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>
This commit is contained in:
@@ -1,14 +1,64 @@
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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 className="space-y-6">
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<PageHeader title="Backup Management" description="Manage system backups and restoration" />
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<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
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<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
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<p className="text-sm text-muted-foreground">
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This feature will be implemented in the next phase.
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</p>
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<div>
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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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/>
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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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</div>
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);
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@@ -0,0 +1,5 @@
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import { EmailTemplatesAdmin } from '@/components/admin/email-templates-admin';
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export default function EmailTemplatesPage() {
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return <EmailTemplatesAdmin />;
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}
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@@ -1,14 +1,75 @@
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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 DataImportPage() {
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return (
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<div className="space-y-6">
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<PageHeader title="Data Import" description="Import data from external sources" />
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<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
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<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
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<p className="text-sm text-muted-foreground">
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This feature will be implemented in the next phase.
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</p>
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<div>
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<PageHeader
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title="Data import"
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description="What you can import today and what an in-app importer will look like."
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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>Available imports today</CardTitle>
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<CardDescription>Run from the command line until the UI catches up.</CardDescription>
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</CardHeader>
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<CardContent className="space-y-3 text-sm">
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<div>
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<p>
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<strong>Berths from NocoDB:</strong>
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</p>
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<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
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pnpm tsx scripts/import-berths-from-nocodb.ts --apply --port-slug port-nimara
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</pre>
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<p className="text-xs text-muted-foreground mt-1">
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Idempotent. Skips rows where <code>updated_at > last_imported_at</code> unless
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you pass <code>--force</code>. Add <code>--update-snapshot</code> to also rewrite{' '}
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<code>src/lib/db/seed-data/berths.json</code>.
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</p>
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</div>
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<div>
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<p>
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<strong>Storage backend migration:</strong>
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</p>
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<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
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pnpm tsx scripts/migrate-storage.ts
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</pre>
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<p className="text-xs text-muted-foreground mt-1">
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Run after switching <code>system_settings.storage_backend</code> in System Settings.
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</p>
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</div>
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<div>
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<p>
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<strong>Seed (rebuild dev fixtures):</strong>
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</p>
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<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
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pnpm db:seed
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</pre>
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</div>
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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 UI for self-serve imports.</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>Drag-and-drop CSV / XLSX upload with column-mapping UI.</li>
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<li>Dry-run preview that shows new vs. matched-existing rows before commit.</li>
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<li>Conflict-resolution choices (skip, update, dedup-by-email) per import type.</li>
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<li>Per-port import history with rollback.</li>
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<li>Templates for clients, yachts, companies, berths, reservations, expenses.</li>
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</ul>
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<p className="text-xs text-muted-foreground pt-2">
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Imports run against the BullMQ <code>import</code> queue (concurrency 1) so partial
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failures don’t leave the database half-loaded.
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</p>
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</CardContent>
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</Card>
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</div>
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</div>
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);
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5
src/app/(dashboard)/[portSlug]/admin/inquiries/page.tsx
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5
src/app/(dashboard)/[portSlug]/admin/inquiries/page.tsx
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import { InquiryInbox } from '@/components/admin/inquiry-inbox';
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export default function InquiriesPage() {
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return <InquiryInbox />;
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}
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@@ -1,15 +1,114 @@
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import Link from 'next/link';
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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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interface ChecklistItem {
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href: string;
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label: string;
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description: string;
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}
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const CHECKLIST: ChecklistItem[] = [
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{
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href: 'branding',
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label: 'Set port name, logo, primary colour',
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description: 'Branding flows into the navbar, emails, and EOI PDFs.',
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},
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{
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href: 'email',
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label: 'Configure outgoing email',
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description:
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'From-address, signature, footer, plus per-port SMTP overrides if you don’t use the global account.',
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},
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{
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href: 'documenso',
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label: 'Connect Documenso for EOIs',
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description:
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'API credentials and the EOI template id, plus the in-app vs Documenso pathway choice.',
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},
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{
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href: 'settings',
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label: 'Tune business rules + recommender weights',
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description:
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'Pipeline weights, net-10 discount, berth recommender knobs (heat weights, fall-through policy).',
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},
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{
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href: 'roles',
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label: 'Create roles & assign users',
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description: 'Per-port roles inherit from the global system roles; override permissions here.',
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},
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{
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href: 'invitations',
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label: 'Invite the rest of the team',
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description:
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'Invitations track pending, expired, and accepted state and can be resent or revoked.',
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},
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{
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href: 'tags',
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label: 'Define starter tags',
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description: 'Color-coded labels used across clients, yachts, companies, and interests.',
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},
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{
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href: 'forms',
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label: 'Wire the website intake forms',
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description:
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'Inquiry forms on the marketing site dual-write into the CRM via /api/public/website-inquiries.',
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},
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];
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export default function OnboardingPage() {
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return (
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<div className="space-y-6">
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<PageHeader title="Onboarding" description="Guided setup for new port configurations" />
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<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
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<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
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<p className="text-sm text-muted-foreground">
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This feature will be implemented in the next phase.
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</p>
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</div>
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<div>
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<PageHeader
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title="Port onboarding"
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description="Recommended order to bring a new port live. Each step links to the right admin page."
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/>
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<Card className="mt-6">
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<CardHeader>
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<CardTitle>Setup checklist</CardTitle>
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<CardDescription>
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Work through these in order. The future onboarding wizard will track progress per port;
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for now this is a guided index.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<ol className="space-y-4">
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{CHECKLIST.map((item, idx) => (
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<li key={item.href} className="flex gap-4">
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<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">
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{idx + 1}
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</span>
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<div className="flex-1">
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<Link
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href={`./${item.href}` as never}
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className="text-sm font-medium hover:underline"
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>
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{item.label}
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</Link>
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<p className="text-sm text-muted-foreground mt-0.5">{item.description}</p>
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</div>
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</li>
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))}
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</ol>
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</CardContent>
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</Card>
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<Card className="mt-4">
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<CardHeader>
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<CardTitle>What this page will become</CardTitle>
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<CardDescription>
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A guided wizard that walks per-port admins through the same steps with progress
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tracking.
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</CardDescription>
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</CardHeader>
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<CardContent className="text-sm text-muted-foreground">
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The wizard will record completion per port in <code>system_settings</code>, gate the
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public marketing-site cutover until required steps are done, and surface a banner on the
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dashboard when onboarding is incomplete.
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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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@@ -5,6 +5,7 @@ import {
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Database,
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FileText,
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HardDrive,
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Inbox,
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Key,
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LayoutDashboard,
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Mail,
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@@ -120,6 +121,12 @@ const GROUPS: AdminGroup[] = [
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description: 'PDF + email templates with merge-field placeholders.',
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icon: FileText,
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},
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{
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href: 'email-templates',
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label: 'Email Templates',
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description: 'Customize subject lines for transactional emails (portal, inquiry, invite).',
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icon: Mail,
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},
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{
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href: 'tags',
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label: 'Tags',
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@@ -138,6 +145,19 @@ const GROUPS: AdminGroup[] = [
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title: 'Data Quality',
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description: 'Cleanup, imports, and the audit trail.',
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sections: [
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{
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href: 'inquiries',
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label: 'Inquiry Inbox',
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description:
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'Submissions captured from the public marketing site (berth, residence, contact).',
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icon: Inbox,
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},
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{
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href: 'sends',
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label: 'Send Log',
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description: 'Brochure and per-berth PDF sends, with delivery failures surfaced for retry.',
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icon: Mail,
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},
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{
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href: 'duplicates',
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label: 'Duplicates',
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@@ -1,18 +1,5 @@
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import { PageHeader } from '@/components/shared/page-header';
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import { ReportsDashboard } from '@/components/admin/reports-dashboard';
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export default function ScheduledReportsPage() {
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return (
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<div className="space-y-6">
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<PageHeader
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title="Scheduled Reports"
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description="Configure and manage automated report delivery"
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/>
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<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
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<p className="text-lg font-medium text-muted-foreground">Coming in Layer 3</p>
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<p className="text-sm text-muted-foreground">
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This feature will be implemented in the next phase.
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</p>
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</div>
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</div>
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);
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export default function AdminReportsPage() {
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return <ReportsDashboard />;
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}
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5
src/app/(dashboard)/[portSlug]/admin/sends/page.tsx
Normal file
5
src/app/(dashboard)/[portSlug]/admin/sends/page.tsx
Normal file
@@ -0,0 +1,5 @@
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import { SendsLog } from '@/components/admin/sends-log';
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export default function SendsPage() {
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return <SendsLog />;
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}
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Reference in New Issue
Block a user