- financial report: drop Expenses KPI, Net Contribution, cash-flow chart, expense donut + ledger (expenses are business-trip costs, not net contribution) - dashboard report PDF: pagination-safe tables (TableSection + per-row wrap) so long doc lists no longer overlap/crush - clients PDF report: rename "Nationality" -> "Country" - sidebar: hide a section header when all its items gate off (FINANCIAL orphan) - topbar: move global search into the 1fr grid track so it can't overlap "New" - clients card: show all linked berths (not just latest interest's primary) - berths list: hide table-only toggles (ft/m, density, columns) in card mode - lists: lower table/card breakpoint lg -> md so narrow desktops get tables - alert-rules: stale floor created_at -> updated_at (survives created_at backfill) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
601 lines
22 KiB
TypeScript
601 lines
22 KiB
TypeScript
'use client';
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import { useState } from 'react';
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import Image from 'next/image';
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import Link from 'next/link';
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import { usePathname } from 'next/navigation';
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import {
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LayoutDashboard,
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Users,
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Bookmark,
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Anchor,
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KeyRound,
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Ship,
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Building2,
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Receipt,
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FileText,
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FileBarChart,
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Inbox,
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Camera,
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Globe,
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Settings,
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Shield,
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ScrollText,
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RefreshCw,
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Home,
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ChevronLeft,
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ChevronRight,
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ChevronDown,
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ChevronUp,
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} from 'lucide-react';
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import { cn } from '@/lib/utils';
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import { formatRole } from '@/lib/constants';
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import { useUIStore } from '@/stores/ui-store';
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import { Avatar, AvatarFallback, AvatarImage } from '@/components/ui/avatar';
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import { Badge } from '@/components/ui/badge';
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import { Separator } from '@/components/ui/separator';
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import { ScrollArea } from '@/components/ui/scroll-area';
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import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from '@/components/ui/tooltip';
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import { UserMenu } from '@/components/layout/user-menu';
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import { useUmamiActive } from '@/components/website-analytics/use-website-analytics';
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import type { UserPortRole } from '@/lib/db/schema/users';
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import type { Role } from '@/lib/db/schema/users';
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import type { Port } from '@/lib/db/schema/ports';
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interface SidebarProps {
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portRoles: (UserPortRole & { port: { id: string; slug: string; name: string }; role: Role })[];
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isSuperAdmin?: boolean;
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user?: { name: string; email: string };
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/** Ports the user has access to. Drives the footer port switcher. */
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ports?: Port[];
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/** Per-port logo URLs resolved server-side in the dashboard layout.
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* The sidebar header swaps to the current port's logo via the UI
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* store's `currentPortId`. Null entries render the wordmark fallback. */
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portLogoUrls?: Record<string, string | null>;
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/** Per-port `tenancies_module_enabled` resolution. Gates the Tenancies
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* sidebar entry. Resolved server-side in the dashboard layout. */
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tenanciesModuleByPort?: Record<string, boolean>;
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/** Per-port `expenses_module_enabled` resolution. Gates the Expenses
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* + How-to-upload-receipts sidebar entries. Resolved server-side in
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* the dashboard layout. Defaults to true (feature on) per port when
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* the map is missing for the active port. */
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expensesModuleByPort?: Record<string, boolean>;
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/** Per-port `residential_module_enabled` resolution. Gates the entire
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* "Residential" sidebar section. Resolved server-side in the dashboard
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* layout. Defaults to true (feature on) per port when the map is
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* missing for the active port. */
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residentialModuleByPort?: Record<string, boolean>;
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}
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interface NavItem {
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href: string;
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label: string;
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icon: React.ElementType;
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exact?: boolean;
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}
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interface NavSection {
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title: string;
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items: NavItem[];
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adminRequired?: boolean;
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/** When true, only render if the user has marina-side access. */
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marinaRequired?: boolean;
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/** When true, only render if the user has residential-side access. */
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residentialRequired?: boolean;
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/** When true, only render if the residential module is enabled for the
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* current port. Resolved against `residentialModuleByPort`. */
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requiresResidentialModule?: boolean;
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/** When true, only render if Umami analytics is wired up for the port. */
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umamiRequired?: boolean;
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}
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interface NavItemGated extends NavItem {
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/** When true, only render this item if the tenancies module is enabled
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* for the current port. Resolved against `tenanciesModuleByPort`. */
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requiresTenanciesModule?: boolean;
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/** When true, only render this item if the expenses module is enabled
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* for the current port. Resolved against `expensesModuleByPort`. */
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requiresExpensesModule?: boolean;
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/** When true, only render this item if Umami analytics is wired up
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* for the port. */
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umamiRequired?: boolean;
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}
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function buildNavSections(portSlug: string | undefined): NavSection[] {
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const base = portSlug ? `/${portSlug}` : '';
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return [
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{
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title: 'Main',
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marinaRequired: true,
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items: [
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{ href: `${base}/dashboard`, label: 'Dashboard', icon: LayoutDashboard },
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{ href: `${base}/clients`, label: 'Clients', icon: Users },
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{ href: `${base}/yachts`, label: 'Yachts', icon: Ship },
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{ href: `${base}/companies`, label: 'Companies', icon: Building2 },
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{ href: `${base}/interests`, label: 'Interests', icon: Bookmark },
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{ href: `${base}/berths`, label: 'Berths', icon: Anchor },
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{
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href: `${base}/tenancies`,
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label: 'Tenancies',
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icon: KeyRound,
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requiresTenanciesModule: true,
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} as NavItemGated,
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],
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},
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{
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title: 'Residential',
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residentialRequired: true,
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requiresResidentialModule: true,
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items: [
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{
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href: `${base}/residential/clients`,
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label: 'Residential Clients',
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icon: Home,
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},
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{
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href: `${base}/residential/interests`,
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label: 'Residential Interests',
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icon: Bookmark,
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},
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],
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},
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{
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title: 'Insights',
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marinaRequired: true,
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items: [
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// Reports surface (dashboard / clients / berths / interests
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// builders, plus templates / schedules / runs). Routes existed
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// since the report-builder ship but the sidebar entry was never
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// wired - reps had to land here via direct link.
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{
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href: `${base}/reports`,
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label: 'Reports',
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icon: FileBarChart,
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},
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// Marketing / Umami integration. Distinct from the main dashboard
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// (which is sales-focused) so the audience and the metrics don't
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// compete for visual real estate. Hidden when Umami isn't wired
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// up via the per-item umamiRequired flag below.
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{
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href: `${base}/website-analytics`,
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label: 'Website analytics',
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icon: Globe,
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umamiRequired: true,
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} as NavItemGated,
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],
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},
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{
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title: 'Documents',
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marinaRequired: true,
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items: [{ href: `${base}/documents`, label: 'Documents', icon: FileText }],
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},
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{
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title: 'Financial',
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marinaRequired: true,
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items: [
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{
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href: `${base}/expenses`,
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label: 'Expenses',
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icon: Receipt,
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requiresExpensesModule: true,
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} as NavItemGated,
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// Invoices nav entry removed - the expense-to-PDF flow is the
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// only invoicing surface now (employee expense reports). The
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// standalone /invoices route still exists for any back-compat
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// links but is no longer surfaced in nav.
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// Dedicated explainer page covers "Add to Home Screen" install
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// + walkthrough; the mobile-only scanner UI itself lives at /scan
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// and is reached via the install or the explainer page button.
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{
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href: `${base}/invoices/upload-receipts`,
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label: 'How to upload receipts',
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icon: Camera,
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requiresExpensesModule: true,
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} as NavItemGated,
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],
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},
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{
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title: 'Communication',
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marinaRequired: true,
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items: [
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// Email tab removed: deferred building a full inbox/threading
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// feature (would require Google OAuth + scope review + IMAP
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// syncing infra). This entry routes to the merged
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// Alerts + Reminders surface (2026-05-11) - explicit name so
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// reps don't mistake it for an email inbox.
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{ href: `${base}/inbox`, label: 'Alerts & Reminders', icon: Inbox },
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],
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},
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{
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title: 'Admin',
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adminRequired: true,
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items: [
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{ href: `${base}/settings`, label: 'Settings', icon: Settings },
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{ href: `${base}/admin`, label: 'Administration', icon: Shield },
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// F14: audit log page existed but had no nav link.
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{ href: `${base}/admin/audit`, label: 'Audit Log', icon: ScrollText },
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// #67 Phase 5: surfaces berths flipped manually without a backing
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// interest so reps can run the catch-up wizard.
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{
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href: `${base}/admin/berths/reconcile`,
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label: 'Reconcile berths',
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icon: RefreshCw,
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},
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],
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},
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];
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}
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function NavItemLink({
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item,
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collapsed,
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active,
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}: {
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item: NavItem;
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collapsed: boolean;
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active: boolean;
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}) {
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const content = (
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<Link
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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href={item.href as any}
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className={cn(
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'relative flex items-center gap-3 px-3 py-2 rounded-md text-sm font-medium transition-all duration-150',
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'text-slate-700 hover:bg-accent hover:text-foreground',
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active && 'bg-accent text-foreground pl-[14px]',
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collapsed && 'justify-center px-2',
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)}
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>
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{active && !collapsed && (
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<span
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aria-hidden
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className="absolute left-0 top-1 bottom-1 w-1 rounded-r-full bg-[#3a7bc8]"
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/>
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)}
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<item.icon
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className={cn(
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'shrink-0',
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active ? 'text-[#3a7bc8]' : 'text-slate-500',
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collapsed ? 'w-5 h-5' : 'w-4 h-4',
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)}
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/>
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{!collapsed && <span>{item.label}</span>}
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</Link>
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);
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if (collapsed) {
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return (
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<Tooltip>
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<TooltipTrigger asChild>{content}</TooltipTrigger>
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<TooltipContent side="right" className="font-medium">
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{item.label}
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</TooltipContent>
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</Tooltip>
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);
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}
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return content;
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}
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function SidebarContent({
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collapsed,
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portSlug,
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portRoles,
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isSuperAdmin,
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hasAdminAccess,
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hasMarinaAccess,
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hasResidentialAccess,
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tenanciesModuleEnabled,
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expensesModuleEnabled,
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residentialModuleEnabled,
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user,
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ports,
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currentPort,
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currentLogoUrl,
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onToggleCollapse,
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}: {
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collapsed: boolean;
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portSlug: string | undefined;
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portRoles: SidebarProps['portRoles'];
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isSuperAdmin: boolean;
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hasAdminAccess: boolean;
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hasMarinaAccess: boolean;
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hasResidentialAccess: boolean;
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tenanciesModuleEnabled: boolean;
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expensesModuleEnabled: boolean;
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residentialModuleEnabled: boolean;
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user?: SidebarProps['user'];
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ports?: Port[];
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currentPort: Port | null;
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currentLogoUrl: string | null;
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/** When provided, renders the collapse toggle row above the user footer (desktop). */
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onToggleCollapse?: () => void;
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}) {
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const pathname = usePathname();
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const [adminExpanded, setAdminExpanded] = useState(true);
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const sections = buildNavSections(portSlug);
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const umami = useUmamiActive('today');
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const umamiConfigured = !umami.isLoading && umami.data?.notConfigured !== true;
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// Small label under the user identity when the user has access to more
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// than one port - disambiguates which port is currently active without
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// pulling the port name back into the breadcrumbs.
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const showPortLabel = !!ports && ports.length > 1;
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const currentPortName = showPortLabel
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? (ports.find((p) => p.slug === portSlug)?.name ?? null)
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: null;
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// Pre-compute every nav href the sidebar offers across all sections so
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// the active-state check can do longest-prefix-match. Without this,
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// /invoices/upload-receipts would highlight both "Invoices" and "How to
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// upload receipts" - every ancestor prefix matches.
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const allHrefs = sections.flatMap((s) => s.items.map((i) => i.href));
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function isActive(href: string, exact?: boolean): boolean {
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if (exact) return pathname === href;
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if (!pathname.startsWith(href)) return false;
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// Active only if no other sidebar item has a strictly more-specific
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// prefix match. That makes the highlight follow the URL into the
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// deepest registered route (e.g. /invoices/upload-receipts wins over
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// /invoices when both are sidebar items).
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return !allHrefs.some((other) => other.length > href.length && pathname.startsWith(other));
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}
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// Sidebar header showcases the Port Nimara logo as the visual anchor of
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// the brand. Collapse toggle is a small overlay button so it doesn't
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// compete with the logo for attention.
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return (
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<TooltipProvider delayDuration={0}>
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<div className="flex flex-col h-full bg-white">
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{/* Brand header - logo centered. Soft hairline below echoes the
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inter-section separators in the nav so the eye reads the logo
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as a distinct top-row, not a floating element. */}
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<div
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className={cn(
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'relative flex items-center justify-center border-b border-slate-200',
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collapsed ? 'h-16 px-2' : 'h-24 px-4',
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)}
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>
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{currentLogoUrl ? (
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<Image
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src={currentLogoUrl}
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alt={currentPort?.name ?? 'Logo'}
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width={collapsed ? 40 : 72}
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height={collapsed ? 40 : 72}
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className="rounded-full shadow-sm"
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unoptimized
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priority
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/>
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) : (
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<div className="flex h-12 items-center px-3 text-sm font-semibold text-slate-700">
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{currentPort?.name ?? 'CRM'}
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</div>
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)}
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{onToggleCollapse && (
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<button
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type="button"
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onClick={onToggleCollapse}
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aria-label={collapsed ? 'Expand sidebar' : 'Collapse sidebar'}
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className={cn(
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'absolute right-2 flex h-6 w-6 items-center justify-center rounded-md text-slate-400 hover:bg-slate-100 hover:text-slate-700 transition-colors',
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collapsed ? 'top-1' : 'top-2',
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)}
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>
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{collapsed ? (
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<ChevronRight className="w-4 h-4" aria-hidden />
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) : (
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<ChevronLeft className="w-4 h-4" aria-hidden />
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)}
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</button>
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)}
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</div>
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{/* Nav */}
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<ScrollArea className="flex-1 py-2">
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<nav className="px-2 space-y-4">
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{sections.map((section) => {
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if (section.adminRequired && !hasAdminAccess) return null;
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if (section.marinaRequired && !hasMarinaAccess) return null;
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if (section.residentialRequired && !hasResidentialAccess) return null;
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if (section.requiresResidentialModule && !residentialModuleEnabled) return null;
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if (section.umamiRequired && !umamiConfigured) return null;
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// Resolve the items this section will actually render after
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// per-item module/permission gating. If they all gate off
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// (e.g. the Financial section once the Expenses module is
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// disabled), skip the whole section so its header + separator
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// don't linger as an orphaned label.
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const visibleItems = section.items.filter((item) => {
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const gated = item as NavItemGated;
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if (gated.requiresTenanciesModule && !tenanciesModuleEnabled) return false;
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if (gated.requiresExpensesModule && !expensesModuleEnabled) return false;
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if (gated.umamiRequired && !umamiConfigured) return false;
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return true;
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});
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if (visibleItems.length === 0) return null;
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return (
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<div key={section.title}>
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{!collapsed && (
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<div className="flex items-center justify-between px-1 mb-1">
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<span className="text-slate-500 text-xs font-semibold uppercase tracking-[0.12em]">
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{section.title}
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</span>
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{section.adminRequired && (
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<button
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onClick={() => setAdminExpanded((v) => !v)}
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className="text-slate-400 hover:text-slate-700 transition-colors"
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>
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{adminExpanded ? (
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<ChevronUp className="w-3 h-3" aria-hidden />
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) : (
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<ChevronDown className="w-3 h-3" aria-hidden />
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)}
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</button>
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)}
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</div>
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)}
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{(!section.adminRequired || adminExpanded || collapsed) && (
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<ul className="space-y-0.5">
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{visibleItems.map((item) => (
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<li key={item.href}>
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<NavItemLink
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item={item}
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collapsed={collapsed}
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active={isActive(item.href, item.exact)}
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/>
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</li>
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))}
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</ul>
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)}
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<Separator className="mt-3 bg-slate-200" aria-hidden />
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</div>
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);
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})}
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</nav>
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</ScrollArea>
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{/* User footer - entire row is the trigger for the UserMenu so the
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user can click their name/avatar to access Settings /
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port-switcher / sign-out. The same UserMenu component drives the
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top-right avatar dropdown, so the menu items stay consistent. */}
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<div className={cn('border-t border-slate-200 p-2', collapsed && 'flex justify-center')}>
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{collapsed ? (
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<UserMenu
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align="start"
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user={user}
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ports={ports}
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trigger={
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<button
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type="button"
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aria-label="Open user menu"
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className="rounded-full focus-visible:outline-hidden focus-visible:ring-2 focus-visible:ring-[#3a7bc8] focus-visible:ring-offset-2 focus-visible:ring-offset-white"
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>
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<Avatar className="w-8 h-8 cursor-pointer">
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<AvatarImage src={undefined} />
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<AvatarFallback className="bg-[#3a7bc8] text-white text-xs font-semibold">
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{(user?.name ?? 'U').slice(0, 1).toUpperCase()}
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</AvatarFallback>
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</Avatar>
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</button>
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}
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/>
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) : (
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<UserMenu
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align="start"
|
|
user={user}
|
|
ports={ports}
|
|
trigger={
|
|
<button
|
|
type="button"
|
|
aria-label="Open user menu"
|
|
className="flex w-full items-center gap-3 rounded-md p-1.5 text-left transition-colors hover:bg-accent focus-visible:outline-hidden focus-visible:ring-2 focus-visible:ring-[#3a7bc8] focus-visible:ring-offset-2 focus-visible:ring-offset-white"
|
|
>
|
|
<Avatar className="w-8 h-8 shrink-0 shadow-sm ring-2 ring-slate-200">
|
|
<AvatarImage src={undefined} />
|
|
<AvatarFallback className="bg-[#3a7bc8] text-white text-xs font-semibold">
|
|
{(user?.name ?? 'U').slice(0, 1).toUpperCase()}
|
|
</AvatarFallback>
|
|
</Avatar>
|
|
<div className="flex-1 min-w-0">
|
|
<p className="text-foreground text-sm font-medium truncate">
|
|
{user?.name ?? 'User'}
|
|
</p>
|
|
<Badge
|
|
variant="outline"
|
|
className="text-xs px-1.5 py-0 text-slate-500 border-slate-300 mt-0.5"
|
|
>
|
|
{isSuperAdmin ? 'Super Admin' : formatRole(portRoles[0]?.role?.name)}
|
|
</Badge>
|
|
{currentPortName && (
|
|
<p className="mt-1 text-xs text-slate-400 truncate">{currentPortName}</p>
|
|
)}
|
|
</div>
|
|
</button>
|
|
}
|
|
/>
|
|
)}
|
|
</div>
|
|
</div>
|
|
</TooltipProvider>
|
|
);
|
|
}
|
|
|
|
export function Sidebar({
|
|
portRoles,
|
|
isSuperAdmin = false,
|
|
user,
|
|
ports,
|
|
portLogoUrls,
|
|
tenanciesModuleByPort,
|
|
expensesModuleByPort,
|
|
residentialModuleByPort,
|
|
}: SidebarProps) {
|
|
// Sidebar collapse removed - design preference is the always-expanded
|
|
// form. Forcibly false; the store flag stays for backwards-compat with
|
|
// any code still reading it.
|
|
const sidebarCollapsed = false;
|
|
const currentPortSlug = useUIStore((s) => s.currentPortSlug);
|
|
const currentPortId = useUIStore((s) => s.currentPortId);
|
|
const currentPort = ports?.find((p) => p.id === currentPortId) ?? ports?.[0] ?? null;
|
|
const currentLogoUrl = currentPortId ? (portLogoUrls?.[currentPortId] ?? null) : null;
|
|
const tenanciesModuleEnabled = currentPortId
|
|
? (tenanciesModuleByPort?.[currentPortId] ?? false)
|
|
: false;
|
|
// Expenses defaults to enabled when the port's entry is missing - the
|
|
// registry default is `true`, so a port that's never explicitly
|
|
// toggled the feature should keep it visible.
|
|
const expensesModuleEnabled = currentPortId
|
|
? (expensesModuleByPort?.[currentPortId] ?? true)
|
|
: true;
|
|
// Residential defaults to enabled when the port's entry is missing -
|
|
// the registry default is `true`, so a port that's never explicitly
|
|
// toggled the feature keeps the section visible.
|
|
const residentialModuleEnabled = currentPortId
|
|
? (residentialModuleByPort?.[currentPortId] ?? true)
|
|
: true;
|
|
|
|
// Super admins see every section regardless of role rows.
|
|
const hasAdminAccess =
|
|
isSuperAdmin ||
|
|
portRoles.some(
|
|
(pr) =>
|
|
pr.role?.permissions?.admin?.manage_users || pr.role?.permissions?.admin?.manage_settings,
|
|
);
|
|
|
|
const hasMarinaAccess =
|
|
isSuperAdmin || portRoles.some((pr) => pr.role?.permissions?.clients?.view);
|
|
|
|
const hasResidentialAccess =
|
|
isSuperAdmin ||
|
|
portRoles.some((pr) => pr.residentialAccess || pr.role?.permissions?.residential_clients?.view);
|
|
|
|
return (
|
|
<aside
|
|
className={cn(
|
|
'relative hidden md:flex flex-col h-screen border-r border-slate-200 transition-all duration-200 ease-in-out shrink-0 bg-white',
|
|
sidebarCollapsed ? 'w-sidebar-collapsed' : 'w-sidebar',
|
|
)}
|
|
>
|
|
<SidebarContent
|
|
collapsed={sidebarCollapsed}
|
|
portSlug={currentPortSlug ?? undefined}
|
|
portRoles={portRoles}
|
|
isSuperAdmin={isSuperAdmin}
|
|
hasAdminAccess={hasAdminAccess}
|
|
hasMarinaAccess={hasMarinaAccess}
|
|
hasResidentialAccess={hasResidentialAccess}
|
|
tenanciesModuleEnabled={tenanciesModuleEnabled}
|
|
expensesModuleEnabled={expensesModuleEnabled}
|
|
residentialModuleEnabled={residentialModuleEnabled}
|
|
user={user}
|
|
ports={ports}
|
|
currentPort={currentPort}
|
|
currentLogoUrl={currentLogoUrl}
|
|
/>
|
|
</aside>
|
|
);
|
|
}
|