Files
pn-new-crm/src/app/(dashboard)/[portSlug]/admin/page.tsx
Matt 04a594963f feat: round 2 — stage prompts, berth header, EOI inline edit, measurement units
Berth surfaces
- New compact mooring-chip header (colored plate + status pill, dock-label
  in tooltip) replaces the redundant "Berth B1 / Sold / B DOCK" stack
- Berth list gains a "Latest deal stage" column showing the most-advanced
  pipeline stage of any active linked interest (server-aggregated, ranks by
  PIPELINE_STAGES index)
- "Linked prospect" Select on the status-change dialog rebuilt as a Command
  combobox: search, recent-first sort, stage-coloured pills

Pipeline UX
- Reverting an interest to Open with linked berths now prompts: keep the
  links, unlink and reset, or cancel. Silent when no berths are linked
- Activity feed + entity-activity feed normalise enum field values via
  STAGE_LABELS / formatSource: "deposit_10pct → contract_sent" reads as
  "10% Deposit → Contract Sent"

EOI generate dialog
- Inline-editable rows for client name, nationality (country combobox), and
  yacht name — pencil affordance saves directly via clients/yachts PATCH
- Replaces the single "Edit on client's page" link with two contextual links
  framed by short copy explaining what's inline vs what needs the canonical
  page
- Backend EoiContext now includes client.id + yacht.id so the dialog can
  PATCH without an extra round-trip

Company form
- New "Connections" section lets the rep attach members (clients) and yachts
  during create. Yacht attach uses the existing transfer endpoint so audit
  log + ownership history capture the change
- Inline "+ New client" / "+ New yacht" buttons open the canonical forms
  stacked over the company sheet
- After save, the form chains to a yacht pull-in prompt (if any attached
  client owns yachts not yet linked) and an optional "Create interest" step
  pre-filled with the first attached client

Admin
- /admin landing gains a searchable index — typed query flattens groups into
  a result list matching label + description + group title
- "Documenso & EOI" card relabelled to "EOI signing service" (consistent
  with the user-facing language rename from round 1)

Measurement units (migration 0053)
- interests gains desired_*_m columns + desired_*_unit discriminators so
  the rep's literal entry (ft OR m) is preserved verbatim instead of being
  reconstructed from a single canonical column on every render
- yachts + berths gain matching *_unit columns alongside their existing
  ft + m pairs; defaults to 'ft' so legacy rows still render normally
- Interest form POST/PATCH now sends both ft + m + unit; computed m is
  derived from the ft canonical to keep the recommender SQL unchanged

Misc
- Active-deals tile + topbar type their Link href as `Route` instead of `any`
- Unused REPORT_TYPE_LABELS const dropped from generate-report-form
- Test fixtures (fill-eoi-form, documenso-payload, public-berths) updated
  to include the new id + unit fields on the EoiContext / Berth shapes

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 15:28:22 +02:00

275 lines
7.4 KiB
TypeScript

import {
Bell,
BookOpen,
Briefcase,
Database,
FileText,
HardDrive,
Inbox,
Key,
LayoutDashboard,
Mail,
Palette,
ScrollText,
Settings,
Shield,
Sliders,
Tag,
Upload,
Users,
UsersRound,
Webhook,
Globe,
} from 'lucide-react';
import { PageHeader } from '@/components/shared/page-header';
import { AdminSectionsBrowser, type AdminGroup } from '@/components/admin/admin-sections-browser';
const GROUPS: AdminGroup[] = [
{
title: 'Access',
description: 'Who can sign in and what they can do once they do.',
sections: [
{
href: 'users',
label: 'Users',
description: 'CRM accounts, role assignments, and per-user residential access toggles.',
icon: Users,
},
{
href: 'invitations',
label: 'Invitations',
description: 'Send invitations, track pending invites, and resend or revoke them.',
icon: Mail,
},
{
href: 'roles',
label: 'Roles & Permissions',
description: 'Default permission sets and per-port role overrides.',
icon: Shield,
},
],
},
{
title: 'Configuration',
description: 'Branding, integrations, and per-port settings.',
sections: [
{
href: 'email',
label: 'Email Settings',
description: 'From address, signatures, and per-port SMTP overrides.',
icon: Mail,
},
{
href: 'documenso',
label: 'EOI signing service',
description:
'API credentials, EOI template, and default in-app vs external signing pathway.',
icon: FileText,
},
{
href: 'reminders',
label: 'Reminders',
description: 'Default reminder behaviour and the daily-digest delivery window.',
icon: Bell,
},
{
href: 'branding',
label: 'Branding',
description: 'App name, logo, primary color, and email header/footer HTML.',
icon: Palette,
},
{
href: 'settings',
label: 'System Settings',
description: 'Generic key/value configuration store for advanced flags.',
icon: Settings,
},
{
href: 'webhooks',
label: 'Webhooks',
description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
icon: Webhook,
},
],
},
{
title: 'Content',
description: 'Forms, templates, and labels that users see.',
sections: [
{
href: 'forms',
label: 'Forms',
description: 'Form templates used by client-facing inquiry and intake flows.',
icon: Sliders,
},
{
href: 'templates',
label: 'Document Templates',
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',
description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
icon: Tag,
},
{
href: 'vocabularies',
label: 'Vocabularies',
description:
'Per-port pick lists used across the CRM: interest temperatures, status reasons, tenure types, expense categories, document types.',
icon: BookOpen,
},
{
href: 'custom-fields',
label: 'Custom Fields',
description: 'Tenant-defined fields for clients, yachts, and reservations.',
icon: Key,
},
],
},
{
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',
description: 'Review queue of suspected duplicate clients flagged by the dedup engine.',
icon: UsersRound,
},
{
href: 'import',
label: 'Bulk Import',
description: 'CSV-driven imports for clients, yachts, and reservations.',
icon: Upload,
},
{
href: 'audit',
label: 'Audit Log',
description: 'Searchable log of every authenticated mutation in the system.',
icon: ScrollText,
},
],
},
{
title: 'Operations',
description: 'Health checks and disaster recovery.',
sections: [
{
href: 'reports',
label: 'Reports',
description: 'Saved analytics views and ad-hoc query results.',
icon: LayoutDashboard,
},
{
href: 'monitoring',
label: 'Queue Monitoring',
description: 'BullMQ queue health, throughput, and retry diagnostics.',
icon: Database,
},
{
href: 'backup',
label: 'Backup & Restore',
description: 'Backup posture + retention policy (read-only).',
icon: HardDrive,
},
{
href: 'storage',
label: 'Storage Backend',
description:
'Choose between S3-compatible object store or local filesystem; migrate between them.',
icon: HardDrive,
},
],
},
{
title: 'Tenancy',
description: 'Multi-port and multi-install scaffolding.',
sections: [
{
href: 'ports',
label: 'Ports',
description: 'Manage the marinas/ports this installation serves.',
icon: Briefcase,
},
{
href: 'onboarding',
label: 'Onboarding checklist',
description: 'Setup checklist for fresh ports (read-only references).',
icon: LayoutDashboard,
},
],
},
{
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 (per-feature)',
description: 'Provider, model, and confidence thresholds for the receipt scanner.',
icon: ScrollText,
},
{
href: 'website-analytics',
label: 'Website analytics (Umami)',
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,
},
],
},
];
export default async function AdminLandingPage({
params,
}: {
params: Promise<{ portSlug: string }>;
}) {
const { portSlug } = await params;
return (
<div className="space-y-8">
<PageHeader
title="Administration"
description="Per-port configuration and system administration. Use the search to jump to a setting, or browse the grouped index below."
/>
<AdminSectionsBrowser portSlug={portSlug} groups={GROUPS} />
</div>
);
}