16px;">
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One quick step before your EOI
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</h1>
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<p style="font-family:Arial,sans-serif;font-size:14px;line-height:1.55;color:#334155;margin:0 0 12px;">
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Hello ${escapeHtml(result.clientName)},
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</p>
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<p style="font-family:Arial,sans-serif;font-size:14px;line-height:1.55;color:#334155;margin:0 0 16px;">
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Before we draft your Expression of Interest, we need to confirm a few details.
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The form below is pre-filled with what we have on file — please review, correct
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anything that's wrong, and add what's missing.</p>
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<p style="text-align:center;margin:24px 0">
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anything that's wrong, and add what's missing.
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</p>
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<p style="text-align:center;margin:24px 0;">
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<a href="${link}"
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style="background:#1e3a8a;color:#fff;text-decoration:none;padding:12px 24px;border-radius:6px;display:inline-block">
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style="display:inline-block;background:${accent};color:#ffffff;text-decoration:none;padding:12px 24px;border-radius:6px;font-family:Arial,sans-serif;font-size:14px;font-weight:600;">
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Open the form
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</a>
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</p>
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<p style="color:#64748b;font-size:12px">
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<p style="font-family:Arial,sans-serif;font-size:12px;color:#64748b;margin:0 0 4px;">
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This link expires on ${result.expiresAt.toUTCString()}.
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If you didn't expect this email, please let us know.
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</p>
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<p style="font-family:Arial,sans-serif;font-size:12px;color:#64748b;margin:0;">
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If you didn't expect this email, please let us know.
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</p>
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`;
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const html = renderShell({
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title: 'Please complete a few details before we draft your EOI',
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body,
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branding: {
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logoUrl: branding.logoUrl,
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backgroundUrl: branding.emailBackgroundUrl,
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primaryColor: branding.primaryColor,
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emailHeaderHtml: branding.emailHeaderHtml,
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emailFooterHtml: branding.emailFooterHtml,
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},
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});
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await sendEmail(
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result.clientEmail,
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'Please complete a few details before we draft your EOI',
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@@ -18,7 +18,6 @@ import {
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Inbox,
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ListChecks,
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Mail,
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MailPlus,
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Paintbrush,
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ScrollText,
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Search,
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@@ -87,12 +86,10 @@ const GROUPS: AdminGroup[] = [
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'residential access',
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],
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},
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{
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href: 'invitations',
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label: 'Invitations',
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description: 'Send invitations, track pending invites, and resend or revoke them.',
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icon: MailPlus,
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},
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// /admin/invitations merged into /admin/users (Active users +
|
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// Invitations tabs) on 2026-05-21. The standalone tile was
|
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// removed; reps still find the invitation flow via the Users
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// tile's "Invitations" tab.
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{
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href: 'roles',
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label: 'Roles & Permissions',
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@@ -1,9 +1,9 @@
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'use client';
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import { useState } from 'react';
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import { useEffect, useState } from 'react';
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import { useRouter } from 'next/navigation';
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import Link from 'next/link';
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import { ArrowLeft, Plus, Trash2 } from 'lucide-react';
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import { ArrowLeft, Eye, Plus, Trash2 } from 'lucide-react';
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import { toast } from 'sonner';
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import { Button } from '@/components/ui/button';
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@@ -78,6 +78,23 @@ export function CreateDocumentWizard({ portSlug }: CreateDocumentWizardProps) {
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const [subjectType, setSubjectType] = useState<(typeof SUBJECT_TYPES)[number]['key']>('interest');
|
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const [subjectId, setSubjectId] = useState('');
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// Watchers picked at create-time. Each selected user gets an in-app
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// notification on every signing event (opened, signed, declined,
|
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// completed) once the document is created. Same surface the
|
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// post-creation WatchersCard exposes, but lets the rep wire it
|
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// upfront instead of digging into the detail page afterwards.
|
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const [watcherUserIds, setWatcherUserIds] = useState<string[]>([]);
|
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const [watcherUsers, setWatcherUsers] = useState<
|
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Array<{ id: string; name: string | null; email: string | null }>
|
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>([]);
|
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useEffect(() => {
|
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void apiFetch<{
|
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data: Array<{ id: string; name: string | null; email: string | null }>;
|
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}>('/api/v1/admin/users/picker')
|
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.then((res) => setWatcherUsers(res.data ?? []))
|
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.catch(() => setWatcherUsers([]));
|
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}, []);
|
||||
|
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const [signers, setSigners] = useState<SignerRow[]>([
|
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{ signerName: '', signerEmail: '', signerRole: 'client', signingOrder: 1 },
|
||||
]);
|
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@@ -154,7 +171,7 @@ export function CreateDocumentWizard({ portSlug }: CreateDocumentWizardProps) {
|
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notes: notes.trim() || undefined,
|
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[subjectField]: subjectId.trim(),
|
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signingMode,
|
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watchers: [],
|
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watchers: watcherUserIds,
|
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autoPlaceFields: true,
|
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sendImmediately: false,
|
||||
remindersDisabled: reminderMode === 'disabled',
|
||||
@@ -427,6 +444,45 @@ export function CreateDocumentWizard({ portSlug }: CreateDocumentWizardProps) {
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section className="rounded-md border bg-white p-4 lg:col-span-2">
|
||||
<h2 className="mb-3 flex items-center gap-1.5 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
|
||||
<Eye className="size-3.5" aria-hidden />
|
||||
Watchers
|
||||
</h2>
|
||||
<p className="mb-2 text-xs text-muted-foreground">
|
||||
Selected users receive an in-app notification on every signing event (opened, signed,
|
||||
declined, completed). Can be edited from the document detail page after creation.
|
||||
</p>
|
||||
{watcherUsers.length === 0 ? (
|
||||
<p className="text-xs italic text-muted-foreground">No users available to add.</p>
|
||||
) : (
|
||||
<div className="grid grid-cols-1 gap-1 sm:grid-cols-2">
|
||||
{watcherUsers.map((u) => {
|
||||
const checked = watcherUserIds.includes(u.id);
|
||||
return (
|
||||
<label
|
||||
key={u.id}
|
||||
className="flex cursor-pointer items-center gap-2 rounded-sm px-1 py-0.5 text-sm hover:bg-muted/50"
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={checked}
|
||||
onChange={() =>
|
||||
setWatcherUserIds((prev) =>
|
||||
checked ? prev.filter((id) => id !== u.id) : [...prev, u.id],
|
||||
)
|
||||
}
|
||||
/>
|
||||
<span className="truncate">
|
||||
{u.name ?? u.email ?? `User ${u.id.slice(0, 8)}…`}
|
||||
</span>
|
||||
</label>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
</section>
|
||||
|
||||
<section className="rounded-md border bg-white p-4 lg:col-span-2">
|
||||
<h2 className="mb-3 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
|
||||
Reminders
|
||||
|
||||
@@ -11,6 +11,12 @@ import type { DetailTab } from '@/components/shared/detail-layout';
|
||||
import { Button } from '@/components/ui/button';
|
||||
import { DatePicker } from '@/components/ui/date-picker';
|
||||
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
|
||||
import {
|
||||
Accordion,
|
||||
AccordionContent,
|
||||
AccordionItem,
|
||||
AccordionTrigger,
|
||||
} from '@/components/ui/accordion';
|
||||
import { NotesList } from '@/components/shared/notes-list';
|
||||
import { InlineEditableField } from '@/components/shared/inline-editable-field';
|
||||
import { ClientChannelEditor } from '@/components/clients/client-channel-editor';
|
||||
@@ -1022,18 +1028,41 @@ function OverviewTab({
|
||||
skip-ahead when reality calls for it (an override-confirm
|
||||
gates the actual stage move). */}
|
||||
{pastMilestones.length > 0 && (
|
||||
<div className="rounded-lg border bg-muted/20 px-4 py-2.5">
|
||||
<div className="flex flex-wrap items-center gap-x-4 gap-y-1.5 text-xs text-muted-foreground">
|
||||
<span className="text-[10px] font-semibold uppercase tracking-wide">Past</span>
|
||||
{pastMilestones.map((m) => (
|
||||
<span key={m.key} className="inline-flex items-center gap-1.5">
|
||||
<CheckCircle2 className="size-3 text-emerald-600" aria-hidden />
|
||||
<span className="font-medium text-foreground">{m.title}</span>
|
||||
<span>·</span>
|
||||
<span>{m.pastSummary}</span>
|
||||
</span>
|
||||
))}
|
||||
<div className="rounded-lg border bg-muted/20">
|
||||
<div className="flex items-center gap-2 border-b px-4 py-2 text-[10px] font-semibold uppercase tracking-wide text-muted-foreground">
|
||||
<span>Past</span>
|
||||
</div>
|
||||
<Accordion type="multiple" className="px-4">
|
||||
{pastMilestones.map((m) => (
|
||||
<AccordionItem key={m.key} value={m.key} className="border-0">
|
||||
<AccordionTrigger className="py-2 text-xs font-medium hover:no-underline">
|
||||
<div className="flex flex-1 items-center gap-2 text-left text-muted-foreground">
|
||||
<CheckCircle2 className="size-3 shrink-0 text-emerald-600" aria-hidden />
|
||||
<span className="font-medium text-foreground">{m.title}</span>
|
||||
<span className="text-[10px]">·</span>
|
||||
<span className="truncate text-xs">{m.pastSummary}</span>
|
||||
</div>
|
||||
</AccordionTrigger>
|
||||
<AccordionContent>
|
||||
{/* Reuse the same MilestoneSection layout used for the
|
||||
current milestone — the steps list, sub-status badge,
|
||||
and any inline doc actions all render the same way.
|
||||
`isActive={false}` keeps the NEXT-STEP pill off. */}
|
||||
<MilestoneSection
|
||||
title={m.title}
|
||||
icon={m.icon}
|
||||
status={m.status}
|
||||
isPending={stageMutation.isPending}
|
||||
onAdvance={advance}
|
||||
currentStage={interest.pipelineStage}
|
||||
isActive={false}
|
||||
steps={m.steps}
|
||||
footer={m.footer}
|
||||
/>
|
||||
</AccordionContent>
|
||||
</AccordionItem>
|
||||
))}
|
||||
</Accordion>
|
||||
</div>
|
||||
)}
|
||||
|
||||
|
||||
@@ -167,7 +167,17 @@ export const NAV_CATALOG: NavCatalogEntry[] = [
|
||||
href: '/:portSlug/admin/users',
|
||||
label: 'Users & roles',
|
||||
category: 'admin',
|
||||
keywords: ['accounts', 'permissions', 'invites', 'team', 'staff', 'roles'],
|
||||
keywords: [
|
||||
'accounts',
|
||||
'permissions',
|
||||
'invites',
|
||||
'invitations',
|
||||
'pending invites',
|
||||
'onboarding',
|
||||
'team',
|
||||
'staff',
|
||||
'roles',
|
||||
],
|
||||
requires: 'admin.manage_users',
|
||||
},
|
||||
{
|
||||
@@ -395,13 +405,10 @@ export const NAV_CATALOG: NavCatalogEntry[] = [
|
||||
keywords: ['roles', 'permissions', 'access control', 'rbac'],
|
||||
requires: 'admin.manage_users',
|
||||
},
|
||||
{
|
||||
href: '/:portSlug/admin/invitations',
|
||||
label: 'Invitations',
|
||||
category: 'admin',
|
||||
keywords: ['invite', 'pending invites', 'onboarding'],
|
||||
requires: 'admin.manage_users',
|
||||
},
|
||||
// /admin/invitations was merged into /admin/users on 2026-05-21 — the
|
||||
// standalone catalog entry would route to the redirect stub. Reps
|
||||
// searching for "invite" still land on the right surface via the
|
||||
// /admin/users keyword list (extended below).
|
||||
];
|
||||
|
||||
/** Substitute `:portSlug` placeholder for the current port. */
|
||||
|
||||
Reference in New Issue
Block a user