Ship-what's-done prep ahead of the prod cutover (launch ~today): - Hide Financial + Marketing report cards from the reports landing (both were "Builder in development" placeholders gated on unbuilt data sources). Sales/Operational/Custom + templates/scheduling/ exports remain live. - Trim the Custom-report card copy to match the shipped basic builder (no group-by/filters yet; the builder page header was already honest). - Hide the Bulk Import mockup from search-nav-catalog + the admin sections browser; /admin/import is now unreachable from the UI. - Correct client-facing doc over-claims (waiting-list "next-in-line notification", Import) in features-list.md + new-system-feature-summary.md. - Un-stale BACKLOG.md (Documenso phases 2-7 confirmed shipped). - Log decisions + deferred work (full importer, full custom-builder, waiting-list, maintenance-log, paper-upload bug) to launch-readiness.md. Deferred-importer design spec added at docs/superpowers/specs/2026-06-01-bulk-import-design.md. Verified: tsc --noEmit clean, eslint clean on changed files, 1512/1519 vitest pass (7 failures are Redis-down, unrelated). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
565 lines
17 KiB
TypeScript
565 lines
17 KiB
TypeScript
'use client';
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import { useMemo, useState } from 'react';
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import Link from 'next/link';
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import {
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Activity,
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AlertCircle,
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Anchor,
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BellRing,
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BookMarked,
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BookOpen,
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ClipboardList,
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CopyCheck,
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DatabaseBackup,
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FilePen,
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FileSignature,
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FileText,
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GitBranch,
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Home,
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Inbox,
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ListChecks,
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Mail,
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Paintbrush,
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ScrollText,
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Search,
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Send,
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Server,
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Settings,
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Shield,
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Ship,
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SlidersHorizontal,
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Sparkles,
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Tag,
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TrendingUp,
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Users,
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Webhook,
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X,
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} from 'lucide-react';
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import type { LucideIcon } from 'lucide-react';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
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import { Input } from '@/components/ui/input';
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import { Button } from '@/components/ui/button';
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import { cn } from '@/lib/utils';
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interface AdminSection {
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href: string;
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label: string;
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description: string;
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icon: LucideIcon;
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/**
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* Free-text aliases the search input also matches against. Use this to
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* surface the inner setting keys exposed *inside* a section card so
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* typing "client portal" finds the System Settings card that hosts
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* `client_portal_enabled`, not just labels that literally contain the
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* phrase.
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*/
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keywords?: string[];
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}
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interface AdminGroup {
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title: string;
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description: string;
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sections: AdminSection[];
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}
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// Catalog lives inside the client component so React Server Components don't
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// need to serialize the lucide icon factories (functions / $$typeof refs)
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// across the RSC boundary - that crash was the error the rep hit when the
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// catalog lived in the server-component `page.tsx`. Adding a new admin
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// surface? Append it to the matching domain below.
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//
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// 7-domain IA regrouped 2026-05-22 per docs/admin-ia-proposal.md:
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// 1. Brand & Communication - how outbound looks
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// 2. Sales workflow - pipeline behaviour + templates
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// 3. Catalog - tenant-defined data shapes
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// 4. Identity & access - who can use the system
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// 5. Inbox & data quality - admin queues + cleanup
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// 6. Integrations - external systems + providers
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// 7. System & observability - infra + diagnostics + escape hatches
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//
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// Pages deleted in the regroup (redirect-shimmed): /admin/ocr (dup of /ai),
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// /admin/invitations (merged into /users 2026-05-21), /admin/reports
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// (duplicated dashboard widgets). See docs/admin-ia-proposal.md §8.
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const GROUPS: AdminGroup[] = [
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{
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title: 'Brand & Communication',
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description: 'How outbound looks and which channels it ships on.',
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sections: [
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{
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href: 'branding',
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label: 'Branding',
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description: 'App name, logo, primary color, and email header/footer HTML.',
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icon: Paintbrush,
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keywords: ['logo', 'colors', 'email shell', 'preview', 'test email'],
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},
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{
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href: 'email',
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label: 'Email Settings',
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description:
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'SMTP credentials (noreply + sales), per-template tester, routing rules, and the connectivity probe.',
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icon: Mail,
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keywords: ['smtp', 'noreply', 'sales mailbox', 'test send', 'routing'],
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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:
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'Subject-line + body overrides for transactional emails (portal, inquiry, invite).',
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icon: FilePen,
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},
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],
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},
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{
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title: 'Sales workflow',
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description: 'How the pipeline behaves - triggers, scoring, document + form templates.',
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sections: [
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{
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href: 'pipeline-rules',
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label: 'Pipeline rules',
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description:
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'Berth-rules engine triggers + per-event auto-advance (EOI signed, deposit received, contract signed).',
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icon: GitBranch,
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keywords: ['pipeline', 'auto-advance', 'stage rules', 'aggressive', 'conservative'],
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},
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{
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href: 'pulse',
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label: 'Deal Pulse',
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description:
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'Configure the chip on every interest header - master toggle, per-signal toggles, and tier-label overrides.',
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icon: Activity,
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keywords: ['pulse', 'deal-health', 'health chip', 'hot warm cold'],
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},
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{
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href: 'reminders',
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label: 'Reminders',
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description: 'Default reminder behaviour and the daily-digest delivery window.',
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icon: BellRing,
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},
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{
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href: 'qualification-criteria',
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label: 'Qualification criteria',
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description:
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'Checklist reps complete to qualify an enquiry. Enable/disable/reorder per port; affects the "ready to qualify" hint on the interest detail.',
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icon: ListChecks,
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keywords: ['qualification', 'criteria', 'checklist', 'qualify', 'enquiry', 'sales gate'],
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},
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{
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href: 'residential-stages',
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label: 'Residential pipeline stages',
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description:
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'Configure stages residential interests flow through. Removing a stage with active interests prompts for reassignment.',
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icon: Home,
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keywords: ['stages', 'pipeline', 'residential funnel', 'reassign'],
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},
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{
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href: 'forms',
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label: 'Forms',
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description: 'Form templates used by client-facing inquiry and intake flows.',
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icon: ClipboardList,
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},
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{
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href: 'templates',
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label: 'Document Templates',
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description:
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'PDF + email templates with merge-field placeholders - EOI, reservation, contract.',
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icon: FileText,
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},
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],
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},
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{
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title: 'Catalog',
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description: 'Tenant-defined data shapes that attach to records.',
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sections: [
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{
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href: 'vocabularies',
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label: 'Vocabularies',
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description:
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'Per-port pick lists used across the CRM: interest temperatures, status reasons, tenure types, expense categories, document types.',
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icon: BookOpen,
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},
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{
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href: 'tags',
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label: 'Tags',
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description: 'Color-coded tags applied to clients, yachts, companies, and interests.',
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icon: Tag,
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},
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{
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href: 'custom-fields',
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label: 'Custom Fields',
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description: 'Tenant-defined fields for clients, yachts, and tenancies.',
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icon: SlidersHorizontal,
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},
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{
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href: 'brochures',
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label: 'Brochures',
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description: 'Per-port versioned brochure PDFs distributed through the public site + reps.',
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icon: BookMarked,
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},
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],
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},
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{
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title: 'Identity & access',
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description: 'Who can sign in and what they can do once they do.',
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sections: [
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{
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href: 'users',
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label: 'Users',
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description:
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'Active CRM accounts + pending invitations (merged tabs), role assignments, residential access toggles.',
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icon: Users,
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keywords: [
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'accounts',
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'staff',
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'team',
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'invitations',
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'invite',
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'disable user',
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'reset password',
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'residential access',
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],
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},
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{
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href: 'roles',
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label: 'Roles & Permissions',
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description: 'Default permission sets and per-port role overrides.',
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icon: Shield,
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},
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{
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href: 'ports',
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label: 'Ports',
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description: 'Manage the marinas/ports this installation serves (super-admin only).',
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icon: Ship,
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},
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],
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},
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{
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title: 'Inbox & data quality',
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description: 'Admin queues for inbound submissions + cleanup tooling.',
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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: Send,
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},
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{
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href: 'duplicates',
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label: 'Duplicates',
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description: 'Review queue of suspected duplicate clients flagged by the dedup engine.',
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icon: CopyCheck,
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},
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{
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href: 'berths',
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label: 'Berths admin',
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description:
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'Bulk-add new berths in one wizard + reconcile berths missing required fields.',
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icon: Anchor,
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keywords: ['bulk add', 'reconcile', 'berth pdf', 'mooring', 'bulk berths'],
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},
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],
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},
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{
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title: 'Integrations',
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description: 'External systems + provider configuration.',
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sections: [
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{
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href: 'documenso',
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label: 'Signing service (Documenso)',
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description:
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'API credentials, signer identities, templates, and signing-behaviour for every document the CRM puts out for signature.',
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icon: FileSignature,
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keywords: ['documenso', 'eoi', 'signing', 'envelope', 'signer', 'embedded'],
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},
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{
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href: 'webhooks',
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label: 'Webhooks',
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description: 'Outgoing webhook subscriptions, secrets, and delivery log.',
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icon: Webhook,
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},
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{
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href: 'website-analytics',
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label: 'Website analytics (Umami)',
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description: 'Per-port Umami URL, API token, and Website ID.',
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icon: TrendingUp,
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keywords: ['umami', 'analytics', 'traffic', 'visitors', 'marketing', 'pageviews'],
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},
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{
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href: 'ai',
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label: 'AI configuration',
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description:
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'One panel for every AI feature: master switch, provider credentials, OCR settings, interest scoring, email-drafts, recommender controls.',
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icon: Sparkles,
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keywords: [
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'openai',
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'anthropic',
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'gpt',
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'claude',
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'llm',
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'api key',
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'embeddings',
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'receipt',
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'scan',
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'tesseract',
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'ocr',
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'expense scanner',
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'interest scoring',
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'email drafts',
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],
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},
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],
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},
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{
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title: 'System & observability',
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description: 'Infra, observability, escape hatches.',
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sections: [
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{
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href: 'audit',
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label: 'Audit Log',
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description: 'Searchable log of every authenticated mutation in the system.',
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icon: ScrollText,
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},
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{
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href: 'monitoring',
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label: 'Queue Monitoring',
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description: 'BullMQ queue health, throughput, and retry diagnostics.',
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icon: Activity,
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},
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{
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href: 'errors',
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label: 'Errors',
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description:
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'Recent server-side error events with request-id drill-down, plus the error-code catalog.',
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icon: AlertCircle,
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keywords: ['exceptions', 'request id', 'stack trace', 'error code'],
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},
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{
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href: 'backup',
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label: 'Backup & Restore',
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description: 'Backup posture + retention policy (read-only).',
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icon: DatabaseBackup,
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},
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{
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href: 'storage',
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label: 'Storage Backend',
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description:
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'Choose between S3-compatible object store or local filesystem; migrate between them.',
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icon: Server,
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},
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{
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href: 'settings',
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label: 'System Settings',
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description: 'Generic key/value configuration store for advanced flags (escape hatch).',
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icon: Settings,
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// Mirrors KNOWN_SETTINGS in settings-manager.tsx so a search for any
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// individual flag jumps straight to this card. Keep in sync when
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// adding new keys there.
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keywords: [
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'client portal',
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'client portal enabled',
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'tenancies',
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'tenancies module',
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'tenancy',
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'tenancy tracker',
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'lease',
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'lease windows',
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'renewals',
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'transfers',
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'ai',
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'ai interest scoring',
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'ai email drafts',
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'invoice net10 discount',
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'net-10',
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'pipeline weights',
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'pipeline stage weights',
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'forecast',
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'berth rules',
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'berth status rules',
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'inquiry contact email',
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'inquiry notification recipients',
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'residential notification recipients',
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'eoi signers',
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'developer',
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'approver',
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'countersign',
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'recommender max oversize',
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'recommender top n',
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'recommender default count',
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'fallthrough policy',
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'fallthrough cooldown',
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'heat weight recency',
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'heat weight furthest stage',
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'heat weight interest count',
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'heat weight eoi count',
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'tier ladder',
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'hide late stage',
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'documents show expired tab',
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'expired tab',
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'berths default currency',
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'default currency',
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],
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},
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{
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href: 'onboarding',
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label: 'Onboarding checklist',
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description:
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'Step-by-step setup checklist for fresh ports - auto-detects what you’ve configured and lets you mark manual steps complete.',
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icon: ListChecks,
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},
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],
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},
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];
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interface AdminSectionsBrowserProps {
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portSlug: string;
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}
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/**
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* Searchable index of admin settings cards. The unfiltered view renders the
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* grouped grid (Access / Configuration / Content / …); typing in the search
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* input collapses every section into a flat result list of matching cards.
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*
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* Match is substring against label + description + group title so a search
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* for "tax" finds Document Templates (description mentions tax-id mergefield)
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* as well as the literal "Tax ID" field.
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*/
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export function AdminSectionsBrowser({ portSlug }: AdminSectionsBrowserProps) {
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const [query, setQuery] = useState('');
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const q = query.trim().toLowerCase();
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const filteredMatches = useMemo(() => {
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if (!q) return null;
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const matches: Array<AdminSection & { groupTitle: string }> = [];
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for (const g of GROUPS) {
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for (const s of g.sections) {
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const hay = [s.label, s.description, g.title, ...(s.keywords ?? [])]
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.join(' ')
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.toLowerCase();
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if (hay.includes(q)) matches.push({ ...s, groupTitle: g.title });
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}
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}
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return matches;
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}, [q]);
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return (
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<div className="space-y-6">
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<div className="relative max-w-md">
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<Search
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className="pointer-events-none absolute left-3 top-1/2 h-4 w-4 -translate-y-1/2 text-muted-foreground"
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aria-hidden
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/>
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<Input
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type="search"
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inputMode="search"
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placeholder="Search settings…"
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aria-label="Search admin settings"
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value={query}
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onChange={(e) => setQuery(e.target.value)}
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className="h-9 pl-9 pr-9"
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/>
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{query ? (
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<Button
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type="button"
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variant="ghost"
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size="icon"
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onClick={() => setQuery('')}
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className="absolute right-1 top-1 h-7 w-7"
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aria-label="Clear search"
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>
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<X className="h-3.5 w-3.5" />
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</Button>
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) : null}
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</div>
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{filteredMatches ? (
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filteredMatches.length === 0 ? (
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<p className="rounded-md border border-dashed py-8 text-center text-sm text-muted-foreground">
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No settings match "{query}".
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</p>
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) : (
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<div className="space-y-3">
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<p className="text-xs uppercase tracking-wider text-muted-foreground">
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{filteredMatches.length} match{filteredMatches.length === 1 ? '' : 'es'}
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</p>
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<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-3">
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{filteredMatches.map((s) => (
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<SectionCard
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key={`${s.href}-${s.groupTitle}`}
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portSlug={portSlug}
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||
section={s}
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||
groupTitle={s.groupTitle}
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||
/>
|
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))}
|
||
</div>
|
||
</div>
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)
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) : (
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GROUPS.map((group) => (
|
||
<section key={group.title} className="space-y-3">
|
||
<div>
|
||
<h2 className="text-xs font-semibold uppercase tracking-wider text-muted-foreground">
|
||
{group.title}
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||
</h2>
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<p className="text-xs text-muted-foreground/80">{group.description}</p>
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</div>
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<div className="grid grid-cols-1 gap-4 sm:grid-cols-2 lg:grid-cols-3">
|
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{group.sections.map((s) => (
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<SectionCard key={s.href} portSlug={portSlug} section={s} />
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))}
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</div>
|
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</section>
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))
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)}
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</div>
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);
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}
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|
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function SectionCard({
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portSlug,
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section,
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groupTitle,
|
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}: {
|
||
portSlug: string;
|
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section: AdminSection;
|
||
groupTitle?: string;
|
||
}) {
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const Icon = section.icon;
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return (
|
||
<Link
|
||
// eslint-disable-next-line @typescript-eslint/no-explicit-any
|
||
href={`/${portSlug}/admin/${section.href}` as any}
|
||
className="block group"
|
||
>
|
||
<Card
|
||
className={cn(
|
||
'h-full transition-colors group-hover:border-primary/50 group-hover:bg-muted/30',
|
||
)}
|
||
>
|
||
<CardHeader className="flex flex-row items-start gap-3 space-y-0 pb-2">
|
||
<Icon
|
||
className="h-5 w-5 mt-0.5 text-muted-foreground group-hover:text-primary"
|
||
aria-hidden
|
||
/>
|
||
<div className="flex-1">
|
||
<CardTitle className="text-base">{section.label}</CardTitle>
|
||
{groupTitle ? (
|
||
<p className="text-xs uppercase tracking-wider text-muted-foreground">{groupTitle}</p>
|
||
) : null}
|
||
</div>
|
||
</CardHeader>
|
||
<CardContent>
|
||
<CardDescription>{section.description}</CardDescription>
|
||
</CardContent>
|
||
</Card>
|
||
</Link>
|
||
);
|
||
}
|