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:
Matt Ciaccio
2026-05-06 14:58:17 +02:00
parent 8cdee99310
commit c90876abad
22 changed files with 1703 additions and 54 deletions

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@@ -1,14 +1,64 @@
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
export default function BackupManagementPage() {
return (
<div className="space-y-6">
<PageHeader title="Backup Management" description="Manage system backups and restoration" />
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
<p className="text-sm text-muted-foreground">
This feature will be implemented in the next phase.
</p>
<div>
<PageHeader
title="Backup &amp; Restore"
description="How backups are taken today and what an in-app backup admin will look like."
/>
<div className="grid gap-4 mt-6 lg:grid-cols-2">
<Card>
<CardHeader>
<CardTitle>Current backup posture</CardTitle>
<CardDescription>
Database snapshots run outside the app there is no in-app trigger yet.
</CardDescription>
</CardHeader>
<CardContent className="space-y-3 text-sm">
<p>
<strong>PostgreSQL:</strong> snapshotted by the platform&rsquo;s nightly{' '}
<code>pg_dump</code> job. Retention is set at the infrastructure layer (see{' '}
<code>docs/operations/</code> if a runbook exists). Restores are manual.
</p>
<p>
<strong>Object storage:</strong> when{' '}
<code>system_settings.storage_backend = &lsquo;s3&rsquo;</code>, the bucket is
versioned by the provider. When the filesystem backend is in use, the host&rsquo;s
snapshot policy is the only safety net switch to s3 before relying on point-in-time
recovery.
</p>
<p>
<strong>Redis / queue state:</strong> ephemeral. Failed jobs sit on the{' '}
<code>removeOnFail</code> retention window (7 days) and then disappear. Anything
durable belongs in PostgreSQL.
</p>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>What this page will become</CardTitle>
<CardDescription>Planned admin surface, prioritised in upcoming work.</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm">
<ul className="list-disc pl-5 space-y-1">
<li>List recent snapshot files with timestamp, size, and origin (cron vs manual).</li>
<li>&ldquo;Take backup now&rdquo; button that enqueues a maintenance job.</li>
<li>
Per-port logical export (&ldquo;give me everything for port-nimara&rdquo;) for
compliance.
</li>
<li>Restore preview that shows row-counts that would change before commit.</li>
<li>GDPR per-client export bundled here.</li>
</ul>
<p className="text-xs text-muted-foreground pt-2">
Until this lands, treat ops/devops as the source of truth for backup state.
</p>
</CardContent>
</Card>
</div>
</div>
);

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@@ -0,0 +1,5 @@
import { EmailTemplatesAdmin } from '@/components/admin/email-templates-admin';
export default function EmailTemplatesPage() {
return <EmailTemplatesAdmin />;
}

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@@ -1,14 +1,75 @@
import { PageHeader } from '@/components/shared/page-header';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
export default function DataImportPage() {
return (
<div className="space-y-6">
<PageHeader title="Data Import" description="Import data from external sources" />
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
<p className="text-sm text-muted-foreground">
This feature will be implemented in the next phase.
</p>
<div>
<PageHeader
title="Data import"
description="What you can import today and what an in-app importer will look like."
/>
<div className="grid gap-4 mt-6 lg:grid-cols-2">
<Card>
<CardHeader>
<CardTitle>Available imports today</CardTitle>
<CardDescription>Run from the command line until the UI catches up.</CardDescription>
</CardHeader>
<CardContent className="space-y-3 text-sm">
<div>
<p>
<strong>Berths from NocoDB:</strong>
</p>
<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
pnpm tsx scripts/import-berths-from-nocodb.ts --apply --port-slug port-nimara
</pre>
<p className="text-xs text-muted-foreground mt-1">
Idempotent. Skips rows where <code>updated_at &gt; last_imported_at</code> unless
you pass <code>--force</code>. Add <code>--update-snapshot</code> to also rewrite{' '}
<code>src/lib/db/seed-data/berths.json</code>.
</p>
</div>
<div>
<p>
<strong>Storage backend migration:</strong>
</p>
<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
pnpm tsx scripts/migrate-storage.ts
</pre>
<p className="text-xs text-muted-foreground mt-1">
Run after switching <code>system_settings.storage_backend</code> in System Settings.
</p>
</div>
<div>
<p>
<strong>Seed (rebuild dev fixtures):</strong>
</p>
<pre className="bg-muted/40 rounded-md p-2 text-xs mt-1 overflow-auto">
pnpm db:seed
</pre>
</div>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>What this page will become</CardTitle>
<CardDescription>Planned UI for self-serve imports.</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm">
<ul className="list-disc pl-5 space-y-1">
<li>Drag-and-drop CSV / XLSX upload with column-mapping UI.</li>
<li>Dry-run preview that shows new vs. matched-existing rows before commit.</li>
<li>Conflict-resolution choices (skip, update, dedup-by-email) per import type.</li>
<li>Per-port import history with rollback.</li>
<li>Templates for clients, yachts, companies, berths, reservations, expenses.</li>
</ul>
<p className="text-xs text-muted-foreground pt-2">
Imports run against the BullMQ <code>import</code> queue (concurrency 1) so partial
failures don&rsquo;t leave the database half-loaded.
</p>
</CardContent>
</Card>
</div>
</div>
);

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@@ -0,0 +1,5 @@
import { InquiryInbox } from '@/components/admin/inquiry-inbox';
export default function InquiriesPage() {
return <InquiryInbox />;
}

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@@ -1,15 +1,114 @@
import Link from 'next/link';
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&rsquo;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 &amp; 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 className="space-y-6">
<PageHeader title="Onboarding" description="Guided setup for new port configurations" />
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
<p className="text-lg font-medium text-muted-foreground">Coming in Layer 4</p>
<p className="text-sm text-muted-foreground">
This feature will be implemented in the next phase.
</p>
</div>
<div>
<PageHeader
title="Port onboarding"
description="Recommended order to bring a new port live. Each step links to the right admin page."
/>
<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>
</div>
);
}

View File

@@ -5,6 +5,7 @@ import {
Database,
FileText,
HardDrive,
Inbox,
Key,
LayoutDashboard,
Mail,
@@ -120,6 +121,12 @@ const GROUPS: AdminGroup[] = [
description: 'PDF + email templates with merge-field placeholders.',
icon: FileText,
},
{
href: 'email-templates',
label: 'Email Templates',
description: 'Customize subject lines for transactional emails (portal, inquiry, invite).',
icon: Mail,
},
{
href: 'tags',
label: 'Tags',
@@ -138,6 +145,19 @@ const GROUPS: AdminGroup[] = [
title: 'Data Quality',
description: 'Cleanup, imports, and the audit trail.',
sections: [
{
href: 'inquiries',
label: 'Inquiry Inbox',
description:
'Submissions captured from the public marketing site (berth, residence, contact).',
icon: Inbox,
},
{
href: 'sends',
label: 'Send Log',
description: 'Brochure and per-berth PDF sends, with delivery failures surfaced for retry.',
icon: Mail,
},
{
href: 'duplicates',
label: 'Duplicates',

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@@ -1,18 +1,5 @@
import { PageHeader } from '@/components/shared/page-header';
import { ReportsDashboard } from '@/components/admin/reports-dashboard';
export default function ScheduledReportsPage() {
return (
<div className="space-y-6">
<PageHeader
title="Scheduled Reports"
description="Configure and manage automated report delivery"
/>
<div className="flex flex-col items-center justify-center rounded-lg border border-dashed p-12">
<p className="text-lg font-medium text-muted-foreground">Coming in Layer 3</p>
<p className="text-sm text-muted-foreground">
This feature will be implemented in the next phase.
</p>
</div>
</div>
);
export default function AdminReportsPage() {
return <ReportsDashboard />;
}

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@@ -0,0 +1,5 @@
import { SendsLog } from '@/components/admin/sends-log';
export default function SendsPage() {
return <SendsLog />;
}